---
schema_version: "1"
id: 6ba5db19d6896ca1df9c00b2915ae9897e8fadc4a743372e21cd8b0363c278ef
title: Complete Document AI Schema Configuration (For Reference Only)
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-ae/loan-agent/guides/aes-document-ai-schema-configuration.md
canonical_url: https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-document-ai-schema-configuration.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: f18d5031d071b91114bf6a327d2649df523a7b721fadb4c597d291d273c345a9
products:
  - Loan Prequalification Agent
  - data-ae
---
# Complete Document AI Schema Configuration (For Reference Only)

After you create a Document AI processor configuration for bank statement extraction, Data 360 Document AI returns data in this format. Use this as starting point for additional use cases. See more [Document AI example schemas](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_schema_ref.htm&type=5).

```JSON
{
  "account_holder_name": "string",
  "account_holder_address": "string (multi-line with \\n)",
  "branch_address": "string",
  "city": "string",
  "state": "string",
  "phone_no": "string",
  "currency": "string (e.g., INR, USD)",
  "email": "string",
  "other_account_open_date": "string (DD/MM/YYYY)",
  "Monthly salary": "string (e.g., '85,000.00')",
  "home_loan_taken": true,
  "auto_loan_taken": false,
  "transactions": [
    {
      "date": "string (DD/MM/YY)",
      "transaction_description": "string",
      "reference_number": "string or null",
      "value_date": "string (DD/MM/YY)",
      "withdrawal": null,
      "deposit": null,
      "balance": 0
    }
  ]
}

```

## Field Descriptions

See detailed descriptions and examples for each primary fields in the document schema configuration.
| Field Name | Type | Description | Example |
| ----------------------- | ------- | -------------------- | ------------------------------ |
| account_holder_name | string | Customer name | "Sumit Sharma" |
| account_holder_address | String | Multi-line address | "TECH SOLUTIONS\n2ND FLOOR..." |
| branch_address | String | Bank branch location | "KASTURI UDYOG, SHOP NO 45..." |
| city | String | City name | "Mumbai" |
| state | String | State/Province | "MAHARASHTRA" |
| phone_no | String | Contact number | "022-61606161" |
| currency | String | Currency code | "INR", "USD" |
| email | String | Email address | "example@gmail.com" |
| other_account_open_date | String | Account opening date | "22/04/2016" |
| Monthly salary | String | Pre-extracted salary | "85,000.00" |
| home_loan_taken | boolean | Has home loan? | true/false |
| auto_loan_taken | boolean | Has auto loan? | true/false |
| transactions | Array | List of transactions | See below |

## Transaction Object Schema

The `transaction` array contains the objects detailing the financial activity in the bank statement, defined by the following fields.
| Field | Type | Description |
| ----------------------- | ----------- | --------------------------- |
| date | String | Transaction date (DD/MM/YY) |
| transaction_description | String | Description/narration |
| reference_number | String/Null | Transaction reference |
| value_date | String | Value date (DD/MM/YY) |
| withdrawal | Number/Null | Debit amount |
| deposit | Number/Null | Credit amount |
| balance | Number | Running balance |

## Next Step

- [Step 2 - Create Flow to Retrieve File ID from Email Address](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-create-flow-to-retrieve-file-id.md): Create a screen flow to identify the bank statement file from the customer's email address.