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- [帮助文档截图规范](Oh1ww4GN8iB9iZktgHKcQWwln2f/P2qMwzsloiSt5TkJ9f1c61ZHnEg.md) - - [【模版】文檔手册模版](Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx.md) - - [【模版】名詞釋義模版](Oh1ww4GN8iB9iZktgHKcQWwln2f/IPOtwN6LQidhRXkUKy5c3gHjnCg.md) - - [【樣本案例】客户管理系统(CRM) ](Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx.md) - - [【樣本案例】首頁編排](Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx/xxx.md) - - [【樣本案例 · 一級菜單】KYC](Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx/xxx.md) - - [【樣本案例】名詞釋義](Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx/xxx/xxx.md) - - [【樣本案例 · 子級菜單】開戶資料](Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx/xxx/xxx.md) - - [【樣本案例 · 場景】全新錄入新開戶申請](Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx/xxx/xxx/xxx.md) -- [繁體中文](zh-HK.md) - - [產品使用指南](zh-HK/guides.md) - - [客户管理系统(CRM)](zh-HK/guides/crm.md) - - [首頁編排](zh-HK/guides/crm/dashboard.md) - - [CRM](zh-HK/guides/crm/clients.md) - - [任務](zh-HK/guides/crm/clients/task.md) - - [看板](zh-HK/guides/crm/clients/kanban.md) - - [客户池](zh-HK/guides/crm/clients/client-list.md) - - [渠道](zh-HK/guides/crm/clients/qudao.md) - - [今日完成](zh-HK/guides/crm/clients/done.md) - - [客户经理](zh-HK/guides/crm/clients/Account-Manager.md) - - [KYC](zh-HK/guides/crm/kyc.md) - - [開戶列表](zh-HK/guides/crm/kyc/list.md) - - [開戶資料](zh-HK/guides/crm/kyc/open-account.md) - - [全新錄入新開戶申請](zh-HK/guides/crm/kyc/open-account/open-new-account.md) - - [多開通證券帳户申請](zh-HK/guides/crm/kyc/open-account/xxx.md) - - [多開通證券子帳户申请](zh-HK/guides/crm/kyc/open-account/xxx.md) - - [批量修改證劵帳戶](zh-HK/guides/crm/kyc/open-account/xxx.md) - - [開戶審核記錄](zh-HK/guides/crm/kyc/Account-opening-review.md) - - [AML 監察後台(TESS)](zh-HK/guides/crm/kyc/TESS.md) - - [第三方驗證](zh-HK/guides/crm/kyc/Third-party-verification.md) - - [賬戶管理](zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe.md) - - [賬戶列表](zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Account-List.md) - - [BCAN 碼管理](zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/BCAN-code-management.md) - - [工單中心](zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Work-Order-Center.md) - - [記錄查詢](zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Record-Query.md) - - [證券后台(WBO)](zh-HK/guides/wbo.md) - - [資產賬戶](zh-HK/guides/wbo/Xd2qwHVugivJ2fkmA0zc7939npb.md) - - [款項管理](zh-HK/guides/wbo/XugowZXIwi34fYkiGL3cM1yenbc.md) - - [證券管理](zh-HK/guides/wbo/QQjrw6MQuiU34UksQJycdMCnnhl.md) - - [新股認購](zh-HK/guides/wbo/PA5Aw3Ks8i8olWkwpKdcPdZAn0f.md) - - [基金管理](zh-HK/guides/wbo/MsrcwasClizlyKk5xnQc2v04ntc.md) - - [虛擬資產管理](zh-HK/guides/wbo/MfJUwwbDviekDKkL4WGc7VKzn9f.md) - - [清算管理](zh-HK/guides/wbo/AxPawktyYi8PpdkXvxVcDXwPneb.md) - - [公司行動](zh-HK/guides/wbo/PxB7wuhXNia0XOk8Vohc6HeEnCe.md) - - [風控管理](zh-HK/guides/wbo/LjNDwiZERi4r4skdM8dc6PbOnkc.md) - - [運營系统(OPA)](zh-HK/guides/opa.md) - - [投放系统](zh-HK/guides/opa/xxx.md) - - [活动系统](zh-HK/guides/opa/GhdWwm72LicoNykrY8KcJm2wnEc.md) - - [权益系统](zh-HK/guides/opa/Nohgwdf4midxtCkmYPtcemFenog.md) - - [PageHub](zh-HK/guides/opa/HIYMwktOui1w6skOympcYuAKnLc.md) - - [證券交易前台(WTT)](zh-HK/guides/wtt.md) - - [快速上手指南](zh-HK/getting-started.md) - - [指南1](zh-HK/getting-started/TPsoww4Iyij5uNkrUBhcGiaqngd.md) - - [常見問題](zh-HK/faq.md) - - [業務場景1](zh-HK/faq/KyCEwH6KXide7wkP3mXcRFN9nXb.md) - - [業務場景2](zh-HK/faq/ZdfIws61ziGjJCkdHhkcwQ29ndf.md) - - [產品更新日誌](zh-HK/release-notes.md) - - [Whale Console](zh-HK/release-notes/console.md) - - [2023-10-12 更新日誌](zh-HK/release-notes/console/23-10-12.md) - - [2023-10-10 更新日誌](zh-HK/release-notes/console/23-10-10.md) - - [2023-10-9 更新日誌](zh-HK/release-notes/console/23-10-9.md) - - [WTT](zh-HK/release-notes/wtt.md) -- [English](en.md) - - [Guides](en/guides.md) - - [CRM](en/guides/crm.md) - - [KYC](en/guides/crm/kyc.md) - - [Customer Manage](en/guides/crm/I5Ywwtr44iO8h9kDY7ccIPWsnod.md) - - [Account