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透過「要求保險證明」服務流程簡化要求保險證明的流程,節省時間並提升客戶滿意度。客戶可以透過自助式服務入口網頁獨立要求保險證明,或服務工作人員可以為其開始要求。
位置：此變更適用於已啟用 Financial Services Cloud 和 Financial Services Cloud Insurance 的 Lightning Experience Professional、Enterprise 和 Unlimited Edition。
誰:若要使用此功能,使用者需要「產業傑出服務」權限集和「Omnistudio 管理員」或「Omnistudio 使用者」權限集。他們也需要 FSC Insurance 權限集授權和 Financial Services Cloud Extension、Financial Services Cloud 基本或 Financial Services Cloud Standard 權限集授權。
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