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Rollup By Lookup Rules (Managed Package)
Rollup By Lookup (RBL) rules aggregate your data at a high level. When you edit a financial account record or primary group membership, the RBL configuration updates the corresponding RBL client- and group-level summaries.
This is a Financial Services Cloud managed package feature.
RBL rules are available only for Assets and Liabilities, Claims, Financial Accounts, Financial Account Roles, Insurance Policies, and Revenues objects.
Warning We don’t recommend or provide support for creating or customizing Financial
Services Cloud RBL rules.
- Rollup By Lookup Configuration and Criteria Fields (Managed Package)
Use Rollup By Lookup Configuration and Rollup By Lookup Criteria fields to control when RBL rules are triggered. - Packaged Rollup By Lookup Configurations (Managed Package)
Financial Services Cloud supports these packaged RBL configurations. - Enable Rollup By Lookup Rules (Managed Package)
Enable RBL rules for client- and group-level rollups. - Perform Rollup-by-Lookup Calculations Faster with Data Processing Engine (Managed Package)
Switch to the enhanced Rollup-by-Lookup (RBL) framework and 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. With Data Processing Engine, you have greater flexibility when defining or modifying RBL rules. For example, you can add multiple data sources, define joins and appends, and add formulas to your rules.
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