{"id":2998,"date":"2021-01-06T01:17:17","date_gmt":"2021-01-05T17:17:17","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2998"},"modified":"2021-01-06T01:17:17","modified_gmt":"2021-01-05T17:17:17","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e6%95%b0%e6%8d%ae%e6%a8%a1%e5%9e%8b%e5%9f%ba%e7%a1%80%e7%9f%a5%e8%af%86-%e6%8e%a2%e7%b4%a2%e4%bf%9d%e9%99%a9%e5%8d%95%e7%9a%84%e6%89%bf%e4%bf%9d","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2998","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u6570\u636e\u6a21\u578b\u57fa\u7840\u77e5\u8bc6 &#8211; \u63a2\u7d22\u4fdd\u9669\u5355\u7684\u627f\u4fdd\u8303\u56f4\uff0c\u8d44\u4ea7\u548c\u4ea4\u6613"},"content":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807<\/p>\n<p>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n<ul>\n<li>\u5217\u51fa\u5178\u578b\u4fdd\u9669\u5355\u7684\u5173\u952e\u5c5e\u6027\u3002<\/li>\n<li>\u8bbe\u7f6e\u7b56\u7565\u7684\u8986\u76d6\u8303\u56f4\u8be6\u7ec6\u4fe1\u606f\u3002<\/li>\n<li>\u914d\u7f6e\u653f\u7b56\u7684\u4ed8\u6b3e\u4fe1\u606f\u3002<\/li>\n<li>\u63cf\u8ff0\u4fdd\u9669\u6570\u636e\u6a21\u578b\u5982\u4f55\u652f\u6301\u5de5\u4eba\u7684\u8d54\u507f\u653f\u7b56\u3002<\/li>\n<\/ul>\n<h2 id=\"basics-of-an-insurance-policy\">\u4fdd\u9669\u5355\u7684\u57fa\u7840<\/h2>\n<p>\u4fdd\u9669\u6570\u636e\u6a21\u578b\u5c06\u4e0e\u4fdd\u9669\u5355\u548c\u7d22\u8d54\u6458\u8981\u76f8\u5173\u7684\u6240\u6709\u4fe1\u606f\u5e26\u5230Salesforce\uff0c\u56e0\u6b64\u60a8\u53ef\u4ee5360\u5ea6\u67e5\u770b\u4fdd\u5355\u6301\u6709\u4eba\u3002\u8ba9\u6211\u4eec\u770b\u770bCumulus\u5982\u4f55\u4e0e\u5176\u4e2d\u4e00\u4f4d\u4fdd\u5355\u6301\u6709\u4eba\u505a\u5230\u8fd9\u4e00\u70b9\u3002<\/p>\n<p>\u96f7\u5207\u5c14\u00b7\u4e9a\u5f53\u65af\uff08Rachel Adams\uff09\u662fCumulus\u7684\u957f\u671f\u9ad8\u51c0\u503c\u5ba2\u6237\uff0c\u5979\u4e0e\u8be5\u516c\u53f8\u6709\u6570\u9879\u8d22\u52a1\u5173\u7cfb\u3002\u5979\u6700\u8fd1\u4ece\u79ef\u4e91\u8d2d\u4e70\u4e86\u8f7f\u8f66\u8f7f\u8f66\u4fdd\u9669\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/fa6bf7b5fcc819a68561a90d1e939f79_house-01.png\" alt=\"\u96f7\u5207\u5c14\u7684\u6c7d\u8f66\u505c\u5728\u5979\u5bb6\u95e8\u5916\u3002\" \/><\/p>\n<p>\u4e00\u4e9b\u7b56\u7565\u5c5e\u6027\u5982\u4e0b\u3002<\/p>\n<ul>\n<li>\u6709\u6548\u671f\uff1a1\u5e74<\/li>\n<li>\u5f00\u59cb\u65e5\u671f\uff1a2020\u5e741\u67081\u65e5<\/li>\n<li>\u7ed3\u675f\u65e5\u671f\uff1a2020\u5e7412\u670831\u65e5<\/li>\n<li>\u5df2\u4ed8\u4fdd\u9669\u8d39\uff1a$ 1000<\/li>\n<\/ul>\n<p>\u5982\u679c\u60a8\u5df2\u7ecf\u83b7\u5f97\u4e86\u00a0Financial Services Cloud\u6570\u636e\u5efa\u6a21\u5fbd\u7ae0\uff0c\u60a8\u5c31\u4f1a\u77e5\u9053Rachel Adams\u88ab\u5efa\u6a21\u4e3a\u4e2a\u4eba\u5e10\u6237\uff0c\u8fd9\u662fFinancial Services