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            Subagent: Financial Account Statement Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Financial Account Statement Request

            Helps customers request copies of their checking or savings account statements. Collects details such as the selected account, statement period (predefined or custom dates), and delivery method (Email or Post). Confirms all details of the request and creates a case for fulfillment.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure financial account statement request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Salesforce Foundations Standard permission set

            AND

            Industry Service Excellence

            AND

            Omnistudio Admin
            To use financial account statement request 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 FinclAcctStatementRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Addresses

            Create Case for Request Statement Copies

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Can you send me my transaction history for the last three months?"
            • “Fetch my account statement”
             
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