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            Financial Services | Generate Resolution Note

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            Financial Services | Generate Resolution Note

            Generates a concise, factual, and audit-ready resolution summary for internal complaint records by using the provided structured data.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Service
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name GenerateResolutionNote
            Reference Action Type Prompt Template
            Reference Action GenerateResolutionNote
            Does this action execute one or more prompt templates? Yes
             
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