Cloud\u7684\u957f\u671f\u5bf9\u8c61\u3002<\/p>\n<div class=\"box message info\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\">\n<p><img decoding=\"async\" class=\"img mtm\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usb473bb5ea1b7e61dfb07e6a7e547de6b.gif\" alt=\"\u6ce8\u610f\" \/><\/p>\n<div class=\"mediaBd\">\n<h4 class=\"mbs\">\u6ce8\u610f<\/h4>\n<div class=\"message-media-content\">\n<p>\u4e2a\u4eba\u5e10\u6237\u901a\u8fc7\u5c06\u67d0\u4e9b\u5e10\u6237\u548c\u8054\u7cfb\u4eba\u5b57\u6bb5\u7ec4\u5408\u5230\u5355\u4e2a\u8bb0\u5f55\u4e2d\u6765\u5b58\u50a8\u6709\u5173\u4e2a\u4eba\u7684\u4fe1\u606f\u3002\u4e2a\u4eba\u5e10\u6237\u4f7f\u60a8\u53ef\u4ee5\u5b58\u50a8\u9002\u7528\u4e8e\u4eba\u7c7b\u800c\u975e\u516c\u53f8\u7684\u4fe1\u606f\uff0c\u4f8b\u5982\u540d\u5b57\u548c\u59d3\u6c0f\u3002<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 id=\"key-objects\">\u5173\u952e\u5bf9\u8c61<\/h2>\n<p>\u4f46\u662f\uff0c\u5982\u4f55\u8868\u8fbeRachel\u6c7d\u8f66\u4fdd\u9669\u653f\u7b56\u5728Salesforce\u4e2d\u7684\u5173\u952e\u5c5e\u6027\uff1f\u4ee5\u4e0b\u5bf9\u8c61\u6355\u83b7\u4e86\u4fdd\u9669\u5355\u7684\u8be6\u7ec6\u4fe1\u606f\u4ee5\u53ca\u8be5\u4fdd\u9669\u6240\u6295\u4fdd\u7684\u6c7d\u8f66\u3002<\/p>\n<table class=\"featureTable sort_table\">\n<tbody class=\"tbody\">\n<tr>\n<td><strong>\u76ee\u7684<\/strong><\/td>\n<td><strong>\u63cf\u8ff0<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\u4fdd\u9669\u653f\u7b56<\/td>\n<td>\u5c06\u6b64\u89c6\u4e3a\u4fdd\u9669\u6570\u636e\u6a21\u578b\u4e2d\u7684\u6839\u5bf9\u8c61\u3002\u5176\u4ed6\u4e00\u5207\u90fd\u4ece\u8fd9\u91cc\u6d41\u51fa\u3002\u4fdd\u9669\u5355\u5bf9\u8c61\u6355\u83b7\u57fa\u672c\u4fe1\u606f\uff0c\u4f8b\u5982\u4fdd\u5355\u7f16\u53f7\u548c\u7c7b\u578b\uff0c\u88ab\u4fdd\u9669\u4eba\u540d\u79f0\uff0c\u751f\u6548\u65e5\u671f\uff0c\u9002\u7528\u4fdd\u8d39\u7b49\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u4fdd\u9669\u5355\u8d44\u4ea7<\/td>\n<td>\u8be5\u5bf9\u8c61\u5305\u542b\u8be5\u4fdd\u5355\u6240\u4fdd\u9669\u8d44\u4ea7\u7684\u9ad8\u7ea7\u4fe1\u606f\u3002\u8d44\u4ea7\u7684\u5b9e\u9645\u8be6\u7ec6\u4fe1\u606f\u5728\u201c\u5ba2\u6237\u5c5e\u6027\u201d\u5bf9\u8c61\u4e2d\u6355\u83b7\uff0c\u8be5\u5bf9\u8c61\u4ece\u6b64\u5904\u94fe\u63a5\u5230\u8be5\u5bf9\u8c61\u3002<\/td>\n<\/tr>\n<tr>\n<td>\u5ba2\u6237\u8d22\u4ea7<\/td>\n<td>\u8be5\u5bf9\u8c61\u8be6\u7ec6\u63cf\u8ff0\u4e86\u201c\u4fdd\u9669\u5355\u8d44\u4ea7\u201d\u5bf9\u8c61\uff0c\u5e76\u4e14\u5305\u542b\u8bf8\u5982\u6c7d\u8f66\u6a21\u578b\uff0c\u516c\u5e73\u5e02\u573a\u4ef7\u503c\u7b49\u8be6\u7ec6\u4fe1\u606f\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u8fd9\u662f\u6240\u6709\u8fd9\u4e9b\u4fe1\u606f\u53ca\u5176\u76f8\u4e92\u8054\u7cfb\u7684\u89c6\u89c9\u663e\u793a\u65b9\u5f0f\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/cf07d0c67a0a460402222175324bf432_data-20-model-201.