Standardize your compliance reviews by using Advanced Document Validation to compare
multi-level record hierarchies against uploaded files. This configurable framework eliminates
irrelevant data by showing only the specific field groups required for a particular document
type to verify document information against Salesforce records.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited
Editions that have Agentforce Financial Services enabled. |
Advanced Document Validation provides a repeatable framework for verifying documents. A
document validation definition presents verifiers with a consistent set of fields for specific
document categories, eliminating guesswork and standardizing compliance for loan officers.
Provide a side-by-side view of documents and records. After comparing the data, update the
Status field on the document checklist item to create an audit trail of the validation
outcome.
Key Capabilities
Advanced Document Validation offers precision and efficiency through these
capabilities.
Targeted Field Groups: Curated field groups show the specific fields required for
validation instead of every field on a record. By showing only necessary details, such as
expiration dates and legal names, the validation process becomes more focused and
efficient.
Document Validation Definition: Define a multi-level hierarchy of records that is validated
for a document associated with a specific document category and document type
combination.
Contextual Validation: Set up specific lists of documents to validate in a single workflow
for loan officers. Map these lists to document types and categories to create document
checklist items to review.
- Turn On Advanced Document Validation
To improve the validation accuracy of document checklist items, use Advanced Document Validation to focus on required data points across related records.
- Create a Document Validation Definition for Document Checklist Item
Define a multi-level object hierarchy and specify fields for document validation based on document category and type. Configure related records to verify document checklist item data. Define which fields must be validated for a specific document checklist item.
