Financial Services | Create Case for Manage Standing Instructions

Creates a case to add, modify, or cancel standing instructions.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud
User Permissions Needed
To use Financial Services Cloud:

Financial Services Cloud Extension

OR

FSC Service

See Common User Access for Standard Agent Actions.

Action Details

API Name CreateCaseForManageStandingInstructions
Reference Action Type Integration Procedure
Reference Action ManageStandingInstructions_CreateCase
Does this action execute one or more prompt templates? No