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Extract data lets you pull structured information out of a document — like a PDF form, scanned application, or account opening paperwork — and apply it directly to a household’s records. Instead of manually retyping names, addresses, phone numbers, and other details, Slant reads the document and maps the data to the right fields. You can extract data from any client, prospect, or past client household.

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Extract data from a document

1

Open the household

Go to the client or prospect you want to update.
2

Start the extraction

Click the … menu in the top-right corner and select Extract data.
3

Choose a file

Click Choose file and select a document from your computer. Supported file types: PDF, PNG, JPG, JPEG, GIF, WebP, TIFF, and BMP.
4

Click Extract

Slant uploads the document and begins extracting data. This may take a few moments depending on the document size.
5

Review and apply the results

Once extraction completes, you’ll see a table of extracted fields. See reviewing extracted data for details on how to review and apply.

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Extract from linked storage

If the household has a linked storage folder, you can pull documents directly from your connected cloud storage instead of uploading from your computer.
1

Open Extract data

Click the … menu on the household and select Extract data.
2

Select the Linked storage tab

Two tabs appear: Linked storage and Upload from computer. Select Linked storage.
3

Browse and select a file

Navigate through folders to find the document you want to extract from. Click a file to select it.
4

Click Extract

The Linked storage tab only appears when the household has a linked storage folder and your book has an active file storage integration.

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Review extracted data

After extraction completes, Slant displays a review table with four columns:
  • Checkbox — Select or deselect individual fields
  • Field — The name of the extracted field
  • Current — The value currently stored in Slant (or ”—” if empty)
  • New — The extracted value, which you can edit before applying
Fields are grouped by category: Head of household, Spouse / partner, Household, Custom fields, and Other. All fields are selected by default.

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Edit values before applying

Each extracted value is editable. Click into the New column for any field to correct or adjust the value before applying it to the household.

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Select which fields to apply

Use the checkboxes to control which fields are written to the household. You can:
  • Select or deselect individual fields
  • Use the checkbox in the header row to select all or deselect all
Only checked fields are applied when you click Apply selected.

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Swap head of household and spouse

When the document contains data for both the head of household and spouse, a Swap roles button appears. This is useful when the document lists the spouse’s information in the primary position — for example, when an account application has the spouse as the primary account holder. Clicking Swap roles reassigns the extracted data so that head of household fields are applied to the spouse and vice versa. The group labels update to show (swapped) so you can confirm the mapping before applying. Click Swap roles again to switch back.

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Apply the data

Click Apply selected to write the checked fields to the household. Slant updates the head of household, spouse, and household records with the extracted values. If the document contains spouse data but the household doesn’t have a spouse yet, Slant creates one automatically. If the extraction updates the head of household or spouse’s name, the household name is automatically updated to reflect the change. A confirmation message appears when the data has been applied.

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No data extracted

If the document doesn’t contain recognizable data, Slant displays a message and you can close and try again with a different file.

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Supported fields

Slant can extract the following fields from documents. The exact fields returned depend on what information the document contains.

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Personal information

First name, middle name, last name, suffix, preferred name, maiden name, date of birth, gender, and marital status.

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Contact information

Primary email, primary phone, mobile phone, work phone, and home phone.

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Addresses

Home address (street, city, state, ZIP) and mailing address (street, city, state, ZIP).

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Employment

Employer, occupation, job title, designations, LinkedIn URL, and gross annual income.

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Identity documents

SSN, tax ID, passport number, driver’s license number, driver’s license state, driver’s license issue date, and driver’s license expiration date.
Sensitive identity fields like SSN, tax ID, and passport number are stored securely in the household’s private vault, not as plain text.

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Household details

Home ownership status, estimated home value, and estimated wealth range.

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Custom fields

Any custom fields configured for households in your book are also included in the extraction. These appear under the Custom fields group in the review table.

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FAQ

PDF, PNG, JPG, JPEG, GIF, WebP, TIFF, and BMP. Both digital documents and scanned images are supported.
Only for the fields you select. You can review every extracted value before applying and deselect any fields you want to keep unchanged. Existing values are shown in the Current column so you can compare.
You’ll see an error message explaining what went wrong. Close the message and try again — common causes include corrupted files or unreadable scans.
No. Once you click Apply selected, the values are written to the household. Review the extracted data carefully before applying. If you need to revert a change, manually edit the field on the household.
No. Data extraction is only available for households — clients, prospects, and past clients.

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Next steps

Document filler

Fill document templates with household data

Custom fields

Configure custom fields that appear in extractions

File storage

Connect cloud storage to browse files directly

People

Manage household members and their details