Do more with new and updated Agentforce Financial Services, formerly Financial Services Cloud, objects.
Transaction Dispute Management
- Capture the reason provided by the payment network for rejecting the arbitration case
- Use the RejectReason field on the DisputeItemArbitration object.
- Indicate if the arbitration case is an appeal of a previous arbitration decision (true) or not (false).
- Use the IsAppeal field on the DisputeItemArbitration object.
- Specify the party that was favored in the arbitration ruling.
- Use the FavoredParty field on the DisputeItemArbitration object.
- Capture the currency code of the amount that was specified at the arbitration stage of the dispute lifecycle
- Use the ArbitrationAmountCrcyCode field on the DisputeItemArbitration object.
- Specify the party that withdrew the arbitration case
- Use the WithdrawnBy field on the DisputeItemArbitration object.
- Represent a unique identifier assigned by the payment network to track a transaction during the dispute process
- Use the PaymentNtwkTrxnIdentifier field on the DisputeItem object.
- Represent the summary of transactions obtained from the payment network based on search criteria
- Use the TransactionSearchExtdResult field on the DisputeItem object.
- Represent the detailed information of a transaction obtained from the payment network.
- Use the TransactionDetails field on the DisputeItem object.
- Capture the merchant-related information of a transaction obtained from the payment network
- Use the MerchantDetails field on the DisputeItem object.
- Represent a unique identifier assigned to a report submitted to the payment network for a fraudulent transaction
- Use the PaymentNetworkFraudRptId field on the DisputeItem object.
- Specify the category of fraud that the fraudulent transaction belongs to.
- Use the PaymentNetworkFraudCategory field on the DisputeItem object.
- Specify the type of fraud that the fraudulent transaction belongs to
- Use the PaymentNetworkFraudType field on the DisputeItem object.
- Specify the type of case being handled for a transaction in the payment network
- Use the PaymentNetworkCaseType field on the DisputeItem object.
- Represent the unique identifier assigned to a group of related disputed transactions within a payment network system, such as Visa
- Use the TransactionGroupIdentifier field on the DisputeItem object.
- Specify the source through which the transaction data was received or captured
- Use the TransactionDataSource field on the DisputeItem object.
- Specify the response given by the payment network to a chargeback
- Use the ChargebackResponse field on the DisputeItemChgbk object.
- Specify the reason given by the payment network for the chargeback response
- Use the ChargebackResponseReason field on the DisputeItemChgbk object.
Referral Management for Financial Services
- Capture, route, and track client referrals across lines of business
- Use the Referral object.
Flexible Hierarchies
- Represent the structure and hierarchy of relationships among individuals or entities within an organization or between organizations
- Use the new Flexible Hierarchy object.
- Represent a unique entity within the hierarchy, such as a company, a subsidiary, a branch unit, or an individual person
- Use the new Flexible Hierarchy Node object.
- Represent the type of relationship between any two nodes in an hierarchy
- Use the new Flexible Hierarchy Node Relation object.
Advanced Document Validation
- Define configurations that group fields for specific business purposes
- Use the new Onboarding Data Object Group object.
- Track different versions of an onboarding data object group
- Use the new Onboarding Data Object Group Version object.
- Represent individual object within an onboarding data object group
- Use the new Onboarding Data Object object.
- Represent a field in an onboarding data object group
- Use the new Onboarding Data Object Field object.