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客服人员主题:开单周期管理
帮助服务代表捕获客户对选定信用卡开单日期的更改请求。指导用户选择卡,并设置新的有效开单日期。在创建个案以完成请求之前,请清楚地解释此更改的影响,包括关于利息费用的任何免责声明或对计费周期的更改。特定贷款客户的贷款还清报表。

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帮助服务代表捕获客户对选定信用卡开单日期的更改请求。指导用户选择卡,并设置新的有效开单日期。在创建个案以完成请求之前,请清楚地解释此更改的影响,包括关于利息费用的任何免责声明或对计费周期的更改。特定贷款客户的贷款还清报表。
| 适用于:Lightning Experience |
| 适用于:具有 Agentforce for Financial Services 加载项许可证或包含在 Agentforce 1 Financial Services Edition 中的 Professional、Enterprise 和 Unlimited Edition。需要每个用户拥有 Agentforce for Financial Services 加载项,才可以访问操作。 |
| 所需用户权限 | |
|---|---|
| 配置和使用开单周期管理客服人员主题: | Financial Services Cloud 扩展或 FSC 服务 与 访问银行服务帮助 |
| 要使用 Agentforce 员工客服人员: | 管理 AI 客服人员和管理 Agentforce 员工客服人员 |

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