PDF SDK for Financial Document Processing
Process loan documents, financial statements, and compliance reports. Redact sensitive account data and automate regulatory document generation.
Finance & Banking Document Challenges
Account numbers and financial data require permanent redaction
Loan documents have strict formatting requirements
Regulatory reports need precise data population
Document versions must be traceable for audits
Use Cases
Loan Document Automation
Populate loan agreements with borrower data while preserving legal formatting.
const loanDoc = await PDFDancer.open('loan_agreement.pdf');
await loanDoc.replaceText('{{BORROWER_NAME}}', borrower.name);
await loanDoc.replaceText('{{LOAN_AMOUNT}}', formatCurrency(loan.amount));
await loanDoc.replaceText('{{INTEREST_RATE}}', `${loan.rate}%`);
await loanDoc.replaceText('{{TERM_MONTHS}}', loan.termMonths.toString());Statement Redaction
Redact account numbers and transaction details for shared documents.
const statement = await PDFDancer.open('bank_statement.pdf');
await statement.allPages().selectTextLinesMatching(/Account:\s*\d{10,}/)
.forEach(line => line.redact('Account: ***REDACTED***'));
await statement.allPages().selectTextLinesMatching(/\$[\d,]+\.\d{2}/)
.forEach(line => line.redact('$***'));Regulatory Reporting
Generate compliance reports with data from multiple systems.
const report = await PDFDancer.open('compliance_template.pdf');
await report.replaceText('{{REPORTING_PERIOD}}', period);
await report.replaceText('{{TOTAL_ASSETS}}', formatCurrency(assets));
await report.replaceText('{{RISK_SCORE}}', riskScore.toString());Compliance Support
PCI-DSS for payment card dataSOX (Sarbanes-Oxley) requirementsGLBA (Gramm-Leach-Bliley) privacy rulesBasel III documentation standards
Why PDFDancer
- True Text Editing: Modify existing content in place, not overlays
- Semantic Selection: Find content by line, paragraph, or pattern
- Permanent Redaction: Content is removed, not just hidden
- Self-Hosting Available: Keep data in your environment
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