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u4fdd\u9669\u5355\uff0c\u4fdd\u9669\u5355\u8d44\u4ea7\u548c\u5ba2\u6237\u8d22\u4ea7\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"reveal-the-coverage\">\u663e\u793a\u8986\u76d6\u8303\u56f4<\/h2>\n<p>\u6211\u4eec\u7684\u5168\u660e\u661f\u9500\u552e\u4ee3\u7406Zeynep\u6700\u521d\u5411Rachel\u51fa\u552e\u4e86\u5979\u7684\u6c7d\u8f66\u4fdd\u9669\u5355\uff0c\u800cZeynep\u73b0\u5728\u5e2e\u52a9Karuna\u4e3aCumulus\u5efa\u7acb\u4e86\u4fdd\u9669\u6570\u636e\u6a21\u578b\u3002Karuna\u4eceZeynep\u5f97\u77e5Rachel\u7684\u6c7d\u8f66\u653f\u7b56\u5305\u62ec\uff1a<\/p>\n<ul>\n<li>\u5168\u9762\u8986\u76d6<\/li>\n<li>\u78b0\u649e\u4f24\u5bb3\u8303\u56f4<\/li>\n<li>\u4eba\u8eab\u4f24\u5bb3\u4fdd\u9669<\/li>\n<\/ul>\n<p>\u78b0\u649e\u635f\u574f\u7684\u8303\u56f4\u5c24\u5176\u5305\u62ec\uff1a<\/p>\n<ul>\n<li>\u8d54\u507f\u9650\u989d\u4e3a$ 50,000<\/li>\n<li>\u4e2a\u4eba\u514d\u8d54\u989d$ 500<\/li>\n<\/ul>\n<p>\u53cd\u8fc7\u6765\uff0c\u96f7\u5207\u5c14\u653f\u7b56\u4e2d\u7684\u5176\u4ed6\u5185\u5bb9\uff08\u5168\u9762\u548c\u4eba\u8eab\u4f24\u5bb3\uff09\u4e5f\u6709\u8fdb\u4e00\u6b65\u7684\u7ec6\u5fae\u5dee\u522b\uff0c\u4f46\u6211\u4eec\u6682\u65f6\u4e0d\u6d89\u53ca\u8fd9\u4e9b\u5185\u5bb9\u3002Karuna\u5c06\u5979\u5230\u76ee\u524d\u4e3a\u6b62\u5bf9Rachel\u7684\u4fdd\u5355\u6240\u62e5\u6709\u7684\u5176\u4ed6\u8be6\u7ec6\u4fe1\u606f\u6620\u5c04\u5230Salesforce\u4fdd\u9669\u6570\u636e\u6a21\u578b\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/f8c51ae4bdc4b6c215e4a001a34d5e2b_data-20-model-202.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u4fdd\u9669\u5355\uff0c\u4fdd\u9669\u5355\u8d44\u4ea7\uff0c\u5ba2\u6237\u8d22\u4ea7\u548c\u4fdd\u9669\u5355\u6db5\u76d6\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"insurance-policy-participant\">\u4fdd\u9669\u5355\u53c2\u52a0\u8005<\/h2>\n<p>\u96f7\u5207\u5c14\uff08Rachel\uff09\u5e0c\u671b\u5979\u7684\u4e08\u592b\u5948\u6770\u5c14\uff08Nigel\uff09\u5305\u542b\u5728\u6c7d\u8f66\u4fdd\u9669\u5355\u4e2d\u3002\u5948\u6770\u5c14\uff08Nagel\uff09\u5468\u672b\u7528\u96f7\u5207\u5c14\uff08Rachel\uff09\u7684\u8f7f\u8f66\u6765\u6742\u8d27\u5e97\u8d2d\u7269\uff0c\u96f7\u5207\u5c14\uff08Rachel\uff09\u60f3\u786e\u4fdd\u81ea\u5df1\u88ab\u906e\u76d6\u3002Nigel\u901a\u8fc7\u4ed6\u7684\u5176\u4ed6\u91d1\u878d\u6295\u8d44\u5df2\u7ecf\u6210\u4e3aCumulus\u5ba2\u6237\u3002\u4e0eRachel\u4e00\u6837\uff0c\u4ed6\u4f7f\u7528Person Account\u5bf9\u8c61\u5728Salesforce\u4e2d\u5efa\u6a21\u3002<\/p>\n<p>Karuna\u4f7f\u7528\u201c\u4fdd\u9669\u4fdd\u5355\u53c2\u4e0e\u8005\u201d\u5bf9\u8c61\u5c06\u4ed6\u4e0eRachel\u7684\u4fdd\u5355\u8054\u7cfb\u8d77\u6765\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/d6f0455a3f8ab245ecdc2a1aedf38501_data-20-model-203.