Modify Topic_Config Integration Procedure
The Get Topic Config agent action retrieves the prebuilt data configuration for a specific subagent. The agent action uses the Topic_Config Integration Procedure (IP) which provides the subagent's data configuration as a customizable JSON output. However, the output response JSON configuration differs for both Financial Services Standard objects and Financial Services Cloud Managed Package objects in the integration procedure.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To modify Integration Procedures: | Omnistudio Admin |
Let’s take an example:
- Objective: Your bank does not offer automotive loans or other loan services, so you want to remove loan-related accounts from the Financial Accounts list for the Financial Account Statement subagent so that reps can only select relevant accounts.
- Prebuilt configuration: This is the prebuilt data JSON for Financial Account Statement
subagent in the Set Values Action element within the Topic_Config IP. If you’re using the
FSC Standard objects, the Set Values Action elements are visible under the CoreConfig node
within the IP. If you're using the FSC Managed Package objects, the Set Values Action
elements are visible under the PackageConfig node.
Core Config Package Config JSON { "FinancialAccountConfig": { "Roles": ["Owner"], "isHeldAway": ["false"], "Types": [ "Savings", "Checkings", "Automotive Loan", "Loan" ] }, "FinancialAccountAddressConfig": { "AddressTypes": ["Statement Address"], "Roles": ["Owner"], "IncludeAllAddress": true } }JSON { "FinancialAccountConfig": { "Roles": ["Primary Owner", "Joint Owner"], "isHeldAway": ["false"], "Types": [ "Savings Account", "Checking Account", "Auto Loan", "Loan Account", "Mortgage" ] }, "FinancialAccountAddressConfig": { "Roles": ["Primary Owner", "Joint Owner"], "IncludeAllAddress": true } } - Modified JSON: Edit the value field in the Element Value Map for Set Values Action element
to remove “Automotive Loan” and "Loan" from the “Types” parameter of CoreConfig. If you have
PackageConfig, in the “Types” parameter, remove "Auto Loan", "Loan Account", and "Mortgage"
values.
Core Config Package Config JSON { "FinancialAccountConfig": { "Roles": ["Owner"], "isHeldAway": ["false"], "Types": [ "Savings", "Checkings", ] }, "FinancialAccountAddressConfig": { "AddressTypes": ["Statement Address"], "Roles": ["Owner"], "IncludeAllAddress": true } }JSON { "FinancialAccountConfig": { "Roles": ["Primary Owner", "Joint Owner"], "isHeldAway": ["false"], "Types": [ "Savings Account", "Checking Account", ] }, "FinancialAccountAddressConfig": { "Roles": ["Primary Owner", "Joint Owner"], "IncludeAllAddress": true } } - Result: Only savings accounts and checking accounts are visible in the Financial Accounts list for service reps to select from.
- From the Integration Procedure list view page, select and open the Topic_Config IP that you want to integrate with your agent.
- Create a new version.
- If you’ve enabled Financial Account Management Standard Objects, then navigate to CoreConfig node.
- If you've installed the Financial Services Cloud Managed package and want to use financial account and related objects from the managed package, then navigate to PackageConfig node.
- Click FinancialAccountStatement Set Values Action element.
- In the Element Value Map, go to the Value field and modify the data configuration JSON values.
- Click Save.
- Activate the Integration Procedure.
When creating a case for request statement copies using Agentforce, reps can only see the customer's Savings accounts and Checking accounts in the Financial Accounts list.
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