Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Subagent: Loan Payoff Statement

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Subagent: Loan Payoff Statement

            Assists service reps capture client requests for a loan payoff statement for a specific loan account. Collects details such as the selected loan account, future payoff date, and delivery method (Email or Post). Confirms all details and creates a case to fulfill the 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 address update 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 RequestLoanPayoffStatement
            Included Agent Actions

            Identify Record By Name

            Query Records

            Get Topic Config

            Get Financial Accounts for an Account

            Fetch Request Loan Payoff Statement Details

            Get Financial Account Addresses

            Create Case for Request Loan Payoff Statement

            Examples of Utterances That Trigger This Subagent

            • "How do I request a loan payoff statement?"
            • “Can you send me the loan payoff details?”

            Set Up Loan Payoff Statement Subagent

            Use these steps to set up the Loan Payoff Statement subagent for Agentforce Banking Service Employee Assistance.

            1. Assign Unified Catalog permissions. See Unified Catalog User Permissions for Financial Service Processes.
            2. Configure Request Loan Payoff Statement service process using Unified Catalog. See Setup and Configuration for Financial Service Processes in Unified Catalog.
            3. Create another integration definition.
              1. Click + New.
              2. Select Apex Defined as the type.
              3. Enter FSC_RequestLoanPayoffStatementAgent as the name and developer name.
              4. Search for and select the auto_fsc_common_service_processes.AssetFinLoanPyofStmtRqstIntegPrvd Apex class.
              5. Confirm that the Attribute Value is FSC_integrations_V1_0_0.
              6. Save the definition and activate it.
            4. Setup and Configure Banking Service Employee Assistance.
             
            Loading
            Salesforce Help | Article