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建立存款帳戶來源的文件種類文件類型
建立「文件種類文件類型」以定義申請人在存款開戶流程期間必須上載的身分與支援文件。定義這些類型可確保在決策矩陣中參照的文件標籤完全符合您組織中的記錄,以避免發生上載錯誤。
建立「文件種類文件類型」以定義申請人在存款開戶流程期間必須上載的身分與支援文件。定義這些類型可確保在決策矩陣中參照的文件標籤完全符合您組織中的記錄,以避免發生上載錯誤。
提供版本:Lightning Experience 提供版本:Professional、Enterprise 及 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 若要設定數位出借: | 數位出借權限集 |
| 若要設定資格規則: | 規則引擎設計工具 與 產品型錄管理設計師 |
| 若要執行資格規則: | 產品型錄管理檢視者 |

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