Financial Document OCR PHP
The PHP 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
<?php
use Mindee\Client;
use Mindee\Product\FinancialDocument\FinancialDocumentV1;
// Init a new client
$mindeeClient = new Client("my-api-key");
// Load a file from disk
$inputSource = $mindeeClient->sourceFromPath("/path/to/the/file.ext");
// Parse the file
$apiResponse = $mindeeClient->parse(FinancialDocumentV1::class, $inputSource);
echo strval($apiResponse->document);
Output (RST):
########
Document
########
:Mindee ID: a6b54e2d-a7fa-4e08-8de6-6cd296f50f3d
:Filename: default_sample.jpg
Inference
#########
:Product: mindee/financial_document v1.2
:Rotation applied: Yes
Prediction
==========
:Locale: en; en; USD;
:Invoice Number: INT-001
:Reference Numbers: 2412/2019
:Purchase Date: 2019-02-11
:Due 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
:Customer Company Registrations:
:Customer Address: 2019 Redbud Drive New York, NY 10011
: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 Price |
+======================================+==============+==========+============+==============+==============+============+
| Front and rear brake cables | | 1.00 | | | 100.00 | 100.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
| New set of pedal arms | | 2.00 | | | 50.00 | 25.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
| Labon 3hrs | | 3.00 | | | 45.00 | 15.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
Page Predictions
================
Page 0
------
:Locale: en; en; USD;
:Invoice Number: INT-001
:Reference Numbers: 2412/2019
:Purchase Date: 2019-02-11
:Due 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
:Customer Company Registrations:
:Customer Address: 2019 Redbud Drive New York, NY 10011
: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 Price |
+======================================+==============+==========+============+==============+==============+============+
| Front and rear brake cables | | 1.00 | | | 100.00 | 100.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
| New set of pedal arms | | 2.00 | | | 50.00 | 25.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
| Labon 3hrs | | 3.00 | | | 45.00 | 15.00 |
+--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
Field Types
Standard Fields
These fields are generic and used in several products.
BasicField
Each prediction object contains a set of fields that inherit from the generic BaseField
class.
A typical BaseField
object will have the following attributes:
- value (
float|string
): corresponds to the field value. Can benull
if no value was extracted. - confidence (
float
): 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 (
integer
): the ID of the page, isnull
when at document-level. - reconstructed (
bool
): indicates whether an object was reconstructed (not extracted as the API gave it).
Note: A
Point
simply refers to a List of two numbers ([float, float]
).
Aside from the previous attributes, all basic fields have access to a custom __toString
method that can be used to print their value as a string.
AmountField
The amount field AmountField
only has one constraint: its value is an optional ?float
.
ClassificationField
The classification field ClassificationField
does not implement all the basic BaseField
attributes. It only implements value, confidence and pageId.
Note: a classification field's
value is always a
string`.
CompanyRegistrationField
Aside from the basic BaseField
attributes, the company registration field CompanyRegistrationField
also implements the following:
- type (
string
): the type of company.
DateField
Aside from the basic BaseField
attributes, the date field DateField
also implements the following:
- dateObject (
date
): an accessible representation of the value as a php object. Can benull
.
LocaleField
The locale field LocaleField
only implements the value, confidence and pageId base BaseField
attributes, but it comes with its own:
- language (
string
): ISO 639-1 language code (e.g.:en
for English). Can benull
. - country (
string
): ISO 3166-1 alpha-2 or ISO 3166-1 alpha-3 code for countries (e.g.:GRB
orGB
for "Great Britain"). Can benull
. - currency (
string
): ISO 4217 code for currencies (e.g.:USD
for "US Dollars"). Can benull
.
PaymentDetailsField
Aside from the basic BaseField
attributes, the payment details field PaymentDetailsField
also implements the following:
- accountNumber (
string
): number of an account, expressed as a string. Can benull
. - iban (
string
): International Bank Account Number. Can benull
. - routingNumber (
string
): routing number of an account. Can benull
. - swift (
string
): the account holder's bank's SWIFT Business Identifier Code (BIC). Can benull
.
StringField
The text field StringField
only has one constraint: its value is an optional ?string
.
