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Practical examples showing how to extract structured data from different document types using Python (Pydantic) and TypeScript (Zod) schemas.
For a complete understanding of Extract outputs, see Extract Outputs. For configuration options, see Extract Overview.

​
Financial Report

Extract key financial metrics and data from financial statements, earnings reports, and other financial documents.

​
Schema

import os
from typing import List, Optional

from chunkr_ai import Chunkr
from pydantic import BaseModel, Field

class FinancialPositionItem(BaseModel):
    category: str
    subcategory: Optional[str]
    account_name: str
    amount: float

class FinancialPositionPeriod(BaseModel):
    as_of_date: str = Field(description="Date for this financial position snapshot")
    items: List[FinancialPositionItem]

class StatementOfFinancialPosition(BaseModel):
    currency: str
    periods: List[FinancialPositionPeriod]

class ProfitOrLossItem(BaseModel):
    account_name: str = Field(description="Name of the profit and loss account")
    amount: float

class StatementOfProfitAndLoss(BaseModel):
    period_start: str
    period_end: str
    currency: str
    items: List[ProfitOrLossItem] = Field(description="List of profit and loss items")
    net_income: float = Field(description="Total net income for this period")


class ComprehensiveIncomeItem(BaseModel):
    account_name: str = Field(description="Name of the comprehensive income account")
    amount: float = Field(description="Monetary value in the statement's base currency")

class ComprehensiveIncomePeriod(BaseModel):
    period_end: str = Field(description="Ending date for this period (YYYY-MM-DD)")
    items: List[ComprehensiveIncomeItem]
    total_comprehensive_income: float

class StatementOfComprehensiveIncome(BaseModel):
    currency: str
    periods: List[ComprehensiveIncomePeriod]

class EquityChangeItem(BaseModel):
    component: str = Field(description="Name of the equity component")
    opening_balance: float = Field(description="Balance at the beginning of the period")
    changes: List[str] = Field(description="Descriptions of changes during the period")
    closing_balance: float = Field(description="Balance at the end of the period")


class StatementOfChangesInEquity(BaseModel):
    period_end: str
    currency: str
    items: List[EquityChangeItem]

class CashFlowItem(BaseModel):
    activity_type: str = Field(description="Type of cash flow activity")
    account_name: str = Field(description="Name of the cash flow account")
    amount: float

class CashFlowPeriod(BaseModel):
    period_end: str
    items: List[CashFlowItem] = Field(description="List of cash flow items")
    net_increase_in_cash: float = Field(description="Net increase for this period")
    closing_cash_balance: float = Field(description="Balance at the end of this period")


class StatementOfCashFlows(BaseModel):
    currency: str
    periods: List[CashFlowPeriod] = Field(description="List of cash flow periods")


class FinancialReport(BaseModel):
    entity_name: str = Field(description="Name of the reporting entity")
    report_title: Optional[str]
    reporting_period_start: Optional[str]
    reporting_period_end: Optional[str]
    reporting_as_of_date: Optional[str]
    currency: str
    statement_of_financial_position: Optional[StatementOfFinancialPosition]
    statement_of_profit_or_loss: Optional[StatementOfProfitAndLoss]
    statement_of_comprehensive_income: Optional[StatementOfComprehensiveIncome]
    statement_of_changes_in_equity: Optional[StatementOfChangesInEquity]
    statement_of_cash_flows: Optional[StatementOfCashFlows]

​
Process

# Convert Pydantic model to JSON schema
schema = FinancialReport.model_json_schema()
client = Chunkr(api_key=os.environ["CHUNKR_API_KEY"])

# Create extract task
task = client.tasks.extract.create(
    file="https://s3.us-east-1.amazonaws.com/chunkr-web/uploads/financial_report.pdf",
    schema=schema,
)

