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汇总受管护理计划绩效
根据受管护理计划类型(例如 Medicare Advantage)创建评级和投保人保留率的汇总。
根据受管护理计划类型(例如 Medicare Advantage)创建评级和投保人保留率的汇总。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited 和 Developer Edition |
| 所需权限集 | |
|---|---|
| 要输入和修改数据: | Net Zero Cloud 经理 或 Net Zero Cloud 管理员 |
如果您选择了子公司客户,并且披露报告期与附属公司客户无关,Net Zero Cloud 会将此记录视为子公司数据。

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