Valider dokumentchecklisteelement med AI-drevet dokumentvalidering
Brug AI-genererede indsigter til at gennemse uoverensstemmelser mellem et uploadet dokument og dine Salesforce-registreringer. Godkend eller afvis hurtigt filer under gennemgangsprocessen baseret på disse indsigter.
EditionsHeading
Tilgængelig i: Lightning Experience.
Tilgængelig i: Enterprise og Unlimited versioner, der har Agentforce Financial Services aktiveret.
Brugertilladelser påkrævet
Hvis du vil bruge AI-drevet dokumentvalidering til at validere et dokumentchecklisteelement:
Omfattende Financial Services Cloud ELLER FSC-salg ELLER FSC-service
OG
Element på dokumentkontrolliste
OG
Data Cloud-bruger
OG
Bruger af meddelelsesskabelon
Fra Appstarter skal du finde og vælge Dokumentchecklisteelementer og derefter åbne det dokumentchecklisteelement, der skal valideres.
Klik på Valider dokument.
Gennemse det generative AI-sammendrag, der fremhæver uoverensstemmelser og forklarer, hvorfor datapunkter ikke matcher dine Salesforce-registreringer.
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