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            Subagent: Funds Transfer to Own Account

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            3. Financial Services Cloud Admin Guide

            Subagent: Funds Transfer to Own Account

            Assists service reps in capturing client requests to set up fund transfers between their financial accounts. This service supports transfers between internal-to-internal accounts, external-to-internal accounts, and internal-to-external accounts, including Own Account Transfers, Loan Payments, and Credit Card Payments. The Funds Transfer to Own Account subagent retrieves all financial accounts associated with the customer, checks for any account restraints, and prompts the user to select the transfer type. The subagent then gathers the required details and creates a case for funds transfer.

            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 assign permission sets to users:

            FSC Service

            AND

            Omnistudio User

            AND

            Industry Service Excellence
            To use Agentforce:

            Agent Platform Builder permission set

            AND

            Agentforce Default Admin permission set
            To use Agentforce Employee Agent: Manage AI Agents and Manage Agentforce Employee Agents
            To use Banking Service Assistance:

            Einstein for Financial Services user permission

            AND

            Access Banking Service Assistance
            To run prompt templates: Execute Prompt Templates user permission

            Subagent Details

            API Name FundsTransferToOwnAccount
            Included Agent Actions

            Query Records

            Get Account Restraints

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Balances

            Create Case for Transfer Funds

            Examples of Utterances That Trigger This Subagent

            • "Process a one-time transfer of $450 from James Doe’s account to their emergency fund."
            • "Initiate a case for a one-time transfer of $875 from account 7418529630 to account 0369258147."

            Considerations

            • Both one-time and recurring loan and credit card payment transfers only support fixed numerical amounts. Rule-based transfers, like Pay Minimum Due, aren't currently supported.

            Set Up Funds Transfer to Own Account Subagent

            Use these steps to set up the Funds Transfer to Own Account subagent for Agentforce Banking Service Employee Assistance.

            1. Assign Unified Catalog permissions. See Unified Catalog User Permissions for Financial Service Processes.
            2. Configure Transfer Funds to Own Account service process using Unified Catalog. See Setup and Configuration for Financial Service Processes in Unified Catalog.
            3. Note
              Note The Fund Transfer Request object is available only in the FSC Standard Objects and not in the FSC Managed Package objects. If you use the FSC Managed Package objects, create a custom object to handle fund transfer requests.
              If you’re using FSC Standard objects, Configure Required Fields for the Fund Transfer Request Object.
            4. Create another integration definition.
              1. Click + New.
              2. Select Apex Defined as the type.
              3. Enter FSC_GetAccountRestraints as the name and developer name.
              4. Search for and select the fscserviceprocess.FSCGetAccountRestraints Apex class.
              5. Confirm that the Attribute Value is FSC_integrations_V1_0_0.
              6. Save the definition and activate it.
            5. Setup and Configure Banking Service Employee Assistance.
             
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