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            Automate Validation with Flow Builder

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            3. Financial Services Cloud Admin Guide

            Automate Validation with Flow Builder

            Use an autolaunched flow to trigger the document extraction and comparison process when a user uploads a file. The flow sends the document to the AI engine, which evaluates the content against your validation definitions.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited editions that have Financial Services Cloud enabled.

            Set Up a Record-Triggered Flow

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Record-Triggered Flow, and then click Create.
            4. For Object, select Party Profile.
            5. Set Trigger the Flow When to A record is updated.
            6. Under Set Entry Conditions, set Condition Requirements to All Conditions Are Met (AND), and then add this condition:
              1. Field: Parent Record ID
              2. Operator: Equals
              3. Value: {!$Record.Id}
            7. Under Optimize Flow For, select Actions and Related Records.
            8. Add a Get Records element to the canvas.
            9. Set the Label to Get DCI, and for Object, select Document Checklist Item.
            10. Under Filter Document Checklist Item Records, add this condition:
              1. Field: Parent Record ID
              2. Operator: Equals
              3. Value: {!$Record.Id}
            11. Set How Many Records to Store to All records, and set How to Store Record Data to Automatically store all fields.
            12. Add a Loop element after the Get DCI element.
            13. Set Collection Variable to Document Checklist Items from Get DCI, and set Direction to First item to last item.
            14. On the For Each path inside the loop, add an Action element.
            15. Search for and select Request Document Extraction Validation.

              Set the Label to Document Extraction Validation Request Action 1.

            16. Under Set Input Values, set Document Checklist Item ID to Current Item from Loop (Loop 1) > Document Checklist Item ID, and set Processing Type to Document Extraction and Validation.
            17. Save and activate the flow.

            Trigger the Action from Stage Management

            1. In your application's Stage Management configuration, locate the stage transition where document validation should be initiated, such as a document review stage.
            2. Add an autolaunched flow to the stage transition.

              In the autolaunched flow, add an Action element, and select the Request Document Extraction Validation invocable action.

            3. Pass the document checklist item ID associated with the record to the action.

            After the flow runs, review the extraction and validation results in the Document Extraction Request related list on the document checklist item. Verify the Document Extraction Request Step records to check the status of each step involved in the document extraction request process.

             
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