Banking Service Employee Assistance
Quickly create banking service process requests for customer service reps by using Banking Service Employee Assistance. Bring the power of Agentforce Generative AI to help customer service reps deliver more personalized service and reach resolutions faster. Banking Service Employee Assistance is a trusted, conversational AI Assistance that uses prebuilt subagents and actions to capture details and automates case creation for a service process request.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
Note Make sure you review the available resources for Einstein Generative AI and Agentforce before you implement Agentforce for your company as per
your requirements.
Banking Service Employee Assistance subagents use these actions and associated Integration Procedures (IPs). You can customise these actions and Integration Procedures according to your business requirements. For more information, see Extend the Banking Service Assistance.
| Agent Action | Associated Subagents | integration procedure (ip) |
|---|---|---|
| Create Case to Block Card |
|
ReportLostCard_CreateCase |
| Fulfill Fee Reversal |
|
FSC_FulfillFeeReversal |
| Create Case for Account Address Update |
|
FSCAddressUpdate_CreateCase |
| Create Case for Change Billing Cycle |
|
FSCRtlChgBillCycl_CreateCase |
| Create Case for Lock or Unlock Card |
|
FSCRtlLkUnlckCard_CreateCase |
| Create Case for Manage Card Settings |
|
ManageCardUsage_CreateCase |
| Create Case for Order Checkbook |
|
OrderCheckbook_CreateCase |
| Create Case for Request Loan Payoff Statement |
|
RequestLoanPayoffStatement_CreateCase |
| Create Case for Request Statement Copies |
|
RequestStatementCopies_CreateCase |
| Create Case for Stop Check Payment |
|
StopCheckPayment_CreateCase |
| Create Case for Transfer Funds |
|
TransferFundstoOwnAccount_CreateCase |
| Create Case for Travel Notification |
|
NotifyTravelPlans_CreateCase |
| Get Card Details for an Account |
|
FSC_GetCards |
| Get Card Settings |
|
FSCRtlServiceProcess_FetchCardControls |
| Get Current Billing Cycle Details |
|
FSCRtlChgBillCycl_FetchCreditCardBillingDetails |
| Get Financial Account Addresses |
|
FSC_GetAccountAddress |
| Get Account Restraints |
|
FSC_GetAccountRestraints |
| Get Financial Account Balances |
|
FSC_GetFinancialAccountBalances |
| Get Financial Accounts for an Account |
|
FSC_GetFA |
| Get Financial Account Transactions |
|
FSC_GetFinancialAccountTransactions |
| Fetch Request Loan Payoff Statement Details |
|
RequestLoanPayoffStatement_GetLoanPayoffDetails |
| Get New Billing Cycle Details |
|
FSCRtlChgBillCycl_NewBillingCycleDetails |
| Get Topic Config |
|
Topic_Config |
| Get Enriched Details of Transactions |
|
FSCTxnDisputeMgmt_WrapperEnrich |
| Get Reason Code for Transactions |
|
FSCTxnDisputeMgmt_GetReasonCode |
| Get Reason SubCode for Transactions |
|
FSCTxnDisputeMgmt_GetReasonSubCode |
| Create Case for Transaction Dispute |
|
FSCTxnDisputeMgmt_DisputeCreateCase |
| Get Transaction Dispute Questionnaire |
|
FSCTxnDisputeMgmt_GetReqParamForQnr |
- Considerations for Agentforce Banking Service Employee Assistance
Before creating an agent using the Banking Service Employee Assistance template, consider supported functionality, usage, limitations and allowances, limits, and other issues. - Setup and Configuration of Banking Service Employee Assistance
Automate routine banking services for customer service reps using AI Assistance with conversational capabilities. Use the Banking Service Employee Assistance template of type Agentforce Employee agent to take quick action on service process requests, helping new or less experienced service reps become productive more quickly. - Banking Service Employee Assistance Subagent Reference
A subagent defines an agent's range of capabilities for a particular job to be done. Subagents help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. Banking Service Employee Assistance agent contains a library of standard subagents designed for service reps to capture service process requests.
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