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            Subagent: Check Number Inquiry Request

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Subagent: Check Number Inquiry Request

            Enable the Agentforce agent to help customers select a financial account and inquire about the status, issue date, and clearing details of a specific check.

            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 check number inquiry 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 check number inquiry request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To use Agentforce: Agentforce Service Agent User

            Subagent Details

            API Name CheckNumberInquiryRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Accounts for an Account

            Get Check Details

            Examples of Utterances That Trigger This Subagent

            • "What check numbers have cleared on my account recently?"
            • “I need to verify if check 5678 has been cashed yet”

            Set Up Check Number Inquiry Request Subagent

            Use these steps to set up the Check Number Inquiry Request subagent for Agentforce Banking Service Customer Assistance.

            1. Create the named credentials for the subagent.

              The subagent uses named credentials to specify the secure endpoint URL and authentication credentials required to connect Salesforce to any external system.

              For this subagent, you must create the two named credentials: FSC_retail_savings_integrations_V1_0_0 and FSC_retail_current_integrations_V1_0_0

              For more information, see Connect to MuleSoft and Create a Named Credential for the Service Process.

            2. Create an integration definition for the subagent.

              The subagent uses integration definitions that call the Connect API to fulfill a service request.

              1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
              2. Click + New.
              3. Select Apex Defined as the integration definition type.
              4. Enter FSC_GetCheckDetails as the name and developer name of the definition.
              5. Find and select the fscserviceprocess__FetchCheckDetails Apex class.
              6. Confirm that the attribute values are FSC_retail_savings_integrations_V1_0_0, and FSC_retail_current_integrations_V1_0_0.

                The Attribute Name and Attribute Value fields are automatically populated. To point to a different Named Credential, enter an attribute name and attribute value.

              7. Save and activate the integration definition.
            3. Setup and Configure Banking Service Customer Assistance.
             
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