Portfolio

Extract portfolio at a Sensible URL

Use this endpoint with multiple documents that are packaged into one file (a “portfolio”). For a list of supported file types, see Supported file types. Segments a portfolio file into the specified document types (for example, 1099, w2, and bank_statement) and then runs extractions asynchronously for each document Sensible finds in the portfolio. Take the following steps -

Use this endpoint to generate a Sensible URL.
PUT the document you want to extract data from at the URL, where SENSIBLE_UPLOAD_URL is the URL you received from this endpoint’s response. For more information about how to PUT the document, see the generate_upload_url/ endpoint.
To retrieve the extraction, use a webhook, or use the extraction id returned in the response to poll the GET documents/ endpoint. For more about extracting from portfolios, see Multi-document extractions.

POST

generate_upload_url

curl --request POST \
  --url https://api.sensible.so/v0/generate_upload_url \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "webhook": {
    "url": "https://example.com/example_webhook_url",
    "payload": "info extra to the default extraction payload"
  },
  "types": [
    [
      "tax_returns",
      "bank_statements",
      "credit_reports"
    ]
  ]
}'

{
  "id": "246a6f60-0e5b-11eb-b720-295a6fba723e",
  "created": "2022-10-31T16:27:53.433Z",
  "status": "COMPLETE",
  "upload_url": "https://sensible-so-utility-bucket-prod-us-west-2.s3.us-west-2.amazonaws.com/EXTRACTION_UPLOAD/sensible/fc3484c5-3f35-4129-bb29-0ad1291ee9f8/EXTRACTION/14d82783-c12b-4e70-b0ae-ca1ce35a9836.pdf?AWSAccessKeyId=REDACTED&Expires=1623861476&Signature=REDACTED&x-amz-security-token=REDACTED"
}

Authorizations

Authorization

string

header

required

Sensible uses API keys to authenticate requests. Keep your API keys secure and do not share them publicly accessible areas such as GitHub, client-side code, etc. Authentication to the API is performed via Bearer Authentication. Provide your API key as the bearer auth value.

Query Parameters

environment

enum<string>

default:production

If you specify development, extracts preferentially using config versions published to the development environment in the Sensible app. The extraction runs all configs in the doc type before picking the best fit. For each config, falls back to production version if no development version of the config exists.

Available options:

production,

development

document_name

string

If you specify the filename of the document using this parameter, then Sensible returns the filename in the extraction response.

Body

application/json

Response

200

application/json

Returns the upload_url at which to PUT the document for extraction

The response is of type object.

Extract doc at your URL using config Extract portfolio at your URL

curl --request POST \
  --url https://api.sensible.so/v0/generate_upload_url \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "webhook": {
    "url": "https://example.com/example_webhook_url",
    "payload": "info extra to the default extraction payload"
  },
  "types": [
    [
      "tax_returns",
      "bank_statements",
      "credit_reports"
    ]
  ]
}'

{
  "id": "246a6f60-0e5b-11eb-b720-295a6fba723e",
  "created": "2022-10-31T16:27:53.433Z",
  "status": "COMPLETE",
  "upload_url": "https://sensible-so-utility-bucket-prod-us-west-2.s3.us-west-2.amazonaws.com/EXTRACTION_UPLOAD/sensible/fc3484c5-3f35-4129-bb29-0ad1291ee9f8/EXTRACTION/14d82783-c12b-4e70-b0ae-ca1ce35a9836.pdf?AWSAccessKeyId=REDACTED&Expires=1623861476&Signature=REDACTED&x-amz-security-token=REDACTED"
}

Introduction

Extraction

Classification

Configuration

Extract portfolio at a Sensible URL

Authorizations

Query Parameters

Body

Response