​
Output

{
  "currency": "JPY",
  "entity_name": "SoftBank Group Corp.",
  "report_title": "Consolidated Financial Report For the Fiscal Year Ended March 31, 2025",
  "reporting_as_of_date": "2025-03-31",
  "reporting_period_end": "2025-03-31",
  "reporting_period_start": "2024-04-01",
  "statement_of_cash_flows": {
    "currency": "JPY",
    "periods": [
      {
        "closing_cash_balance": 3713028,
        "items": [
          {
            "account_name": "Net income",
            "activity_type": "Operating Activities",
            "amount": 1603108
          },
          {
            "account_name": "Depreciation and amortization",
            "activity_type": "Operating Activities",
            "amount": 866823
          },
          {
            "account_name": "Loss (gain) on investments at Investment Business of Holding Companies",
            "activity_type": "Operating Activities",
            "amount": -3422188
          },
          {
            "account_name": "Loss (gain) on investments at SoftBank Vision Funds",
            "activity_type": "Operating Activities",
            "amount": -387584
          },
          {
            "account_name": "Finance cost",
            "activity_type": "Operating Activities",
            "amount": 581559
          },
          {
            "account_name": "Foreign exchange loss (gain)",
            "activity_type": "Operating Activities",
            "amount": -27055
          },
          {
            "account_name": "Derivative (gain) loss (excluding (gain) loss on investments)",
            "activity_type": "Operating Activities",
            "amount": 2034029
          },
          {
            "account_name": "Change in third-party interests in SVF",
            "activity_type": "Operating Activities",
            "amount": 491898
          },
          {
            "account_name": "(Gain) loss on other investments and other gain",
            "activity_type": "Operating Activities",
            "amount": -253953
          },
          {
            "account_name": "Income taxes",
            "activity_type": "Operating Activities",
            "amount": 101613
          },
          {
            "account_name": "Increase in investments from asset management subsidiaries",
            "activity_type": "Operating Activities",
            "amount": -769572
          },
          {
            "account_name": "Increase in trade and other receivables",
            "activity_type": "Operating Activities",
            "amount": -508544
          },
          {
            "account_name": "Decrease (increase) in inventories",
            "activity_type": "Operating Activities",
            "amount": -40000
          },
          {
            "account_name": "Increase in trade and other payables",
            "activity_type": "Operating Activities",
            "amount": 237030
          },
          {
            "account_name": "Other",
            "activity_type": "Operating Activities",
            "amount": 93974
          },
          {
            "account_name": "Interest and dividends received",
            "activity_type": "Operating Activities",
            "amount": 299714
          },
          {
            "account_name": "Interest paid",
            "activity_type": "Operating Activities",
            "amount": -482111
          },
          {
            "account_name": "Income taxes paid",
            "activity_type": "Operating Activities",
            "amount": -380008
          },
          {
            "account_name": "Income taxes refunded",
            "activity_type": "Operating Activities",
            "amount": 164847
          },
          {
            "account_name": "Payments for acquisition of investments",
            "activity_type": "Investing Activities",
            "amount": -1625245
          },
          {
            "account_name": "Proceeds from sales/redemption of investments",
            "activity_type": "Investing Activities",
            "amount": 1180746
          },
          {
            "account_name": "Payments for acquisition of investments by SVF",
            "activity_type": "Investing Activities",
            "amount": -578927
          },
          {
            "account_name": "Proceeds from sales of investments by SVF",
            "activity_type": "Investing Activities",
            "amount": 458319
          },
          {
            "account_name": "Payments (net) for acquisition of control over subsidiaries",
            "activity_type": "Investing Activities",
            "amount": -194216
          },
          {
            "account_name": "Proceeds (net) from loss of control over subsidiaries",
            "activity_type": "Investing Activities",
            "amount": 94862
          },
          {
            "account_name": "Purchase of property, plant and equipment, and intangible assets",
            "activity_type": "Investing Activities",
            "amount": -854173
          },
          {
            "account_name": "Payments for loan receivables",
            "activity_type": "Investing Activities",
            "amount": -36538
          },
          {
            "account_name": "Collection of loan receivables",
            "activity_type": "Investing Activities",
            "amount": 119384
          },
          {
            "account_name": "Payments into time deposits",
            "activity_type": "Investing Activities",
            "amount": -139211
          },
          {
            "account_name": "Proceeds from withdrawal of time deposits",
            "activity_type": "Investing Activities",
            "amount": 166897
          },
          {
            "account_name": "Other",
            "activity_type": "Investing Activities",
            "amount": -223438
          },
          {
            "account_name": "Proceeds in (repayment of) short-term interest-bearing debt, net",
            "activity_type": "Financing Activities",
            "amount": -421723
          },
          {
            "account_name": "Proceeds from interest-bearing debt",
            "activity_type": "Financing Activities",
            "amount": 5313665
          },
          {
            "account_name": "Repayment of interest-bearing debt",
            "activity_type": "Financing Activities",
            "amount": -3809082
          },
          {
            "account_name": "Repayment of lease liabilities",
            "activity_type": "Financing Activities",
            "amount": -186441
          },
          {
            "account_name": "Distribution/repayment from SVF to third-party investors",
            "activity_type": "Financing Activities",
            "amount": -1485774
          },
          {
            "account_name": "Purchase of shares of subsidiaries from non-controlling interests",
            "activity_type": "Financing Activities",
            "amount": -79581
          },
          {
            "account_name": "Distribution to owners of other equity instruments",
            "activity_type": "Financing Activities",
            "amount": -18867
          },
          {
            "account_name": "Proceeds from the issuance of other equity instruments in subsidiaries",
            "activity_type": "Financing Activities",
            "amount": 200000
          },
          {
            "account_name": "Purchase of treasury stock",
            "activity_type": "Financing Activities",
            "amount": -237058
          },
          {
            "account_name": "Cash dividends paid",
            "activity_type": "Financing Activities",
            "amount": -64020
          },
          {
            "account_name": "Cash dividends paid to non-controlling interests",
            "activity_type": "Financing Activities",
            "amount": -368678
          },
          {
            "account_name": "Other",
            "activity_type": "Financing Activities",
            "amount": 41175
          },
          {
            "account_name": "Effect of exchange rate changes on cash and cash equivalents",
            "activity_type": "Other",
            "amount": 37487
          },
          {
            "account_name": "(Decrease) increase in cash and cash equivalents relating to transfer of assets classified as held for sale",
            "activity_type": "Other",
            "amount": 33011
          }
        ],
        "net_increase_in_cash": -2473846,
        "period_end": "2025-03-31"
      }
    ]
  },
  "statement_of_changes_in_equity": {
    "currency": "JPY",
    "items": [
      {
        "changes": [],
        "closing_balance": 238772,
        "component": "Common stock",
        "opening_balance": 238772
      },
      {
        "changes": [
          "Changes in interests in subsidiaries",
          "Share-based payment transactions",
          "Other"
        ],
        "closing_balance": 3376724,
        "component": "Capital surplus",
        "opening_balance": 3326093
      },
      {
        "changes": [],
        "closing_balance": 193199,
        "component": "Other equity instruments",
        "opening_balance": 193199
      },
      {
        "changes": [
          "Net income",
          "Cash dividends",
          "Distribution to owners of other equity instruments",
          "Transfer of accumulated other comprehensive income to retained earnings",
          "Purchase and disposal of treasury stock"
        ],
        "closing_balance": 2701792,
        "component": "Retained earnings",
        "opening_balance": 1632966
      },
      {
        "changes": [
          "Purchase and disposal of treasury stock"
        ],
        "closing_balance": -256251,
        "component": "Treasury stock",
        "opening_balance": -22725
      },
      {
        "changes": [
          "Other comprehensive income",
          "Transfer of accumulated other comprehensive income to retained earnings"
        ],
        "closing_balance": 5307305,
        "component": "Accumulated other comprehensive income",
        "opening_balance": 5793820
      },
      {
        "changes": [
          "Net income",
          "Other comprehensive income",
          "Cash dividends",
          "Changes from loss of control",
          "Changes in interests in subsidiaries",
          "Issuance of other equity instruments in subsidiaries",
          "Share-based payment transactions",
          "Other"
        ],
        "closing_balance": 2391485,
        "component": "Non-controlling interests",
        "opening_balance": 2075044
      }
    ],
    "period_end": "2025-03-31"
  },
  "statement_of_comprehensive_income": {
    "currency": "JPY",
    "periods": [
      {
        "items": [
          {
            "account_name": "Net income",
            "amount": 1603108
          },
          {
            "account_name": "Remeasurements of defined benefit plan",
            "amount": 2598
          },
          {
            "account_name": "Equity financial assets at FVTOCI",
            "amount": -13757
          },
          {
            "account_name": "Share of other comprehensive income of associates",
            "amount": 162
          },
          {
            "account_name": "Debt financial assets at FVTOCI",
            "amount": -2373
          },
          {
            "account_name": "Cash flow hedges",
            "amount": 42263
          },
          {
            "account_name": "Exchange differences on translating foreign operations",
            "amount": -547774
          },
          {
            "account_name": "Share of other comprehensive income of associates",
            "amount": -1879
          },
          {
            "account_name": "Total comprehensive income attributable to Owners of the parent",
            "amount": 666237
          },
          {
            "account_name": "Total comprehensive income attributable to Non-controlling interests",
            "amount": 416111
          }
        ],
        "period_end": "2025-03-31",
        "total_comprehensive_income": 1082348
      }
    ]
  },
  "statement_of_financial_position": {
    "currency": "JPY",
    "periods": [
      {
        "as_of_date": "2024-03-31",
        "items": [
          {
            "account_name": "Cash and cash equivalents",
