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            Subagent: Report and Replace a Card Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Report and Replace a Card Request

            Enable the Agentforce service agent to process a customer’s request to report a lost, stolen, destroyed, or captured credit or debit card to prevent unauthorized use and manage replacement requests. This subagent retrieves customer card details, creates a case to permanently block the card, and orders a replacement. This subagent handles permanent closures rather than temporary locks.

            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 report and replace a card 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 report and replace a card request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage report and replace a card request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage report and replace a card 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 ReportCreditOrDebitCardRequest
            Included Agent Actions

            Get Topic Config

            Get Card Details for Account

            Create Case to Block Card

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I lost my debit card. Can you block it?"
            • "Please block my debit card. I lost it last night."
             
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