What functionality can Rollup By Lookup (RBL) provide for this requirement?

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels.

What functionality can Rollup By Lookup (RBL) provide for this requirement?
A . RBL calculations can not be disabled when importing data into your Salesforce org.
B . An RBL rule displays summary calculations of financial account information, such as account balances.
C . When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
D . Rollups for multiple joint owners are not supported
E . Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Answer: B, C, E

Explanation:

The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:

An RBL rule displays summary calculations of financial account information, such as account balances, net worth, total assets, total liabilities, and so on1.

When you edit a financial account record or primary group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.

Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1.

Verified Reference: 1