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            Subagent: Checkbook Order

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            3. Financial Services Cloud Admin Guide

            Subagent: Checkbook Order

            Assists service reps capture client requests to order a new checkbook by specifying the number of check leaves needed and the preferred delivery method. The Checkbook Order subagent retrieves all financial accounts associated with the customer, gathers details for the new checkbook, and creates a case for the checkbook request.

            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 order 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 CheckbookOrder
            Included Agent Actions

            Query Records

            Identify Record by Name

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Addresses

            Create Case for Order Checkbook

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Help me order a checkbook with 110 checks for Jane Doe."
            • "Can you help me get a checkbook?"

            Guidelines and Considerations

            • Checkbook Order subagent currently supports statement addresses associated with a financial account. The statement addresses that have both Active To and Active From dates get displayed. To include additional address types, users with Manage Agentforce Employee Agents permission can modify the prebuilt configuration of the Integration Procedure.
             
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