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u4fdd\u9669\u5355\uff0c\u4fdd\u9669\u5355\u8d44\u4ea7\uff0c\u5ba2\u6237\u8d22\u4ea7\uff0c\u4fdd\u9669\u5355\u627f\u4fdd\u8303\u56f4\u548c\u4fdd\u9669\u5355\u53c2\u4e0e\u4eba\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\uff0c\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u76f8\u4e92\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"multiple-assets-under-one-policy-nbsp\">\u4e00\u9879\u653f\u7b56\u4e0b\u7684\u591a\u79cd\u8d44\u4ea7<\/h2>\n<p>\u7531\u4e8e\u6700\u8fd1\u7684\u5de5\u4f5c\u5956\u52b1\uff0c\u96f7\u5207\u5c14\u51b3\u5b9a\u5956\u52b1\u81ea\u5df1\u5168\u65b0\u7684SUV\u3002\u5979\u5e0c\u671bCumulus\u5728\u73b0\u6709\u653f\u7b56\u4e0b\u4e3a\u8fd9\u8f86\u65b0\u8f66\u63d0\u4f9b\u670d\u52a1\u3002\u4f46\u662f\u5979\u60f3\u63d0\u51fa\u4e00\u4e9b\u7ec6\u8282\uff1a\u5979\u60f3\u5168\u9762\u8986\u76d6SUV\uff0c\u800c\u4e0d\u662f\u8f7f\u8f66\u3002\u5361\u9c81\u7eb3\u5f00\u59cb\u5de5\u4f5c\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/cef7ed7b55ade1a6eaaf2920e3b4858e_data-20-model-204.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u4fdd\u9669\u5355\uff0c\u4fdd\u9669\u5355\u8d44\u4ea7\uff0c\u5ba2\u6237\u8d22\u4ea7\u548c\u4fdd\u9669\u5355\u6db5\u76d6\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"data-model-versatility\">\u6570\u636e\u6a21\u578b\u7684\u591a\u529f\u80fd\u6027<\/h2>\n<p>\u96f7\u5207\u5c14\u7684\u4e08\u592b\u5948\u6770\u5c14\uff08Nigel\uff09\u4e5f\u4e00\u76f4\u5728\u75af\u72c2\u6536\u8d2d\u3002\u6700\u8fd1\u751f\u610f\u5174\u9686\uff0c\u4ed6\u7ed9\u81ea\u5df1\u4e70\u4e86\u4e00\u8f86\u65b0\u7684\u5c0f\u578b\u8d27\u8f66\u3002\u96f7\u5207\u5c14\u4e0eZeynep\u8fdb\u884c\u4e86\u6838\u5bf9\uff0c\u4ee5\u67e5\u770b\u662f\u5426\u53ef\u4ee5\u5c06\u65b0\u8f66\u6dfb\u52a0\u5230\u5979\u73b0\u6709\u7684\u6c7d\u8f66\u4fdd\u9669\u5355\u4e2d\uff0c\u4ee5\u53ca\u662f\u5426\u4f1a\u964d\u4f4e\u603b\u4fdd\u8d39\u3002\u662f\u7684\uff0c\u662f\u7684\uff01\u96f7\u5207\u5c14\uff08Rachel\uff09\u8fd8\u5e0c\u671b\u589e\u52a0\u5176\u7ee7\u5973\u5c3c\u4e9a\u62c9\uff08Nyala\uff09\u4f5c\u4e3a\u5c0f\u578b\u8d27\u8f66\u7684\u53f8\u673a\u3002<\/p>\n<p>Karuna\u5f00\u59cb\u4e3a\u8fd9\u4e2a\u9ad8\u7ea7\u65b9\u6848\u5efa\u6a21\u3002\u4fdd\u9669\u6570\u636e\u6a21\u578b\u7075\u6d3b\u800c\u7075\u6d3b\u662f\u4e00\u4ef6\u597d\u4e8b\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/385c9eae866b960ee07f8f309b7b2a5d_data-20-model-205.