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            Automate Validation with Flow Builder

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            3. Financial Services Cloud Admin Guide

            Automate Validation with Flow Builder

            Use an autolaunched flow to trigger the document extraction and comparison process when a user uploads a file. The flow sends the document to the AI engine, which evaluates the content against your validation definitions.

            Required Editions

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

            Set Up a Record-Triggered Flow

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Record-Triggered Flow, and click Create.
            4. Configure the trigger.
              1. For object, select Document Checklist Item.
              2. Set the trigger to run when a record is created or updated.
              3. Define entry conditions as needed, such as when the Status field changes to a specific value or when a file is uploaded.
              4. Set the flow to run after the record is saved.
            5. Add an Action element to the canvas.
            6. Search for and select the Request Document Extraction Validation invocable action.
            7. For the Document Checklist Item ID parameter, select the record ID from the triggering record variable.
            8. Save and activate the flow.

            Trigger the Action from Stage Management

            1. In your application's Stage Management configuration, locate the stage transition where document validation should be initiated, such as a document review stage.
            2. Add an autolaunched flow to the stage transition.

              In the autolaunched flow, add an Action element, and select the Request Document Extraction Validation invocable action.

            3. Pass the document checklist item ID associated with the record to the action.
            4. Save and activate the flow.

            After the flow runs, review the extraction and validation results in the Document Extraction Request related list on the document checklist item. Verify the Document Extraction Request Step records to check the status of each step involved in the document extraction request process.

             
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