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            Buscar en toda la Ayuda de Salesforce
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            ConfiguraciĆ³n de JSON de muestra para temas de asistencia de servicio bancario

            Usted estĆ” aquĆ­:

            1. Ayuda de Salesforce
            2. Documentos
            3. GuĆ­a de administrador de Financial Services Cloud

            ConfiguraciĆ³n de JSON de muestra para temas de asistencia de servicio bancario

            Estas son las configuraciones de JSON preconstruidas para diferentes temas de agentes en Procedimiento de integraciĆ³n Topic_Config. Las configuraciones de JSON para un tema de agente de proceso de servicio especĆ­fico son idĆ©nticas en Asistencia al cliente de servicio de banca y Asistencia a empleados de servicio de banca.

            Ediciones necesarias

            Disponible en: Lightning Experience
            Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition
            Nombre de tema ConfiguraciĆ³n principal ConfiguraciĆ³n de paquete
            Extracto de cuenta financiera 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
       "Types": [
      "Savings",
      "Checkings",
      "Automotive Loan",
      "Loan"
    ]
  },
  "FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account",
      "Auto Loan",
      "Loan Account",
      "Mortgage"
    ]
  },
  "FinancialAccountAddressConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "IncludeAllAddress": true
  }
}
            Tarjeta de crƩdito o dƩbito de reporte 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Transacciones de cuentas financieras 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
        },
"FinancialAccountTransactionsConfig": {
    "transactionType": []
  }
}

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
         },
  "FinancialAccountTransactionsConfig": {
    "transactionType": []
  }
}
            Saldos de cuentas financieras 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
     },
"FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],

    "isHeldAway": ["false"]
     },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}
            DeclaraciĆ³n de pago de prĆ©stamo 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
    "Status": [],
    "Types": [
      "Automotive Loan",
      "Loan"
    ]

  },
"FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
    "Status": [],
     "Types": [
      "Auto Loan",
      "Loan Account",
      "Mortgage"
    ]
  },
 "FinancialAccountAddressConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "IncludeAllAddress": true
  }
}
            CancelaciĆ³n de pago de chequera 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings",
      "Checkings"
    ]
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account"
      ]
  }
}
            Pedido de chequera 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
    "Status": [],
    "Types": [
      "Savings",
      "Checkings"
    ]
  },
"FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account"
      ]
  }
,
 "FinancialAccountAddressConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "IncludeAllAddress": true
  }
}
            NotificaciĆ³n de viaje 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            GestiĆ³n de configuraciĆ³n de tarjeta 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            ActualizaciĆ³n de direcciĆ³n 
            {
  "FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountAddressConfig": {
    "Roles": [
      "Primary Owner",
      "Joint Owner"
    ],
    "IncludeAllAddress": true
  }
}
            GestiĆ³n de bloqueo de tarjeta 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            GestiĆ³n del ciclo de facturaciĆ³n 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card", "ATM Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card", "ATM Card"],
    "IsCardActive": [true]
  }
}
            Transferencia de fondos a cuenta propia - Origen de transferencia de cuenta propia 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            La configuraciĆ³n de IP preconstruida en ConfiguraciĆ³n principal recupera informaciĆ³n de cuentas en tiempo real desde su sistema de banca principal externo. Para recuperar informaciĆ³n de cuenta desde Salesforce en su lugar, modifique el valor financialAccountBalanceTypes en FinancialAccountBalancesConfig de "CurrentPostedBalance" a "Current PostedBalance" (con espacios).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Transferencia de fondos a cuenta propia - Objetivo de transferencia de cuenta propia 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  }
}
            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  }
}
            Transferencia de fondos a cuenta propia - Origen de pago de prƩstamo 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            La configuraciĆ³n de IP preconstruida en ConfiguraciĆ³n principal recupera informaciĆ³n de cuentas en tiempo real desde su sistema de banca principal externo. Para recuperar informaciĆ³n de cuenta desde Salesforce en su lugar, modifique el valor financialAccountBalanceTypes en FinancialAccountBalancesConfig de "CurrentPostedBalance" a "Current PostedBalance" (con espacios).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Transferencia de fondos a cuenta propia - Objetivo de pago de prƩstamo 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "TotalBalance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": [
      "Mortgage",
      "Automotive Loan",
      "Automotive Lease",
      "Loan",
      "Home Equity Line of Credit"
    ],
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
  }
}
            		 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "Balance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": [
      "Mortgage",
      "Auto Loan",
      "Loan Account",
      "Home Equity Line of Credit"
    ],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
  }
}
            Transferencia de fondos a cuenta propia - Origen de pago con tarjeta de crƩdito 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            La configuraciĆ³n de IP preconstruida en ConfiguraciĆ³n principal recupera informaciĆ³n de cuentas en tiempo real desde su sistema de banca principal externo. Para recuperar informaciĆ³n de cuenta desde Salesforce en su lugar, modifique el valor financialAccountBalanceTypes en FinancialAccountBalancesConfig de "CurrentPostedBalance" a "Current PostedBalance" (con espacios).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Transferencia de fondos a cuenta propia - Objetivo de pago con tarjeta de crƩdito 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "TotalBalance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Credit Card"],
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
  }
}
            		 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "Balance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Credit Card"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
  }
}
            ReversiĆ³n de comisiĆ³n 
            { 
  "FinancialAccountTransactionsConfig":{ 
    "transactionType": ["Fee"] },
  "FinancialAccountConfig": { 
    "Status": ["Active", "Closed", "Delinquent", "On Hold"], 
    "Types": ["Savings", "Checking", "Credit Card", "Mortgage", "Automotive Loan", "Automotive Lease", "Loan", "Investment Account", "Home Equity Line of Credit"], 
    "Roles": ["Owner"], 
    "isHeldAway": ["false"] 
  } 
}
            		 
            { 
  "FinancialAccountTransactionsConfig": { 
    "transactionType": ["Fee"] }, 
  "FinancialAccountConfig": { 
    "Status": ["Open", "Closed", "On Hold", "Pending", "Charge-off", "Declined", "Lost", "Paid out", "Withdrawn", "Active", "Expired", "Cancelled"], 
    "Types": ["Auto Loan", "Bank Account", "Checking Account", "Credit Card", "General Account", "HELOC", "Insurance Policy", "Investment Account", "Loan Account", "Mortgage", "Savings Account", "Treasury Service"], 
    "Roles": ["Primary Owner", "Joint Owner"], 
    "isHeldAway": ["false"] 
  } 
}
            GestiĆ³n de conflictos de transacciones 
            { 
  "FinancialAccountTransactionsConfig": { 
  "transactionType": ["Credit Card", "Credit", "Debit"] },
  "FinancialAccountConfig": { "Status": ["Active", "Delinquent", "On Hold"], "Types": ["Savings", "Checking", "Credit Card"], 
    "Roles": ["Owner"], 
    "isHeldAway": ["false"] 
  } 
}
            		 
            { 
  "FinancialAccountTransactionsConfig": { "transactionType": ["Credit Card", "Credit", "Debit"] }, 
  "FinancialAccountConfig": { 
     "Status": ["Open", "Active", "On Hold"], 
     "Types": ["Savings Account", "Checking Account", "Credit Card"],
     "Roles": ["Primary Owner", "Joint Owner"], 
     "isHeldAway": ["false"] 
  } 
}
             
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