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            Subagent: Card Settings Management Request

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Subagent: Card Settings Management Request

            Enable the Agentforce agent to help a customer control how and where a card is used, such as enabling or disabling international payments. This subagent collects card details and settings from the customer to update, and creates a case for the update.

            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 card settings 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 card settings management request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage card settings management request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage card settings 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 CardSettingsManagementRequest
            Included Agent Actions

            Get Topic Config

            Get Card Details for Account

            Get Card Settings

            Create Case for Manage Card Settings

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I want to set spending limits on my debit card for online purchases"
            • “Can I enable international transactions on my credit card?”
             
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