A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity...

Current Agentforce Financial Services identity-verification architecture relies on Flows or Screen Flows and OmniStudio to guide service representatives through caller verification and integrate with verification services.

Salesforce provides identity-verification flow templates for call-center scenarios. A Verify Customer Identity flow can be added to an Engagement Interaction Lightning record page so an agent can launch a structured verification process while handling the customer ' s interaction. Salesforce also supplies Flow Screen Components for customer search and identity verification, enabling administrators to build Screen Flows tailored to the organization ' s verification requirements.

OmniStudio provides the complementary guided experience and integration architecture used throughout Agentforce Financial Services. External identity-verification requests can be initiated from a Flow or from an Integration Procedure inside an OmniScript, enabling secure orchestration with third-party identity-verification and AML providers.

Process Builder is not the appropriate current architecture for new process automation; Salesforce ' s modern implementation model centers on Flow. Discovery Framework focuses on assessments, questionnaires, and onboarding data collection rather than being the principal call-center identity-verification user experience.

Accordingly, Screen Flows and OmniStudio provide the guided interaction and integration capabilities required to build a modern identity-verification process.