GetData Method
End Point
PROD: https://websvcs.quikforms.com/rest/quikformxtract/v1000/documents/{{submitDocTransId}}/data
Description
Once a document has been processed, the customer is notified about the completion via webhook. Either after the webhook notification is received OR after waiting 3 hours, customers will call the GetData method to retrieve the data from Quik! FormXtract.
To retrieve the processed data from a submitted document, first get an AuthToken from the REST Authentication service and then provide the SubmitDocumentTransID (along with the AuthToken).
Request
Parameter | Type | Required | Description |
---|---|---|---|
AuthToken | String | Yes | OAuth token to authorize the API call |
SubmitDocumentTransID | Integer | Yes | Unique identifier for the submitted document |
Sample Request
GET /documents/{{submitDocTransId}}/data HTTP/1.1
Host: uatwebsvcs.quikforms.com
Content-Type: application/json
Authorization: Bearer {{token}}
Returned Field Meta Data
Data will be returned in JSON format and is comprised of 26 parameters, as indicated below.
Field Meta Data | Description | Sample Data |
---|---|---|
FieldID | Quik!'s unique ID for the field on the form | 147906533 |
QuikFormID | Quik!'s unique FormID for the document that was matched by FormXtract. | 47095 |
PageNumber | The page number in the FormID where the field was found in the found (this not the page in the submitted document). | 1 |
FieldName | The exact field name on the form | 1ins.Gender |
FieldType | The type of field (text, checkbox, signature) | checkbox |
Value | The text or checkbox value extracted off the form. Signature fields will result in signed or not signed. | True |
CheckboxValue | The actual value or export value of the checkbox (typically a number, YES, NO, TRUE or FALSE) | 1 |
CheckboxValueLabel | The value represented by the checkbox, or the lookup value in the Quik! Field Definition. Not all checkboxes have lookup values or labels, so use the CheckboxValue in those cases. | Male |
Alias | The field name alias, for human readability. | 1 |
EntryType | The result of evaluating the field entry. Possible values are Valid, Invalid, Null or Blank. An Invalid EntryType means the value could not be determined and must be inspected by the customer. | Valid |
MissingInformation | A descriptive block of text that indicates what FormXtract found was missing in the submitted document. Missing information can include missing pages that were expected (e.g. only 4 out 5 pages in the form were processed and the missing page will be listed) and potentially missing data. |
|
Comments | The comments section may contain miscellaneous information like warnings or error messages that did not stop the process but are reported. |
|
FormCompany | The name of the company that owns the form | Equitable Financial - Life Insurance |
LitNo | The form company’s internal literature number that represents their form | AXA-Life-2011 (rev. 11/11) |
RevisionDate | The date (if any) that the form was last revised by the form company. | 9/1/2018 |
VersionNumber | Quik!'s internal build version for the form - this value helps Quik! identify the right form version in the Quik! library, but does not represent the form company’s own version number. | 4 |
Role | The role of the field, or parent field name in the Quik! Field Definition (e.g. Account Owner, Insured, Prior Account, etc.). | Insured |
FieldLabel | The field’s short name in the Quik! Field Definition that is used for displaying the field in a user interface to make the field name easier to read and identify (e.g. “First Name” instead of “FName”) | Gender |
RoleSystemName | The level 1 System Name role of the field from the Quik! Field Definition which is a continuous string (e.g. no spaces) that is typically used in software development. | Insured |
BaseSystemName | The level 2 System Name field name of the field from the Quik! Field Definition which is a continuous string (e.g. no spaces) that is typically used in software development. | Gender |
SubBaseSystemName | The level 3 System Name field name of the field from the Quik! Field Definition which is a continuous string (e.g. no spaces) that is typically used in software development. |
|
FieldDescription | The description of the field’s intended purpose. | Gender |
RoleNumber | The instance of the role. For example, the first account owner is role 1 and the second account owner is role 2. | 1 |
