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            Advanced Document Validation

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            3. Financial Services Cloud Admin Guide

            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

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have Financial Services Cloud 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.

            Note
            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
              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.
             
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