Manage](en/guides/crm/GawQw6HUUiCIDFk6Zh9ccciCnWg.md) - - [WBO](en/guides/wbo.md) - - [Assets](en/guides/wbo/Oya7wD3Axi7qXPkeCiyc4kSinHd.md) - - [ATM](en/guides/wbo/X7LCwklHViPpa8kSOA1ct8qDnbf.md) - - [清结算](en/guides/wbo/Y7TTwX3ddimtAxkGNJRcrqMFn4e.md) - - [新股认购](en/guides/wbo/WIl0wpICwicECuk3bHWccAnRnue.md) - - [风控系统](en/guides/wbo/DTplwykUfiHxYzkQpI6ce8h9nnU.md) - - [公司行动](en/guides/wbo/W4SpwjbwciCTjLk6ePPcFG9hnuP.md) - - [全局设置](en/guides/wbo/HUMuwPDTfiNPiJkOzvHcthJOnsh.md) - - [OPA](en/guides/opa.md) - - [Delivery System](en/guides/opa/Ii1uwwxhNiblPGk33dbckK8Unqc.md) - - [Activity System](en/guides/opa/DaP4wVzWqif3eGkib72c5UNjnFg.md) - - [权益系统](en/guides/opa/AlTuwbB2NiLC0ckCQ36cVrVynAh.md) - - [PageHub](en/guides/opa/ZFXYwykfLiiALCkNzPWcra2xnMJ.md) - - [WTT](en/guides/wtt.md) - - [Getting Started](en/getting-started.md) - - [FAQ](en/faq.md) - - [业务场景1](en/faq/GDatwmyl8isVNtk1yjecrrEwn41.md) - - [业务场景2](en/faq/P3GcwwOXpiHLCXkbyCRckoFpnmv.md) - - [Release Notes](en/release-notes.md) - - [Whale Console](en/release-notes/console.md) - - [WTT](en/release-notes/wtt.md) diff --git a/feishu-pages/docs/en.md b/feishu-pages/docs/en.md deleted file mode 100644 index b9b25a01..00000000 --- a/feishu-pages/docs/en.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: English -slug: en -sidebar_position: 2 ---- - - -# English - diff --git a/feishu-pages/docs/en/faq.md b/feishu-pages/docs/en/faq.md deleted file mode 100644 index 082328da..00000000 --- a/feishu-pages/docs/en/faq.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: FAQ -slug: en/faq -sidebar_position: 2 ---- - - -# FAQ - diff --git a/feishu-pages/docs/en/faq/GDatwmyl8isVNtk1yjecrrEwn41.md b/feishu-pages/docs/en/faq/GDatwmyl8isVNtk1yjecrrEwn41.md deleted file mode 100644 index d7d2bf89..00000000 --- a/feishu-pages/docs/en/faq/GDatwmyl8isVNtk1yjecrrEwn41.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 业务场景1 -slug: en/faq/GDatwmyl8isVNtk1yjecrrEwn41 -sidebar_position: 0 ---- - - -# 业务场景1 - diff --git a/feishu-pages/docs/en/faq/P3GcwwOXpiHLCXkbyCRckoFpnmv.md b/feishu-pages/docs/en/faq/P3GcwwOXpiHLCXkbyCRckoFpnmv.md deleted file mode 100644 index d8e4e4ed..00000000 --- a/feishu-pages/docs/en/faq/P3GcwwOXpiHLCXkbyCRckoFpnmv.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 业务场景2 -slug: en/faq/P3GcwwOXpiHLCXkbyCRckoFpnmv -sidebar_position: 1 ---- - - -# 业务场景2 - diff --git a/feishu-pages/docs/en/getting-started.md b/feishu-pages/docs/en/getting-started.md deleted file mode 100644 index 3ce7e385..00000000 --- a/feishu-pages/docs/en/getting-started.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Getting Started -slug: en/getting-started -sidebar_position: 1 ---- - - -# Getting Started - diff --git a/feishu-pages/docs/en/release-notes.md b/feishu-pages/docs/en/release-notes.md deleted file mode 100644 index a8cf0b2f..00000000 --- a/feishu-pages/docs/en/release-notes.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Release Notes -slug: en/release-notes -sidebar_position: 3 ---- - - -# Release Notes - diff --git a/feishu-pages/docs/en/release-notes/console.md b/feishu-pages/docs/en/release-notes/console.md deleted file mode 100644 index bcddca50..00000000 --- a/feishu-pages/docs/en/release-notes/console.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Whale Console -slug: en/release-notes/console -sidebar_position: 0 ---- - - -# Whale Console - diff --git a/feishu-pages/docs/en/release-notes/wtt.md b/feishu-pages/docs/en/release-notes/wtt.md deleted file mode 100644 index fdbdd6e8..00000000 --- a/feishu-pages/docs/en/release-notes/wtt.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: WTT -slug: en/release-notes/wtt -sidebar_position: 1 ---- - - -# WTT - diff --git a/feishu-pages/docs/zh-HK.md b/feishu-pages/docs/zh-HK.md deleted file mode 100644 index 9dcfc388..00000000 --- a/feishu-pages/docs/zh-HK.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 繁體中文 -slug: zh-HK -sidebar_position: 1 ---- - - -# 繁體中文 - diff --git a/feishu-pages/docs/zh-HK/faq.md b/feishu-pages/docs/zh-HK/faq.md deleted file mode 100644 index 38f6fd50..00000000 --- a/feishu-pages/docs/zh-HK/faq.