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            Manage Rollups to Accelerate Data Loads (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Manage Rollups to Accelerate Data Loads (Managed Package)

            Changes made through the user interface to a single Financial Account or Account Contact Relationship membership record trigger immediate RBL updates. Changes made via bulk operations or the Group Builder queue the updates which means that data loads more slowly when rollups and RBL are enabled. Before initiating insert or update operations, you can disable rollups to speed up data loading. You can control whether rollup-by-lookup rules or record rollups are queried and calculated for your org or for a specific profile or user.

            Required Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Important
            Important Enable rollups during Financial Account delete operations to ensure that rollups are correctly calculated and updated on the target records.
            1. From Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.
            2. Next to Wealth Application Config, click Manage.
            3. Click Edit to modify the Default Organization Level Value setting.
              Note
              Note If a Default Organization Level isn’t defined, click New to define a new Default Organization Level Value.
            4. Deselect Enable Rollup Summary and Enable Group Record Rollup.
              Note
              Note You can temporarily disable the settings at your Default Organization Level Value, but enable them after completing the data load operation. You can also create or modify user- or profile-level settings in the Setup Owner related list below the Default Organization Level Value. For example, if you’re using an Integration User or profile for data loads with ETL tools, you can permanently disable the settings for the Integration User or profile using the Setup Owner related list.
            5. Save your changes.
            6. Insert and update Financial Accounts using Data Loader.
            7. Select Enable Rollup Summary and Enable Group Record Rollup.
              This step is optional if you disabled the settings only for a user or profile.
            8. Run GroupAssignmentBatchable.
              Important
              Important

              If you deselect the Enable Rollup Summary setting, new and modified financial accounts are not displayed or modified on the Group and Household related lists. After you run a GroupAssignmentBatchable job, the household financial account related lists display the Financial Account records at the household level.

              Note
              Note

              If you enabled the new Record Rollup Optimization (Beta) org preference, use the new HouseholdAssignmentBatchable batch job instead of GroupAssignmentBatchable to roll up records in batches.

            9. Run RunRBLBatchable.
            10. Save your changes.
             
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