PDF Confirmations Parsing

Summary

In case you need from the user only information about certain bank transactions and don’t want to receive full bank statements, you can ask the user for a single transaction confirmation that you can later parse via our API.

This service is vastly different to the PDF Statements Parsing, including the endpoint, response format and further processing. However, each document is also checked against our anti-tampering verification solution.

Supported documents

PDF Confirmations Parsing is supported only in Poland for individual clients and sole-proprietors (“Jednoosobowa działalność gospodarcza”).

For the list of supported types of confirmations and banks, please refer to our Coverage.

In most cases we’re able to return the following information:

• Sender and Recipient information
• Status of the transaction and who generated the file
• Transaction details
• Anti-tampering verification
• Labels assigned to the transaction (optionally, if you’re using our Labeling service)

The following documents will be rejected:

• statements from company/corporate accounts (other than sole-proprietors i.e. “Jednoosobowa działalność gospodarcza”),
• statements in English or other languages (the layout needs to be in Polish),
• scans, photos or otherwise prepared documents not downloaded and uploaded directly from the user’s online banking.

Integration

To integrate with our API you will need to:

1. Get API access
2. Get your Client ID from Insight, generate API key(s) and whitelist your server(s)
3. Create a frontend solution to receive documents from your users and save them on your server
4. Integrate with the Parse Confirmations endpoint
5. Save the data from our API*

*Information extracted from the confirmations is not saved anywhere on Kontomatik servers, i.e. not possible to fetch via API later or to see in Insight. If you don’t save the Parse Confirmation endpoint response, these results will be lost.

Sample process flow

1. A user visits your website, fills in a form to start your process
2. You give the user an option to upload their confirmations (one or multiple)
3. Send each file separately to the Parse Confirmation endpoint
4. For each file you will receive the extracted data separately
5. Inform the user about the status of the verification or your decision regarding the user’s application

Data analysis

Unfortunately, due to the format and constraints of these documents, we’re not able to support data aggregation for this service. That means that you won’t be able to analyze the confirmations later using our other services, like Scoring or Data Summary.

We do however support the labeling service. All labels for the parsed transaction will be returned within the analytics object of the response.