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            Salesforce ヘルプ全体を検索
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            銀行サービス支援トピックのサンプル JSON 設定

            詳細情報:

            1. Salesforce ヘルプ
            2. ドキュメント
            3. Financial Services Cloud システム管理者ガイド

            銀行サービス支援トピックのサンプル JSON 設定

            Topic_Config Integration Procedure のさまざまなエージェントトピックの事前作成済み JSON 設定を次に示します。特定のサービスプロセスエージェントトピックの JSON 設定は、Banking Service Customer Assistance と Banking Service Employee Assistance で同じです。

            必要なエディション

            使用可能なインターフェース: Lightning Experience
            使用可能なエディション: Professional Edition、Enterprise Edition、および Unlimited Edition
            トピック名 コア設定 パッケージ設定
            金融口座ステートメント 
            {
  "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
  }
}
            レポートのクレジットカードまたはデビットカード 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            金融口座取引 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
        },
"FinancialAccountTransactionsConfig": {
    "transactionType": []
  }
}

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
         },
  "FinancialAccountTransactionsConfig": {
    "transactionType": []
  }
}
            金融口座残高 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
     },
"FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}

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

    "isHeldAway": ["false"]
     },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}
            ローン支払明細書 
            {
  "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
  }
}
            小切手帳支払のキャンセル 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings",
      "Checkings"
    ]
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account"
      ]
  }
}
            小切手帳注文 
            {
  "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
  }
}
            出張通知 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            カード設定管理 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            住所の更新 
            {
  "FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountAddressConfig": {
    "Roles": [
      "Primary Owner",
      "Joint Owner"
    ],
    "IncludeAllAddress": true
  }
}
            カードロック管理 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            請求サイクル管理 
            {
  "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]
  }
}
            Funds Transfer to Own Account - Own Account Transfer Source (自分の口座への資金移動 - 自分の口座移行元) 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            Core Config の事前作成済み IP 設定は、外部の勘定系システムからリアルタイムの口座情報を取得します。代わりに Salesforce から口座情報を取得するには、FinancialAccountBalancesConfig の financialAccountBalanceTypes 値を「CurrentPostedBalance」から「Current PostedBalance」に変更します (スペースを含む)。

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Funds Transfer to Own Account - Own Account Transfer Target (自分の口座への資金移動 - 自分の口座移行目標) 
            {
  "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"]
  }
}
            Funds Transfer to Own Account - Loan Payment Source (自分の口座への資金移動 - ローン支払元) 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            Core Config の事前作成済み IP 設定は、外部の勘定系システムからリアルタイムの口座情報を取得します。代わりに Salesforce から口座情報を取得するには、FinancialAccountBalancesConfig の financialAccountBalanceTypes 値を「CurrentPostedBalance」から「Current PostedBalance」に変更します (スペースを含む)。

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Funds Transfer to Own Account - Loan Payment Target (自分の口座への資金移動 - ローン支払目標) 
            {
  "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"]
  }
}
            Funds Transfer to Own Account (自分の口座への資金移動) - クレジットカード支払元 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            Core Config の事前作成済み IP 設定は、外部の勘定系システムからリアルタイムの口座情報を取得します。代わりに Salesforce から口座情報を取得するには、FinancialAccountBalancesConfig の financialAccountBalanceTypes 値を「CurrentPostedBalance」から「Current PostedBalance」に変更します (スペースを含む)。

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Funds Transfer to Own Account (自分の口座への資金移動) - クレジットカード支払対象 
            {
  "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"]
  }
}
            手数料の取り消し 
            { 
  "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"] 
  } 
}
            取引の紛争管理 
            { 
  "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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