Agentforce Financial Services Integrations API Release Notes
Learn about the most recent updates and changes to the Agentforce Financial Services Integration assets and APIs.
Issued Device Tracking API
A new Issued Device Tracking API is available to manage and monitor the lifecycle of customer-issued devices, such as debit and credit cards.
Retrieve tracking details for an issued device transaction
Make a GET request to the /IssuedDeviceTracking/{issuedDeviceTrackingId}/Retrieve endpoint.
Loan API
A new Loan API is available for loan-servicing processes, including account closure, payment deferral, and due-date changes.
Submit a request to close a loan account
Make a PUT request to the /api/Loan/{loanId}/Update endpoint.
Check whether a loan account is eligible for payment deferral
Make a POST request to the /api/Loan/{loanId}/PaymentDeferral/Eligibility endpoint.
Enroll an eligible loan account in payment deferral
Make a POST request to the /api/Loan/{loanId}/PaymentDeferral/Enrollment endpoint.
Check whether a loan account is eligible for a due-date change
Make a POST request to the /api/Loan/{loanId}/DueDateChange/Eligibility endpoint.
Confirm a due-date change for a loan account
Make a POST request to the /api/Loan/{loanId}/DueDateChange/Confirmation endpoint.
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