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Original file line number | Diff line number | Diff line change |
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--- | ||
title: 消息设置 | ||
slug: KZZlw2sqFiy4knkZtvCcClPknHg | ||
sidebar_position: 4 | ||
--- | ||
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# 消息设置 | ||
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## 消息设置 | ||
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消息设置是 Whale WBO 独有的系统功能,方便劵商运营人员对下列场景 发出特定消息通知,方便作消息即时通知管理 | ||
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场景 1:待办事项通知(流程、任务型) | ||
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1. 某些审批或者工作流某个节点审核等,可以具体通知到某个 WBO 后台用户或者有某个有权限的用户; | ||
2. 某个任务提醒; | ||
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场景 2:系统通知(SaaS 服务商) | ||
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1. 系统维护、升级、新功能发布等公告 | ||
2. 系统安全登录等告知 | ||
3. 一些劵商经纪业务等告知 | ||
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场景 3:系统运营操作通知(证券) | ||
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1. 例:汇率导入操作提醒; | ||
2. 例:手动结算操作等; | ||
3. 例:报表生成提醒等; | ||
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## 订阅管理 | ||
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入口处在 用户头像旁 的设定图像下 | ||
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<img src="/assets/SPD0b8VvFod0tQxbJHwcxxUOn0b.png" src-width="1220" src-height="288"/> | ||
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执行菜单:全局设置>消息设置>订阅管理 | ||
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- 本作业主要用于维护面向用户的消息订阅管理 | ||
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<img src="/assets/Ys8NbOVavokJpjxdzSAclnKfnCd.png" src-width="3404" src-height="1616" align="center"/> | ||
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当需要新增一个消息订阅时,可以点选【新建】 | ||
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<img src="/assets/L8ZCbZIlxoejxUxkUh9cjJiancg.png" src-width="3384" src-height="1606" align="center"/> | ||
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可以根据系统提供的消息类型,配置接收渠道,目前系统支持邮件通知与 Webhook 方式,可以在消息接人 选择系统用户或系统角色 | ||
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<div class="flex gap-3 columns-2" column-size="2"> | ||
<div class="w-[39%]" width-ratio="39"> | ||
<img src="/assets/Ul1Tb2k7xoJv0Gx9GIScVbVTnxd.png" src-width="620" src-height="212"/> | ||
</div> | ||
<div class="w-[60%]" width-ratio="60"> | ||
<img src="/assets/N2xDb0W9Po2K2oxieCcc3d1inpN.png" src-width="1058" src-height="238" align="center"/> | ||
</div> | ||
</div> | ||
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当完成消息订阅后,以后就可以透过配置接收渠道接收到通知讯息 | ||
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- (系统 01/30 :新增功能)为提供更多消息通知,系统优化新增下列的业务告警消息类型 | ||
- 会计分录每天执行成功新增邮件告警管理 | ||
- 银行帐单余额核对新增邮件告警管理 | ||
- 分录重跑结果成功新增邮件告警管理 | ||
- 分录重跑任务失败新增邮件告警管理 | ||
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- (系统 04/10 :新增功能) “新增客户银行卡告警”和“新增客户银行卡审批告警”可以根据需要设置 相关审批告警 | ||
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<img src="/assets/RjQqbKUXNo1oUNxhxhEcbzSJnYc.png" src-width="1980" src-height="992" align="center"/> | ||
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当告警生效时,相关人员会收到信箱通知 | ||
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<img src="/assets/PfLfb9XBDoV7BQx0GuKc0FpPnpg.png" src-width="2359" src-height="1068" align="center"/> | ||
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- (系统 05/08 :新增功能)新增'证券转入'、'证券取出' 提交时业务告警,可以根据需要设置 相关审批告警 | ||
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<img src="/assets/YfJybTDlOot9vfxLAHqcF7MUnDh.png" src-width="3111" src-height="1312" align="center"/> | ||
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- (系统 09/11 :新增功能)在订阅管理模块,新增‘开户待审核’业务,可配置接收信息通知的方式。 | ||
