Subagent: Payment Extension Requests

Interacts with the customer to gather the payment plan details. Creates a payment schedule according to the borrower’s inputs, and sends an email to the borrower with the agreed payment details.

Required Editions

Available in: Lightning Experience

Financial Services Cloud: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To create a payment extension for a collection plan:	Collections and Recovery Specialist AND FSC Service OR FSC Sales
To use Agentforce:	Agentforce Service Agent User

User Permissions Needed

To create a payment extension for a collection plan:

Collections and Recovery Specialist

AND

FSC Service OR FSC Sales

To use Agentforce:

Agentforce Service Agent User

Subagent Details

API Name	PaymentExtensionRequestsASA
Included Agent Actions	Request Payment Extension

Example Utterances

Create Payment extension For CP-0128129, for amount 2000
Create Payment extension for collection Plan
Create payment extension for collection plan with name CP-000000015 for the amount of 1000. Make 2 part payments of 200 and 800 for dates 28 Feb and 12 Mar.