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            Subagent: Check Number Inquiry

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            3. Financial Services Cloud Admin Guide

            Subagent: Check Number Inquiry

            Helps service reps resolve customer queries regarding the status, issue date, and processing details of an issued check.

            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 check number inquiry subagent for Financial Services:

            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 CheckNumberInquiry
            Included Agent Actions

            Identify Record By Name

            Query Records

            Get Topic Config

            Get Financial Accounts for an Account

            Get Check Details

            Examples of Utterances That Trigger This Subagent

            • "Can you guide me on how to inquire for a check"
            • "I need to verify if check 5678 has been cashed yet"

            Set Up Check Number Inquiry Subagent

            Use these steps to set up the Check Number Inquiry subagent for Agentforce Banking Service Employee Assistance.

            1. Create the named credentials for the subagent.

              The subagent uses named credentials to specify the secure endpoint URL and authentication credentials required to connect Salesforce to any external system.

              For this subagent, you must create the two named credentials: FSC_retail_savings_integrations_V1_0_0 and FSC_retail_current_integrations_V1_0_0.

              For more information, see Connect to MuleSoft and Create a Named Credential for the Service Process.

            2. Create an integration definition for the subagent.

              The subagent uses integration definitions that call the Connect API to fulfill a service request.

              1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
              2. Click + New.
              3. Select Apex Defined as the integration definition type.
              4. Enter FSC_GetCheckDetails as the name and developer name of the definition.
              5. Find and select the fscserviceprocess__FetchCheckDetails Apex class.
              6. Confirm that the attribute values are FSC_retail_savings_integrations_V1_0_0, and FSC_retail_current_integrations_V1_0_0.
                The Attribute Name and Attribute Value fields are automatically populated. To point to a different Named Credential, enter an attribute name and attribute value.
              7. Save and activate the integration definition.
            3. Setup and Configure Banking Service Employee Assistance.
             
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