跳到主要内容
PDF4me API集成知识库扩展API 测试员博客

AI信用卡解析器 Power Automate

AI信用卡解析器 是一个 Power Automate 采取行动 PDF4me 读取信用卡图像、扫描或 PDF 利用人工智能技术，以结构化字段字典的形式返回卡号、有效期、持卡人姓名和卡品牌等信息。无需手动输入数据，即可自动执行费用跟踪、卡片记录或对账等操作。

此操作的作用

PDF4me AI信用卡解析器 读取信用卡文件或图像（PDF， PNG， JPG， 或者 JPEG）并返回一个 字段 可以包含的字典 卡号， 到期日， 持卡人姓名， 卡片类型， 卡品牌， 发卡银行以及生效日期（起始日期/终止日期）。（可选） 正文/自定义字段键 提取标准集之外的其他字段。

相关博客文章(1)

我如何验证我的身份 Power Automate 流动？​

每一个 PDF4me 行动 Power Automate 需要有效的连接。创建或选择一个包含您数据的连接。 PDF4me API 关键在于确保流程能够安全地验证 AI 信用卡处理请求。

Get your API Key

您不容错过的重要事实​

始终需要填写两个字段。
文件内容（文档字节）和正文/文档/名称（带扩展名的文件名）。正文/自定义字段键位于“高级参数”下，是可选的。
输出是一个灵活的字段字典
提取的值存储在一个字段对象中，该对象以字段名称为键，而不是固定的模式。在映射到后续流程操作时，请引用所需的每个键。
这是文档提取，不是支付处理。
该操作读取静态文档或图像中的文本。它不会处理实时交易、授权付款或连接到卡组织网络。
Power Automate AI - 信用卡解析器操作已配置文件内容和正文/文档/名称字段

映射文件内容和正文/文档/名称，然后展开正文/自定义字段键的高级参数。

参数​

必需的： 文件内容和正文/文档/名称必须始终提供。正文/自定义字段键是可选的高级参数。

范围必需的它的作用例子
File ContentRequiredBinary content of the credit card document or image, mapped from a previous action (Get file content, SharePoint, OneDrive, email attachment). Supports .pdf, .png, .jpg, .jpeg.body('Get_file_content')
Body/Document/NameRequiredFilename of the credit card document including its extension. Used for format detection and processing.card_scan_2024.jpeg
Body/customFieldKeysOptionalAdvanced parameter. Array of additional field names to extract beyond the standard credit card data set.["customField1", "customField2"]

输出字段​

场地类型它包含什么
successBooleantrue if the credit card document was processed successfully, false if extraction failed.
messageStringDescriptive message describing the result of the extraction run.
fieldsObjectDictionary of extracted credit card fields, where each key is a field name and each value holds the extracted text.
fields.bankNameStringThe name of the bank issuing the credit card, if present on the source document.
fields.cardNumberStringThe account number printed on the credit card, often partially masked in the source document.
fields.expiryDateStringThe expiration date of the credit card, typically in MM/YY format.
fields.cardholderNameStringThe name of the cardholder as it appears on the credit card.
fields.cardTypeStringThe type of credit card, for example Visa, MasterCard, or American Express.
fields.issuingBankStringThe name of the bank that issued the credit card.
fields.cardBrandStringThe brand of the credit card, for example Visa, MasterCard, or Discover.
fields.accountNumberStringThe associated bank account number, if available on the source document.
fields.validFromStringThe valid-from date of the credit card, typically in MM/YY format.
fields.validThruStringThe valid-through date of the credit card, often the same as expiryDate.
warningsArrayWarning messages indicating potential data quality issues encountered during processing.
fallbackUsedBooleantrue if fallback extraction methods were used to process the document.
jobIdStringUnique identifier for the AI processing job, used for tracking and debugging.
jobIdExtStringExternal job identifier for integration with third-party systems, if applicable.
{
  "fields": {
    "bankName": { "value": "Chase Bank" },
    "cardNumber": { "value": "XXXX-XXXX-XXXX-1234" },
    "expiryDate": { "value": "12/25" },
    "cardholderName": { "value": "JOHN MICHAEL SMITH" },
    "cardType": { "value": "Visa" },
    "issuingBank": { "value": "Chase Bank" },
    "cardBrand": { "value": "Visa" },
    "accountNumber": { "value": "1234567890" },
    "validFrom": { "value": "01/22" },
    "validThru": { "value": "12/25" },
    "customField1": { "value": "Value for Custom Field 1" }
  },
  "warnings": [],
  "fallbackUsed": false,
  "jobId": "87654321-4321-4321-4321-210987654321",
  "jobIdExt": "CC-2024-001",
  "success": true,
  "message": "Credit card data extracted successfully using AI technology"
}

