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Asset Finance Management Subagent Reference
A subagent defines an agent's range of capabilities for a particular job to be done. Subagents help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
- Subagent: Automotive Payment Deferral
Customer support reps, account managers, and financial advisors can use the Automotive Payment Deferral subagent to defer recurring loan or lease payments on behalf of customers. Agentforce helps to capture the new terms for the loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, a case is created for the request based on the new terms after the customer gives their consent. - Subagent: Automotive Payment Due Date Modification
Customer support reps, account managers, and financial advisors can use the Automotive Payment Due Date Modification subagent to modify the due date for recurring loan or lease payments on behalf of customers. Agentforce helps to capture the new terms for the loan or lease payments and check a customer’s eligibility for the due date modification request. If eligible, a case is created for the request based on the new terms after the customer gives their consent. - Subagent: Transfer Funds to Own Account
The Funds Transfer to Own Account subagent retrieves all financial accounts associated with the customer, checks for any account restraints, and prompts the user to select the transfer type. The subagent then gathers the required details and creates a case for funds transfer. - Subagent: Address Update
The Address Update subagent retrieves all addresses associated with the customer, prompts the user to select one, gathers the new address details, and creates a case for the update. - Subagent: Fee Reversal
The Fee Reversal subagent collects financial account details, displays all relevant fee transactions, and prompts the user to select the specific transaction to create a case for reversal. - Subagent: Request Loan Payoff Statement
The Request Loan Payoff Statement subagent collects details such as the selected loan account, future payoff date, and delivery method. Confirms all details and creates a case to fulfill the request. - Subagent: Financial Account Balances
The Financial Account Balances subagent retrieves the financial account balances associated with a specific financial account. - Subagent: Financial Account Transactions
The Financial Account Transactions subagent retrieves all financial account transactions associated with a specific financial account. - Subagent: Financial Account Statement
The Financial Account Statement subagent requests to order copies of customers' loan or lease account statements.
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