---
schema_version: "1"
id: 91884ae64da073248f7d062a78cb0c07d544c8e75e35621db5476dbbf5a3451c
title: Advanced Document Validation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_advanced_document_validation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_advanced_document_validation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 742afdf7b901e8968ac6a9e576542eddf6e164a05bfcc043a096d56aa3576fab
description: 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.
products:
  - Financial Services
release: "264"
---
# Advanced Document Validation

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions that have <span>Agentforce Financial Services</span> enabled.</td></tr></tbody></table>

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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)

Note If Advanced Document Validation is turned off, the document validation component handles document validation in the document checklist item.

- **[Turn On Advanced Document Validation](https://help.salesforce.com/s/articleView?id=ind.fsc_document_validation_enable_advanced_document_validation.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.fsc_document_validation_create_document_validation_definition.htm&release=264.0.0&type=5)**  
    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.