TRES Finance — Rollup Rules

Analyze an organization's sub-transaction patterns, identify groups of repetitive transactions, and propose rollup rules that consolidate them into a single entry per interval for cleaner ERP integration. This is a data-driven discovery flow — you find the candidates from the data, validate each against real transactions, then present and create them.

A rollup rule is keyed on FOUR dimensions that together define exactly which sub-transactions it claims: internalAccount (wallet) + asset KEY + platform + balanceFactor (direction). Optional discriminating filters (fees, methodIds, subtxType, amount bounds, counterparties) narrow it further. Everything you discover and propose must map onto this shape — see the Rule Field Reference at the bottom.

A rollup is non-destructive: the original raw sub-transactions are always preserved and visible in the Rollup Breakdown report.