Getting started with SMB lending

Streamlined SMB guide

This tutorial outlines how to upload, classify, capture, analyze, and check detect outcomes for a sample bank statement, as illustrated below. By the end of the tutorial, you will have detailed information and analysis about the documents within the Book in structured data formats. You may use your own documents but the example requests and responses refer to the bank statements below.

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Pre-requisite

This tutorial assumes a working knowledge of curl.

Setting up authentication

Before you use the Ocrolus API, you'll need to create a set of authentication credentials with the following steps:

  1. Log in to the Ocrolus Dashboard.
  2. Navigate to the API Credentials tab.
  3. Add a new pair of credentials using the Add OAuth 2.0 API Credentials button.
  4. Follow the instructions given in the window that pops up. To learn more about this process, see the Creating and managing credentials page.

Procedure

This section contains the end-to-end flow of the bank statement processing in the context of SMB lending.

Create Book

Before uploading documents with Ocrolus, you must create a Book. A Book stores multiple documents as a unit.

To create a Book, perform the following steps:

  1. Send a POST request using the Create a Book endpoint. Include your authentication header and the name of your Book in the request body. Further, check the value of the book_class parameter in the response code. The available options are INSTANT or COMPLETE. For more details about the book_class value, see Instant vs Complete.

    curl --location 'https://api.ocrolus.com/v1/book/add' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer {{token}}' \
    --data '{
       "name":"{{book name}}",
       "is_public": true
    }'
    
  2. Review the details of the response example provided below to verify that the Book name and book_class match your intended specifications.

    {
       "status": 200,
       "response": {
           "name": "{{book_name}}",
           "created": "2023-11-17T20:11:41Z",
           "created_ts": "2023-11-17T20:11:41Z",
           "pk": {{book_pk}},
           "owner_email": "[email protected]",
           "is_public": true,
           "uuid": "{{book_uuid}}",
           "book_type": "DEFAULT",
           "xid": null,
           "id": {{book_id}},
           "book_class": "INSTANT"
       },
       "message": "OK"
    }
    
  3. A successful response will include the Book's UUID (response.uuid). Make a note of Book's UUID value. It will be used in the subsequent steps while accessing the Book in the later API calls.

Upload documents to Book

Now that the Book has been created, the bank statements can be added to the Book for processing.

To upload a document to a Book, you can select either of the following options based on your use case:

If all the bank statements are consolidated into a single PDF, then choose this option and perform the following steps:

  1. Upload the bank statement using the PDF Mixed Documents endpoint.

    curl --location 'https://api.ocrolus.com/v1/book/upload/mixed' \
            --header 'Authorization: Bearer {{token}}' \
            --form 'upload=@"/Path/To/MixedDoc.pdf"' \
            --form 'book_uuid="{{book_uuid}}"'
    
    
  2. Ensure that the PDF has been uploaded successfully and be sure to note the uuid value as it will be used to retrieve the Classify and Capture data from the document later.

    {
        "status": 200,
        "response": {
            "mixed_uploaded_docs": [
                {
                    "pk": {{mixed_uploaded_doc_pk}},
                    "uuid": "{{mixed_uploaded_doc_uuid}}",
                    "name": "MixedDoc.pdf",
                    "page_count": 5,
                    "checksum": "23296283534fbcf4bdae4902d2453373",
                    "created_ts": "2023-11-21T21:48:12Z",
                    "id": {{mixed_uploaded_doc_id}}
                }
            ]
        },
        "message": "OK"
    }
    
  3. Each uploaded PDF is returned with a unique UUID.

If the bank statements are in individual PDFs, choose this option to upload each bank statement PDF individually.

  1. Upload the bank statement using the Upload PDF to Book endpoint.

    curl --location 'https://api.ocrolus.com/v1/book/upload' \
    --header 'Authorization: Bearer {{token}}' \
    --form 'upload=@"/Path/To/BankStatement.pdf"' \
    --form 'book_uuid="{{book_uuid}}"'
    
    
  2. Ensure that the PDF has been uploaded successfully and be sure to note the uuid as it will be used to retrieve the Classify and Capture data later. Each API call will provide a unique UUID for the uploaded PDF.

    {
        "status": 200,
        "response": {
            "uploaded_docs": [
                {
                    "pk": {{uploaded_doc_pk}},
                    "uuid": "{{uploaded_doc_uuid}}",
                    "name": "Dec.pdf",
                    "page_count": 4,
                    "checksum": "dcacaaa7070c490570584b77cf6bb081",
                    "created_ts": "2023-11-21T21:53:12Z",
                    "id": {{uploaded_doc_id}}
                }
            ]
        },
        "message": "OK"
    }
    
  3. For uploading other document formats, please follow the links below:

Retrieve Classify outcomes

If you've used Mixed document Upload, PDF Upload, or Image Group endpoint and Ocrolus has classified the forms within the provided document(s), you can retrieve the types of classifications Ocrolus assigned to the uploaded document. This helps you understand the types of forms provided and how they were processed. It's useful to validate if an applicant has submitted all required documentation or if you need to request additional or different documents. The endpoint can address specific queries using the Uniqueness Values (UVs) returned. For example, it can verify if the uploads include a bank statement from the last two months.

You can check the following Classify outcomes:

Book level Classify outcomes

If you want to get the classification outcome for all PDFs or Images that have been uploaded to the Book, use the Book classification summary endpoint. This endpoint will return the classification for directly uploaded PDFs or Images and Mixed Document Uploads. It also includes relevant UUIDs for forms, uploaded documents, and mixed documents.

To utilize this endpoint, you need to have the book_uuid of the Book for which you want classification information. The book_uuid is generated during the Book creation process. Alternatively, you can obtain the book_uuid by using the Get All Books endpoint.

The following are the request and response code examples. In this instance, the uploaded image group was Rejected by Instant, as indicated in the response code snippet below.

curl --location --request GET 'https://api.ocrolus.com/v2/book/{{book_uuid}}/classification-summary' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' 
{
    "status": 200,
    "response": {
        "book_uuid": "{{book_uuid}}",
        "forms": [
            {
                "form_uuid": "{{form_uuid}}",
                "upload_origin": "MIXED",
                "upload_details": {
                    "mixed_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
                    "mixed_doc_page_indexes": [
                        0,
                        1,
                        2,
                        3
                    ],
                    "confidence": "1"
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "BANK_ACCOUNT",
                    "account_type": "CHECKING",
                    "display_name": "BANK STATEMENT"
                },
                "is_original": true,
                "form_uuid_duplicate_of": null,
                "uniqueness_values": [
                    {
                        "display_name": "Account Holder",
                        "raw_field_key": "bank_account:accountHolder",
                        "value": "HARRY'S HOTDOG HOUSE",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Bank Name",
                        "raw_field_key": "bank_account:bankName",
                        "value": "CHASE",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Account Number",
                        "raw_field_key": "bank_account:accountNumber",
                        "value": "423569851129",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Account Type",
                        "raw_field_key": "bank_account:accountType",
                        "value": "CHECKING",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Period Start Date",
                        "raw_field_key": "bank_account:periodStartDate",
                        "value": "09/10/2020",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Period End Date",
                        "raw_field_key": "bank_account:periodEndDate",
                        "value": "10/09/2020",
                        "confidence": 0.0
                    }
                ]
            },
            {
                "form_uuid": "{{form_uuid}}",
                "upload_origin": "MIXED",
                "upload_details": {
                    "mixed_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
                    "mixed_doc_page_indexes": [
                        4,
                        5
                    ],
                    "confidence": "1"
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "PAYSTUB",
                    "account_type": "UNKNOWN",
                    "display_name": "Paystub"
                },
                "is_original": true,
                "form_uuid_duplicate_of": null,
                "uniqueness_values": [
                    {
                        "display_name": "Employee Name",
                        "raw_field_key": "paystub-Part2-EmployeeDetails:employeeName",
                        "value": "DAVID BECON",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Employer Name",
                        "raw_field_key": "paystub-Part1-EmployerDetails:nameOfEmployer/Company",
                        "value": "NY WORK CO",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Pay Date",
                        "raw_field_key": "paystub-Part4-PaystubDetails:payDate",
                        "value": "2022-11-15",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Pay Period Start Date",
                        "raw_field_key": "paystub-Part4-PaystubDetails:payPeriodStartDate",
                        "value": "2022-11-15",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Pay Period End Date",
                        "raw_field_key": "paystub-Part4-PaystubDetails:payPeriodEndDate",
                        "value": "2022-11-15",
                        "confidence": 1.0
                    }
                ]
            },
            {
                "form_uuid": "{{form_uuid}}",
                "upload_origin": "MIXED",
                "upload_details": {
                    "mixed_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
                    "mixed_doc_page_indexes": [
                        4
                    ],
                    "confidence": "1"
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "ISO_APP",
                    "account_type": null,
                    "display_name": "ISO Small Business Loan Application"
                },
                "is_original": true,
                "form_uuid_duplicate_of": null,
                "uniqueness_values": []
            },
            {
                "form_uuid": null,
                "upload_origin": "MIXED",
                "upload_details": {
                    "mixed_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
                    "mixed_doc_page_indexes": [
                        0,
                        1,
                        2,
                        3
                    ],
                    "confidence": "0.0"
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "UNKNOWN",
                    "account_type": "UNKNOWN",
                    "display_name": "UNKNOWN"
                },
                "is_original": true,
                "form_uuid_duplicate_of": null,
                "uniqueness_values": []
            },
            {
                "form_uuid": "{{form_uuid}}",
                "upload_origin": "PRE_IDENTIFIED",
                "upload_details": {
                    "doc_uuid": "{{uploaded_doc_uuid}}",
                    "doc_page_indexes": [
                        0
                    ],
                    "confidence": null
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "W2",
                    "account_type": null,
                    "display_name": "W2"
                },
                "is_original": false,
                "form_uuid_duplicate_of": "56b0596d-b30f-4b1a-b080-8bc9116934f2",
                "uniqueness_values": []
            },
            {
                "form_uuid": null,
                "upload_origin": "PRE_IDENTIFIED",
                "upload_details": {
                    "doc_uuid": "{{uploaded_doc_uuid}}",
                    "doc_page_indexes": [
                        0,
                        1,
                        2,
                        3
                    ],
                    "confidence": null
                },
                "status": "REJECTED",
                "form_type": {
                    "name": "UNKNOWN",
                    "account_type": "UNKNOWN",
                    "display_name": "UNKNOWN"
                },
                "is_original": true,
                "form_uuid_duplicate_of": null,
                "uniqueness_values": []
            },
            {
                "form_uuid": "{{form_uuid}}",
                "upload_origin": "PRE_IDENTIFIED",
                "upload_details": {
                    "doc_uuid": "{{uploaded_doc_uuid}}",
                    "doc_page_indexes": [
                        0
                    ],
                    "confidence": null
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "PAYSTUB",
                    "account_type": "UNKNOWN",
                    "display_name": "Paystub"
                },
                "is_original": true,
                "form_uuid_duplicate_of": null,
                "uniqueness_values": [
                    {
                        "display_name": "Employee Name",
                        "raw_field_key": "paystub-Part2-EmployeeDetails:employeeName",
                        "value": "TAMIKA S. NOTE",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Employer Name",
                        "raw_field_key": "paystub-Part1-EmployerDetails:nameOfEmployer/Company",
                        "value": "INSTANT CARD NATIONAL",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Pay Date",
                        "raw_field_key": "paystub-Part4-PaystubDetails:payDate",
                        "value": "2022-03-18",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Pay Period Start Date",
                        "raw_field_key": "paystub-Part4-PaystubDetails:payPeriodStartDate",
                        "value": "2022-03-04",
                        "confidence": 1.0
                    },
                    {
                        "display_name": "Pay Period End Date",
                        "raw_field_key": "paystub-Part4-PaystubDetails:payPeriodEndDate",
                        "value": "2022-03-17",
                        "confidence": 1.0
                    }
                ]
            },
            {
                "form_uuid": "{{form_uuid}}",
                "upload_origin": "PRE_IDENTIFIED",
                "upload_details": {
                    "doc_uuid": "{{uploaded_doc_uuid}}",
                    "doc_page_indexes": [
                        0,
                        1,
                        2,
                        3
                    ],
                    "confidence": null
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "BANK_ACCOUNT",
                    "account_type": "CHECKING",
                    "display_name": "BANK STATEMENT"
                },
                "is_original": true,
                "form_uuid_duplicate_of": null,
                "uniqueness_values": [
                    {
                        "display_name": "Account Holder",
                        "raw_field_key": "bank_account:accountHolder",
                        "value": "JILL S COFFEE",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Bank Name",
                        "raw_field_key": "bank_account:bankName",
                        "value": "CHASE",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Account Number",
                        "raw_field_key": "bank_account:accountNumber",
                        "value": "488083738759",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Account Type",
                        "raw_field_key": "bank_account:accountType",
                        "value": "CHECKING",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Period Start Date",
                        "raw_field_key": "bank_account:periodStartDate",
                        "value": "12/10/2020",
                        "confidence": 0.0
                    },
                    {
                        "display_name": "Period End Date",
                        "raw_field_key": "bank_account:periodEndDate",
                        "value": "01/09/2021",
                        "confidence": 0.0
                    }
                ]
            }
        ]
    },
    "message": "OK"
}

Mixed document level Classify outcomes

If you want to obtain the classification outcomes for forms within a mixed document, utilize the Mixed Doc classification summary endpoint. It will provide the form UUIDs for the mixed document and any forms within it. Subsequently, use these UUIDs to gather Capture data using the methods outlined below.

curl --location --request GET 'https://api.ocrolus.com/v2/mixed-document/{{mixed_doc_uuid}}/classification-summary' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' 

{
    "status": 200,
    "response": {
        "mixed_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
        "forms": [
            {
                "form_uuid": "{{form_uuid}}",
                "upload_origin": "MIXED",
                "upload_details": {
                    "mixed_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
                    "mixed_doc_page_indexes": [
                        4
                    ],
                    "confidence": "1"
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "ISO_APP",
                    "account_type": null,
                    "display_name": "ISO Small Business Loan Application"
                },
                "uniqueness_values": []
            },
            {
                "form_uuid": null,
                "upload_origin": "MIXED",
                "upload_details": {
                    "mixed_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
                    "mixed_doc_page_indexes": [
                        0,
                        1,
                        2,
                        3
                    ],
                    "confidence": "0.0"
                },
                "status": "COMPLETED",
                "form_type": {
                    "name": "UNKNOWN",
                    "account_type": "UNKNOWN",
                    "display_name": "UNKNOWN"
                },
                "uniqueness_values": []
            }
        ]
    },
    "message": "OK"
}

Retrieve Capture data

To obtain details from the bank statements, such as account number, account name, statement period, and all transactions, use the Transactions endpoint. This endpoint can be used at the Book level to retrieve information about all bank statements available in the Book or at the document level to gather details about a specific bank statement within the Book.