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 常見問題 -slug: zh-HK/faq -sidebar_position: 2 ---- - - -# 常見問題 - diff --git a/feishu-pages/docs/zh-HK/faq/KyCEwH6KXide7wkP3mXcRFN9nXb.md b/feishu-pages/docs/zh-HK/faq/KyCEwH6KXide7wkP3mXcRFN9nXb.md deleted file mode 100644 index 8c645b97..00000000 --- a/feishu-pages/docs/zh-HK/faq/KyCEwH6KXide7wkP3mXcRFN9nXb.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 業務場景1 -slug: zh-HK/faq/KyCEwH6KXide7wkP3mXcRFN9nXb -sidebar_position: 0 ---- - - -# 業務場景1 - diff --git a/feishu-pages/docs/zh-HK/faq/ZdfIws61ziGjJCkdHhkcwQ29ndf.md b/feishu-pages/docs/zh-HK/faq/ZdfIws61ziGjJCkdHhkcwQ29ndf.md deleted file mode 100644 index 25d93ce0..00000000 --- a/feishu-pages/docs/zh-HK/faq/ZdfIws61ziGjJCkdHhkcwQ29ndf.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 業務場景2 -slug: zh-HK/faq/ZdfIws61ziGjJCkdHhkcwQ29ndf -sidebar_position: 1 ---- - - -# 業務場景2 - diff --git a/feishu-pages/docs/zh-HK/guides.md b/feishu-pages/docs/zh-HK/guides.md deleted file mode 100644 index 5a013202..00000000 --- a/feishu-pages/docs/zh-HK/guides.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 產品使用指南 -slug: zh-HK/guides -sidebar_position: 0 ---- - - -# 產品使用指南 - diff --git a/feishu-pages/docs/zh-HK/guides/assets/KB4Hb1zUVosHJOxz6k8cFv0dnuf.png b/feishu-pages/docs/zh-HK/guides/assets/KB4Hb1zUVosHJOxz6k8cFv0dnuf.png deleted file mode 100644 index 70a2da27..00000000 Binary files a/feishu-pages/docs/zh-HK/guides/assets/KB4Hb1zUVosHJOxz6k8cFv0dnuf.png and /dev/null differ diff --git a/feishu-pages/docs/zh-HK/guides/crm.md b/feishu-pages/docs/zh-HK/guides/crm.md deleted file mode 100644 index 24f8b88a..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: 客户管理系统(CRM) -slug: zh-HK/guides/crm -sidebar_position: 0 ---- - - -# 客户管理系统(CRM) - -
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此頁面根據 整個系統 重點功能 或 銷售術語 來編寫文檔內容

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  1. 若可以則搭配一個 全局的 系統流程圖來說明 主要業務走向
    ******** 此區域 將會 刪除 *************
  2. -
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- -Whale CRM 客戶管理系統是以全新整合角度,方便劵商客務團隊來管理服務劵商客戶,包括: - -**客戶生命週期管理**、**客戶 ****KYC**** 資料審核**及**帳戶風險管理**** **等。 - -Whale CRM 系統能夠解決以下問題: - -1. 客戶資訊分散:客戶基礎資訊、KYC 資料、業務數據分散在 Excel 表格、記事本及電子郵件中;沒有一個資料庫可以存儲客戶全部資訊 -2. 團隊協作繁瑣:跨團隊合作,協作效率低;沒有標準化流程 -3. 風險監控滯後:未建立持續即時的風險監控機制;無法有效履行監管義務並及時採取措施 -4. 業務管理靠人工:任務分配與統計,未自動化;管理人員的效率不高 - -同時在核心開戶業務上,Whale CRM 系統的設計中,是將開戶業務三種前中後環結同步在一起,對開戶活動作全方位管理: - -- 開戶前: 從注冊用戶至有效戶的推動進程管理 (CRM 管理) -- 開戶中: 開戶資料提交後 KYC 審核流程 (KYC 流程) -- 開戶後 :開戶後帳戶安全的工單管理 (帳戶管理) - -Whale CRM 的整体業務流如下图所示: - - - diff --git a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe.md b/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe.md deleted file mode 100644 index aaeee3b1..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 賬戶管理 -slug: zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe -sidebar_position: 3 ---- - - -# 賬戶管理 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Account-List.md b/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Account-List.md deleted file mode 100644 index 3200da25..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Account-List.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 賬戶列表 -slug: zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Account-List -sidebar_position: 0 ---- - - -# 賬戶列表 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/BCAN-code-management.md b/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/BCAN-code-management.md deleted file mode 100644 index 20e623e4..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/BCAN-code-management.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: BCAN 碼管理 -slug: zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/BCAN-code-management -sidebar_position: 1 ---- - - -# BCAN 碼管理 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Record-Query.md b/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Record-Query.md deleted file mode 100644 index 3edc2bb1..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Record-Query.