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財務中介人所需的文件種類與文件類型
建立架構來收集並分類合規性記錄,以簡化中介公司驗證。設定文件類型和種類,以建立檔案 (例如公司授權) 與上線需求的關聯。使用文件種類文件類型對應來自動化入院並加速盡職調查。

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建立架構來收集並分類合規性記錄,以簡化中介公司驗證。設定文件類型和種類,以建立檔案 (例如公司授權) 與上線需求的關聯。使用文件種類文件類型對應來自動化入院並加速盡職調查。
| 提供版本:Lightning Experience |
| 提供版本:Professional、Enterprise 及 Unlimited Edition |
收集中介公司和公司員工的文件,以順利上線。使用「文件種類文件類型」記錄,將文件類型與文件種類相關聯。
| 文件種類 | 文件類型 |
|---|---|
| 公司和法律文件 |
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| 犯罪背景檢查 |
|
| 財務對帳單 |
|
| 地址證明 |
|
| 身分證明 |
|
| 收入證明 |
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| 授權證明 |
|

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