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u4fdd\u9669\u5355\uff0c\u4fdd\u9669\u5355\u8d44\u4ea7\uff0c\u4fdd\u9669\u5355\u53c2\u4e0e\u8005\u548c\u4fdd\u9669\u5355\u6210\u5458\u8d44\u4ea7\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u76f8\u4e92\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"youve-got-a-dashboard-alert\">\u60a8\u6709\u4eea\u8868\u76d8\u8b66\u62a5<\/h2>\n<p>Zeynep\u5728\u4e00\u4e2a\u661f\u671f\u4e00\u7684\u65e9\u6668\u767b\u5f55\uff0c\u53ea\u662f\u770b\u5230\u4e00\u4e2a\u4eea\u8868\u677f\u8b66\u62a5\uff0c\u63d0\u9192\u5979\u8fd9\u662f\u51e0\u5929\u91ccRachel\u768430\u5c81\u751f\u65e5\u3002\u66fe\u7ecf\u662f\u9500\u552e\u6447\u6eda\u660e\u661f\u7684Zeynep\u5229\u7528\u8fd9\u6b21\u673a\u4f1a\u5411Rachel\u4ea4\u53c9\u9500\u552e\u65b0\u7684\u4eba\u5bff\u4fdd\u9669\u3002<\/p>\n<p>Rachel\u611f\u8c22Zeynep\u7684\u79ef\u6781\u4e3b\u52a8\uff1a\u5979\u4eceCumulus\u8d2d\u4e70\u4e86\u8d44\u4ea7\u652f\u6301\u7684\u4eba\u5bff\u4fdd\u9669\u3002\u8fd9\u9879\u653f\u7b56\u53ef\u4ee5\u4fdd\u62a4\u751f\u547d\uff0c\u4f46\u4e5f\u53ef\u4ee5\u8ba9\u96f7\u5207\u5c14\u6295\u8d44\u4e8e\u80a1\u7968\u548c\u503a\u5238\u7b49\u5e02\u573a\u8bc1\u5238\u3002\u96f7\u5207\u5c14\uff08Rachel\uff09\u63d0\u540d\u5979\u7684\u4e08\u592b\u5948\u6770\u5c14\uff08Nigel\uff09\u4e3a\u653f\u7b56\u63d0\u540d\u4eba\u3002\u8ba9\u6211\u4eec\u6b23\u8d4f\u4e00\u4e0bKaruna\u5728\u8fd9\u4e0a\u9762\u7684\u624b\u5de5\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/95dd0da1a4606a647cb3e9417e5e87c0_data-20-model-206.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u201c\u4fdd\u9669\u5355\u201d\uff0c\u201c\u8bc1\u5238\u6301\u6709\u201d\u548c\u201c\u4fdd\u9669\u5355\u53c2\u4e0e\u8005\u201d\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u5173\u7cfb\u3002\" \/><\/p>\n<h2 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alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u4fdd\u9669\u5355\uff0c\u4fdd\u5355\u652f\u4ed8\u65b9\u5f0f\uff0c\u8d22\u52a1\u5e10\u6237\u548c\u8d22\u52a1\u5e10\u6237\u4ea4\u6613\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"a-bump-along-the-road\">\u8def\u4e0a\u7684\u98a0\u7c38<\/h2>\n<p>\u96f7\u5207\u5c14\uff08Rachel\uff09\u9700\u8981\u5c31\u81ea\u5df1\u7684\u6c7d\u8f66\u4fdd\u9669\u5355\u63d0\u51fa\u7d22\u8d54\u3002\u5f53Cumulus Insurance\u5c06\u7d22\u8d54\u7684\u6536\u76ca\u8f6c\u79fb\u5230Rachel\u7684\u94f6\u884c\u5e10\u6237\u65f6\uff0cKaruna\u4f7f\u7528Financial Account Transaction\u5bf9\u8c61\u4e3a\u8be5\u6d3b\u52a8\u5efa\u6a21\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/3038e557bf98b5c6dd628441ac651a9f_data-20-model-208.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u4fdd\u9669\u5355\uff0c\u7d22\u8d54\uff0c\u8d22\u52a1\u5e10\u6237\u4ea4\u6613\u548c\u8d22\u52a1\u5e10\u6237\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"weve-got-you-all-covered\">\u6211\u4eec\u5df2\u7ecf\u8986\u76d6\u4e86\u6240\u6709\u4eba<\/h2>\n<p>\u4fdd\u9669\u6570\u636e\u6a21\u578b\u652f\u6301\u66ff\u4ee3\u4fdd\u9669\u7684\u5b9e\u73b0\uff1a\u60a8\u53ef\u4ee5\u5c06\u4fdd\u9669\u7684\u4e3b\u5217\u8868\u5e26\u5165\u201c\u4fdd\u9669\u7c7b\u578b\u201d\u5bf9\u8c61\uff0c\u7136\u540e\u5229\u7528\u201c\u4fdd\u9669\u4fdd\u5355\u201d\u8054\u7ed3\u5bf9\u8c61\u5bf9\u5728\u7279\u5b9a\u4fdd\u5355\u4e0b\u8d2d\u4e70\u7684\u4fdd\u9669\u5efa\u6a21\u3002\u770b\u8d77\u6765\u5c31\u662f\u8fd9\u6837\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/f0cf2dde37a9944208d0d511e02c9475_data-20-model-209.