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extract-credit-card-statements-data

Extract structured fields from credit card statements documents.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

iterationlayer/skills

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설치 방법 보기

포함된 파일(1)

SKILL.md15.3 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Extract Credit Card Statements Data

Finance teams use this recipe to extract Credit Card Statements details and transaction tables from PDFs instead of manually rekeying statement activity.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "files": [
    {
      "type": "url",
      "name": "credit-card-statements.pdf",
      "url": "https://example.com/documents/credit-card-statements-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "account_holder",
        "type": "TEXT",
        "description": "Account holder name"
      },
      {
        "name": "institution_name",
        "type": "TEXT",
        "description": "Bank, card issuer, or financial institution name"
      },
      {
        "name": "account_number",
        "type": "TEXT",
        "description": "Masked account or card number"
      },
      {
        "name": "statement_start_date",
        "type": "DATE",
        "description": "Statement period start date"
      },
      {
        "name": "statement_end_date",
        "type": "DATE",
        "description": "Statement period end date"
      },
      {
        "name": "opening_balance",
        "type": "CURRENCY_AMOUNT",
        "description": "Opening balance"
      },
      {
        "name": "closing_balance",
        "type": "CURRENCY_AMOUNT",
        "description": "Closing balance"
      },
      {
        "name": "transactions",
        "type": "ARRAY",
        "description": "Statement transaction lines",
        "fields": [
          {
            "name": "transaction_date",
            "type": "DATE",
            "description": "Transaction date"
          },
          {
            "name": "description",
            "type": "TEXT",
            "description": "Transaction description"
          },
          {
            "name": "amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Transaction amount"
          }
        ]
      },
      {
        "name": "currency",
        "type": "CURRENCY_CODE",
        "description": "Currency code"
      }
    ]
  }
}'

import { IterationLayer } from "iterationlayer";

const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "credit-card-statements.pdf",
      "url": "https://example.com/documents/credit-card-statements-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "account_holder",
        "type": "TEXT",
        "description": "Account holder name"
      },
      {
        "name": "institution_name",
        "type": "TEXT",
        "description": "Bank, card issuer, or financial institution name"
      },
      {
        "name": "account_number",
        "type": "TEXT",
        "description": "Masked account or card number"
      },
      {
        "name": "statement_start_date",
        "type": "DATE",
        "description": "Statement period start date"
      },
      {
        "name": "statement_end_date",
        "type": "DATE",
        "description": "Statement period end date"
      },
      {
        "name": "opening_balance",
        "type": "CURRENCY_AMOUNT",
        "description": "Opening balance"
      },
      {
        "name": "closing_balance",
        "type": "CURRENCY_AMOUNT",
        "description": "Closing balance"
      },
      {
        "name": "transactions",
        "type": "ARRAY",
        "description": "Statement transaction lines",
        "fields": [
          {
            "name": "transaction_date",
            "type": "DATE",
            "description": "Transaction date"
          },
          {
            "name": "description",
            "type": "TEXT",
            "description": "Transaction description"
          },
          {
            "name": "amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Transaction amount"
          }
        ]
      },
      {
        "name": "currency",
        "type": "CURRENCY_CODE",
        "description": "Currency code"
      }
    ]
  }
});

from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "credit-card-statements.pdf",
      "url": "https://example.com/documents/credit-card-statements-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "account_holder",
        "type": "TEXT",
        "description": "Account holder name"
      },
      {
        "name": "institution_name",
        "type": "TEXT",
        "description": "Bank, card issuer, or financial institution name"
      },
      {
        "name": "account_number",
        "type": "TEXT",
        "description": "Masked account or card number"
      },
      {
        "name": "statement_start_date",
        "type": "DATE",
        "description": "Statement period start date"
      },
      {
        "name": "statement_end_date",
        "type": "DATE",
        "description": "Statement period end date"
      },
      {
        "name": "opening_balance",
        "type": "CURRENCY_AMOUNT",
        "description": "Opening balance"
      },
      {
        "name": "closing_balance",
        "type": "CURRENCY_AMOUNT",
        "description": "Closing balance"
      },
      {
        "name": "transactions",
        "type": "ARRAY",
        "description": "Statement transaction lines",
        "fields": [
          {
            "name": "transaction_date",
            "type": "DATE",
            "description": "Transaction date"
          },
          {
            "name": "description",
            "type": "TEXT",
            "description": "Transaction description"
          },
          {
            "name": "amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Transaction amount"
          }
        ]
      },
      {
        "name": "currency",
        "type": "CURRENCY_CODE",
        "description": "Currency code"
      }
    ]
  }
})

