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Update feishu pages (#176)
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Co-authored-by: Longbridge Whale docs bot <[email protected]>
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github-actions[bot] and Longbridge Whale docs bot authored Oct 16, 2024
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8 changes: 4 additions & 4 deletions feishu-pages/docs-zh-cn.json
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Expand Up @@ -522,7 +522,7 @@
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8 changes: 4 additions & 4 deletions feishu-pages/docs.json
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20 changes: 7 additions & 13 deletions locales/zh-CN/docs/B0Bnw3jYFiN1HBkKUqFcYyMInWd.md
Original file line number Diff line number Diff line change
Expand Up @@ -77,36 +77,30 @@ Whale 系统包含了取出申请、取出明细、电子邮件通知券商等

- 修改:若在处理证券明细时,发现用户提交的某笔具体的明细记录有问题,可在与客户确认无误后可以透过【编辑】按钮进行修正
- 修改的范围:托管商编号、子仓编号、证券明细数量、备注
<img src="/assets/Gu1nbcswmokIYnxr7v5cLvYenzc.png" src-width="3782" src-height="1122" align="center"/>
<img src="/assets/RJixb1UyvosbhRx2J58crfyJnCc.png" src-width="3804" src-height="1074" align="center"/>

- 修改转出费用:证券明细在出仓前,使用者可以根据实际的业务场景选择是否需要调整客户的转出费用,同时可以选择将修改的资讯是否显示给客户

<img src="/assets/U4JbbbYJ0o6XWqxEghUcnrl0n5e.png" src-width="3826" src-height="1524" align="center"/>
<img src="/assets/GMkGbT6wCoMqVTxuDyIceIB4nJf.png" src-width="3802" src-height="1398" align="center"/>

- 删除:若在处理证券明细时,用户反映提交的某笔具体的明细记录不再进行转入,可以透过【删除】按钮直接删除目标明细记录
- 生成 SI 指令:由于转仓业务需要在 CCASS 里填写必要的 SI 信息,生成 SI 指令功能可以将这些必要的信息以文件的形式自动保存,供用户进行上传 CCASS,以免于手动在 CCASS 系统录入。产生的 SI 指令也可以在「SI 指令清单」选单下进行详情查看、汇出等操作

<div class="flex gap-3 columns-2" column-size="2">
<div class="w-[50%]" width-ratio="50">
<img src="/assets/RZp7bd2GiouBPHxdhAbcet9dn0J.png" src-width="3782" src-height="1116" align="center"/>
</div>
<div class="w-[50%]" width-ratio="50">
<img src="/assets/JRNhb8KK3oqAjkxOvcvcS58mnGg.png" src-width="3800" src-height="898" align="center"/>

<img src="/assets/HcAHb9bv5oHWEWxDJLyc6TzDngh.png" src-width="3818" src-height="1146" align="center"/>
</div>
</div>

- 编辑 SI 指令:若需要对已经产生的 SI 资讯进行修改,可以点选【编辑 SI 资讯】对目标栏位进行修正

<img src="/assets/LxDCb6Naiozxnex5Ukwc1DZTnCc.png" src-width="3818" src-height="1638" align="center"/>
<img src="/assets/M8pnbAOHaoib9nx1FybcmAnznHM.png" src-width="3810" src-height="1326" align="center"/>

- 处理-成功提交/失败提交:若操作人员认定某个明细没有问题,可以点选【处理】选择【成功提交】,反之选择【失败提交】。
- 处理完毕后,流程进行至下一节点,需要在工单中心进行审核,审核通过购,股票成功入仓

<img src="/assets/Cr4Yb44tfopXK5xkAmbckPvJnQf.jpeg" src-width="3816" src-height="1468" align="center"/>
<img src="/assets/GUpjbGAjmoqqByxzbskcwgc8nNf.png" src-width="1280" src-height="374" align="center"/>

- 审批:处理结果提交后,操作列出现【审核】按钮,点选可以召唤出工单审核页面
- 处理完毕后,流程进行至下一节点,需要在工单中心进行审核,审核通过购,股票成功入仓
<img src="/assets/SpVQbawr1oiiHExTgEvc3j1Jnrg.png" src-width="3822" src-height="1864" align="center"/>
<img src="/assets/RzZnbBKnaop5dYxiswncWxgxnXf.png" src-width="3914" src-height="1957" align="center"/>

