Subagent: Financial Account Statement

The Financial Account Statement subagent requests to order copies of customers' loan or lease account statements.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.

Subagent Details

API Name

AccountStatementRequest

Included Agent Actions

Query Records

Get Topic Config

Get Financial Accounts for an Account

Get Financial Account Addresses

Create Case for Request Statement Copies

Required Setup

Request Statement Copies

Examples of Utterances That Trigger This Subagent

"Can you show me my transaction history for the last three months?"
“Get me my loan account statement.”