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Timmy6942025
Timmy6942025COMMUNITY
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kyc-doc-parse

Extract structured KYC fields from investor onboarding documents into JSON records.

3|Updated May 30, 2026
Search Tags:#data extraction#compliance#KYC#document parsing#financial services
One-click install
npx skills add https://github.com/Timmy6942025/open-financial-agents --skill kyc-doc-parse-timmy6942025
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: kyc-doc-parse
Source: https://github.com/Timmy6942025/open-financial-agents/tree/main/src/agent-skills/kyc-screener/skills/kyc-doc-parse
Command: npx skills add https://github.com/Timmy6942025/open-financial-agents --skill kyc-doc-parse-timmy6942025

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the process of parsing investor or client onboarding packets into structured KYC fields, simplifying the first step of KYC screening and providing data for the rules engine.

Core Features & Use Cases

  • KYC Document Parsing: Extracts identity, ownership, control, source of funds, and document inventory from onboarding packets.
  • Structured Data Output: Outputs JSON records with all necessary KYC information for further processing.
  • Use Case: Utilize this Skill to automate the initial review of KYC documents, ensuring accurate and efficient data entry for compliance with regulatory requirements.

Quick Start

Parse the onboarding packet from 'onboarding-pack.pdf' and output structured KYC data.

Frequently Asked Questions about kyc-doc-parse

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate data extraction from KYC onboarding documents?▼

Automating data extraction from KYC onboarding documents involves parsing investor packets to capture identity, ownership, and source of funds details. This Skill structures that extracted information into JSON records for compliance workflows.

What is structured KYC data parsing for compliance workflows?▼

Structured KYC data parsing is the process of taking onboarding documents and converting them into organized JSON fields. This provides the necessary inventory and client information required to feed downstream financial services rules engines.

Does this document parsing tool output JSON records for KYC rules engines?▼

Yes, this document parsing tool outputs JSON records specifically designed for KYC rules engines. It extracts identity, ownership control, and source of funds data from onboarding packets to integrate seamlessly with compliance processing.

What is the best way to extract source of funds and ownership data from investor packets?▼

The best way to extract source of funds and ownership data from investor packets is using an automated parsing Skill. It securely processes onboarding documents to pull specific KYC fields and outputs them as structured JSON.

Can I use this to parse untrusted financial services onboarding PDFs?▼

Yes, you can use this to parse untrusted financial services onboarding PDFs. It is specifically designed to handle investor onboarding packets, extracting document inventory and client identity data for compliance screening.

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