AI-Powered Document Validation

Automate data extraction and verification from user-submitted documents. UseDocument AI to Extract information and an LLM-based validation engine to compare it with existing Salesforce records. The tool extends Advanced Document Validation and highlights discrepancies between the document and Salesforce records, and offers an AI-generated explanation about the difference. Seamlessly audit and eliminate the need for manual, line-by-line reviews.

Note This feature uses Einstein Generative AI and is provided on a separate infrastructure with different security protections and physical hosting locations than those of the Services. Generative AI can produce inaccurate or harmful responses. Review the output for accuracy and safety. Use of Document AI impacts consumption of credits. For information on usage seeDocument AI Features and for details on infrastructure, see Salesforce Trust and Compliance Documentation.

Important The topics linked in this document show the details of the AI-Powered Document Validation feature for Agentforce Financial Services. But you can refer to the topics to follow the steps for using this feature for Automotive business operations, keeping in consideration the licenses and permission sets specific to Automotive.

Make sure to have these features enabled to use AI-Powered Document Validation.

• Automotive
• Automotive Generative AI
• Einstein
• Data 360
• Know Your Customer

Make sure to assign these permission sets to your users.

• Vehicle and Asset Lending
• Document Checklist Item
• Data Cloud Architect
• Prompt Template Manager

For detailed steps on setting up this feature, see Setup and Configuration of AI-Powered Document Validation.

For detailed steps on using this feature, see Validate Document Checklist Item with AI-Powered Document Validation.