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验证风险评估状态
当申请人的 KYC 文档获得批准时,相关方简档记录的阶段将更新为风险评估。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
当申请人的 KYC 文档获得批准时,相关方简档记录的阶段将更新为风险评估。
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition 中的 Lightning Experience |
| 所需用户权限 | |
|---|---|
| 查看风险评估状态: | Financial Services Cloud 扩展或 FSC 销售 |
如果您设置表达式集来确定风险类别并配置了入职培训:评估相关方简档的风险类别,并使用该表达式集更新相关方简档阶段流,该流将在相关方简档记录的阶段更新为风险评估时调用。该流还会创建相关方简档风险记录,并存储风险类别。

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