April 2023

Release notes

What's new?


New period_pk reference key

We have added a new reference key called period_pk to the book form data endpoint. This key is a unique identifier that links data for a specific period across multiple endpoints, allowing for easy correlation of bank form data and transaction data. With this feature, you can gain a comprehensive view of your financial activity during a specific period, enabling a better understanding of your financial data to help you make more informed decisions.

This change applies to customers using the API, Dashboard, and Encompass for Capture on bank statements workflow. For more information on this feature, please visit our website. To learn more about this change, see the Book form data page.


Additional Borrower 1003 form

We onboarded the Additional Borrower 1003 form newly. It’s a standardized form used in the mortgage industry to collect information about a secondary borrower who will be included in a mortgage application. This form is officially known as Form 1003 or the Uniform Residential Loan Application and is used by lenders to assess a borrower's creditworthiness and ability to repay a loan. To learn more about this form, please refer to the Additional Borrower 1003 form.