Insurance Agent Console에서 고객이 보유한 모든 증권을 통합적으로 확인합니다. 유형별로 그룹화된 증권을 사용하여 보험된 항목 세부 사항 및 참가자 또는 수혜자 세부 사항을 볼 수 있습니다. 검색 도구를 사용하여 특정 증권 또는 보험 항목을 나열합니다.
적용 조건: 이번 변경 사항은 Insurance Industries 관리형 패키지가 포함된 Professional, Enterprise, Unlimited Edition의 Lightning Experience 적용됩니다.
대상: 정책 360°은 Industry Service Excellence 권한 집합 및 FSC Insurance 권한 집합이 할당된 사용자가 사용할 수 있습니다.
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