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更新設定檔服務流程的自助式服務
授與您的客戶社群使用者在自助式服務入口網頁 (例如「財務服務用戶端」入口網頁) 上「更新設定檔」服務流程的存取權。當您透過自助式服務入口網頁提供服務流程時,您的客戶可以隨時隨地提出服務流程要求。藉由自助式服務管道,針對客戶更新其帳戶設定檔資訊的要求。
- 將更新設定檔設定為 Wealth Banking 的自助式服務流程
使用「財務服務用戶端入口網頁」範本設定自助式服務入口網頁,並為您的客戶社群使用者提供自助式流程來更新其設定檔資訊。
授與您的客戶社群使用者在自助式服務入口網頁 (例如「財務服務用戶端」入口網頁) 上「更新設定檔」服務流程的存取權。當您透過自助式服務入口網頁提供服務流程時,您的客戶可以隨時隨地提出服務流程要求。藉由自助式服務管道,針對客戶更新其帳戶設定檔資訊的要求。

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