The Ruby Client Library supports the W9 API.

πŸ“

Product Specs

SpecificationDetails
Endpoint Nameus_w9
Recommended Versionv1.0
Supports Polling/Webhooks❌ No
Support Synchronous HTTP Callsβœ”οΈ Yes
GeographyπŸ‡ΊπŸ‡Έ United States

Using the sample below,
we are going to illustrate how to extract the data that we want using the Ruby Client Library.
W9 sample

Quick-Start

#
# Install the Ruby client library by running:
# gem install mindee
#

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::US::W9::W9V1
)

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

Output (RST):

########
Document
########
:Mindee ID: d7c5b25f-e0d3-4491-af54-6183afa1aaab
:Filename: default_sample.jpg

Inference
#########
:Product: mindee/us_w9 v1.0
:Rotation applied: Yes

Prediction
==========

Page Predictions
================

Page 0
------
:Name: Stephen W Hawking
:SSN: 560758145
:Address: Somewhere In Milky Way
:City State Zip: Probably Still At Cambridge P O Box CB1
:Business Name:
:EIN: 942203664
:Tax Classification: individual
:Tax Classification Other Details:
:W9 Revision Date: august 2013
:Signature Position: Polygon with 4 points.
:Signature Date Position:
:Tax Classification LLC:

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, bool): 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 (bool): 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.

Position Field

The position field PositionField does not implement all the basic Field attributes, only bounding_box,
polygon and page_id. On top of these, it has access to:

  • rectangle (Mindee::Geometry::Quadrilateral): a Polygon with four points that may be oriented (even beyond
    canvas).
  • quadrangle (Mindee::Geometry::Quadrilateral): a free polygon made up of four points.

String Field

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

Page-Level Fields

Some fields are constrained to the page level, and so will not be retrievable at document level.

Attributes

The following fields are extracted for W9 V1:

Address

πŸ“„address (StringField): The street address (number, street, and apt. or suite no.) of the applicant.

  result.document.address.each do |address_elem|
    puts address_elem.value
  end

Business Name

πŸ“„business_name (StringField): The business name or disregarded entity name, if different from Name.

  result.document.business_name.each do |business_name_elem|
    puts business_name_elem.value
  end

City State Zip

πŸ“„city_state_zip (StringField): The city, state, and ZIP code of the applicant.

  result.document.city_state_zip.each do |city_state_zip_elem|
    puts city_state_zip_elem.value
  end

EIN

πŸ“„ein (StringField): The employer identification number.

  result.document.ein.each do |ein_elem|
    puts ein_elem.value
  end

Name

πŸ“„name (StringField): Name as shown on the applicant's income tax return.

  result.document.name.each do |name_elem|
    puts name_elem.value
  end

Signature Date Position

πŸ“„signature_date_position (PositionField): Position of the signature date on the document.

  result.document.signature_date_position.each do |signature_date_position_elem|
    puts signature_date_position_elem.polygon
  end

Signature Position

πŸ“„signature_position (PositionField): Position of the signature on the document.

  result.document.signature_position.each do |signature_position_elem|
    puts signature_position_elem.polygon
  end

SSN

πŸ“„ssn (StringField): The applicant's social security number.

  result.document.ssn.each do |ssn_elem|
    puts ssn_elem.value
  end

Tax Classification

πŸ“„tax_classification (StringField): The federal tax classification, which can vary depending on the revision date.

  result.document.tax_classification.each do |tax_classification_elem|
    puts tax_classification_elem.value
  end

Tax Classification LLC

πŸ“„tax_classification_llc (StringField): Depending on revision year, among S, C, P or D for Limited Liability Company Classification.

  result.document.tax_classification_llc.each do |tax_classification_llc_elem|
    puts tax_classification_llc_elem.value
  end

Tax Classification Other Details

πŸ“„tax_classification_other_details (StringField): Tax Classification Other Details.

  result.document.tax_classification_other_details.each do |tax_classification_other_details_elem|
    puts tax_classification_other_details_elem.value
  end

W9 Revision Date

πŸ“„w9_revision_date (StringField): The Revision month and year of the W9 form.

  result.document.w9_revision_date.each do |w9_revision_date_elem|
    puts w9_revision_date_elem.value
  end

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