All Bank Statements in a Book

curl --location --request GET 'https://api.ocrolus.com/v1/transaction' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' \
--data '{
    "book_uuid":"{{book_uuid}}"
}'
{
    "status": 200,
    "response": {
        "txns": [
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "300.00",
                "bbox": [
                    146,
                    2804,
                    2208,
                    2854
                ],
                "txn_date": "12/11/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/11 # 000003710 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1074.69",
                "bbox": [
                    146,
                    2971,
                    2208,
                    3017
                ],
                "txn_date": "12/11/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1211 TUNA MED FOOD BROOKLYN NY [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-336.00",
                "bbox": [
                    146,
                    2892,
                    2208,
                    2929
                ],
                "txn_date": "12/11/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 18171908 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "500.00",
                "bbox": [
                    146,
                    3050,
                    2208,
                    3100
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/13 # 000003746 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1076.88",
                "bbox": [
                    146,
                    3225,
                    2208,
                    3267
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 13694786 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-674.00",
                "bbox": [
                    146,
                    3308,
                    2204,
                    3346
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1213 LIBERTY PAPER SUPPLIES # 633 COURT ST [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1725.16",
                "bbox": [
                    146,
                    3142,
                    2236,
                    3179
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "ACH WEB-SINGLE PAYMENT VENMO 5759396628",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-378.00",
                "bbox": [
                    146,
                    700,
                    2208,
                    742
                ],
                "txn_date": "12/14/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 21273616 INDN: JILL S COFFEE CO ",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-258.47",
                "bbox": [
                    146,
                    788,
                    2204,
                    829
                ],
                "txn_date": "12/14/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1214 LIBERTY PAPER SUPPLIES # 633 COURT ST [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "450.00",
                "bbox": [
                    146,
                    867,
                    2208,
                    917
                ],
                "txn_date": "12/15/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/15 # 000003759 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
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                },
                "account_type": "CHECKING",
                "account_holder": "HARRY'S HOTDOG HOUSE",
                "account_number": "{{account_number}}",
                "holder_zip": "12345",
                "holder_country": "US",
                "holder_state": "",
                "holder_city": "OMAHA, NB",
                "holder_address_1": "123 Meat Street",
                "holder_address_2": null,
                "account_category": "BUSINESS ACCOUNT",
                "id": {{bank_account_pk}},
                "book_uuid": "{{book_uuid}}",
                "periods": [
                    {
                        "pk": {{period_pk}},
                        "uuid": "{{period_uuid}}",
                        "bank_account_pk": {{bank_account_pk}},
                        "begin_date": "09/10/2020",
                        "end_date": "10/09/2020",
                        "begin_balance": "2935.81",
                        "end_balance": "13956.07",
                        "primary_recon_error_reason": null,
                        "secondary_recon_error_reason": null,
                        "uploaded_doc_pk": {{uploaded_doc_pk}}
                    }
                ],
                "account_holders": [
                    "HARRY'S HOTDOG HOUSE"
                ]
            },
            "{{bank_account_pk}}": {
                "pk": {{bank_account_pk}},
                "book_pk": {{book_pk}},
                "name": "987654321 CHASE CHECKING",
                "bank_name": "CHASE",
                "activity_info": {
                    "active": [
                        {
                            "start": {
                                "year": 2020,
                                "month": 12,
                                "day": 10
                            },
                            "end": {
                                "year": 2021,
                                "month": 1,
                                "day": 9
                            }
                        }
                    ],
                    "missing": []
                },
                "account_type": "CHECKING",
                "account_holder": "JILL S COFFEE",
                "account_number": "{{account_number}}",
                "holder_zip": "11215",
                "holder_country": "US",
                "holder_state": "NY",
                "holder_city": "New York",
                "holder_address_1": "74 Prospect Park West Park Slope",
                "holder_address_2": null,
                "account_category": "BUSINESS ACCOUNT",
                "id": {{bank_account_pk}},
                "book_uuid": "{{book_uuid}}",
                "periods": [
                    {
                        "pk": {{period_pk}},
                        "uuid": "{{period_uuid}}",
                        "bank_account_pk": {{bank_account_pk}},
                        "begin_date": "12/10/2020",
                        "end_date": "01/09/2021",
                        "begin_balance": "18884.57",
                        "end_balance": "6503.03",
                        "primary_recon_error_reason": null,
                        "secondary_recon_error_reason": null,
                        "uploaded_doc_pk": {{uploaded_doc_pk}}
                    }
                ],
                "account_holders": [
                    "JILL S COFFEE"
                ]
            }
        },
        "tags": {}
    },
    "message": "OK"
}

Specific Bank Statement in a Book

curl --location --request GET 'https://api.ocrolus.com/v1/transaction' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' \
--data '{
    "book_uuid":"{{book_uuid}}",
    "uploaded_doc_uuid" : "{{uploaded_doc_uuid}}"
}'
{
    "status": 200,
    "response": {
        "txns": [
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "300.00",
                "bbox": [
                    146,
                    2804,
                    2208,
                    2854
                ],
                "txn_date": "12/11/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/11 # 000003710 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1074.69",
                "bbox": [
                    146,
                    2971,
                    2208,
                    3017
                ],
                "txn_date": "12/11/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1211 TUNA MED FOOD BROOKLYN NY [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-336.00",
                "bbox": [
                    146,
                    2892,
                    2208,
                    2929
                ],
                "txn_date": "12/11/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 18171908 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-674.00",
                "bbox": [
                    146,
                    3308,
                    2204,
                    3346
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1213 LIBERTY PAPER SUPPLIES # 633 COURT ST [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1076.88",
                "bbox": [
                    146,
                    3225,
                    2208,
                    3267
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 13694786 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "500.00",
                "bbox": [
                    146,
                    3050,
                    2208,
                    3100
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/13 # 000003746 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 0,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1725.16",
                "bbox": [
                    146,
                    3142,
                    2236,
                    3179
                ],
                "txn_date": "12/13/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "ACH WEB-SINGLE PAYMENT VENMO 5759396628",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-258.47",
                "bbox": [
                    146,
                    788,
                    2204,
                    829
                ],
                "txn_date": "12/14/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1214 LIBERTY PAPER SUPPLIES # 633 COURT ST [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-378.00",
                "bbox": [
                    146,
                    700,
                    2208,
                    742
                ],
                "txn_date": "12/14/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 21273616 INDN: JILL S COFFEE CO ",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "450.00",
                "bbox": [
                    146,
                    867,
                    2208,
                    917
                ],
                "txn_date": "12/15/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/15 # 000003759 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1584.01",
                "bbox": [
                    146,
                    954,
                    2204,
                    992
                ],
                "txn_date": "12/15/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1215 NGUYEN COFFEE SUPPLY # 341 KNICKERBOCKER AVE [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-423.44",
                "bbox": [
                    146,
                    1033,
                    2204,
                    1088
                ],
                "txn_date": "12/15/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1215 NGUYEN COFFEE SUPPLY # 341 KNICKERBOCKER AVE [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "707.74",
                "bbox": [
                    146,
                    1121,
                    2208,
                    1158
                ],
                "txn_date": "12/16/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "SQUARE INC DES * CASH APP ID: T442158427929 INDN: JILL S COFFEE [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-865.66",
                "bbox": [
                    146,
                    1200,
                    2200,
                    1246
                ],
                "txn_date": "12/16/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1216 TUNA MED FOOD BROOKLYN NY [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-2366.14",
                "bbox": [
                    146,
                    1367,
                    2208,
                    1413
                ],
                "txn_date": "12/17/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1217 TUNA MED FOOD BROOKLYN NY [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "500.00",
                "bbox": [
                    146,
                    1288,
                    2204,
                    1333
                ],
                "txn_date": "12/17/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/17 # 000003777 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-2550.98",
                "bbox": [
                    151,
                    1531,
                    2209,
                    1581
                ],
                "txn_date": "12/18/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1202 S & W APPLIANCE BROOKLYN NY [ ... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-700.00",
                "bbox": [
                    146,
                    1621,
                    2208,
                    1658
                ],
                "txn_date": "12/18/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 18908649 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-100.00",
                "bbox": [
                    146,
                    1450,
                    2204,
                    1500
                ],
                "txn_date": "12/18/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/18 # 000043274 WITHDRWL 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "350.00",
                "bbox": [
                    146,
                    1704,
                    2200,
                    1742
                ],
                "txn_date": "12/19/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/19 # 000003799 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-210.00",
                "bbox": [
                    146,
                    2038,
                    2204,
                    2083
                ],
                "txn_date": "12/20/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1220 NGUYEN COFFEE SUPPLY # 341 KNICKERBOCKER AVE [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-224.57",
                "bbox": [
                    146,
                    1954,
                    2200,
                    1992
                ],
                "txn_date": "12/20/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1220 NGUYEN COFFEE SUPPLY # 341 KNICKERBOCKER AVE [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1076.88",
                "bbox": [
                    146,
                    1871,
                    2208,
                    1908
                ],
                "txn_date": "12/20/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 15299565 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1759.14",
                "bbox": [
                    120,
                    1792,
                    2257,
                    1830
                ],
                "txn_date": "12/20/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "ACH WEB - SINGLE PAYMENT VENMO 5931686337",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-2100.47",
                "bbox": [
                    146,
                    2117,
                    2208,
                    2163
                ],
                "txn_date": "12/20/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1220 TUNA MED FOOD BROOKLYN NY [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-450.00",
                "bbox": [
                    146,
                    2288,
                    2204,
                    2329
                ],
                "txn_date": "12/21/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 21740428 INDN: JILL S COFFEE CO [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "800.00",
                "bbox": [
                    146,
                    2204,
                    2204,
                    2242
                ],
                "txn_date": "12/21/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/21 # 000003804 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-724.36",
                "bbox": [
                    146,
                    2538,
                    2204,
                    2579
                ],
                "txn_date": "12/23/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1223 TUNA MED FOOD BROOKLYN NY [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "827.36",
                "bbox": [
                    146,
                    2454,
                    2204,
                    2496
                ],
                "txn_date": "12/23/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "SQUARE INC DES * CASH APP ID: T453388339980 INDN: JILL S COFFEE [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "200.00",
                "bbox": [
                    146,
                    2367,
                    2208,
                    2413
                ],
                "txn_date": "12/23/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/23 # 000003829 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1150.00",
                "bbox": [
                    146,
                    2617,
                    2204,
                    2663
                ],
                "txn_date": "12/25/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/25 # 000003831 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1000.00",
                "bbox": [
                    146,
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                    2204,
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                ],
                "txn_date": "12/27/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/27 # 000003844 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "2100.00",
                "bbox": [
                    146,
                    2788,
                    2208,
                    2829
                ],
                "txn_date": "12/27/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "ACH WEB - SINGLE PAYMENT VENMO 6129661183",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1500.00",
                "bbox": [
                    146,
                    2871,
                    2208,
                    2913
                ],
                "txn_date": "12/27/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 15718367 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-336.00",
                "bbox": [
                    146,
                    2954,
                    2204,
                    2992
                ],
                "txn_date": "12/28/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 20392787 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-378.00",
                "bbox": [
                    146,
                    3038,
                    2208,
                    3079
                ],
                "txn_date": "12/28/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 22420066 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 1,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-301.75",
                "bbox": [
                    146,
                    3117,
                    2196,
                    3163
                ],
                "txn_date": "12/28/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "AMERICAN EXPRES DES: PAYMENT ID: 38955987 INDN: CONSOLIDATED [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-554.14",
                "bbox": [
                    146,
                    700,
                    2208,
                    742
                ],
                "txn_date": "12/29/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1229 LIBERTY PAPER SUPPLIES # 633 COURT ST [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1200.00",
                "bbox": [
                    146,
                    788,
                    2204,
                    833
                ],
                "txn_date": "12/30/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 12/30 # 000003844 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1624.77",
                "bbox": [
                    146,
                    871,
                    2208,
                    913
                ],
                "txn_date": "12/30/2020",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "SQUARE INC DES * CASH APP ID: T461607507609 INDN: JILL S COFFEE [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-119.75",
                "bbox": [
                    142,
                    954,
                    2204,
                    996
                ],
                "txn_date": "01/01/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 1001 CHARTER COMMUNICATIONS BROOKLYN NY [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "400.00",
                "bbox": [
                    142,
                    1038,
                    2204,
                    1083
                ],
                "txn_date": "01/02/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 01/02 # 000003867 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "700.00",
                "bbox": [
                    142,
                    1117,
                    2208,
                    1167
                ],
                "txn_date": "01/03/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 01/03 # 000003921 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-36.00",
                "bbox": [
                    142,
                    1454,
                    2200,
                    1492
                ],
                "txn_date": "01/03/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 0103 AQUA SPIRIT # 475 BALTIC ST BROOKLYN NY [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-4124.25",
                "bbox": [
                    142,
                    1367,
                    2208,
                    1417
                ],
                "txn_date": "01/03/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 0103 FLAMINGO FURNITURE # 475 AVE BROOKLYN NY [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1076.88",
                "bbox": [
                    142,
                    1288,
                    2204,
                    1329
                ],
                "txn_date": "01/03/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES: PAYROLL ID: 15885412 INDN: JILL S COFFEE CO [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "2109.37",
                "bbox": [
                    142,
                    1204,
                    2200,
                    1242
                ],
                "txn_date": "01/03/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "ACH WEB - SINGLE PAYMENT VENMO 6370295961",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-378.00",
                "bbox": [
                    116,
                    1542,
                    2257,
                    1587
                ],
                "txn_date": "01/04/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "PAYROLL DES : PAYROLL ID : 22572360 INDN : JILL S COFFEE CO [ ... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-254.96",
                "bbox": [
                    142,
                    1621,
                    2208,
                    1667
                ],
                "txn_date": "01/04/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 0104 NGUYEN COFFEE SUPPLY # 341 KNICKERBOCKER AVE [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-3250.00",
                "bbox": [
                    138,
                    1871,
                    2208,
                    1917
                ],
                "txn_date": "01/05/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 0105 BROOKLYN HEIGHTS REAL ESTATE # 158 MONTAGUE [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-2733.48",
                "bbox": [
                    142,
                    1788,
                    2204,
                    1829
                ],
                "txn_date": "01/05/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "ON DECK CAPITAL 37233210 37876009 JILL S COFFEE 010521",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-80.00",
                "bbox": [
                    142,
                    1704,
                    2200,
                    1742
                ],
                "txn_date": "01/05/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "AMERICAN EXPRES DES: PAYMENT ID: V7685 INDN: VERIZON [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-1754.47",
                "bbox": [
                    150,
                    2200,
                    2279,
                    2254
                ],
                "txn_date": "01/06/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 01/06 TUNA MED FOOD BROOKLYN NY [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1895.14",
                "bbox": [
                    142,
                    2038,
                    2204,
                    2079
                ],
                "txn_date": "01/06/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "SQUARE INC DES * CASH APP ID: T464028968494 INDN: JILL S COFFEE [...",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "500.00",
                "bbox": [
                    142,
                    1946,
                    2204,
                    1992
                ],
                "txn_date": "01/06/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 01/06 # 000003952 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-150.00",
                "bbox": [
                    142,
                    2117,
                    2208,
                    2167
                ],
                "txn_date": "01/06/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 01/06 # 000045987 WITHDRWL 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "1150.00",
                "bbox": [
                    142,
                    2288,
                    2204,
                    2333
                ],
                "txn_date": "01/08/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "BKOFAMERICA ATM 01/08 # 000003974 DEPOSIT 1608 AVE M BROOKLYN NY",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            },
            {
                "page_idx": 2,
                "bank_account_pk": {{bank_account_pk}},
                "amount": "-127.99",
                "bbox": [
                    142,
                    2371,
                    2208,
                    2408
                ],
                "txn_date": "01/09/2021",
                "page_doc_pk": {{page_doc_pk}},
                "pk": {{transaction_pk}},
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "description": "CHECKCARD 0109 LIBERTY PAPER SUPPLIES # 633 COURT ST [... ]",
                "txn_pk_duplicate_of": null,
                "comment": "",
                "explanation": "",
                "has_probable_transfers": false,
                "tags": {},
                "period_pk": {{period_pk}}
            }
        ],
        "uploaded_docs": {
            "{{uploaded_doc_pk}}": {
                "name": "{{doc_name}}.pdf",
                "status": "VERIFICATION_COMPLETE",
                "pages": 4,
                "pk": {{uploaded_doc_pk}},
                "uuid": "{{uploaded_doc_uuid}}",
                "rejection_reason": null,
                "uploaded_doc_type": "BANK_STATEMENT",
                "sub_doc_type": null,
                "sub_doc_type_details": null
            }
        },
        "bank_accounts": {
            "{{bank_account_pk}}": {
                "pk": {{bank_account_pk}},
                "book_pk": {{book_pk}},
                "name": "123456789 CHASE CHECKING",
                "bank_name": "CHASE",
                "activity_info": {
                    "active": [
                        {
                            "start": {
                                "year": 2020,
                                "month": 12,
                                "day": 10
                            },
                            "end": {
                                "year": 2021,
                                "month": 1,
                                "day": 9
                            }
                        }
                    ],
                    "missing": []
                },
                "account_type": "CHECKING",
                "account_holder": "JILL S COFFEE",
                "account_number": "{{account_number}}",
                "holder_zip": "11215",
                "holder_country": "US",
                "holder_state": "NY",
                "holder_city": "New York",
                "holder_address_1": "74 Prospect Park West Park Slope",
                "holder_address_2": null,
                "account_category": "BUSINESS ACCOUNT",
                "id": {{bank_account_pk}},
                "book_uuid": "{{book_uuid}}",
                "periods": [
                    {
                        "pk": {{period_pk}},
                        "uuid": "{{period_uuid}}",
                        "bank_account_pk": {{bank_account_pk}},
                        "begin_date": "12/10/2020",
                        "end_date": "01/09/2021",
                        "begin_balance": "18884.57",
                        "end_balance": "6503.03",
                        "primary_recon_error_reason": null,
                        "secondary_recon_error_reason": null,
                        "uploaded_doc_pk": {{uploaded_doc_pk}}
                    }
                ],
                "account_holders": [
                    "JILL S COFFEE"
                ]
            }
        },
        "tags": {}
    },
    "message": "OK"
}

To retrieve Capture data on other forms and document formats, please follow the links below:

Retrieve Analyze data

Ocrolus calculates various analytics for bank statements, which are accessible through three different endpoints. The data from these endpoints can be utilized to make cash flow-based underwriting decisions.

