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內容警示
透過為銀行業者、工作人員和顧問提供醒目提示客戶優先順序和機會的內容警示,來提升員工效率並減少認知負擔。使用引導式設定體驗,輕鬆設定並啟用這些警示。為您的組織量身打造記錄警示、探索預先設定的內容警示,並為您要啟用的警示建立 Data Cloud 動作。

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透過為銀行業者、工作人員和顧問提供醒目提示客戶優先順序和機會的內容警示,來提升員工效率並減少認知負擔。使用引導式設定體驗,輕鬆設定並啟用這些警示。為您的組織量身打造記錄警示、探索預先設定的內容警示,並為您要啟用的警示建立 Data Cloud 動作。
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內容警示使用「可運作事件協調流程」概述建立內容警示的動作。可操作事件協調流程記錄代表可操作事件的詳細資料,並指定如何協調流程。記錄會指定事件類型與子類型。執行程序會指定執行協調流程的自動程序類型、與處理可操作事件的運算式集相關的內容定義,以及處理可操作事件的內容對應。

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