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Key Information Document

Extract data from key information documents

Koncile's AI OCR extracts and structures data from key information documents (DIC) to automate your checks, analyses, and treatments at scale.

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Case study
Case study
Case study
Case study

The tool that extracts key information

Koncile’s OCR automatically analyzes Key Information Documents (KIDs), identifies essential sections such as risk profile, fees, performance scenarios, or holding duration, and converts them into structured data (JSON, Excel, etc.).

Perfect for automating checks, feeding a database, or enabling large-scale analysis.

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Pierre Laprée
Founder & CPO at SpendHQ

Koncile automates the intelligent extraction of contractual data. Despite the complexity of our clients’ contracts, the tool ensures quality and speed, saving us valuable time.

Fields extracted by the tool

Designed for compliance, finance, or product teams, the tool allows you to centralize KIDs into a structured table: product name, objective, risk level, fees, performance scenarios, recommended holding period, and practical information.

Ideal for automating checks and building a reliable data repository with intelligent document processing.

Nom

Type

Exemple

Instruction

Validité

Text

Oui

Vérifie que le RIB est bien constitué des éléments suivants :
- Code banque (5 chiffres)
- Code guichet (5 chiffres)
- Numéro de compte (11 caractères alphanumériques)
- Clé RIB (2 chiffres)
Si les RIB est bien constitué de ces éléments, choisis la valeur "Oui". Sinon choisis la valeur "Non".

Product name

Text VALOREM DYNAMIQUE 2032 Extract the trade name of the product, often at the top or in the title of the document.

Product type

Text Formula investment contract Identify the category (funds, structured contracts, life insurance, etc.).

Manufacturer

Text Finvaria Capital Full name of the issuing entity (completely fictitious name).

Regulatory authority

Text European Financial Supervision Commission Extract the organization that oversees the product.

Date of publication

Date 28/03/2024 Mark the date to check if the KID is up to date.

Recommended investment period

Text 7 years Identify the recommended investment horizon.

Risk scale

Number 5 Extract the grade from 1 to 7 (SRRI grid).

Main risks

Text Market risk, non-liquidity risk Identify the specific risks mentioned in the document.

Entry costs

Price 120 € Extract the initial fees paid at the time of subscription.

Recurring costs

Number 1,15 % Identify the annual management fees expressed as a percentage or fixed amount.
Add your custom fields
Edit the AI instructions
Discover the full extraction template
Discover the full extraction template

Why choose Koncile OCR for your AMF regulatory documents?

OCR accounting integration

Integrated with your tools

Koncile integrates perfectly into your digital ecosystem: connection via API, automatic import from your emails or direct synchronization with your ERP.

Easily import documents, trigger automated extractions, and retrieve structured data where you need it.

Whether you use Excel, Outlook, SAP or another business tool, Koncile adapts to your workflow to simplify document management and maximize your productivity gains.

Try next-generation data extraction

Start with a ready-to-use model, test on a document and scale

A unique extraction solution for your regulatory documents

1

Automatic collection by OCR and AI

Combination of two technologies to recognize key information, despite the variability of AMF documents

2

Document flow management

Accelerate your document flow management thanks to automatic field detection.

3

Optimized document workflow

Koncile's OCR API uses AI algorithms and LLMs to ensure the best reliability in extraction.

4

Mass documentary check

Build a database based on the information extracted. Perform checks on large volumes.

5

DIC control and analysis base

Does the DIC contain all the required regulatory information? Is the risk level reported correctly? Are the performance scenarios complete and up to date? Are all the fees well detailed (entry, management, exit)? Is the recommended length of detention specified and consistent? Is the practical information present and accurate? Automate the reading, verification, and structuring of DICs with Koncile's AI OCR.

The API to streamline your document management

status
string

Document status can be DONE, DUPLICATE, or IN PROGRESS

document_id
integer

Unique identifier assigned to each document

general_fields
objects

Fields that appear once per document. Returns in the format: {field_name: extracted_value}

Full documentation
Full documentation
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Claim my API key
Security and privacy

An AI OCR tool built for regulated environments

Founded by a former lawyer, Koncile was designed with compliance and data protection at its core. We are independently audited under SOC 2 and compliant with GDPR and HIPAA requirements.

Review our security docs
Review our security docs

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  • Benchmarks and results from hundreds of clients in your industry
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Real life insights on document automation

All our ressources
All our ressources
Procurement

Receipt

Merchant details, purchase details, quantities, prices

Procurement

Pricing grid

Pricing grid or framework agreements

Procurement

Purchase order

Contact details and product details, quantities, and prices

Procurement

Invoice

Supplier details and line-by-line details

Procurement

Quotes

Supplier information and line-by-line details

Procurement

Product catalog

Product name, reference, category, price, stock, stock, description, visuals: extracted by AI, ready to integrate your digital catalog.

Procurement

Delivery note

Delivered address, supplier, delivered products, and quantities

FAQ

All your questions
on Koncile

Koncile OCR automatically detects the essential sections of a DIC, such as the characteristics of the financial product, associated risks, and possible fees. It thus facilitates the analysis and management of regulatory documents.

Yes! You can configure Koncile OCR to retrieve only certain fields such as historical performance, transaction costs, or regulatory warnings according to your needs.

You can upload your key information document in PDF, PNG, or JPEG. These formats are fully compatible with our OCR technology and guarantee reliable extraction of the data contained.

Yes, Koncile OCR is capable of processing printed and handwritten documents. If the text is handwritten, it uses advanced character recognition to improve the accuracy of the extracted data.

The software is accessible via a powerful OCR API, with comprehensive documentation available. Plus, you can upload documents directly into the app and export the extracted data to XLSX, XLS, CSV, or JSON for seamless integration into your workflows.

Check our API documentation, contact us at contact@koncile.ai. You can also create a demo account or book a demonstration with our team.

Koncile offers 3 plans, including enterprise options for handling large volumes of data. You can check our pricing on our pricing page.

In each extraction template, you will find:

  • General fields: These are pieces of information that appear only once in each document (e.g., the invoice number or the invoice date).
  • Repeated fields: These are pieces of information that appear multiple times in a document, such as item descriptions or prices in each line of a quote. Use repeated fields for extracting tables and charts from your documents.