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部署金融中介发现框架模板
使用适用于数字借贷的金融中介模板,加速中介网络扩展。使用 Discovery Framework 和 Omnistudio 简化中介公司和员工的入职培训。自定义指导表单以管理合规性、自动化批准并授予基于角色的访问权限。
使用适用于数字借贷的金融中介模板,加速中介网络扩展。使用 Discovery Framework 和 Omnistudio 简化中介公司和员工的入职培训。自定义指导表单以管理合规性、自动化批准并授予基于角色的访问权限。
| 适用于:Lightning Experience in Professional、Enterprise 和 Unlimited Editions. |
| 所需用户权限 | |
|---|---|
| 设置数字借贷: | 数字借贷权限集 |
| 要使用发现框架模板: | 行业评估权限集 |
部署完成后,激活金融中介工件,然后将其用于中介公司和员工入职培训。接收流程会为主要申请人创建评估,并在记录中捕获信息,例如相关方简档和申请表。

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