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在 Financial Services Cloud 中如何建模識別文件、其他資產、負債、目標和收入?
自訂物件用於代表其他資產、負債和目標。在個別模型中,這些物件與帳戶物件相關。
自訂物件用於代表其他資產、負債和目標。在個別模型中,這些物件與帳戶物件相關。
| 提供版本:Lightning Experience |
| 提供版本:Professional、Enterprise 及 Unlimited Edition |
| 物件 | 標準或自訂 | 代表 | 記錄類型 |
|---|---|---|---|
| 資產與負債 | 自訂 | 財務帳戶中未以其他方式呈現的資產 (例如房地產或收集品) 和負債 (例如抵押貸款)。 |
|
| 財務目標 | 自訂 | 個人的財務目標,例如退休或購買房屋。 | |
| 識別文件 | 自訂 | 用於驗證人員身分之文件的詳細資料。 | |
| 收入 | 自訂 | 從管理個人的財務帳戶或提供顧問服務產生的收入。 |

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