Short answer
A roll-up summary calculates a value on a parent record from its related child records, such as the total of all opportunities on an account or the combined balance of every financial account in a household. In Financial Services Cloud, roll-ups produce household AUM and activity totals.
Roll-Up Summary explained
Standard roll-up summary fields work on master-detail relationships and support count, sum, minimum and maximum. For other relationships, firms use Flow, Data Processing Engine or FSC's record roll-up configuration. Roll-ups keep summary numbers consistent instead of relying on users to type totals.
Roll-up design matters for reporting accuracy: joint accounts, inactive records and multiple currencies all need rules.
How Vantage Point helps: we design roll-ups for AUM, premiums and activity so household and account summaries match the source systems.
Frequently asked questions
Why is my household AUM wrong?
Usually joint accounts counted twice, inactive accounts included, or a roll-up that has not recalculated after a data load.
Can roll-ups work without master-detail relationships?
Yes, using Flow, FSC record roll-ups or Data Processing Engine instead of standard roll-up summary fields.