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Financial Document OCR Ruby

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The Ruby 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.
Financial Document sample

Quick-Start

require 'mindee'

# Init a new client
mindee_client = Mindee::Client.new(api_key: 'my-api-key')

# Load a file from disk
input_source = mindee_client.source_from_path('/path/to/the/file.ext')

# Parse the file
result = mindee_client.parse(
  input_source,
  Mindee::Product::FinancialDocument::FinancialDocumentV1
)

# Print a full summary of the parsed data in RST format
puts result.document

# Print the document-level parsed data
# puts result.document.inference.prediction

You can also call this product asynchronously:

require 'mindee'

# Init a new client
mindee_client = Mindee::Client.new(api_key: 'my-api-key')

# Load a file from disk
input_source = mindee_client.source_from_path('/path/to/the/file.ext')

# Parse the file
result = mindee_client.enqueue_and_parse(
  input_source,
  Mindee::Product::FinancialDocument::FinancialDocumentV1
)

# Print a full summary of the parsed data in RST format
puts result.document

# Print the document-level parsed data
# puts result.document.inference.prediction

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 (String, Float, Integer, Boolean): corresponds to the field value. Can be nil if no value was extracted.
  • confidence (Float, nil): the confidence score of the field prediction.
  • bounding_box (Mindee::Geometry::Quadrilateral, nil): contains exactly 4 relative vertices (points) coordinates of a right rectangle containing the field in the document.
  • polygon (Mindee::Geometry::Polygon, nil): contains the relative vertices coordinates (Point) of a polygon containing the field in the image.
  • page_id (Integer, nil): the ID of the page, always nil when at document-level.
  • reconstructed (Boolean): indicates whether an object was reconstructed (not extracted as the API gave it).

Aside from the previous attributes, all basic fields have access to a to_s 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 Float (or nil).

Classification Field

The classification field ClassificationField does not implement all the basic Field attributes. It only implements value, confidence and page_id.

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:

  • date_object (Date): an accessible representation of the value as a JavaScript object.

Locale Field

The locale field LocaleField only implements the value, confidence and page_id base Field attributes, but it comes with its own:

  • language (String): ISO 639-1 language code (e.g.: en for English). Can be nil.
  • country (String): ISO 3166-1 alpha-2 or ISO 3166-1 alpha-3 code for countries (e.g.: GRB or GB for "Great Britain"). Can be nil.
  • currency (String): ISO 4217 code for currencies (e.g.: USD for "US Dollars"). Can be nil.

Payment Details Field

Aside from the basic Field attributes, the payment details field PaymentDetailsField also implements the following:

  • account_number (String): number of an account, expressed as a string. Can be nil.
  • iban (String): International Bank Account Number. Can be nil.
  • routing_number (String): routing number of an account. Can be nil.
  • swift (String): the account holder's bank's SWIFT Business Identifier Code (BIC). Can be nil.

String Field

The text field StringField only has one constraint: it's value is a String (or nil).

Taxes Field

Tax

Aside from the basic Field attributes, the tax field TaxField also implements the following:

  • rate (Float): the tax rate applied to an item can be expressed as a percentage. Can be nil.
  • code (String): tax code (or equivalent, depending on the origin of the document). Can be nil.
  • base (Float): base amount used for the tax. Can be nil.

Note: currently TaxField is not used on its own, and is accessed through a parent Taxes 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 to_s 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.
  • product_code (String): The product code referring to the item.
  • quantity (Float): The item quantity
  • tax_amount (Float): The item tax amount.
  • tax_rate (Float): The item tax rate in percentage.
  • total_amount (Float): The item total amount.
  • unit_measure (String): The item unit of measure.
  • unit_price (Float): The item unit price.

Attributes

The following fields are extracted for Financial Document V1:

Billing Address

billing_address (StringField): The customer's address used for billing.

puts result.document.inference.prediction.billing_address.value

Purchase Category

category (ClassificationField): The purchase category among predefined classes.