package main

import il "github.com/iterationlayer/sdk-go"

func main() {
	client := il.NewClient("YOUR_API_KEY")

	result, err := client.ExtractDocument(il.ExtractDocumentRequest{
		Files: []il.FileInput{
			il.FileInput{
				Type: "url",
				Name: "credit-card-statements.pdf",
				Url: "https://example.com/documents/credit-card-statements-sample.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "account_holder",
					Type: "TEXT",
					Description: "Account holder name",
				},
				il.TextFieldConfig{
					Name: "institution_name",
					Type: "TEXT",
					Description: "Bank, card issuer, or financial institution name",
				},
				il.TextFieldConfig{
					Name: "account_number",
					Type: "TEXT",
					Description: "Masked account or card number",
				},
				il.DateFieldConfig{
					Name: "statement_start_date",
					Type: "DATE",
					Description: "Statement period start date",
				},
				il.DateFieldConfig{
					Name: "statement_end_date",
					Type: "DATE",
					Description: "Statement period end date",
				},
				il.CurrencyAmountFieldConfig{
					Name: "opening_balance",
					Type: "CURRENCY_AMOUNT",
					Description: "Opening balance",
				},
				il.CurrencyAmountFieldConfig{
					Name: "closing_balance",
					Type: "CURRENCY_AMOUNT",
					Description: "Closing balance",
				},
				il.ArrayFieldConfig{
					Name: "transactions",
					Type: "ARRAY",
					Description: "Statement transaction lines",
					Fields: []any{
						il.DateFieldConfig{
							Name: "transaction_date",
							Type: "DATE",
							Description: "Transaction date",
						},
						il.TextFieldConfig{
							Name: "description",
							Type: "TEXT",
							Description: "Transaction description",
						},
						il.CurrencyAmountFieldConfig{
							Name: "amount",
							Type: "CURRENCY_AMOUNT",
							Description: "Transaction amount",
						},
					},
				},
				il.CurrencyCodeFieldConfig{
					Name: "currency",
					Type: "CURRENCY_CODE",
					Description: "Currency code",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}

{
  "name": "Extract Credit Card Statements Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract Credit Card Statements Data\n\nFinance teams use this recipe to extract Credit Card Statements details and transaction tables from PDFs instead of manually rekeying statement activity.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "extract-credit-card-statements-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-credit-card-statements-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"account_holder\",\n      \"type\": \"TEXT\",\n      \"description\": \"Account holder name\"\n    },\n    {\n      \"name\": \"institution_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Bank, card issuer, or financial institution name\"\n    },\n    {\n      \"name\": \"account_number\",\n      \"type\": \"TEXT\",\n      \"description\": \"Masked account or card number\"\n    },\n    {\n      \"name\": \"statement_start_date\",\n      \"type\": \"DATE\",\n      \"description\": \"Statement period start date\"\n    },\n    {\n      \"name\": \"statement_end_date\",\n      \"type\": \"DATE\",\n      \"description\": \"Statement period end date\"\n    },\n    {\n      \"name\": \"opening_balance\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Opening balance\"\n    },\n    {\n      \"name\": \"closing_balance\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Closing balance\"\n    },\n    {\n      \"name\": \"transactions\",\n      \"type\": \"ARRAY\",\n      \"description\": \"Statement transaction lines\",\n      \"fields\": [\n        {\n          \"name\": \"transaction_date\",\n          \"type\": \"DATE\",\n          \"description\": \"Transaction date\"\n        },\n        {\n          \"name\": \"description\",\n          \"type\": \"TEXT\",\n          \"description\": \"Transaction description\"\n        },\n        {\n          \"name\": \"amount\",\n          \"type\": \"CURRENCY_AMOUNT\",\n          \"description\": \"Transaction amount\"\n        }\n      ]\n    },\n    {\n      \"name\": \"currency\",\n      \"type\": \"CURRENCY_CODE\",\n      \"description\": \"Currency code\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "credit-card-statements.pdf",
              "fileUrl": "https://example.com/documents/credit-card-statements-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-credit-card-statements-data-extract",
      "name": "Extract Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Extract credit card statements data from the file at [file URL]. Use the extract_document tool with these fields:

