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 Name

Attachment Naming

Created By

Document Container Purpose

Processing Required

  • Source File Attachment
  • Name

Client Encompass Administrator

The Ocrolus webhook listens for new attachments in this document container.

Processing

  • Source File Attachment
    • Name

Ocrolus Automation

The attachment moves to this document container once it is successfully ingested.

Processing Completed

  • Source File Attachment
    • Name

Ocrolus Automation

The attachment moves to this document container after re-indexing of results finishes.

UNKNOWN

  • Source File Attachment
    • Name + Page Number identified as Unknown

Ocrolus Automation

All 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
    • Name

Ocrolus Automation

If 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 Type

Encompass Document Name

Uniqueness Values

Attachment Naming Sample

Notes

1003

1003

  • Borrower Name
  • Borrower Signature Date

1003_JOHN DOE_2021-12-31.pdf

1008 - Transmittal Summary

1008 - Transmittal Summary

Borrower Name
Coborrower Name

1008_JOHN DOE_JANE DOE.pdf

Years 2018-Present

4506-T

IRS 4506T - Request for Transcript of Tax Return

Year
Name on Tax Return
Spouse's Name on Tax Return

IRS_4506T_2020_JOHN DOE_JANE DOE.pdf

Years 2018-Present

1040

Tax Returns w/ Schedules

Year
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.pdf

Years 2018-Present

1040 - Schedule 1

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_1_2020_JOHN DOE.pdf

Years 2018-Present

1040 - Schedule C

Tax Returns w/ Schedules

Year
Name of Proprietary

1040_SCHEDULE_C_2020_JOHN DOE.pdf

Years 2018-Present

1040 - Schedule E

Tax Returns w/ Schedules

Year
Names Shown on Return

1040_SCHEDULE_E_2020_JOHN DOE_JANE DOE.pdf

Years 2018-Present

1040 - Schedule SE

Tax Returns w/ Schedules

Year
Name of Person with Income

1040_SCHEDULE_SE_2020_JOHN DOE.pdf

Years 2018-Present

IRS Form 1040-X

Tax Returns w/ Schedules

Year
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.pdf

Years 2018-Present

1065

Tax Returns w/ Schedules

Year
Name of Partnership

1065_2020_SAMSON LLP.pdf

Years 2018-Present

1065 - Schedule K-1

Tax Returns w/ Schedules

Year
Partnership Name

1065_SCHEDULE_K_1_2020_SAMSON LLP.pdf

Years 2018-Present

1065 - Schedule L ,M-1,M-2

Tax Returns w/ Schedules

Year
Name

1065_SCHEDULE_L_M1_M2_2018.pdf

Years 2018-Present

1096

Tax Returns w/ Schedules

Year
Filer Name
Filer's Spouse Name

1096_2020_JOHN DOE_JANE DOE.pdf

Years 2018-Present

1120

Tax Returns w/ Schedules

Year
Filer Name

1120_2020_JOHN DOE.pdf

Years 2018-Present

1120 Schedule L, M-1, M-2

Tax Returns w/ Schedules

Year

1120_SCHEDULE_L_M1_M2_2018.pdf

Years 2018-Present

1120S

Tax Returns w/ Schedules

Year
Filer Name

1120S_2020_JOHN DOE.pdf

Years 2018-Present

1120S Schedule K-1

Tax Returns w/ Schedules

Year
Corporation Name
Shareholder's Name

1120_S_SCHEDULE_K_11_2020_CORPORATION ABC_JOHN DOE.pdf

Years 2018-Present

1120S Schedule L and M-1

Tax Returns w/ Schedules

Year
Name

1120_S_SCHEDULE_L_M1_M2_2018.pdf

Years 2018-Present

1099-INT

Tax Returns w/ Schedules

Recipient Name

1099_INT_2020_JOHN DOE.pdf

Years 2018-Present

1099-K

Tax Returns w/ Schedules

Year
Payee Name

1099_K_2020_JOHN DOE

Years 2018-Present

1099-MISC

Tax Returns w/ Schedules

Year
Recipient Name

1099_MISC_2020_JOHN DOE.pdf

Years 2018-Present

1099-R

