This section describes how to build your custom OCR API to extract data from SS-4 using the API Builder. An IRS Form SS-4 also known as (Application for Employer Identification Number), is an IRS form businesses use to apply for an employer identification number (EIN).

Prerequisites

You’ll need at least 20 SS4 images or pdfs to train your OCR.

Define your SS-4 Use Case

Using the SS-4 below, we’re going to define the fields we want to extract from it.
SS-4SS-4

  • Entity Name: The legal name of the entity.
  • Address: The entity's full address (mailing, city, state)
  • SSN: The Social Security Number of the principal officer.
  • Type of entity: The type of entity.
  • Reason for applying: The reason why you apply for an employer identification number.

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 SS-4, 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 below.

Set up your APISet up your API

  1. 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.

  • Upload a JSON config file
  • Manually add data

Data ModelData 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": { "alpha": -1, "numeric": -1 } },
          "handwritten": false,
          "name": "address",
          "public_name": "Address",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": 0, "numeric": -1 } },
          "handwritten": false,
          "name": "ssn",
          "public_name": "SSN",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "type_of_entity",
          "public_name": "Type of entity",
          "semantics": "word"
        },
        {
          "cfg": { "filter": { "alpha": -1, "numeric": 0 } },
          "handwritten": false,
          "name": "reason_for_applying",
          "public_name": "Reason for applying",
          "semantics": "word"
        }
      ],
      "features_name": [
        "entity_name",
        "address",
        "ssn",
        "type_of_entity",
        "reason_for_applying"
      ]
    }
  }
}
  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. For this example, here are the different field configurations used:

  • Entity Name: type String that never contains numeric characters.
  • Address: type String without specifications.
  • SSN: type String that never contains alpha characters.
  • Type of entity: type String that never contains numeric characters.
  • Reason for applying: 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 SS-4 OCR

You’re all set! Now it's time to train your SS-4 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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