Sometimes a single file contains multiple documents (a “portfolio”). For example, a portfolio file can contain an invoice, a tax document, and a contract. Sensible recommends extracting each document in a portfolio using its own document type, so you can write validations for each type. For example, use an “income tax” doc type and an “invoice” doc type, rather than creating a “combined_tax_and_invoice” doc type. To extract from a portfolio, take the following steps:
  • Specify fingerprints to configure how Sensible segments the portfolio into documents. Fingerprints test for text matches on first pages, last pages, and other page types.
  • Create an extraction request by taking the following steps:
    • Indicate the file is a portfolio:
      • Sensible app: Click the Portfolio button on the Extract tab.
      • SDKs: Specify the Document Types parameter in the Extract method.
      • API: Use one of the Portfolio extraction endpoints.
    • In the request, specify the doc types that exist in the portfolio. For example, using the API, "types": ["insurance_quote", "insurance_loss_run"]. The extraction response includes document extractions and their page ranges in the portfolio.

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Examples

The following example shows extracting three one-page documents from a portfolio. The portfolio contains two car insurance quotes and one loss run.

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Config

Document type 1
  • doc type: “auto_insurance_quote”
  • config name: “anyco_quote”
  • config content:
The config is the same as the one used in the Getting started with layout-based extractions, with the addition of the following fingerprint:
JSON
"fingerprint": {
    "tests": [
      {
        /* all these matches are unique to the first page. If a first page sometimes omits a match, specify alternatives
           in the match array. */
        "page": "first",
        "match": [         
          {
            "text": "outline of quoted coverage changes",
            "type": "startsWith"
          },
          {
            "text": "anycocarinsurance.com",
            "type": "startsWith"
          }
        ]
      }
    ]
  },
Document type 2
  • doc type: “loss_run”
  • config name: “anyco_claims”
  • config content:
The config is the same as the one used in the Sections topic, with the addition of the following fingerprint:
JSON
"fingerprint": {
    "tests": [
      {
        /* all these matches are unique to the first page. If a first page sometimes omits a match, specify alternatives
           in the match array. */
        "page": "first",
        "match": [
          {
            "text": "any unprocessed claim number must be processed within 90",
            "type": "startsWith"
          }
        ]
      }
    ]
  },

​
Example document

Example documentDownload link

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Output

For the preceding configurations, doc types, and example document portfolio, the following asynchronous request returns a list of document extractions:
  1. Make an extraction request. For example, through the API:
curl --request POST 'https://api.sensible.so/v0/extract_from_url/' \
--header 'Authorization: Bearer YOUR_API_KEY' \
--header 'Content-Type: application/json' \
--data-raw '{"document_url":"https://github.com/sensible-hq/sensible-docs/raw/main/readme-sync/assets/v0/pdfs/portfolio.pdf",
"types":["auto_insurance_quote","loss_run"]}'
  1. This request returns an extraction ID. Use it to retrieve the extractions by replacing `YOUR_EXTRACTION_ID with the returned ID in the following example code:
curl --request GET 'https://api.sensible.so/v0/documents/YOUR_EXTRACTION_ID' \
--header 'Authorization: Bearer YOUR_API_KEY'
The response contains extractions from three documents:
JSON
{
    "id": "7c269ef2-f9f1-4271-82e0-79b60887f45a",
    "created": "2021-09-29T17:03:06.058Z",
    "status": "COMPLETE",
    "types": [
        "auto_insurance_quote",
        "loss_run"
    ],
    "documents": [
        {
            "documentType": "auto_insurance_quote",
            "configuration": "anyco_quote",
            "startPage": 0,
            "endPage": 0,
            "output": {
                "parsedDocument": {
                    "policy_period": {
                        "type": "string",
                        "value": "April 14, 2021 - Oct 14, 2021"
                    },
                    "comprehensive_premium": {
                        "source": "$150",
                        "value": 150,
                        "unit": "$",
                        "type": "currency"
                    },
                    "property_liability_premium": {
                        "source": "$10",
                        "value": 10,
                        "unit": "$",
                        "type": "currency"
                    },
                    "policy_number": {
                        "value": "123456789",
                        "type": "string"
                    }
                },
                "configuration": "anyco_claims",
                "validations": [],
                "validation_summary": {
                    "fields": 4,
                    "fields_present": 4,
                    "errors": 0,
                    "warnings": 0,
                    "skipped": 0
                }
            }
        },
        {
            "documentType": "auto_insurance_quote",
            "configuration": "anyco_quote",
            "startPage": 1,
            "endPage": 1,
            "output": {
                "parsedDocument": {
                    "policy_period": {
                        "type": "string",
                        "value": "May 20, 2021 - Nov 20,"
                    },
                    "comprehensive_premium": {
                        "source": "$130",
                        "value": 130,
                        "unit": "$",
                        "type": "currency"
                    },
                    "property_liability_premium": {
                        "source": "$15",
                        "value": 15,
                        "unit": "$",
                        "type": "currency"
                    },
                    "policy_number": {
                        "value": "987654321",
                        "type": "string"
                    }
                },
                "configuration": "anyco_multidoc",
                "validations": [],
                "validation_summary": {
                    "fields": 4,
                    "fields_present": 4,
                    "errors": 0,
                    "warnings": 0,
                    "skipped": 0
                }
            }
        },
        {
            "documentType": "loss_run",
            "configuration": "anyco_claims",
            "startPage": 2,
            "endPage": 2,
            "output": {
                "parsedDocument": {
                    "total_unprocessed_claims": {
                        "source": "5",
                        "value": 5,
                        "type": "number"
                    },
                    "monthly_number_unprocessed_claims": [
                        {
                            "type": "string",
                            "value": "Sept unprocessed claims: 2"
                        },
                        {
                            "type": "string",
                            "value": "Oct unprocessed claims: 1"
                        },
                        {
                            "type": "string",
                            "value": "Nov unprocessed claims: 2"
                        }
                    ],
                    "unprocessed_sept_oct_claims": [
                        {
                            "claim_number": {
                                "source": "1223456789",
                                "value": 1223456789,
                                "type": "number"
                            },
                            "phone_number": {
                                "type": "phoneNumber",
                                "source": "512 409 8765",
                                "value": "+15124098765"
                            }
                        },
                        {
                            "claim_number": {
                                "source": "9876543211",
                                "value": 9876543211,
                                "type": "number"
                            },
                            "phone_number": null
                        },
                        {
                            "claim_number": {
                                "source": "6785439210",
                                "value": 6785439210,
                                "type": "number"
                            },
                            "phone_number": {
                                "type": "phoneNumber",
                                "source": "505 238 8765",
                                "value": "+15052388765"
                            }
                        }
                    ]
                },
                "configuration": "sections",
                "validations": [],
                "validation_summary": {
                    "fields": 7,
                    "fields_present": 7,
                    "errors": 0,
                    "warnings": 0,
                    "skipped": 0
                }
            }
        }
    ],
    "page_count": 3,
    "download_url": "https://sensible-so-document-type-bucket-prod-us-west-2.s3.us-west-2.amazonaws.com/sensible/MULTIDOC_EXTRACTION/7c269ef2-f9f1-4271-82e0-79b60887f45a.pdf?AWSAccessKeyId=REDACTED"
}