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            Asset Finance Management for Customers Subagent Reference

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            Asset Finance Management for Customers 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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
            • Subagent: Address Update Request
              The Address Update subagent retrieves all addresses associated with the customer, prompts the user to select one, gathers the new address details, and creates a case for the update.
            • Subagent: Fee Reversal Request
              The Fee Reversal subagent collects financial account details, displays all relevant fee transactions, and prompts the user to select the specific transaction to create a case for reversal.
            • Subagent: Financial Account Balances Request
              The Financial Account Balances subagent retrieves the financial account balances associated with a specific financial account.
            • Subagent: Financial Account Transactions Request
              The Financial Account Transactions subagent retrieves all financial account transactions associated with a specific financial account.
            • Subagent: Financial Account Statement Request
              The Financial Account Statement subagent requests to order copies of customers' loan or lease account statements.
            • Subagent: Funds Transfer To Own Account Request
              The Funds Transfer to Own Account subagent retrieves all financial accounts associated with the customer, checks for any account restraints, and prompts the user to select the transfer type. The subagent then gathers the required details and creates a case for funds transfer.
            • Subagent: Request Loan Payoff Statement Request
              The Request Loan Payoff Statement subagent collects details such as the selected loan account, future payoff date, and delivery method. Confirms all details and creates a case to fulfill the request.
             
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