Release Notes

Want to stay in the loop with PDF Insights? Check out this changelog. It shows the new features and updates for the past 3 months. If you have any questions, feel free to reach out to Support.

The NAICS code (AI generated) form field shows the NAICS code and category of a business.

🔎 Here's an example.

For the /makecsv and /uploadpdfs endpoints, there's a new parameter called usenaicsai. This returns a business's NAICS code and category in two response fields:

• naicsCodeDerived shows the NAICS code.
• naicsTitleDerived shows the NAICS category.

If you set usenaicsai=true, the NAICS values populate these fields. Otherwise, they return null.

🔎 Here's an example.

"naicsCodeDerived": "72251",
"naicsTitleDerived": "Restaurants and Other Eating Places"

Note: Make sure you also set the accounttype to autoDetect or applicationForm to return results.

When you click the Briefcase Applications tab in Insights UI, there's now a field in Recent Shares called # of Statement Months. This field shows the number of statement months in a shared application. This number only appears in this field when you're the receiver of the share.

🔎 Here's an example.

If you hover over the tooltip, it shows the statement months.

There's a new review setting called Simplify the Review page. When you use this setting, it removes the True column from a statement review.

🔎 Here's an example of what this looks like before selecting Simplify the Review page and after.

🎯 To use the Simplify the Review page setting:

1. Log into the Insights UI.and select Underwriter Settings.
2. Click Edit.
3. Select Review Settings.
4. Check the Simplify the Review page box.
5. Click Save.

You can now view the Briefcase history in Insights UI. This shows all the shared applications that were offered within the last 30 days.

Under the Briefcase Applications tab, there are now 3 sub-tabs that break down the Briefcase history:

• Recent Shares
• Sent History
• Received History

🔎 Here are examples of what these sub-tabs look like.

You can now add an optional statement-level field called customer_id to your MoneyThumb JSON file. So when you add this field, it returns in your responses.

🔎 Check out the example response below.

"statements": [
             {
                 "start_date": "2024-10-01",
                 "end_date": "2024-10-31",
                 "start_balance": 1234.56,
                 "end_balance": 1234.56,
                 "customerId": "123456",

🎯 To include the customer_id field:

1. Log into the Insights UI.and select Underwriter Settings.
2. Click Edit.
3. Select Transactions Download.
4. Check the *Show Customer ID box.
5. Click Save.

In Insights UI, you can now see whether there's a match transfer between accounts by date and amount in the Incoming Transfers and Outgoing Transfers sections of the Scorecard. When there's a match transfer, a green transfer symbol with a brief description of it appears in the Date column.

🔎 Here's an example.

You can also view these match transfers in Insights API. When there's a match transfer, it appears in the matches field of the incoming_transfers and outgoing_transfers sections of the Scorecard.

🔎 Here's an example.

 "incoming_transfers": [
            {
                "accountidx": "0",
                "id": "158496104",
                "date": "2026-04-17",
                "description": "Transfer from xxxx5216",
                "amount": "1000.00",
                "memo": "",
                "number": "0",
                "type": "",
                "matches": {
                    "date": "2026-04-16",
                    "amount": "-1000.00",
                    "accountLabel": "5216"
                }

In the Insights UI, you can select a new document type called Financial Statement.

Once you run a financial statement, the Financial Statements section appears at the bottom of the screen. Click View Summary to see the summary of the financial statements.

You can also see this document type in the API when you set accounttype to financialStatement.

🔎 Here's an example.

"financialResult": {
                        "balanceSheets": [
                            {
                                "periods": [
                                    {
                                        "sections": {
                                            "sumTo": {
                                                "label": "ASSETS",
                                                "total": 171300.0,
                                                "amountQualifier": "PRESENT_AND_MATCHING",

MoneyThumb Briefcase allows brokers and funders to share applications with each other through PDF Insights. Now, you can collaborate directly with your partners using our platform.

For details, see the MoneyThumb Briefcase Guide.

You now have greater control over finding untrue transactions.

🎯 To do this:

1. Log into the Insights UI and select Underwriter Settings.
2. Click Edit.
3. Select Conversion Setting.
4. Check the Automatically find Untrue transactions box.
5. Click Save.

You also no longer need to set finduntrue in the makecsv or uploadpdfs endpoints anymore.

After you perform a AI web search, you can now see the industry confidence level of a company. In the Industry section of the UI, the search results can show either:

• Low Confidence
• Medium Confidence
• High Confidence

🔎 Here's an example.

Also, if you hover over Industry, you can see more information about the type of business. For details, see AI Web Search Tooltip.

You can also use see the industry confidence result of the AI web search using our API.

Let's say you run makecsv or uploadpdfs, the result appears in the confidence field. The response can show either:

• "Low"
• "Medium"
• "High"

🔎 Here's an example.

"webSearch": {
            "industry": {
                "primary": {
                    "naics": 722310,
                    "title": "Food Service Contractors",
                    "explanation": "Based on the business name 'GREAT MEALS FOOD GROUP LLC', this most likely represents a food service contractor. The use of 'MEALS' and 'FOOD GROUP' suggests a business engaged in preparing and providing food services. NAICS 722310 encompasses establishments providing food services at institutional, governmental, commercial, or industrial locations based on contractual arrangements, which aligns with a 'Food Group' business model that would contract to provide meal services.",
                    "weight": 35.0,
                    "confidence": "Low"
                },

Once you perform an AI Web Search on a company, you now see the following:

• Confidence level.
• Whether it has a minimal web presence.
• A business description
• Alternative NAICS codes.

To see this information, simply hover over the Industry section of the UI.

🔎 Here's an example.

🎯 If you haven't enabled AI Web Search yet, click Company Settings and select Feature Toggles. Then, check the Enable Web Search box and click Save.