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为付款计划映射创建决策表
使用预定义模板创建决策表。决策表帮助您根据客户的财务账户类型和债务情况映射付款计划类型。创建 CSV 文件,其中包含财务客户类型到付款计划类型的映射详细信息。将此 CSV 文件添加到决策表。

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您在此处:
使用预定义模板创建决策表。决策表帮助您根据客户的财务账户类型和债务情况映射付款计划类型。创建 CSV 文件,其中包含财务客户类型到付款计划类型的映射详细信息。将此 CSV 文件添加到决策表。
| 适用于:Lightning Experience |
| 适用于:查看产品和版本可用性。 |
| 所需用户权限 | |
|---|---|
| 创建、编辑和激活决策表: | 规则引擎设计器 |
| 运行决策表: | 规则引擎设计器 或者 规则引擎运行时 |
以下是显示财务客户类型和付款计划类型之间映射的示例表。根据业务需求创建 CSV 文件,以详细说明此映射。然后,创建决策表,并向其添加 CSV 数据。
财务客户类型 |
付款计划类型 |
|---|---|
| 房屋贷款 | 每月付款计划:6 个月计划 |
| 房屋贷款 | 每月付款计划:12 个月计划 |
| 抵押贷款账户 | 双周付款计划:6 个月 |
| 抵押贷款账户 | 每月付款计划:18 个月 |
| 信用卡 | 一次性总付 |
| 信用卡 | 每月付款计划:3 个月 |

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