Activar validación de documentos con tecnología de IA
Active el motor de IA generativa que compara datos de documentos extraídos con sus registros de Salesforce. Este paso requiere permisos específicos y una conexión con la IA generativa Einstein.
Ediciones necesarias
Disponible en: Lightning Experience.
Disponible en: Ediciones Enterprise y Unlimited que tienen Financial Services Cloud activada.
Permisos de usuario necesarios
Para activar la validación de documentos con tecnología de IA:
Financial Services Cloud Integral O Ventas de FSC O Servicio de FSC
Y
Complemento Einstein for Financial Service
Y
Elemento de lista de comprobación de documentos
Y
Arquitecto de Data Cloud
Y
Gestor de plantillas de solicitud
Desde Configuración, busque y seleccione Configuración avanzada de validación de documentos.
Active Validación de documentos con tecnología de IA.
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