Rollup By Lookup rules versus Financial Summary Rollup
Key Takeaway
Rollup By Lookup (RBL) rules are a managed package feature. Convert them to Data Processing Engine definitions when they run too slowly or need formulas and more data sources. Financial Summary Rollup works without the managed package: clone its predefined Data Processing Engine definitions, run them with schedule-triggered flows, and show the results on the record page.
Rollup By Lookup (RBL) rules and Financial Summary Rollup both add up a client's financial information at the household or client level. RBL rules belong to the Agentforce Financial Services managed package. Financial Summary Rollup is the standard feature that works without installing the managed package. When you configure rollups from a project design, you need to know which feature fits the org, how to set it up, and how its totals stay current.
What both features total
Both features compute numeric totals from a customer's financial information for a household (group) or an individual client, so relationship managers don't have to piece data together from many objects. Example totals include:
- Total investment value
- Total liability value
- Total bank deposit value
- Total sum insured
- Total policy count