Possible values include:

  • toll
  • food
  • parking
  • transport
  • accommodation
  • gasoline
  • telecom
  • miscellaneous
puts result.document.inference.prediction.category.value

Customer Address

customer_address (StringField): The address of the customer.

puts result.document.inference.prediction.customer_address.value

Customer Company Registrations

customer_company_registrations (Array<CompanyRegistrationField>): List of company registrations associated to the customer.

for customer_company_registrations_elem in result.document.inference.prediction.customer_company_registrations do
  puts customer_company_registrations_elem.value
end

Customer ID

customer_id (StringField): The customer account number or identifier from the supplier.

puts result.document.inference.prediction.customer_id.value

Customer Name

customer_name (StringField): The name of the customer.

puts result.document.inference.prediction.customer_name.value

Purchase Date

date (DateField): The date the purchase was made.

puts result.document.inference.prediction.date.value

Document Number

document_number (StringField): The document number or identifier.

puts result.document.inference.prediction.document_number.value

Document Type

document_type (ClassificationField): One of: 'INVOICE', 'CREDIT NOTE', 'CREDIT CARD RECEIPT', 'EXPENSE RECEIPT'.

Possible values include:

  • INVOICE
  • CREDIT NOTE
  • CREDIT CARD RECEIPT
  • EXPENSE RECEIPT
puts result.document.inference.prediction.document_type.value

Due Date

due_date (DateField): The date on which the payment is due.

puts result.document.inference.prediction.due_date.value

Invoice Number

invoice_number (StringField): The invoice number or identifier only if document is an invoice.

puts result.document.inference.prediction.invoice_number.value

Line Items

line_items (Array<FinancialDocumentV1LineItem>): List of line item details.

for line_items_elem in result.document.inference.prediction.line_items do
  puts line_items_elem.value
end

Locale

locale (LocaleField): The locale detected on the document.

puts result.document.inference.prediction.locale.value

Payment Date

payment_date (DateField): The date on which the payment is due / fullfilled.

puts result.document.inference.prediction.payment_date.value

Purchase Order Number

po_number (StringField): The purchase order number.

puts result.document.inference.prediction.po_number.value

Receipt Number

receipt_number (StringField): The receipt number or identifier only if document is a receipt.

puts result.document.inference.prediction.receipt_number.value

Reference Numbers

reference_numbers (Array<StringField>): List of Reference numbers, including PO number.

for reference_numbers_elem in result.document.inference.prediction.reference_numbers do
  puts reference_numbers_elem.value
end

Shipping Address

shipping_address (StringField): The customer's address used for shipping.

puts result.document.inference.prediction.shipping_address.value

Purchase Subcategory

subcategory (ClassificationField): The purchase subcategory among predefined classes for transport and food.

Possible values include:

  • plane
  • taxi
  • train
  • restaurant
  • shopping
puts result.document.inference.prediction.subcategory.value

Supplier Address

supplier_address (StringField): The address of the supplier or merchant.

puts result.document.inference.prediction.supplier_address.value

Supplier Company Registrations

supplier_company_registrations (Array<CompanyRegistrationField>): List of company registrations associated to the supplier.

for supplier_company_registrations_elem in result.document.inference.prediction.supplier_company_registrations do
  puts supplier_company_registrations_elem.value
end

Supplier Email

supplier_email (StringField): The email of the supplier or merchant.

puts result.document.inference.prediction.supplier_email.value

Supplier Name

supplier_name (StringField): The name of the supplier or merchant.

puts result.document.inference.prediction.supplier_name.value

Supplier Payment Details

supplier_payment_details (Array<PaymentDetailsField>): List of payment details associated to the supplier.

for supplier_payment_details_elem in result.document.inference.prediction.supplier_payment_details do
  puts supplier_payment_details_elem.value
    puts supplier_payment_details_elem.rate
    puts supplier_payment_details_elem.code
    puts supplier_payment_details_elem.basis
end

Supplier Phone Number

supplier_phone_number (StringField): The phone number of the supplier or merchant.

puts result.document.inference.prediction.supplier_phone_number.value

Supplier Website

supplier_website (StringField): The website URL of the supplier or merchant.

puts result.document.inference.prediction.supplier_website.value

Taxes

taxes (Array<TaxField>): List of tax lines information.

for taxes_elem in result.document.inference.prediction.taxes do
  puts taxes_elem.value
end

Purchase Time

time (StringField): The time the purchase was made.

puts result.document.inference.prediction.time.value

Tip and Gratuity

tip (AmountField): The total amount of tip and gratuity

puts result.document.inference.prediction.tip.value

Total Amount

total_amount (AmountField): The total amount paid: includes taxes, tips, fees, and other charges.

puts result.document.inference.prediction.total_amount.value

Total Net

total_net (AmountField): The net amount paid: does not include taxes, fees, and discounts.

puts result.document.inference.prediction.total_net.value

Total Tax

total_tax (AmountField): The total amount of taxes.

puts result.document.inference.prediction.total_tax.value

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Updated 7 days ago