Book summary

The Book Summary endpoint provides daily balances, bank account PII, and time series for all transaction categories at the Book and bank account level. It will also show you which bank statements were included in the calculations and which were excluded based on whether they were successfully processed or not.

curl --location ‘https://api.ocrolus.com/v2/book/{{book_uuid}}/summary' \
--header 'Authorization: Bearer {{token}}' 
{
    "book_pk": {{book_pk}},
    "book_name": "{{book_name}}",
    "txn_count": 105,
    "daily_balances": {
        "2020-07-10": 17340.41,
        "2020-07-11": 17340.41,
        "2020-07-12": 17340.41,
        "2020-07-13": 17340.41,
        "2020-07-14": 17340.41,
        "2020-07-15": 17340.41,
        "2020-07-16": 17340.41,
        "2020-07-17": 17340.41,
        "2020-07-18": 17340.41,
        "2020-07-19": 17340.41,
        "2020-07-20": 17340.41,
        "2020-07-21": 17340.41,
        "2020-07-22": 17340.41,
        "2020-07-23": 17340.41,
        "2020-07-24": 17340.41,
        "2020-07-25": 17340.41,
        "2020-07-26": 17340.41,
        "2020-07-27": 17340.41,
        "2020-07-28": 17340.41,
        "2020-07-29": 17340.41,
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                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "truck_stop_outflows_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "federal_tax_inflows_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "federal_tax_outflows_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "bank_branch_inflows_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "bank_branch_outflows_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "credit_builder_inflows_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "credit_builder_outflows_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "custom_tag_test_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "Deli_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "Deli and Groceries_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "large_deposits_by_month": {
                "2020-09": 0.0,
                "2020-10": 10300.0
            },
            "custom_tag_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "another_custom_tag_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "yet_another_custom_tag_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "groceries_by_month": {
                "2020-09": 0.0,
                "2020-10": 0.0
            },
            "nsf_fee_count_by_month": {
                "2020-09": 0,
                "2020-10": 0
            },
            "nsf_divisor": null,
            "nsf_raw_fee_count_by_month": {
                "2020-09": 0,
                "2020-10": 0
            },
            "overdraft_fee_count_by_month": {
                "2020-09": 0,
                "2020-10": 0
            },
            "overdraft_divisor": null,
            "overdraft_raw_fee_count_by_month": {
                "2020-09": 0,
                "2020-10": 0
            },
            "fintech_loan_sources": [],
            "fintech_mca_sources": [],
            "num_fintech_loan_sources": 0,
            "num_fintech_mca_sources": 0,
            "active_dates": [
                {
                    "start": "2020-09-10",
                    "end": "2020-10-09"
                }
            ],
            "missing_dates": [],
            "cash_flow_at_a_glance": {
                "total_revenue": 24455.74,
                "total_expense": 12137.15,
                "total_loan_proceeds": 0.0,
                "total_loan_payments": 0.0,
                "debt_coverage_ratio": null,
                "total_nsf_fee_count": 0
            },
            "periods": [
                {
                    "begin_date": "2020-09-10",
                    "end_date": "2020-10-09",
                    "begin_balance": 2935.81,
                    "end_balance": 13956.07,
                    "txn_count": 47,
                    "uploaded_doc_pk": {{uploaded_doc_pk}},
                    "average_amount": 778.57,
                    "average_daily_balance": 6050.32,
                    "average_daily_cash_flow": 410.62,
                    "average_deposit": 1063.29,
                    "deposit_sum": 24455.74,
                    "deposit_count": 23,
                    "withdrawal_sum": -12137.15,
                    "withdrawal_count": 22,
                    "revenue": 24455.74,
                    "negative_balances_weekday": [],
                    "nsf_fee_sum": 0.0,
                    "nsf_fee_count": 0,
                    "nsf_raw_fee_count": 0,
                    "overdraft_fee_sum": 0.0,
                    "overdraft_fee_count": 0,
                    "overdraft_raw_fee_count": 0,
                    "returned_item_deposit_count": 0,
                    "returned_item_withdrawal_count": 0,
                    "has_weekend_txn": true,
                    "nsf_divisor": null,
                    "overdraft_divisor": null
                }
            ]
        }
    ],
    "number_of_docs_in_book": 4,
    "number_of_docs_processed": 2,
    "uploaded_docs": [
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "VERIFICATION_COMPLETE",
            "pages": 4,
            "mixed_uploaded_doc_pk": null,
            "mixed_uploaded_doc_uuid": null,
            "rejection_reason": null
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "VERIFICATION_COMPLETE",
            "pages": 4,
            "mixed_uploaded_doc_pk": {{mixed_uploaded_doc_pk}},
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "rejection_reason": null
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "REJECTED",
            "pages": 4,
            "mixed_uploaded_doc_pk": {{mixed_uploaded_doc_pk}},
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "rejection_reason": "INSTANT NOT SUPPORTED"
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "REJECTED",
            "pages": 4,
            "mixed_uploaded_doc_pk": null,
            "mixed_uploaded_doc_uuid": null,
            "rejection_reason": "INSTANT NOT SUPPORTED"
        }
    ],
    "book_uuid": "{{book_uuid}}"
}

Cash Flow Features

The Cash Flow Features endpoint returns pre-engineered analytics on a series of bank statements within a Book with an object structure that’s suitable for modeling applications.

