Configurez un portail en libre-service en utilisant le modèle Portail client des services financiers et offrez aux utilisateurs de votre communauté de clients un processus autoguidé pour configurer la distribution minimale requise pour leurs comptes de retraite.
| Disponible avec : Lightning Experience |
| Disponible avec : Éditions Professionnelle, Entreprise et Unlimited dans lesquelles Financial Services Cloud est activé |
| Autorisations utilisateur requises | |
|---|---|
| Pour configurer le processus en libre-service Configuration de la distribution minimale requise : | Personnaliser l'application |
Avant de commencer, configurez le processus de service Configuration de la distribution minimale requise.
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