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            Validate Document Checklist Item with AI-Powered Document Validation

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Validate Document Checklist Item with AI-Powered Document Validation

            Use AI-generated insights to review discrepancies between an uploaded document and your Salesforce records. Quickly approve or reject files during the review process based on these insights.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To use AI-Powered Document Validation to validate a document checklist item:

            Financial Services Cloud Comprehensive OR FSC Sales OR FSC Service

            AND

            Document Checklist Item

            AND

            Data Cloud User

            AND

            Prompt Template User
            1. From the App Launcher, find and select Document Checklist Items, and then open the document checklist item to validate.
            2. Click Validate Document.
            3. Review the generative AI summary, which highlights discrepancies and explains why data points don't match your Salesforce records.
             
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            Salesforce Help | Article