            "amount": 6186874,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Trade and other receivables",
            "amount": 2868767,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Derivative financial assets",
            "amount": 852350,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Other financial assets",
            "amount": 777996,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Inventories",
            "amount": 161863,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Other current assets",
            "amount": 550984,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Assets classified as held for sale",
            "amount": 42559,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Property, plant and equipment",
            "amount": 1895289,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Right-of-use assets",
            "amount": 746903,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Goodwill",
            "amount": 5709874,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Intangible assets",
            "amount": 2448840,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Costs to obtain contracts",
            "amount": 317650,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Investments accounted for using the equity method",
            "amount": 839208,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Investments from SVF (FVTPL)",
            "amount": 11014487,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Investment securities",
            "amount": 9061972,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Derivative financial assets",
            "amount": 385528,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Other financial assets",
            "amount": 2424282,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Deferred tax assets",
            "amount": 245954,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Other non-current assets",
            "amount": 192863,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Interest-bearing debt",
            "amount": 8271143,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Lease liabilities",
            "amount": 149801,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Deposits for banking business",
            "amount": 1643155,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Trade and other payables",
            "amount": 2710529,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Derivative financial liabilities",
            "amount": 195090,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Other financial liabilities",
            "amount": 31801,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Income taxes payable",
            "amount": 163226,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Provisions",
            "amount": 44704,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Other current liabilities",
            "amount": 801285,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Liabilities directly relating to assets classified as held for sale",
            "amount": 9561,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Interest-bearing debt",
            "amount": 12296381,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Lease liabilities",
            "amount": 644706,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Third-party interests in SVF",
            "amount": 4694503,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Derivative financial liabilities",
            "amount": 41238,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Other financial liabilities",
            "amount": 57017,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Provisions",
            "amount": 167902,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Deferred tax liabilities",
            "amount": 1253039,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Other non-current liabilities",
            "amount": 311993,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Common stock",
            "amount": 238772,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Capital surplus",
            "amount": 3326093,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Other equity instruments",
            "amount": 193199,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Retained earnings",
            "amount": 1632966,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Treasury stock",
            "amount": -22725,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Accumulated other comprehensive income",
            "amount": 5793820,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Non-controlling interests",
            "amount": 2075044,
            "category": "Equity",
            "subcategory": "Non-controlling interests"
          }
        ]
      },
      {
        "as_of_date": "2025-03-31",
        "items": [
          {
            "account_name": "Cash and cash equivalents",
            "amount": 3713028,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Trade and other receivables",
            "amount": 3008144,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Derivative financial assets",
            "amount": 111258,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Other financial assets",
            "amount": 1485877,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Inventories",
            "amount": 198291,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Other current assets",
            "amount": 365880,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Assets classified as held for sale",
            "amount": 550440,
            "category": "Assets",
            "subcategory": "Current assets"
          },
          {
            "account_name": "Property, plant and equipment",
            "amount": 2830185,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Right-of-use assets",
            "amount": 857961,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Goodwill",
            "amount": 5781931,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Intangible assets",
            "amount": 2414562,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Costs to obtain contracts",
            "amount": 383022,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Investments accounted for using the equity method",
            "amount": 502995,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Investments from SVF (FVTPL)",
            "amount": 11410922,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Investment securities",
            "amount": 8040068,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Derivative financial assets",
            "amount": 168248,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Other financial assets",
            "amount": 2767625,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Deferred tax assets",
            "amount": 207987,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Other non-current assets",
            "amount": 215332,
            "category": "Assets",
            "subcategory": "Non-current assets"
          },
          {
            "account_name": "Interest-bearing debt",
            "amount": 5629648,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Lease liabilities",
            "amount": 165355,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Deposits for banking business",
            "amount": 1795965,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Trade and other payables",
            "amount": 3036349,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Derivative financial liabilities",
            "amount": 840469,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Other financial liabilities",
            "amount": 5940,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Income taxes payable",
            "amount": 444180,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Provisions",
            "amount": 54047,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Other current liabilities",
            "amount": 629717,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Liabilities directly relating to assets classified as held for sale",
            "amount": 0,
            "category": "Liabilities",
            "subcategory": "Current liabilities"
          },
          {
            "account_name": "Interest-bearing debt",
            "amount": 12376682,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Lease liabilities",
            "amount": 741665,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Third-party interests in SVF",
            "amount": 3652797,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Derivative financial liabilities",
            "amount": 104197,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Other financial liabilities",
            "amount": 199284,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Provisions",
            "amount": 155436,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Deferred tax liabilities",
            "amount": 924392,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Other non-current liabilities",
            "amount": 304607,
            "category": "Liabilities",
            "subcategory": "Non-current liabilities"
          },
          {
            "account_name": "Common stock",
            "amount": 238772,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Capital surplus",
            "amount": 3376724,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Other equity instruments",
            "amount": 193199,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Retained earnings",
            "amount": 2701792,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Treasury stock",
            "amount": -256251,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Accumulated other comprehensive income",
            "amount": 5307305,
            "category": "Equity",
            "subcategory": "Equity attributable to owners of the parent"
          },
          {
            "account_name": "Non-controlling interests",
            "amount": 2391485,
            "category": "Equity",
            "subcategory": "Non-controlling interests"
          }
        ]
      }
    ]
  },
  "statement_of_profit_or_loss": {
    "currency": "JPY",
    "items": [
      {
        "account_name": "Net sales",
        "amount": 7243752
      },
      {
        "account_name": "Cost of sales",
        "amount": -3489549
      },
      {
        "account_name": "Gross profit",
        "amount": 3754203
      },
      {
        "account_name": "Gain (loss) on investments at Investment Business of Holding Companies",
        "amount": 3413821
      },
      {
        "account_name": "Gain (loss) on investments at SoftBank Vision Funds",
        "amount": 387584
      },
      {
        "account_name": "Gain (loss) on other investments",
        "amount": -100298
      },
      {
        "account_name": "Total gain on investments",
        "amount": 3701107
      },
      {
        "account_name": "Selling, general and administrative expenses",
        "amount": -3024409
      },
      {
        "account_name": "Finance cost",
        "amount": -581559
      },
      {
        "account_name": "Foreign exchange gain (loss)",
        "amount": 27055
      },
      {
        "account_name": "Derivative gain (loss) (excluding gain (loss) on investments)",
        "amount": -2034029
      },
      {
        "account_name": "Change in third-party interests in SVF",
        "amount": -491898
      },
      {
        "account_name": "Other gain",
        "amount": 354251
      },
      {
        "account_name": "Income before income tax",
        "amount": 1704721
      },
      {
        "account_name": "Income taxes",
        "amount": -101613
      },
      {
        "account_name": "Net income attributable to Owners of the parent",
        "amount": 1153332
      },
      {
        "account_name": "Net income attributable to Non-controlling interests",
        "amount": 449776
      },
      {
        "account_name": "Basic earnings per share (Yen)",
        "amount": 780.82
      },
      {
        "account_name": "Diluted earnings per share (Yen)",
        "amount": 779.4
      }
    ],
    "net_income": 1603108,
    "period_end": "2025-03-31",
    "period_start": "2024-04-01"
  }
}

