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            Service Process Document Types

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            3. Financial Services Cloud Admin Guide

            Service Process Document Types

            Understand the specific document types required for enabling file uploads in service processes. Know the exact label and name values necessary to configure these document types, making sure that intake forms can correctly accept user-submitted documents.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.

            Address Update

            Use these values to configure document types for the Address Update service process.

            Label Name
            Aadhaar Card

            Aadhaar_Card
            Driving License Driving_License
            Passport Passport

            Manage Credit Limit

            Use these values to configure document types for the Manage Credit Limit service process.

            Label Name
            Last 3 Months Pay Slips

            Last_3_Months_Pay_Slips
            Last 3 Months Bank Statements Last_3_Months_Bank_Statements
            Latest Tax Document Latest_Tax_Document

            Set Up Required Minimum Distribution

            Use these values to configure document types for the Set Up Required Minimum Distribution service process.

            Label Name
            Void Check Void_Check
            Deposit Slip Deposit_Slip
            Bank Statement Bank_Statement

            Update Profile

            Use these values to configure document types for the Update Profile service process.

            Label Name
            Driver's License Drivers_License
            Marriage Certificate Marriage_Certificate
            Social Security Card Social_Security_Card
            Passport Passport
            Government Issued ID Government_Issued_ID
             
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