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            Subagent: Funds Transfer to Own Account Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Funds Transfer to Own Account Request

            Initiates one-time or recurring transfers between internal and external accounts, including loan and credit card payments. This subagent retrieves eligible accounts, validates for restraints, and creates a case for a service rep to process the transaction.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To assign permission sets to users:

            FSC Service

            AND

            Omnistudio User

            AND

            Industry Service Excellence
            To use Agentforce Service Agent: Agentforce Service Agent User
            To run prompt templates: Execute Prompt Templates user permission

            Subagent Details

            API Name FundsTfrToOwnAcctRequest
            Included Agent Actions

            Get Account Restraints

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Balances

            Create Case for Transfer Funds

            Examples of Utterances That Trigger This Subagent

            • "Initiate a case for a one-time transfer of $875 from account xxxxxxx630 to account xxxxxxx147"
            • "Start a case for a recurring payment of $65 from account DEBIT-987 to account UTILITY-654, every other Friday, for 12 payments"
            • "Process a one-time transfer of $450 from account SOURCE-ACCOUNT to account DESTINATION-ACCOUNT"

            Considerations

            • Both one-time and recurring loan and credit card payment transfers only support fixed numerical amounts. Rule-based transfers, like Pay Minimum Due, aren't currently supported.

            Set Up Funds Transfer to Own Account Request Subagent

            Use these steps to set up the Funds Transfer to Own Account service for Agentforce Banking Service Customer Assistance.

            1. Assign Unified Catalog permissions. See Unified Catalog User Permissions for Financial Service Processes.
            2. Configure Transfer Funds to Own Account service process using Unified Catalog. See Setup and Configuration for Financial Service Processes in Unified Catalog.
            3. Note
              Note The Fund Transfer Request object is available only in the FSC Standard Objects and not in the FSC Managed Package objects. If you use the FSC Managed Package objects, create a custom object to handle fund transfer requests.
              If you’re using FSC Standard objects, Configure Required Fields for the Fund Transfer Request Object.
            4. Create another integration definition.
              1. Click + New.
              2. Select Apex Defined as the type.
              3. Enter FSC_GetAccountRestraints as the name and developer name.
              4. Search for and select the fscserviceprocess.FSCGetAccountRestraints Apex class.
              5. Confirm that the Attribute Value is FSC_integrations_V1_0_0.
              6. Save the definition and activate it.
            5. Setup and Configuration of Banking Service Customer Assistance.
             
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