curl --location ‘https://api.ocrolus.com/v2/book/{{book_uuid}}/cash_flow_features' \
--header 'Authorization: Bearer {{token}}' 
{
    "book_uuid": "{{book_uuid}",
    "book_start_month": "2020-07-01",
    "book_end_month": "2021-01-01",
    "num_of_months": 6,
    "cash_flow_features": {
        "credit_avg_1m": 6754.51,
        "credit_avg_3m": 11907.61,
        "credit_min_3m": 6754.51,
        "credit_max_3m": 15194.17,
        "credit_std_3m": 3689.62,
        "credit_cv_3m": 0.31,
        "debit_avg_1m": 14085.78,
        "debit_avg_3m": 13354.18,
        "debit_min_3m": 5732.33,
        "debit_max_3m": 20244.44,
        "debit_std_3m": 5947.09,
        "debit_cv_3m": 0.45,
        "payroll_pmts_avg_1m": 1454.88,
        "payroll_pmts_avg_3m": 2921.17,
        "payroll_pmts_min_3m": 1076.88,
        "payroll_pmts_max_3m": 6231.76,
        "payroll_pmts_std_3m": 2346.02,
        "payroll_pmts_cv_3m": 0.8,
        "insurance_pmts_avg_1m": 0.0,
        "insurance_pmts_avg_3m": 0.0,
        "insurance_pmts_min_3m": 0.0,
        "insurance_pmts_max_3m": 0.0,
        "insurance_pmts_std_3m": 0.0,
        "insurance_pmts_cv_3m": 0.0,
        "insurance_deposits_avg_1m": 0.0,
        "insurance_deposits_avg_3m": 0.0,
        "insurance_deposits_min_3m": 0.0,
        "insurance_deposits_max_3m": 0.0,
        "insurance_deposits_std_3m": 0.0,
        "insurance_deposits_cv_3m": 0.0,
        "venmo_zelle_cashapp_pmts_avg_1m": 0.0,
        "venmo_zelle_cashapp_pmts_avg_3m": 0.0,
        "venmo_zelle_cashapp_pmts_min_3m": 0.0,
        "venmo_zelle_cashapp_pmts_max_3m": 0.0,
        "venmo_zelle_cashapp_pmts_std_3m": 0.0,
        "venmo_zelle_cashapp_pmts_cv_3m": 0.0,
        "venmo_zelle_cashapp_deposits_avg_1m": 4004.51,
        "venmo_zelle_cashapp_deposits_avg_3m": 4990.95,
        "venmo_zelle_cashapp_deposits_min_3m": 2224.16,
        "venmo_zelle_cashapp_deposits_max_3m": 8744.17,
        "venmo_zelle_cashapp_deposits_std_3m": 2751.66,
        "venmo_zelle_cashapp_deposits_cv_3m": 0.55,
        "atm_withdrawals_avg_1m": 150.0,
        "atm_withdrawals_avg_3m": 83.33,
        "atm_withdrawals_min_3m": 0.0,
        "atm_withdrawals_max_3m": 150.0,
        "atm_withdrawals_std_3m": 62.36,
        "atm_withdrawals_cv_3m": 0.75,
        "atm_deposits_avg_1m": 2750.0,
        "atm_deposits_avg_3m": 6916.67,
        "atm_deposits_min_3m": 2750.0,
        "atm_deposits_max_3m": 11550.0,
        "atm_deposits_std_3m": 3607.71,
        "atm_deposits_cv_3m": 0.52,
        "toll_pmts_avg_1m": 0.0,
        "toll_pmts_avg_3m": 0.0,
        "toll_pmts_min_3m": 0.0,
        "toll_pmts_max_3m": 0.0,
        "toll_pmts_std_3m": 0.0,
        "toll_pmts_cv_3m": 0.0,
        "paypal_pmts_avg_1m": 0.0,
        "paypal_pmts_avg_3m": 0.0,
        "paypal_pmts_min_3m": 0.0,
        "paypal_pmts_max_3m": 0.0,
        "paypal_pmts_std_3m": 0.0,
        "paypal_pmts_cv_3m": 0.0,
        "paypal_deposits_avg_1m": 0.0,
        "paypal_deposits_avg_3m": 0.0,
        "paypal_deposits_min_3m": 0.0,
        "paypal_deposits_max_3m": 0.0,
        "paypal_deposits_std_3m": 0.0,
        "paypal_deposits_cv_3m": 0.0,
        "checks_pmts_avg_1m": 0.0,
        "checks_pmts_avg_3m": 0.0,
        "checks_pmts_min_3m": 0.0,
        "checks_pmts_max_3m": 0.0,
        "checks_pmts_std_3m": 0.0,
        "checks_pmts_cv_3m": 0.0,
        "checks_deposits_avg_1m": 0.0,
        "checks_deposits_avg_3m": 0.0,
        "checks_deposits_min_3m": 0.0,
        "checks_deposits_max_3m": 0.0,
        "checks_deposits_std_3m": 0.0,
        "checks_deposits_cv_3m": 0.0,
        "outside_source_deposits_avg_1m": 6754.51,
        "outside_source_deposits_avg_3m": 11907.61,
        "outside_source_deposits_min_3m": 6754.51,
        "outside_source_deposits_max_3m": 15194.17,
        "outside_source_deposits_std_3m": 3689.62,
        "outside_source_deposits_cv_3m": 0.31,
        "truck_stop_pmts_avg_1m": 0.0,
        "truck_stop_pmts_avg_3m": 0.0,
        "truck_stop_pmts_min_3m": 0.0,
        "truck_stop_pmts_max_3m": 0.0,
        "truck_stop_pmts_std_3m": 0.0,
        "truck_stop_pmts_cv_3m": 0.0,
        "fintech_loan_pmts_avg_1m": 2733.48,
        "fintech_loan_pmts_avg_3m": 911.16,
        "fintech_loan_pmts_min_3m": 0.0,
        "fintech_loan_pmts_max_3m": 2733.48,
        "fintech_loan_pmts_std_3m": 1288.57,
        "fintech_loan_pmts_cv_3m": 1.41,
        "fintech_loan_deposits_avg_1m": 0.0,
        "fintech_loan_deposits_avg_3m": 0.0,
        "fintech_loan_deposits_min_3m": 0.0,
        "fintech_loan_deposits_max_3m": 0.0,
        "fintech_loan_deposits_std_3m": 0.0,
        "fintech_loan_deposits_cv_3m": 0.0,
        "bank_loan_pmts_avg_1m": 0.0,
        "bank_loan_pmts_avg_3m": 0.0,
        "bank_loan_pmts_min_3m": 0.0,
        "bank_loan_pmts_max_3m": 0.0,
        "bank_loan_pmts_std_3m": 0.0,
        "bank_loan_pmts_cv_3m": 0.0,
        "bank_loan_deposits_avg_1m": 0.0,
        "bank_loan_deposits_avg_3m": 0.0,
        "bank_loan_deposits_min_3m": 0.0,
        "bank_loan_deposits_max_3m": 0.0,
        "bank_loan_deposits_std_3m": 0.0,
        "bank_loan_deposits_cv_3m": 0.0,
        "other_loan_pmts_avg_1m": 0.0,
        "other_loan_pmts_avg_3m": 0.0,
        "other_loan_pmts_min_3m": 0.0,
        "other_loan_pmts_max_3m": 0.0,
        "other_loan_pmts_std_3m": 0.0,
        "other_loan_pmts_cv_3m": 0.0,
        "other_loan_deposits_avg_1m": 0.0,
        "other_loan_deposits_avg_3m": 0.0,
        "other_loan_deposits_min_3m": 0.0,
        "other_loan_deposits_max_3m": 0.0,
        "other_loan_deposits_std_3m": 0.0,
        "other_loan_deposits_cv_3m": 0.0,
        "fintech_mca_pmts_avg_1m": 0.0,
        "fintech_mca_pmts_avg_3m": 0.0,
        "fintech_mca_pmts_min_3m": 0.0,
        "fintech_mca_pmts_max_3m": 0.0,
        "fintech_mca_pmts_std_3m": 0.0,
        "fintech_mca_pmts_cv_3m": 0.0,
        "fintech_mca_deposits_avg_1m": 0.0,
        "fintech_mca_deposits_avg_3m": 0.0,
        "fintech_mca_deposits_min_3m": 0.0,
        "fintech_mca_deposits_max_3m": 0.0,
        "fintech_mca_deposits_std_3m": 0.0,
        "fintech_mca_deposits_cv_3m": 0.0,
        "bank_cash_advance_pmts_avg_1m": 0.0,
        "bank_cash_advance_pmts_avg_3m": 0.0,
        "bank_cash_advance_pmts_min_3m": 0.0,
        "bank_cash_advance_pmts_max_3m": 0.0,
        "bank_cash_advance_pmts_std_3m": 0.0,
        "bank_cash_advance_pmts_cv_3m": 0.0,
        "bank_cash_advance_deposits_avg_1m": 0.0,
        "bank_cash_advance_deposits_avg_3m": 0.0,
        "bank_cash_advance_deposits_min_3m": 0.0,
        "bank_cash_advance_deposits_max_3m": 0.0,
        "bank_cash_advance_deposits_std_3m": 0.0,
        "bank_cash_advance_deposits_cv_3m": 0.0,
        "debit_card_pmts_avg_1m": 9667.42,
        "debit_card_pmts_avg_3m": 9284.6,
        "debit_card_pmts_min_3m": 4575.45,
        "debit_card_pmts_max_3m": 13610.93,
        "debit_card_pmts_std_3m": 3698.64,
        "debit_card_pmts_cv_3m": 0.4,
        "credit_card_pmts_avg_1m": 0.0,
        "credit_card_pmts_avg_3m": 0.0,
        "credit_card_pmts_min_3m": 0.0,
        "credit_card_pmts_max_3m": 0.0,
        "credit_card_pmts_std_3m": 0.0,
        "credit_card_pmts_cv_3m": 0.0,
        "expense_avg_1m": 14085.78,
        "expense_avg_3m": 13354.18,
        "expense_min_3m": 5732.33,
        "expense_max_3m": 20244.44,
        "expense_std_3m": 5947.09,
        "expense_cv_3m": 0.45,
        "revenue_avg_1m": 6754.51,
        "revenue_avg_3m": 11907.61,
        "revenue_min_3m": 6754.51,
        "revenue_max_3m": 15194.17,
        "revenue_std_3m": 3689.62,
        "revenue_cv_3m": 0.31,
        "sba_pmts_avg_1m": 0.0,
        "sba_pmts_avg_3m": 0.0,
        "sba_pmts_min_3m": 0.0,
        "sba_pmts_max_3m": 0.0,
        "sba_pmts_std_3m": 0.0,
        "sba_pmts_cv_3m": 0.0,
        "sba_deposits_avg_1m": 0.0,
        "sba_deposits_avg_3m": 0.0,
        "sba_deposits_min_3m": 0.0,
        "sba_deposits_max_3m": 0.0,
        "sba_deposits_std_3m": 0.0,
        "sba_deposits_cv_3m": 0.0,
        "remote_pmts_avg_1m": 0.0,
        "remote_pmts_avg_3m": 0.0,
        "remote_pmts_min_3m": 0.0,
        "remote_pmts_max_3m": 0.0,
        "remote_pmts_std_3m": 0.0,
        "remote_pmts_cv_3m": 0.0,
        "remote_deposits_avg_1m": 0.0,
        "remote_deposits_avg_3m": 0.0,
        "remote_deposits_min_3m": 0.0,
        "remote_deposits_max_3m": 0.0,
        "remote_deposits_std_3m": 0.0,
        "remote_deposits_cv_3m": 0.0,
        "benefits_pmts_avg_1m": 0.0,
        "benefits_pmts_avg_3m": 0.0,
        "benefits_pmts_min_3m": 0.0,
        "benefits_pmts_max_3m": 0.0,
        "benefits_pmts_std_3m": 0.0,
        "benefits_pmts_cv_3m": 0.0,
        "benefits_deposits_avg_1m": 0.0,
        "benefits_deposits_avg_3m": 0.0,
        "benefits_deposits_min_3m": 0.0,
        "benefits_deposits_max_3m": 0.0,
        "benefits_deposits_std_3m": 0.0,
        "benefits_deposits_cv_3m": 0.0,
        "card_reward_deposits_avg_1m": 0.0,
        "card_reward_deposits_avg_3m": 0.0,
        "card_reward_deposits_min_3m": 0.0,
        "card_reward_deposits_max_3m": 0.0,
        "card_reward_deposits_std_3m": 0.0,
        "card_reward_deposits_cv_3m": 0.0,
        "crypto_pmts_avg_1m": 0.0,
        "crypto_pmts_avg_3m": 0.0,
        "crypto_pmts_min_3m": 0.0,
        "crypto_pmts_max_3m": 0.0,
        "crypto_pmts_std_3m": 0.0,
        "crypto_pmts_cv_3m": 0.0,
        "crypto_deposits_avg_1m": 0.0,
        "crypto_deposits_avg_3m": 0.0,
        "crypto_deposits_min_3m": 0.0,
        "crypto_deposits_max_3m": 0.0,
        "crypto_deposits_std_3m": 0.0,
        "crypto_deposits_cv_3m": 0.0,
        "investment_withdrawals_avg_1m": 0.0,
        "investment_withdrawals_avg_3m": 0.0,
        "investment_withdrawals_min_3m": 0.0,
        "investment_withdrawals_max_3m": 0.0,
        "investment_withdrawals_std_3m": 0.0,
        "investment_withdrawals_cv_3m": 0.0,
        "investment_deposits_avg_1m": 0.0,
        "investment_deposits_avg_3m": 0.0,
        "investment_deposits_min_3m": 0.0,
        "investment_deposits_max_3m": 0.0,
        "investment_deposits_std_3m": 0.0,
        "investment_deposits_cv_3m": 0.0,
        "state_tax_pmts_avg_1m": 0.0,
        "state_tax_pmts_avg_3m": 0.0,
        "state_tax_pmts_min_3m": 0.0,
        "state_tax_pmts_max_3m": 0.0,
        "state_tax_pmts_std_3m": 0.0,
        "state_tax_pmts_cv_3m": 0.0,
        "state_tax_deposits_avg_1m": 0.0,
        "state_tax_deposits_avg_3m": 0.0,
        "state_tax_deposits_min_3m": 0.0,
        "state_tax_deposits_max_3m": 0.0,
        "state_tax_deposits_std_3m": 0.0,
        "state_tax_deposits_cv_3m": 0.0,
        "federal_tax_pmts_avg_1m": 0.0,
        "federal_tax_pmts_avg_3m": 0.0,
        "federal_tax_pmts_min_3m": 0.0,
        "federal_tax_pmts_max_3m": 0.0,
        "federal_tax_pmts_std_3m": 0.0,
        "federal_tax_pmts_cv_3m": 0.0,
        "federal_tax_deposits_avg_1m": 0.0,
        "federal_tax_deposits_avg_3m": 0.0,
        "federal_tax_deposits_min_3m": 0.0,
        "federal_tax_deposits_max_3m": 0.0,
        "federal_tax_deposits_std_3m": 0.0,
        "federal_tax_deposits_cv_3m": 0.0,
        "payroll_tax_pmts_avg_1m": 0.0,
        "payroll_tax_pmts_avg_3m": 0.0,
        "payroll_tax_pmts_min_3m": 0.0,
        "payroll_tax_pmts_max_3m": 0.0,
        "payroll_tax_pmts_std_3m": 0.0,
        "payroll_tax_pmts_cv_3m": 0.0,
        "payroll_tax_deposits_avg_1m": 0.0,
        "payroll_tax_deposits_avg_3m": 0.0,
        "payroll_tax_deposits_min_3m": 0.0,
        "payroll_tax_deposits_max_3m": 0.0,
        "payroll_tax_deposits_std_3m": 0.0,
        "payroll_tax_deposits_cv_3m": 0.0,
        "internal_transfer_withdrawals_avg_1m": 0.0,
        "internal_transfer_withdrawals_avg_3m": 0.0,
        "internal_transfer_withdrawals_min_3m": 0.0,
        "internal_transfer_withdrawals_max_3m": 0.0,
        "internal_transfer_withdrawals_std_3m": 0.0,
        "internal_transfer_withdrawals_cv_3m": 0.0,
        "internal_transfer_deposits_avg_1m": 0.0,
        "internal_transfer_deposits_avg_3m": 0.0,
        "internal_transfer_deposits_min_3m": 0.0,
        "internal_transfer_deposits_max_3m": 0.0,
        "internal_transfer_deposits_std_3m": 0.0,
        "internal_transfer_deposits_cv_3m": 0.0,
        "merchant_service_transfer_withdrawals_avg_1m": 0.0,
        "merchant_service_transfer_withdrawals_avg_3m": 0.0,
        "merchant_service_transfer_withdrawals_min_3m": 0.0,
        "merchant_service_transfer_withdrawals_max_3m": 0.0,
        "merchant_service_transfer_withdrawals_std_3m": 0.0,
        "merchant_service_transfer_withdrawals_cv_3m": 0.0,
        "merchant_service_transfer_deposits_avg_1m": 0.0,
        "merchant_service_transfer_deposits_avg_3m": 0.0,
        "merchant_service_transfer_deposits_min_3m": 0.0,
        "merchant_service_transfer_deposits_max_3m": 0.0,
        "merchant_service_transfer_deposits_std_3m": 0.0,
        "merchant_service_transfer_deposits_cv_3m": 0.0,
        "wire_transfer_withdrawals_avg_1m": 0.0,
        "wire_transfer_withdrawals_avg_3m": 0.0,
        "wire_transfer_withdrawals_min_3m": 0.0,
        "wire_transfer_withdrawals_max_3m": 0.0,
        "wire_transfer_withdrawals_std_3m": 0.0,
        "wire_transfer_withdrawals_cv_3m": 0.0,
        "wire_transfer_deposits_avg_1m": 0.0,
        "wire_transfer_deposits_avg_3m": 0.0,
        "wire_transfer_deposits_min_3m": 0.0,
        "wire_transfer_deposits_max_3m": 0.0,
        "wire_transfer_deposits_std_3m": 0.0,
        "wire_transfer_deposits_cv_3m": 0.0,
        "other_transfer_withdrawals_avg_1m": 0.0,
        "other_transfer_withdrawals_avg_3m": 0.0,
        "other_transfer_withdrawals_min_3m": 0.0,
        "other_transfer_withdrawals_max_3m": 0.0,
        "other_transfer_withdrawals_std_3m": 0.0,
        "other_transfer_withdrawals_cv_3m": 0.0,
        "other_transfer_deposits_avg_1m": 0.0,
        "other_transfer_deposits_avg_3m": 0.0,
        "other_transfer_deposits_min_3m": 0.0,
        "other_transfer_deposits_max_3m": 0.0,
        "other_transfer_deposits_std_3m": 0.0,
        "other_transfer_deposits_cv_3m": 0.0,
        "bank_branch_withdrawals_avg_1m": 0.0,
        "bank_branch_withdrawals_avg_3m": 0.0,
        "bank_branch_withdrawals_min_3m": 0.0,
        "bank_branch_withdrawals_max_3m": 0.0,
        "bank_branch_withdrawals_std_3m": 0.0,
        "bank_branch_withdrawals_cv_3m": 0.0,
        "bank_branch_deposits_avg_1m": 0.0,
        "bank_branch_deposits_avg_3m": 0.0,
        "bank_branch_deposits_min_3m": 0.0,
        "bank_branch_deposits_max_3m": 0.0,
        "bank_branch_deposits_std_3m": 0.0,
        "bank_branch_deposits_cv_3m": 0.0,
        "revenue_deduction_other_avg_1m": 0.0,
        "revenue_deduction_other_avg_3m": 0.0,
        "revenue_deduction_other_min_3m": 0.0,
        "revenue_deduction_other_max_3m": 0.0,
        "revenue_deduction_other_std_3m": 0.0,
        "revenue_deduction_other_cv_3m": 0.0,
        "deposits_from_reversals_avg_1m": 0.0,
        "deposits_from_reversals_avg_3m": 0.0,
        "deposits_from_reversals_min_3m": 0.0,
        "deposits_from_reversals_max_3m": 0.0,
        "deposits_from_reversals_std_3m": 0.0,
        "deposits_from_reversals_cv_3m": 0.0,
        "credit_builder_pmts_avg_1m": 0.0,
        "credit_builder_pmts_avg_3m": 0.0,
        "credit_builder_pmts_min_3m": 0.0,
        "credit_builder_pmts_max_3m": 0.0,
        "credit_builder_pmts_std_3m": 0.0,
        "credit_builder_pmts_cv_3m": 0.0,
        "credit_builder_deposits_avg_1m": 0.0,
        "credit_builder_deposits_avg_3m": 0.0,
        "credit_builder_deposits_min_3m": 0.0,
        "credit_builder_deposits_max_3m": 0.0,
        "credit_builder_deposits_std_3m": 0.0,
        "credit_builder_deposits_cv_3m": 0.0,
        "debt_consolidator_pmts_avg_1m": 0.0,
        "debt_consolidator_pmts_avg_3m": 0.0,
        "debt_consolidator_pmts_min_3m": 0.0,
        "debt_consolidator_pmts_max_3m": 0.0,
        "debt_consolidator_pmts_std_3m": 0.0,
        "debt_consolidator_pmts_cv_3m": 0.0,
        "debt_consolidator_deposits_avg_1m": 0.0,
        "debt_consolidator_deposits_avg_3m": 0.0,
        "debt_consolidator_deposits_min_3m": 0.0,
        "debt_consolidator_deposits_max_3m": 0.0,
        "debt_consolidator_deposits_std_3m": 0.0,
        "debt_consolidator_deposits_cv_3m": 0.0,
        "negative_bal_count_1m": 0,
        "negative_bal_count_3m": 0,
        "negative_bal_weekday_count_1m": 0,
        "negative_bal_weekday_count_3m": 0,
        "bal_daily_avg_1m": 8850.68,
        "bal_daily_avg_3m": 9703.28,
        "bal_daily_min_3m": 7047.81,
        "bal_daily_max_3m": 13211.34,
        "bal_daily_std_3m": 2587.47,
        "bal_daily_cv_3m": 0.27,
        "bal_daily_trend_1m_3m": 0.26,
        "bal_daily_weekday_avg_1m": 7891.96,
        "bal_daily_weekday_avg_3m": 9293.92,
        "bal_daily_weekday_min_3m": 6810.85,
        "bal_daily_weekday_max_3m": 13178.94,
        "bal_daily_weekday_std_3m": 2782.36,
        "bal_daily_weekday_cv_3m": 0.3,
        "bal_daily_weekday_trend_1m_3m": 0.16,
        "bal_mindaily_avg_1m": 4990.35,
        "bal_mindaily_avg_3m": 6308.08,
        "bal_mindaily_min_3m": 4407.47,
        "bal_mindaily_max_3m": 9526.42,
        "bal_mindaily_std_3m": 2288.12,
        "bal_mindaily_cv_3m": 0.36,
        "bal_mindaily_trend_1m_3m": 0.13,
        "nsf_fee_count_1m": 0,
        "nsf_fee_count_3m": 0,
        "overdraft_fee_count_1m": 0,
        "overdraft_fee_count_3m": 0,
        "venmo_zelle_cashapp_pmts_count_1m": 0,
        "venmo_zelle_cashapp_pmts_count_3m": 0,
        "venmo_zelle_cashapp_deposits_count_1m": 2,
        "venmo_zelle_cashapp_deposits_count_3m": 11,
        "state_tax_pmts_count_1m": 0,
        "state_tax_pmts_count_3m": 0,
        "federal_tax_pmts_count_1m": 0,
        "federal_tax_pmts_count_3m": 0,
        "atm_withdrawals_count_1m": 1,
        "atm_withdrawals_count_3m": 2,
        "atm_deposits_count_1m": 4,
        "atm_deposits_count_3m": 19,
        "fintech_loan_pmts_count_1m": 1,
        "fintech_loan_pmts_count_3m": 1,
        "fintech_loan_deposits_count_1m": 0,
        "fintech_loan_deposits_count_3m": 0,
        "txn_four_zeros_withdrawals_count_1m": 0,
        "txn_four_zeros_withdrawals_count_3m": 3,
        "txn_four_zeros_deposits_count_1m": 3,
        "txn_four_zeros_deposits_count_3m": 15,
        "txn_five_zeros_withdrawals_count_1m": 0,
        "txn_five_zeros_withdrawals_count_3m": 0,
        "txn_five_zeros_deposits_count_1m": 0,
        "txn_five_zeros_deposits_count_3m": 1,
        "credit_builder_pmts_count_1m": 0,
        "credit_builder_pmts_count_3m": 0,
        "credit_builder_deposits_count_1m": 0,
        "credit_builder_deposits_count_3m": 0,
        "credit_1m_3m_trend": -0.51,
        "debit_1m_3m_trend": 1.46,
        "payroll_pmts_1m_3m_trend": 0.35,
        "insurance_pmts_1m_3m_trend": null,
        "insurance_deposits_1m_3m_trend": null,
        "venmo_zelle_cashapp_pmts_1m_3m_trend": null,
        "venmo_zelle_cashapp_deposits_1m_3m_trend": 0.8,
        "atm_withdrawals_1m_3m_trend": null,
        "atm_deposits_1m_3m_trend": -0.76,
        "toll_pmts_1m_3m_trend": null,
        "paypal_pmts_1m_3m_trend": null,
        "paypal_deposits_1m_3m_trend": null,
        "checks_pmts_1m_3m_trend": null,
        "checks_deposits_1m_3m_trend": null,
        "outside_source_deposits_1m_3m_trend": -0.51,
        "truck_stop_pmts_1m_3m_trend": null,
        "fintech_loan_pmts_1m_3m_trend": null,
        "fintech_loan_deposits_1m_3m_trend": null,
        "bank_loan_pmts_1m_3m_trend": null,
        "bank_loan_deposits_1m_3m_trend": null,
        "other_loan_pmts_1m_3m_trend": null,
        "other_loan_deposits_1m_3m_trend": null,
        "fintech_mca_pmts_1m_3m_trend": null,
        "fintech_mca_deposits_1m_3m_trend": null,
        "bank_cash_advance_pmts_1m_3m_trend": null,
        "bank_cash_advance_deposits_1m_3m_trend": null,
        "debit_card_pmts_1m_3m_trend": 1.11,
        "credit_card_pmts_1m_3m_trend": null,
        "expense_1m_3m_trend": 1.46,
        "revenue_1m_3m_trend": -0.51,
        "sba_pmts_1m_3m_trend": null,
        "sba_deposits_1m_3m_trend": null,
        "remote_pmts_1m_3m_trend": null,
        "remote_deposits_1m_3m_trend": null,
        "benefits_pmts_1m_3m_trend": null,
        "benefits_deposits_1m_3m_trend": null,
        "card_reward_deposits_1m_3m_trend": null,
        "crypto_pmts_1m_3m_trend": null,
        "crypto_deposits_1m_3m_trend": null,
        "investment_withdrawals_1m_3m_trend": null,
        "investment_deposits_1m_3m_trend": null,
        "state_tax_pmts_1m_3m_trend": null,
        "state_tax_deposits_1m_3m_trend": null,
        "federal_tax_pmts_1m_3m_trend": null,
        "federal_tax_deposits_1m_3m_trend": null,
        "payroll_tax_pmts_1m_3m_trend": null,
        "payroll_tax_deposits_1m_3m_trend": null,
        "internal_transfer_withdrawals_1m_3m_trend": null,
        "internal_transfer_deposits_1m_3m_trend": null,
        "merchant_service_transfer_withdrawals_1m_3m_trend": null,
        "merchant_service_transfer_deposits_1m_3m_trend": null,
        "wire_transfer_withdrawals_1m_3m_trend": null,
        "wire_transfer_deposits_1m_3m_trend": null,
        "other_transfer_withdrawals_1m_3m_trend": null,
        "other_transfer_deposits_1m_3m_trend": null,
        "bank_branch_withdrawals_1m_3m_trend": null,
        "bank_branch_deposits_1m_3m_trend": null,
        "revenue_deduction_other_1m_3m_trend": null,
        "deposits_from_reversals_1m_3m_trend": null,
        "credit_builder_pmts_1m_3m_trend": null,
        "credit_builder_deposits_1m_3m_trend": null,
        "debt_consolidator_pmts_1m_3m_trend": null,
        "debt_consolidator_deposits_1m_3m_trend": null,
        "debit_credit_1m_ratio": 2.09,
        "debit_rev_1m_ratio": 2.09,
        "debit_credit_3m_ratio": 1.12,
        "debit_rev_3m_ratio": 1.12,
        "error_messages": {
            "insurance_pmts_1m_3m_trend": "Error 200: calculating feature insurance_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "insurance_deposits_1m_3m_trend": "Error 200: calculating feature insurance_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "venmo_zelle_cashapp_pmts_1m_3m_trend": "Error 200: calculating feature venmo_zelle_cashapp_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "atm_withdrawals_1m_3m_trend": "Error 200: calculating feature atm_withdrawals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "toll_pmts_1m_3m_trend": "Error 200: calculating feature toll_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "paypal_pmts_1m_3m_trend": "Error 200: calculating feature paypal_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "paypal_deposits_1m_3m_trend": "Error 200: calculating feature paypal_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "checks_pmts_1m_3m_trend": "Error 200: calculating feature checks_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "checks_deposits_1m_3m_trend": "Error 200: calculating feature checks_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "truck_stop_pmts_1m_3m_trend": "Error 200: calculating feature truck_stop_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "fintech_loan_pmts_1m_3m_trend": "Error 200: calculating feature fintech_loan_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "fintech_loan_deposits_1m_3m_trend": "Error 200: calculating feature fintech_loan_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "bank_loan_pmts_1m_3m_trend": "Error 200: calculating feature bank_loan_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "bank_loan_deposits_1m_3m_trend": "Error 200: calculating feature bank_loan_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "other_loan_pmts_1m_3m_trend": "Error 200: calculating feature other_loan_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "other_loan_deposits_1m_3m_trend": "Error 200: calculating feature other_loan_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "fintech_mca_pmts_1m_3m_trend": "Error 200: calculating feature fintech_mca_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "fintech_mca_deposits_1m_3m_trend": "Error 200: calculating feature fintech_mca_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "bank_cash_advance_pmts_1m_3m_trend": "Error 200: calculating feature bank_cash_advance_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "bank_cash_advance_deposits_1m_3m_trend": "Error 200: calculating feature bank_cash_advance_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "credit_card_pmts_1m_3m_trend": "Error 200: calculating feature credit_card_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "sba_pmts_1m_3m_trend": "Error 200: calculating feature sba_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "sba_deposits_1m_3m_trend": "Error 200: calculating feature sba_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "remote_pmts_1m_3m_trend": "Error 200: calculating feature remote_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "remote_deposits_1m_3m_trend": "Error 200: calculating feature remote_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "benefits_pmts_1m_3m_trend": "Error 200: calculating feature benefits_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "benefits_deposits_1m_3m_trend": "Error 200: calculating feature benefits_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "card_reward_deposits_1m_3m_trend": "Error 200: calculating feature card_reward_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "crypto_pmts_1m_3m_trend": "Error 200: calculating feature crypto_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "crypto_deposits_1m_3m_trend": "Error 200: calculating feature crypto_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "investment_withdrawals_1m_3m_trend": "Error 200: calculating feature investment_withdrawals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "investment_deposits_1m_3m_trend": "Error 200: calculating feature investment_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "state_tax_pmts_1m_3m_trend": "Error 200: calculating feature state_tax_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "state_tax_deposits_1m_3m_trend": "Error 200: calculating feature state_tax_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "federal_tax_pmts_1m_3m_trend": "Error 200: calculating feature federal_tax_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "federal_tax_deposits_1m_3m_trend": "Error 200: calculating feature federal_tax_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "payroll_tax_pmts_1m_3m_trend": "Error 200: calculating feature payroll_tax_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "payroll_tax_deposits_1m_3m_trend": "Error 200: calculating feature payroll_tax_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "internal_transfer_withdrawals_1m_3m_trend": "Error 200: calculating feature internal_transfer_withdrawals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "internal_transfer_deposits_1m_3m_trend": "Error 200: calculating feature internal_transfer_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "merchant_service_transfer_withdrawals_1m_3m_trend": "Error 200: calculating feature merchant_service_transfer_withdrawals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "merchant_service_transfer_deposits_1m_3m_trend": "Error 200: calculating feature merchant_service_transfer_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "wire_transfer_withdrawals_1m_3m_trend": "Error 200: calculating feature wire_transfer_withdrawals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "wire_transfer_deposits_1m_3m_trend": "Error 200: calculating feature wire_transfer_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "other_transfer_withdrawals_1m_3m_trend": "Error 200: calculating feature other_transfer_withdrawals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "other_transfer_deposits_1m_3m_trend": "Error 200: calculating feature other_transfer_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "bank_branch_withdrawals_1m_3m_trend": "Error 200: calculating feature bank_branch_withdrawals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "bank_branch_deposits_1m_3m_trend": "Error 200: calculating feature bank_branch_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "revenue_deduction_other_1m_3m_trend": "Error 200: calculating feature revenue_deduction_other_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "deposits_from_reversals_1m_3m_trend": "Error 200: calculating feature deposits_from_reversals_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "credit_builder_pmts_1m_3m_trend": "Error 200: calculating feature credit_builder_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "credit_builder_deposits_1m_3m_trend": "Error 200: calculating feature credit_builder_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "debt_consolidator_pmts_1m_3m_trend": "Error 200: calculating feature debt_consolidator_pmts_1m_3m_trend for book {{book_pk}}: Results in divide by zero",
            "debt_consolidator_deposits_1m_3m_trend": "Error 200: calculating feature debt_consolidator_deposits_1m_3m_trend for book {{book_pk}}: Results in divide by zero"
        }
    },
    "number_of_docs_in_book": 4,
    "number_of_docs_processed": 2,
    "uploaded_docs": [
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "VERIFICATION_COMPLETE",
            "pages": 4,
            "mixed_uploaded_doc_pk": null,
            "mixed_uploaded_doc_uuid": null,
            "rejection_reason": null
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "VERIFICATION_COMPLETE",
            "pages": 4,
            "mixed_uploaded_doc_pk": {{mixed_uploaded_doc_pk}},
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "rejection_reason": null
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "REJECTED",
            "pages": 4,
            "mixed_uploaded_doc_pk": {{mixed_uploaded_doc_pk}},
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "rejection_reason": "INSTANT NOT SUPPORTED"
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "REJECTED",
            "pages": 4,
            "mixed_uploaded_doc_pk": null,
            "mixed_uploaded_doc_uuid": null,
            "rejection_reason": "INSTANT NOT SUPPORTED"
        }
    ]
}

