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            Subagent: Financial Account Transactions

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            3. Financial Services Cloud Admin Guide

            Subagent: Financial Account Transactions

            The Financial Account Transactions subagent retrieves all financial account transactions associated with a specific financial account.

            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 financial account transactions 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 FinancialAccountTransactions
            Included Agent Actions

            Query Records

            Identify Record by Name

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Transactions

            Examples of Utterances That Trigger This Subagent

            • "Show all transactions on the credit card."
            • "Display all transactions for the customer’s Visa card."
             
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