Manage Issuers

Register companies and banks to improve classification accuracy.

What Is an Issuer?

An issuer is a known sender of documents:

  • Banks (UBS, Credit Suisse)
  • Telecom companies (Swisscom, Sunrise)
  • Utilities (electricity, water, gas)
  • Insurance companies
  • Any regular sender

Registering an issuer enables Domain KB matching (90% confidence).

Add an Issuer 

# Register a bank
uv run para-files add-issuer "My Bank" -c banques

# Register a telecom company
uv run para-files add-issuer "My Telecom" -c telecom

# Register utility company
uv run para-files add-issuer "Energy Company" -c utilities

Common Categories 

-c banques      # Banks
-c telecom      # Telecom providers
-c utilities    # Electricity, water, gas
-c assurances   # Insurance
-c cloud        # Cloud services (AWS, Google, etc.)
-c materiels    # Retail/hardware stores
-c sante        # Health providers
-c dons         # Charities and donations

See your actual categories:

uv run para-files issuers

Pre-configured Issuers

para-files includes 70+ known issuers out of the box:

Category Examples
Banques UBS, Credit Suisse, PostFinance, Neon, SwissQuote, American Express
Telecom Swisscom, Sunrise, Salt, UPC, Orange, SFR, Bouygues
Energie EDF, ERDF, GDF, Engie, Romande Energie
Assurances CSS, Visana, Swica, Helsana, Generali, Allianz
Cloud AWS, Azure, Google Cloud, Infomaniak, OVH
Matériels digitec, Galaxus, Brack, Conrad, Apple, Nespresso
Santé M-Thérapies, CHUV, HUG, pharmacies
Dons Unicef, Amnesty, Croix Rouge, Rega, Wikimedia

How It Works

After registering an issuer, para-files matches via:

  • Email sender domain: invoice@mybank.com → Your Bank
  • Company name in filename: Invoice_MyBank.pdf
  • Subject line: “Your Bank statement”

Confidence: 90% (higher than semantic matching)

Examples

Register Common Issuers 

# Banks
uv run para-files add-issuer "UBS Switzerland" -c banques
uv run para-files add-issuer "Credit Suisse" -c banques

# Telecom
uv run para-files add-issuer "Swisscom" -c telecom
uv run para-files add-issuer "Sunrise" -c telecom

# Utilities
uv run para-files add-issuer "EDF Energy" -c utilities
uv run para-files add-issuer "Water Company" -c utilities

Build Over Time 

# As you classify files, add issuers
uv run para-files learn invoice.pdf

# When asked about issuer, add it:
uv run para-files add-issuer "New Company" -c category

View All Issuers 

# List registered issuers
uv run para-files issuers

# Shows all by category

Test After Adding 

# Test if issuer matching works
uv run para-files classify document_from_new_issuer.pdf

# Should show 90% confidence from Domain KB

When to Add Issuers

Add issuer when:

  • You get regular documents from this sender
  • You want reliable, fast matching
  • You want consistency

Don’t need to add when:

  • One-time document
  • Very generic name
  • Already have good utterances

Next Steps