如何在系统中设置AI信用卡解析器 Power Automate？​

  1. 添加 PDF4me → AI信用卡解析器 致你 Power Automate 流动。
  2. 地图 文件内容 来自之前的操作（SharePoint， OneDrive（例如 Dropbox 或电子邮件附件）。
  3. 放 主体/文件/名称 文件扩展名（.pdf、.png、.jpg 或 .jpeg）。
  4. （可选）扩展 高级参数 并设置 正文/自定义字段键 对于标准集之外的任何字段。
  5. 运行流程。解析后的结果将以如下形式返回： 字段 包含卡片、持卡人和银行详细信息的词典，以及 警告 和 备用方案 旗帜。

典型配置​

工作流程示例Common Power Automate flow patterns using AI-Credit Card Parser.
费用跟踪记录
  1. 当信用卡账单或收据上传到指定位置时，流程将被触发。 SharePoint 或通过电子邮件接收。
  2. AI信用卡解析器提取持卡人姓名、信用卡品牌和到期日期。
  3. 提取的字段被写入一个 SharePoint 清单或费用管理系统。
  4. 条件标记带有警告的行，以便在批准前进行人工审核。
卡片记录管理
  1. 当通过电子邮件收到新的卡片文档时，流程就会触发。 SharePoint 上传。
  2. AI信用卡解析器提取卡号、发卡银行和有效期至。
  3. 在某个系统中，卡片记录被创建或更新。 SharePoint 列表，并设置到期提醒。
财务对账
  1. 当信用卡账单上传到对账文件夹时，流程就会触发。
  2. AI信用卡解析器提取账号和持卡人姓名。
  3. 提取的字段为 Excel 或者用于与会计记录进行匹配的 SQL 对账工作表。

实用技巧​

Reference fields by key, not by fixed position
The fields dictionary is keyed by field name, so read each value with its key rather than assuming a fixed field order.
Always branch on success and warnings
Check success before writing extracted data downstream, and inspect the warnings array for any fields the parser flagged as uncertain.
Custom fields extend, they do not replace
Body/customFieldKeys adds extra entries alongside the standard fields, it does not narrow or filter the standard set.
Treat card numbers as sensitive by default
Mask or restrict access to cardNumber and accountNumber in downstream storage; this action extracts text, it does not apply its own masking.
Match the file extension to the real format
Body/Document/Name must carry the true extension (.pdf, .png, .jpg, .jpeg) of the mapped File Content, a mismatched extension can affect processing.

速查表​

场地价值
ActionAI-Credit Card Parser
Required fieldsFile Content, Body/Document/Name
Optional advanced fieldBody/customFieldKeys
Supported file types.pdf, .png, .jpg, .jpeg
Output rootfields (dictionary)
Key output fieldscardNumber, expiryDate, cardholderName, cardType, cardBrand, issuingBank, accountNumber, validFrom, validThru, warnings, fallbackUsed

常见问题​

What data can the AI-Credit Card Parser extract from a credit card?+
Card number, expiry date, cardholder name, card type, card brand, issuing bank, and valid-from/valid-through dates, returned as a fields dictionary. The exact fields present depend on what is printed on the source image or PDF.
Does PDF4me store or process live payment transactions?+
No. This action reads a static document or image, such as a card scan, statement, or photo, and extracts text fields with AI. It does not process payments, authorize transactions, or connect to any card network. See <a href="https://www.pcisecuritystandards.org/" target="_blank" rel="noopener noreferrer">PCI Security Standards Council</a> for how payment card data handling is regulated separately from document extraction.
Can I extract fields beyond the standard credit card data set?+
Yes. Set Body/customFieldKeys to an array of additional field names under Advanced parameters. Each key you list is extracted alongside the standard fields, in addition to the built-in set.
What file formats does the AI-Credit Card Parser accept?+
PDF, PNG, JPG, and JPEG. Body/Document/Name must include the matching file extension for correct format detection and processing.
Is extracted card data automatically masked or PCI DSS certified?+
The action returns whatever text it reads from the source document; it does not apply its own masking or claim PCI DSS certification. Flow builders handling live card numbers should apply their own masking, access control, and compliance review, following guidance such as <a href="https://learn.microsoft.com/en-us/power-platform/admin/wp-data-governance" target="_blank" rel="noopener noreferrer">Microsoft's Power Platform data governance documentation</a>, before storing extracted data.

行业应用案例及应用​

财务与会计应用案例

  • 费用处理自动从信用卡中提取费用数据
  • 财务对账核对信用卡交易与会计记录
  • 费用报告根据提取的信用卡数据生成费用报告
  • 审计合规性维护结构化的信用卡数据以进行审计跟踪
  • 预算跟踪：使用提取的信用卡信息跟踪支出

相关操作​

在其他平台上执行相同任务​

获取帮助​

PDF4me ConnectGet your API KeyPower Automate Documentation