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 記錄查詢 -slug: zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Record-Query -sidebar_position: 3 ---- - - -# 記錄查詢 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Work-Order-Center.md b/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Work-Order-Center.md deleted file mode 100644 index 346f3d56..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Work-Order-Center.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 工單中心 -slug: zh-HK/guides/crm/WiA8wlqAfiWWWQkdhlicA3eJnUe/Work-Order-Center -sidebar_position: 2 ---- - - -# 工單中心 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/assets/InrXbdXTto9zDVxKipmcIwR2nHd.png b/feishu-pages/docs/zh-HK/guides/crm/assets/InrXbdXTto9zDVxKipmcIwR2nHd.png deleted file mode 100644 index a850fd5e..00000000 Binary files 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a/feishu-pages/docs/zh-HK/guides/crm/assets/Y75ObsRDvox5eQx9O50c2t8unwb.png and /dev/null differ diff --git a/feishu-pages/docs/zh-HK/guides/crm/clients.md b/feishu-pages/docs/zh-HK/guides/crm/clients.md deleted file mode 100644 index f3129731..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/clients.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: CRM -slug: zh-HK/guides/crm/clients -sidebar_position: 1 ---- - - -# CRM - -整個 CRM 的作業流程如下图所示: - -將CRM 客務節點,透過細分的 業務狀態來進行CRM 的 推進工作,以拆分任務方式來管理推進工作 - - - diff --git a/feishu-pages/docs/zh-HK/guides/crm/clients/Account-Manager.md b/feishu-pages/docs/zh-HK/guides/crm/clients/Account-Manager.md deleted file mode 100644 index 1f1507bf..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/clients/Account-Manager.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 客户经理 -slug: zh-HK/guides/crm/clients/Account-Manager -sidebar_position: 5 ---- - - -# 客户经理 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/clients/client-list.md b/feishu-pages/docs/zh-HK/guides/crm/clients/client-list.md deleted file mode 100644 index 34e4b84e..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/clients/client-list.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 客户池 -slug: zh-HK/guides/crm/clients/client-list -sidebar_position: 2 ---- - - -# 客户池 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/clients/done.md b/feishu-pages/docs/zh-HK/guides/crm/clients/done.md deleted file mode 100644 index 21047831..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/clients/done.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 今日完成 -slug: zh-HK/guides/crm/clients/done -sidebar_position: 4 ---- - - -# 今日完成 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/clients/kanban.md b/feishu-pages/docs/zh-HK/guides/crm/clients/kanban.md deleted file mode 100644 index b5c36290..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/clients/kanban.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 看板 -slug: zh-HK/guides/crm/clients/kanban -sidebar_position: 1 ---- - - -# 看板 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/clients/qudao.md b/feishu-pages/docs/zh-HK/guides/crm/clients/qudao.md deleted file mode 100644 index 70185392..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/clients/qudao.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 渠道 -slug: zh-HK/guides/crm/clients/qudao -sidebar_position: 3 ---- - - -# 渠道 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/clients/task.md b/feishu-pages/docs/zh-HK/guides/crm/clients/task.md deleted file mode 100644 index 06916da1..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/clients/task.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 任務 -slug: zh-HK/guides/crm/clients/task -sidebar_position: 0 ---- - - -# 任務 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/dashboard.md b/feishu-pages/docs/zh-HK/guides/crm/dashboard.md deleted file mode 100644 index 4f16b75e..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/dashboard.