Verification Agents

Agent registry — each document type has a dedicated agent with its own skills, rules, and reason codes.

6

Total agents

6

LLM-powered

0

Rule-based

Verifications

End-to-end pipeline

Hydra / SQS
Temporal Workflow
Document Router
Specialist Agent
Loan Orchestrator
Verdict + Audit Log
Outbound Queue (Hydra)

Agent Registry

Click any agent to expand its skills, rules, and reason codes

Runs a 5-specialist LangGraph pipeline to validate borrower identity, employer details, income calculations, cross-document consistency and fraud signals. Supports multi-year 2-year income averaging when multiple W-2s are uploaded for the same loan.

Specialist pipeline

Context Analyst

OCR field packaging (no LLM)

Intake & OCR Quality

Completeness + confidence check

Borrower Identity Agent

Name, SSN, address vs LOS

Employer & Income Agent

EIN, wages, Box math, trend

Lead Verification Agent

Cross-doc, fraud, final verdict

Skills (6)

Skill 1

Data Intake Validation

Confirms all required OCR fields are present and meet confidence thresholds. Detects W-2c, payroll system, source format calibration.

Intake & OCR Quality
Skill 2

Income Calculation

Box 1 wages, Box 12 Code W HSA add-back, non-recurring items flag, Box 13 retirement plan, 2-year average when multiple W-2s present.

Employer & Income Agent
Skill 3

Employer Validation

EIN format check, employer name fuzzy-match vs LOS employment records, job change detection, same-employer-both-years flag.

Employer & Income Agent
Skill 4

Borrower Identity Validation

Name similarity ≥0.85 threshold, SSN last-4 match, address consistency, nickname/variant handling, electronic source identity.

Borrower Identity Agent
Skill 5

Cross-Document Consistency

Box 1 vs IRS 1040 Line 1a, Box 1 vs pay-stub YTD, Box 2 federal tax plausibility, Box 3/5 SS wage cap, Box 16 state wages.

Lead Verification Agent
Skill 6

Fraud Signal Review

Box 4/6 tax math (6.2%/1.45%), round-number flag, duplicate W-2s for same employer/year, IRS transcript comparison when available.

Lead Verification Agent

Reason codes (18)

W2_001Missing tax year payload — required year not submittedFAIL
W2_002Income decline >10% year-over-yearREVIEW
W2_003Box 1 wages vs. 1040 Line 1a variance >$100 (F1040_003 cross-check)REVIEW
W2_004Box 1 wages annualized vs. pay stub YTD variance >5%REVIEW
W2_005Employer EIN invalid format or employer name mismatchREVIEW
W2_006Employee name does not match borrower legal nameFAIL
W2_007SSN last-4 on W-2 does not match loan applicationFAIL
W2_008Fraud signal from OCR/fraud detection agent — immediate escalationFAIL
W2_009Extraction confidence below 0.75 — re-submission requiredFAIL
W2_010W-2 does not match IRS transcript — potential fraudFAIL
W2_011Corrected W-2c submitted — enhanced underwriter review requiredREVIEW
W2_012Multiple W-2s from same employer same tax year without W-2cREVIEW
W2_013Box 4 SS tax or Box 6 Medicare tax does not match expected IRS rate (6.2%/1.45%) — possible document alterationFAIL
W2_014Low-confidence field(s) flagged — human confirmation requiredREVIEW
W2_015Document classified as something other than W-2 or W-2c — rejectedFAIL
W2_BORROWER_NAME_MISMATCHBorrower name on W2 does not match application (legacy code)FAIL
W2_SSN_MISMATCHSSN on W2 does not match application (legacy code)FAIL
W2_EMPLOYER_MISMATCHEmployer on W2 does not match stated employment (legacy code)REVIEW

Tools & integrations

OpenAI gpt-4o-miniLangGraph StateGraphTemporal activitiesBlue Sage getExtractionDataPostgreSQL audit log

Verification outcomes

View loans