The attestation bancaire is a document issued by a bank confirming the existence of an account, the identity of its holder, and optionally the account balance or the fact that the account is domiciled with the institution. It is commonly requested to prove banking domiciliation, solvency, or account ownership. The extraction returns the issuing institution, account identifiers, the stated purpose of the certificate, and signature details.

Document structure

• Issuing bank: The institution that produced the certificate
• Account holder: The named owner of the account
• Account identifiers: IBAN, BIC, and optionally the domestic account number, type, and opening date
• Purpose and balance: The stated reason for the certificate and, when present, the confirmed balance
• Signature block: Signatory name and role, and whether a stamp is present

Data structure

Within the document_parts array, the fr_attestation_bancaire data object contains:

{
  "issuing_bank": "Banque Populaire Rives de Paris",
  "account_holder": "MARTIN Camille",
  "iban": "FR76 3000 4000 0100 0001 2345 678",
  "bic": "BNPAFRPPXXX",
  "account_number": "00012345678",
  "account_type": "compte courant",
  "account_opened_date": "2019-06-14",
  "certificate_purpose": "domiciliation",
  "balance": null,
  "issue_date": "2026-02-03",
  "signatory": {
    "name": "DUBOIS Anne",
    "role": "Directrice d'agence"
  },
  "stamp_present": true
}

Field reference

Validation

Extraction results include validation_status and validation_codes reflecting coherence, completeness and authenticity controls. Anomalies are surfaced as graded alerts for human review.

The ordre de virement is an instruction to a bank to transfer a stated amount from a payer's account to a beneficiary's account. The extraction returns the payer and beneficiary identities and account numbers, the amount and currency, an optional reference and purpose, and the requested execution date.

Document structure

• Payer: The name and account (IBAN) the funds are debited from
• Beneficiary: The name, IBAN, and BIC the funds are credited to
• Amount: The transfer amount and currency
• Instruction details: Optional reference and purpose, and the requested execution date
• Signature: Whether the order carries a signature

Data structure

Within the document_parts array, the fr_ordre_virement data object contains:

{
  "payer": {
    "name": "MARTIN Camille",
    "iban": "FR76 3000 4000 0100 0001 2345 678"
  },
  "beneficiary": {
    "name": "SCI Les Tilleuls",
    "iban": "FR76 1027 8060 4100 0200 3456 789",
    "bic": "CMCIFR2AXXX"
  },
  "amount": 1450.00,
  "currency": "EUR",
  "reference": "Loyer mars 2026",
  "purpose": "Paiement loyer",
  "execution_date": "2026-03-05",
  "signature_present": true
}

Field reference

Validation

Extraction results include validation_status and validation_codes reflecting coherence, completeness and authenticity controls. Anomalies are surfaced as graded alerts for human review.

The extrait d'échéancier is the amortization schedule of a loan, listing each installment with its split between principal, interest, and insurance, and the outstanding balance after payment. The extraction returns the loan terms, the per-installment breakdown, and the current outstanding balance.

Document structure

• Loan header: Lending bank, borrower, and loan number
• Terms: Initial amount, interest rate, duration in months, and monthly payment
• Installments: One row per scheduled payment, split into principal, interest, and insurance
• Outstanding balance: Remaining balance after each installment and the current outstanding balance

Data structure

Within the document_parts array, the fr_extrait_echeancier data object contains:

{
  "bank": "Crédit Agricole Île-de-France",
  "borrower": "MARTIN Camille",
  "loan_number": "PR-2021-0045678",
  "initial_amount": 180000.00,
  "interest_rate_pct": 1.35,
  "duration_months": 240,
  "monthly_payment": 812.45,
  "installments": [
    {
      "due_date": "2026-01-05",
      "principal": 610.12,
      "interest": 172.33,
      "insurance": 30.00,
      "outstanding_balance": 152430.88
    },
    {
      "due_date": "2026-02-05",
      "principal": 610.81,
      "interest": 171.64,
      "insurance": 30.00,
      "outstanding_balance": 151820.07
    }
  ],
  "current_outstanding_balance": 151820.07
}

Field reference

Installment object structure

Each installment object in the installments array contains the following fields:

Validation

Extraction results include validation_status and validation_codes reflecting coherence, completeness and authenticity controls. Anomalies are surfaced as graded alerts for human review.

The relevé de patrimoine is a snapshot of a person's assets and liabilities at a given date, typically produced by a wealth manager or private bank. The extraction returns the holder, the reference date, the itemized financial and real-estate assets, the liabilities, and the gross and net wealth totals.

Document structure

• Holder and date: The person the statement is drawn up for and the reference date
• Financial assets: Bank accounts, savings, and securities holdings, itemized with a value
• Real-estate assets: Properties with an address and a value
• Other assets and holdings: Optional additional asset lists
• Liabilities: Outstanding debts, itemized by type
• Totals: Gross wealth and net wealth

Data structure

Within the document_parts array, the fr_releve_patrimoine data object contains:

{
  "holder": "MARTIN Camille",
  "as_of_date": "2026-01-31",
  "financial_assets": [
    { "type": "livret", "label": "Livret A", "value": 22950.00 },
    { "type": "securities", "label": "PEA", "value": 48300.00 }
  ],
  "real_estate_assets": [
    { "address": "12 rue des Lilas, 75011 Paris", "value": 540000.00 }
  ],
  "holdings": null,
  "other_assets": [
    { "type": "vehicle", "label": "Véhicule", "value": 18000.00 }
  ],
  "liabilities": [
    { "type": "mortgage", "outstanding": 151820.07 }
  ],
  "gross_wealth": 629250.00,
  "net_wealth": 477429.93
}

Field reference

Validation

Extraction results include validation_status and validation_codes reflecting coherence, completeness and authenticity controls. Anomalies are surfaced as graded alerts for human review.

The fiche patrimoniale is a client profile sheet used in wealth advisory and lending, summarizing income, charges, assets, and liabilities together with derived affordability indicators. The extraction returns the client identity, marital status, monthly income and charge breakdowns, asset and liability lists, and the computed debt ratio, disposable income, and savings capacity.

Document structure

• Client: Name and marital status
• Monthly income: Salary, other income, and total
• Monthly charges: Credit payments, rent, other charges, and total
• Assets and liabilities: Itemized asset and liability lists
• Affordability indicators: Debt ratio, disposable income, and savings capacity

Data structure

Within the document_parts array, the fr_fiche_patrimoniale data object contains:

{
  "client": {
    "last_name": "MARTIN",
    "first_names": "Camille"
  },
  "marital_status": "marié(e)",
  "monthly_income": {
    "salary": 3200.00,
    "other": 250.00,
    "total": 3450.00
  },
  "monthly_charges": {
    "credit_payments": 812.45,
    "rent": 0.00,
    "other": 180.00,
    "total": 992.45
  },
  "assets": [
    { "type": "real_estate", "label": "Résidence principale", "value": 540000.00 },
    { "type": "savings", "label": "Livret A", "value": 22950.00 }
  ],
  "liabilities": [
    { "type": "mortgage", "outstanding": 151820.07 }
  ],
  "debt_ratio_pct": 23.5,
  "disposable_income": 2457.55,
  "savings_capacity": 1465.10
}

Field reference

Validation

Extraction results include validation_status and validation_codes reflecting coherence, completeness and authenticity controls. Anomalies are surfaced as graded alerts for human review.