Enriched Transactions

The Enriched Transactions endpoint returns categorizations for each transaction in bank statements in the requested Book. It contains a comprehensive list of categories, accurate Transaction tagging, and improved revenue, expense, and transfer logic.

curl --location ‘https://api.ocrolus.com/v2/book/{{book_uuid}}/enriched_txns' \
--header 'Authorization: Bearer {{token}}' 

{
    "book_uuid": "{{book_uuid}}",
    "enriched_transactions": [
        {
            "txn_pk": 4547728276,
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            "remote": false,
            "returned_item": false,
            "revenue_deduction_other": false,
            "revenue_deduction": false,
            "revenue": false,
            "reversed": false,
            "sba": false,
            "state_tax": false,
            "tolls": false,
            "truck_stop": false,
            "txn_five_zeros": false,
            "txn_four_zeros": false,
            "venmo_zelle_cashapp": false,
            "wire_transfer": false,
            "withdrawals": true,
            "comment": null,
            "is_noteworthy": false,
            "page_idx": 0
        }
    ],
    "total": 105,
    "number_of_docs_in_book": 4,
    "number_of_docs_processed": 2,
    "uploaded_docs": [
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "VERIFICATION_COMPLETE",
            "pages": 4,
            "mixed_uploaded_doc_pk": null,
            "mixed_uploaded_doc_uuid": null,
            "rejection_reason": null
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "VERIFICATION_COMPLETE",
            "pages": 4,
            "mixed_uploaded_doc_pk": {{mixed_uploaded_doc_pk}},
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "rejection_reason": null
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "REJECTED",
            "pages": 4,
            "mixed_uploaded_doc_pk": {{mixed_uploaded_doc_pk}},
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "rejection_reason": "INSTANT NOT SUPPORTED"
        },
        {
            "pk": {{uploaded_doc_pk}},
            "uuid": "{{uploaded_doc_uuid}}",
            "status": "REJECTED",
            "pages": 4,
            "mixed_uploaded_doc_pk": null,
            "mixed_uploaded_doc_uuid": null,
            "rejection_reason": "INSTANT NOT SUPPORTED"
        }
    ]
}

Retrieve Detect data

Detect is Ocrolus’ fraud detection product designed to assist in verifying the authenticity of bank statements. For detailed information about Detect, including the types of fraud signals and scoring it offers, see Detect page.

Retrieving Detect outcomes can be achieved at either the document or book level using the two available endpoints.

Document level Detect outcomes

curl --location ‘https://api.ocrolus.com/v2/detect/uploaded_doc/{uploaded_doc_uuid}/signals' \
--header 'Authorization: Bearer {{token}}' 

{
    "book_uuid": "{{book_uuid}}",
    "doc_analysis": [
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "BANK_STATEMENT",
            "detect_status": "COMPLETED",
            "form_analysis": [
                {
                    "form_type": "BANK_STATEMENT",
                    "form_uuid": "{{form_uuid}}",
                    "signals": [
                        {
                            "identifier": "unreconciled_bank_statement_balance_data",
                            "display_name": "Unreconciled Balance",
                            "signal_count": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "delta",
                                            "value": "12381.54",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "page_number",
                                            "value": "1",
                                            "data_type": "int"
                                        },
                                        {
                                            "key": "period_ending_balance",
                                            "value": "6503.03",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "period_opening_balance",
                                            "value": "18884.57",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "period_pk",
                                            "value": "47444174",
                                            "data_type": "int"
                                        },
                                        {
                                            "key": "total_txn_sum",
                                            "value": "-24763.08",
                                            "data_type": "float"
                                        }
                                    ]
                                }
                            ]
                        }
                    ],
                    "form_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}?selectedUploadPks=62614078&selectedDocType=bankStatements&detectPaneOpen=True&detectTab=1",
                    "form_authenticity": {
                        "version": "1.0",
                        "score": 55,
                        "reason_codes": [
                            {
                                "code": "170-M",
                                "confidence": "MEDIUM",
                                "description": "bank statement unreconciled balance"
                            }
                        ]
                    },
                    "visualizations": []
                }
            ],
            "is_image_based_pdf": false
        }
    ],
    "book_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}"
}