{
  "currency": [
    {
      "bboxes": [
        {
          "height": 809.6256103515625,
          "left": 110.3904037475586,
          "top": 153.60479736328125,
          "width": 972.6048583984376
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      ],
      "citation_id": "H6umuS8",
      "citation_type": "Segment",
      "content": "<table>\n<tr>\n<td></td>\n<td colspan=\"2\">(Millions of yen)</td>\n</tr>\n<tr>\n<td></td>\n<td>As of March 31, 2024</td>\n<td>As of March 31, 2025</td>\n</tr>\n<tr>\n<td>Assets</td>\n<td></td>\n<td></td>\n</tr>\n<tr>\n<td>Current assets</td>\n<td></td>\n<td></td>\n</tr>\n<tr>\n<td>Cash and cash equivalents</td>\n<td>6,186,874</td>\n<td>3,713,028</td>\n</tr>\n<tr>\n<td>Trade and other receivables</td>\n<td>2,868,767</td>\n<td>3,008,144</td>\n</tr>\n<tr>\n<td>Derivative financial assets</td>\n<td>852,350</td>\n<td>111,258</td>\n</tr>\n<tr>\n<td>Other financial assets</td>\n<td>777,996</td>\n<td>1,485,877</td>\n</tr>\n<tr>\n<td>Inventories</td>\n<td>161,863</td>\n<td>198,291</td>\n</tr>\n<tr>\n<td>Other current assets</td>\n<td>550,984</td>\n<td>365,880</td>\n</tr>\n<tr>\n<td>Subtotal</td>\n<td>11,398,834</td>\n<td>8,882,478</td>\n</tr>\n<tr>\n<td>Assets classified as held for sale</td>\n<td>42,559</td>\n<td>550,440</td>\n</tr>\n<tr>\n<td>Total current assets</td>\n<td>11,441,393</td>\n<td>9,432,918</td>\n</tr>\n<tr>\n<td>Non-current assets</td>\n<td></td>\n<td></td>\n</tr>\n<tr>\n<td>Property, plant and equipment</td>\n<td>1,895,289</td>\n<td>2,830,185</td>\n</tr>\n<tr>\n<td>Right-of-use assets</td>\n<td>746,903</td>\n<td>857,961</td>\n</tr>\n<tr>\n<td>Goodwill</td>\n<td>5,709,874</td>\n<td>5,781,931</td>\n</tr>\n<tr>\n<td>Intangible assets</td>\n<td>2,448,840</td>\n<td>2,414,562</td>\n</tr>\n<tr>\n<td>Costs to obtain contracts</td>\n<td>317,650</td>\n<td>383,022</td>\n</tr>\n<tr>\n<td>Investments accounted for using the equity method</td>\n<td>839,208</td>\n<td>502,995</td>\n</tr>\n<tr>\n<td>Investments from SVF (FVTPL)</td>\n<td>11,014,487</td>\n<td>11,410,922</td>\n</tr>\n<tr>\n<td>Investment securities</td>\n<td>9,061,972</td>\n<td>8,040,068</td>\n</tr>\n<tr>\n<td>Derivative financial assets</td>\n<td>385,528</td>\n<td>168,248</td>\n</tr>\n<tr>\n<td>Other financial assets</td>\n<td>2,424,282</td>\n<td>2,767,625</td>\n</tr>\n<tr>\n<td>Deferred tax assets</td>\n<td>245,954</td>\n<td>207,987</td>\n</tr>\n<tr>\n<td>Other non-current assets</td>\n<td>192,863</td>\n<td>215,332</td>\n</tr>\n<tr>\n<td>Total non-current assets</td>\n<td>35,282,850</td>\n<td>35,580,838</td>\n</tr>\n<tr>\n<td>Total assets</td>\n<td>46,724,243</td>\n<td>45,013,756</td>\n</tr>\n</table>",
      "page_height": 1683.99365234375,
      "page_number": 1,
      "page_width": 1190.0015869140625,
      "segment_id": "wgSqyhR",
      "segment_type": "Table"
    },
    {
      "bboxes": [
        {
          "height": 20.534393310546875,
          "left": 934.0416259765624,
          "top": 2.8944091796875,
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      "citation_id": "PfSpVmO",
      "citation_type": "Word",
      "content": "yen)",
      "page_height": 1683.99365234375,
      "page_number": 1,
      "page_width": 1190.0015869140625,
      "segment_id": null,
      "segment_type": "Text"
    },
    // .. more citations
  ],
  "entity_name": [
        {
          "bboxes": [
            {
              "height": 36.99359893798828,
              "left": 792.4896240234375,
              "top": 48.959999084472656,
              "width": 347.1983642578125
            }
          ],
          "citation_id": "z9EfpZH",
          "citation_type": "Segment",
          "content": "SoftBank Group Corp. Consolidated Financial Report For the Fiscal Year Ended March 31, 2025",
          "page_height": 1683.99365234375,
          "page_number": 1,
          "page_width": 1190.0015869140625,
          "segment_id": "DWiMb98",
          "segment_type": "PageHeader"
        },
        // .. more citations
  ],
  "report_title": [
        {
          "bboxes": [
            {
              "height": 36.99359893798828,
              "left": 792.4896240234375,
              "top": 48.959999084472656,
              "width": 347.1983642578125
            }
          ],
          "citation_id": "uc2mRtn",
          "citation_type": "Segment",
          "content": "SoftBank Group Corp. Consolidated Financial Report For the Fiscal Year Ended March 31, 2025",
          "page_height": 1683.99365234375,
          "page_number": 1,
          "page_width": 1190.0015869140625,
          "segment_id": "DWiMb98",
          "segment_type": "PageHeader"
        },
        // .. more citations
  ],
  "reporting_as_of_date": [
        {
          "bboxes": [
            {
              "height": 36.99359893798828,
              "left": 792.4896240234375,
              "top": 48.959999084472656,
              "width": 347.1983642578125