## 邮件发送记录

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6 changes: 3 additions & 3 deletions locales/zh-CN/docs/OW4iweyNZi2eSYkVCpxcYWHsnOh.md
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Expand Up @@ -93,13 +93,13 @@ WHALE 证券管理系统中的证券存入功能支援用户新增客户的证

### 处理证券存入明细

选择目标记录后,点选【提交】确认为「成功」或「失败」
选择目标记录后,点选【处理】确认为「成功」或「失败」

<img src="/assets/VUb7bnHP7oCqLuxzEpFcAKGin2d.png" src-width="3824" src-height="1830" align="center"/>
<img src="/assets/E5uKbCWIloKplCxBUuwcnl7hnNh.png" src-width="3774" src-height="1124" align="center"/>

提交后需再次进行审批,点选审批出工单,确认无误后,证券即可存入系统

<img src="/assets/M1CrbnWI2oHMuixfaAFcSfQfnoh.png" src-width="3814" src-height="856" align="center"/>
<img src="/assets/DJzPb24zYo9l5sx3VVYcoeXVnNe.png" src-width="3774" src-height="838" align="center"/>

<img src="/assets/C1aBb3mxToQpDMx6Cf3cfGUTnVd.png" src-width="1560" src-height="1764" align="center"/>

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4 changes: 2 additions & 2 deletions locales/zh-CN/docs/RgRBwf1QAigkrAkJoMwczb3qnqh.md
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Expand Up @@ -95,10 +95,10 @@ WHALE 证券管理系统中的证券取出功能支援用户新增客户的证

选择目标记录后,点选【提交】确认为「成功」或「失败」

<img src="/assets/SnHsb5q1Lox9WixXiL5c0cMMnPf.png" src-width="3336" src-height="1830" align="center"/>
<img src="/assets/Bqntbf0eKoYBzzxE7ZYcxBqRnHe.png" src-width="3782" src-height="1106" align="center"/>

提交后需再次进行审批,点选审批出工单,确认无误后,证券即可出仓

<img src="/assets/Cu21b0pvHoPPb6xwlh9c8QCAn6c.png" src-width="3318" src-height="770" align="center"/>
<img src="/assets/H7f8bOrZboVNvYx60kfcD9Gkntb.png" src-width="3794" src-height="864" align="center"/>

##
25 changes: 9 additions & 16 deletions locales/zh-CN/docs/T0JSwBdbmiU6aNkKRp0cW5q0nSf.md
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Expand Up @@ -72,41 +72,34 @@ Whale 系统包含了存入申请、存入明细、便捷导入参数设置、

- 修改:若在处理证券明细时,发现用户提交的某笔具体的明细记录有问题,可在与客户确认无误后可以透过【编辑】按钮进行修正
- 修改的范围:股票名称、托管商编号、子仓编号、证券明细数量、转入成本、结单备注

<img src="/assets/VCsIbKiGOoCzpNxrRC4cHIFzn5f.png" src-width="3818" src-height="1836"/>
<img src="/assets/RuHIbkkDWoywuhxDvp1criX6nlw.png" src-width="3768" src-height="1058" align="center"/>

- 删除:若在证券明细时,用户反映提交的某笔具体的明细记录不再进行转入,可以透过【删除】按钮直接删除目标明细记录
- 生成 SI 指令(<b>可批量操作)</b>:由于转仓业务需要在 CCASS 里填写必要的 SI 信息,生成 SI 指令功能可以将这些必要的信息以文件的形式自动保存,供用户进行上传 CCASS,以免于手动在 CCASS 系统录入。产生的 SI 指令也可以在「SI 指令清单」选单下进行详情查看、汇出等操作

<div class="flex gap-3 columns-2" column-size="2">
<div class="w-[50%]" width-ratio="50">
<img src="/assets/Sd08b1d1yoPMeaxsM2oc98HOnna.png" src-width="3828" src-height="1824" align="center"/>
</div>
<div class="w-[50%]" width-ratio="50">
<img src="/assets/DoAObUI5Bos9r0xdMTHcChrnnuf.png" src-width="3782" src-height="850" align="center"/>

<img src="/assets/IwfnbUH2oorMwFxIcS5cCZlGnqd.png" src-width="3822" src-height="1796" align="center"/>
</div>
</div>

- 编辑 SI 指令(<b>可批量操作)</b>:若需要对已经产生的 SI 资讯进行修改,可以点选【编辑 SI 资讯】对目标栏位进行修正

<img src="/assets/CXNObXfNhoyoLoxtqwDcqZ5nnxb.png" src-width="2872" src-height="1322" align="center"/>
<img src="/assets/EWnjbNP7eoqLFIxmFivcI9dFnod.png" src-width="3800" src-height="1340" align="center"/>

