Record Rollups in Public Sector

When caseworkers review benefit applications, to help determine eligibility, they often want to check the benefits that are already assigned to the members of the household. Sounds simple, but because benefit assignments aren’t directly related to party relationship groups, the caseworker has to navigate through the connecting objects to find the information: They go to the party relationship group’s parent account, select a group member from the Related Contacts related list, and then view the Benefit Assignments related list on the group member’s person account record page. The caseworker repeats the process to see the benefits that are assigned to each member of the party relationship group.

Make it easy for caseworkers and others to find information from two unrelated objects by using record rollups. With record rollups, you roll up, or aggregate, the records of a source object (such as benefit assignment) with the relevant record of another, unrelated target object (such as party relationship group). To view only a subset of records (such as benefit assignments for a specific benefit program), apply filters to aggregate only the records that matter to users. Users see the aggregated records in the Record Aggregation Result related list, in a Lightning component on the target object’s record page, or on the Record Aggregation Results list view.

To set up record rollups, first identify the object whose records you want to aggregate (benefit application, in our example), and the unrelated object (party relationship group, in our example) that you want to associate with the aggregated records. Create a record rollup definition that specifies the objects, filter conditions, and join conditions. Then, configure and run a Data Processing Engine definition and a schedule-triggered flow to activate and sync the definition and aggregate results, which are stored in the Record Aggregation Result object. You can create multiple record rollup definitions, and create them for any two unrelated objects, not just benefit application and party relationship group.