Financial Services | Generate Resolution Note

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

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.

User Permissions Needed

To use Financial Services Cloud:

Financial Services Cloud Extension

FSC Service

Action Details

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