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            Subagent: Standing Instruction Management Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Standing Instruction Management Request

            Manage a customer’s standing instructions by allowing the Agentforce service agent to set up new instructions with schedule details, update existing payment frequencies, or cancel recurring transactions.

            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 standing instruction management 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 standing instruction management request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage standing instruction management request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage standing instruction management 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 StandingInstructionManagementRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Accounts for an Account

            Get Recurring Transactions

            Create Case For Manage Standing Instructions

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I want to set up automatic payments for my credit card bill"
            • “Can you help me cancel my recurring payment instruction?”
             
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