Release Notes

This release adds new Tag Management and Income APIs, selective Book Summary filters, and a unified Income Inclusion toggle.

Release Notes

In this, we have introduced a validation summary, improved detection of the Final K-1 checkbox, enhancements to remaining functionality, dynamic container mapping with Encompass, customizable income PDF exports, optimized signal validation, inclusion of risk scores in SMB Analytics Excel exports, and improved deduplication logic.

Release Notes

In this release, we've introduced the Instant Classify with UVCF workflow, expanded support for additional Classify and Capture documents, introduced Capture Member ID and check image features, optimized BSIC, and enhanced Mortgage Analyze with refined income calculation logic.

Release Notes

In this release, we've launched Docs-to-Digital and post-funding transaction analytics, expanded support for new Classify-only documents, onboarded 2024 tax forms for mortgage lenders, and improved analytics in the Bank Statement Income Calculator (BSIC).

Release notes

In this release, we've introduced Ocrolus Widget, expanded Mortgage Analyze with new income coverage, and added support for new Classify and Capture document types.

Release notes

In this release, we've introduced a new aggregate income summary on the Ocrolus Dashboard and extended support for new Classify and Capture documents.

Release notes

In this release, we've introduced new Detect signals, new Analytics tags, and extended support for new Classify and Capture documents.

Release notes

In this release, we've introduced updated nonrecurring income calculation logic, lender analytics download, and extended support for new Classify and Capture documents.

Release notes

In this release, we've introduced analytics versioning and extended support for new Classify and Capture documents.

Release Notes

In this release, we've introduced a self-service taxonomy mapping tool and extended support for new Classify and Capture documents.