You can store details about documents used to identify a client.
Required Editions
Important This feature is available in Salesforce orgs that have installed the
Financial Services Cloud managed package. This is different from the standard Groups and Households
feature, which can be accessed without installing the managed package.
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
In the client’s profile, open the Related tab.
In the Identification Document section, click New.
If the client isn’t the correct one, remove the client, and select another client or create
one.
Enter the document details.
Save the information.
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