Stock Purchase Plan Payment

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This is a document that confirms a financial transaction in which an employee contributes a portion of their salary towards the purchase of company stock as part of an employee stock purchase plan.

To use the Upload PDF endpoint for this document, you must use STOCK_PURCHASE_PLAN_PAYMENT in the form_type parameter.

Field descriptions

The following fields are available on this document type:

JSON Attribute	Data Type	Description
`stock_purchase_plan_payment-Part1-General:dateOfPayment1`	Date	Date Of Payment 1
`stock_purchase_plan_payment-Part1-General:paymentAmount1`	Money	Payment Amount 1
`stock_purchase_plan_payment-Part1-General:paymentMethod1`	`CASH`, `MONEY ORDER`, `CHECK`, `ONLINE`, `OTHER`	Payment Method 1
`stock_purchase_plan_payment-Part1-General:paymentMethod-Other1`	Text	Payment Method - Other 1
`stock_purchase_plan_payment-Part1-General:dateOfPayment2`	Date	Date Of Payment 2
`stock_purchase_plan_payment-Part1-General:paymentAmount2`	Money	Payment Amount 2
`stock_purchase_plan_payment-Part1-General:paymentMethod2`	`CASH`, `MONEY ORDER`, `CHECK`, `ONLINE`, `OTHER`	Payment Method 2
`stock_purchase_plan_payment-Part1-General:paymentMethod-Other2`	Text	Payment Method - Other 2
`stock_purchase_plan_payment-Part1-General:dateOfPayment3`	Date	Date Of Payment 3
`stock_purchase_plan_payment-Part1-General:paymentAmount3`	Money	Payment Amount 3
`stock_purchase_plan_payment-Part1-General:paymentMethod3`	`CASH`, `MONEY ORDER`, `CHECK`, `ONLINE`, `OTHER`	Payment Method 3
`stock_purchase_plan_payment-Part1-General:paymentMethod-Other3`	Text	Payment Method - Other 3
`stock_purchase_plan_payment-Part1-General:dateOfPayment4`	Date	Date Of Payment 4
`stock_purchase_plan_payment-Part1-General:paymentAmount4`	Money	Payment Amount 4
`stock_purchase_plan_payment-Part1-General:paymentMethod4`	`CASH`, `MONEY ORDER`, `CHECK`, `ONLINE`, `OTHER`	Payment Method 4
`stock_purchase_plan_payment-Part1-General:paymentMethod-Other4`	Text	Payment Method - Other 4
`stock_purchase_plan_payment-Part1-General:dateOfPayment5`	Date	Date Of Payment 5
`stock_purchase_plan_payment-Part1-General:paymentAmount5`	Money	Payment Amount 5
`stock_purchase_plan_payment-Part1-General:paymentMethod5`	`CASH`, `MONEY ORDER`, `CHECK`, `ONLINE`, `OTHER`	Payment Method 5
`stock_purchase_plan_payment-Part1-General:paymentMethod-Other5`	Text	Payment Method - Other 5
`stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyName`	Text	Employer/Company Name
`stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyAddress:addressLine1`	Text	Employer/Company Address
`stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyAddress:addressLine2`	Text	Employer/Company Address
`stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyAddress:city`	Text	Employer/Company Address
`stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyAddress:state`	State	Employer/Company Address
`stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyAddress:zipcode`	ZIP Code	Employer/Company Address
`stock_purchase_plan_payment-Part3-EmployeeInformation:employeeName`	Text	Employee Name
`stock_purchase_plan_payment-Part3-EmployeeInformation:employeeAddress:addressLine1`	Text	Employee Address
`stock_purchase_plan_payment-Part3-EmployeeInformation:employeeAddress:addressLine2`	Text	Employee Address
`stock_purchase_plan_payment-Part3-EmployeeInformation:employeeAddress:city`	Text	Employee Address
`stock_purchase_plan_payment-Part3-EmployeeInformation:employeeAddress:state`	State	Employee Address
`stock_purchase_plan_payment-Part3-EmployeeInformation:employeeAddress:zipcode`	ZIP Code	Employee Address
`stock_purchase_plan_payment-Part4-AccountInformation:accountNumber`	Text	Account Number
`stock_purchase_plan_payment-Part4-AccountInformation:accountType`	`CHECKING ACCOUNT`, `SAVINGS ACCOUNT`, `BROKERAGE ACCOUNT`, `OTHER`	Account Type
`stock_purchase_plan_payment-Part4-AccountInformation:totalPurchasePrice`	Money	Total Purchase Price
`stock_purchase_plan_payment-Part4-AccountInformation:dueDate`	Date	Due Date
`stock_purchase_plan_payment-Part4-AccountInformation:dueAmount`	Money	Due Amount

