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Overview

The Push PDF API is the first step in the PDF Analytics flow. It allows you to upload one or more bank statement PDF files (as Base64-encoded data) for analytics processing. After a successful upload, the API returns a ref_token that you use in subsequent steps to check processing status and retrieve the analytics results.

PDF Analytics Flow

1

Push PDF (this API)

Upload bank statement PDFs with customer details. Receive a ref_token for tracking.
2

Check Status

Poll the Pull Status API using the ref_token to check if processing is complete.
3

Pull Analytics JSON

Once processing is complete, retrieve the analytics results using the Pull Analytics JSON API.

Authentication

This API requires authentication using the following headers:
string
required
Your unique client identifier provided by FinPro during onboarding.
string
required
Your confidential client secret key provided by FinPro. Must be kept secure.
string
required
The unique identifier for your application.
string
required
Your organization’s unique identifier assigned by FinPro.
string
required
Must be set to application/json.

Request Body

string
required
The analytics journey identifier provided by FinPro during onboarding. This determines which analytics pipeline processes your statements. Required on every request.
string
Optional reference identifier for your internal tracking. You can pass your own reference ID (e.g., loan account number, application ID) to correlate this request with your records.
object[]
required
An array of file objects, each representing a bank statement PDF to be processed.

Request Example

Code Examples

Authorizations

client_id
string
header
required

Your unique client identifier provided by MoneyOne during FIU onboarding

client_secret
string
header
required

Your confidential client secret provided by MoneyOne

organisationId
string
header
required

Your organization's unique identifier in the FinPro system

appIdentifier
string
header
required

Application-specific identifier for tracking API calls

Body

application/json

Request body for uploading bank statement PDFs for analytics processing.

analytics_type_identifier
string
required

The analytics journey identifier provided by FinPro during onboarding. Determines which analytics pipeline processes your statements. Required on every request.

Example:

"<constant provided by FinPro>"

fileData
object[]
required

Array of PDF file objects to be processed.

loan_account_number
string

Optional reference identifier for your internal tracking. You can pass your own reference ID (e.g., loan account number, application ID) to correlate this request with your records.

Example:

""

Response

PDF uploaded successfully for processing

Response after successfully pushing a PDF for processing.

status
string

API call status.

Example:

"success"

data
object