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            Subagent: Report and Replace a Card

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            3. Financial Services Cloud Admin Guide

            Subagent: Report and Replace a Card

            Helps service reps raise a request to report a lost, stolen, destroyed, or captured credit or debit card to prevent unauthorized use, and manage replacement requests. This topic retrieves customer card details and creates a case to permanently block the card and order a replacement. Handles permanent closures rather than temporary locks.

            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 and replace a card subagent for Financial Services:

            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 ReportReplaceCard
            Included Agent Actions

            Identify Record By Name

            Query Records

            Get Topic Config

            Get Card Details for Account

            Create Case to Block Card

            Required Setup

            Examples of Utterances That Trigger This Topic

            • "Can you guide me on how to report a lost card and order its replacement?"
             
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