Konfigurer pluklisteværdier for overførsel af midler til Egen konto-serviceproces
Registrer nøjagtige detaljer for en anmodning om overførsel af midler ved at give brugere korrekte pluklisteværdier for overførselstype-, frekvens- og statusfelter på objektet Anmodning om overførsel af midler.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Unlimited og Developer Edition med Financial Services Cloud og Unified Catalog.
Brugertilladelser påkrævet
Hvis du vil oprette tilpassede felter og aktivere pluklisteværdier:
Tilpas applikation
Udfør kun denne opgave, hvis du bruger Financial Services Cloud-standardobjekter. Hvis du bruger FSC-administrerede pakkeobjekter, skal du oprette et tilpasset objekt til at håndtere anmodninger om overførsel af midler.
Skriv Objektmanager i feltet Find hurtigt i Opsætning, og vælg derefter Fundoverførselsanmodning.
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