Use generative AI to verify that user-submitted documents match your Salesforce records.
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 in Enterprise and Unlimited
Editions that have Financial Services Cloud enabled.
The AI-Powered Document Validation feature automates data extraction and verification from
user-submitted documents. It uses Document 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, see Document AI Features and for details on
infrastructure, see Salesforce Trust and Compliance
Documentation.
Setup and Configuration of AI-Powered Document Validation To automate the verification of user-submitted documents, you provision Data 360, enable the validation engine, and define the field-matching logic. This setup helps the system compare extracted file data against your Salesforce records with generative AI.
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