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Report a Lost Card
Use the provided test data to see how you can report a lost card to Einstein Bots for Financial Services Cloud. Block a card even if several cards are available for a customer. If an international travel plan has been registered, choose to have the replacement card delivered to the home address or one of the registered travel destinations.
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Go to <YOUR_SITE_URL>/FSCBot_Landing.
<YOUR_SITE_URL> is the site that you created in Set Up Email and Salesforce Sites.
- In the chat window, select Report Lost Card.
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For the card you want to report as lost, enter 875769 as the last six digits.
In fact, you can use the last six digits of any card in the Financial Accounts tab in your Salesforce org. You accessed this information in Get Started.
- Provide the email address associated with this card. You accessed this information in Get Started.
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Provide the verification code you received by email.
The verification code is sent to the primary owner’s email address.
- Select the card you want to report as lost, and confirm your choice.
- If you have a registered plan, confirm the destination address of the card.
The bot creates a case for this lost card and provides you with a case number that you can use to follow up with a human agent later.
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