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            Intelligent Document Automation for Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Intelligent Document Automation for Financial Services Cloud

            Simplify the document management process, reduce manual data entry, and get customer-submitted information such as W2 forms, tax returns, or other financial documents faster using the Intelligent Form Reader.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To use mortgage: Platform and Permset licenses
            To work with documents: Document Checklist

            When a user uploads a document, Financial Services Cloud creates a record for that document. And then it allows the user to extract data from the document using an optical character recognition (OCR) process that runs in the background. You can use action plan templates to automatically attach the scanned document to a document checklist item or trigger a flow.

            To make Intelligent Document Automation available to your users, identify the kinds of documents they’re working with and decide how to handle the data from those documents.

            How Document Management Works and Considerations

            • The document management process begins when a user uploads a PDF, JPG or PNG file to Financial Services Cloud.

            How Intelligent Form Reader Works and Considerations

            • You can map form fields to a target object’s record type fields from October 19, 2022. However, for Financial Services Cloud, we support only the "Default" record types to store the information extracted from each form.
            • Any old mappings created before October 19, 2022 are automatically set to "Default Record type".
            • Map Form fields to only one target object.
            • The extracted data is mapped to Salesforce objects as defined by the admin.
            • The OCR Document Scan Result object contains financial information, such as account details or employment history, extracted from documents used in the loan application. The ExtractedValues field in this object can be encrypted.
            • In PDF files, optical character recognition doesn’t extract data from Acrobat fillable fields. To extract this data, convert the PDF to a static or flat document by printing it as a new PDF.
            • Resend the document if the OCR extraction fails.

            To learn how intelligent documentation works, setup, document upload process, and how to use data from the uploaded document, see Intelligent Document Automation.

             
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