Dokumentgenerering og e-postkonfigurasjon for prosessen for forsikringsbevis for forespørsler
Tilordne inntaksskjemadataene til en standard PDF-mal. Send det genererte dokumentet til policyholderen ved å konfigurere en Apex i innfrielsesflyten.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise, Unlimited og Developer Edition med Financial Services Cloud og Unified Catalog.
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