Understand and work with mortgage document types and classification. Use when asking about document types, adding new document support, debugging classification, or understanding what DocType constants mean.
Work with document classification in the mortgage underwriting system.
Located in internal/model/document.go:
| Constant | Description | Filename Patterns |
|---|---|---|
DocTypeW2 | W-2 wage statements | *w2*, *w-2* |
DocType1099 | 1099 contractor income | *1099* |
DocTypePaystub | Pay stubs/earnings | *paystub*, *pay_stub*, *pay-stub*, *earnings* |
DocTypeTaxReturn| Tax returns (1040) |
*tax*, *1040* |
DocTypeProfitLoss | P&L statements | *profit*, *p&l*, *pnl* |
DocTypeEmploymentLetter | Employment verification | *employment*, *verification* |
| Constant | Description | Filename Patterns |
|---|---|---|
DocTypeBankStatement | Bank statements | *bank* |
DocTypeAssetStatement | General assets | *asset* |
DocTypeRetirementStmt | 401k/IRA statements | *retirement*, *401k*, *ira* |
DocTypeGiftLetter | Gift fund letters | *gift* |
| Constant | Description | Filename Patterns |
|---|---|---|
DocTypeCreditReport | Credit bureau reports | *credit* |
DocTypeDebtPayoff | Debt payoff letters | *payoff*, *debt* |
| Constant | Description | Filename Patterns |
|---|---|---|
DocTypeAppraisal | Property appraisals | *appraisal* |
DocTypePurchaseContract | Purchase agreements | *purchase*, *contract* |
DocTypeTitleReport | Title reports | *title* |
DocTypePropertyInsurance | Hazard insurance | *insurance*, *hazard*, *homeowner* |
Located in internal/document/store.go:
// Files are classified by checking if filename contains pattern
lower := strings.ToLower(filepath.Base(path))
for pattern, docType := range patterns {
if strings.Contains(lower, pattern) {
return docType
}
}
internal/model/document.goconst (
// ... existing types ...
DocTypeNewType DocumentType = "new_type"
)
internal/document/store.gopatterns := map[string]model.DocumentType{
// ... existing patterns ...
"new_pattern": model.DocTypeNewType,
}
In the relevant agent (e.g., internal/agent/income/income.go):
func (a *Agent) RequiredDocuments() []model.DocumentType {
return []model.DocumentType{
model.DocTypeW2,
model.DocTypeNewType, // Add here
}
}
Update the agent's prompt to describe how to handle the new document type.
type Document struct {
ID string // Hash-based unique ID
ApplicationID string // Loan application ID
Type DocumentType // One of the DocType* constants
FileName string // Original filename
MimeType string // application/pdf, image/png, etc.
FilePath string // Local filesystem path
GeminiURI string // Cached Gemini File API URI
UploadedAt time.Time
BorrowerID string
Year int // Tax year for tax docs
Period string // Pay period for paystubs
Metadata map[string]string // Additional metadata
}
From internal/document/store.go:MimeTypeFromExtension:
.pdf -> application/pdf.png -> image/png.jpg, .jpeg -> image/jpeg.gif -> image/gif.webp -> image/webpinternal/model/document.go - Type definitionsinternal/document/store.go - Loading and type inferencecmd/underwriter/main.go - CLI type inference