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            Subagent: Billing Cycle Management Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Billing Cycle Management Request

            Guide the Agentforce agent in processing a customer’s request to change the billing date for a selected credit card. The subagent assists the customer in choosing the correct card and setting a new, valid billing date, clearly explaining the effects, including any disclaimers about interest charges, before creating a case to complete the request.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with Agentforce Financial Services (formerly Financial Services Cloud)
            User Permissions Needed
            To configure billing cycle management request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio Admin

            AND

            Unified Catalog Admin

            AND

            Context Service Admin
            To use billing cycle management request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage billing cycle management request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage billing cycle management request subagent as catalog items for Community Portal and Third-Party Websites: Unified Catalog Community User
            To use Agentforce: Agentforce Service Agent User

            Subagent Details

            API Name BillingCycleManagementRequest
            Included Agent Actions

            Get Topic Config

            Get Card Details for Account

            Get Current Billing Cycle Details

            Get New Billing Cycle Details

            Create Case for Change Billing Cycle

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I want to change my credit card billing cycle date"
            • “Help me modify my credit card's billing schedule.”
             
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