            }
          ],
          "citation_id": "rJos6_7",
          "citation_type": "Segment",
          "content": "SoftBank Group Corp. Consolidated Financial Report For the Fiscal Year Ended March 31, 2025",
          "page_height": 1683.99365234375,
          "page_number": 1,
          "page_width": 1190.0015869140625,
          "segment_id": "DWiMb98",
          "segment_type": "PageHeader"
        },
        // .. more citations
  ],
  "reporting_period_end": [
          {
            "bboxes": [
              {
                "height": 36.99359893798828,
                "left": 792.4896240234375,
                "top": 48.959999084472656,
                "width": 347.1983642578125
              }
            ],
            "citation_id": "vQLvY7M",
            "citation_type": "Segment",
            "content": "SoftBank Group Corp. Consolidated Financial Report For the Fiscal Year Ended March 31, 2025",
            "page_height": 1683.99365234375,
            "page_number": 1,
            "page_width": 1190.0015869140625,
            "segment_id": "DWiMb98",
            "segment_type": "PageHeader"
          },
          // .. more citations
  ],
  "reporting_period_start": [
          {
            "bboxes": [
              {
                "height": 36.99359893798828,
                "left": 792.4896240234375,
                "top": 48.959999084472656,
                "width": 347.1983642578125
              }
            ],
            "citation_id": "1luS4_E",
            "citation_type": "Segment",
            "content": "SoftBank Group Corp. Consolidated Financial Report For the Fiscal Year Ended March 31, 2025",
            "page_height": 1683.99365234375,
            "page_number": 1,
            "page_width": 1190.0015869140625,
            "segment_id": "DWiMb98",
            "segment_type": "PageHeader"
          },
          // .. more citations
  ],
  "statement_of_cash_flows": {
          "currency": [
            {
              "bboxes": [
                {
                  "height": 643.2047729492188,
                  "left": 112.10399627685548,
                  "top": 153.20159912109375,
                  "width": 949.4207763671876
                }
              ],
              "citation_id": "la9E9zd",
              "citation_type": "Segment",
              "content": "<table>\n<tr>\n<td></td>\n<td colspan=\"2\">(Millions of yen)</td>\n</tr>\n<tr>\n<td></td>\n<td>Fiscal year ended March 31, 2024</td>\n<td>Fiscal year ended March 31, 2025</td>\n</tr>\n<tr>\n<td>Cash flows from operating activities</td>\n<td></td>\n<td></td>\n</tr>\n<tr>\n<td>Net income</td>\n<td>209,217</td>\n<td>1,603,108</td>\n</tr>\n<tr>\n<td>Depreciation and amortization</td>\n<td>858,620</td>\n<td>866,823</td>\n</tr>\n<tr>\n<td>Loss (gain) on investments at Investment Business of Holding Companies</td>\n<td>449,817</td>\n<td>(3,422,188)</td>\n</tr>\n<tr>\n<td>Loss (gain) on investments at SoftBank Vision Funds</td>\n<td>167,290</td>\n<td>(387,584)</td>\n</tr>\n<tr>\n<td>Finance cost</td>\n<td>556,004</td>\n<td>581,559</td>\n</tr>\n<tr>\n<td>Foreign exchange loss (gain)</td>\n<td>703,122</td>\n<td>(27,055)</td>\n</tr>\n<tr>\n<td>Derivative (gain) loss (excluding (gain) loss on investments)</td>\n<td>(1,502,326)</td>\n<td>2,034,029</td>\n</tr>\n<tr>\n<td>Change in third-party interests in SVF</td>\n<td>390,137</td>\n<td>491,898</td>\n</tr>\n<tr>\n<td>(Gain) loss on other investments and other gain</td>\n<td>(271,064)</td>\n<td>(253,953)</td>\n</tr>\n<tr>\n<td>Income taxes</td>\n<td>(151,416)</td>\n<td>101,613</td>\n</tr>\n<tr>\n<td>Increase in investments from asset management subsidiaries</td>\n<td>(230,986)</td>\n<td>(769,572)</td>\n</tr>\n<tr>\n<td>Increase in trade and other receivables</td>\n<td>(476,511)</td>\n<td>(508,544)</td>\n</tr>\n<tr>\n<td>Decrease (increase) in inventories</td>\n<td>5,436</td>\n<td>(40,000)</td>\n</tr>\n<tr>\n<td>Increase in trade and other payables</td>\n<td>325,731</td>\n<td>237,030</td>\n</tr>\n<tr>\n<td>Other</td>\n<td>208,593</td>\n<td>93,974</td>\n</tr>\n<tr>\n<td>Subtotal</td>\n<td>1,241,664</td>\n<td>601,138</td>\n</tr>\n<tr>\n<td>Interest and dividends received</td>\n<td>256,083</td>\n<td>299,714</td>\n</tr>\n<tr>\n<td>Interest paid</td>\n<td>(430,422)</td>\n<td>(482,111)</td>\n</tr>\n<tr>\n<td>Income taxes paid</td>\n<td>(885,617)</td>\n<td>(380,008)</td>\n</tr>\n<tr>\n<td>Income taxes refunded</td>\n<td>68,839</td>\n<td>164,847</td>\n</tr>\n<tr>\n<td>Net cash provided by operating activities</td>\n<td>250,547</td>\n<td>203,580</td>\n</tr>\n</table>",
              "page_height": 1683.99365234375,
              "page_number": 9,
              "page_width": 1190.0015869140625,
              "segment_id": "r9RNukJ",
              "segment_type": "Table"
            },
            // .. more citations
          ],
          // .. more items
  }, 
  // .. more statements
}

