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            Set Up Transaction Dispute Intake Subagent

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            Set Up Transaction Dispute Intake Subagent

            Use these steps to set up the Transaction Dispute Intake subagent for Agentforce Banking Service Employee Assistance.

            1. Assign Unified Catalog permissions. See Unified Catalog User Permissions for Financial Service Processes.
            2. Configure Transaction Dispute Management service process using Unified Catalog. See Setup and Configuration for Financial Service Processes in Unified Catalog.
            3. Set up transaction enrichment in Transaction Dispute Intake subagent through dispute intake Omniscript, business rules, and integration with any enrichment provider. See Transaction Enrichment for Transaction Dispute Management.
            4. Configure the picklist values required for Fund Flow Direction field on Dispute Item object.
            5. Configure Dispute Reason Codes and Reason Subcodes and make sure that these codes are available by executing the FSCTxnDisputeMgmt_GetReasonCode and FSCTxnDisputeMgmt_GetReasonSubCode Integration Procedures in the Preview mode.
            6. For fields on dispute-related objects, update the field-level security. See Assign Transaction Dispute Management Permissions to User.
            7. Activate picklist values for the Type field on the Financial Account Transaction object.
              1. In Setup, go to Object Manager.
              2. Locate the Financial Account Transaction object and click Fields & Relationships.
              3. For the Type field, add these picklist values.
                Field Picklist Value
                Type Credit
                Debit
            8. Create custom text fields for Acquirer Reference Number and Card Acceptor Name on the Financial Account Transaction object. The agent needs these fields to retrieve merchant-related details from third-party enrichment providers. See how to Create a Custom Field.
            9. Update the Data Mappers within Integration Procedures to include the newly created Acquirer Reference Number and Card Acceptor Name fields in the API payload for third-party enrichment providers.
              1. Open the FSC_GetFinancialAccountTransactions Integration Procedure.
              2. If you’re using FSC Standard objects, navigate to the FSCGetStandardFinancialAccountTransactions element. If you’re using FSC Managed package objects, navigate to the FSCGetFinancialAccountTransactions element.
              3. Clone the associated Data Mapper to create a new version.
              4. Move the custom Acquirer Reference Number and Card Acceptor Name text fields from Available Fields to Selected Fields.
              5. Navigate to the FSCTransformFinancialAccountTransactions element in the Integration Procedure.
              6. Clone the associated Data Mapper to create a new version.
              7. In the cloned Data Mapper, add required formulas for the fields and update the transform mappings to include them.
              8. Click Execute.
              9. Click Configure Agentforce.
              10. Click Save.
              11. Activate the Integration Procedure.
            10. Setup and Configure Banking Service Employee Assistance.
             
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