[[["易于理解","easyToUnderstand","thumb-up"],["解决了我的问题","solvedMyProblem","thumb-up"],["其他","otherUp","thumb-up"]],[["很难理解","hardToUnderstand","thumb-down"],["信息或示例代码不正确","incorrectInformationOrSampleCode","thumb-down"],["没有我需要的信息/示例","missingTheInformationSamplesINeed","thumb-down"],["翻译问题","translationIssue","thumb-down"],["其他","otherDown","thumb-down"]],["最后更新时间 (UTC)：2025-08-18。"],[[["\u003cp\u003eThis component retrieves a customer's account statement for a specified period after authenticating them and confirming their authentication level.\u003c/p\u003e\n"],["\u003cp\u003eThe system supports users with multiple accounts, confirming the specific account for which the statement is needed and uses the Date of Birth prebuilt component to identify the start and end date of the statement.\u003c/p\u003e\n"],["\u003cp\u003eThis prebuilt component uses webhooks to validate account information and get the transaction and send the statement.\u003c/p\u003e\n"],["\u003cp\u003eThe component does not encrypt data by default, however the user will have the option to encrypt the statement before it is sent, and it can send the statement via email, SMS, or WhatsApp.\u003c/p\u003e\n"],["\u003cp\u003eThe prebuilt component can be configured by input parameters such as the authentication level required, number of days in the statement, and whether card or account holders are allowed to authenticate, with default values provided.\u003c/p\u003e\n"]]],[],null,["# Account statement prebuilt component\n\nThe account statement\n[prebuilt component](/dialogflow/cx/docs/concept/prebuilt-component)\nchecks a customer's [authentication level](/dialogflow/cx/docs/concept/prebuilt-component/authentication#authentication-levels), then sends the account statement\nfor a specified period of time to an authenticated customer. If the\ncustomer has multiple accounts, the component confirms the specific account the\ncustomer would like to retrieve an account statement for. This component uses the\n[Authentication](/dialogflow/cx/docs/concept/prebuilt-component/authentication)\nprebuilt component to authenticate users and uses a customized version of\n[Date of birth collection](/dialogflow/cx/docs/concept/prebuilt-component/date-of-birth-collection)\nto collect start and end dates for the statement period.\n\nLimitations\n-----------\n\nIn addition to the\n[common prebuilt component limitations](/dialogflow/cx/docs/concept/prebuilt-component#limits),\nthis prebuilt component has the following limitations:\n\n- This component does not encrypt any data.\n\nSample dialogs\n--------------\n\nThe following sample dialogs demonstrate common scenarios handled by this\nprebuilt component. The sample dialogs demonstrate behavior when the component is\ncalled via telephony, which triggers the Default Welcome Intent and the first\nagent response at the start of the conversation.\n\n### Single account\n\nEnd-user has a single account. The agent collects the statement start and\nend dates, whether the user would like to encrypt the statement, and sends the\naccount statement to the user.\n\n### Multiple accounts\n\nEnd-user has multiple accounts; the agent confirms which account the user is\nrequesting an account statement for. The agent collects the statement start and\nend dates, whether the user would like to encrypt the statement, and sends the\naccount statement to the user.\n\nNaming conventions\n------------------\n\nThis prebuilt component uses the following naming conventions:\n\nInput parameters\n----------------\n\nInput parameters are parameters that are used to configure certain behaviors of\nthe component. The parameters will be used by one or more conditions within the\nflow to determine how the component should behave. Flow-scoped parameters must\nbe set on the start page of the component as described below. Session-scoped\nparameters may be set either by a calling flow, or on the start\npage of this component.\n\nThis prebuilt component accepts the following input parameters:\n\n#### To configure the input parameters for this component, expand for instructions.\n\n1. Open the [Dialogflow CX console](https://dialogflow.cloud.google.com/cx/projects).\n2. Choose your Google Cloud project.\n3. Select your agent.\n4. Select the **Build** tab.\n5. Click the imported component in the **Flows** section.\n6. Click the Start Page in the **Pages** section.\n7. Click the **true** Route in the Start Page.\n8. In the Route window, edit the **Parameter Presets** values as needed.\n9. Click **Save**.\n\nOutput parameters\n-----------------\n\nOutput parameters are session parameters that will remain active after exiting\nthe component. These parameters contain important information collected by the\ncomponent. This prebuilt component provides values for the following output\nparameters:\n\nBasic setup\n-----------\n\nTo set up this prebuilt component:\n\n1. [Import the prebuilt component](/dialogflow/cx/docs/concept/prebuilt-component#import).\n2. Configure the provided [flexible webhooks](/dialogflow/cx/docs/concept/webhook#flexible) with configuration describing your external services, see Webhook setup below.