{
  "currency": {
    "citation_status": "Created",
    "confidence": "High"
  },
  "entity_name": {
    "citation_status": "Created",
    "confidence": "High"
  },
  "report_title": {
    "citation_status": "Created",
    "confidence": "High"
  },
  "reporting_as_of_date": {
    "citation_status": "Created",
    "confidence": "High"
  },
  "reporting_period_end": {
    "citation_status": "Created",
    "confidence": "High"
  },
  "reporting_period_start": {
    "citation_status": "Created",
    "confidence": "High"
  },
  "statement_of_cash_flows": {
    "currency": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "periods": [
      {
        "closing_cash_balance": {
          "citation_status": "Created",
          "confidence": "High"
        },
        "items": [
          {
            "account_name": {
              "citation_status": "Created",
              "confidence": "High"
            }
          }
          // .. more items
        ]
      }
      // .. more periods
    ]
  }
  // .. more metrics
}

​
Medical Benefits Claim

Extract key medical benefits claim data from medical benefits claim documents.

​
Schema

import os
from datetime import date
from decimal import Decimal
from typing import List, Optional

from chunkr_ai import Chunkr
from pydantic import BaseModel

class Address(BaseModel):
    line1: Optional[str]
    line2: Optional[str]
    city: Optional[str]
    state: Optional[str]
    country: Optional[str]
    postal_code: Optional[str]
    raw: Optional[str]

class EmployeeInfo(BaseModel):
    employer_name: Optional[str]
    policy_group_number: Optional[str]
    aetna_id: Optional[str]
    full_name: Optional[str]
    birthdate: Optional[date]
    employment_status: Optional[str]
    date_of_retirement: Optional[date]
    address: Optional[Address]
    phone: Optional[str]

class PatientInfo(BaseModel):
    full_name: Optional[str]
    aetna_id: Optional[str]
    birthdate: Optional[date]
    relationship_to_employee: Optional[str]
    address: Optional[Address]
    gender: Optional[str]
    marital_status: Optional[str]
    employed: Optional[bool]
    employer_name: Optional[str]
    employer_address: Optional[Address]

class ClaimCircumstances(BaseModel):
    accident_related: Optional[bool]
    accident_date: Optional[date]
    accident_time: Optional[str]
    employment_related: Optional[bool]
    other_coverage: Optional[bool]
    other_insurance_company: Optional[str]
    other_policy_number: Optional[str]
    other_policy_holder: Optional[str]

class Authorization(BaseModel):
    patient_signature: Optional[str]
    patient_signature_date: Optional[date]
    assignment_of_benefits_signature: Optional[str]
    assignment_date: Optional[date]

class FacilityInfo(BaseModel):
    name: Optional[str]
    address: Optional[Address]
    admission_date: Optional[date]
    discharge_date: Optional[date]

class Diagnosis(BaseModel):
    primary: Optional[str]
    secondary: Optional[List[str]]
    icd_codes: Optional[List[str]]

class ProcedureEntry(BaseModel):
    service_date: Optional[date]
    place_of_service: Optional[str]
    procedure_code: Optional[str]
    description: Optional[str]
    type_of_service: Optional[str]
    charge: Optional[Decimal]
    units: Optional[int]
    diagnosis_code: Optional[str]

class PhysicianInfo(BaseModel):
    full_name: Optional[str]
    address: Optional[Address]
    phone: Optional[str]
    taxpayer_id: Optional[str]
    patient_account_number: Optional[str]
    national_provider_identifier: Optional[str]
    signature: Optional[str]
    signature_date: Optional[date]

class BillingSummary(BaseModel):
    total_charge: Optional[Decimal]
    amount_paid: Optional[Decimal]
    balance_due: Optional[Decimal]

class MedicalBenefitsClaim(BaseModel):
    employee: Optional[EmployeeInfo]
    patient: Optional[PatientInfo]
    claim_circumstances: Optional[ClaimCircumstances]
    authorization: Optional[Authorization]
    physician: Optional[PhysicianInfo]
    facility: Optional[FacilityInfo]
    diagnosis: Optional[Diagnosis]
    procedures: Optional[List[ProcedureEntry]]
    billing: Optional[BillingSummary]

​
Process

# Convert Pydantic model to JSON schema
schema = MedicalBenefitsClaim.model_json_schema()
client = Chunkr(api_key=os.environ["CHUNKR_API_KEY"])