Book level Detect outcomes

	curl --location 'https://api.ocrolus.com/v2/detect/book/{{book_uuid}}/signals' \
--header 'Authorization: Bearer {{token}}' 
{
    "book_uuid": "{{book_uuid}}",
    "doc_analysis": [
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "BANK_STATEMENT",
            "detect_status": "COMPLETED",
            "form_analysis": [
                {
                    "form_type": "BANK_STATEMENT",
                    "form_uuid": "{{form_uuid}}",
                    "signals": [
                        {
                            "identifier": "unreconciled_bank_statement_balance_data",
                            "display_name": "Unreconciled Balance",
                            "signal_count": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "delta",
                                            "value": "12381.54",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "page_number",
                                            "value": "1",
                                            "data_type": "int"
                                        },
                                        {
                                            "key": "period_ending_balance",
                                            "value": "6503.03",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "period_opening_balance",
                                            "value": "18884.57",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "period_pk",
                                            "value": "47444174",
                                            "data_type": "int"
                                        },
                                        {
                                            "key": "total_txn_sum",
                                            "value": "-24763.08",
                                            "data_type": "float"
                                        }
                                    ]
                                }
                            ]
                        }
                    ],
                    "form_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}?selectedUploadPks=62614078&selectedDocType=bankStatements&detectPaneOpen=True&detectTab=1",
                    "form_authenticity": {
                        "version": "1.0",
                        "score": 55,
                        "reason_codes": [
                            {
                                "code": "170-M",
                                "confidence": "MEDIUM",
                                "description": "bank statement unreconciled balance"
                            }
                        ]
                    },
                    "visualizations": []
                }
            ],
            "is_image_based_pdf": false
        },
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "PAYSTUB",
            "detect_status": "COMPLETED",
            "form_analysis": [
                {
                    "form_type": "PAYSTUB",
                    "form_uuid": "{{form_uuid}}",
                    "signals": [
                        {
                            "identifier": "dollar_amount_edits",
                            "display_name": "Dollar Amount Edits",
                            "signal_count": 5,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "$1600.00",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "$14850.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "80.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "46.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "$636.40",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "863.60",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "earnings_edits",
                            "display_name": "Earnings Edits",
                            "signal_count": 5,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "earnings:regularCurrentTotal",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "1600",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "1600.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "earnings:bonus(Current)",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "0",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "0.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "earnings:grossPay(Current)",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "1600",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "1600.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "earnings:netPay(Current)",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "1009.60",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "963.60",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "earnings:netPay(Ytd)",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "9370.31",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "8952.65",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "date_edits",
                            "display_name": "Date Edits",
                            "signal_count": 2,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "payDetails:payDate",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "03/11/2022",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "03/18/2022",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "payDetails:periodEndDate",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "original_text",
                                            "value": "03/10/2022",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "03/17/2022",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "page_edited",
                            "display_name": "Editing Software Detected",
                            "signal_count": 1,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "edit_source",
                                            "value": "Adobe Acrobat",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        }
                    ],
                    "visualizations": [
                        {
                            "page_number": 1,
                            "page_visualizations": [
                                {
                                    "visual_type": "tamper_overview",
                                    "display_name": "Tamper Overview",
                                    "description": "Tampered fields are highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "edit_regions",
                                    "display_name": "Received Document",
                                    "description": "The original document was recovered. Changes between the received document and the original document are highlighted in red to reveal edits.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "original_pdf",
                                    "display_name": "Recovered Original Document",
                                    "description": "The original document was recovered. Changes between the received document and the original document are highlighted in red to reveal edits.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "tampered_fonts",
                                    "display_name": "Tampered fonts",
                                    "description": "Multiple fonts have been used within the same field. Within a field, fonts are distinguished by different color highlights. When possible, added fonts are shown in red. In some cases, three or more fonts are used within a single field and additional colors will be shown.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "added_fonts",
                                    "display_name": "Added Fonts",
                                    "description": "Text that was added to the document is highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                }
                            ]
                        }
                    ],
                    "form_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}?selectedUploadPks=62614346&selectedDocType=paystubs&detectPaneOpen=True&detectTab=1&selectedDocId={{uploaded_doc_uuid}}",
                    "form_authenticity": {
                        "version": "1.0",
                        "score": 35,
                        "reason_codes": [
                            {
                                "code": "002-M",
                                "confidence": "MEDIUM",
                                "description": "pdf editing software detected"
                            },
                            {
                                "code": "004-H",
                                "confidence": "HIGH",
                                "description": "original document recovered"
                            },
                            {
                                "code": "330-H",
                                "confidence": "HIGH",
                                "description": "paystub earnings tampered"
                            },
                            {
                                "code": "340-H",
                                "confidence": "HIGH",
                                "description": "paystub key dates tampered"
                            },
                            {
                                "code": "360-H",
                                "confidence": "HIGH",
                                "description": "paystub other fields tampered"
                            }
                        ]
                    }
                }
            ],
            "is_image_based_pdf": false
        },
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "BANK_STATEMENT",
            "detect_status": "UNABLE_TO_PROCESS",
            "form_analysis": []
        },
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "FORM",
            "detect_status": "COMPLETED",
            "form_analysis": [
                {
                    "form_type": "W2",
                    "form_uuid": "{{form_uuid}}",
                    "signals": [
                        {
                            "identifier": "dollar_amount_edits",
                            "display_name": "Dollar Amount Edits",
                            "signal_count": 2,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "10,000.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "20,000.00",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "date_edits",
                            "display_name": "Date Edits",
                            "signal_count": 1,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "year",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "2018",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "page_edited",
                            "display_name": "Editing Software Detected",
                            "signal_count": 1,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "edit_source",
                                            "value": "PDFescape",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "w2_unreconciled_social_security_tax_withholding",
                            "display_name": "Invalid Social Security Taxes Paid",
                            "signal_count": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "expected_social_security_tax_withheld",
                                            "value": "1267.9",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "social_security_tax_withheld_box4",
                                            "value": "25000.0",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "social_security_tips_box7",
                                            "value": "450.0",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "social_security_wages_box3",
                                            "value": "20000.0",
                                            "data_type": "float"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "w2_invalid_medicare_wages_and_tips",
                            "display_name": "Invalid Medicare Tax Wages and Tips",
                            "signal_count": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "expected_medicare_wages_and_tips",
                                            "value": "20450.0",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "medicare_wages_and_tips_box5",
                                            "value": "652.0",
                                            "data_type": "float"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "w2_unreconciled_medicare_tax_withholding",
                            "display_name": "Invalid Medicare Taxes Paid",
                            "signal_count": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "expected_medicare_tax_withheld",
                                            "value": "9.45",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "medicare_tax_withheld_box6",
                                            "value": "740.0",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "medicare_wages_and_tips_box5",
                                            "value": "652.0",
                                            "data_type": "float"
                                        }
                                    ]
                                }
                            ]
                        }
                    ],
                    "visualizations": [
                        {
                            "page_number": 1,
                            "page_visualizations": [
                                {
                                    "visual_type": "tamper_overview",
                                    "display_name": "Tamper Overview",
                                    "description": "Tampered fields are highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "tampered_fonts",
                                    "display_name": "Tampered fonts",
                                    "description": "Multiple fonts have been used within the same field. Within a field, fonts are distinguished by different color highlights. When possible, added fonts are shown in red. In some cases, three or more fonts are used within a single field and additional colors will be shown.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "added_fonts",
                                    "display_name": "Added Fonts",
                                    "description": "Text that was added to the document is highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "misaligned_text",
                                    "display_name": "Misaligned Text",
                                    "description": "Fields are not aligned as expected. Gray lines indicate expected alignments. Misaligned fields are highlighted in red, with misaligned characters emphasized.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                }
                            ]
                        }
                    ],
                    "form_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}?selectedUploadPks=62645908&selectedDocType=forms&detectPaneOpen=True&detectTab=1&selectedDocId={{uploaded_doc_uuid}}",
                    "form_authenticity": {
                        "version": "1.0",
                        "score": 45,
                        "reason_codes": [
                            {
                                "code": "002-M",
                                "confidence": "MEDIUM",
                                "description": "pdf editing software detected"
                            },
                            {
                                "code": "006-M",
                                "confidence": "MEDIUM",
                                "description": "fields misaligned"
                            },
                            {
                                "code": "540-H",
                                "confidence": "HIGH",
                                "description": "w2 key dates tampered"
                            },
                            {
                                "code": "560-M",
                                "confidence": "MEDIUM",
                                "description": "w2 other fields tampered"
                            }
                        ]
                    }
                }
            ],
            "is_image_based_pdf": false
        },
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "FORM",
            "detect_status": "UNSUPPORTED",
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "is_image_based_pdf": true,
            "form_analysis": []
        },
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "BANK_STATEMENT",
            "detect_status": "UNABLE_TO_PROCESS",
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "form_analysis": []
        },
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "PAYSTUB",
            "detect_status": "COMPLETED",
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "form_analysis": [
                {
                    "form_type": "PAYSTUB",
                    "form_uuid": "{{form_uuid}}",
                    "signals": [
                        {
                            "identifier": "page_edited",
                            "display_name": "Editing Software Detected",
                            "signal_count": 1,
                            "page_number": 2,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "edit_source",
                                            "value": "PDFescape",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        }
                    ],
                    "form_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}?selectedUploadPks=62616609&selectedDocType=paystubs&detectPaneOpen=True&detectTab=1&selectedDocId={{uploaded_doc_uuid}}",
                    "form_authenticity": {
                        "version": "1.0",
                        "score": 50,
                        "reason_codes": [
                            {
                                "code": "002-M",
                                "confidence": "MEDIUM",
                                "description": "pdf editing software detected"
                            }
                        ]
                    },
                    "visualizations": []
                }
            ],
            "is_image_based_pdf": false
        },
        {
            "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
            "uploaded_doc_type": "BANK_STATEMENT",
            "detect_status": "COMPLETED",
            "mixed_uploaded_doc_uuid": "{{mixed_uploaded_doc_uuid}}",
            "form_analysis": [
                {
                    "form_type": "BANK_STATEMENT",
                    "form_uuid": "{{form_uuid}}",
                    "signals": [
                        {
                            "identifier": "account_holder_edits",
                            "display_name": "Account Holder Edits",
                            "signal_count": 1,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:accountHolderName",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "Harry's Hotdog",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "account_holder_address_edits",
                            "display_name": "Account Holder Address Edits",
                            "signal_count": 4,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:address",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "123 Meat Street",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:city",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "Omaha",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:state",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "NB",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:zipcode",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "12345",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "account_type_edits",
                            "display_name": "Account Type Edits",
                            "signal_count": 1,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:accountType",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "Chase Sapphire CHECKING",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "dollar_amount_edits",
                            "display_name": "Dollar Amount Edits",
                            "signal_count": 3,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "24,455.74",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "-13,435.48",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:periodEndBalance",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "13956.07",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "dollar_amount_edits",
                            "display_name": "Dollar Amount Edits",
                            "signal_count": 8,
                            "page_number": 2,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "4,385.23",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "5,672.20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "5,450.75",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "4,373.87",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "4,249.47",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "700.00",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "284.24",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "800.00",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "dollar_amount_edits",
                            "display_name": "Dollar Amount Edits",
                            "signal_count": 1,
                            "page_number": 3,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "amount",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "$13,956.07",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "date_edits",
                            "display_name": "Date Edits",
                            "signal_count": 2,
                            "page_number": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:periodEndDate",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "2020-10-09",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "accountInfo:periodBeginDate",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "2020-09-10",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "date_edits",
                            "display_name": "Date Edits",
                            "signal_count": 12,
                            "page_number": 2,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/13/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/14/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/15/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/15/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/17/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/17/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/20/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/20/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/20/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/21/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/26/20",
                                            "data_type": "str"
                                        }
                                    ]
                                },
                                {
                                    "values": [
                                        {
                                            "key": "field_name",
                                            "value": "date",
                                            "data_type": "str"
                                        },
                                        {
                                            "key": "tampered_text",
                                            "value": "09/27/20",
                                            "data_type": "str"
                                        }
                                    ]
                                }
                            ]
                        },
                        {
                            "identifier": "unreconciled_bank_statement_balance_data",
                            "display_name": "Unreconciled Balance",
                            "signal_count": 1,
                            "supporting_data": [
                                {
                                    "values": [
                                        {
                                            "key": "delta",
                                            "value": "-1298.33",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "page_number",
                                            "value": "1",
                                            "data_type": "int"
                                        },
                                        {
                                            "key": "period_ending_balance",
                                            "value": "13956.07",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "period_opening_balance",
                                            "value": "2935.81",
                                            "data_type": "float"
                                        },
                                        {
                                            "key": "period_pk",
                                            "value": "47446778",
                                            "data_type": "int"
                                        },
                                        {
                                            "key": "total_txn_sum",
                                            "value": "12318.59",
                                            "data_type": "float"
                                        }
                                    ]
                                }
                            ]
                        }
                    ],
                    "visualizations": [
                        {
                            "page_number": 1,
                            "page_visualizations": [
                                {
                                    "visual_type": "tamper_overview",
                                    "display_name": "Tamper Overview",
                                    "description": "Tampered fields are highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "tampered_fonts",
                                    "display_name": "Tampered fonts",
                                    "description": "Multiple fonts have been used within the same field. Within a field, fonts are distinguished by different color highlights. When possible, added fonts are shown in red. In some cases, three or more fonts are used within a single field and additional colors will be shown.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "added_fonts",
                                    "display_name": "Added Fonts",
                                    "description": "Text that was added to the document is highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                }
                            ]
                        },
                        {
                            "page_number": 2,
                            "page_visualizations": [
                                {
                                    "visual_type": "tamper_overview",
                                    "display_name": "Tamper Overview",
                                    "description": "Tampered fields are highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "misaligned_text",
                                    "display_name": "Misaligned Text",
                                    "description": "Fields are not aligned as expected. Gray lines indicate expected alignments. Misaligned fields are highlighted in red, with misaligned characters emphasized.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                }
                            ]
                        },
                        {
                            "page_number": 3,
                            "page_visualizations": [
                                {
                                    "visual_type": "tamper_overview",
                                    "display_name": "Tamper Overview",
                                    "description": "Tampered fields are highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "tampered_fonts",
                                    "display_name": "Tampered fonts",
                                    "description": "Multiple fonts have been used within the same field. Within a field, fonts are distinguished by different color highlights. When possible, added fonts are shown in red. In some cases, three or more fonts are used within a single field and additional colors will be shown.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                },
                                {
                                    "visual_type": "added_fonts",
                                    "display_name": "Added Fonts",
                                    "description": "Text that was added to the document is highlighted in red.",
                                    "image_url": "https://api.ocrolus.com/v2/detect/visualization/{{visualization_uuid}}"
                                }
                            ]
                        }
                    ],
                    "form_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}?selectedUploadPks=62616608&selectedDocType=bankStatements&detectPaneOpen=True&detectTab=1",
                    "form_authenticity": {
                        "version": "1.0",
                        "score": 15,
                        "reason_codes": [
                            {
                                "code": "006-M",
                                "confidence": "MEDIUM",
                                "description": "fields misaligned"
                            },
                            {
                                "code": "110-H",
                                "confidence": "HIGH",
                                "description": "bank statement account info tampered"
                            },
                            {
                                "code": "120-H",
                                "confidence": "HIGH",
                                "description": "bank statement balance info tampered"
                            },
                            {
                                "code": "130-H",
                                "confidence": "HIGH",
                                "description": "bank statement key dates tampered"
                            },
                            {
                                "code": "150-H",
                                "confidence": "HIGH",
                                "description": "bank statement other fields tampered"
                            },
                            {
                                "code": "170-M",
                                "confidence": "MEDIUM",
                                "description": "bank statement unreconciled balance"
                            }
                        ]
                    }
                }
            ],
            "is_image_based_pdf": false
        }
    ],
    "book_dashboard_url": "https://dashboard.ocrolus.com/books/{{book_uuid}}"
}

Upload non-bank statement documents

You can upload the following non-bank statement documents using their respective APIs:

  • Images
  • Plaid Asset Reports
  • Plaid JSON Data
  • Other forms (tax forms, pay stubs, ISO applications, voided checks, and IDs)

Image

The term Images or Image Group refers to a collection of images that may include one or multiple forms in image format. The Ocrolus API is designed to process images, allowing you to upload images of any supported file type (JPEG, PNG, BMP, and TIFF). Ocrolus will classify these images for subsequent document processing.

For additional information on the supported form types for image classification, refer to Supported document Types. This section provides details about Tax forms, ID Proofs, Bank statements, Pay stubs, and various others.

Setting the form_type in the request to BANK_ACCOUNT makes the invocation equivalent to uploading PDF bank statements. Conversely, setting it to any other form type makes the invocation akin to uploading PDF forms, as described above.

For images, the process involves creating a group, uploading all the images to the same group, and then finalizing the image group to initiate the classification and capture process.

