Document Validation
Standardize compliance reviews by comparing multi-level record hierarchies directly against uploaded files within Financial Services Cloud.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited editions that have Financial Services Cloud enabled. |
Compare Document Validation Component and Advanced Document Validation
Both Advanced Document Validation and Document Validation Component provide a side-by-side view to validate documents against record data, but differ in configuration flexibility and hierarchical depth.
Document Validation Component: A standard solution for validation against a fixed, direct object structure.
Advanced Document Validation: A configurable framework for complex, multi-level data structures that vary by document type.
| Feature | Document Validation Component | Advanced Document Validation |
|---|---|---|
| Record Depth | Limited to the current record and its immediate parent or direct children. | Supports multi-level hierarchies. For example, Party Profile > Party Profile Address > Party Profile Risk. |
| Field Filtering | Shows all fields included in the field set. | Shows only specific field groups mapped to a specific document category and type. |
| Relationship Mapping | Relies on standard lookup relationships only. | Uses a visual hierarchy definition to traverse complex, lookup relationships. |
| User Experience | Users see fields that aren't relevant to the specific document being validated. | Users see a curated list of fields tailored exactly to the document in front of them. |
| Admin Control | No control for the admin to curate the records for validation. | Ability to define different fields for validation given the context of the document checklist item for validation. |
Note If Advanced Document Validation is turned off, the document validation
component handles document validation in the document checklist item.
- Document Validation Component
Validate a document in a Document Checklist Item against data from the Salesforce records. You can validate against multiple object records at a time. - Advanced Document Validation
Standardize your compliance reviews by using Advanced Document Validation to compare multi-level record hierarchies against uploaded files. This configurable framework eliminates irrelevant data by showing only the specific field groups required for a particular document type to verify document information against Salesforce records. - AI-Powered Document Validation
Use generative AI to verify that user-submitted documents match your Salesforce records. This feature extracts data from uploaded files and highlights discrepancies to help you maintain data standards and speed up compliance workflows.
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