您在此处:
启用按查找规则汇总(受管软件包)
为客户和小组级汇总启用 RBL 规则。
这是 Financial Services Cloud 受管软件包功能。
- 从设置中,在快速查找框中,输入自定义设置,然后选择自定义设置。
- 单击财富应用程序配置旁边的管理。
- 单击编辑。
- 选择启用小组记录汇总和启用汇总汇总。
- 保存更改。
-
激活要使用的 RBL 规则。
备注 保险单参与者和索赔参与者不支持 RBL 规则。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.