Financial Services | Create Case for Travel Notification

Creates a case to notify the bank about the upcoming trips. Helps customers avoid card-related issues during their trips.

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 CreateCaseForTravelNotification
Reference Action Type Integration Procedure
Reference Action NotifyTravelPlans_CreateCase
Does this action execute one or more prompt templates? No