TaxesField
Tax
Aside from the basic BaseField
attributes, the tax field TaxField
also implements the following:
- rate (
float
): the tax rate applied to an item expressed as a percentage. Can benull
. - code (
string
): tax code (or equivalent, depending on the origin of the document). Can benull
. - base (
float
): base amount used for the tax. Can benull
.
Note: currently
TaxField
is not used on its own, and is accessed through a parentTaxes
object, a list-like structure.
Taxes (Array)
The Taxes
field represents a list-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 (
float
): The item quantity - taxAmount (
float
): The item tax amount. - taxRate (
float
): The item tax rate in percentage. - totalAmount (
float
): The item total amount. - unitPrice (
float
): The item unit price.
Attributes
The following fields are extracted for Financial Document V1:
Purchase Category
category : The purchase category among predefined classes.
echo $result->document->inference->prediction->category->value;
Customer Address
customerAddress : The address of the customer.
echo $result->document->inference->prediction->customerAddress->value;
Customer Company Registrations
customerCompanyRegistrations : List of company registrations associated to the customer.
foreach ($result->document->inference->prediction->customerCompanyRegistrations as $customerCompanyRegistrationsElem)
{
echo $customerCompanyRegistrationsElem->value;
}
Customer Name
customerName : The name of the customer.
echo $result->document->inference->prediction->customerName->value;
Purchase Date
date : The date the purchase was made.
echo $result->document->inference->prediction->date->value;
Document Type
documentType : One of: 'INVOICE', 'CREDIT NOTE', 'CREDIT CARD RECEIPT', 'EXPENSE RECEIPT'.
echo $result->document->inference->prediction->documentType->value;
Due Date
dueDate : The date on which the payment is due.
echo $result->document->inference->prediction->dueDate->value;
Invoice Number
invoiceNumber : The invoice number or identifier.
echo $result->document->inference->prediction->invoiceNumber->value;
Line Items
lineItems (List[FinancialDocumentV1LineItem]): List of line item details.
foreach ($result->document->inference->prediction->lineItems as $lineItemsElem)
{
echo $lineItemsElem->value;
}
Locale
locale : The locale detected on the document.
echo $result->document->inference->prediction->locale->value;
Reference Numbers
referenceNumbers : List of Reference numbers, including PO number.
foreach ($result->document->inference->prediction->referenceNumbers as $referenceNumbersElem)
{
echo $referenceNumbersElem->value;
}
Purchase Subcategory
subcategory : The purchase subcategory among predefined classes for transport and food.
echo $result->document->inference->prediction->subcategory->value;
Supplier Address
supplierAddress : The address of the supplier or merchant.
echo $result->document->inference->prediction->supplierAddress->value;
Supplier Company Registrations
supplierCompanyRegistrations : List of company registrations associated to the supplier.
foreach ($result->document->inference->prediction->supplierCompanyRegistrations as $supplierCompanyRegistrationsElem)
{
echo $supplierCompanyRegistrationsElem->value;
}
Supplier Name
supplierName : The name of the supplier or merchant.
echo $result->document->inference->prediction->supplierName->value;
Supplier Payment Details
supplierPaymentDetails : List of payment details associated to the supplier.
foreach ($result->document->inference->prediction->supplierPaymentDetails as $supplierPaymentDetailsElem)
{
echo $supplierPaymentDetailsElem->value;
echo $supplierPaymentDetailsElem->rate;
echo $supplierPaymentDetailsElem->code;
echo $supplierPaymentDetailsElem->basis;
}
Supplier Phone Number
supplierPhoneNumber : The phone number of the supplier or merchant.
echo $result->document->inference->prediction->supplierPhoneNumber->value;
Taxes
taxes : List of tax lines information.
foreach ($result->document->inference->prediction->taxes as $taxesElem)
{
echo $taxesElem->value;
}
Purchase Time
time : The time the purchase was made.
echo $result->document->inference->prediction->time->value;
Tip and Gratuity
tip : The total amount of tip and gratuity
echo $result->document->inference->prediction->tip->value;
Total Amount
totalAmount : The total amount paid: includes taxes, tips, fees, and other charges.
echo $result->document->inference->prediction->totalAmount->value;
Total Net
totalNet : The net amount paid: does not include taxes, fees, and discounts.
echo $result->document->inference->prediction->totalNet->value;
Total Tax
totalTax : The total amount of taxes.
echo $result->document->inference->prediction->totalTax->value;
Questions?
Updated 2 months ago