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            Subagent: Report Credit or Debit Card

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            Subagent: Report Credit or Debit Card

            Assists service reps capture client requests to report their credit or debit card as lost, stolen, destroyed, or captured by an ATM. The Report Credit or Debit Card subagent retrieves card details associated with the customer, prompts the user to select the card, and creates a case to block the card.

            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 report credit or debit card 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 ReportCreditOrDebitCard
            Included Agent Actions

            Query Records

            Identify Record by Name

            Get Topic Config

            Get Card Details for Account

            Create Case to Block Card

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Block the debit card ending in 5678, it was lost."
            • "Julia Green's Platinum card ending in 1426 is missing."

            Guidelines and Considerations

            • Report Credit or Debit Card subagent creates a case to report and deactivate a lost card, but it does not automatically initiate a request for a card replacement.
             
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