Validate Documents in Document Checklist Items
Validate a document in a Document Checklist Item against data from the party profile and its child records. You can validate against multiple object records at a time.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled |
| User Permissions Needed | |
|---|---|
| To validate documents: | Financial Services Cloud Extension OR FSC Sales AND Document Checklist Item permission set |
Before you begin:
- Enable the Discovery Framework feature in Salesforce. See Enable Discovery Framework.
- Enable the Know Your Customer setting. See Enable Know Your Customer.
- Assign the Document Checklist permission set to give your users access to document checklist items. See Assign the Document Checklist Permission Set
- A user's profile must allow create and edit access to the Document Checklist Item Validated Target object.
- The Document Checklist Item's parent object should be either: Party Profile, Applicant, Application Form Product, or Application Form.
Use the Validate Document feature to streamline the end-to-end document approval lifecycle. For example, you can validate that the data in the documents that a respondent uploads after taking an assessment are consistent with the information in their party profile record and any other related records. After you validated the document, update the status of the document to either Approved or Rejected. You can also add validation comments.
- From the App Launcher, find and select Document Checklist Items.
- From the Document Checklist Items list view, click the Document Checklist Item record that was created for the document that the respondent uploaded when taking the assessment.
-
From the quick
actions
menu, click Validate Document.
You can see a preview of the document that was uploaded and you can select the object and object record that you want to validate the document information against.
Note You can't preview password-protected files. -
From the Object list, select an object.
You can select only the Party Profile object or any of its child objects.
- For the selected object, select an object record.
- Compare the information in the document to the information in the object record.
- To validate the document against multiple object and object records, compare the information in the document to the information in one object record, then select a different object and object record and compare the document to that record.
- Click Next.
- Review the summary of object records that were validated against the document in the Document Checklist Item.
- From the Status list, select the status that you want to assign to the document that you validated.
- Add any validation comments, if necessary.
- Save your changes.
After you’ve validated the document, you can view a list of the objects that were validated, the approval history, and more. To view, on the Document Checklist Item record page, click the Related tab. The Document Checklist Item Validated Targets and Approval History related lists show the details.
