Opsætning og konfiguration af AI-drevet dokumentvalidering
Hvis du vil automatisere bekræftelsen af brugerindsendte dokumenter, klargør du Data 360, aktiverer valideringssystemet og definerer felttilpasningslogikken. Denne opsætning hjælper systemet med at sammenligne udtrukne fildata mod dine Salesforce-registreringer med genererende AI.
EditionsHeading
Tilgængelig i: Lightning Experience i Enterprise og Unlimited Edition, der har Financial Services Cloud aktiveret.
Aktiver forudsætningsfunktioner for AI-drevet dokumentvalidering Før du konfigurerer AI-drevet validering, skal du sørge for, at Salesforce-kerneinfrastrukturen er aktiv. Dette inkluderer Data 360, Avanceret dokumentvalidering og Dokumentchecklisteelementer.
Aktiver AI-drevet dokumentvalidering Aktiver det genererende AI-system, der sammenligner udtrukne dokumentdata med dine Salesforce-registreringer. Dette trin kræver specifikke tilladelser og en forbindelse til Einstein generative AI.
Automatiser validering med Flow Builder Brug et automatisk startet forløb til at udløse dokumentudtræknings- og sammenligningsprocessen, når en bruger uploader en fil. Forløbet sender dokumentet til AI-systemet, som evaluerer indholdet op mod dine valideringsdefinitioner.
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