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            Subagent: Loan Payoff Statement Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Loan Payoff Statement Request

            Capture a customer’s request for a loan payoff statement, showing the exact amount needed to pay off their loan on a specific date. The subagent collects details such as the selected loan account, future payoff date, and delivery method (Email or Post), confirms all details, creates a case to fulfill the request, and then shares the case number with the customer.

            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 loan payoff statement 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 loan payoff statement request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage loan payoff statement request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage loan payoff statement 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 RequestLoanPayoffStatementRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Accounts for an Account

            Fetch Request Loan Payoff Statement Details

            Get Financial Account Addresses

            Create Case for Request Loan Payoff Statement

            Examples of Utterances That Trigger This Subagent

            • "Can you provide me with my loan payoff amount?"
            • “I need a payoff statement for my auto loan”

            Set Up Loan Payoff Statement Request Subagent

            Use these steps to set up the Loan Payoff Statement Request subagent for Agentforce Banking Service Customer Assistance.

            1. Assign Unified Catalog permissions. See Unified Catalog User Permissions for Financial Service Processes.
            2. Configure Request Loan Payoff Statement service process using Unified Catalog. See Setup and Configuration for Financial Service Processes in Unified Catalog.
            3. Create another integration definition.
              1. Click + New.
              2. Select Apex Defined as the type.
              3. Enter FSC_RequestLoanPayoffStatementAgent as the name and developer name.
              4. Search for and select the auto_fsc_common_service_processes.AssetFinLoanPyofStmtRqstIntegPrvd Apex class.
              5. Confirm that the Attribute Value is FSC_integrations_V1_0_0.
              6. Save the definition and activate it.
            4. Setup and Configure Banking Service Customer Assistance.
             
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