Extract benefit/award income (SSA, pension, child support)
Adds extraction prompts for SSA_AWARD / PENSION / CHILD_SUP (AI reads the gross monthly amount + a label), and stamps the OtherIncomeSource id deterministically...
Auto-classify uploads to catch wrong-document uploads
A cheap LIGHT-tier "what is this document?" pass on the first page classifies the upload into a coarse family and compares it to the requirement's asserted type...
Extract 12-month bank statements + written VOE
Widens vision extraction to two more borrower doc types that reuse the existing reconciliation vocabulary (zero reconciliation risk): BANK12MO reads as an asset...
Multi-page PDF document extraction (Phase 2)
The vision path was image-URL only, so a borrower's multi-page PDF (bank statement, tax return) couldn't be read. Now: - VaultDocPublicController serves ?page=...
Rebuild against kamo-shared-library SSN encrypt-on-write
No SecurityService source change — this empty commit triggers the CI, which clones kamo-shared-library main at build time, so the deployed image picks up the ne...
Optional ?phone= reverse lookup on GET /api/security/leads
The softphone CRM tab resolves an active caller number to a lead. Add an optional phone RequestParam that filters the org lead list by canonical (last-10-digit)...
A different preferred name forks a new lead
A genuinely different preferred name (compared case-insensitively with outer spacing trimmed) is a different person, so create a brand-new lead instead of renam...
Expose assigned-LO member id + phone for direct chat + presence
The merged LO/chat widget needs to (a) target the assigned officer directly in the borrower's live-support session and (b) query the officer's live presence. Bo...
Assign a loan officer to a NAME-ONLY lead (before email/phone)
The borrower portal already creates the lead the instant a name is given, but enterAssignmentPoolIfActionable kept a name-only lead OUT of the credit accept poo...
Raise memory 1Gi→2Gi; pod idled at ~900Mi and OOM-killed during background uploads
Register mlos.notification JPA repos so SecurityService starts
EconsentService autowires DisclosureTextRepository **************** but that package was absent from @EnableJpaRepositories — the context failed to start, Crash...
Expose full geo fields + city-scene profile API
- geoip/me now returns **************** (already loaded by the single block+location lookup, previously discarded) — powers city scenes and client personali...
E-consent with WRITTEN ESIGN Act text + the real credit-bureau adapter rail — no owner input required
E-CONSENT: full ESIGN Act §101(c) disclosure authored in-code (scope of consent, right to paper copies, right to withdraw + effect, contact upkeep, hardware/sof...
Prepare-signin authenticates on api.<root> — the auth path can't resolve the myloan.* alias
Same constraint as in-cluster login: provider resolution keys on the canonical api host, not the portal alias, so a correct password still 401'd.
Account bridge — email check, existing-user sign-in provisioning, portal registration
Owner flow: after the funnel captures full name + contact, the next step keys on EMAIL. /portal/account/check → exists?; /prepare-signin verifies the password t...
Closing eSign through the NATIVE engine — envelopes actually send now
Recording a disclosure e-sign envelope was v1 metadata-only. Now, when the tenant's ESIGN vendor rail resolves to KAMO_NATIVE (per-market integrations config — ...
Leads-first resume rail — signed magic links, contact recovery, lead snapshot
- PortalResumeService: 30-day HMAC token (PRESUME|guid|orgId|exp, keyed off the cluster internal.auth.secret — no new secret); mails RESUME_PORTAL_LINK. - POS...
Expose US state/region from GeoLite lookups
GeoLookupResult gains subdivisionCode/subdivisionName (GeoLite2 subdivision_1 = US state incl. DC; territories PR/GU/VI/AS/MP arrive as countryCode with no usab...
Anonymous GET /portal/assigned-lo — accepting LO identity for the guid's lead
Powers the borrower portal's top-left LO card the moment an LO accepts the lead (pre-login, pre-application): guid header + org host → lead → assignedTeamMember...
'Meet your loan officer' — the borrower hears the moment their lead is accepted
On accept (ASSIGNED), best-effort MEET_YOUR_LO email to the mortgage lead's borrower: the accepting LO's real name + NMLS + email + a continue-application link....
Preferred name fills AKA+first; pool entry publishes the realtime lead event
(1) The funnel's preferred name now writes nameFirstAKA AND stands in for nameFirst until the legal name arrives (owner rule) — it was landing on first name onl...
The lead→application conversion seam — POST /portal/promote
The funnel was a closed loop: nothing ever converted the portal lead into an application (blank mints only — no sourceLead, no seeded fields, no LO inheritance)...
