Complete Document AI Schema Configuration (For Reference Only)
After you create a Document AI processor configuration for bank statement extraction, Data 360 Document AI returns data in this format. Use this as starting point for additional use cases. See more Document AI example schemas.
See detailed descriptions and examples for each primary fields in the document schema configuration.
| Field Name | Type | Description | Example |
|---|---|---|---|
| account_holder_name | string | Customer name | "Sumit Sharma" |
| account_holder_address | String | Multi-line address | "TECH SOLUTIONS\n2ND FLOOR..." |
| branch_address | String | Bank branch location | "KASTURI UDYOG, SHOP NO 45..." |
| city | String | City name | "Mumbai" |
| state | String | State/Province | "MAHARASHTRA" |
| phone_no | String | Contact number | "022-61606161" |
| currency | String | Currency code | "INR", "USD" |
| String | Email address | "example@gmail.com" | |
| other_account_open_date | String | Account opening date | "22/04/2016" |
| Monthly salary | String | Pre-extracted salary | "85,000.00" |
| home_loan_taken | boolean | Has home loan? | true/false |
| auto_loan_taken | boolean | Has auto loan? | true/false |
| transactions | Array | List of transactions | See below |
The transaction array contains the objects detailing the financial activity in the bank statement, defined by the following fields.
| Field | Type | Description |
|---|---|---|
| date | String | Transaction date (DD/MM/YY) |
| transaction_description | String | Description/narration |
| reference_number | String/Null | Transaction reference |
| value_date | String | Value date (DD/MM/YY) |
| withdrawal | Number/Null | Debit amount |
| deposit | Number/Null | Credit amount |
| balance | Number | Running balance |
- Step 2 - Create Flow to Retrieve File ID from Email Address: Create a screen flow to identify the bank statement file from the customer's email address.