Certificate of Status

This section describes how to build your custom OCR API to extract data from Certificate of Status using the API Builder. A certificate of status is a written document from the state that verifies that your business is properly registered with the state and is legally authorized to conduct business.

Prerequisites

You’ll need at least 20 Certificate of Status images or pdfs to train your OCR.

Define Your Certificate of Status Use Case

Using the Certificate of Status below, we’re going to define the fields we want to extract from it.
Certificate of StatusCertificate of Status

  • Entity name: The full name of the entity
  • File Number: The file number of your certificate of status
  • Formation date: The creation date of your entity
  • Type: The type of entity
  • Jurisdiction: The jurisdiction that your entity depends on
  • Status: The status of your entity

That’s it for this example. Feel free to add any other relevant data that fits your requirement.

Deploy Your API

Once you have defined the list of fields you want to extract from your Certificate of Status, head over to the platform and follow these steps:

  1. Click on the Create a new API button on the right.

  2. Next, fill in the basic information about the API you want to create as seen
    Set up your APISet up your API

  3. Click on the Next button. The following page allows you to define and add your data model.

Define Your Model

There are two ways to add fields to your data model.

Document data modelDocument data model

Upload a JSON Config

To add data fields using JSON config upload.

  1. Copy the following JSON into a file
{
  "problem_type": {
    "classificator": { "features": [], "features_name": [] },
    "selector": {
      "features": [
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "entity_name",
          "public_name": "Entity name",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "is_integer": -1 } },
          "handwritten": false,
          "name": "file_number",
          "public_name": "File Number",
          "semantics": "amount"
        },
        {
          "cfg": { "filter": { "convention": "US" } },
          "handwritten": false,
          "name": "formation_date",
          "public_name": "Formation Date",
          "semantics": "date"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "type",
          "public_name": "Type",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "jurisdiction",
          "public_name": "Jurisdiction",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "status",
          "public_name": "Status",
          "semantics": "word"
        }
      ],
      "features_name": [
        "entity_name",
        "file_number",
        "formation_date",
        "type",
        "jurisdiction",
        "status"
      ]
    }
  }
}
  1. Click on Upload a json config
  2. The data model will be automatically filled.
  3. Click on Create API at the bottom of the screen.

Document data model filledDocument data model filled

Manually Add Data

Using the interface, you can manually add each field for the data you are extracting. In our example, here are the different field configurations we used:

  • Entity name: type String that never contains numeric characters.
  • File Number: type Number without specifications.
  • Formation Date: type Date with US format.
  • Type: type String that never contains numeric characters.
  • Jurisdiction: type String that never contains numeric characters.
  • Status: type String that never contains numeric characters.

Once you’re done setting up your data model, click the Create API button at the bottom of the screen.

Document data model filledDocument data model filled

Train Your Certificate of Status OCR

You’re all set! Now it's time to train your Certificate of Status deep learning model in the Training section of our API.

Train your modelTrain your model

  1. Upload one file at a time or a zip bundle of many files.
  2. Click on the field input on the right, and the blue box on the left highlights all the corresponding field candidates in the document.
  3. Next, click on the validate arrow for all the field inputs.
  4. Once you have selected the proper box(es) for each of your fields as displayed on the right-hand side, click on the validate button located at the right-side bottom to send an annotation for the model you have created.
  5. Repeat this process until you have trained 20 documents to create a trained model.

To get more information about the training phase, please refer to the Getting Started tutorial.

 

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