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保险产品资格规则
定义客户的产品资格,以确保用户仅看到产品目录中的特定产品。您可以根据位置、客户属性或年龄等标准来鉴定或取消鉴定产品。
您在此处:
定义客户的产品资格,以确保用户仅看到产品目录中的特定产品。您可以根据位置、客户属性或年龄等标准来鉴定或取消鉴定产品。
| 适用于:Lightning Experience |
| 适用于:数字保险平台的Enterprise、Unlimited和Developer Edition,其中产品配置通过收入生命周期管理加载项启用 |
默认情况下,产品目录中的所有产品都是合格的。使用资格规则指定哪些产品和类别保持合格或不合格的条件。在保险中,资格规则确定客户对保险产品和可选承保范围的资格。
当产品符合指定的资格标准时,该产品即为合格。在报价流程中使用资格规则,以排除潜在客户没有资格的保险产品和可选承保范围。例如,对于美国市场,您可以为医疗保险补充保险产品创建资格规则,以筛选出任何 65 岁以下的人,从而不向他们提供该产品。

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