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            Subagent: Standing Instruction Management

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            3. Financial Services Cloud Admin Guide

            Subagent: Standing Instruction Management

            Helps service reps raise a request to configure new standing instructions, update existing payment schedules, or process cancellations.

            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 standing instruction management 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

            Examples of Utterances That Trigger This Subagent

            • "Can you guide me on how to set up automatic payments for a credit card bill?"
             
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