---
schema_version: "1"
id: 3b86877fafcb5902e6e68d3c1abd5e3e7fb6d3533c8cf713be00b07bc6136eca
title: "Subagent: Financial Account Statement"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_fin_acc_statement_user_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_fin_acc_statement_user_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1565b672af0ec27cd965c4171826971181b27f31d9722c7eb732e3665f8b3641
description: The Financial Account Statement subagent requests to order copies of customers' loan or lease account statements.
products:
  - Automotive
release: "264"
---
# Subagent: Financial Account Statement

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

## Subagent Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">AccountStatementRequest</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Included Agent Actions</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;language=en_US&amp;type=5" target="_blank">Query Records</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_topic_config.htm&amp;language=en_US&amp;type=5" target="_blank">Get Topic Config</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_fin_acc_for_account.htm&amp;language=en_US&amp;type=5" target="_blank">Get Financial Accounts for an Account</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_fin_acc_addresses.htm&amp;language=en_US&amp;type=5" target="_blank">Get Financial Account Addresses</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_req_stmt_copies.htm&amp;language=en_US&amp;type=5" target="_blank">Create Case for Request Statement
                  Copies</a></p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_rqst_statement_copies.htm&amp;type=5&amp;language=en_US" target="_blank">Request Statement Copies</a></td>

          </tr>
        </tbody>
      </table>

## 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.”