Document AI Use Cases -> Document Approval
CloudFiles’ Document AI enables intelligent document approval by automating classification, validation, & checklist-based reviews. Whether you're onboarding a customer, processing a claim, or reviewing internal paperwork, CloudFiles performs level-1 checks — instantly!
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Key use-cases of Document Approval
Document Classification
Automatically detect and categorize incoming documents such as IDs, utility bills, pay stubs, or agreements — and route them to the right Salesforce record type or approval flow.
Checklist-Based Review
Verify if all required documents are present. Great for onboarding, claims processing, and applications where multiple file types are expected.
Form Completeness & Blur Checks
Detect missing or blank fields in digital or scanned forms. Flag incomplete pages or documents with poor image quality (e.g., blurry KYC uploads).
Signature Detection
Automatically confirm whether required pages are signed and by the right parties — ideal for contracts, POs, or disclosure forms.
Field Validation & Reconciliation
Validate extracted values (e.g., birthdate, SSN, account number) against Salesforce records or cross-check between documents.
Form Rating & Document Scoring
Score incoming forms based on custom logic or AI interpretation — helpful for medical assessments, loan application screening, or eligibility grading.
Auto Labeling & Routing
Apply smart tags and labels to documents based on content, context, or field values, and assign them to users or queues for final review.
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