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Enable Rollup By Lookup Rules (Managed Package)
Enable RBL rules for client- and group-level rollups.
This is a Financial Services Cloud managed package feature.
- From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
- Click Manage next to Wealth Application Config.
- Click Edit.
- Select Enable Group Record Rollups and Enable Rollup Summary.
- Save your changes.
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Activate the RBL rules that you want to use.
Note RBL rules aren’t supported for Insurance Policy Participants and Claim Participants.
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