Enter in the applicant's Business Name as the API trigger. In production, criteria is managed via CRM integration.
Integrations
Upload files for analysis. In production file listeners may be managed via data store integration.
Required documents for API demo:
1. Articles of Incorporation
2. Bank Statement.
Results of the file analysis. In production these values are returned to your CRM. Additional response values are managed in your CRM.
Harbr thinks that the files are of high quality in completeness and accuracy.
3 files uploaded.
2/2 Required documents found.
3/3 Business name match.
3/3 Documents analyzed.
49 Items extracted.
Account Number
333 4444 5555
Bank Name
Resource Bank
Bank Address
1598 Ochsner Blvd. Suite 101, Covington, LA 70433
Client Name
E&D Granite City, Inc
Client Address
189 Hurricane Shoals Rd NW
Lawrenceville, GA, 30046, UNITED STATES
Starting Balance
38,925.00
Ending Balance
95,882.00
Statement Start Date
08-01-22
Statement End Date
08-31-22
Transactions
Click to view and export extracted data. Sample below.
A/R Aging Summary As of
08-31-22
Total
$343,703.86
Current
$203,368.04
1 - 30
$72,690.72
31 - 60
$6,914.84
61 - 90
$6,781.29
> 90
$53,948.97
200 OK. Document AI Request Completed Successfully.
Results of the payment, legal, and credit analysis. In production these values are returned to your CRM for monitoring.
First Corporate Solutions
Dun & Bradstreet
Creditsafe USA / Equifax Canada
200 OK. Request Completed Successfully.
Credit report request
