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管理受益人服务流程的自助服务
授予客户社区用户对自助入口网站(例如 Financial Services Client 入口网站)上管理受益人服务流程的访问权限。在您将服务流程与自助入口网站一起使用时,客户可以随时从任何地方提出服务流程请求。通过自助渠道捕获客户对管理受益人的请求。
- 将管理受益人设置为财富银行的自助流程
使用金融服务客户入口网站模板配置自助入口网站,并为客户提供社区用户自我指导的流程来管理投资账户的受益人。
授予客户社区用户对自助入口网站(例如 Financial Services Client 入口网站)上管理受益人服务流程的访问权限。在您将服务流程与自助入口网站一起使用时,客户可以随时从任何地方提出服务流程请求。通过自助渠道捕获客户对管理受益人的请求。

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