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自定义财务客户页面布局
将源系统 ID 字段添加到财务客户页面布局。此字段显示核心银行系统中的财务账户 ID。ID 确定要从核心银行系统中提取数据的帐户。

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将源系统 ID 字段添加到财务客户页面布局。此字段显示核心银行系统中的财务账户 ID。ID 确定要从核心银行系统中提取数据的帐户。
适用于:Lightning Experience 适用于:Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要使用获取财务账户详细信息和获取财务账户交易: | Financial Services Cloud Extension 或 Financial Services Cloud Foundations 或 FSC Sales 或 FSC Service |
| 指派权限: | 自定义应用程序 |


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