Org-scoped loan roster query for the closed-loan trainer
**************** gives the trainer every LOS-linked loan for an org+provider, each carrying the externalLoanName it reads status + documents for.
Closed-loan auto-trainer foundation (MeridianLink ground truth)
Foundation for training document extraction against funded loans (the answer key): - ClosedLoanTrainingRun entity+repo — per-org run control + live counters - E...
Plain-language borrower messages for document rejections
RejectionReasonType was a bare enum (the borrower literally saw "ILLEGIBLE"). Each value now carries a borrowerMessage() remediation string + a messageFor() map...
Platform-wide QC review (cross-tenant labeling for the shared model)
A document is a document — extraction and the model are platform-level, not per lender. Adds a cross-tenant NEEDS_REVIEW queue + QcReviewService.platformReview ...
Platform Document-AI config on SystemConfiguration + cross-org corpus
Adds **************** (default 0.85) + EXTRACTION_MODEL_ID to the platform SystemConfiguration singleton — the platform-wide levers for the QC gate and the regi...
Org-wide QC queue (employee review portal)
Adds an org-scoped NEEDS_REVIEW query + QcReviewService.orgQueue so employees can work every loan's low-confidence extractions from one portal, not one loan at ...
Confidence-gated QC box + labeled training data + gift/self-employment reconcile
QC engine (Phase 4 core): - VerifiedFact gains first-class EXTRACTION_CONFIDENCE, DOC_TYPE_CODE, QC_STATE columns (QcState: **************** Reconciliation ...
Reconcile otherIncome.* facts into OtherIncome rows
Extends fact reconciliation with an otherIncome.* branch: award/benefit documents (Social Security, pension/retirement, child support) land a real OtherIncome r...
Capture + encrypt full SSN on the borrower application
The application posture needs the borrower's REAL Social, not a last-4 (a lender can't do anything with 4 digits). Borrower.ssnEncrypted existed but was never w...
Drop message-body preview paragraph from missed-message email templates
Security: notification emails no longer render any message content; the member signs in to read messages. Sender + count + CTA only.
Missed-message email notification ledger + canonical templates
MessageEmailNotice entity (MESSAGE_EMAIL_NOTICES, unique recipient+sourceKey+channel) with PENDING/SENT suppression states, repository incl. sudo-safe markRead/...
GraphMessageIdMap entity for Microsoft 365 Graph mail id mapping
Maps opaque Microsoft Graph message ids to stable synthetic numeric UIDs per mailbox, so Graph mailboxes flow through the existing numeric-uid mail contract (co...
CitySceneProfile entity + GeoLite city-lookup indexes for city-based portal scenes
- CitySceneProfile (city_scene_profile): per-city environmental scene factors (terrain/relief/silhouette, climate/koppen, hydrology, RESOLVE ecoregion + flo...
The servlet guard must define the SERVLET bean — Boot conditions on the type, not the registration
f8bcc82's ServletRegistrationBean alone name-collided with the auto-config **************** WebServicesAutoConfiguration's bean is **************** Define the s...
Disabled MessageDispatcherServlet registration — kills the multi-servlet landmine for real
Removing the web-services STARTER (55eae0a) was not enough: spring-ws-core itself carries MessageDispatcherServlet, and Boot's WebServicesAutoConfiguration cond...
Spring-ws CLIENT-ONLY — the server starter made every consuming service multi-servlet
**************** auto-registers a MessageDispatcherServlet in EVERY service that depends on shared-lib; with Spring Security 6 that breaks any string requestMat...
LOAN_STATUS_UPDATE canonical template — borrower notified at every loan-file stage change
UpdateLoanFile PATCH must not null absent fields — status-only patch wiped loanNumber/dates
Any partial loan-file patch (the portal's submit sends only {statusId:2}) unconditionally overwrote loanNumber, channelId, and every lifecycle date with null. G...
RESUME_PORTAL_LINK canonical template — borrower magic-link to continue on any device
Bound IP block lookup to a single indexed row
findByIpInRange's two-sided range predicate forced CockroachDB to scan every block with networkStart <= ip whenever the IP fell in a gap (private/bogon/ spoofed...
MortgageProviderResolver deps → ObjectProvider — was crash-looping MediaService
The @Service is component-scanned by every com.kamo service, but mlos.config repositories only exist where @EnableJpaRepositories registers them. Hard construct...
MEET_YOUR_LO canonical template — borrower intro when an LO accepts their lead
CreateFromLead saved Declarations against a transient Borrower — save the app graph first
Same latent TransientPropertyValueException the blank create() fixed at its first caller; createFromLead's first real caller is the portal promote seam (caught ...
