Financial Document OCR Node.js
The Node.js OCR SDK supports the Financial Document API.
Using the sample below, we are going to illustrate how to extract the data that we want using the OCR SDK.
Quick-Start
const mindee = require("mindee");
// for TS or modules:
// import * as mindee from "mindee";
// Init a new client
const mindeeClient = new mindee.Client({ apiKey: "my-api-key" });
// Load a file from disk
const inputSource = mindeeClient.docFromPath("/path/to/the/file.ext");
// Parse the file
const apiResponse = mindeeClient.parse(
mindee.product.FinancialDocumentV1,
inputSource
);
// Handle the response Promise
apiResponse.then((resp) => {
// print a string summary
console.log(resp.document.toString());
});
You can also call this product asynchronously:
const mindee = require("mindee");
// for TS or modules:
// import * as mindee from "mindee";
// Init a new client
const mindeeClient = new mindee.Client({ apiKey: "my-api-key" });
// Load a file from disk
const inputSource = mindeeClient.docFromPath("/path/to/the/file.ext");
// Parse the file
const apiResponse = mindeeClient.enqueueAndParse(
mindee.product.FinancialDocumentV1,
inputSource
);
// Handle the response Promise
apiResponse.then((resp) => {
// print a string summary
console.log(resp.document.toString());
});
Output (RST):
########
Document
########
:Mindee ID: b26161ce-35d0-4984-b1ff-886645e160e6
:Filename: default_sample.jpg
Inference
#########
:Product: mindee/financial_document v1.11
:Rotation applied: Yes
Prediction
==========
:Locale: en-US; en; US; USD;
:Invoice Number: INT-001
:Purchase Order Number: 2412/2019
:Receipt Number:
:Document Number: INT-001
:Reference Numbers: 2412/2019
:Purchase Date: 2019-11-02
:Due Date: 2019-02-26
:Payment Date: 2019-02-26
:Total Net: 195.00
:Total Amount: 204.75
:Taxes:
+---------------+--------+----------+---------------+
| Base | Code | Rate (%) | Amount |
+===============+========+==========+===============+
| | | 5.00 | 9.75 |
+---------------+--------+----------+---------------+
:Supplier Payment Details:
:Supplier Name: JOHN SMITH
:Supplier Company Registrations:
:Supplier Address: 4490 Oak Drive Albany, NY 12210
:Supplier Phone Number:
:Customer Name: JESSIE M HORNE
:Supplier Website:
:Supplier Email:
:Customer Company Registrations:
:Customer Address: 2019 Redbud Drive New York, NY 10011
:Customer ID: 1234567890
:Shipping Address: 2019 Redbud Drive New York, NY 10011
:Billing Address: 4312 Wood Road New York, NY 10031
:Document Type: INVOICE
:Purchase Subcategory:
:Purchase Category: miscellaneous
:Total Tax: 9.75
:Tip and Gratuity:
:Purchase Time:
:Line Items:
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
| Description | Product code | Quantity | Tax Amount | Tax Rate (%) | Total Amount | Unit of measure | Unit Price |
+======================================+==============+==========+============+==============+==============+=================+============+
| Front and rear brake cables | | 1.00 | | | 100.00 | | 100.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
| New set of pedal arms | | 2.00 | | | 50.00 | | 25.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
| Labor 3hrs | | 3.00 | | | 45.00 | | 15.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
Page Predictions
================
Page 0
------
:Locale: en-US; en; US; USD;
:Invoice Number: INT-001
:Purchase Order Number: 2412/2019
:Receipt Number:
:Document Number: INT-001
:Reference Numbers: 2412/2019
:Purchase Date: 2019-11-02
:Due Date: 2019-02-26
:Payment Date: 2019-02-26
:Total Net: 195.00
:Total Amount: 204.75
:Taxes:
+---------------+--------+----------+---------------+
| Base | Code | Rate (%) | Amount |
+===============+========+==========+===============+
| | | 5.00 | 9.75 |
+---------------+--------+----------+---------------+
:Supplier Payment Details:
:Supplier Name: JOHN SMITH
:Supplier Company Registrations:
:Supplier Address: 4490 Oak Drive Albany, NY 12210
:Supplier Phone Number:
:Customer Name: JESSIE M HORNE
:Supplier Website:
:Supplier Email:
:Customer Company Registrations:
:Customer Address: 2019 Redbud Drive New York, NY 10011
:Customer ID: 1234567890
:Shipping Address: 2019 Redbud Drive New York, NY 10011
:Billing Address: 4312 Wood Road New York, NY 10031
:Document Type: INVOICE
:Purchase Subcategory:
:Purchase Category: miscellaneous
:Total Tax: 9.75
:Tip and Gratuity:
:Purchase Time:
:Line Items:
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
| Description | Product code | Quantity | Tax Amount | Tax Rate (%) | Total Amount | Unit of measure | Unit Price |
+======================================+==============+==========+============+==============+==============+=================+============+
| Front and rear brake cables | | 1.00 | | | 100.00 | | 100.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
| New set of pedal arms | | 2.00 | | | 50.00 | | 25.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
| Labor 3hrs | | 3.00 | | | 45.00 | | 15.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+-----------------+------------+
Field Types
Standard Fields
These fields are generic and used in several products.
