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保险产品配置规则
使用配置规则简化配置体验并减少配置错误。在报价中配置产品时,产品配置规则会确保所有产品具有有效属性,并与产品中的其他产品兼容。
您在此处:
使用配置规则简化配置体验并减少配置错误。在报价中配置产品时,产品配置规则会确保所有产品具有有效属性,并与产品中的其他产品兼容。
| 适用于:Lightning Experience |
| 适用于:数字保险平台的Enterprise、Unlimited和Developer Edition,其中产品配置器通过收入生命周期管理加载项启用 |
通过产品目录管理中的配置规则,您可以确保用户选择正确的产品集,并且产品配置符合业务需求和标准。通过根据产品及其属性定义规则,您可以防止错误配置,并确保准确的报价和无缝的客户体验。这些规则通过在触发规则时通知用户并指导他们完成解决错误的步骤来防止配置错误。

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