Jump to Content

Home Guides API Release notes Forms directory

Ocrolus.com Start free trial

Ocrolus.com Start free trial

Home Guides API Release notes Forms directory

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
Webhooks (Legacy)
- Secure webhook URLs
Monitor books
- Retry strategies
IP Address whitelist
API status
🚧 Ocrolus labs

Product Guides

Classify
Capture
Detect
- Understanding signals
- Suspicious activity flags (Legacy)
Analyze

Third-Party Integrations

Encompass

Process Documents

Document classification
- PDF mixed documents
- Image groups
PDF forms

Forms Directory

Getting started with forms
Assets
- Bank statements
- Brokerage statement*
Identification
Income/Employment
Mortgage specific forms
Other
Property
Plaid
- Ingesting Plaid JSON reports
- Importing Plaid audit copy token
Tax forms
Utility bill

Data Types

Composite types
Simple types
Code types

Simple types

Simple types are primitives with additional restrictions relevant to their domain.

Updated 11 months ago

Home
Guides
API
Forms directory
Release notes

Ocrolus © 2023. All rights reserved. Legal