Features

This page describes what Document Insights can do, organized by capability. Each feature is written from a business perspective — what it does and why it matters. For provider-specific setup and technical depth, see the Admin Guide, and Developer Guide.

📄 Document Processing & Extraction

The core of the platform: reading documents and turning them into structured data.

• AI-powered OCR — extracts data using OCR engines and Google Gemini AI.

• Structured and unstructured documents — handles fixed-format forms as well as free-form documents.

• Template-free extraction — with Gemini, extract from almost any document using a simple prompt, with no predefined template required.

• Context-aware understanding — interprets semi-structured documents and even handwritten notes.

Supported document types include bank statements, credit card statements, identity documents (driver's license, passport, SSN card), income documents (W-2, SSA-1099, pay stubs), tax forms, custom business forms, contracts, invoices, and applications.

📊 Data Insights & Analytics

Once a document is read, the platform surfaces the metrics your teams act on.

• Financial metrics — revenue, cash flow, average balance, overdraft / NSF days.

• Transaction analysis — transaction-level parsing and categorization.

• Dashboard visualization — out-of-the-box Lightning Web Components present insights inside Salesforce.

What it means for you: the numbers a reviewer would otherwise calculate by hand are available instantly.

🛡️ Fraud & Risk Detection

Risk signals are flagged automatically before a decision is made.

• Pattern detection — based on document structure, metadata inconsistencies, and content mismatches.

• Tampering and authenticity checks — identifies altered or suspicious documents.

• Confidence and fraud scoring — every extraction carries a confidence score to guide review.

🔗 Field Mapping & Salesforce Sync

Extracted data lands on your existing Salesforce records, ready to use.

• Flexible mapping — template-driven and JSON-based field mapping.

• Standard and custom objects — data syncs natively to the objects you already use.

• Works with your processes — integrates with Salesforce Flows, Apex, and approval processes.

✅ Review & Validation Workflow

Low-confidence results are routed for human review instead of flowing through unchecked.

• Confidence matrix — extractions are scored so reviewers focus where it matters.

• Threshold-based review — set the score below which a document is held for review.

• Status-driven validation — track each document through its review states.

⚙️ Triggers & Automation

Processing can be initiated however your workflow needs.

• Trigger options — on-click, Salesforce Flows, scheduled runs, or REST API calls.

• Intake channels — documents arrive via the UI, API, email, SFTP, or eFax.

🔒 Security & Compliance

• Secure file handling with controlled access management.

• Compliance-focused processing that keeps an auditable trail of how data was captured.

🧩 Extensibility & Scalability

The platform adapts as your needs grow — usually through configuration rather than code.

• Plugin-based architecture — add document templates, OCR/AI providers, and dashboard widgets.

• Configurable rules — adjust field mapping, review workflows, and validation logic.

• Custom logic — extend behavior through Apex and Salesforce Flows when needed.

• Enterprise scale — processing scales to high document volumes.

🔌 Supported Integrations at a Glance

Document Insights works with leading OCR and AI providers:

For the full capability list and setup steps for each provider, see the Integrations guide.

👉 Related Pages

• User Guide — process your first document

• Admin Guide — configure your org

• API Guide — automate via the API