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            Subagent: Billing Cycle Management

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Subagent: Billing Cycle Management

            Assists service reps capture client requests for change in the billing date of a selected credit card. Guides the user choose the card and set a new, valid billing date. Clearly explains the effects of this change, including any disclaimers about interest charges or changes to the billing cycle, before creating a case to complete the request.a loan payoff statement for a specific loan account.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To configure and use billing cycle management subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Access Banking Service Assistance
            To use Agentforce Employee Agent: Manage AI Agents and Manage Agentforce Employee Agents

            Subagent Details

            API Name BillingCycleManagement
            Included Agent Actions

            Identify Record By Name

            Query Records

            Get Topic Config

            Get Card Details for Account

            Get Current Billing Cycle Details

            Get New Billing Cycle Details

            Create Case for Change Billing Cycle

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Change the billing date on my Visa card, please."
            • “Help me modify my credit card's billing schedule.”
             
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