- 处理-成功提交/失败提交(<b>可批量操作)</b>:若操作人员认定某个明细没有问题,可以点选【处理】选择【成功提交】,反之选择【失败提交】。
- 处理完毕后,流程进行至下一节点,需要在工单中心进行审核,审核通过购,股票成功入仓
<img src="/assets/HjJ4bfRmYobd1Hxg6rVcsZ0Tnic.png" src-width="3824" src-height="1782" align="center"/>
<img src="/assets/D67hbE26Voc8FNxtjwnczRPMndh.png" src-width="1280" src-height="381" align="center"/>
- 若用户转入的证券为实体股票,可在处理时同时手动设定实体股票的解冻时间,实体股票将在设定的时间点自动解冻,如若未设定时间,流程通过后则立即解冻
<img src="/assets/TUtGbejRkouYMDxKszzcKVzxn6g.png" src-width="3828" src-height="1566" align="center"/>
<img src="/assets/QuDQbdbghoIsUax9znoc9RFEnwh.png" src-width="3802" src-height="1256" align="center"/>

- 审批(<b>可批量操作)</b>:处理结果提交后,操作列出现【审核】按钮,点选可以召唤出工单审核页面
- 处理完毕后,流程进行至下一节点,需要在工单中心进行审核,审核通过购,股票成功入仓

<img src="/assets/KvRBb19f0oCmahxZVzvcI2PQnsd.png" src-width="3906" src-height="1943" align="center"/>
<img src="/assets/HMD0bvWDBoWEI2xWvrOc8t1Nnih.png" src-width="3900" src-height="1863" align="center"/>

- 提交解冻(<b>可批量操作)</b>:若客户转入的证券为实体股票,且在处理时,设定了解冻时间,但在期限到达前想要提前对实体股票进行处理,可以进行手动解冻,提交后需再次进行审批,审批通过后立即解冻成功。

<img src="/assets/I2XsbjBPeo1htexdyWfcZm7VnXf.png" src-width="3822" src-height="1162" align="center"/>
<img src="/assets/FZYXbYEHeoizmgx8nDTcjPjJnRh.png" src-width="3806" src-height="1132" align="center"/>

<img src="/assets/TGOob6vbroPLL8xiXOgcZoZKn8e.png" src-width="3824" src-height="1866" align="center"/>
<img src="/assets/JXKEbi6FsoYFr7xkK2OcHVGJnqv.png" src-width="3836" src-height="1776" align="center"/>

## 存入限制

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20 changes: 7 additions & 13 deletions locales/zh-HK/docs/B0Bnw3jYFiN1HBkKUqFcYyMInWd.md
Original file line number Diff line number Diff line change
Expand Up @@ -77,36 +77,30 @@ Whale 系統包含了取出申請、取出明細、電子郵件通知券商等

- 修改:若在處理證券明細時,發現用戶提交的某筆具體的明細記錄有問題,可在與客戶確認無誤後可以透過【編輯】按鈕進行修正
- 修改的范围:託管商編號、子倉編號、證券明細數量、備註
<img src="/assets/Gu1nbcswmokIYnxr7v5cLvYenzc.png" src-width="3782" src-height="1122" align="center"/>
<img src="/assets/RJixb1UyvosbhRx2J58crfyJnCc.png" src-width="3804" src-height="1074" align="center"/>

- 修改轉出費用:證券明細在出倉前,使用者可以根據實際的業務場景選擇是否需要調整客戶的轉出費用,同時可以選擇將修改的資訊是否顯示給客戶

<img src="/assets/U4JbbbYJ0o6XWqxEghUcnrl0n5e.png" src-width="3826" src-height="1524" align="center"/>
<img src="/assets/GMkGbT6wCoMqVTxuDyIceIB4nJf.png" src-width="3802" src-height="1398" align="center"/>

- 删除:若在處理證券明細時,用戶反映提交的某筆具體的明細記錄不再進行轉入,可以透過【删除】按鈕直接刪除目標明細記錄
- 生成 SI 指令:由於轉倉業務需要在 CCASS 裡填寫必要的 SI 信息,生成 SI 指令功能可以將這些必要的信息以文件的形式自動保存,供用戶進行上傳 CCASS,以免於手動在 CCASS 系統錄入。產生的 SI 指令也可以在「SI 指令清單」選單下進行詳情查看、匯出等操作

