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            Enable Prerequisite Features for AI-Powered Document Validation

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            3. Financial Services Cloud Admin Guide

            Enable Prerequisite Features for AI-Powered Document Validation

            Before you configure AI-powered validation, ensure that the core Salesforce infrastructure is active. This includes Data 360, Advanced Document Validation, and Document Checklist Items.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited editions that have Financial Services Cloud enabled.
            1. Turn on Einstein to use generative AI features, and enable Prompt Builder to allow AI-powered document validation to automatically generate validation instructions.

              Grant users access to the Prompt Template User permission set. For better validation results, use advanced LLM models.

            2. Turn on Data 360 and provision Data Cloud to use Document AI, which extracts data from uploaded files.

              Document AI captures and prepares document information for validation against your Salesforce records to reduce manual data entry and improve processing speed.

            3. Turn on Know Your Customer to establish the identity verification framework required for document validation.

              With this feature, you can associate document checklist items to core records, such as a party profile or an applicant, and validate extracted document data against the person or entity with high accuracy.

            4. Assign the Document Checklist Permission Set and configure document checklist items to establish the framework required for automated verification.

              Grant users create and edit access to the Document Checklist Item Validated Target object. Create Document Category and Document Type and associate them with Document Checklist Item. Make sure that the Document Checklist Item parent object is Party Profile, Applicant, Application Form Product, or Application Form.

            5. Turn on Advanced Document Validation to validate uploaded documents against data in your Salesforce records.

              Advanced Document Validation improves efficiency by defining exactly which fields need to be verified.

             
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