Absolute Free Plat-Con-201 Exam Practice for Comprehensive Preparation 

A consultant must design a 360 view of the customer. The business requirements are:

• A header card with account information (name, account number, next billing date, invoice method)

• A list of related contacts (first name, last name, phone)

• All the open cases related to the account (subject, priority, SLA)

An account will not have more than 2 contacts, but it could have more than 10 open cases. It is necessary to

the different sections available at a glance.

Choose 3 answers

An investment portfolio manager wants to build a console to display:

• Client information

• Profile attributes

• Investment instrument information

There are more than 20 profile attributes. Each investment instrument has 15 fields of information to display.

The fields should be grouped logically.

How should the consultant design a solution to meet the requirements?

A company needs to generate invoices when contracts reach an approved status. Users should initiate the invoice generation process from the contract page, but the option should not appear until the contract reaches the approved status. After the invoice is generated, it should be sent to the customer for signature. What three tools should be used in the solution the consultant recommends to meet these requirements?

A business has a requirement to display cases in a console for service agents. Cases can have a variety of

statuses, including Active, Closed, or Escalated. When a case is Closed, agents need to be able to reopen the

case. When the case is Active or Escalated, agents should not have the option to reopen the case.

Which FlexCard functionality can be used to meet this requirement?