# Create extract task
task = client.tasks.extract.create(
    file="https://s3.us-east-1.amazonaws.com/chunkr-web/uploads/medical_benefits_claim.pdf",
    schema=schema,
)

​
Output

{
  "authorization": {
    "assignment_date": "2025-02-16",
    "assignment_of_benefits_signature": "Anderson MJ",
    "patient_signature": "Anderson MJ",
    "patient_signature_date": "2025-02-16"
  },
  "billing": {
    "amount_paid": 200,
    "balance_due": 1600,
    "total_charge": 1800
  },
  "claim_circumstances": {
    "accident_date": "2025-02-12",
    "accident_related": true,
    "accident_time": "3:30 pm",
    "employment_related": false,
    "other_coverage": false,
    "other_insurance_company": null,
    "other_policy_holder": null,
    "other_policy_number": null
  },
  "diagnosis": {
    "icd_codes": [
      "S52.5",
      "S50.1"
    ],
    "primary": "Fractured Radius",
    "secondary": [
      "Contusion of Forearm"
    ]
  },
  "employee": {
    "address": {
      "city": "Springfield",
      "country": null,
      "line1": "145 E Indian Blvd",
      "line2": null,
      "postal_code": null,
      "raw": "145 E Indian Blvd, Springfield, IL",
      "state": "IL"
    },
    "aetna_id": "E451958",
    "birthdate": "1980-03-14",
    "date_of_retirement": null,
    "employer_name": "Technova Solutions Inc.",
    "employment_status": "Active",
    "full_name": "Anderson, Mary J.",
    "phone": "2155557890",
    "policy_group_number": "A124175"
  },
  "facility": {
    "address": {
      "city": "Springfield",
      "country": null,
      "line1": "451 Health Ave",
      "line2": null,
      "postal_code": "62704",
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      "state": "IL"
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      "country": null,
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      "line2": null,
      "postal_code": null,
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      "state": "IL"
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    "employed": false,
    "employer_address": null,
    "employer_name": null,
    "full_name": "John R.",
    "gender": "Male",
    "marital_status": "Single",
    "relationship_to_employee": "Child"
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      "city": "Springfield",
      "country": null,
      "line1": "3 Health Ave",
      "line2": "Springfield Orthopedics",
      "postal_code": "62705",
      "raw": "Springfield Orthopedics, 3 Health Ave, Springfield, IL 62705",
      "state": "IL"
    },
    "full_name": "Dr. Jake Blakey",
    "national_provider_identifier": "502357115",
    "patient_account_number": "PT-20250215-001",
    "phone": "2171527785",
    "signature": "Jake B",
    "signature_date": "2025-02-16",
    "taxpayer_id": "IL-12458"
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      "place_of_service": "Outpatient",
      "procedure_code": "73090",
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      "type_of_service": "4",
      "units": 1
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    {
      "charge": 1200,
      "description": "Closed Treatment, Radius",
      "diagnosis_code": "S52.5",
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      "procedure_code": "24500",
      "service_date": "2025-02-15",
      "type_of_service": "2",
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    {
      "charge": 350,
      "description": "Cast Application",
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      "place_of_service": "Outpatient",
      "procedure_code": "29125",
      "service_date": "2025-02-15",
      "type_of_service": "1",
      "units": 1
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      // .. more citations
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        "page_number": 1,
        "page_width": 3719.9951171875,
        "segment_id": "qdlXRQf",
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        "bboxes": [
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            "width": 245.9520263671875
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        ],
        "citation_id": "46uANRd",
        "citation_type": "Word",
        "content": "02/12/2025",
        "page_height": 5262.0048828125,
        "page_number": 1,
        "page_width": 3719.9951171875,
        "segment_id": null,
        "segment_type": "Text"
      }
    ],
    // .. more items
    "other_insurance_company": null,
    "other_policy_holder": null,
    "other_policy_number": null
  },
  "diagnosis": {
    "icd_codes": [
      {
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          {
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            "left": 180.36000061035156,
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        ],
        "citation_id": "JsWdVrh",
        "citation_type": "Segment",
        "content": "1. Fractured Radius (ICD-10 S52.5)",
        "page_height": 5262.0048828125,
        "page_number": 1,
        "page_width": 3719.9951171875,
        "segment_id": "Hol6zze",
        "segment_type": "Text"
      },
      // .. more citations
    ],
    // .. more items
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  "employee": {
    "address": {
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            {
              "height": 1227.672119140625,
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              "top": 351.15838623046875,
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          ],
          "citation_id": "W3_iKpQ",
          "citation_type": "Segment",
          "content": "<table>\n  <tbody>\n    <tr>\n      <td>1. Employer's Name<br><b>Technova Solutions Inc.</b></td>\n      <td>2. Policy/Group Number<br><b>A124175</b></td>\n    </tr>\n    <tr>\n      <td>3. Employee's Aetna ID Number<br><b>E451958</b></td>\n      <td>4. Employee's Name<br><b>Anderson, Mary J.</b></td>\n      <td>5. Employee's Birthdate (MM/DD/YYYY)<br><b>03/14/1980</b></td>\n    </tr>\n    <tr>\n      <td>6. ☑ Active ☐ Retired<br>Date of Retirement</td>\n      <td>7. Employee's Address (include ZIP Code)<br><b>145 E Indian Blvd, Springfield, IL</b></td>\n      <td>☑ Address is new</td>\n      <td>8. Employee's Daytime Telephone Number<br><b>( 215 ) 555-7890</b></td>\n    </tr>\n    <tr>\n      <td>9. Patient's Name<br><b>John R.</b></td>\n      <td>10. Patient's Aetna ID Number<br><b>P51309</b></td>\n      <td>11. Patient's Birthdate (MM/DD/YYYY)<br><b>06/24/2010</b></td>\n      <td>12. Patient's Relationship to Employee<br>☐ Self ☐ Spouse ☑ Child ☐ Other</td>\n    </tr>\n    <tr>\n      <td colspan=\"3\">13. Patient's Address (if different from employee)</td>\n      <td>14. Patient's Gender<br>☑ Male ☐ Female</td>\n    </tr>\n    <tr>\n      <td>15. Patient's Marital Status<br>☐ Married ☑ Single</td>\n      <td>16. Is patient employed?<br>☑ No ☐ Yes</td>\n      <td colspan=\"2\">17. Name & Address of Employer</td>\n    </tr>\n    <tr>\n      <td colspan=\"3\">18. Is claim related to an accident?<br>☐ No ☑ Yes If Yes, date <b>02/12/2025</b> time <b>3:30</b> ☐ am ☑ pm</td>\n      <td>19. Is claim related to employment?<br>☑ No ☑ Yes</td>\n    </tr>\n    <tr>\n      <td>20. Are any family members expenses covered by another group health plan, group pre-payment plan (Blue Cross- Blue Shield, etc.), no fault auto insurance, Medicare or any federal, state or local government plan?<br>☑ No ☐ Yes</td>\n      <td colspan=\"3\">21. If Yes, list policy or contract holder, policy or contract number(s) and name/address of insurance company or administrator:</td>\n    </tr>\n    <tr>\n      <td>22. Member's ID Number</td>\n      <td>23. Member's Name</td>\n      <td colspan=\"2\">24. Member's Birthdate (MM/DD/YYYY)</td>\n    </tr>\n  </tbody>\n</table>",
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          "page_number": 1,
          "page_width": 3719.9951171875,
          "segment_id": "qdlXRQf",
          "segment_type": "Table"
        },
        // .. more citations
      ],
      // .. more items
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    // .. more items
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  "facility": {
    "address": {
      "city": [
        {
          "bboxes": [
            {
              "height": 63.54736328125,
              "left": 182.9664001464844,
              "top": 2644.847900390625,
              "width": 1697.3568115234375
            }
          ],
          "citation_id": "VbxB14m",
          "citation_type": "Segment",
          "content": "Springfield Community Hospital, 451 Health Ave, Springfield, IL 62704",
          "page_height": 5262.0048828125,
          "page_number": 1,
          "page_width": 3719.9951171875,
          "segment_id": "OkZta-w",
          "segment_type": "Text"
        },
        // .. more citations
      ],
      // .. more items
    },
    // .. more items
  },
  // .. more items
}

