---
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title: Resolve Banking Inquiries Faster with New Banking Service Employee Assistance Subagents
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_bsa_empl.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_bsa_empl.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7bf36c082ffe5fecbe205cdfd01cf35705030c1fb0c59ac9df4748cdc306ca1e
description: Boost productivity and eliminate multi-screen navigation for your service reps with the new subagents to Banking Service Employee Assistance. Service reps can handle a wider range of complex banking inquiries, such as payment deferrals, card activations, standing instructions, directly from Agentforce conversations.
products:
  - Cross Cloud
release: "262"
---
# Resolve Banking Inquiries Faster with New Banking Service Employee Assistance Subagents

Boost productivity and eliminate multi-screen navigation for your service reps with the new subagents to Banking Service Employee Assistance. Service reps can handle a wider range of complex banking inquiries, such as payment deferrals, card activations, standing instructions, directly from Agentforce conversations.

**Where:** This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Agentforce Financial Services (formerly Financial Services Cloud), Agentforce Employee Agent add-on, Universal Credit Metering, and Einstein for Financial Services Add-On are enabled. The Agentforce Employee agent uses Flex Credits under the Salesforce Foundations Entitlements model.

**Who:** To use the Banking Service Employee Assistance template and subagents, users need these permission sets and permission set licenses.

- Industry Service Excellence permission set
- Financial Services Cloud Extension, Financial Services Cloud Basic, Financial Services Cloud Service, or Financial Services Cloud Standard permission set license
- Omnistudio User permission set
- Business Rule Engine Runtime permission set
- Unified Catalog Admin
- Unified Catalog Agent

**Why:** Use the prebuilt subagents included in the Banking Service Employee Assistance template.

- Card Activation: Helps service reps raise a request to activate a customer's card and configure their domestic and international usage settings.
- Report and Replace a Card: Helps service reps raise a request to report a customer's credit or debit card as lost, stolen, destroyed, or ATM-captured, and order a replacement.
- Check Number Inquiry Request: Helps service reps inquire about the status and details of a customer's issued check.
- Standing Instruction Management: Helps service reps raise a request to add, modify, or cancel a standing instruction on a customer's financial account.
- Payment Deferral: Helps service reps raise a request to defer payments on a customer's loan (such as personal or home loans), check eligibility, and generate new payment terms.
- Payment Due Date Modification: Helps service reps raise a request to modify the recurring payment date for a customer's loan (such as personal or home loans), verify eligibility, and update the payment schedule.
- Card PIN Management: Helps service reps raise a request to securely reset customer card PINs. Guides the service reps through necessary security checks based on reason for the reset, such as reviewing transactions for security concerns, or configuring other card controls for new cards, before creating a case for the request.

**How:** To get started with Agentforce banking service for customers, complete the setup and configuration for Banking Service Employee Assistance subagents. Then, from Setup, turn on Einstein generative AI from the Einstein setup page and Agentforce. Next, to set up a Banking Service Employee Assistance agent, on the Agentforce Agents setup page, click **New Agent**. Then, select the **Banking Service Employee Assistance** template in the Legacy Agentforce Builder.

#### See Also

- [Banking Service Employee Assistance](https://help.salesforce.com/s/articleView?id=ind.fsc_agent_service_assistance.htm&language=en_US)