Service representatives can now create transactions directly in the dispute intake form for immediate dispute submission. This flexibility expands dispute coverage to transactions that aren't available for selection, such as those transactions not yet recorded in the core banking system.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Agentforce Financial Services, formerly Financial Services Cloud.
Who: To use this feature, users need the OmniStudio Admin, OmniStudio User, and Financial Services Cloud Extension or FSC Service permission sets.
How: In the dispute intake Omniscript, select a financial account and click Add Transaction. Enter the transaction details and click Add.