February 11th, 2026 Release Notes
Document AI: Additional document types supported
In this patch release, we added document classification support for 36 additional document types:
1040
U.S. Individual Income Tax Return
1040-NR
U.S. Nonresident Alien Income Tax Return
1040-SR
U.S. Income Tax Return for Seniors
1040 Schedule C
Profit or Loss From Business
1065
U.S. Return of Partnership Income
1099-B
Proceeds from Broker and Barter Exchange Transactions
1099-C
Cancellation of Debt
1099-DIV
Dividends and Distributions
1099-G
Certain Government Payments
1099-INT
Interest Income
1099-K
Payment Card and Third Party Network Transactions
1099-LTC
Long-Term Care and Accelerated Death Benefits
1099-MISC
Miscellaneous Information
1099-NEC
Non-Employee Compensation
1099-Q
Payments from Qualified Education Programs
1099-R
Distributions from Pensions, Retirement Plans, etc.
1099-S
Proceeds from Real Estate Transactions
SSA-1099
Social Security Benefit Statement
1120
U.S. Corporation Income Tax Return
1120-F
U.S. Income Tax Return of a Foreign Corporation
1120-S
U.S. Income Tax Return for an S Corporation
Business Balance Sheet
A financial statement showing a business’s assets, liabilities, and equity at a specific point in time. It reflects the overall financial
Business Profit and Loss Statement
A financial report summarizing a business’s income, expenses, and net profit or loss over a defined period. Often labeled as an
Court-Ordered Decree
A legal court order directs specific actions such as spousal support (alimony) payments or establishing child support obligations.
Disability Income (Employer or Private)
Documentation showing income paid due to disability through an employer-sponsored or private insurance policy. Typically
Social Security Administration Benefit Verification Letter
An official SSA letter confirming receipt of Social Security benefits such as disability or retirement.
Homeowners Association Statement
A statement detailing HOA dues, assessments, and payment history for a property. Issued by a homeowners association or property
Homeowner or Hazard Insurance Policy
An insurance policy document outlining coverage for a residential property against damage or loss. Includes policy number,
Pension Award Letter
An official letter confirming eligibility for and receipt of pension benefits. Specifies benefit amounts and payment terms.
Property Tax Bill
A billing statement issued by a local government showing property tax amounts due. Includes property identification and payment deadlines.
Mortgage Statement
A periodic statement from a mortgage lender showing loan balance, payment amount, and transaction history. Identifies the borrower, property,
Residential Lease Agreement
A legal contract outlining the terms and conditions for renting a residential property. Includes tenant names, rental amount, and lease
Brokerage or Retirement Account Statement
A financial statement summarizing holdings, balances, and transactions in an investment or retirement account. Issued
VA Award Letter
A formal VA letter explaining the outcome of a benefits claim. Includes approval or denial details, effective dates, and diability compensation
VA Certificate of Eligibility
A VA-issued document confirming a veteran’s eligibility for VA home loan benefits. Includes entitlement information and service
VA Form DD214
An official military discharge document summarizing a service member’s military service. Includes service dates, discharge status, and character of service.
Existing borrower follow-up tasks and lender custom task templates have been updated to expect the appropriate document type (as applicable).
For additional information on Document AI, see the full article here.
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