Basic Field
Each prediction object contains a set of fields that inherit from the generic Field
class.
A typical Field
object will have the following attributes:
- value (
number | string
): corresponds to the field value. Can beundefined
if no value was extracted. - confidence (
number
): the confidence score of the field prediction. - boundingBox (
[Point, Point, Point, Point]
): contains exactly 4 relative vertices (points) coordinates of a right rectangle containing the field in the document. - polygon (
Point[]
): contains the relative vertices coordinates (Point
) of a polygon containing the field in the image. - pageId (
number
): the ID of the page, alwaysundefined
when at document-level. - reconstructed (
boolean
): indicates whether an object was reconstructed (not extracted as the API gave it).
Note: A
Point
simply refers to an array of two numbers ([number, number]
).
Aside from the previous attributes, all basic fields have access to a toString()
method that can be used to print their value as a string.
Amount Field
The amount field AmountField
only has one constraint: its value is a number
(or undefined
).
Classification Field
The classification field ClassificationField
does not implement all the basic Field
attributes. It only implements value, confidence and pageId.
Note: a classification field's
value is always a
string`.
Company Registration Field
Aside from the basic Field
attributes, the company registration field CompanyRegistrationField
also implements the following:
- type (
string
): the type of company.
Date Field
Aside from the basic Field
attributes, the date field DateField
also implements the following:
- dateObject (
Date
): an accessible representation of the value as a JavaScript object.
Locale Field
The locale field LocaleField
only implements the value, confidence and pageId base Field
attributes, but it comes with its own:
- language (
string
): ISO 639-1 language code (e.g.:en
for English). Can beundefined
. - country (
string
): ISO 3166-1 alpha-2 or ISO 3166-1 alpha-3 code for countries (e.g.:GRB
orGB
for "Great Britain"). Can beundefined
. - currency (
string
): ISO 4217 code for currencies (e.g.:USD
for "US Dollars"). Can beundefined
.
Payment Details Field
Aside from the basic Field
attributes, the payment details field PaymentDetailsField
also implements the following:
- accountNumber (
string
): number of an account, expressed as a string. Can beundefined
. - iban (
string
): International Bank Account Number. Can beundefined
. - routingNumber (
string
): routing number of an account. Can beundefined
. - swift (
string
): the account holder's bank's SWIFT Business Identifier Code (BIC). Can beundefined
.
String Field
The text field StringField
only has one constraint: its value is a string
(or undefined
).
Taxes Field
Tax
Aside from the basic Field
attributes, the tax field TaxField
also implements the following:
- rate (
number
): the tax rate applied to an item can be expressed as a percentage. Can beundefined
. - code (
string
): tax code (or equivalent, depending on the origin of the document). Can beundefined
. - base (
number
): base amount used for the tax. Can beundefined
.
Note: currently
TaxField
is not used on its own, and is accessed through a parentTaxes
object, an array-like structure.
Taxes (Array)
The Taxes
field represents an array-like collection of TaxField
objects. As it is the representation of several objects, it has access to a custom toString()
method that can render a TaxField
object as a table line.
Specific Fields
Fields which are specific to this product; they are not used in any other product.
Line Items Field
List of line item details.
A FinancialDocumentV1LineItem
implements the following attributes:
description
(string): The item description.productCode
(string): The product code referring to the item.quantity
(number): The item quantitytaxAmount
(number): The item tax amount.taxRate
(number): The item tax rate in percentage.totalAmount
(number): The item total amount.unitMeasure
(string): The item unit of measure.unitPrice
(number): The item unit price.
Attributes
The following fields are extracted for Financial Document V1:
Billing Address
billingAddress (StringField): The customer's address used for billing.
console.log(result.document.inference.prediction.billingAddress.value);
Purchase Category
category (ClassificationField): The purchase category among predefined classes.
