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Adds Fifth Third configuration, ref docs, and update README #130

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306e04c
Adds Fifth Third configuration, ref docs, and update README
nicwus Mar 26, 2025
2340b61
Adds Frost configuration, ref docs, and update README
nicwus Mar 31, 2025
4ed98c8
Adds Frost configuration, ref docs, and update README
nicwus Mar 31, 2025
16cf44b
Adds BMO configuration, ref docs, and update README
nicwus Mar 31, 2025
9cf6fbc
Adds M and T configuration, ref docs, and update README
nicwus Mar 31, 2025
3af3b5c
Adds M and T update README
nicwus Mar 31, 2025
4064667
Adds Regions Bank configuration, ref docs, and update README
nicwus Mar 31, 2025
741ec08
Update Fifth Third Bank config
nicwus Mar 31, 2025
3d996e4
Adds Blue Vine configuration, ref docs, and update README
nicwus Mar 31, 2025
2fc3b50
Adds Blue Vine update README
nicwus Mar 31, 2025
594def8
Adds Bank of america JSON and update README. Sample files where not …
nicwus Apr 1, 2025
a16ae44
Update Wells Fargo Combined Statement of accounts JSON. Sample files …
nicwus Apr 1, 2025
a5cbd3f
Add Chase Checking Summary config and Update README. Ref docs NOT add…
nicwus Apr 1, 2025
bef2898
Update ref docs for better redaction. (blue vine, bmo, frost, m and t…
nicwus Apr 1, 2025
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Adds BMO configuration, ref docs, and update README
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@nicwus
nicwus committed Mar 31, 2025
commit 16cf44bf9bba496d64f5173217f3e72eb73b0e99
1 change: 1 addition & 0 deletions README.md
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Expand Up @@ -287,6 +287,7 @@ Find the ACORD year/month at the bottom left corner of each ACORD page. Often th
- [Fifth Third Bank](<./templates/Financial Services/Bank Statements/configurations/5_3_bank.json>)
- [Ally (Combined Customer Statement)](<./templates/Financial Services/Bank Statements/configurations/ally_combined_customer_statement.json>)
- [Bank of America](<./templates/Financial Services/Bank Statements/configurations/boa.json>)
- [BMO](<./templates/Financial Services/Bank Statements/configurations/bmo.json>)
- [Chase (Consolidated Balance Summary)](<./templates/Financial Services/Bank Statements/configurations/chase_consolidated_balance_summary.json>)
- [Frost](<./templates/Financial Services/Bank Statements/configurations/frost.json>)
- [Well Fargo (Checking)](<./templates/Financial Services/Bank Statements/configurations/wells_fargo_checking.json>)
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365 changes: 365 additions & 0 deletions templates/Financial Services/Bank Statements/configurations/bmo.json
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@@ -0,0 +1,365 @@
{
"fingerprint": {
"tests": [
{
"type": "startsWith",
"text": "BANK OF AMERICA ACCOUNT DETAILS"
},
{
"type": "startsWith",
"text": "Bank Account ID",
"isCaseSensitive": true
},
{
"type": "startsWith",
"text": "Account Type",
"isCaseSensitive": true
},
{
"type": "startsWith",
"text": "SUMMARY",
"isCaseSensitive": true
},
]
},
"fields": [
{
"id": "institution",
"method": {
"id": "constant",
"value": "BMO"
}
},
{
"id": "account_holder_name",
"anchor": {
"match": {
"text": "Bank Account ID",
"type": "startsWith"
}
},
"method": {
"id": "region",
"width": 2.5,
"height": 0.6,
"offsetX": -4.25,
"offsetY": -0.2,
"sortLines": "readingOrderLeftToRight",
"start": "left",
"tiebreaker": 0
}
},
{
"id": "account_name",
"anchor": {
"match": {
"text": "Account Type",
"type": "startsWith"
}
},
"method": {
"id": "region",
"width": 1.5,
"height": 0.3,
"offsetX": 0.7,
"offsetY": -0.1,
"sortLines": "readingOrderLeftToRight",
"start": "right",
"wordFilters": [
"Account Type:",
"Account Type"
]
}
},
{
"id": "_raw_statement_date",
"anchor": {
"match": {
"text": "Statement Period",
"type": "startsWith"
}
},
"method": {
"id": "region",
"width": 1.5,
"height": 0.2,
"offsetX": 0.2,
"offsetY": -0.1,
"sortLines": "readingOrderLeftToRight",