Create an Image Group and upload images to the group

To create an Image Group and upload all the related images to that group, use the Upload Image to Book endpoint. Provided below are the request and response samples.

curl --request POST 'https://api.ocrolus.com/v1/book/upload/image' \
    --header 'Accept: application/json' \
    --header 'Authorization: Bearer {{token}}' \
    --form 'book_uuid={{book_uuid}' \
    --form 'upload=@/Path/To/Image.jpg' 
{
    "status": 200,
    "response": {
        "image_group_pk": {{image_group_pk}}
    },
    "message": "OK"
}

Finalize Image Group to commence processing

To finalize the Image Group and initiate the processing, use the Finalize Image Group endpoint. Provided below are the request and response samples.

curl --request POST 'https://api.ocrolus.com/v1/book/upload/image/done' \
    --header 'Accept: application/json' \
    --header 'Authorization: Bearer {{token}}' \
    --form 'book_uuid={{book_uuid}}' \
    --form 'form_type=BANK_ACCOUNT'
{
    "status": 200,
    "response": {
        "image_bucket_uuid": "{{image_bucket_uuid}}",
        "uploaded_doc_uuid": "{{uploaded_doc_uuid}}",
        "image_group_pk": {{image_group_pk}}
    },
    "message": "OK"
}

Plaid Asset Report

With fully automated workflows in mind, Ocrolus and Plaid offer the capability to directly import the Asset Report of any customer who has provided Bank Account details via Plaid—eliminating the need for you to explicitly download and manage the JSON report.

To achieve this, Plaid will request you to share an Audit Copy of the Asset Report directly with Ocrolus.

Subsequently, Ocrolus will utilize the provided audit_copy_token to extract the associated Audit Report from Plaid.

📘

Note:

This must be a production token, as Ocrolus does not support sandbox tokens.

Following that, Ocrolus will import the Audit Report into the specified Book and capture the information from the report. Provided below are the request and response samples.

curl --request POST "https://api.ocrolus.com/v1/book/import/plaid/asset" \
    --header "Accept: application/json" \
    --header "Authorization: Bearer {{token}}" \
    --form "pk={{book_pk}}" \
    --form "audit_copy_token=123-ABC-456" \
    --form "doc_name=ExampleStatement"
{
  "status": 200,
  "message": "OK",
  "response": {
    "uploaded_docs": [
      {
        "created_ts": "2023-05-25T17:23:45Z",
        "name": "78467b0b5f0bb818a30a6d7c361385",
        "checksum": "50a62f72f4b5b80b18f75fbed690dc47",
        "pk": {{uploaded_doc_pk}},
        "uuid": {{uploaded_doc_uuid}}"
      }
    ]
  }
}

Plaid JSON data

Ocrolus also supports processing JSON outputs from Plaid’s /transactions/get and /asset_report/get endpoints. For more info about those formats and the details within them please see the Plaid documentation at /transactions/get and /asset_report/get.

Plaid Asset Reports do not provide Statement Periods. Ocrolus must construct Statement Periods during document analysis. For each Account, Statement Periods are bound by the date of the earliest and latest Transaction in a given month. If an Asset Report JSON file contains transactions from Jan 15th, 2019 to April 4th, 2019, the Statement Periods are:

  • Jan 15th - Jan 31st
  • Feb 1st - Feb 28th
  • March 1st - March 31st
  • April 1st - April 4th

Other Forms

Use this endpoint if you are certain that the PDF contains only one form, and you are already aware of the specific type of that form. For example, if you require applicants to upload a pay stub and know that all PDFs sent to Ocrolus will be pay stubs. Specifying the form type ensures that the PDF undergoes parsing through the most effective capture methods designed for that particular form type.

In cases where you do not specify a form type in the request, the default form type will be set to Bank Statement, and the PDF will be parsed accordingly. This is beneficial in scenarios where you are confident that the PDF is a bank statement. Bank statement analytics will be calculated and returned as well.

Options for the form_type parameters are:

  • W2
  • PAYSTUB
  • ISO_APP
  • A_1040_2021
  • A_1040_SCHEDULE_C
  • A_1040_SCHEDULE_SE
  • A_1099_MISC
  • A_1099_K
  • VOIDED_CHECK
  • ID

Provided below are the request and response samples.

curl --location 'https://api.ocrolus.com/v1/book/upload' \
        --header 'Authorization: Bearer {{token}}' \
        --form 'upload=@"/Path/To/Paystub.pdf"' \
        --form 'book_uuid="{{book_uuid}}"' \
        --form 'form_type=PAYSTUB'

{
    "status": 200,
    "response": {
        "uploaded_docs": [
            {
                "pk": {{uploaded_doc_pk}},
                "uuid": "{{uploaded_doc_uuid}}",
                "name": "Paystub.pdf",
                "page_count": 1,
                "checksum": "321d36c4bc8c386343806958582bd4d5",
                "created_ts": "2023-11-21T21:57:20Z",
                "id": {{uploaded_doc_id}}
            }
        ]
    },
    "message": "OK"
}

Retrieve captured data of non-bank statement uploads

You can retrieve the captured data of the non-bank statements documents using their respective APIs. The available options are:

Book form data

Use the Form Data endpoint to get form-level data captured on all the forms uploaded to the Book separated by form, along with their type and UUID.

📘

Note:

The bank statements are a special type of form with their own data capture endpoints. Their information will not be returned by this endpoint.

For pay stubs, this endpoint will return fields like:

  • Pay date
  • Pay period start date
  • Pay period end date
  • Employer name
  • Employer address fields
  • Employee name
  • Employee address fields

For ISO Applications, this endpoint will return fields like:

  • Business name, contact info, and address fields
  • Business owner name, contact info, and address fields
  • Purpose of the loan
  • Broker name

Provided below are the request and response samples.

curl --location --request GET 'https://api.ocrolus.com/v1/book/forms' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' \
--data '{
    "book_uuid":"{{book_uuid}}"
}'
{
    "status": 200,
    "response": {
        "pk": {{book_pk}},
        "uuid": "{{book_uuid}}",
        "name": "{{book_name}}",
        "created": "2023-11-17T20:11:41Z",
        "created_ts": "2023-11-17T20:11:41Z",
        "verified_pages_count": 13,
        "book_status": "ACTIVE",
        "id": {{book_id}},
        "forms": [
            {
                "pk": {{form_pk}},
                "uuid": "{{form_uuid}}",
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "form_type": "W2",
                "raw_fields": {
                    "box9": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "year": {
                        "value": "2018",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12aCode": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12bCode": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12cCode": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12dcode": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box14Other": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12aAmount": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12bAmount": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12cAmount": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "box12dAmount": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employeeName": {
                        "value": "DAVID P BECON",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerIdNo": {
                        "value": "32-1203146",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerName": {
                        "value": "WFH ENTERPRISES, INC.",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "statePrimary": {
                        "value": "AL",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "allocatedTips": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "qualifiedPlans": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "retirementPlan": {
                        "value": "CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "stateSecondary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "statutoryEmployee": {
                        "value": "UNCHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employeeAddressZip": {
                        "value": "35570",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerAddressZip": {
                        "value": "36330",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "socialSecurityTips": {
                        "value": "450.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "third-PartySickPay": {
                        "value": "UNCHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "wagesTipsOtherComp": {
                        "value": "10000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0,
                        "validation_error": "Box 1 amount should be greater than 250 and less than 400000. User should verify document."
                    },
                    "employeeAddressCity": {
                        "value": "HAMILTON",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerAddressCity": {
                        "value": "ENTERPRISE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "localityNamePrimary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "medicareTaxWithheld": {
                        "value": "740.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0,
                        "validation_error": "Box 6 amount should be greater than 1.45% of Box 5 amount and less than 2.36% of Box 5 amount. User should verify document."
                    },
                    "socialSecurityWages": {
                        "value": "20000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0,
                        "validation_error": "Box 3 amount should be greater than Box 4 amount. Maximum amount should 160200. User should verify document."
                    },
                    "employeeAddressLine1": {
                        "value": "1706 MILITARY STREET SOUTH AVE 2506",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employeeAddressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employeeAddressState": {
                        "value": "AL",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerAddressLine1": {
                        "value": "600 BOLL WEEVIL CIRCLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerAddressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerAddressState": {
                        "value": "AL",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "medicareWagesAndTips": {
                        "value": "652.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0,
                        "validation_error": "Box 5 amount should be greater than Box 6 amount. Box 5 amount should also be greater than Box 1 and Box 3 amounts. User should verify document."
                    },
                    "dependentCareBenefits": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "localIncomeTaxPrimary": {
                        "value": "30.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "localWagesTipsPrimary": {
                        "value": "260.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "localityNameSecondary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "stateIncomeTaxPrimary": {
                        "value": "320.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "stateWagesTipsPrimary": {
                        "value": "6520.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "localIncomeTaxSecondary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "localWagesTipsSecondary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "stateIncomeTaxSecondary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "stateWagesTipsSecondary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "federalIncomeTaxWithheld": {
                        "value": "15000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0,
                        "validation_error": "Box 2 amount should be less than 37% of Box 1 amount. User should verify document."
                    },
                    "socialSecurityTaxWithheld": {
                        "value": "25000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0,
                        "validation_error": "Box 4 amount should be greater than 6.16% of Box 3 amount and less than 6.201% of Box 3 amount if Box 3 amount is less than or equal to 160200. Maximum amount should be 9932.40. User should verify document."
                    },
                    "employeeSocialSecurityNumber": {
                        "value": "653-32-0120",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerStateIdNumberPrimary": {
                        "value": "203-62-1230",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "employerStateIdNumberSecondary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    }
                },
                "form_config_pk": 199516,
                "tables": [],
                "attribute_data": null
            },
            {
                "pk": {{form_pk}},
                "uuid": "{{form_uuid}}",
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "form_type": "PAYSTUB",
                "raw_fields": {
                    "paystub-Part4-PaystubDetails:payDate": {
                        "value": "11/15/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.017
                    },
                    "paystub-Part4-PaystubDetails:payPeriodEndDate": {
                        "value": "11/15/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.004
                    },
                    "paystub-Part4-PaystubDetails:payPeriodStartDate": {
                        "value": "11/15/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.003
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:zip": {
                        "value": "10005",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.009
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:zip": {
                        "value": "10005",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.026
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:city": {
                        "value": "NEW YORK",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.013
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:city": {
                        "value": "NEW YORK",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.02
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.025
                    },
                    "paystub-Part1-EmployerDetails:nameOfEmployer/Company": {
                        "value": "NY WORK CO",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.025
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:addressLine1": {
                        "value": "40 WALL STREET",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.014
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:addressLine2": {
                        "value": "FLR 40",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.006
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:addressLine1": {
                        "value": "90 WALL STREET",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.014
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:addressLine2": {
                        "value": "APT 720",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.006
                    },
                    "paystub-Part2-EmployeeDetails:employeeName": {
                        "value": "DAVID BECON",
                        "is_empty": false,
                        "alias_used": "Weld|employeeinfo:firstname|employeeinfo:lastname",
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    }
                },
                "form_config_pk": 283313,
                "tables": [],
                "attribute_data": null
            },
            {
                "pk": {{form_pk}},
                "uuid": "{{form_uuid}}",
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "form_type": "PAYSTUB",
                "raw_fields": {
                    "paystub-Part4-PaystubDetails:payDate": {
                        "value": "03/18/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.011
                    },
                    "paystub-Part2-EmployeeDetails:taxpayerId": {
                        "value": "2323",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part3-EmploymentDetails:hireDate": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part3-EmploymentDetails:payBasis": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part2-EmployeeDetails:employeeName": {
                        "value": "TAMIKA S. NOTE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part2-EmployeeDetails:maritalStatus": {
                        "value": "SINGLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part3-EmploymentDetails:annualSalary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part4-PaystubDetails:paystubProvider": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part3-EmploymentDetails:hourlyPayRate": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part4-PaystubDetails:payPeriodEndDate": {
                        "value": "03/17/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.007
                    },
                    "paystub-Part4-PaystubDetails:payPeriodStartDate": {
                        "value": "03/04/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.008
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:zip": {
                        "value": "94621",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.011
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:zip": {
                        "value": "95113",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.05
                    },
                    "paystub-Part4-PaystubDetails:payFrequencyCaptured": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:city": {
                        "value": "OAKLAND",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.015
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:city": {
                        "value": "SAN JOSE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.029
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:state": {
                        "value": "CA",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.045
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:state": {
                        "value": "CA",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part1-EmployerDetails:nameOfEmployer/Company": {
                        "value": "INSTANT CARD NATIONAL",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.032
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:addressLine1": {
                        "value": "2712 WHITE RIVER AVE.",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.017
                    },
                    "paystub-Part1-EmployerDetails:employerAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:addressLine1": {
                        "value": "4654 SYCAMORE ST.",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.022
                    },
                    "paystub-Part2-EmployeeDetails:employeeAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    }
                },
                "form_config_pk": 284819,
                "tables": [],
                "attribute_data": null
            },
            {
                "pk": {{form_pk}},
                "uuid": "{{form_uuid}}",
                "uploaded_doc_pk": {{uploaded_doc_pk}},
                "form_type": "ISO_APP",
                "raw_fields": {
                    "iso_app-Part2-BusinessInfo:dba": {
                        "value": "ABC SAMPLE CORPORATION",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.786
                    },
                    "iso_app-Part1-General:brokerName": {
                        "value": "SBG FUNDING",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.711
                    },
                    "iso_app-Part4-Owner1Info:lastName": {
                        "value": "SAMPLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.372
                    },
                    "iso_app-Part5-Owner2Info:lastName": {
                        "value": "SAMPLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.939
                    },
                    "iso_app-Part4-Owner1Info:firstName": {
                        "value": "JOHN",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.94
                    },
                    "iso_app-Part5-Owner2Info:firstName": {
                        "value": "JOHN",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.939
                    },
                    "iso_app-Part4-Owner1Info:mobilePhone": {
                        "value": "411-444-4444",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.503
                    },
                    "iso_app-Part4-Owner1Info:emailAddress": {
                        "value": "[email protected]",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.368
                    },
                    "iso_app-Part2-BusinessInfo:companyEmail": {
                        "value": "[email protected]",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.616
                    },
                    "iso_app-Part2-BusinessInfo:industryType": {
                        "value": "MANUFACTURING",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.59
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:zip": {
                        "value": "12345",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.952
                    },
                    "iso_app-Part2-BusinessInfo:companyWebsite": {
                        "value": "WWW.ABCSAMPLE.COM",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.356
                    },
                    "iso_app-Part3-FundingInfo:amountRequested": {
                        "value": "70000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.689
                    },
                    "iso_app-Part4-Owner1Info:dateOfBirth(Dob)": {
                        "value": "04/01/1991",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.534
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:city": {
                        "value": "ANYCITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.969
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.828
                    },
                    "iso_app-Part2-BusinessInfo:businessStartDate": {
                        "value": "01/01/2019",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.943
                    },
                    "iso_app-Part4-Owner1Info:ownershipPercentage": {
                        "value": "75%",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.911
                    },
                    "iso_app-Part1-General:dateOfSignatureByOwner1": {
                        "value": "07/07/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.981
                    },
                    "iso_app-Part2-BusinessInfo:companyPhoneNumber": {
                        "value": "222-444-4444",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.868
                    },
                    "iso_app-Part2-BusinessInfo:companyFederalTaxId": {
                        "value": "12-3456789",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.669
                    },
                    "iso_app-Part1-General:applicationSignedByOwner1?": {
                        "value": "NOT SIGNED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.864
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:addressLine1": {
                        "value": "123 SAMPLE AVENUE,",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.744
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:addressLine2": {
                        "value": "FL 1",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.458
                    },
                    "iso_app-Part4-Owner1Info:socialSecurityNumber(Ssn)": {
                        "value": "222-111-4444",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.589
                    },
                    "iso_app-Part2-BusinessInfo:companyLegalBusinessName": {
                        "value": "ABC SAMPLE CORPORATION",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.63
                    },
                    "iso_app-Part3-FundingInfo:annualRevenue(GrossSales)": {
                        "value": "100000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.87
                    },
                    "iso_app-Part3-FundingInfo:loanPurpose/UseOfProceeds": {
                        "value": "INCREASE THE WORK FORCE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.513
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:zip": {
                        "value": "12345",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.371
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:city": {
                        "value": "ANYCITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.278
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.778
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine1": {
                        "value": "123 FAKE AVENUE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.76
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine2": {
                        "value": "APT. 1",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.107
                    }
                },
                "form_config_pk": 47747,
                "tables": [],
                "attribute_data": null
            }
        ],
        "book_is_complete": true
    },
    "message": "OK"
}

Document form data

Use the Doc Form Data endpoint to get field information about a specific document within the Book. You can find the required doc_uuid in the Book Classification endpoint response (doc_uuid) or the Book Status endpoint response (Docs array.UUID ).