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: 首頁編排 -slug: zh-HK/guides/crm/dashboard -sidebar_position: 0 ---- - - -# 首頁編排 - -**首頁區域編排:** - -在首頁上 CRM , 增加工作流節點數量統計與提供摘要性的 Dashboard 圖示,可以直接點選進入該作業區,方便快速操作 - - - -同時也提供 一段區間的 開戶平均耗時與近期開戶成功統計率作為參考 (系統會自動計算) - - - -同時在首頁中右區域提供 CRM 相關常見操作頻率較高的作業快捷入口,方便點選操作 - - - -在系統首頁的右下區域也提供更新日誌,可以點選查閱系統更新功能說明 - - - diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc.md b/feishu-pages/docs/zh-HK/guides/crm/kyc.md deleted file mode 100644 index 1a8fe4d6..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/kyc.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: KYC -slug: zh-HK/guides/crm/kyc -sidebar_position: 2 ---- - - -# KYC - -在客戶開戶資料簽名提交後(不論線上或線下臨櫃),後面就進入後台證劵系統內部的 KYC 審核流程, - -目前系統的開戶中 KYC 主要流程節點如下: - - - -細部流程如下: - - - diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc/Account-opening-review.md b/feishu-pages/docs/zh-HK/guides/crm/kyc/Account-opening-review.md deleted file mode 100644 index afd56bd4..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/kyc/Account-opening-review.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 開戶審核記錄 -slug: zh-HK/guides/crm/kyc/Account-opening-review -sidebar_position: 2 ---- - - -# 開戶審核記錄 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc/TESS.md b/feishu-pages/docs/zh-HK/guides/crm/kyc/TESS.md deleted file mode 100644 index f68b86ba..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/kyc/TESS.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: AML 監察後台(TESS) -slug: zh-HK/guides/crm/kyc/TESS -sidebar_position: 3 ---- - - -# AML 監察後台(TESS) - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc/Third-party-verification.md b/feishu-pages/docs/zh-HK/guides/crm/kyc/Third-party-verification.md deleted file mode 100644 index 60856238..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/kyc/Third-party-verification.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 第三方驗證 -slug: zh-HK/guides/crm/kyc/Third-party-verification -sidebar_position: 4 ---- - - -# 第三方驗證 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc/assets/AkxAbcqypoutZHxWoXEcZR0anvf.png 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a/feishu-pages/docs/zh-HK/guides/crm/kyc/assets/N0b3bhqD2omI7BxukcbcinugnHh.png b/feishu-pages/docs/zh-HK/guides/crm/kyc/assets/N0b3bhqD2omI7BxukcbcinugnHh.png deleted file mode 100644 index 6e24fe84..00000000 Binary files a/feishu-pages/docs/zh-HK/guides/crm/kyc/assets/N0b3bhqD2omI7BxukcbcinugnHh.png and /dev/null differ diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc/list.md b/feishu-pages/docs/zh-HK/guides/crm/kyc/list.md deleted file mode 100644 index bbf1f4a6..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/kyc/list.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: 開戶列表 -slug: zh-HK/guides/crm/kyc/list -sidebar_position: 0 ---- - - -# 開戶列表 - -# 適用场景 - -介绍本文檔的應用場景,可以給哪類群體提供什麼操作,解決什麼訴求 - -# 前置条件 - -操作本文檔需要的前置條件,比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無,則直接寫“無 - -# 操作说明 - -菜單入口:xxx > xxx - -## 二级標題 1 - -正文内容正文内容正文内容正文内容正文内容 - -## 二级標題 2 - -正文内容正文内容正文内容正文内容正文内容 - diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc/open-account.md b/feishu-pages/docs/zh-HK/guides/crm/kyc/open-account.md deleted file mode 100644 index b4c80275..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/kyc/open-account.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: 開戶資料 -slug: zh-HK/guides/crm/kyc/open-account -sidebar_position: 1 ---- - - -# 開戶資料 - -## 適用場景 - -- 本作業是開戶資料的後台申請入口,同時也可以查到相關客戶的前端APP開戶填寫資料與協助補錄資料 -- 適用於: - - 全新開戶的資料申請錄入或修改資料 - - 多開通證劵帳戶申請 - - 多開通證劵子帳戶申請 - - 批次修改證劵帳戶 - -## 前置条件 - -无 - -## 操作說明 - -## 開戶資料 - - 菜單入口:KYC > 開戶資料 - - - -點選 右側紀錄操作區【詳情】可以查閱 客戶填寫的開戶詳細資料:包含身份證件/個人訊息/職業訊息/資產投資經驗/合規信息等等, 可以透過左側樹狀 切換資料數據區域 - - - -點選 右側紀錄操作區【編輯】可以編輯 客戶填寫的開戶詳細資料:基本上依序操作: - - - -接下來上傳開戶文件, 其中必要文件有:開户申請表/W-8BEN 表格/HKIDR PDF 文件, - -同時填寫完必要欄位: 見證員工/開通帳戶類型與計費類別/ 是否標記帳戶類型,填寫後就完成開戶帳戶申請資料提交,後續就等待 劵商對申請資料做開戶審批等 KYC 操作 - - - -### 場景:全新開戶資料錄入 - -[全新開戶申請資料錄入](https://longbridge.feishu.cn/wiki//Oh1ww4GN8iB9iZktgHKcQWwln2f/xxx/xxx/xxx/xxx?create_from=create_doc_to_wiki) - -### 場景:多開通證劵帳戶申請 - -[多開證劵帳戶申請](https://longbridge.feishu.cn/wiki//zh-HK/guides/crm/kyc/open-account/xxx) - -### 