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驗證風險評估狀態
當申請者的 KYC 文件獲得批准時,「對象設定檔」記錄的階段會更新為「風險評估」。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
當申請者的 KYC 文件獲得批准時,「對象設定檔」記錄的階段會更新為「風險評估」。
| 提供版本:已啟用 Financial Services Cloud 的 Lightning Experience Professional、Enterprise 及 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 檢閱風險評估狀態: | Financial Services Cloud 擴充或 FSC 銷售 |
如果您設定運算式集來決定風險種類並設定「上線」:使用該運算式集評估「當事人設定檔」的風險種類並更新「當事人設定檔階段」流程時,當當事人設定檔記錄的階段更新為「風險評估」時,系統會叫用流程。流程也會建立「對象設定檔風險」記錄,並儲存風險種類。

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