<div class="flex gap-3 columns-2" column-size="2">
<div class="w-[50%]" width-ratio="50">
<img src="/assets/RZp7bd2GiouBPHxdhAbcet9dn0J.png" src-width="3782" src-height="1116" align="center"/>
</div>
<div class="w-[50%]" width-ratio="50">
<img src="/assets/JRNhb8KK3oqAjkxOvcvcS58mnGg.png" src-width="3800" src-height="898" align="center"/>

<img src="/assets/HcAHb9bv5oHWEWxDJLyc6TzDngh.png" src-width="3818" src-height="1146" align="center"/>
</div>
</div>

- 編輯 SI 指令:若需要對已經產生的 SI 資訊進行修改,可以點選【編輯 SI 資訊】對目標欄位進行修正

<img src="/assets/LxDCb6Naiozxnex5Ukwc1DZTnCc.png" src-width="3818" src-height="1638" align="center"/>
<img src="/assets/M8pnbAOHaoib9nx1FybcmAnznHM.png" src-width="3810" src-height="1326" align="center"/>

- 處理-成功提交/失敗提交:若操作人員認定某個明細沒有問題,可以點選【處理】選擇【成功提交】,反之選擇【失敗提交】。
- 處理完畢後,流程進行至下一節點,需要在工單中心進行審核,審核通過購,股票成功入倉

<img src="/assets/Cr4Yb44tfopXK5xkAmbckPvJnQf.jpeg" src-width="3816" src-height="1468" align="center"/>
<img src="/assets/GUpjbGAjmoqqByxzbskcwgc8nNf.png" src-width="1280" src-height="374" align="center"/>

- 審批:處理結果提交後,操作列出現【審核】按鈕,點選可以召喚出工單審核頁面
- 處理完畢後,流程進行至下一節點,需要在工單中心進行審核,審核通過購,股票成功入倉
<img src="/assets/SpVQbawr1oiiHExTgEvc3j1Jnrg.png" src-width="3822" src-height="1864" align="center"/>
<img src="/assets/RzZnbBKnaop5dYxiswncWxgxnXf.png" src-width="3914" src-height="1957" align="center"/>

## 郵件發送記錄

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6 changes: 3 additions & 3 deletions locales/zh-HK/docs/OW4iweyNZi2eSYkVCpxcYWHsnOh.md
Original file line number Diff line number Diff line change
Expand Up @@ -93,13 +93,13 @@ WHALE 證券管理系統中的證券存入功能支援用戶新增客戶的證

### 處理證券存入明細

選擇目標記錄後,點選【提交】確認為「成功」或「失敗」
選擇目標記錄後,點選【處理】確認為「成功」或「失敗」

<img src="/assets/VUb7bnHP7oCqLuxzEpFcAKGin2d.png" src-width="3824" src-height="1830" align="center"/>
<img src="/assets/E5uKbCWIloKplCxBUuwcnl7hnNh.png" src-width="3774" src-height="1124" align="center"/>

提交后需再次進行審批,點選審批出工單,確認無誤後,證券即可存入系統

<img src="/assets/M1CrbnWI2oHMuixfaAFcSfQfnoh.png" src-width="3814" src-height="856" align="center"/>
<img src="/assets/DJzPb24zYo9l5sx3VVYcoeXVnNe.png" src-width="3774" src-height="838" align="center"/>

<img src="/assets/C1aBb3mxToQpDMx6Cf3cfGUTnVd.png" src-width="1560" src-height="1764" align="center"/>

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4 changes: 2 additions & 2 deletions locales/zh-HK/docs/RgRBwf1QAigkrAkJoMwczb3qnqh.md
Original file line number Diff line number Diff line change
Expand Up @@ -95,10 +95,10 @@ WHALE 證券管理系統中的證券取出功能支援用戶新增客戶的證

選擇目標記錄後,點選【提交】確認為「成功」或「失敗」

<img src="/assets/SnHsb5q1Lox9WixXiL5c0cMMnPf.png" src-width="3336" src-height="1830" align="center"/>
<img src="/assets/Bqntbf0eKoYBzzxE7ZYcxBqRnHe.png" src-width="3782" src-height="1106" align="center"/>

提交后需再次進行審批,點選審批出工單,確認無誤後,證券即可出倉

<img src="/assets/Cu21b0pvHoPPb6xwlh9c8QCAn6c.png" src-width="3318" src-height="770" align="center"/>
<img src="/assets/H7f8bOrZboVNvYx60kfcD9Gkntb.png" src-width="3794" src-height="864" align="center"/>

##
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