Document Intelligence
Convert mutual fund statements into structured folio and valuation data for faster wealth onboarding and audits.
Overview
What the Mutual Fund OCR API does
FinHub's Mutual Fund OCR API reads a scanned or PDF mutual fund statement and extracts fund name, folio number, unit balance and current value as structured data. It flags low-quality scans and inconsistent totals, keeping every extraction traceable for compliance.
Inputs
- Mutual fund statement image or PDF
- Statement date or period
- Optional investor name for cross-check
Returns
- Fund house and scheme name
- Folio number and investor name
- Unit balance and NAV
- Current market value
- Document quality score
POST /v1/ocr/mutual-fund
How it works
Three steps to a verified result
Upload the statement
Send the mutual fund statement image or PDF over an authenticated, encrypted connection.
Extract and validate
The engine reads fund, folio and valuation fields and checks that unit balance and value figures reconcile.
Receive structured output
Get structured investment fields, a quality score and a tamper-evident log entry.
Use cases
Where teams use Mutual Fund OCR
- Wealth management client onboarding
- Loan against mutual fund collateral verification
- Net-worth and asset verification for underwriting
- Portfolio audit and reconciliation
FAQ
Mutual Fund OCR API — FAQs
Common questions about FinHub's Mutual Fund OCR API.
Yes, both single-scheme statements and consolidated account statements covering multiple folios and fund houses are supported.
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