This endpoint takes the JSON output from either the /transactions/get or /asset_report/get endpoints from Plaid. Please see transactions/get and asset_report/get for Plaid's documentation on these endpoints.
Plaid Asset Reports do not provide Statement Periods. Ocrolus must construct Statement Periods during document analysis. For each Account, Statement Periods are bound by the date of the earliest and latest Transaction in a given month.
If an Asset Report JSON file contains Transactions from January 15, 2019 to April 4, 2019, the Statement Periods are:
- Jan 15 - Jan 31
- Feb 1 - Feb 28
- March 1 - March 31
- April 1 - April 4
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