Xceptor Templates API
Operations for managing extraction templates that define the fields and tables to extract from specific document types.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Xceptor Document Upload Authentication Templates API
description: API for uploading and processing documents through Xceptor's data extraction engine. Supports intelligent document processing using NLP, OCR, and generative AI to transform unstructured documents including PDFs, emails, spreadsheets, and handwritten forms into structured, trusted data. The API handles document ingestion, classification, field and table extraction, and confidence-scored output for financial services use cases such as trade confirmations, tax documents, loan notices, and client onboarding materials.
version: '1.0'
contact:
name: Xceptor API Support
url: https://www.xceptor.com/support
email: api-support@xceptor.com
termsOfService: https://www.xceptor.com/legal-tcs
servers:
- url: https://api.xceptor.com/v1
description: Production Server
security:
- bearerAuth: []
tags:
- name: Templates
description: Operations for managing extraction templates that define the fields and tables to extract from specific document types.
paths:
/templates:
get:
operationId: listTemplates
summary: Xceptor List extraction templates
description: Retrieves a list of available extraction templates. Templates define the fields and tables to extract from specific document types, along with validation rules and confidence thresholds.
tags:
- Templates
parameters:
- $ref: '#/components/parameters/PageParam'
- $ref: '#/components/parameters/PageSizeParam'
- name: document_type
in: query
description: Filter templates by document type
schema:
type: string
responses:
'200':
description: A list of extraction templates
content:
application/json:
schema:
$ref: '#/components/schemas/TemplateList'
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
/templates/{templateId}:
get:
operationId: getTemplate
summary: Xceptor Get template details
description: Retrieves the full definition of an extraction template, including its field definitions, table definitions, validation rules, and confidence thresholds.
tags:
- Templates
parameters:
- $ref: '#/components/parameters/TemplateIdParam'
responses:
'200':
description: Template details
content:
application/json:
schema:
$ref: '#/components/schemas/Template'
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Template not found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
components:
parameters:
PageSizeParam:
name: page_size
in: query
description: The number of items per page
schema:
type: integer
minimum: 1
maximum: 100
default: 25
TemplateIdParam:
name: templateId
in: path
required: true
description: The unique identifier of the extraction template
schema:
type: string
format: uuid
PageParam:
name: page
in: query
description: The page number for pagination (1-based)
schema:
type: integer
minimum: 1
default: 1
schemas:
Template:
type: object
description: An extraction template that defines the fields and tables to extract from a specific document type, along with validation rules and confidence thresholds.
properties:
id:
type: string
format: uuid
description: The unique identifier of the template
name:
type: string
description: The display name of the template
description:
type: string
description: A description of the document type this template handles
document_type:
type: string
description: The document type classification this template is designed for
field_definitions:
type: array
items:
$ref: '#/components/schemas/FieldDefinition'
description: The fields to extract from documents
table_definitions:
type: array
items:
$ref: '#/components/schemas/TableDefinition'
description: The tables to extract from documents
confidence_threshold:
type: number
description: The minimum confidence score for accepting extracted values without manual review (0.0 to 1.0)
minimum: 0.0
maximum: 1.0
default: 0.85
created_at:
type: string
format: date-time
description: The date and time the template was created
updated_at:
type: string
format: date-time
description: The date and time the template was last updated
Error:
type: object
description: An error response from the Xceptor API
properties:
code:
type: string
description: A machine-readable error code
message:
type: string
description: A human-readable description of the error
details:
type: object
description: Additional error details when available
additionalProperties: true
FieldDefinition:
type: object
description: A field definition within an extraction template
properties:
name:
type: string
description: The name of the field to extract
data_type:
type: string
description: The expected data type of the field
enum:
- string
- number
- date
- currency
- boolean
required:
type: boolean
description: Whether the field is required in the extraction output
validation_pattern:
type: string
description: A regular expression pattern for validating extracted values
Pagination:
type: object
description: Pagination information for list responses
properties:
page:
type: integer
description: The current page number
page_size:
type: integer
description: The number of items per page
total_items:
type: integer
description: The total number of items across all pages
total_pages:
type: integer
description: The total number of pages
TableDefinition:
type: object
description: A table definition within an extraction template
properties:
name:
type: string
description: The name of the table to extract
columns:
type: array
items:
type: object
properties:
name:
type: string
description: The column name
data_type:
type: string
description: The expected data type of the column
enum:
- string
- number
- date
- currency
- boolean
description: The expected columns in the table
TemplateList:
type: object
description: A paginated list of extraction templates
properties:
data:
type: array
items:
$ref: '#/components/schemas/Template'
description: The list of templates for the current page
pagination:
$ref: '#/components/schemas/Pagination'
securitySchemes:
bearerAuth:
type: http
scheme: bearer
bearerFormat: JWT
description: OAuth2 access token obtained via the client credentials flow. Include as a Bearer token in the Authorization header.
externalDocs:
description: Xceptor Document Upload API Documentation
url: https://docs.xceptor.com/api/documents