Konfigurera en självbetjäningsportal med hjälp av mallen Financial Services Client Portal och ge dina användare i kunddiskussionsgruppen en självstyrd process för att begära kontoutdragskopior av sina konton.
| Användarbehörigheter som krävs för att | |
|---|---|
| Konfigurera självbetjäningsprocessen för Kopior av begärandeutdrag: | Anpassa program |
Innan du börjar, se till att du konfigurerar serviceprocessen Begär utdragskopior. Se Konfigurera och konfigurera serviceprocessen för begärandeuttrycket Kopior.
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