場景:多開通證劵子帳戶申請 - 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318da414..00000000 Binary files a/feishu-pages/docs/zh-HK/guides/crm/kyc/open-account/assets/XScJb6HdyoYbCPxj5H6cvKHAnre.png and /dev/null differ diff --git a/feishu-pages/docs/zh-HK/guides/crm/kyc/open-account/open-new-account.md b/feishu-pages/docs/zh-HK/guides/crm/kyc/open-account/open-new-account.md deleted file mode 100644 index d1790c17..00000000 --- a/feishu-pages/docs/zh-HK/guides/crm/kyc/open-account/open-new-account.md +++ /dev/null @@ -1,109 +0,0 @@ ---- -title: 全新錄入新開戶申請 -slug: zh-HK/guides/crm/kyc/open-account/open-new-account -sidebar_position: 0 ---- - - -# 全新錄入新開戶申請 - -### 適用場景 - -本場景是全新錄入一筆客戶開戶資料(全新客戶使用) - -### 前置条件 - -无 - -# 操作說明 - - 菜單入口:KYC > 開戶資料 Tab > 添加開戶申請 功能鍵 - - - -本作業直接錄入客戶申請資料,點擊右上角【添加開戶申請】,直接進入開戶頁面如下圖: - - - -## 第一步:選擇開戶類型 - -開戶類型分為 3 個步驟:選擇客戶/新建客戶、選擇客戶類型、選擇客戶國籍 - -### 選擇客戶/新建客戶 - -### 選擇客戶類型,可選擇: 個人客戶 /聯名客戶 /企業客戶 - -### 選擇客戶國籍,系統支持 200 + 國籍 - -## **第二步**: 上傳身份證件 - -分為 3 種類型客戶: - -1. 國籍:中國大陸 - 1. 中國大陸用戶,需上傳:中國大陸身份證 - 2. 是否持有香港身份證件:默認選擇否;如用戶選擇是,需引導用戶補充填寫香港證件資料 - -2. 國籍:中國香港 - 1. 中國香港用戶,需上傳:中國香港身份證及填寫對應資訊 - -3. 國籍:其他 - 1. 其他國籍用戶,需上傳:身份證件 + 護照 - 2. 是否持有香港身份證件:默認選擇否;如用戶選擇是,需引導用戶補充填寫香港證件資料; - 3. 如用戶選擇否,需上傳其他身份證 - - -## **第三步**: 上傳地址證明 - -分為 2 種類型客戶: - -1. 中國大陸國籍用戶 - 1. 可使用身份證作為居住地址證明; - 2. 地址證明檔類型選擇:身份證,無需上傳居住地址證明; - 3. 地址證明檔類型選擇: - -2. 其他 - 1. 需上傳居住地址證明 - - -## **第四步**: 填寫各類基礎信息 - -主要是包含 職業資訊、納稅資訊、電子郵箱等信息。其中, - -- 納稅資訊,需填寫用戶納稅的國家/地區及納稅編號,最多支持填寫 10 個。包含以下字段: 納稅國家/地區 與 納稅人編號 - - -- 電子郵箱:用戶用於接收結單、通知等通知。一個 App 的用戶郵箱唯一 -- 填寫聯繫手機號,多個客戶可使用相同的聯繫手機號 - - -## **第五步**: 填寫資產投資信息 - - - -## **第六步**:合規資訊確認 - - - -## **第七步**: 確認資訊 - -系統會按: 身份證件/個人基礎信息/職業信息/資產投資信息/合規信息確認/關聯賬戶信息 等區塊排列,將客戶資料展示出來,方便按確認填寫訊息 - - - -同時若有需要修正資料,可點擊區塊右上角的【編輯】,會跳轉該訊息面區域進行修改資料 - - - -## **第八步**:選擇帳戶類型、上傳開戶相關文件、其他配置資訊 - -1. 上傳開戶文件及自定義文件: - 1. 基礎文件為系統生成的開戶相關文件,後台填寫的資訊自動填寫; - 2. 業務人員可列印文件讓客戶簽字 - - -1. 帳戶類型:可選擇開通融資帳戶、現金帳戶,系統支持同時多開帳戶 - - -2. 其他配置資訊,包括:是否接收線下結單 /經紀人 /見證員工姓名 /牌照號碼 /證券號碼(可自定義輸入客戶帳號) /客戶聲明資訊確認 - - diff --git a/feishu-pages/docs/zh-HK/guides/opa.md b/feishu-pages/docs/zh-HK/guides/opa.md deleted file mode 100644 index ba69a259..00000000 --- a/feishu-pages/docs/zh-HK/guides/opa.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 運營系统(OPA) -slug: zh-HK/guides/opa -sidebar_position: 2 ---- - - -# 運營系统(OPA) - diff --git a/feishu-pages/docs/zh-HK/guides/opa/GhdWwm72LicoNykrY8KcJm2wnEc.md b/feishu-pages/docs/zh-HK/guides/opa/GhdWwm72LicoNykrY8KcJm2wnEc.md deleted file mode 100644 index e89b61e3..00000000 --- a/feishu-pages/docs/zh-HK/guides/opa/GhdWwm72LicoNykrY8KcJm2wnEc.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 活动系统 -slug: zh-HK/guides/opa/GhdWwm72LicoNykrY8KcJm2wnEc -sidebar_position: 1 ---- - - -# 活动系统 - diff --git a/feishu-pages/docs/zh-HK/guides/opa/HIYMwktOui1w6skOympcYuAKnLc.md b/feishu-pages/docs/zh-HK/guides/opa/HIYMwktOui1w6skOympcYuAKnLc.md deleted file mode 100644 index 4866fb80..00000000 --- a/feishu-pages/docs/zh-HK/guides/opa/HIYMwktOui1w6skOympcYuAKnLc.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: PageHub -slug: zh-HK/guides/opa/HIYMwktOui1w6skOympcYuAKnLc -sidebar_position: 3 ---- - - -# PageHub - diff --git a/feishu-pages/docs/zh-HK/guides/opa/Nohgwdf4midxtCkmYPtcemFenog.md b/feishu-pages/docs/zh-HK/guides/opa/Nohgwdf4midxtCkmYPtcemFenog.md deleted file mode 100644 index 50467c74..00000000 --- a/feishu-pages/docs/zh-HK/guides/opa/Nohgwdf4midxtCkmYPtcemFenog.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 权益系统 -slug: zh-HK/guides/opa/Nohgwdf4midxtCkmYPtcemFenog -sidebar_position: 2 ---- - - -# 权益系统 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo.md b/feishu-pages/docs/zh-HK/guides/wbo.md deleted file mode 100644 index f806afc8..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 證券后台(WBO) -slug: zh-HK/guides/wbo -sidebar_position: 1 ---- - - -# 證券后台(WBO) - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/AxPawktyYi8PpdkXvxVcDXwPneb.md b/feishu-pages/docs/zh-HK/guides/wbo/AxPawktyYi8PpdkXvxVcDXwPneb.md deleted file mode 100644 index 6a6a5fa1..