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            AI-Powered Document Validation

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            AI-Powered Document Validation

            Use generative AI to verify that user-submitted documents match your Salesforce records. Validate KYC documents against data in Salesforce records for Automotive loans and leases. This feature extracts data from uploaded files and highlights discrepancies to help you maintain data standards and speed up compliance workflows.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions

            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
            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
            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.

             
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