"start": "right",
"wordFilters": [
"Account Type:",
"Account Type"
]
}
},
{
"id": "statement_start_date",
"type": "date",
"method": {
"id": "split",
"source_id": "_raw_statement_date",
"separator": "to",
"index": 0
}
},
{
"id": "statement_end_date",
"type": "date",
"method": {
"id": "split",
"source_id": "_raw_statement_date",
"separator": "to",
"index": 1
}
},
{
"id": "account_number",
"anchor": {
"match": {
"text": "Bank Account ID",
"type": "startsWith"
},
},
"method": {
"id": "region",
"width": 1.5,
"height": 0.2,
"offsetX": 0.6,
"offsetY": -0.1,
"sortLines": "readingOrderLeftToRight",
"start": "right",
"wordFilters": [
"Account Type:",
"Account Type"
]
}
},
{
"id": "accounts",
"type": "sections",
"range": {
"anchor": {
"start": {
"text": "SUMMARY",
"type": "equals"
},
"match": {
"text": "Deposits & Credits",
"type": "startsWith"
},
},
"offsetY": -0.5,
"stop": {
"text": "Opening Balance",
"type": "startsWith"
},
"stopOffsetY": -0.1
},
"fields": [
{
"id": "account_number",
"method": {
"id": "copy_to_section",
"source_id": "account_number"
}
},
{
"id": "account_type",
"method": {
"id": "copy_to_section",
"source_id": "account_name"
}
},
{
"id": "opening_balance",
"anchor": {
"match": {
"text": "Opening Balance",
"type": "startsWith"
}
},
"method": {
"id": "region",
"width": 1.5,
"height": 0.2,
"offsetX": 1,
"offsetY": -0.1,
"sortLines": "readingOrderLeftToRight",
"start": "right",
}
},
{
"id": "closing_balance",
"anchor": {
"match": {
"text": "Closing Balance",
"type": "startsWith"
}
},
"method": {
"id": "region",
"width": 1.5,
"height": 0.2,
"offsetX": 1,
"offsetY": -0.1,
"sortLines": "readingOrderLeftToRight",
"start": "right",
}
},
{
"id": "transaction_data",
"type": "sections",
"range": {
"externalRange": {
"anchor": {
"text": "Particulars",
"type": "equals",
"reverse": true,
},
"stop": {
"text": "Particulars",
"type": "equals"
},
"stopOffsetY": 0.1,
"offsetY": -0.1
},
"anchor": {
"start": {
"type": "startsWith",
"text": "TRANSACTION DETAILS"
},
"match": {
"type": "regex",
"pattern": "^(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])-(\\d{4})$"
}
},
"stopOffsetY": -0.1
},
"fields": [
{
"id": "date",
"anchor": {
"match": {
"type": "regex",
"pattern": "^(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])-(\\d{4})$"
}
},
"method": {
"id": "passthrough"
}
},
{
"id": "transaction_type",
"anchor": {
"match": {
"type": "regex",
"pattern": "^(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])-(\\d{4})$"
}
},
"method": {
"id": "intersection",
"verticalAnchor": "Particulars",
"width": 3,
"height": 0.3,
"offsetX": 1.2,
"percentOverlapX": 0,
"percentOverlapY": 0,
}
},
{
"id": "debit",
"anchor": {
"match": {
"type": "regex",
"pattern": "^(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])-(\\d{4})$"
}
},
"type": "currency",
"method": {
"id": "intersection",
"verticalAnchor": "Withdrawals",
"width": 0.7,
"height": 0.3,
"offsetX": 0.1,
"percentOverlapX": 0,
"percentOverlapY": 0,
}
},
{
"id": "credit",
"anchor": {
"match": {
"type": "regex",
"pattern": "^(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])-(\\d{4})$"
}
},
"type": "currency",
"method": {
"id": "intersection",
"verticalAnchor": "Deposits",
"width": 0.7,
"height": 0.3,
"offsetX": 0,
"percentOverlapX": 0,
"percentOverlapY": 0,
}
},
{
"id": "_balance",
"anchor": {
"match": {
"type": "regex",
"pattern": "^(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])-(\\d{4})$"
}
},
"type": {
"id": "replace",
"pattern": "$-",
"replaceWith": "-$"
},
"method": {
"id": "intersection",
"verticalAnchor": "Balance",
"width": 0.7,
"height": 0.3,
"offsetX": 0.1,
"percentOverlapX": 0,
"percentOverlapY": 0,
}
},
{
"id": "balance",
"type": "currency",
"method": {
"id": "concat",
"source_ids": [
"_balance"
]
}
},
{
"id": "hide",
"method": {
"id": "suppressOutput",
"source_ids": [
"_balance",
]
}
}
]
}
]
},

{
"id": "hide",
"method": {
"id": "suppressOutput",
"source_ids": [
"_raw_statement_date",
]
}
}
]
}
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