Tax Returns w/ Schedules

Recipient Name

1099_R_JOHN DOE

Years 2018-Present

Bank Statement

Bank Statements

Bank 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 License

Identification

First Name
Middle Name
Last Name
Suffix
Expiration Date

DRIVERS_LICENSE_JOHN DOE_2026-10-29.pdf

H1B

Identification

First Name
Middle Name
Last Name
Suffix
Expiration Date

H1B_JOHN DOE_2023-04-27.pdf

Passport

Identification

First Name
Middle Name
Last Name
Suffix
Expiration Date

PERMANENT_RESIDENT_CARD_JOHN DOE_2020-11-22.pdf

Paystub

Pay Stubs

Name of Employer
Employee Name
Pay Date

PAY_STUBS_CORPORATION ABC_JOHN DOE_2021-03-15.pdf

Permanent Resident Card

Identification

First Name
Middle Name
Last Name
Expiration date

PERMANENT_RESIDENT_CARD_JOHN DOE_2027-09-19.pdf

Social Security Card

Identification

First Name
Middle Name
Last Name
Suffix

SOCIAL_SECURITY_CARD_JOHN DOE_MR.pdf

W2

W-2s

Year
Employee Name

W-2s_2020_JOHN J_DOE.pdf

Years 2018-Present

Pension Award Letter

Pension Award Letter

Recipient Name
Company Name

PENSION_AWARD_LETTER_2020-06-21.pdf

SSA-1099

SSA-1099

Name

SSA-1099_JOHN DOE.pdf

1125-E

Tax Returns w/ Schedules

Name
Employer Identification Number

1125_E_JOHN DOE_12345.pdf

1120 Schedule G

Tax Returns w/ Schedules

Name
Employer Identification Number

1125_G_JOHN DOE_12345.pdf

1040 Schedule A

Tax Returns w/ Schedules

Year
Name(s) on form

1040_SCHEDULE_A_2018_JOHN DOE.pdf

Years 2018-Present

1040 Schedule B

Tax Returns w/ Schedules

Year
Name(s) on form

1040_SCHEDULE_B_2018_JOHN DOE_JANE DOE.pdf

Years 2018-Present

1040 Schedule C-EZ

Tax Returns w/ Schedules

Year
Proprietary Name

1040_SCHEDULE_C-EZ_2018_JOHN DOE.pdf

Years 2018-Present

1040 Schedule D

Tax Returns w/ Schedules

Year
Name(s) on form

1040_SCHEDULE_D_2020_JOHN DOE.pdf

Years 2018-Present

1040 Schedule EIC

Tax Returns w/ Schedules

Year
Name(s) on form

1040_SCHEDULE_EIC_2018_JOHN DOE.pdf

Years 2018-Present

1040 Schedule F

Tax Returns w/ Schedules

Year
Proprietary Names Employer Identification Number

1040_SCHEDULE_F_2018_JOHN DOE_12345.pdf

Years 2018-Present

1040 Schedule H

Tax Returns w/ Schedules

Year
Name of Employer
Employer Identification Number

1040_SCHEDULE_H_2018_JOHN DOE_12345.pdf

Years 2018-Present

1040 Schedule J

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_J_2019_JOHN DOE.pdf

Coming June 2021

1040 Schedule R

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_R_2019_JOHN DOE.pdf

Years 2018-Present

1040 Schedule 8812

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_8812_2018_JOHN DOE

Years 2018-Present

1040 Schedule 2

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_2_2018_JOHN DOE

Years 2018-Present

1040 Schedule 3

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_3_2020_JOHN DOE

Years 2018-Present

1040 Schedule 4

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_4_2018_JOHN DOE

Years 2018-Present

1040 Schedule 5

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_5_2018_JOHN DOE

Years 2018-Present

1040 Schedule 6

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_6_2018_JOHN DOE

Years 2018-Present

1040 Schedule LEP

Tax Returns w/ Schedules

Year
Name(s) listed on forms

1040_SCHEDULE_LEP_2020_JOHN DOE

Years 2018-Present

Social Security Award Letter

Social Security Award Letter

Beneficiary Name

SS_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.


Did this page help you?