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            Subagent: Travel Notification Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Travel Notification Request

            Record a customer’s travel plans to ensure uninterrupted access to their banking services. The subagent collects travel details (dates, destinations, contact information) and creates relevant cases for seamless service.

            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 travel notification 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 travel notification request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage travel notification request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage travel notification 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 TravelNotificationRequest
            Included Agent Actions

            Get Topic Config

            Get Card Details for Account

            Create Case for Travel Notification

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I'm traveling to Europe next week and want to notify you about my trip"
            • “Can you set up a travel alert for my upcoming vacation to Japan?”
             
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