What it Does

Sikoia's documents solution enables you to upload, manage, and analyse files or documents containing additional entity data for any case, company, or person. This comprehensive solution offers a wide range of features, including:

• File/document management: Perform CRUD (Create, Read, Update, Delete) operations to manage documents associated with entities.
• Document classification: Automatically classify documents into predefined document types using advanced ML/AI techniques. Learn more about document classification.
• Document integrity checks: Ensure documents meet eligibility requirements by applying predefined rules. Learn more about integrity checks.
• Transform documents into high-quality structured data: Extract, process, and analyse unstructured document data to produce high-quality structured data for supported document types, including payslips and bank statements. This structured data can be used for Income & Employer Verification, Affordability Insights, and Completeness Checks.

How it Works

1. Create a case: Create a case and optionally add a person or company entity to the case.
2. Select the entity to which you want to attach the document. Documents can be uploaded to cases, people, or companies.
3. Base64 encode the file: Any files to be uploaded to the platform need to be base64 encoded and sent as a string.
4. Upload the document: Once it is base64 encoded, you can go ahead and upload the document via the upload document endpoint
   1. The maximum file size for uploads is 20MB.
   2. The following file formats are supported for uploads (but not all are supported for further processing):
      1. PDF
      2. DOC, DOCX
      3. TXT, CSV
      4. MSG
      5. WPD
      6. RTF
      7. PPT, PPTX
      8. XML
      9. JPG, JPEG, PNG
      10. XLS, XLSX
      11. HTM, HTML
      12. JSON

Recipe & Endpoints

Check out this recipe for more information on how to use Sikoia's API to attach documents to an entity.

📘

Start exploring Sikoia's document endpoints here.