AccountGuid insert always violated FIRST_SEEN_AT NOT NULL — ZERO portal leads ever created
Hibernate includes every mapped column in INSERT (no @DynamicInsert), so the unset timestamp went out as explicit NULL and the DB default never applied. Every v...
The doc-04 vendor RUNTIME — MortgageProviderResolver + VendorTypeBridge
The integrations tab wrote MortgageProviderConfig rows nothing consumed at runtime. Resolver: (org, VendorCategory) → activation-gated, profile-scoped, first-en...
Real verified-fact reconciliation — evidence facts now populate the URLA
Replaces the M3a log-only stub: asset.* facts (grouped per source document) become Asset rows and employment.* facts become Employment rows via BorrowerSectionS...
NmlsId is patchable — the company NMLS finally has a write path
Organization.nmlsId (SAFE Act identifier feeding the originator projection's originatorOrgNmlsId and the borrower portal's verified-license pill) was readable e...
Add sellerCredits field + @JsonIgnoreProperties tolerance on lead request DTOs
Mirrors renovationCost: entity column, 3 DTOs (CreateLeadRequest/ UpdateLeadRequest/LeadDTO MortgageFieldsDTO + LeadDTO builder), LeadService create/update pass...
ClosingHorizon — shared §5 close-date heuristic (stage → business days)
One source for the closing horizon so the capital-markets forecast and the doc-freshness sweep project the SAME close date. A calibrated CDF replaces the table ...
Carry mortgage figures in LeadListDTO for the /leads grid
The /leads Residential-Mortgage columns (Loan Amount, Loan Purpose) and the client-side LTV/DTI need mortgage data the lean list projection didn't ship. Widen L...
Sync renovationCost + currentLoanType through MeridianLink mapper (ids TODO-flagged)
Extends the isVeteran LO-XML wiring (1f583db) to the two new renovation/ streamline-refi fields added in 4A (5132026). - LoXmlFieldMapper: FIELD_RENOVATION_COS...
Add renovationCost + currentLoanType mortgage fields
Mirrors the isVeteran field (3f0cea1): entity column, 3 DTOs **************** MortgageFieldsDTO + LeadDTO builder), LeadService create/update passthrough, and L...
Backward-compatible 6-arg LeadFieldPatch constructor (isVeteran defaults null)
Keeps existing 6-arg consumers (e.g. SecurityService LOS-apply tests) compiling on the shared-lib bump without a lockstep change.
Sync isVeteran through MeridianLink LoXmlFieldMapper (id TODO-flagged)
Wires LeadClaimMortgage.isVeteran into the LO-XML round trip using the convention field id aBIsVeteran (matches the aB... borrower-attribute prefix of aBFirstNm...
Org-scope inbound LOS loan lookup + after-commit outbound push + inbound history audit
ApplyLosPatch owns lastPulledAt (stamp on no-op too); single link writer
Active-filtered MarketLosConnection finder
Adds **************** so consumers can treat a soft-deleted (isActive=false) LOS connection as absent, mirroring SocialConnectionController's active-filtered re...
PlatformOAuthProviderType append-order guard
Regression-locks the Phase 5 pull-forward: MERIDIANLINK(8,"meridianlink", "MeridianLink Mortgage") must stay the LAST constant so no existing provider's persist...
Fail closed on blank MeridianLink Save status + OKWithWarning test
LO-XML field mapper
LoXmlFieldMapper translates Lead/LeadClaimMortgage <-> confirmed MeridianLink LO-XML ids (sLAmtCalc, sPurchPrice, sApprVal, sLPurposeT, aBFirstNm, aBLastNm) wit...
MeridianLink modified-loans + deep-link
Adds ListModifiedLoansByAppCode (parse ArrayOfString -> loan names), **************** and AppView.GetPmlLoanUrl (prefix the partial URL with the origination hos...
MeridianLink SOAP client create/save/load
MeridianLinkSoapClient wraps the Loan.asmx ops over a Spring-WS WebServiceTemplate (namespace **************** per-op SOAPAction): Loan.Create -> loan name; Loa...
MeridianLink auth ticket cache
MeridianLinkAuthService mints and caches the sTicket per (instanceBaseUrl + sha256(clientSecret)) with an injected Supplier<Instant> clock and a configurable TT...
MeridianLink creds resolver
Adds the Phase 2 SOAP-adapter package **************** with MeridianLinkCreds (secret-redacting record) + MarketLosConnectionResolver, which decrypts the per-ma...
LeadLosLink entity + repository
Tracks a lead's link into an external LOS loan file, one row per (lead, provider). Carries the sync bookkeeping (contentHash, lastPushedAt, lastPulledAt) that P...
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