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            Subagent: Fee Reversal Request (Beta)

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            Subagent: Fee Reversal Request (Beta)

            Reverses fees charged to financial accounts, such as maintenance, overdraft, and service fees. The Fee Reversal Request (beta) subagent retrieves customer account details, displays relevant transactions for selection, and submits the reversal request.

            Required Editions

            Example
            Example
            Note
            Note Fee Reversal Request subagent in Banking Service Customer Assistance is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and the applicable terms, such as Non-GA Agentforce, Non-GA Open AI LLM Provider, and Non-GA Credit Consumption in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion. The Non-GA Services are used in conjunction with GA Services which consume paid credits or entitlements (“entitlements”). Any corresponding consumption of entitlements arising from Customer’s use of the Non-GA Services shall not give rise to any refund or credit rights.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure fee reversal request (beta) subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Salesforce Foundations Standard permission set

            AND

            Industry Service Excellence

            AND

            Omnistudio Admin
            To use fee reversal request (beta) subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Salesforce Foundations Standard permission set

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To use Agentforce: Agentforce Service Agent User

            Subagent Details

            API Name FeeReversalRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Transactions

            Fulfill Fee Reversal

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Process the reimbursement for the ATM fee charged"
            • "Refund the penalty fee applied to the account"

            Guidelines and Considerations

            • Fee Reversal Request subagent doesn't automatically send any email notifications upon processing a reversal. However, users with Manage Agentforce Service Agents permission can modify the existing configuration to add this functionality if needed.
             
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