Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Intelligent Form Reader for Financial Services Cloud

            You are here:

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

            Intelligent Form Reader for Financial Services Cloud

            Intelligent Form Reader provides optical character recognition to automatically extract data from financial documents. You specify the data’s source form, then map the fields in the form to the equivalent fields in Salesforce. Use the extracted information to create or update record fields or to verify existing data. For example, check a birthdate in Salesforce against the birthdate in a scanned passport.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            Note
            Note To use Intelligent Form Reader features with your AWS account, use Intelligent Document Reader. For more information, see Intelligent Document Reader.
            Note
            Note Amazon Textract Analyze ID is not compatible with Intelligent Form Reader and Intelligent Document Reader for Financial Services Cloud. If the setting is turned on, the data may not be extracted.

            To learn how to enable intelligent form reader and configure settings, Create an external and named credential, Create aws account, and assign permission sets, see Intelligent Form Reader.

             
            Loading
            Salesforce Help | Article