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            Subagent: Card Lock Management

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            3. Financial Services Cloud Admin Guide

            Subagent: Card Lock Management

            Assists service reps capture client requests to lock or unlock their credit or debit cards. Guides the user to take relevant actions based on situation such as reporting a lost card, reviewing recent transactions, or setting a travel notice. Confirms all details of the request and creates a case for fulfillment.

            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 CardLockManagement
            Included Agent Actions

            Query Records

            Get Topic Config

            Get Card Details for Account

            Create Case for Lock Or Unlock Card

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Can you lock my Visa debit card? I’m not sure where it is."
            • “Enable my credit card again, I located it.”
             
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