FieldInstance | The instance of the field on the form, which will be greater than 1 when there are duplicate fields in the same form, which is common among checkboxes. | 1 |
RefVersionID | The unique ID of this form version in the Quik! system. This value is only used for debugging and troubleshooting. | 849096 |
RefPageID | The unique ID of the form page the field is found on within the Quik! system. This value is only used for debugging and troubleshooting. | 8604970 |
Response
Parameter | Type | Description |
---|---|---|
SubmitDocumentTransID | Integer | Unique identifier for the submitted document |
StatusID | Integer | StatusID of the document: 1 = Not Processed |
Status | String | Status label of the document: 1 = Not Processed |
Document | File (Base64 string) | The customer’s original PDF or TIFF file the data was extracted from. |
DocumentUNID | String | Customer-provided ID that can be used to link multiple submitted documents together (i.e. a form package). |
DocumentOrder | String | The customer's numeric value of the sort order of this document within the DocumentUNID |
DocumentFileName | String | The file name the customer gave the submitted document |
FormDataDetails | Data Object
| Form data and meta data returned in JSON (default) or XML format. Data to return includes the items below. JSON should nest the FormID and Page Numbers as shown in the sample JSON below, with clear labels for those values. "QuikFormId": {
"12": {
"PageNumber": {
"2": [
{
"FieldId": 179070330,
"FieldName": "1own.FName",
"FieldType": "text",
"Value": "A1",
"CheckboxValue": "",
"CheckboxValueLabel": "",
"Alias": null,
"EntryType": null,
"MissingInformation": null,
"Comments": null,
"FormCompany": "American Funds",
"LitNo": "MFGEFM-087",
"RevisionDate": "2022-04-01T00:00:00",
"VersionNumber": 38,
"Role": "Owner",
"FieldLabel": "First Name",
"RoleSystemName": "Owner",
"BaseSystemName": "Owner",
"SubBaseSystemName": "",
"FieldDescription": "First Name",
"RoleNumber": 1,
"FieldInstance": 1,
"RefVersionId": 879581,
"RefPageId": 11825159
}
]
}
},
"24": {
"PageNumber": {
"4": [
{
"FieldId": 123456789,
"FieldName": "1own.LName",
"FieldType": "text",
"Value": "B2",
"CheckboxValue": "",
"CheckboxValueLabel": "",
"Alias": null,
"EntryType": null,
"MissingInformation": null,
"Comments": null,
"FormCompany": "Form Company",
"LitNo": "FORMCO-011",
"RevisionDate": "2022-04-01T00:00:00",
"VersionNumber": 15,
"Role": "Owner",
"FieldLabel": "Last Name",
"RoleSystemName": "Owner",
"BaseSystemName": "Owner",
"SubBaseSystemName": "",
"FieldDescription": "Last Name",
"RoleNumber": 1,
"FieldInstance": 3,
"RefVersionId": 666666,
"RefPageId": 12345678
}
]
}
}
}
|
ErrorCode | String | Error code if the operation failed |
ErrorMessage | String | Error message if the operation failed |
Sample Response
{
"SubmitDocTransId": 51,
"StatusId": 4,
"Status": "Processed",
"Document": "JVBERi0xLjcKJeLjz9MKOTU4...","DocumentUNID": "8f2679d9-bdc2-424f-a889-09dfc617bb13",
"DocumentOrder": 1,
"DocumentName": "Test",
"FormDataDetails": {
"QuikFormId": {
"12": {
"PageNumber": {
"2": [
{
"FieldId": 179070330,
"FieldName": "1own.FName",
"FieldType": "text",
"Value": "A1",
"CheckboxValue": "",
"CheckboxValueLabel": "",
"Alias": null,
"EntryType": null,
"MissingInformation": null,
"Comments": null,
"FormCompany": "American Funds",
"LitNo": "MFGEFM-087",
"RevisionDate": "2022-04-01T00:00:00",
"VersionNumber": 38,
"Role": "Owner",
"FieldLabel": "First Name",
"RoleSystemName": "Owner",
"BaseSystemName": "Owner",
"SubBaseSystemName": "",
"FieldDescription": "First Name",
"RoleNumber": 1,
"FieldInstance": 1,
"RefVersionId": 879581,
"RefPageId": 11825159
}
]
}
},
"24": {
"PageNumber": {
"4": [
{
"FieldId": 123456789,
"FieldName": "1own.LName",
"FieldType": "text",
"Value": "B2",
"CheckboxValue": "",
"CheckboxValueLabel": "",
"Alias": null,
"EntryType": null,
"MissingInformation": null,
"Comments": null,
"FormCompany": "Form Company",
"LitNo": "FORMCO-011",
"RevisionDate": "2022-04-01T00:00:00",
"VersionNumber": 15,
"Role": "Owner",
"FieldLabel": "Last Name",
"RoleSystemName": "Owner",
"BaseSystemName": "Owner",
"SubBaseSystemName": "",
"FieldDescription": "Last Name",
"RoleNumber": 1,
"FieldInstance": 3,
"RefVersionId": 666666,
"RefPageId": 12345678
}
]
}
}
}
}
}
For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK