Standard DocIndex mappings

Ocrolus Standard Classify

Ocrolus Classify supports 58 different form types. Through its DocIndex product in Encompass, Ocrolus is able to ingest, classify, and re-index attachments back to an Encompass eFolder.
Clients can leverage this set of default mappings immediately after Connect integration and webbook subscription.

Ocrolus Standard Document Containers

A client encompass administrator needs to ensure that all loans created after an integration have the Processing Required document container preloaded into the eFolder.

The Ocrolus default integration has a webhook that 'listens' to the Processing Required document and ingests any attachment that uploads to the document.

Ocrolus standard document names are customizable. If you require a custom standard document name, contact Ocrolus customer support.

Standard document containers for a default DocIndex integration

Document NameAttachment NamingCreated ByDocument Container Purpose
Processing Required Source File Attachment Name Client Encompass AdministratorThe Ocrolus webhook listens for new attachments in this document container.
Processing Source File Attachment NameOcrolus AutomationThe attachment moves to this document container once it is successfully ingested.
Processing Completed Source File Attachment NameOcrolus AutomationThe attachment moves to this document container after re-indexing of results finishes.
UNKNOWN Source File Attachment Name + Page Number identified as UnknownOcrolus AutomationAll pages of the Source File Attachment that are not one of the supported form types are indexed to this document container.
Duplicate Attachment Source File Attachment NameOcrolus AutomationIf a source file attachment is added more than once to the Processing Required document container, the attachment is re-indexed here to prevent data duplication.

Standard Document and Attachment Mapping

Ocrolus applies the default mapping to all client integrations. If you need a customization, contact Ocrolus customer support.

