Enable
Policy and Claim Rollup-By-Lookup Summaries at Household Level
Add the provided rollup-by-lookup (RBL) summaries on the account household page layout
to show total household policies, policy premiums, claims on policies, and claim amount paid by
a policyholder’s primary household. Then activate the RBL rules to calculate the
summaries.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From the App Launcher, find and open Rollup By Lookup
Configurations.
Change the list view to All.
For each of the following rules, select the check box in the Active column.
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