Inputs
- An approved intake channel
- File and malware rules
- Routing taxonomy and schema
- Queue ownership and service rules
Control points
- Quarantine before processing
- Treat document text as untrusted
- No system-of-record write
- Retain route and exception evidence
Human approval gate
A queue owner approves low-confidence, sensitive, duplicate, or policy-exception cases before any downstream record change.
The workflow
Every step includes a check that can stop the process before risk moves downstream.
- 01
Validate the intake
Check channel, sender context, file type, size, duplicate identity, and security scan result.
Gate: Rejected or suspicious files remain quarantined. - 02
Extract a minimal routing packet
Produce document type, candidate owner, urgency, identifiers, and uncertainty in a strict schema.
Gate: Embedded instructions cannot override workflow policy. - 03
Apply deterministic routing
Use allowlisted categories, queue rules, required fields, and confidence thresholds.
Gate: No valid rule means human intake, not a guessed destination. - 04
Create the review task
Attach the source, extracted candidates, validation results, and required decision without changing master data.
Gate: The receiving queue can inspect the original document. - 05
Reconcile completion
Record accepted route, corrections, duplicates, exceptions, and any approved downstream handoff.
Gate: Feedback updates rules only through controlled review.
Candidates to pilot
Inclusion means relevant product shape, not measured superiority.
Sources checked
Open the original pages before relying on a time-sensitive product decision.