# 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](https://help.salesforce.com/s/articleView?id=data.c360\_a_document_ai_schema_ref.htm\&type=5).

```JSON
{
  "account_holder_name": "string",
  "account_holder_address": "string (multi-line with \\n)",
  "branch_address": "string",
  "city": "string",
  "state": "string",
  "phone_no": "string",
  "currency": "string (e.g., INR, USD)",
  "email": "string",
  "other_account_open_date": "string (DD/MM/YYYY)",
  "Monthly salary": "string (e.g., '85,000.00')",
  "home_loan_taken": true,
  "auto_loan_taken": false,
  "transactions": [
    {
      "date": "string (DD/MM/YY)",
      "transaction_description": "string",
      "reference_number": "string or null",
      "value_date": "string (DD/MM/YY)",
      "withdrawal": null,
      "deposit": null,
      "balance": 0
    }
  ]
}

```

## Field Descriptions

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"                   |
| email                   | 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                      |

## Transaction Object Schema

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             |

## Next Step

- [Step 2 - Create Flow to Retrieve File ID from Email Address](/docs/ai/loan-agent/guide/aes-create-flow-to-retrieve-file-id.md): Create a screen flow to identify the bank statement file from the customer's email address.
