Document Understanding Modern Projects User Guide

DELIVERY:

Last updated May 15, 2025

Financial Statements - document type

Overview

A Form 10-K is an annual report required by the U.S. Securities and Exchange Commission, that gives a comprehensive summary of a company's financial performance.

This model is trained to extract the table of contents in depth of Income, Balance Sheet and Cash Flow data.

Particularities

The model automatically detects data such as:

Income/ Balance Sheet/ Cash Flow: Category, Subcategory, Year 1, Year 2, Year 3.

Extracted fields

Note: If you are using using public endpoints, such as https://du.uipath.com/ie/invoices, all fields are available. However, if you are using custom-trained extractors, the availability of extracted fields is dependant on the version you are currently using.

You can also check the list of fields and types on any endpoint in the /info/model object. To access this, simply add /info/model to any endpoint, like so: https://du.uipath.com/ie/invoices/info/model. For an enhanced reading experience of the fields list, it's recommended to install a JSON viewer extension in your browser.

Table 1. List of extracted fields for Financial Statements
Display Name	Field Name	Field Type	Content Type
Statement of Income - Main Categories	income-section	items	string
Statement of Income - Subcategories	income-detail	items	string
Statement of Income - Amounts of Year 1	income-y1	items	number
Statement of Income - Amounts of Year 2	income-y2	items	number
Statement of Income - Amounts of Year 3	income-y3	items	number
Balance Sheet - Main Categories	balance-section	items	string
Balance Sheet - Subcategory	balance-detail	items	string
Balance Sheet - Amounts of Year 1	balance-y1	items	number
Balance Sheet - Amounts of Year 2	balance-y2	items	number
Balance Sheet - Amounts of Year 3	balance-y3	items	number
Statement of Cash Flows - Main Categories	cash-section	items	string
Statement of Cash Flows - Subcategories	cash-detail	items	string
Statement of Cash Flows - Amounts of year 1	cash-y1	items	number
Statement of Cash Flows - Amounts of year 2	cash-y2	items	number
Statement of Cash Flows - Amounts of year 3	cash-y3	items	number