Procesamiento de formularios

Extraiga pares de campo y valor de formularios fiscales, solicitudes, encuestas y otros documentos estructurados. Parse identifica de forma automática los campos del formulario, las casillas de verificación y sus valores asociados.

Esquema de formulario

Para formularios con campos conocidos, defina un esquema específico. Para formularios desconocidos, use un enfoque genérico de pares de campo y valor:

Esquema de formulario específico (p. ej., formulario fiscal W-9)

{
  "name": "w9_form",
  "description": "Extract data from W-9 tax forms",
  "fields": [
    { "name": "name", "type": "string", "description": "Name as shown on income tax return" },
    { "name": "business_name", "type": "string", "description": "Business name, if different" },
    { "name": "tax_classification", "type": "string", "description": "Federal tax classification" },
    { "name": "address", "type": "string", "description": "Street address" },
    { "name": "city_state_zip", "type": "string", "description": "City, state, and ZIP code" },
    { "name": "ssn", "type": "string", "description": "Social Security Number" },
    { "name": "ein", "type": "string", "description": "Employer Identification Number" },
    { "name": "signature_date", "type": "date", "description": "Date of signature" }
  ]
}

Esquema de formulario genérico

{
  "name": "generic_form",
  "description": "Extract all field-value pairs from any form",
  "fields": [
    { "name": "form_title", "type": "string", "description": "Title or heading of the form" },
    { "name": "form_fields", "type": "array", "description": "All fields found in the form", "items": {
      "type": "object",
      "fields": [
        { "name": "field_name", "type": "string" },
        { "name": "field_value", "type": "string" },
        { "name": "field_type", "type": "string" }
      ]
    }},
    { "name": "checkboxes", "type": "array", "description": "All checkboxes found in the form", "items": {
      "type": "object",
      "fields": [
        { "name": "label", "type": "string" },
        { "name": "checked", "type": "boolean" }
      ]
    }},
    { "name": "signatures", "type": "array", "description": "Signature fields detected", "items": {
      "type": "object",
      "fields": [
        { "name": "label", "type": "string" },
        { "name": "signed", "type": "boolean" },
        { "name": "date", "type": "date" }
      ]
    }}
  ]
}

Ejemplos de código

cURL

curl -X POST https://api-parse.conversiontools.io/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "file=@application-form.pdf" \
  -F "schema_id=YOUR_FORM_SCHEMA_ID"

Python

import requests

API_KEY = "YOUR_API_KEY"
headers = {"Authorization": f"Bearer {API_KEY}"}

with open("application-form.pdf", "rb") as f:
    response = requests.post(
        "https://api-parse.conversiontools.io/v1/extract",
        headers=headers,
        files={"file": f},
        data={"schema_id": "YOUR_FORM_SCHEMA_ID"},
    )

data = response.json()
print(f"Form: {data['data']['form_title']}")
for field in data["data"]["form_fields"]:
    print(f"  {field['field_name']}: {field['field_value']}")
for checkbox in data["data"]["checkboxes"]:
    status = "checked" if checkbox["checked"] else "unchecked"
    print(f"  [{status}] {checkbox['label']}")

Node.js

const fs = require("fs");

const API_KEY = "YOUR_API_KEY";
const headers = { Authorization: `Bearer ${API_KEY}` };

const form = new FormData();
form.append("file", fs.createReadStream("application-form.pdf"));
form.append("schema_id", "YOUR_FORM_SCHEMA_ID");

const response = await fetch("https://api-parse.conversiontools.io/v1/extract", {
  method: "POST",
  headers,
  body: form,
});

const data = await response.json();
console.log(`Form: ${data.data.form_title}`);
data.data.form_fields.forEach((field) => {
  console.log(`  ${field.field_name}: ${field.field_value}`);
});
data.data.checkboxes.forEach((cb) => {
  console.log(`  [${cb.checked ? "x" : " "}] ${cb.label}`);
});

Salida de ejemplo

{
  "success": true,
  "id": "ext_frm_001",
  "data": {
    "form_title": "Employee Onboarding Form",
    "form_fields": [
      { "field_name": "Full Name", "field_value": "Jane Smith", "field_type": "text" },
      { "field_name": "Email", "field_value": "jane.smith@email.com", "field_type": "email" },
      { "field_name": "Phone", "field_value": "(555) 123-4567", "field_type": "phone" },
      { "field_name": "Start Date", "field_value": "2024-02-01", "field_type": "date" },
      { "field_name": "Department", "field_value": "Engineering", "field_type": "text" },
      { "field_name": "Position", "field_value": "Senior Developer", "field_type": "text" },
      { "field_name": "Emergency Contact", "field_value": "John Smith - (555) 987-6543", "field_type": "text" }
    ],
    "checkboxes": [
      { "label": "I agree to the terms and conditions", "checked": true },
      { "label": "I have read the employee handbook", "checked": true },
      { "label": "I opt in to the dental plan", "checked": false },
      { "label": "I opt in to the vision plan", "checked": true }
    ],
    "signatures": [
      { "label": "Employee Signature", "signed": true, "date": "2024-01-25" }
    ]
  },
  "pages_used": 2
}

Exportación a CSV o Excel

¿Prefiere una hoja de cálculo? Exporte cualquier extracción completada como CSV o Excel, lista para revisar o importar. Las exportaciones son gratuitas.

# Start the export, then download when ready
curl -X POST https://api-parse.conversiontools.io/v1/extractions/ext_frm_001/export \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"format": "xlsx"}'

curl -L -o form.xlsx \
  "https://api-parse.conversiontools.io/v1/extractions/ext_frm_001/export?format=xlsx" \
  -H "Authorization: Bearer YOUR_API_KEY"

Consejos para el procesamiento de formularios

Use un esquema específico cuando conozca el diseño del formulario para mayor precisión
Las casillas de verificación se detectan de forma automática - se capturan tanto los estados marcados como los vacíos
La detección de firmas identifica si un campo se ha firmado, no el contenido de la firma
Se admiten los formularios de varias páginas - cada página se procesa y los datos se combinan en un único resultado