CMC

Cascadia MEP Contractors, LLC

R361 Intake Demo — Multi-Channel → PII Redact → HITL Queue
DOC: R361-DEMO-V1
ISSUED: 2026-05-30
QUEUE: form_intake_queue (live)
VAULT: vault_form_intake
R361 — The Loop Closed

Multi-Channel Intake → PII Redact → Dept Routing → HITL Approval

Live proof. Below is the actual queue. Three forms entered via three different channels (email, upload, API), got PII-scrubbed, routed to three different department managers via the org chart, and are now waiting for HITL approval. Raw payloads are in the vault. Approval workflow goes live in R362.
↩ CEO briefing ↗ Evelyn's HR inbox ