Configuring Financial Services Operations Document Processor

An admin can configure and manage the metadata of documents, such as categories, types, list definitions, and list item definitions. These configurations determine the documents required in Financial Services Operations applications workflows for document verification tasks.

주:

You can use UI Builder components for Document Processor to enhance the look and feel of document processing tasks in your workflow. See ../reference/components-installed-fso-document-processor.html#null__section_yj4_wgs_mhc for more information.

• Define a document category
  Define document categories to categorize the different document types that are used across Financial Services Operations applications. An example of a document category could be Proof of Identity.
• Associate document types to a document category
  Associate the relevant document types to a document category. For example, for the Proof of Identity document category, the types of documents could be Driver's License and Passport.
• Create a document list definition
  Create a document list definition to later associate document list items to. For example, create a Contact onboarding document list definition.
• Create document list item definitions for a document list definition
  Create document list item definitions for a document list definition. For example, for the Proof of Name Change document category, the document list item could be Name change of customer.