Utilizzare gli approfondimenti generati dall'intelligenza artificiale per esaminare le discrepanze tra un documento caricato e i record Salesforce. Approvare o rifiutare rapidamente i file durante il processo di revisione in base a questi approfondimenti.
| Disponibile nelle versioni: Lightning Experience. |
| Disponibile in: Enterprise Edition e Unlimited Edition con Financial Services Cloud abilitato. |
| Autorizzazioni utente necessarie | |
|---|---|
| Per utilizzare Convalida documento basata su AI per convalidare un elemento elenco di controllo documento: | Financial Services Cloud Comprehensive OPPURE FSC Sales OPPURE FSC Service E Voce elenco di controllo documento E Utente Data Cloud E Utente modello di prompt |
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