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适用于索赔的索赔分析页面
使用嵌入在索赔页面中的“索赔分析”仪表板快速查看过去提交的索赔趋势。使用见解来了解模式和趋势,并决定批准或拒绝索赔。
使用嵌入在索赔页面中的“索赔分析”仪表板快速查看过去提交的索赔趋势。使用见解来了解模式和趋势,并决定批准或拒绝索赔。
| 适用于:启用了 Manufacturing Cloud 和适用于保修生命周期管理的 CRM Analytics 的 Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 要访问适用于保修生命周期管理的 CRM Analytics 仪表板: | CRM Analytics Plus 用户和 Analytics for Manufacturing 用户或 RI for Manufacturing 用户 |
根据原因部分和特定期间筛选索赔分析 - 嵌入式仪表板上的图表。您可以查看各种 KPI 的值,并查看每个 KPI 的趋势图,以分析一段时间内的进度。仪表板也会显示当前索赔处理时间和处理索赔的平均天数。
使用以下筛选字符串信息将索赔分析仪表板嵌入索赔页面:
{"datasets":{"Warranty_ClaimCoverage":[{"fields":["ClaimItem.ClaimId"],
"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
有关嵌入仪表板的一般说明,请参见 在 Lightning 页面中嵌入仪表板。

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