您位於此處:
數位出借的使用個案範例揭露與同意
若要瞭解如何設定與管理數位出借的揭露與同意,請檢閱客戶申請個人貸款的情境,然後瞭解如何進行設定。
若要瞭解如何設定與管理數位出借的揭露與同意,請檢閱客戶申請個人貸款的情境,然後瞭解如何進行設定。
提供版本:Lightning Experience 提供版本:Professional、Enterprise 及 Unlimited Edition |
批准個人貸款之前,貸款機構必須與申請人共用必要揭露,並取得其同意,以代表其執行動作。機構也必須以申請者的語言呈現此資訊。若沒有自動程序,貸款專員必須手動判斷哪些揭露適用於每個產品和地區設定,進而增加合規性錯誤的風險。
該機構使用決策矩陣,自動將個人貸款產品和主要申請者類型與正確的資料使用用途記錄進行比對,這會定義收集客戶同意與揭露的原因。授權表單包含申請者看到的揭露與同意文字。由於授權表單使用英文地區設定,因此當申請者從英文地區設定完成個人貸款申請時,會顯示英文揭露與同意文字。
若要建立此範例,請完成「目錄」中「數位出借的揭露與同意」下方的工作。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.