Possible values include:
- toll
- food
- parking
- transport
- accommodation
- gasoline
- telecom
- miscellaneous
console.log(result.document.inference.prediction.category.value);
Customer Address
customerAddress (StringField): The address of the customer.
console.log(result.document.inference.prediction.customerAddress.value);
Customer Company Registrations
customerCompanyRegistrations (CompanyRegistrationField[]): List of company registrations associated to the customer.
for (const customerCompanyRegistrationsElem of result.document.inference.prediction.customerCompanyRegistrations) {
console.log(customerCompanyRegistrationsElem.value);
}
Customer ID
customerId (StringField): The customer account number or identifier from the supplier.
console.log(result.document.inference.prediction.customerId.value);
Customer Name
customerName (StringField): The name of the customer.
console.log(result.document.inference.prediction.customerName.value);
Purchase Date
date (DateField): The date the purchase was made.
console.log(result.document.inference.prediction.date.value);
Document Number
documentNumber (StringField): The document number or identifier.
console.log(result.document.inference.prediction.documentNumber.value);
Document Type
documentType (ClassificationField): One of: 'INVOICE', 'CREDIT NOTE', 'CREDIT CARD RECEIPT', 'EXPENSE RECEIPT'.
Possible values include:
- INVOICE
- CREDIT NOTE
- CREDIT CARD RECEIPT
- EXPENSE RECEIPT
console.log(result.document.inference.prediction.documentType.value);
Due Date
dueDate (DateField): The date on which the payment is due.
console.log(result.document.inference.prediction.dueDate.value);
Invoice Number
invoiceNumber (StringField): The invoice number or identifier only if document is an invoice.
console.log(result.document.inference.prediction.invoiceNumber.value);
Line Items
lineItems (FinancialDocumentV1LineItem[]): List of line item details.
for (const lineItemsElem of result.document.inference.prediction.lineItems) {
console.log(lineItemsElem.value);
}
Locale
locale (LocaleField): The locale detected on the document.
console.log(result.document.inference.prediction.locale.value);
Payment Date
paymentDate (DateField): The date on which the payment is due / fullfilled.
console.log(result.document.inference.prediction.paymentDate.value);
Purchase Order Number
poNumber (StringField): The purchase order number.
console.log(result.document.inference.prediction.poNumber.value);
Receipt Number
receiptNumber (StringField): The receipt number or identifier only if document is a receipt.
console.log(result.document.inference.prediction.receiptNumber.value);
Reference Numbers
referenceNumbers (StringField[]): List of Reference numbers, including PO number.
for (const referenceNumbersElem of result.document.inference.prediction.referenceNumbers) {
console.log(referenceNumbersElem.value);
}
Shipping Address
shippingAddress (StringField): The customer's address used for shipping.
console.log(result.document.inference.prediction.shippingAddress.value);
Purchase Subcategory
subcategory (ClassificationField): The purchase subcategory among predefined classes for transport and food.
Possible values include:
- plane
- taxi
- train
- restaurant
- shopping
console.log(result.document.inference.prediction.subcategory.value);
Supplier Address
supplierAddress (StringField): The address of the supplier or merchant.
console.log(result.document.inference.prediction.supplierAddress.value);
Supplier Company Registrations
supplierCompanyRegistrations (CompanyRegistrationField[]): List of company registrations associated to the supplier.
for (const supplierCompanyRegistrationsElem of result.document.inference.prediction.supplierCompanyRegistrations) {
console.log(supplierCompanyRegistrationsElem.value);
}
Supplier Email
supplierEmail (StringField): The email of the supplier or merchant.
console.log(result.document.inference.prediction.supplierEmail.value);
Supplier Name
supplierName (StringField): The name of the supplier or merchant.
console.log(result.document.inference.prediction.supplierName.value);
Supplier Payment Details
supplierPaymentDetails (PaymentDetailsField[]): List of payment details associated to the supplier.
for (const supplierPaymentDetailsElem of result.document.inference.prediction.supplierPaymentDetails) {
console.log(supplierPaymentDetailsElem.value);
console.log(supplierPaymentDetailsElem.rate);
console.log(supplierPaymentDetailsElem.code);
console.log(supplierPaymentDetailsElem.basis);
}
Supplier Phone Number
supplierPhoneNumber (StringField): The phone number of the supplier or merchant.
console.log(result.document.inference.prediction.supplierPhoneNumber.value);
Supplier Website
supplierWebsite (StringField): The website URL of the supplier or merchant.
console.log(result.document.inference.prediction.supplierWebsite.value);
Taxes
taxes (TaxField[]): List of tax lines information.
for (const taxesElem of result.document.inference.prediction.taxes) {
console.log(taxesElem.value);
}
Purchase Time
time (StringField): The time the purchase was made.
console.log(result.document.inference.prediction.time.value);
Tip and Gratuity
tip (AmountField): The total amount of tip and gratuity
console.log(result.document.inference.prediction.tip.value);
Total Amount
totalAmount (AmountField): The total amount paid: includes taxes, tips, fees, and other charges.
console.log(result.document.inference.prediction.totalAmount.value);
Total Net
totalNet (AmountField): The net amount paid: does not include taxes, fees, and discounts.
console.log(result.document.inference.prediction.totalNet.value);
Total Tax
totalTax (AmountField): The total amount of taxes.
console.log(result.document.inference.prediction.totalTax.value);
Questions?
Updated about 1 month ago