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为零售存款客户来源创建文档类别文档类型
创建文档类别文档类型,以定义申请人在存款账户开立过程中必须上传的身份和支持文档。定义这些类型可确保决策矩阵中引用的文档标签与贵组织中的记录完全匹配,从而防止上传错误。
创建文档类别文档类型,以定义申请人在存款账户开立过程中必须上传的身份和支持文档。定义这些类型可确保决策矩阵中引用的文档标签与贵组织中的记录完全匹配,从而防止上传错误。
适用于:Lightning Experience 适用于:Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 设置数字借贷: | 数字借贷权限集 |
| 配置资格规则: | 规则引擎设计器 和 产品目录管理设计者 |
| 运行资格规则: | 产品目录管理查看器 |

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