Salesforce Financial Services Cloud: Financial Accounts not rolling up to Household

FSC record rollups are controlled by the Wealth Application Config custom setting. When Group Record Rollups or Rollup Summary is not enabled, Financial Accounts do not aggregate onto the Household record.

Enable the rollup settings

1. Log in as a System Administrator.
2. Navigate to Setup > Custom Settings.
3. Locate Wealth Application Config and select Manage.
4. Select Edit.
5. Enable the Enable Group Record Rollups checkbox.
6. Enable the Enable Rollup Summary checkbox.
7. Select Save.

Confirm the Financial Account is linked to the Household

When record rollups are enabled at the group level, corresponding records are stamped with the Primary Group in the FinServ__Household__c lookup field. Financial Accounts that are not linked to a Primary Group will not roll up.

• Open the affected Financial Account record and confirm the Household lookup field references the correct Household (Primary Group).
• Confirm the Financial Account owner or related member is associated with the Household group.

Verification

After enabling the settings and confirming the rollup definitions:

• Open the Household record and verify that the rolled-up Financial Account balances and related records are displayed.
• Reopen a Financial Account, confirm it is saved with the correct Household, and verify that it appears in the Household rollups.