This will return the form-specific fields for the document requested, such as a filtered version of the Book Form Data endpoint.

In general, it is suggested to use the Book Form Data endpoint for gathering information about forms rather than iterating through the Document Form Data endpoint for each Form UUID. The Book Form Data endpoint provides equivalent information, and a single call to that endpoint is more efficient than a loop through the document Form Data endpoint for each form individually.

📘

Notes:

  • The bank statements are a special form type with their dedicated endpoints, and field data from these statements will not be returned by this endpoint.
  • The mixed uploaded documents and any forms within a mixed uploaded document will not provide data through this endpoint, as they are not considered documents in the same manner as an individual uploaded PDF. To know more, see Definitions section.

Provided below are the request and response samples.

curl --location --request GET 'https://api.ocrolus.com/v1/document/forms/fields' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' \
--data '{
    "doc_uuid":"{{uploaded_doc_uuid}}"
}'
{
    "status": 200,
    "response": {
        "pk": {{uploaded_doc_pk}},
        "uuid": "{{uploaded_doc_uuid}}",
        "forms": [
            {
                "pk": {{form_pk}},
                "uuid": "{{form_uuid}}",
                "form_type": "{{form_name}}",
                "form_config_pk": 284819,
                "tables": [],
                "raw_fields": {
                    "{{form_name}}-Part4-{{form_name}}Details:payDate": {
                        "value": "03/18/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.011
                    },
                    "{{form_name}}-Part2-EmployeeDetails:taxpayerId": {
                        "value": "2323",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part3-EmploymentDetails:hireDate": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part3-EmploymentDetails:payBasis": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part2-EmployeeDetails:employeeName": {
                        "value": "TAMIKA S. NOTE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part2-EmployeeDetails:maritalStatus": {
                        "value": "SINGLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part3-EmploymentDetails:annualSalary": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part4-{{form_name}}Details:{{form_name}}Provider": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part3-EmploymentDetails:hourlyPayRate": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part4-{{form_name}}Details:payPeriodEndDate": {
                        "value": "03/17/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.007
                    },
                    "{{form_name}}-Part4-{{form_name}}Details:payPeriodStartDate": {
                        "value": "03/04/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.008
                    },
                    "{{form_name}}-Part1-EmployerDetails:employerAddress:zip": {
                        "value": "94621",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.011
                    },
                    "{{form_name}}-Part2-EmployeeDetails:employeeAddress:zip": {
                        "value": "95113",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.05
                    },
                    "{{form_name}}-Part4-{{form_name}}Details:payFrequencyCaptured": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part1-EmployerDetails:employerAddress:city": {
                        "value": "OAKLAND",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.015
                    },
                    "{{form_name}}-Part2-EmployeeDetails:employeeAddress:city": {
                        "value": "SAN JOSE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.029
                    },
                    "{{form_name}}-Part1-EmployerDetails:employerAddress:state": {
                        "value": "CA",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.045
                    },
                    "{{form_name}}-Part2-EmployeeDetails:employeeAddress:state": {
                        "value": "CA",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part1-EmployerDetails:nameOfEmployer/Company": {
                        "value": "INSTANT CARD NATIONAL",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.032
                    },
                    "{{form_name}}-Part1-EmployerDetails:employerAddress:addressLine1": {
                        "value": "2712 WHITE RIVER AVE.",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.017
                    },
                    "{{form_name}}-Part1-EmployerDetails:employerAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    },
                    "{{form_name}}-Part2-EmployeeDetails:employeeAddress:addressLine1": {
                        "value": "4654 SYCAMORE ST.",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.022
                    },
                    "{{form_name}}-Part2-EmployeeDetails:employeeAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "{{form_name}}.pdf",
                        "confidence": 0.0
                    }
                }
            }
        ]
    },
    "message": "OK"
}

Book pay stub data

Use the Book pay stub data endpoint to get detailed information about pay stub data including employee and employer info, pay period dates, year-to-date pay info, and itemized earnings and deductions amounts. This will also include confidence scores, indicating the system's confidence level in accurately identifying the value for the specified field. To learn more about confidence score, see the Confidence score page.

Provided below are the request and response samples.

curl --location --request GET 'https://api.ocrolus.com/v2/book/{{book_uuid}}/paystub' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' 
{
    "status": 200,
    "response": [
        {
            "uuid": "{{paystub_uuid}}",
            "book_uuid": "{{book_uuid}}",
            "doc_uuid": "{{uploaded_doc_uuid}}",
            "status": "COMPLETED",
            "doc_page_numbers": [
                1,
                2
            ],
            "rejection_reason": null,
            "uploaded_image_bucket_uuid": "{{uploaded_image_bucket_uuid}}",
            "net_pay": {
                "totals": {
                    "ytd_pay": {
                        "amount": null,
                        "currency": "USD"
                    },
                    "current_pay": {
                        "amount": "1166.66",
                        "currency": "USD"
                    },
                    "description": "NET PAY",
                    "canonical_description": null
                },
                "distribution_details": []
            },
            "earnings": {
                "totals": [
                    {
                        "ytd_pay": {
                            "amount": "31490.36",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "1431.38",
                            "currency": "USD"
                        },
                        "description": "GROSS PAY",
                        "current_hours": null,
                        "canonical_description": null
                    }
                ],
                "subtotals": []
            },
            "deductions": {
                "totals": [],
                "subtotals": []
            },
            "employee": {
                "name": "DAVID BECON",
                "address": {
                    "city": "NEW YORK",
                    "line1": "90 WALL STREET",
                    "line2": "APT 720",
                    "state_code": null,
                    "postal_code": "10005"
                },
                "taxpayer_id": {
                    "id_type": null,
                    "last_4_digits": null
                },
                "marital_status": "NOT LISTED"
            },
            "employer": {
                "name": "NY WORK CO",
                "address": {
                    "city": "NEW YORK",
                    "line1": "40 WALL STREET",
                    "line2": "FLR 40",
                    "state_code": "NY",
                    "postal_code": "10005"
                }
            },
            "paystub_details": {
                "pay_date": "2022-11-15",
                "pay_frequency": null,
                "paystub_provider": null,
                "pay_period_end_date": "2022-11-15",
                "pay_period_start_date": "2022-11-15",
                "pay_frequency_captured": "NOT LISTED"
            },
            "employment_details": {
                "hire_date": null,
                "pay_basis": "NOT LISTED",
                "hourly_rate": {
                    "amount": null,
                    "currency": null
                },
                "annual_salary": {
                    "amount": null,
                    "currency": null
                }
            },
            "confidence_scores": [
                {
                    "confidence": 1.0,
                    "key": "net_pay.totals.current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.totals[0].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.totals[0].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.totals.ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.annual_salary.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.city"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.line1"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.line2"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.postal_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.state_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.name"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.city"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.line1"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.line2"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.postal_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.state_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.name"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.hire_date"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.hourly_rate.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.marital_status"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.pay_basis"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_date"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_frequency_captured"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_period_end_date"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_period_start_date"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.paystub_provider"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.taxpayer_id.last_4_digits"
                }
            ]
        },
        {
            "uuid": "{{paystub_uuid}}",
            "book_uuid": "{{book_uuid}}",
            "doc_uuid": "{{uploaded_doc_uuid}}",
            "status": "COMPLETED",
            "doc_page_numbers": [
                1
            ],
            "rejection_reason": null,
            "uploaded_image_bucket_uuid": null,
            "net_pay": {
                "totals": {
                    "ytd_pay": {
                        "amount": "8952.65",
                        "currency": "USD"
                    },
                    "current_pay": {
                        "amount": "963.60",
                        "currency": "USD"
                    },
                    "description": "NET PAY",
                    "canonical_description": null
                },
                "distribution_details": [
                    {
                        "bank_name": "UNION CREDIT BANK",
                        "current_pay": {
                            "amount": "100.00",
                            "currency": "USD"
                        },
                        "description": "UNION CREDIT BANK SAVINGS 5252",
                        "account_number": "5252",
                        "bank_account_type": "SAVINGS"
                    },
                    {
                        "bank_name": "FEDERAL CREDIT UNION",
                        "current_pay": {
                            "amount": "863.60",
                            "currency": "USD"
                        },
                        "description": "FEDERAL CREDIT UNION CHECKING 3328",
                        "account_number": "3328",
                        "bank_account_type": "CHECKING"
                    }
                ]
            },
            "earnings": {
                "totals": [
                    {
                        "ytd_pay": {
                            "amount": "14850.00",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "1600.00",
                            "currency": "USD"
                        },
                        "description": "GROSS PAY",
                        "current_hours": null,
                        "canonical_description": null
                    }
                ],
                "subtotals": [
                    {
                        "ytd_pay": {
                            "amount": "5250.00",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "0.00",
                            "currency": "USD"
                        },
                        "description": "ANNUAL BONUS",
                        "current_rate": null,
                        "current_hours": null,
                        "canonical_description": "BONUS"
                    },
                    {
                        "ytd_pay": {
                            "amount": "9600.00",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "1600.00",
                            "currency": "USD"
                        },
                        "description": "REGULAR",
                        "current_rate": "20.00",
                        "current_hours": "80.00",
                        "canonical_description": "REGULAR PAY"
                    }
                ]
            },
            "deductions": {
                "totals": [
                    {
                        "ytd_pay": {
                            "amount": "5897.35",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "636.40",
                            "currency": "USD"
                        },
                        "description": "DEDUCTIONS",
                        "canonical_description": null
                    }
                ],
                "subtotals": [
                    {
                        "ytd_pay": {
                            "amount": "920.70",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "99.20",
                            "currency": "USD"
                        },
                        "description": "SOCIAL SECURITY",
                        "canonical_description": "SOCIAL SECURITY TAX"
                    },
                    {
                        "ytd_pay": {
                            "amount": "215.36",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "23.20",
                            "currency": "USD"
                        },
                        "description": "MEDICARE",
                        "canonical_description": "MEDICARE TAX"
                    },
                    {
                        "ytd_pay": {
                            "amount": "3267.00",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "352.00",
                            "currency": "USD"
                        },
                        "description": "FEDERAL TAX",
                        "canonical_description": "FEDERAL WITHHOLDINGS"
                    },
                    {
                        "ytd_pay": {
                            "amount": "417.66",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "46.00",
                            "currency": "USD"
                        },
                        "description": "HEALTH PLAN",
                        "canonical_description": "MEDICAL"
                    },
                    {
                        "ytd_pay": {
                            "amount": "1076.63",
                            "currency": "USD"
                        },
                        "current_pay": {
                            "amount": "116.00",
                            "currency": "USD"
                        },
                        "description": "STATE TAX",
                        "canonical_description": "STATE TAX"
                    }
                ]
            },
            "employee": {
                "name": "TAMIKA S. NOTE",
                "address": {
                    "city": "SAN JOSE",
                    "line1": "4654 SYCAMORE ST.",
                    "line2": null,
                    "state_code": "CA",
                    "postal_code": "95113"
                },
                "taxpayer_id": {
                    "id_type": "SSN",
                    "last_4_digits": "2323"
                },
                "marital_status": "SINGLE"
            },
            "employer": {
                "name": "INSTANT CARD NATIONAL",
                "address": {
                    "city": "OAKLAND",
                    "line1": "2712 WHITE RIVER AVE.",
                    "line2": null,
                    "state_code": "CA",
                    "postal_code": "94621"
                }
            },
            "paystub_details": {
                "pay_date": "2022-03-18",
                "pay_frequency": "BI_WEEKLY",
                "paystub_provider": null,
                "pay_period_end_date": "2022-03-17",
                "pay_period_start_date": "2022-03-04",
                "pay_frequency_captured": "NOT LISTED"
            },
            "employment_details": {
                "hire_date": null,
                "pay_basis": "NOT LISTED",
                "hourly_rate": {
                    "amount": null,
                    "currency": null
                },
                "annual_salary": {
                    "amount": null,
                    "currency": null
                }
            },
            "confidence_scores": [
                {
                    "confidence": 1.0,
                    "key": "deductions.totals[0].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[1].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.totals[0].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[0].bank_name"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[1].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[0].description"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[4].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[0].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[1].bank_name"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[1].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[4].description"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[0].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[0].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.totals[0].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[2].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[3].description"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[0].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[1].bank_account_type"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[2].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[1].account_number"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[4].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[1].current_hours"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[1].description"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[0].account_number"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[1].current_rate"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[1].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[0].description"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[3].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[2].description"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.totals.current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[3].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[0].ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.distribution_details[0].bank_account_type"
                },
                {
                    "confidence": 1.0,
                    "key": "earnings.subtotals[1].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.subtotals[1].description"
                },
                {
                    "confidence": 1.0,
                    "key": "deductions.totals[0].current_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "net_pay.totals.ytd_pay.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.annual_salary.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.city"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.line1"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.line2"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.postal_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.address.state_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.name"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.city"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.line1"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.line2"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.postal_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.address.state_code"
                },
                {
                    "confidence": 1.0,
                    "key": "employer.name"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.hire_date"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.hourly_rate.amount"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.marital_status"
                },
                {
                    "confidence": 1.0,
                    "key": "employment_details.pay_basis"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_date"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_frequency_captured"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_period_end_date"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.pay_period_start_date"
                },
                {
                    "confidence": 1.0,
                    "key": "paystub_details.paystub_provider"
                },
                {
                    "confidence": 1.0,
                    "key": "employee.taxpayer_id.last_4_digits"
                }
            ]
        }
    ],
    "message": "OK"
}

Document pay stub data

Use the Doc pay stub data endpoint to get field data specific to a single pay stub in the Book. This endpoint can only be used for pay stubs that were individually uploaded as their own document, with their type specified as 'PAYSTUB'. It functions as a filtered version of the Book Pay Stub Data endpoint. The response will include employee and employer information, pay period dates, year-to-date pay details, and detailed amounts for both earnings and deductions specific to the requested pay stub. To utilize this endpoint, use the document UUID associated with the pay stub, as returned in the Book Classification endpoint response (doc_uuid) or the Book Status endpoint response (Docs array.UUID).

Provided below are the request and response samples.

curl --location --request GET 'https://api.ocrolus.com/v2/document/{{uploaded_doc_uuid}}/paystub' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{token}}' 
{
    "status": 200,
    "response": [
        {
            "uuid": "{{paystub_uuid}}",
            "book_uuid": "{{book_uuid}}",
            "doc_uuid": "{{uploaded_doc_uuid}}",
            "status": "COMPLETED",
            "doc_page_numbers": [
                1
            ],
            "rejection_reason": null,
            "uploaded_image_bucket_uuid": null,
            "net_pay": {
                "totals": {
                    "ytd_pay": {
                        "amount": "8952.65",
                        "currency": "USD"
                    },
                    "current_pay": {
                        "amount": "963.60",
                        "currency": "USD"
                    },
                    "description": "NET PAY",
                    "canonical_description": null
                },
                "distribution_details": [
                    {
                        "bank_name": "UNION CREDIT BANK",
                        "current_pay": {
                            "amount": "100.00",
                            "currency": "USD"
                        },
                        "description": "UNION CREDIT BANK SAVINGS 5252",
                        "account_number": "5252",
                        "bank_account_type": "SAVINGS"
                    },
                    {
                        "bank_name": "FEDERAL CREDIT UNION",
                        "current_pay": {
                            "amount": "863.60",