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/AxPawktyYi8PpdkXvxVcDXwPneb.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 清算管理 -slug: zh-HK/guides/wbo/AxPawktyYi8PpdkXvxVcDXwPneb -sidebar_position: 6 ---- - - -# 清算管理 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/LjNDwiZERi4r4skdM8dc6PbOnkc.md b/feishu-pages/docs/zh-HK/guides/wbo/LjNDwiZERi4r4skdM8dc6PbOnkc.md deleted file mode 100644 index 8d0a35b5..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/LjNDwiZERi4r4skdM8dc6PbOnkc.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 風控管理 -slug: zh-HK/guides/wbo/LjNDwiZERi4r4skdM8dc6PbOnkc -sidebar_position: 8 ---- - - -# 風控管理 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/MfJUwwbDviekDKkL4WGc7VKzn9f.md b/feishu-pages/docs/zh-HK/guides/wbo/MfJUwwbDviekDKkL4WGc7VKzn9f.md deleted file mode 100644 index 3dc985be..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/MfJUwwbDviekDKkL4WGc7VKzn9f.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 虛擬資產管理 -slug: zh-HK/guides/wbo/MfJUwwbDviekDKkL4WGc7VKzn9f -sidebar_position: 5 ---- - - -# 虛擬資產管理 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/MsrcwasClizlyKk5xnQc2v04ntc.md b/feishu-pages/docs/zh-HK/guides/wbo/MsrcwasClizlyKk5xnQc2v04ntc.md deleted file mode 100644 index c9e806db..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/MsrcwasClizlyKk5xnQc2v04ntc.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 基金管理 -slug: zh-HK/guides/wbo/MsrcwasClizlyKk5xnQc2v04ntc -sidebar_position: 4 ---- - - -# 基金管理 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/PA5Aw3Ks8i8olWkwpKdcPdZAn0f.md b/feishu-pages/docs/zh-HK/guides/wbo/PA5Aw3Ks8i8olWkwpKdcPdZAn0f.md deleted file mode 100644 index 79e4a702..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/PA5Aw3Ks8i8olWkwpKdcPdZAn0f.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 新股認購 -slug: zh-HK/guides/wbo/PA5Aw3Ks8i8olWkwpKdcPdZAn0f -sidebar_position: 3 ---- - - -# 新股認購 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/PxB7wuhXNia0XOk8Vohc6HeEnCe.md b/feishu-pages/docs/zh-HK/guides/wbo/PxB7wuhXNia0XOk8Vohc6HeEnCe.md deleted file mode 100644 index 182a9ff4..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/PxB7wuhXNia0XOk8Vohc6HeEnCe.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 公司行動 -slug: zh-HK/guides/wbo/PxB7wuhXNia0XOk8Vohc6HeEnCe -sidebar_position: 7 ---- - - -# 公司行動 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/QQjrw6MQuiU34UksQJycdMCnnhl.md b/feishu-pages/docs/zh-HK/guides/wbo/QQjrw6MQuiU34UksQJycdMCnnhl.md deleted file mode 100644 index 18162116..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/QQjrw6MQuiU34UksQJycdMCnnhl.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 證券管理 -slug: zh-HK/guides/wbo/QQjrw6MQuiU34UksQJycdMCnnhl -sidebar_position: 2 ---- - - -# 證券管理 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/Xd2qwHVugivJ2fkmA0zc7939npb.md b/feishu-pages/docs/zh-HK/guides/wbo/Xd2qwHVugivJ2fkmA0zc7939npb.md deleted file mode 100644 index 2b81b5a3..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/Xd2qwHVugivJ2fkmA0zc7939npb.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 資產賬戶 -slug: zh-HK/guides/wbo/Xd2qwHVugivJ2fkmA0zc7939npb -sidebar_position: 0 ---- - - -# 資產賬戶 - diff --git a/feishu-pages/docs/zh-HK/guides/wbo/XugowZXIwi34fYkiGL3cM1yenbc.md b/feishu-pages/docs/zh-HK/guides/wbo/XugowZXIwi34fYkiGL3cM1yenbc.md deleted file mode 100644 index ffd46dc0..00000000 --- a/feishu-pages/docs/zh-HK/guides/wbo/XugowZXIwi34fYkiGL3cM1yenbc.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 款項管理 -slug: zh-HK/guides/wbo/XugowZXIwi34fYkiGL3cM1yenbc -sidebar_position: 1 ---- - - -# 款項管理 - diff --git a/feishu-pages/docs/zh-HK/guides/wtt.md b/feishu-pages/docs/zh-HK/guides/wtt.md deleted file mode 100644 index 45498f85..00000000 --- a/feishu-pages/docs/zh-HK/guides/wtt.