The appropriate object is Identity Document. Drivers ' licenses and passports are formal identity credentials and should be represented using a structured identity-document model rather than as generic checklist or received-document records.
Salesforce uses Identity Document terminology throughout its identity-document processing capabilities. Intelligent Document Reader and related onboarding capabilities can extract structured information from uploaded passports and driver ' s licenses by treating them as identity documents.
Modeling identity credentials explicitly allows an implementation to distinguish personally identifying documentation from ordinary supporting documents used in onboarding, underwriting, servicing, or compliance workflows. Identity-document information can then participate in identity verification, KYC, onboarding, and related Financial Services processes.
A Document Checklist Item serves a different purpose: it tracks whether a required document has been requested, received, reviewed, or otherwise processed as part of a checklist. It does not itself represent the customer ' s identity credential as the principal identity-data entity. Similarly, generic received or resolved document structures address document workflow rather than the semantic representation of the identity credential.
Therefore, when migrating customer information associated with passports and driver ' s licenses, Identity Document is the Financial Services object aligned to the identity-document use case.
