A local program reads every file first. A cloud model sees only what it clears. Select a step.
- Intake - Scanner - Normal button
- The scanner has two buttons. Normal sends the scan to a cloud folder that a session can list and download.
- Intake - Scanner - Private button
- Private sends the scan to a folder that no session lists or downloads from. It goes straight to the private folder on my Mac.
- Intake - Email receipt (label)
- I put a label on a receipt email. The pipeline saves the PDF into the same inbox, so it meets the gate like everything else.
- Intake - Dropped in by hand
- A file I put in the inbox myself. Same rule - nothing reads it before the gate.
- Local gate - Local gate reads every file
- A small program on my Mac runs every minute. It reads each new file and moves it to cleared or to the private folder. It uses no model and makes no network call. Why it exists - twice, a scheduled run read a medical receipt and a payslip. A session can’t decide a file was safe after it already read it.
- Local gate - Verdict logged by md5
- Each file gets one line - its fingerprint and the verdict. A session may only work on a file whose fingerprint the log says is CLEARED.
- Cloud model may read - Cleared only
- A session reads files in the cleared folder, and only when the log matches. Anything else in that folder is reported, not touched.
- Cloud model may read - Duplicate check
- Same fingerprint as a file already filed? It goes to duplicates, not into the books twice.
- Cloud model may read - OCR
- Scans get a hidden text layer, so the filed PDF stays searchable.
- Cloud model may read - Classify
- A model reads the first two pages and says what the document is, how sure it is, its file name and its folder. Not sure means it stops.
- Cloud model may read - My review queue
- Low or medium confidence lands with me. A mis-filed document is worse than an unfiled one.
- Cloud model may read - Extract
- Only high-confidence documents get the second pass, with a prompt made for that document type.
- Cloud model may read - File, rename, update
- The file gets its name and folder, the spreadsheets update, and the manifest records what happened and where it came from.
- Cloud model may read - Second check
- If a cleared file turns out to have payroll or medical text, the session stops, marks it PRIVATE and hands it back to the gate. The gate moves it without reading it.
- Local only - Private folder
- Outside every folder a session is connected to, on purpose. The file-transfer tools refuse it by name too.
- Local only - Local script only
- If a number is needed from one of these files, a local script reads it and reports counts or totals. Or I give the number myself.