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Rollup by Lookup Examples (Managed Package)
Real-world examples of using the Rollup by Lookup (RBL) framework in Financial Services Cloud to perform high-volume and complex calculations.
This is a Financial Services Cloud managed package feature.
Switch to the enhanced RBL framework to use the superior processing power of CRM Analytics for faster calculation of RBL rules. The RBL framework lets you convert your existing RBL rules into Data Processing Engine definitions. These high-performance definitions significantly reduce the processing time to aggregate financial information. The Data Processing Engine gives you greater flexibility when defining or modifying RBL rules.
The RBL framework is highly scalable, configurable, and helps deliver better performance. It enables you to:
- Create your own rules based on both standard and custom objects.
- Group rules to increase efficiency.
Two RBL framework walkthroughs guide you with step-by-step instructions to execute the RBL rules.
- Calculate Total Household Portfolio Value (Managed Package)
Here’s a step-by-step guide to roll up the financial account balances for each household. This example considers all the accounts that are part of the household and all the financial accounts that belong to each account in the rollup operation. - Group Rules to Optimize the Calculations (Managed Package)
Step-by-step guide to group rules and optimize the rollup of cash balances of all financial accounts to the household.
