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Home Guides API Release notes Supported documents

Quick Start Guides

How Ocrolus works
Getting started with bank statements
Getting started in mortgage
Getting started with SMB lending
Getting started with consumer lending

Ocrolus API

Introduction
- HTTP status codes
- Ocrolus status codes
Authentication
Endpoint types
Breaking change policy
Monitor books
- Retry strategies
IP address allowlist
API status
🚧 OPTIMA

Webhooks

Overview
Account-level webhooks
Organization-level webhooks
- Configure and manage
Secure webhook URLs

Product Guides

Classify
Capture
- Confidence score
Detect
- Understanding signals
- Suspicious activity flags (Legacy)
Analyze
Instant
Widget (beta)

Third-Party Integrations

Encompass
Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token

supported documents

Getting started with supported documents
All supported documents
Assets
- Bank Statements
- Brokerage Statement
Identification
Income/Employment
Legal
Mortgage specific forms
Other
Property
Tax forms

Data Types

Composite types
Simple types
Code types

Month ref

"03/2018"

Month ref holds a calendar month in the MM/YYYY format.

Updated over 1 year ago

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