---
schema_version: "1"
id: 40777be326afbec695b8cd8bc2ee1acd6d10e3b103f0092340beed62b4f2b083
title: "Subagent: Transfer Funds to Own Account"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_fund_transfer_user_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_fund_transfer_user_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fbc5d7ed05931577f0d0f7cb94a20150c0079f739b3c3b26d57b83498b84d011
description: The Funds Transfer to Own Account subagent retrieves all financial accounts associated with the customer, checks for any account restraints, and prompts the user to select the transfer type. The subagent then gathers the required details and creates a case for funds transfer.
products:
  - Automotive
release: "264"
---
# Subagent: Transfer Funds to Own Account

The Funds Transfer to Own Account subagent retrieves all financial accounts associated with the customer, checks for any account restraints, and prompts the user to select the transfer type. The subagent then gathers the required details and creates a case for funds transfer.

### 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;">FundsTransferToOwnAccount</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;">
              <ul>
                <li><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></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&amp;language=en_US&amp;type=5" target="_blank">Identify Record by Name</a></li>

                <li><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></li>

                <li><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></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_get_fin_acc_balances.htm&amp;language=en_US&amp;type=5" target="_blank">Get Financial Account Balances</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_case_transfer_funds.htm&amp;language=en_US&amp;type=5" target="_blank">Create Case for Transfer Funds</a></li>

              </ul>
            </td>

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

            <td class="slds-cell-wrap" id="auto_genai_fund_transfer_user_topic__fsc_agent_ser_asst_topic_funds_transfer_own_ul_x4w_vsw_rfc" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_fund_transfer_modify_instructions_setup.htm&amp;release=264.0.0&amp;type=5" title="Make changes to the agent subagent components to finish setting up your agent for the Transfer Funds to Own Account service process.">Set Up
                Transfer Funds to Own Account</a></td>

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

## Examples of Utterances That Trigger This Subagent

- "Initiate a loan payment of $450 from Jame Doe’s account"
- "Initiate a loan payment from Savings account to Lease account"

- **[Set Up Transfer Funds to Own Account Subagent](https://help.salesforce.com/s/articleView?id=ind.auto_genai_fund_transfer_modify_instructions_setup.htm&release=264.0.0&type=5)**  
    Make changes to the agent subagent components to finish setting up your agent for the Transfer Funds to Own Account service process.