您在此处:
创建承保规则
创建承保规则,以控制报价阶段转换。如果根产品满足指定条件,报价将进入目标阶段。定义使用业务规则引擎或约束规则引擎进行评估的承保规则。
您在此处:
创建承保规则,以控制报价阶段转换。如果根产品满足指定条件,报价将进入目标阶段。定义使用业务规则引擎或约束规则引擎进行评估的承保规则。
| 适用于:Lightning Experience |
| 适用于:带数字保险平台的 Enterprise、Unlimited 和 Developer Edition |
| 权限集许可证 | 描述 |
|---|---|
| 数字保险产品管理 | 允许用户创建承保规则。 |
| 行业阶段管理加载项 |
| 所需用户权限 | |
|---|---|
| 访问配置承保规则所需的对象和界面 | 履行设计者 |

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