Finance document intelligence

Settings / Parser Templates

Manage parser configuration for each supported statement type. Edit detection hints, source metadata, notes, and enablement from this page.

Supabase is not configured, so templates are displayed in read-only fallback mode.

Add parser template

Create a parser template row. Statement type can be a new custom key such as rhb_credit_card.

Built-in template reference

These are the default parser template shapes shipped with the app. Use them as examples to edit existing rows or copy into new templates.

Read-only reference

maybank_business

MaybankBusinessParser v0.1.0 · Maybank Business Bank Account

Template metadata

{
  "statement_type": "maybank_business",
  "parser_name": "MaybankBusinessParser",
  "parser_version": "0.1.0",
  "source_name": "Maybank Business Bank Account",
  "source_type": "bank_account",
  "is_enabled": true,
  "notes": "Initial deterministic parser scaffold"
}

Detection hints JSON

{
  "keywords": [
    "MAYBANK BUSINESS",
    "CURRENT ACCOUNT STATEMENT",
    "ACCOUNT TRANSACTIONS",
    "URUSNIAGA AKAUN"
  ],
  "source_notes": [
    "Prefer direct MAE/M2U downloaded PDFs where possible; emailed PDFs may be encrypted or structurally different."
  ],
  "ignore_sections": [
    [
      "Malayan Banking Berhad",
      "denoted by DR"
    ],
    [
      "ENTRY DATE",
      "STATEMENT BALANCE"
    ],
    [
      "ENDING BALANCE :",
      "TOTAL CREDIT :"
    ]
  ],
  "remove_lines": [
    "URUSNIAGA AKAUN",
    "ACCOUNT TRANSACTIONS",
    "TARIKH MASUK",
    "TARIKH NILAI",
    "BUTIR URUSNIAGA",
    "JUMLAH URUSNIAGA",
    "BAKI PENYATA",
    "BEGINNING BALANCE"
  ],
  "text_table": {
    "header_keywords": [
      "Date",
      "Description",
      "Debit",
      "Credit",
      "Balance"
    ],
    "continuation_lines": "append_to_previous_transaction",
    "amount_signs": [
      "+",
      "-",
      "DR",
      "CR"
    ],
    "validate_rolling_balance": true
  },
  "pdf_layout": {
    "first_page": null,
    "default_page": null,
    "coordinate_unit": "pt",
    "notes": "Populate area and column coordinates from a validated Tabula/pdfplumber template when statement PDFs are available."
  }
}

maybank_credit_card

MaybankCreditCardParser v0.1.0 · Maybank Credit Card

Template metadata

{
  "statement_type": "maybank_credit_card",
  "parser_name": "MaybankCreditCardParser",
  "parser_version": "0.1.0",
  "source_name": "Maybank Credit Card",
  "source_type": "credit_card",
  "is_enabled": true,
  "notes": "Initial deterministic parser scaffold"
}

Detection hints JSON

{
  "keywords": [
    "MAYBANK CREDIT CARD",
    "Transaction Date",
    "Posting Date"
  ],
  "source_notes": [
    "Prefer direct MAE/M2U downloaded PDFs where possible; emailed PDFs may be encrypted or structurally different."
  ],
  "remove_lines": [
    "URUSNIAGA AKAUN",
    "ACCOUNT TRANSACTIONS",
    "TARIKH MASUK",
    "TARIKH NILAI",
    "BUTIR URUSNIAGA",
    "JUMLAH URUSNIAGA",
    "BAKI PENYATA"
  ],
  "text_table": {
    "header_keywords": [
      "Transaction Date",
      "Posting Date",
      "Description",
      "Amount"
    ],
    "continuation_lines": "append_to_previous_transaction",
    "credit_markers": [
      "CR"
    ]
  },
  "pdf_layout": {
    "first_page": null,
    "default_page": null,
    "coordinate_unit": "pt",
    "notes": "Populate area and column coordinates from a validated Tabula/pdfplumber template when statement PDFs are available."
  }
}

ambank_credit_card

AmBankCreditCardParser v0.1.0 · AmBank Credit Card

Template metadata

{
  "statement_type": "ambank_credit_card",
  "parser_name": "AmBankCreditCardParser",
  "parser_version": "0.1.0",
  "source_name": "AmBank Credit Card",
  "source_type": "credit_card",
  "is_enabled": true,
  "notes": "Placeholder adapter"
}

Detection hints JSON

{
  "keywords": [
    "AMBANK",
    "CREDIT CARD"
  ]
}

aeon_credit_card

AeonCreditCardParser v0.1.0 · AEON Credit Card

Template metadata

{
  "statement_type": "aeon_credit_card",
  "parser_name": "AeonCreditCardParser",
  "parser_version": "0.1.0",
  "source_name": "AEON Credit Card",
  "source_type": "credit_card",
  "is_enabled": true,
  "notes": "Placeholder adapter"
}

Detection hints JSON

{
  "keywords": [
    "AEON",
    "CREDIT CARD"
  ]
}

MaybankBusinessParser v0.1.0

Maybank Business Bank Account · maybank_business

Statement typeUse lowercase snake_case. Existing parser code is still needed before a new type can parse documents automatically.Source typeParser nameParser versionSource nameEnabled for parser matching

When enabled, this template is available for matching/configuration. Disable it to keep the config saved without using it for parser selection.

Detection hints JSON

{
  "keywords": [
    "MAYBANK BUSINESS",
    "CURRENT ACCOUNT STATEMENT",
    "ACCOUNT TRANSACTIONS",
    "URUSNIAGA AKAUN"
  ],
  "source_notes": [
    "Prefer direct MAE/M2U downloaded PDFs where possible; emailed PDFs may be encrypted or structurally different."
  ],
  "ignore_sections": [
    [
      "Malayan Banking Berhad",
      "denoted by DR"
    ],
    [
      "ENTRY DATE",
      "STATEMENT BALANCE"
    ],
    [
      "ENDING BALANCE :",
      "TOTAL CREDIT :"
    ]
  ],
  "remove_lines": [
    "URUSNIAGA AKAUN",
    "ACCOUNT TRANSACTIONS",
    "TARIKH MASUK",
    "TARIKH NILAI",
    "BUTIR URUSNIAGA",
    "JUMLAH URUSNIAGA",
    "BAKI PENYATA",
    "BEGINNING BALANCE"
  ],
  "text_table": {
    "header_keywords": [
      "Date",
      "Description",
      "Debit",
      "Credit",
      "Balance"
    ],
    "continuation_lines": "append_to_previous_transaction",
    "amount_signs": [
      "+",
      "-",
      "DR",
      "CR"
    ],
    "validate_rolling_balance": true
  },
  "pdf_layout": {
    "first_page": null,
    "default_page": null,
    "coordinate_unit": "pt",
    "notes": "Populate area and column coordinates from a validated Tabula/pdfplumber template when statement PDFs are available."
  }
}

Stores machine-readable hints such as keywords, ignored sections, or PDF layout notes that help describe how this statement should be detected or parsed.Notes

MaybankCreditCardParser v0.1.0

Maybank Credit Card · maybank_credit_card

When enabled, this template is available for matching/configuration. Disable it to keep the config saved without using it for parser selection.

Detection hints JSONStores machine-readable hints such as keywords, ignored sections, or PDF layout notes that help describe how this statement should be detected or parsed.Notes

AmBankCreditCardParser v0.1.0

AmBank Credit Card · ambank_credit_card

AeonCreditCardParser v0.1.0

AEON Credit Card · aeon_credit_card