Atlas provides a sandbox environment for testing. Contact your team for sandbox credentials and the sandbox base URL (
/v1/docstream/...). Sandbox calls use the same authentication pattern.Get your credentials
Contact the Atlas account team to receive your
Client-Id and Client-Secret. Store these securely—you will exchange them for a JWT token in the next step.You will also receive:- The API base URL for your environment
- Your provisioned
product_type(for example,POC_CDLfor consumer durable lending)
Generate an access token
Exchange your credentials for a JWT access token. The token expires after 3600 seconds (one hour).Save the
POST /v1/docstream/authtokenaccess_token. You will pass it as the Token header in every subsequent request.Upload documents
Submit one or more document URLs for processing. Each document needs a
Atlas begins processing immediately after upload. To get the data you can poll the extract endpoint in the next step.
file_url (a pre-signed URL pointing to the file in storage) and a document_id (your own reference for tracking).POST /v1/docstream/multiupload| Field | Type | Required | Description |
|---|---|---|---|
product_type | string | Yes | The assigned product type for your company |
file_urls | array | Yes | List of file objects to process |
file_urls[].file_url | string | Yes | Pre-signed URL to the document file |
file_urls[].document_id | string | Yes | Your identifier for this document |
What to build next
Now that you have end-to-end results, you can:- Set up your
callback_urlto receive results asynchronously and eliminate polling. - Set up your crosschecks to compare results and eliminate the need for human verification.
- Map
error_codevalues likeINVALID_DOCandUNRECOGNISEDinto your exception handling workflow. - Apply
similarity_scorethresholds oncross_checksto automate accept/reject decisions. - Explore the full list of supported document types and their extracted fields in the Supported Documents reference.