orchestrate-onboarding-data

From README

Onboarding Data Orchestration Extract typed values from uploaded materials and connected systems, reconcile what disagrees, route each supported value to the system that owns it, and reconcile the whole run per system. Workflow Classify the input. Accept PDFs, scans, images, spreadsheets, intake forms, statements, letters, meeting notes, and document packets. For each, determine the document type, date, source, people or entities involved, and the intended client relationship. State what could not be classified rather than guessing at it. Resolve before creating — always. Resolve the client and household across every relevant connected system before creating or updating any record. Search for possible duplicates first. Resolution order: explicit identifier or exact name → email match → single active match within the household → otherwise present candidates and stop. When the packet describes a family or couple, resolve the household first, then fan out to members.