Actions10
Document → Extract Data From W-9
AI-generatedSummary
Extracts taxpayer information from an IRS Form W-9 image or PDF using the Veryfi API.
Inputs
- fileSource — Where the document comes from: 'binary' (from a previous node) or 'url' (a public URL).
- binaryPropertyName (required) — The name of the input binary field containing the file to upload (PDF, JPEG, PNG, or TIFF). Only required when fileSource is 'binary'.
- fileUrl (required) — The public URL of the document. Veryfi fetches and processes it server-side. Only required when fileSource is 'url'.
- fileName — Optional file name to send to Veryfi. If left empty, the file name is taken from the binary input (or omitted for URL input).
- confidenceDetails — Whether to include per-field confidence scores ({ value, score, ocr_score }) in the response.
- flattenConfidence — Whether to flatten the confidence score objects into sibling keys (e.g., field__score, field__ocr_score). Only applies when confidenceDetails is true.
- additionalOptions — Optional collection of additional options including auto_categorize, boost_mode, categories, external_id, and tags.
Output shape
A single record containing the extracted data from the W-9 form.
When confidenceDetails is true, fields are returned as objects with value, score, and ocr_score. If flattenConfidence is true, these are flattened into sibling keys with suffixes.
Examples
Example 1: Extract data from a binary file uploaded by a previous node.
File Source: Binary; Binary Property: data; Confidence Details: true
Example 2: Extract data from a public URL.
File Source: URL; File URL: https://example.com/w9.pdf
Example 3: Extract data without confidence scores.
File Source: Binary; Binary Property: data; Confidence Details: false