APIPersonal Financial Statements

The Personal Financial Statement object

An extracted personal financial statement.

The retrieve endpoint returns this object on its own. The list endpoint returns one per document, wrapped as { "borrower_id": …, "statements": [ { "extracted_document_id", "document_category", "report_data" } ] }.

Attributes

  • applicant: who the statement is for, with name, business name and type, addresses, the as-of date, program, and signer details.
  • assets: the asset lines as printed (cash, savings, retirement, receivables, life insurance cash value, stocks and bonds, real estate, automobiles, other property) with total_assets.
  • liabilities: the liability lines (accounts payable, notes payable, installment accounts with balance and monthly payment, mortgages, unpaid taxes) with total_liabilities and net_worth.
  • income: salary, investment, real estate, and other income with total_income.
  • contingent: contingent liabilities (endorser or co-maker positions, legal claims, tax provisions).
  • notes_payable: the notes-payable detail schedule, one row per noteholder.

Typical document_category value: personal_financial_statement.

Money and date values follow the export value conventions, documented under Getting Started.