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u201c\u4fdd\u9669\u5355\u201d\uff0c\u201c\u4fdd\u9669\u5355\u9669\u79cd\u201d\u548c\u201c\u9669\u79cd\u7c7b\u578b\u201d\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u76f8\u4e92\u5173\u7cfb\u3002\" \/><\/p>\n<h2 id=\"insurance-for-employers\">\u96c7\u4e3b\u4fdd\u9669<\/h2>\n<p>Rachel\u7684\u96c7\u4e3bCloud Kicks\u5df2\u8d2d\u4e70\u4e86\u5de5\u4eba\u8d54\u507f\u653f\u7b56\uff0c\u4ee5\u652f\u4ed8\u5176\u5de5\u5382\u53d1\u751f\u7684\u4efb\u4f55\u4e8b\u6545\u6240\u4ea7\u751f\u7684\u8d39\u7528\u3002\u5de5\u4eba\u8865\u507f\u653f\u7b56\u901a\u5e38\u6db5\u76d6\u4e0d\u540c\u5de5\u5382\u5730\u70b9\u7684\u4e0d\u540c\u7c7b\u522b\u7684\u5458\u5de5\u3002\u8fd9\u662fKaruna\u5efa\u6a21\u7684\u65b9\u5f0f\u3002<\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/insurance-for-financial-services-cloud-data-model\/explore-insurance-policy-coverage-assets-and-transactions\/images\/d3a8555684348faf214a90a934ad2cca_data-20-model-2010-20-1.png\" alt=\"\u8be5\u56fe\u663e\u793a\u4e86\u201c\u4fdd\u9669\u5355\u201d\uff0c\u201c\u4fdd\u9669\u5355\u627f\u4fdd\u8303\u56f4\u201d\u548c\u201c\u5de5\u4eba\u8d54\u507f\u8303\u56f4\u201d\u7c7b\u5bf9\u8c61\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u4ee5\u53ca\u5b83\u4eec\u4e4b\u95f4\u7684\u76f8\u4e92\u5173\u7cfb\u3002\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u5217\u51fa\u5178\u578b\u4fdd\u9669\u5355\u7684\u5173\u952e\u5c5e\u6027\u3002 \u8bbe\u7f6e\u7b56\u7565\u7684\u8986\u76d6\u8303\u56f4\u8be6\u7ec6\u4fe1\u606f\u3002 \u914d\u7f6e\u653f\u7b56\u7684\u4ed8\u6b3e\u4fe1 &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=2998\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">\u91d1\u878d\u670d\u52a1\u4e91\u6570\u636e\u6a21\u578b\u57fa\u7840\u77e5\u8bc6 &#8211; \u63a2\u7d22\u4fdd\u9669\u5355\u7684\u627f\u4fdd\u8303\u56f4\uff0c\u8d44\u4ea7\u548c\u4ea4\u6613<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":2999,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[144],"tags":[],"class_list":["post-2998","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-144"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u91d1\u878d\u670d\u52a1\u4e91\u6570\u636e\u6a21\u578b\u57fa\u7840\u77e5\u8bc6 - \u63a2\u7d22\u4fdd\u9669\u5355\u7684\u627f\u4fdd\u8303\u56f4\uff0c\u8d44\u4ea7\u548c\u4ea4\u6613 - \u767d\u767d\u968f\u7b14<\/title>\n<meta name=\"robots\" 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