\n\nWebhook setup\n-------------\n\nIn order to use this component, you will need to configure the included\n[flexible webhooks](/dialogflow/cx/docs/concept/webhook#flexible) to retrieve\nneeded information from your external services.\n\n### Authentication\n\nIf you have not previously configured external services required for\nauthentication, you will need to configure them to enable authentication of\nusers for this component. See [Authentication webhook setup](/dialogflow/cx/docs/concept/prebuilt-component/authentication#webhook-setup)\nfor detailed instructions.\n\n### Validate account\n\nThe `prebuilt_components_account_services:validate_account` webhook is used\nby the component to verify that an account exists based on the user's\nregistered phone number and the last four digits of the account number provided.\nThe webhook also returns the account balance, if an account exists.\n\n#### API request parameters\n\nThe following parameters are provided by the component as inputs to the API request.\n\n#### API response parameters\n\nThe following parameters are pulled from the API response to be used by the component.\n\n#### To configure the Validate account webhook for this component, expand for instructions.\n\n1. Open the [Dialogflow CX console](https://dialogflow.cloud.google.com/cx/projects).\n2. Choose your Google Cloud project.\n3. Select your agent.\n4. Select the **Manage** tab.\n5. Click **Webhooks**.\n6. Select the prebuilt_components_account_services:validate_account webhook.\n7. Replace the URL in the Conversational Agents (Dialogflow CX) **Webhook URL** field with the endpoint for the service you want to integrate with. Select the proper **Method** in the dropdown.\n8. Review and update the **Request body** to form the proper request format for your webhook.\n9. Review and update the **Response configuration** to extract specific fields from your webhook's response. Do not modify the parameter names, as these are required by the component to access the returned field values.\n10. Review and update the **Authentication** settings as needed.\n11. Click **Save**.\n\n### Get transactions\n\nThe `prebuilt_components_account_statement:get_transactions` webhook is used\nby the component to retrieve the transactions for an account given the user's\nregistered phone number, the last four digits of the account number, and the\nstatement period.\n\n#### API request parameters\n\nThe following parameters are provided by the component as inputs to the API request.\n\n#### API response parameters\n\nThe following parameters are pulled from the API response to be used by the component.\n\n#### To configure the Get transactions webhook for this component, expand for instructions.\n\n1. Open the [Dialogflow CX console](https://dialogflow.cloud.google.com/cx/projects).\n2. Choose your Google Cloud project.\n3. Select your agent.\n4. Select the **Manage** tab.\n5. Click **Webhooks**.\n6. Select the prebuilt_components_account_statement:get_transactions webhook.\n7. Replace the URL in the Conversational Agents (Dialogflow CX) **Webhook URL** field with the endpoint for the service you want to integrate with. Select the proper **Method** in the dropdown.\n8. Review and update the **Request body** to form the proper request format for your webhook.\n9. Review and update the **Response configuration** to extract specific fields from your webhook's response. Do not modify the parameter names, as these are required by the component to access the returned field values.\n10. Review and update the **Authentication** settings as needed.\n11. Click **Save**.\n\n### Request statement\n\nThe `prebuilt_components_account_statement:request_statement` webhook is used\nby the component to send a statement for an account to a selected channel given\nthe user's registered phone number, the last four digits of the account number,\nand the statement period.\n\n#### API request parameters\n\nThe following parameters are provided by the component as inputs to the API request.\n\n#### To configure the Request statement webhook for this component, expand for instructions.\n\n1. Open the [Dialogflow CX console](https://dialogflow.cloud.google.com/cx/projects).\n2. Choose your Google Cloud project.\n3. Select your agent.\n4. Select the **Manage** tab.\n5. Click **Webhooks**.\n6. Select the prebuilt_components_account_statement:request_statement webhook.\n7. Replace the URL in the Conversational Agents (Dialogflow CX) **Webhook URL** field with the endpoint for the service you want to integrate with. Select the proper **Method** in the dropdown.\n8. Review and update the **Request body** to form the proper request format for your webhook.\n9. Review and update the **Response configuration** to extract specific fields from your webhook's response. Do not modify the parameter names, as these are required by the component to access the returned field values.\n10. Review and update the **Authentication** settings as needed.\n11. Click **Save**.\n\n### Complete\n\nYour agent and its webhooks should now be set up and ready to test."]]
