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            Exemple de configuration JSON pour les rubriques d'assistance du service bancaire

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            1. Aide de Salesforce
            2. Documents
            3. Financial Services Cloud Admin Guide

            Exemple de configuration JSON pour les rubriques d'assistance du service bancaire

            Voici les configurations JSON prédéfinies pour différents sous-agents dans Procédure d'intégration Topic_Config. Les configurations JSON pour des sous-agents de processus de service spécifiques sont identiques entre l'Assistance client du service bancaire et l'Assistance des employés du service bancaire.

            Éditions requises

            Disponible avec : Lightning Experience
            Disponible avec : Professional Edition, Enterprise Edition et Unlimited Edition
            Nom de la rubrique Configuration principale Configuration du package
            Relevé du compte financier 
            {
  "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
  }
}
            Signaler une carte de crédit ou de débit 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

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

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
         },
  "FinancialAccountTransactionsConfig": {
    "transactionType": []
  }
}
            Soldes des comptes financiers 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
     },
"FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}

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

    "isHeldAway": ["false"]
     },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}
            Relevé de remboursement de prêt 
            {
  "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
  }
}
            Annulation de paiement du chéquier 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings",
      "Checkings"
    ]
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account"
      ]
  }
}
            Commande de chéquier 
            {
  "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
  }
}
            Notification de voyage 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Gestion des paramètres de carte 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Mise à jour de l'adresse 
            {
  "FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountAddressConfig": {
    "Roles": [
      "Primary Owner",
      "Joint Owner"
    ],
    "IncludeAllAddress": true
  }
}
            Gestion du verrouillage des cartes 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Gestion du cycle de facturation 
            {
  "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]
  }
}
            Transfert de fonds à un compte propre - Source du transfert de compte propre 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            La configuration IP prédéfinie dans la configuration principale récupère les informations de compte en temps réel de votre système bancaire principal externe. Pour récupérer à la place les informations sur le compte dans Salesforce, modifiez la valeur financialAccountBalanceTypes dans FinancialAccountBalancesConfig de « CurrentPostedBalance » à « Current Posted Balance » (avec des espaces).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Transfert de fonds à un compte propre - Objectif de transfert pour compte propre 
            {
  "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"]
  }
}
            Transfert de fonds à un compte propre - Source de paiement du prêt 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            La configuration IP prédéfinie dans la configuration principale récupère les informations de compte en temps réel de votre système bancaire principal externe. Pour récupérer à la place les informations sur le compte dans Salesforce, modifiez la valeur financialAccountBalanceTypes dans FinancialAccountBalancesConfig de « CurrentPostedBalance » à « Current Posted Balance » (avec des espaces).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Transfert de fonds à un compte propre - Objectif de paiement du prêt 
            {
  "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"]
  }
}
            Transfert de fonds à un compte propre - Source de paiement par carte de crédit 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            La configuration IP prédéfinie dans la configuration principale récupère les informations de compte en temps réel de votre système bancaire principal externe. Pour récupérer à la place les informations sur le compte dans Salesforce, modifiez la valeur financialAccountBalanceTypes dans FinancialAccountBalancesConfig de « CurrentPostedBalance » à « Current Posted Balance » (avec des espaces).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Transfert de fonds à un compte propre - Cible de paiement par carte de crédit 
            {
  "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"]
  }
}
            Inversion des frais 
            { 
  "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"] 
  } 
}
            Gestion des litiges de transaction 
            { 
  "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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