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解決方案會自動化功能的組態,例如「業務關係計畫」(BRP)、互動摘要、興趣標籤、時程表和業務里程碑。「商業銀行關係解決方案」也可協助管理員部署範例資料和中繼資料,例如公司帳戶、連絡人、動作計畫範本和帳戶計畫。
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