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            Aggregate Records Using API

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            3. Financial Services Cloud Admin Guide

            Aggregate Records Using API

            Use Household API Setup to retrieve household details and related records, such as Financial Accounts, Financial Holdings, Assets and Liabilities, and Members with Connect API calls. You don’t have to be a Salesforce developer. Show the retrieved household details in your third-party financial planning tool when connected using financial planning integration for wealth management. Your financial planning tool analyzes the data from the Connect API to show financial data about your customers, such as financial goals, credit risk assessment, and household members.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            To aggregate household records, install the household API for the Wealth Management unmanaged package. The package contains the household API Retrieval Summary Definition that retrieves household details. The summary definition uses the Household Members, Household Financial Accounts, and Household Assets and Liabilities record aggregation definitions, and the fields for each object.

            To aggregate records from Household Account record pages, confirm that the plans and goals feature are enabled in your Salesforce org. If you want to use the unmanaged package that shows data from the package tables in the Financial Services Cloud package, then confirm that the Financial Services Cloud package is installed in your Salesforce org. 

            Record rollup definitions and household API make it easy for your financial advisors to view details from two unrelated objects by using record aggregation. A rollup definition aggregates the records of one object (for example, AssetsAndLiabilities) and associates them with the relevant record of another, unrelated object (such as Party Relationship Group).

            To view a subset of records (such as assets and liabilities for one member of a party relationship group), apply filters to aggregate only the records that matter to users. 

            The Data Processing Engine uses active record rollup definitions to get the aggregated records. Before continuing, enable the data pipeline and assign permissions to work with the data processing engine:

            See Also

             
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