Financial Services | Get Financial Accounts for Complaint

Retrieves financial accounts associated with the customer, filtered by the selected product type. Returns account details for the customer to select the account related to their complaint.

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.

User Permissions Needed

To use Financial Services Cloud:

Financial Services Cloud Extension

FSC Service

See Common User Access for Standard Agent Actions.

Action Details

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