[[["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 prebuilt component retrieves a customer's credit card statement for a specified period, after authenticating the cardholder and confirming the specific card if multiple exist.\u003c/p\u003e\n"],["\u003cp\u003eThe component utilizes customized versions of the Authentication and Date of birth collection prebuilt components to verify cardholders and gather statement start and end dates, respectively.\u003c/p\u003e\n"],["\u003cp\u003eIt supports scenarios where a customer has either a single credit card or multiple cards, collecting the necessary information to send the statement via email, SMS, or WhatsApp.\u003c/p\u003e\n"],["\u003cp\u003eThe component has a limitation in that it does not encrypt any data, and the statement can only be provided for the last 180 days.\u003c/p\u003e\n"],["\u003cp\u003eSeveral webhooks must be configured, including ones for fetching credit card details, validating cards, getting transactions, and requesting the statement.\u003c/p\u003e\n"]]],[],null,["# Credit card statement prebuilt component\n\nThe credit card 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),\nthen sends the credit card statement for a specified period of time to an\nauthenticated customer. If the customer has multiple credit cards, the component\nconfirms the specific card the customer would like to retrieve a credit card\nstatement for. This component uses a customized version of the\n[Authentication](/dialogflow/cx/docs/concept/prebuilt-component/authentication)\nprebuilt component to authenticate cardholders 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 credit card\n\nEnd-user has a single credit card. The agent collects the statement start and\nend dates, whether the user would like to encrypt the statement, and sends the\ncredit card statement to the user.\n\n### Multiple credit cards\n\nEnd-user has multiple credit cards; the agent confirms which card the user is\nrequesting a credit card statement for. The agent collects the statement start and\nend dates, whether the user would like to encrypt the statement, and sends the\ncredit card 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### Get credit card details\n\nThe `prebuilt_components_credit_card_statement:credit_card_details` webhook is used\nby the component to retrieve credit card details for a registered telephone\nnumber.\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 credit card details 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_credit_card_statement:credit_card_details 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### Validate card\n\nThe `prebuilt_components_credit_card_statement:validate_date` webhook is used\nby the component to validate whether a given credit card exists for a registered\ntelephone number.\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 card 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_credit_card_statement:validate_card 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_credit_card_statement:card_transaction_details` webhook is used\nby the component to retrieve the transactions for a card given the user's\nregistered phone number, the last four digits of the card 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_credit_card_statement:card_transaction_details 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_credit_card_statement:request_statement` webhook is used\nby the component to send a statement for a credit card to a selected channel given\nthe user's registered phone number, the last four digits of the credit card 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_credit_card_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."]]
