Release Notes

In this release, we've introduced a verification summary, Final K-1 checkbox detection, and rest functionality.

What's new?

Capture

Validation summary

We’ve introduced a new validation summary feature in the Capture workflow to enhance data accuracy and improve automation readiness. The update includes support for both field-level and document-level validations and allows comprehensive checks across individual fields and multi-field relationships.

These rule-based validations are applied to the extracted data in both Complete and Instant workflows. These validations check field values against predefined formats, data ranges, and logical relationships to flag potential errors. Each validation includes a unique identifier (UUID), a descriptive message, and a passes_validation flag indicating whether the field passed the validation.

Validation results are returned directly through supported API endpoints to help you programmatically assess the quality of extracted data. This feature helps reduce manual review efforts and builds greater trust in automation, especially in Instant workflows where human verification is not involved.

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Info

The feature is currently available via the Ocrolus API and will be supported in the Dashboard in a future update.

To learn more, see the Validation summary. For enablement support, please get in touch with the Ocrolus support team.

Enhancements

Mortgage

Final K-1 checkbox detection on Schedule K-1 Forms (1065 and 1120S)

Ocrolus now identifies when the Final K-1 checkbox is selected on Schedule K-1 forms. Enabling this box indicates that the associated business is no longer active. In these scenarios:

• Income from that business will be excluded from the total monthly income calculation.
• An alert will display:

  Self-employment income was excluded due to the K-1 being marked as final.

This enhancement ensures more accurate assessments of borrower income.

Paystub multiplier - improved control over employment and leave periods

You now have greater control over employment and leave periods to ensure more accurate monthly income calculations:

• Pre-filled employment dates: Employment periods automatically populate based on WVOE or income documents.
• Easy editing: Quickly update employment dates or add multiple leave periods directly in the user interface.
• Automated calculation: Ocrolus automatically recalculates total months worked per year to adjust for any leave periods entered.

This update provides enhanced flexibility, resulting in more precise income calculations.

Reset functionality

We are streamlining the reset functionality on the Wage Earner page by removing the reset buttons from individual income types (Hourly, Salary, Overtime, etc.) and introducing two consolidated global options in the dropdown under the Save button. This improves clarity and consistency in how user edits are managed. Under the Save button, you now have two options:

• Reset Income: This will recalculate all income values back to the default calculations.
• Discard Unsaved Changes: This will discard any unsaved edits you have made available for all income types.

Classify and Capture

Additional attribute support

Ocrolus now offers support for the following attribute within the Marine Corps Basic Order document type configuration:

• iso_app-Part2-BusinessInfo:sicCode

To learn more, see the Marine Corps Basic Order page.