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.