AI Document Verification With Human-in-the-Loop Review
Check permits, certificates, medical forms, IDs and supporting documents automatically. Noca AI extracts the data, validates it against your records and sends only the edge cases to a reviewer.
Which Documents Can Noca Verify?
| Document type | What gets checked |
|---|---|
| Identity documents | Name, number, date of birth, expiry date |
| Permits and visas | Permit type, validity dates, holder name |
| Medical and clearance forms | Required fields, signatures, dates |
| Certificates and licenses | Issuer, holder, validity |
| Financial documents | Invoices, bank letters, tax forms |
| Uploads in general | File type and virus scan before processing |
Documents can arrive through Noca forms, email or Amazon S3, and results are written to Salesforce or any connected system.
What Noca Automates
in Document Verification
AI Extraction
Key fields are read from PDFs, scans and photos.
Validation Rules
Dates, names and numbers are checked against your records and policy.
Virus Scanning
Uploaded files are scanned before anyone opens them.
Status Updates
Verification results update the CRM record automatically.
Reminders
People with missing or expired documents get automatic reminders.
From Manual Checks to Exceptions Only
MASA built an AI verification app on Noca Apps that checks entry permits, medical forms and background clearance documents and routes only edge cases to manual review. Related: KYC automation, employee onboarding and Prompt to App.
More solutions: ERP and CRM Sync · KYC Automation · Customer Onboarding Automation · Contract Automation · Vendor Onboarding Automation · Quote-to-Cash Automation · Employee Onboarding Automation · Invoice Automation
How Document Verification
Works in Noca
One connected process, from the first input to the final record in your systems.
Documents in.
Files arrive through a form, email or a storage bucket and are scanned for viruses.
AI reads them.
Noca AI extracts the fields that matter for each document type.
Rules decide.
Values are compared with the CRM record and your rules.
People confirm edge cases.
Unclear or failed documents go to a review queue.
Records stay current.
Results and statuses are written back to your systems.
Customer Stories: AI Document Verification
MASA Verifies Participant Documents With an AI App
An AI document verification app checks entry permits, medical forms and background clearance documents, validates them against Salesforce and routes only edge cases to manual review.
Noca products: Noca Apps, AI Agent Builder, Approval Workflows
Connected systems: Amazon S3, Salesforce
Read the full MASA story →
Nayax Automates Merchant KYC With AI Document Extraction
An AI agent reads passports and ID cards stored in Amazon S3, extracts identity data and expiration dates, validates them and updates Salesforce records in real time, with zero human intervention.
Noca products: AI Agent Builder, Noca Flows, Integration Platform
Connected systems: Amazon S3, Salesforce
Read the full Nayax story →
Latet Moved Emergency Aid Forms to Noca
Forms scan uploaded documents for viruses, prevent duplicate Salesforce contacts, collect beneficiary e-signatures and route emergency relief requests to finance and ERP systems.
Noca products: Noca Forms, E-Signatures, Noca Flows
Connected systems: Salesforce
Read the full Latet story →
Verify Documents Automatically With Noca
Frequently Asked Questions
What is AI document verification?
AI document verification extracts data from documents such as IDs, permits and certificates, checks it against your records and rules, and flags only the documents that need a person to look at them.
Which documents can Noca verify?
Identity documents, permits, medical and clearance forms, certificates, licenses and financial documents, in PDF, scan or photo format.
How does human-in-the-loop review work?
Documents that fail a rule or have low-confidence fields go to a review app, where a person confirms or corrects them before the flow continues.
Can uploaded files be scanned for viruses?
Yes. Noca forms can scan uploaded documents for viruses before processing, as Latet does.
Does verification update Salesforce?
Yes. Verification results and extracted data are written to Salesforce or any connected system.
Can I build a verification app without code?
Yes. Describe the app in plain English and Noca builds it.