Ocrolus Form TypeEncompass Document NameUniqueness ValuesAttachment Naming SampleNotes
10031003 Borrower Name Borrower Signature Date 1003_JOHN DOE_2021-12-31.pdf
1008 - Transmittal Summary1008 - Transmittal SummaryBorrower Name Coborrower Name1008_JOHN DOE_JANE DOE.pdfYears 2018-Present
4506-TIRS 4506T - Request for Transcript of Tax ReturnYear Name on Tax Return Spouse's Name on Tax ReturnIRS_4506T_2020_JOHN DOE_JANE DOE.pdfYears 2018-Present
1040Tax Returns w/ SchedulesYear Filer First Name and Middle Initial Filer Last Name Filer's Spouse First Name and Middle Initial Filer's Spouse Last Name 1040_2020_JOHN J DOE_JANE J_DOE.pdfYears 2018-Present
1040 - Schedule 1Tax Returns w/ SchedulesYear Name(s) listed on forms 1040_SCHEDULE_1_2020_JOHN DOE.pdfYears 2018-Present
1040 - Schedule CTax Returns w/ SchedulesYear Name of Proprietary 1040_SCHEDULE_C_2020_JOHN DOE.pdfYears 2018-Present
1040 - Schedule ETax Returns w/ SchedulesYear Names Shown on Return 1040_SCHEDULE_E_2020_JOHN DOE_JANE DOE.pdfYears 2018-Present
1040 - Schedule SETax Returns w/ SchedulesYear Name of Person with Income 1040_SCHEDULE_SE_2020_JOHN DOE.pdfYears 2018-Present
IRS Form 1040-XTax Returns w/ SchedulesYear Filer First Name and Middle Initial Filer Filer Last Name Filer's Spouse First Name and Middle Initial Filer's Spouse Filer Last Name 1040_X_2020_JOHNK_DOE_JANEL_DOE.pdfYears 2018-Present
1065Tax Returns w/ SchedulesYear Name of Partnership 1065_2020_SAMSON LLP.pdfYears 2018-Present
1065 - Schedule K-1Tax Returns w/ SchedulesYear Partnership Name 1065_SCHEDULE_K_1_2020_SAMSON LLP.pdfYears 2018-Present
1065 - Schedule L ,M-1,M-2Tax Returns w/ SchedulesYear Name1065_SCHEDULE_L_M1_M2_2018.pdfYears 2018-Present
1096Tax Returns w/ SchedulesYear Filer Name Filer's Spouse Name 1096_2020_JOHN DOE_JANE DOE.pdfYears 2018-Present
1120Tax Returns w/ SchedulesYear Filer Name 1120_2020_JOHN DOE.pdfYears 2018-Present
1120 Schedule L, M-1, M-2Tax Returns w/ SchedulesYear1120_SCHEDULE_L_M1_M2_2018.pdfYears 2018-Present
1120STax Returns w/ SchedulesYear Filer Name 1120S_2020_JOHN DOE.pdfYears 2018-Present
1120S Schedule K-1Tax Returns w/ SchedulesYear Corporation Name Shareholder's Name1120_S_SCHEDULE_K_11_2020_CORPORATION ABC_JOHN DOE.pdfYears 2018-Present
1120S Schedule L and M-1Tax Returns w/ SchedulesYear Name 1120_S_SCHEDULE_L_M1_M2_2018.pdfYears 2018-Present
1099-INTTax Returns w/ SchedulesRecipient Name1099_INT_2020_JOHN DOE.pdfYears 2018-Present
1099-KTax Returns w/ SchedulesYear Payee Name1099_K_2020_JOHN DOEYears 2018-Present
1099-MISCTax Returns w/ SchedulesYear Recipient Name1099_MISC_2020_JOHN DOE.pdfYears 2018-Present
1099-RTax Returns w/ SchedulesRecipient Name1099_R_JOHN DOEYears 2018-Present
Bank StatementBank StatementsBank Name Period Start Date Period End Date Account Holder Account Type Account Number BANK_STATEMENT_WELLS FARGO_2020-12-01_2020-12-31_JOHN DOE_CHECKING_2353.pdf
Driver's LicenseIdentificationFirst Name Middle Name Last Name Suffix Expiration DateDRIVERS_LICENSE_JOHN DOE_2026-10-29.pdf
H1BIdentificationFirst Name Middle Name Last Name Suffix Expiration DateH1B_JOHN DOE_2023-04-27.pdf
PassportIdentificationFirst Name Middle Name Last Name Suffix Expiration DatePERMANENT_RESIDENT_CARD_JOHN DOE_2020-11-22.pdf
PaystubPay StubsName of Employer Employee Name Pay DatePAY_STUBS_CORPORATION ABC_JOHN DOE_2021-03-15.pdf
Permanent Resident CardIdentificationFirst Name
Middle Name Last Name Expiration date
PERMANENT_RESIDENT_CARD_JOHN DOE_2027-09-19.pdf
Social Security CardIdentificationFirst Name Middle Name Last Name SuffixSOCIAL_SECURITY_CARD_JOHN DOE_MR.pdf
W2W-2sYear Employee NameW-2s_2020_JOHN J_DOE.pdfYears 2018-Present
Pension Award LetterPension Award LetterRecipient Name Company NamePENSION_AWARD_LETTER_2020-06-21.pdf
SSA-1099SSA-1099NameSSA-1099_JOHN DOE.pdf
1125-ETax Returns w/ SchedulesName Employer Identification Number1125_E_JOHN DOE_12345.pdf
1120 Schedule GTax Returns w/ SchedulesName Employer Identification Number1125_G_JOHN DOE_12345.pdf
1040 Schedule ATax Returns w/ SchedulesYear Name(s) on form1040_SCHEDULE_A_2018_JOHN DOE.pdfYears 2018-Present
1040 Schedule BTax Returns w/ SchedulesYear Name(s) on form1040_SCHEDULE_B_2018_JOHN DOE_JANE DOE.pdfYears 2018-Present
1040 Schedule C-EZTax Returns w/ SchedulesYear Proprietary Name1040_SCHEDULE_C-EZ_2018_JOHN DOE.pdfYears 2018-Present
1040 Schedule DTax Returns w/ SchedulesYear Name(s) on form1040_SCHEDULE_D_2020_JOHN DOE.pdfYears 2018-Present
1040 Schedule EICTax Returns w/ SchedulesYear Name(s) on form1040_SCHEDULE_EIC_2018_JOHN DOE.pdfYears 2018-Present
1040 Schedule FTax Returns w/ SchedulesYear Proprietary Names Employer Identification Number1040_SCHEDULE_F_2018_JOHN DOE_12345.pdfYears 2018-Present
1040 Schedule HTax Returns w/ SchedulesYear Name of Employer Employer Identification Number1040_SCHEDULE_H_2018_JOHN DOE_12345.pdfYears 2018-Present
1040 Schedule JTax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_J_2019_JOHN DOE.pdfComing June 2021
1040 Schedule RTax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_R_2019_JOHN DOE.pdfYears 2018-Present
1040 Schedule 8812Tax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_8812_2018_JOHN DOEYears 2018-Present
1040 Schedule 2Tax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_2_2018_JOHN DOEYears 2018-Present
1040 Schedule 3Tax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_3_2020_JOHN DOEYears 2018-Present
1040 Schedule 4Tax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_4_2018_JOHN DOEYears 2018-Present
1040 Schedule 5Tax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_5_2018_JOHN DOEYears 2018-Present
1040 Schedule 6Tax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_6_2018_JOHN DOEYears 2018-Present
1040 Schedule LEPTax Returns w/ SchedulesYear Name(s) listed on forms1040_SCHEDULE_LEP_2020_JOHN DOEYears 2018-Present
Social Security Award LetterSocial Security Award LetterBeneficiary NameSS_AWARD_LETTER_JOHN DOE

Missing Uniqueness Values

If a uniqueness value or set of uniqueness values are not identified or are missing for a form, that data point is replaced with an 'unknown' string. All data points that were identified by Ocrolus are populated.

Don't See Your Form?

If you are unable to locate a particular form type, please reference the set of documents currently covered by the Ocrolus DocIndex product here.