Update documentation for lending package configuration in Pattern-2

Author: Bob Strahan

CHANGELOG.md

@@ -7,6 +7,15 @@ SPDX-License-Identifier: MIT-0
 
 ### Added
 
+## [0.3.8]
+
+### Added
+
+- **Lending Package Configuration Support for Pattern-2**
+  - Added new `lending-package-sample` configuration to Pattern-2, providing comprehensive support for lending and financial document processing workflows
+  - New default configuration for Pattern-2 stack deployments, optimized for loan applications, mortgage processing, and financial verification documents
+  - Previous `rvl-cdip-sample` configuration remains available by selecting `rvl-cdip-package-sample` for the `Pattern2Configuration` parameter when deploying or updating stacks
+
 - **Text Confidence View for Document Pages**
   - Added support for displaying OCR text confidence data through new `TextConfidenceUri` field
   - New "Text Confidence View" option in the UI pages panel alongside existing Markdown and Text views
@@ -20,26 +29,31 @@ SPDX-License-Identifier: MIT-0
   - Configurable through Web UI without requiring code changes or redeployment
 
 ### Changed
+
 - **Converted text confidence data format from JSON to markdown table for improved readability and reduced token usage**
   - Removed unnecessary "page_count" field
   - Changed "text_blocks" array to "text" field containing a markdown table with Text and Confidence columns
   - Reduces prompt size for assessment service while improving UI readability
   - OCR confidence values now rounded to 1 decimal point (e.g., 99.1, 87.3) for cleaner display
   - Markdown table headers now explicitly left-aligned using `|:-----|:-----------|` format for consistent appearance
+
 - **Simplified OCR Service Initialization**
   - OCR service now accepts a single `config` dictionary parameter for cleaner, more consistent API
   - Aligned with classification service pattern for better consistency across IDP services
   - Backward compatibility maintained - old parameter pattern still supported with deprecation warning
   - Updated all lambda functions and notebooks to use new simplified pattern
 - Removed fixed image target_height and target_width from default configurations, so images are processed in original resolution by default.
+
 - **Updated Default Configuration for Pattern1 and Pattern2**
   - Changed default configuration for new stacks from "default" to "lending-package-sample" for both Pattern1 and Pattern2
   - Maintains backward compatibility for stack updates by keeping the parameter value "default" mapped to the rvl-cdip-sample for pattern-2.
+
 - **Reduce assessment step costs**
   - Default model for granular assessment is now `us.amazon.nova-pro-v1:0` 
   - Improved placement of <<CACHEPOINT>> tags in assessment prompt to improve utilization of prompt caching
 
 ### Fixed
+
 - **Fixed Image Resizing Behavior for High-Resolution Documents**
   - Fixed issue where empty strings in image configuration were incorrectly resizing images to default 951x1268 pixels instead of preserving original resolution
   - Empty strings (`""`) in `target_width` and `target_height` configuration now preserve original document resolution for maximum processing accuracy

config_library/pattern-2/lending-package-sample/README.md

@@ -11,9 +11,9 @@ This directory contains the default-lending configuration for the GenAI IDP Acce
 
 ## Validation Level
 
-**Level**: 2 - Comprehensive Testing
+**Level**: 2 - Minimal Testing
 
-- **Testing Evidence**: This configuration has been tested with lending sample document including payslips, driver's licenses, bank statements, checks, W2 forms, and insurance applications. It demonstrates robust performance in classifying and extracting detailed financial information from standard lending documents.
+- **Testing Evidence**: This configuration has been lightly tested with lending sample document including payslips, driver's licenses, bank statements, checks, W2 forms, and insurance applications. 
 - **Known Limitations**: Performance may vary with non-standard document formats, heavily redacted financial documents, or documents with poor image quality that affect OCR accuracy.
 
 ## Overview
@@ -44,11 +44,10 @@ The configuration defines 6 specialized lending document classes, each with comp
 ### Classification Settings
 
 - **Model**: Amazon Nova Pro
-- **Method**: Text-based holistic classification
+- **Method**: Multimodal Page Level Classification
 - **Temperature**: 0 (deterministic outputs)
 - **Top-k**: 5
 - **OCR Backend**: Amazon Textract with LAYOUT, TABLES, and SIGNATURES features
-- **OCR Model**: Amazon Claude 3.7 Sonnet for enhanced text extraction and layout understanding
 
 The classification component analyzes document content and structure to accurately identify lending document types and establish proper page boundaries within multi-document packages.
 
@@ -68,7 +67,7 @@ The extraction component performs comprehensive attribute extraction tailored to
 
 ### Assessment Settings
 
-- **Model**: Amazon Claude 3.7 Sonnet
+- **Model**: us.amazon.nova-pro-v1:0
 - **Granular Assessment**: Enabled with parallel processing
 - **Default Confidence Threshold**: 0.9
 - **Max Workers**: 20 for improved performance
@@ -77,7 +76,7 @@ Enhanced confidence assessment ensures high accuracy for financial data extracti
 
 ### Summarization Settings
 
-- **Model**: Amazon Claude 3.7 Sonnet
+- **Model**: us.amazon.nova-premier-v1:0
 - **Temperature**: 0 (deterministic outputs)
 - **Top-k**: 5
 
@@ -97,20 +96,14 @@ This configuration is optimized for processing lending document packages that ty
 
 To use this default-lending configuration:
 
-1. **Direct Deployment**: Deploy the GenAI IDP Accelerator with this configuration for lending document processing workflows:
-   ```bash
-   # Deploy with lending configuration
-   ./deploy.sh --config config_library/pattern-2/default-lending/config.yaml
-   ```
+1. **Direct Deployment**: Deploy the GenAI IDP Accelerator with this Pattern-2 configuration for lending document processing workflows.
 
 2. **Loan Processing Integration**: Integrate with existing loan origination systems for automated document processing and data extraction.
 
 3. **Compliance Workflows**: Use for regulatory compliance documentation and audit trail generation.
 
 4. **Custom Lending Workflows**: Adapt for specific lending scenarios:
-   ```bash
-   cp -r config_library/pattern-2/default-lending config_library/pattern-2/mortgage-processing
-   ```
+
 
 ## Common Customization Scenarios