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: 證券交易前台(WTT) -slug: zh-HK/guides/wtt -sidebar_position: 3 ---- - - -# 證券交易前台(WTT) - -WTT 是一个交易员操作的入口 - diff --git a/feishu-pages/docs/zh-HK/release-notes.md b/feishu-pages/docs/zh-HK/release-notes.md deleted file mode 100644 index b364e5e1..00000000 --- a/feishu-pages/docs/zh-HK/release-notes.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 產品更新日誌 -slug: zh-HK/release-notes -sidebar_position: 3 ---- - - -# 產品更新日誌 - diff --git a/feishu-pages/docs/zh-HK/release-notes/console.md b/feishu-pages/docs/zh-HK/release-notes/console.md deleted file mode 100644 index 7e2dad8b..00000000 --- a/feishu-pages/docs/zh-HK/release-notes/console.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Whale Console -slug: zh-HK/release-notes/console -sidebar_position: 0 ---- - - -# Whale Console - diff --git a/feishu-pages/docs/zh-HK/release-notes/console/23-10-10.md b/feishu-pages/docs/zh-HK/release-notes/console/23-10-10.md deleted file mode 100644 index 40816997..00000000 --- a/feishu-pages/docs/zh-HK/release-notes/console/23-10-10.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: 2023-10-10 更新日誌 -slug: zh-HK/release-notes/console/23-10-10 -sidebar_position: 1 ---- - - -# 2023-10-10 更新日誌 - -### 核心功能 - -1. 【優化】角色配置 - - 引入權限策略,管理員可以透過策略為角色進行授權,提升授權效率,同時保留原有的授權方式,透過切換舊版實現 - - 入口: - - -2. 【優化】人員管理 - - 優化了人員管理的互動,管理員可以為指定使用者移除、添加權限和角色 - - 入口: - - -3. 【優化】權限申請 - - 新增透過策略申請權限的方式,使用者可以根據工作需求選擇相應策略申請,同時保留了原有的申請方式,透過切換舊版實現 - - 入口: - - diff --git a/feishu-pages/docs/zh-HK/release-notes/console/23-10-12.md b/feishu-pages/docs/zh-HK/release-notes/console/23-10-12.md deleted file mode 100644 index 35353846..00000000 --- a/feishu-pages/docs/zh-HK/release-notes/console/23-10-12.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: 2023-10-12 更新日誌 -slug: zh-HK/release-notes/console/23-10-12 -sidebar_position: 0 ---- - - -# 2023-10-12 更新日誌 - -### 核心功能 - -1. 【新增】記帳數據來源增加“FD客戶費用帳單”,並增設相關的分錄規則,使數據來源可以根據記帳規則產生會計分錄 - 1. 路徑:「會計中台」-「記賬數據源」 - - -2. 【優化】優化會計分錄合併規則支持手動新增的分錄可以與系統生成的分錄合併 - - 路徑:「會計中台」-「會計分錄」 - - diff --git a/feishu-pages/docs/zh-HK/release-notes/console/23-10-9.md b/feishu-pages/docs/zh-HK/release-notes/console/23-10-9.md deleted file mode 100644 index 35527c0c..00000000 --- a/feishu-pages/docs/zh-HK/release-notes/console/23-10-9.md +++ /dev/null @@ -1,61 +0,0 @@ ---- -title: 2023-10-9 更新日誌 -slug: zh-HK/release-notes/console/23-10-9 -sidebar_position: 2 ---- - - -# 2023-10-9 更新日誌 - -### 核心功能 - -1. 【新增】港交所CTF文件自動導入 - - 新增港交所CTF文件自動導入,日常在下午16:30前導入完毕 - - 注意:需要開通該功能的可聯繫客服對接 - - 路徑:清算管理-文件導入 - - -2. 【新增】機構合約延遲交收 - - 新增機構合約維護模塊,機構合約會在交易日的日切步驟後自動生成 - - 本次迭代支持針對機構合約進行延遲交收操作,解決CCASS延遲交收的記賬問題 - - 注意:交收日>=當前賬務日期的機構合約才可進行延遲交收 - - 後續會迭代相關報表、機構收費等相關功能 - - 路徑:清算管理-合約管理-機構合約 - - -3. 【優化】結單email重發功能 - - 主要用於特殊情況(如數據異常等)下重發結單 - - 重新生成結單後狀態為“重新生成待發送”,該狀態下發送的email消息可為定制消息模版 - - 注意:狀態為“生成失敗”“生成中”不可重發 - - 路徑:「清算管理」-「日終管理」-「結單管理」-「結單查詢」 - - -4. 【優化】資產查詢頁面結構,增加圖表,資產類別更清晰 - - 區分不同的風控狀態及風控指標 - - 增加現金凍結明細查詢(點擊""凍結現金""即可查詢) - - 增加即時倉位明細查詢(點擊""已結算數量""即可查詢) - - 路徑:「資產帳戶」-「資產總覽」-「客戶帳戶查詢」 - - -5. 【優化】Margin Call詳情頁面增加顧客現金明細 - - 路徑:「風控管理」-「風險預警」-「實時預警」 - - -6. 【優化】Margin Call支援對部分預警記錄設定到固定日期自動平倉或到截止日自動平倉 - - 路徑:「風控管理」-「風險預警」-「實時預警」 - - -7. 【優化】手工提現銀行卡列表在卡號後面顯示幣種 - - 路徑:款項管理-出金-手工提現 - - -8. 【優化】轉入或轉出股票時如果客戶位未完成HKIDR授權則提示“OTCR申報需要請聯絡客戶完成HKIDR授權” - - 路徑1:證券管理-證券存入-手工入倉 - - 路徑2:證券管理-證券取出-手工出倉 - - ### 其他功能 - whale支持最近登錄記憶 - - 首次登錄時,需輸入企業編號,賬號密碼登錄 - - 非首次登錄時,系統記憶最近登錄企業,僅輸入賬號密碼登錄即可 - - diff --git a/feishu-pages/docs/zh-HK/release-notes/console/assets/BycDbRD4UouJirxWJSNchGW9nQd.png b/feishu-pages/docs/zh-HK/release-notes/console/assets/BycDbRD4UouJirxWJSNchGW9nQd.png deleted file mode 100644 index 5b232bc3..00000000 Binary files a/feishu-pages/docs/zh-HK/release-notes/console/assets/BycDbRD4UouJirxWJSNchGW9nQd.png and /dev/null differ diff --git a/feishu-pages/docs/zh-HK/release-notes/console/assets/EwoabarNyok7ufxSGZ1cju5RnWh.png b/feishu-pages/docs/zh-HK/release-notes/console/assets/EwoabarNyok7ufxSGZ1cju5RnWh.png deleted file mode 100644 index 86628222..00000000 Binary files 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