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<img src="/assets/AvrEbcAU2oQqPTxKbrMc7OeYnvf.png" src-width="2410" src-height="1238" align="center"/> | ||
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Original file line number | Diff line number | Diff line change |
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@@ -0,0 +1,81 @@ | ||
--- | ||
title: 消息設置 | ||
slug: KZZlw2sqFiy4knkZtvCcClPknHg | ||
sidebar_position: 4 | ||
--- | ||
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||
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||
# 消息設置 | ||
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## 消息設置 | ||
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消息設置是 Whale WBO 獨有的系統功能,方便劵商運營人員對下列場景 發出特定消息通知,方便作消息即时通知管理 | ||
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场景 1:待辦事项通知(流程、任务型) | ||
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1. 某些审批或者工作流某個節點審核等,可以具体通知到某個 WBO 后台用户或者有某個有權限的用户; | ||
2. 某個任務提醒; | ||
|
||
场景 2:系统通知(SaaS 服务商) | ||
|
||
1. 系统维护、升级、新功能发布等公告 | ||
2. 系统安全登录等告知 | ||
3. 一些劵商經紀業務等告知 | ||
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||
场景 3:系統運營操作通知(證券) | ||
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1. 例:汇率導入操作提醒; | ||
2. 例:手動结算操作等; | ||
3. 例:报表生成提醒等; | ||
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## 訂閱管理 | ||
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入口處在 用戶頭像旁 的設定圖像下 | ||
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<img src="/assets/SPD0b8VvFod0tQxbJHwcxxUOn0b.png" src-width="1220" src-height="288"/> | ||
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執行菜單:全局設置>消息設置>訂閱管理 | ||
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- 本作業主要用於維護面向用戶的消息訂閱管理 | ||
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<img src="/assets/Ys8NbOVavokJpjxdzSAclnKfnCd.png" src-width="3404" src-height="1616" align="center"/> | ||
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當需要新增一個消息訂閱時,可以點選【新建】 | ||
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<img src="/assets/L8ZCbZIlxoejxUxkUh9cjJiancg.png" src-width="3384" src-height="1606" align="center"/> | ||
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可以根據系統提供的消息類型,配置接收渠道,目前系統支持郵件通知與 Webhook 方式,可以在消息接人 選擇系統用戶或系統角色 | ||
|
||
<div class="flex gap-3 columns-2" column-size="2"> | ||
<div class="w-[39%]" width-ratio="39"> | ||
<img src="/assets/Ul1Tb2k7xoJv0Gx9GIScVbVTnxd.png" src-width="620" src-height="212"/> | ||
</div> | ||
<div class="w-[60%]" width-ratio="60"> | ||
<img src="/assets/N2xDb0W9Po2K2oxieCcc3d1inpN.png" src-width="1058" src-height="238" align="center"/> | ||
</div> | ||
</div> | ||
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當完成消息訂閱後,以後就可以透過配置接收渠道接收到通知訊息 | ||
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- (系統 01/30 :新增功能)為提供更多消息通知,系統優化新增下列的業務告警消息類型 | ||
- 會計分錄每天執行成功新增郵件告警管理 | ||
- 銀行帳單餘額覈對新增郵件告警管理 | ||
- 分錄重跑結果成功新增郵件告警管理 | ||
- 分錄重跑任務失敗新增郵件告警管理 | ||
|
||
- (系統 04/10 :新增功能) “新增客戶銀行卡告警”和“新增客戶銀行卡審批告警”可以根據需要設置 相關審批告警 | ||
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||
<img src="/assets/RjQqbKUXNo1oUNxhxhEcbzSJnYc.png" src-width="1980" src-height="992" align="center"/> | ||
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當告警生效時,相關人員會收到信箱通知 | ||
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||
<img src="/assets/PfLfb9XBDoV7BQx0GuKc0FpPnpg.png" src-width="2359" src-height="1068" align="center"/> | ||
|
||
- (系統 05/08 :新增功能)新增'證券轉入'、'證券取出' 提交時業務告警,可以根據需要設置 相關審批告警 | ||
|
||
<img src="/assets/YfJybTDlOot9vfxLAHqcF7MUnDh.png" src-width="3111" src-height="1312" align="center"/> | ||
|
||
- (系統 09/11 :新增功能)在訂閱管理模塊,新增‘開戶待審核’業務,可配置接收信息通知的方式。 | ||
|
||
<img src="/assets/AvrEbcAU2oQqPTxKbrMc7OeYnvf.png" src-width="2410" src-height="1238" align="center"/> | ||
|
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