What It Does

Applicants think they have submitted everything. The admissions team still has to prove it. Clara speaks to both documents and Salesforce. Powered by Salesforce Agentforce, it reads each file, identifies what it is, checks key applicant details, keeps the requirement list current, and flags anything missing, unreadable, or mismatched with the reason attached. If Clara flags it, that’s when your team needs to open the file.

Capabilities

Knows What It Is Looking At

A passport, transcript, visa, and proof of residency should not all land in the same review queue. Clara identifies each uploaded file and maps it to the right configured document type.

Checks the Applicant Against the Document

A document can look valid and still belong to the wrong person. Clara compares details such as name and date of birth with the applicant record and surfaces anything that does not line up.

Keeps the Checklist Current

Applicants upload documents at different times, replace them, or remove them altogether. Clara keeps the verified and outstanding requirements updated as the application changes.

Moves Complete Applications Forward

Once the required document set is present and successfully verified, Clara updates the relevant eligibility and review status so the application can continue to the next stage.

Brings the Exceptions to People

Be it an unreadable scan, unsupported document or any conflicting details, Clara marks the application for review and explains why, so admissions teams know exactly where to look.

Leaves a Clear Review Trail

Every document decision stays attached to the application with its type, processing status, reason, timestamp, and document reference. If a file is removed, Clara updates the record accordingly.

Clara The Examiner - Document Verification Agent

Use Cases

International Student Admissions

Verify passports, visas, transcripts, residency records, and other required documents without admissions teams manually checking every file in every application.

Employee & Candidate Onboarding

Review identity documents, qualifications, right-to-work records, and other onboarding requirements before HR or recruitment teams move a candidate forward.

Financial & Insurance Applications

Check identity, residency, income, ownership, and supporting documents while flagging missing or mismatched information before applications reach manual review.

Government & Public Service Applications

Review submitted evidence against application requirements and surface incomplete, unreadable, or conflicting cases for caseworkers to investigate.

Make It Yours!

Your team has better things to do than open every file. Clara finds what actually needs attention.

Industries

Education

Education

Financial Services

Financial Services

Public Sector

Public Sector

Healthcare

Healthcare

Tech Stack

Agentforce

Service Cloud

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