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          Intelligent Document Reader for Financial Services Cloud

          Intelligent Document Reader for Financial Services Cloud

          Use optical character recognition to automatically extract data with Amazon Textract using your AWS account. Specify the document type that can be associated with the form, upload the form, and map the form’s fields to a Salesforce object’s fields. For example, you can specify that a customer’s asset amount in a bank statement must be stored in the Amount field of the account’s AssetsAndLiabilities record. The extracted information can be used to create or update record fields, or to verify data that's already in the org. For example, you can check a person’s birth date against the birth date in their scanned passport.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, and Unlimited Editions
          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 isn’t extracted.

          Watch this video to learn how to set up Intelligent Document Reader.

          To learn how to enable intelligent document reader, Create an external and named credential, Create aws account, and assign permission sets, see Intelligent Document Reader.

           
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