Agent skill
document-types
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.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/document-types
SKILL.md
Mortgage Document Types
Purpose
Work with document classification in the mortgage underwriting system.
Document Type Constants
Located in internal/model/document.go:
Income Documents
| 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* |
Asset Documents
| Constant | Description | Filename Patterns |
|---|---|---|
DocTypeBankStatement |
Bank statements | *bank* |
DocTypeAssetStatement |
General assets | *asset* |
DocTypeRetirementStmt |
401k/IRA statements | *retirement*, *401k*, *ira* |
DocTypeGiftLetter |
Gift fund letters | *gift* |
Credit Documents
| Constant | Description | Filename Patterns |
|---|---|---|
DocTypeCreditReport |
Credit bureau reports | *credit* |
DocTypeDebtPayoff |
Debt payoff letters | *payoff*, *debt* |
Collateral Documents
| Constant | Description | Filename Patterns |
|---|---|---|
DocTypeAppraisal |
Property appraisals | *appraisal* |
DocTypePurchaseContract |
Purchase agreements | *purchase*, *contract* |
DocTypeTitleReport |
Title reports | *title* |
DocTypePropertyInsurance |
Hazard insurance | *insurance*, *hazard*, *homeowner* |
Type Inference Logic
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
}
}
Adding a New Document Type
Step 1: Add constant to internal/model/document.go
const (
// ... existing types ...
DocTypeNewType DocumentType = "new_type"
)
Step 2: Add pattern to internal/document/store.go
patterns := map[string]model.DocumentType{
// ... existing patterns ...
"new_pattern": model.DocTypeNewType,
}
Step 3: Add to agent's document lists
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
}
}
Step 4: Update prompts
Update the agent's prompt to describe how to handle the new document type.
Document Structure
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
}
Supported MIME Types
From internal/document/store.go:MimeTypeFromExtension:
.pdf->application/pdf.png->image/png.jpg,.jpeg->image/jpeg.gif->image/gif.webp->image/webp
Related Files
internal/model/document.go- Type definitionsinternal/document/store.go- Loading and type inferencecmd/underwriter/main.go- CLI type inference
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