{
  "authorization": {
    "assignment_date": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "assignment_of_benefits_signature": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "patient_signature": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "patient_signature_date": {
      "citation_status": "Created",
      "confidence": "High"
    }
  },
  "billing": {
    "amount_paid": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "balance_due": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "total_charge": {
      "citation_status": "Created",
      "confidence": "High"
    }
  },
  "claim_circumstances": {
    "accident_date": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "accident_related": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "accident_time": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "employment_related": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "other_coverage": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "other_insurance_company": {
      "citation_status": "Skipped",
      "confidence": "High"
    },
    "other_policy_holder": {
      "citation_status": "Skipped",
      "confidence": "High"
    },
    "other_policy_number": {
      "citation_status": "Skipped",
      "confidence": "High"
    }
  },
  "diagnosis": {
    "icd_codes": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "primary": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "secondary": {
      "citation_status": "Created",
      "confidence": "High"
    }
  },
  "employee": {
    "address": {
      "city": {
        "citation_status": "Created",
        "confidence": "High"
      },
      // .. more items
    },
    "aetna_id": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "birthdate": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "date_of_retirement": {
      "citation_status": "Skipped",
      "confidence": "High"
    },
    "employer_name": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "employment_status": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "full_name": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "phone": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "policy_group_number": {
      "citation_status": "Created",
      "confidence": "High"
    }
  },
  "facility": {
    "address": {
      "city": {
        "citation_status": "Created",
        "confidence": "High"
      },
      // .. more items
    },
    "admission_date": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "discharge_date": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "name": {
      "citation_status": "Created",
      "confidence": "High"
    }
  },
  "patient": {
    "address": {
      "city": {
        "citation_status": "Created",
        "confidence": "High"
      },
      // .. more items
    },
    "aetna_id": {
      "citation_status": "Created",
      "confidence": "High"
    },
    // .. more items
  },
  "physician": {
    "address": {
      "city": {
        "citation_status": "Created",
        "confidence": "High"
      },
      // .. more items
    },
    "full_name": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "national_provider_identifier": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "patient_account_number": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "phone": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "signature": {
      "citation_status": "Created",
      "confidence": "Low"
    },
    "signature_date": {
      "citation_status": "Created",
      "confidence": "High"
    },
    "taxpayer_id": {
      "citation_status": "Created",
      "confidence": "High"
    }
  },
  "procedures": [
    {
      "charge": {
        "citation_status": "Created",
        "confidence": "High"
      },
      "description": {
        "citation_status": "Created",
        "confidence": "High"
      },
      "diagnosis_code": {
        "citation_status": "Created",
        "confidence": "High"
      },
      "place_of_service": {
        "citation_status": "Created",
        "confidence": "High"
      },
      "procedure_code": {
        "citation_status": "Created",
        "confidence": "High"
      },
      "service_date": {
        "citation_status": "Created",
        "confidence": "Low"
      },
      "type_of_service": {
        "citation_status": "Created",
        "confidence": "High"
      },
      "units": {
        "citation_status": "Created",
        "confidence": "High"
      }
    }
    // .. more procedures
  ]
}

​
Best Practices

​
Schema Design Tips

  1. Use Descriptive Field Names: Choose clear, unambiguous field names that reflect the actual data being extracted.
  2. Handle Optional Fields Appropriately: Mark fields as optional when they may not be present in all documents.
  3. Include Field Descriptions: Use Pydantic’s Field(description="...") or Zod’s .describe() to provide context.
  4. Use Appropriate Data Types: Choose the right types (string, number, boolean, array, date) for each field.

​
Extraction Optimization

  1. Custom System Prompts: Tailor prompts to your document type. See the system prompt parameter for details.
  2. Quality Validation: Use citation trails alongside confidence scores to validate extractions.
Confidence values are currently experimental. Treat them as a heuristic for ranking rather than a definitive measure of correctness. We recommend using them conservatively and pairing scores with citation reviews.