- account_holder (TEXT): Account holder name
- institution_name (TEXT): Bank, card issuer, or financial institution name
- account_number (TEXT): Masked account or card number
- statement_start_date (DATE): Statement period start date
- statement_end_date (DATE): Statement period end date
- opening_balance (CURRENCY_AMOUNT): Opening balance
- closing_balance (CURRENCY_AMOUNT): Closing balance
- transactions (ARRAY): Each with transaction_date (DATE), description (TEXT), amount (CURRENCY_AMOUNT)
- currency (CURRENCY_CODE): Currency code

Response

{
  "success": true,
  "data": {
    "account_holder": {
      "value": "Account Holder",
      "confidence": 0.97,
      "citations": [
        "ACCOUNT HOLDER"
      ]
    },
    "institution_name": {
      "value": "Institution Name",
      "confidence": 0.97,
      "citations": [
        "INSTITUTION NAME"
      ]
    },
    "account_number": {
      "value": "Account Number",
      "confidence": 0.97,
      "citations": [
        "ACCOUNT NUMBER"
      ]
    },
    "statement_start_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "statement_end_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "opening_balance": {
      "value": {
        "amount": "1234.56",
        "currency": "EUR"
      },
      "confidence": 0.97,
      "citations": [
        "EUR 1,234.56"
      ]
    },
    "closing_balance": {
      "value": {
        "amount": "1234.56",
        "currency": "EUR"
      },
      "confidence": 0.97,
      "citations": [
        "EUR 1,234.56"
      ]
    },
    "transactions": {
      "value": [
        {
          "transaction_date": {
            "value": "2026-04-15",
            "confidence": 0.96,
            "citations": [
              "15 Apr 2026"
            ]
          },
          "description": {
            "value": "Description",
            "confidence": 0.96,
            "citations": [
              "DESCRIPTION"
            ]
          },
          "amount": {
            "value": {
              "amount": "1234.56",
              "currency": "EUR"
            },
            "confidence": 0.96,
            "citations": [
              "EUR 1,234.56"
            ]
          }
        }
      ],
      "confidence": 0.97,
      "citations": [
        "TRANSACTIONS"
      ]
    },
    "currency": {
      "value": "EUR",
      "confidence": 0.97,
      "citations": [
        "CURRENCY"
      ]
    }
  }
}

리뷰

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아직 댓글이 없습니다. 첫 댓글을 남겨 보세요.

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iterationlayer의 스킬 모두 보기

이 스킬의 문제 신고

설치

명령으로 설치

npx skills add https://github.com/iterationlayer/skills --skill extract-credit-card-statements-data

터미널에 붙여 넣고 실행합니다(Node.js 필요). Claude Code, Codex 등 설치할 에이전트를 고를 수 있습니다.

에이전트에게 부탁하기

다음 Agent Skill을 설치해 주세요.
https://github.com/iterationlayer/skills/tree/main/skills/extract-credit-card-statements-data

먼저 SKILL.md와 첨부 파일의 내용을 확인해 수상한 처리(외부 전송, 인증 정보 읽기 등)가 없는지 확인한 뒤 Claude Code는 ~/.claude/skills/extract-credit-card-statements-data/, Codex는 ~/.agents/skills/extract-credit-card-statements-data/ 에 배치해 주세요.

이 문장을 그대로 Claude Code나 Codex에 보내면 내용을 확인한 뒤 설치해 줍니다.

GitHub에서 소스 보기

저장소: iterationlayer/skills
스타: 4
포크: 0
카테고리: 데이터·AI
라이선스: MIT
원문 언어: 영어
최종 업데이트: 2026년 6월 9일

스킬은 에이전트를 위한 지시와 스크립트의 묶음입니다. cccskills는 내용의 안전성을 보증하지 않습니다. 설치하기 전에 내용을 확인하세요.

포함된 파일(1)

SKILL.md(원문)

Extract Credit Card Statements Data

APIs Used

Prerequisites

Implementation

Response

Links

리뷰

댓글

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