Ingest Notice & Create Matter

Initiate a new scrutiny matter, associate taxpayer client records, and prepare case workspace.

Case Intake & Notice Ingestion Pipeline

Create a case matter with client records and optional notice attachment. Text-based PDF extraction and issue decomposition are operational. (Note: Scanned image-only PDF OCR is unavailable in this checkpoint; legal validity rule engines remain blocked for CA domain validation).

Ingest Notice & Create Matter

1. Departmental Notice Document (PDF / JSON / TXT)

2. Taxpayer Client & Proceeding Details