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            Subagent: Payment Extension Requests

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            Subagent: Payment Extension Requests

            Interacts with the customer to gather the payment plan details. Creates a payment schedule according to the borrower’s inputs, and sends an email to the borrower with the agreed payment details.

            Required Editions

            Available in: Lightning Experience
            Financial Services Cloud: Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To create a payment extension for a collection plan:

            Collections and Recovery Specialist

            AND

            FSC Service OR FSC Sales
            To use Agentforce: Agentforce Service Agent User

            Subagent Details

            API Name PaymentExtensionRequestsASA
            Included Agent Actions

            Request Payment Extension

            Example Utterances

            • Create Payment extension For CP-0128129, for amount 2000
            • Create Payment extension for collection Plan
            • Create payment extension for collection plan with name CP-000000015 for the amount of 1000. Make 2 part payments of 200 and 800 for dates 28 Feb and 12 Mar.
             
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