Cross Source Validation

Run a set of validation rulesets on a book to get insights about the applicant and the uploaded documents

Sample Driving Licence

Sample Form 1040

Sample Form 1040 Schedule 1

Sample W2

Sample Paystub

Sample Bank Statement

Sample result

{
    "book_uuid": "8db27887-6321-4916-b2fd-fc4124930e9a",
    "ruleset": {
        "mortgage_application_basic_v1": {
            "applicant_gross_pay_match_check_paystub_w2": [
                {
                    "confidence": "MEDIUM",
                    "form_1": {
                        "fields": {
                            "calculated_amount": "114450.00"
                        },
                        "form_type": "PAYSTUB",
                        "form_uuid": "063554b4-9dec-4a8a-9b82-10647209bda9"
                    },
                    "form_2": {
                        "fields": {
                            "amount": "110000.00"
                        },
                        "form_type": "W2",
                        "form_uuid": "a75182b7-7f34-4216-9df1-52502154a8a7"
                    }
                }
            ],
            "applicant_name_match_all_forms": [
                {
                    "confidence": "MEDIUM",
                    "form_1": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "PAYSTUB",
                        "form_uuid": "063554b4-9dec-4a8a-9b82-10647209bda9"
                    },
                    "form_2": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "FORM",
                        "form_uuid": "bb098e58-8954-48d3-877c-240ac1d0ad10"
                    },
                    "form_3": {
                        "fields": {
                            "name": ""
                        },
                        "form_type": "FORM",
                        "form_uuid": "b0051adc-e589-426a-98b2-a4287483f64e"
                    },
                    "form_4": {
                        "fields": {
                            "name": "BOBLEY SAM"
                        },
                        "form_type": "FORM",
                        "form_uuid": "b0051adc-e589-426a-98b2-a4287483f64e"
                    },
                    "form_5": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "BANK_STATEMENT",
                        "form_uuid": "d869e1a7-81fb-4f59-bb9e-45edd603a879"
                    },
                    "form_6": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "W2",
                        "form_uuid": "a75182b7-7f34-4216-9df1-52502154a8a7"
                    }
                }
            ],
            "applicant_name_match_paystub_bank_statement": [
                {
                    "confidence": "EXACT_MATCH",
                    "form_1": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "PAYSTUB",
                        "form_uuid": "063554b4-9dec-4a8a-9b82-10647209bda9"
                    },
                    "form_2": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "BANK_STATEMENT",
                        "form_uuid": "d869e1a7-81fb-4f59-bb9e-45edd603a879"
                    }
                }
            ],
            "applicant_name_match_paystub_w2": [
                {
                    "confidence": "EXACT_MATCH",
                    "form_1": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "PAYSTUB",
                        "form_uuid": "063554b4-9dec-4a8a-9b82-10647209bda9"
                    },
                    "form_2": {
                        "fields": {
                            "name": "SAM BOBLEY"
                        },
                        "form_type": "W2",
                        "form_uuid": "a75182b7-7f34-4216-9df1-52502154a8a7"
                    }
                }
            ],
            "applicant_net_pay_match_paystub_bank_statement": []
        }
    }
}

Cross Source Validation Composite Data Structure

Attribute

Data Type

Definition

book_uuid

UUID

A unique identifier assigned to the Book when it was created.

ruleset

Ruleset

Details of various rulesets mapped to the Organization.

Ruleset

Attribute

Data Type

Definition

rule

List of Rule

List of rules assigned to the ruleset.

Rule

Attribute

Data Type

Definition

confidence

Confidence

Degree of confidence that the data checked matches as expected. Possible values are "NO_MATCH", "LOW", "MEDIUM", "HIGH", and "EXACT_MATCH".

form_n

Form Detail

Details of the n-th form involved in comparision based on the nature of the govering rule.

Confidence

Confidence

Data Type

Definition

EXACT_MATCH

Text

The values being compared match exactly.

HIGH

Text

The likelihood that the values being compared match is "high".

MEDIUM

Text

The likelihood that the values being compared match is "medium".

LOW

Text

The likelihood that the values being compared match is "low".

NO_MATCH

Text

The values being compared do not match.

Form Detail

Attribute

Data Type

Definition

form_uuid

UUID

A unique identifier assigned to the Form when it was loaded into the system.

form_type

Text

Type of the form based on the internal classification of documents.

fields

Field Detail

Details of various fields from each respective form based on the nature of the governing rule.

Field Detail

Field Names

Data Type of Value

Definition

name

Text

The respective name fields found in a given form based on the governing rule.

amount

Decimal

The respective amount fields found in a given form based on the governing rule.

calculated_amount

Decimal

The respective calculated fields derived from a given form based on the governing rule.

date

Date (MM/DD/YYYY)

The respective date fields found in a given form based on the governing rule.

description

Text

The respective description fields found in a given form based on the governing rule.

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