Borrower pricing-quote endpoint — party-gated, integration-config-gated
POST **************** caller must be a loan party (or pipeline steward); resolves the tenant's PRICING_PPE integration — NOT_CONFIGURED / EXTERNAL_VENDOR_PENDIN...
Integrations-status endpoint — the portal's honest view of the org's vendor wiring
GET **************** per-category **************** runtimeVendor from the market integrations config via the runtime resolver. Session-gated; no secrets.
AI vision document extraction — docs → org's vision provider → VerifiedFact(OCR)
The first producer of VerifiedFactSource.OCR: POST **************** reads a vault document (bank **************** ID) with the ORG'S OWN configured vision provi...
ClaimedFactsDTO carries the FULL mortgage lead (35 fields)
Adds the 16 fields the portal structurally couldn't send (monthlyDebts, taxes, insurance, HOA, currentPayment, sellerCredits, renovationCost, borrowerAge, isVet...
Weld the LO chain — portal leads enter the accept-lead pool; accepted LO survives conversion
(1) PortalLeadService routes a portal lead into the credit-based assignment pool (requiresAssignment=true) the moment it has a contact point — portal leads were...
Rebuild against shared-lib (sellerCredits + JsonIgnoreProperties lead DTO tolerance)
Rebuild against shared-lib Phase-4 fields (renovationCost + currentLoanType + LeadFieldPatch)
Rebuild against kamo-shared-library
Pick up LeadListDTO mortgage figures (loan amount/purpose + LTV/DTI inputs) so the /leads grid's Residential-Mortgage columns are served. No code change; CI bui...
Rebuild against shared-lib isVeteran (LeadClaimMortgage col + LeadFieldPatch + mapper)
Internal LOS apply endpoint for inbound sync
POST **************** {leadUid, provider, loXmlFields} — server-to-server (no session/rights). Constant-time X-Internal-Auth check against the cluster internal-...
Lead create/open LOS application endpoints + market-config MLOS fields
Real soft-delete + reactivate-on-upsert for LOS connection; safe test-connection message
I1: view()/testConnection() now read via the shared-lib's active-filtered finder so a soft-deleted (market,provider) connection reads as "not configured" instea...
Market LOS connection service/controller
Phase 3 (Tasks 3.1-3.2) of the MeridianLink external-LOS integration: CRUD + Test-Connection for a market's MeridianLink connection. - MarketLosConnectionServi...
Rebuild to pick up shared-lib mortgage fields (LeadClaimMortgage +6)
Fail the upload if resize fails (no full-size fallback)
Reverts the store-original fallback: if ConversionService cannot resize the image, return 422 instead of storing the full-size original (a huge image would then...
Fall back to the original image when resize fails
ConversionService can native-crash (libwebp-imageio SIGSEGV) or be unavailable, which made every member wallpaper upload fail ("Failed to process image" -> 500)...
Rebuild to pick up shared-lib Organization.bgWatermark
No source change. Triggers CI to re-clone kamo-shared-library main (now carrying the bg_watermark org column added in bc45b97) so the org GET/PUT serialize and ...
Closing-forecast read passthrough (operator-gated, org from session)
Steward passthrough to recompute pipeline-funding P(fund) projections
POST **************** → MlosCapitalMarketsClient (X-Internal-Auth, org stamped from session) → MLOSCapitalMarketsService recompute. Operator-gated like the othe...
Scenario-insights endpoint — LIGHT-tier AI narrative via the org's provider
POST **************** takes a factual (estimated) scenario summary, calls MlosAiClient.text(orgId, prompt, LIGHT) through the org's configured AI provider, retu...
Persist borrower-stated financials + phone onto the mortgage lead
ClaimedFactsDTO gains purchasePrice, downPayment, currentLoanBalance, cashOutAmount and phone; PortalLeadService.applyFacts maps them onto LeadClaimMortgage / t...
Process member uploads like org bg + gate by new rights
- New ImageResizeClient runs member background uploads through the SAME post-processing as org backgrounds (POST **************** and stores the result as ....
Notify the assigned loan officer when a loan's borrower docs are all received
Fires LOAN_DOCS_READY_LO at the satisfy points alongside the borrower DOC_COMPLETE. Resolves the LO via loanFile -> **************** -> Member; self-guarded to ...
Lock the system-managed originator (projection, freeze, assignment)
8 tests over LoanTransactionService: live projection fills name/NMLS/subject-state license + org and marks LIVE; stale hand-entry is cleared when no LO is assig...
Vault upload can deal-scope a document (loanTransactionId)
The vault upload now accepts an optional loanTransactionId, stamped onto the MemberDocument so a time-sensitive doc (credit report / bank statement) can be boun...
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