Sample document

drive.google.com

API - STOCK PURCHASE PLAN PAYMENT.pdf

Sample JSON result

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  "uuid": "80b9189e-86db-4881-9986-7eb730b94260",
  "name": "API - Q2 All Capture forms",
  "created": "2023-09-08T18:29:49Z",
  "created_ts": "2023-09-08T18:29:48Z",
  "verified_pages_count": 89,
  "book_status": "ACTIVE",
  "id": 39003158,
  "forms": [
    {
      "pk": 49666408,
      "uuid": "6bb04073-df15-49d1-ac6e-5150fdff7caf",
      "uploaded_doc_pk": 59900549,
      "form_type": "STOCK_PURCHASE_PLAN_PAYMENT",
      "raw_fields": {
        "stock_purchase_plan_payment-Part1-General:dateOfPayment1": {
          "value": "12/31/2020",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part1-General:dateOfPayment2": {
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          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
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        "stock_purchase_plan_payment-Part1-General:dateOfPayment5": {
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          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part1-General:paymentAmount1": {
          "value": "1000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
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        "stock_purchase_plan_payment-Part1-General:paymentAmount2": {
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        "stock_purchase_plan_payment-Part1-General:paymentAmount4": {
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          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part1-General:paymentMethod1": {
          "value": "ONLINE",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part1-General:paymentMethod2": {
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          "is_empty": true,
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          "confidence": 1.0
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        "stock_purchase_plan_payment-Part1-General:paymentMethod3": {
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          "confidence": 1.0
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        "stock_purchase_plan_payment-Part1-General:paymentMethod4": {
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          "is_empty": true,
          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part1-General:paymentMethod5": {
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          "is_empty": true,
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          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part4-AccountInformation:dueDate": {
          "value": "01/05/2021",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part1-General:paymentMethod-Other1": {
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          "confidence": 1.0
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        "stock_purchase_plan_payment-Part4-AccountInformation:accountType": {
          "value": "BROKERAGE ACCOUNT",
          "is_empty": false,
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          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
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        "stock_purchase_plan_payment-Part4-AccountInformation:accountNumber": {
          "value": "123456789",
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          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part3-Employee Information:employeeName": {
          "value": "JOHN SAMPLE",
          "is_empty": false,
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          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part4-AccountInformation:totalPurchasePrice": {
          "value": "10467.48",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part3-Employee Information:employeeAddress:city": {
          "value": "FAKE CITY",
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          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
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          "is_empty": false,
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          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
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        "stock_purchase_plan_payment-Part3-Employee Information:employeeAddress:zipcode": {
          "value": "12345-6789",
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          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyName": {
          "value": "ABC MORTGAGE LLC",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part3-Employee Information:employeeAddress:addressLine1": {
          "value": "123 FAKE STREET",
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          "alias_used": null,
          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
          "confidence": 1.0
        },
        "stock_purchase_plan_payment-Part3-Employee Information:employeeAddress:addressLine2": {
          "value": "UNIT 12",
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          "alias_used": null,
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          "confidence": 1.0
        },
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        },
        "stock_purchase_plan_payment-Part2-Employer/CompanyInformation:employer/companyAddress:addressLine1": {
          "value": "123 FAKE MEMORIAL STREET",
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          "source_filename": "API - STOCK PURCHASE PLAN PAYMENT.pdf",
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        },
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        }
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      "tables": [],
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}

Updated 5 months ago