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            Subagent: Checkbook Payment Cancellation

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            3. Financial Services Cloud Admin Guide

            Subagent: Checkbook Payment Cancellation

            Assists service reps capture client requests to stop a check payment or a series of check payments from their financial account before the checks are processed. The Checkbook Payment Cancellation subagent retrieves all financial accounts associated with the customer, gathers details on the check payments to be stopped, and creates a case for the stop check payment.

            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 checkbook payment cancellation 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 CheckbookPaymentCancellation
            Included Agent Actions

            Query Records

            Identify Record by Name

            Get Topic Config

            Get Financial Accounts for an Account

            Create Case for Stop Check Payment

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "How do I stop a check that I mailed yesterday?"
            • "Help me place a stop payment on check number 7890 due to potential fraud for customer Julia Green."
             
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            Salesforce Help | Article