SmartFINN · Connective Mercury

Fact Find PDF ingest

Upload a client Fact Find PDF, extract fields with Azure Document Intelligence, review the Mercury-mapped payload, then optionally send to the Mercury API.

Mercury API test (data.json) →

API…

Azure DI…

Mercury…

Dry-run default…

1. Upload Fact Find PDF

Note: prebuilt-read only returns OCR lines (empty keyValuePairs). The app now maps Fact Find fields from those lines. Use prebuilt-layout when you want DI key-value extraction as well.

2. Mapped Mercury fields

Fact Find	Mercury path	Value

3. Send to Mercury API

Creates Applicant 1 and Applicant 2 contacts when contactApplicant2 is present in the payload. To show both on an Opportunity dashboard, enter an Opportunity ID (links Primary + Secondary related parties).

Opportunity ID (recommended for dual applicants) Dry run (plan only — no writes)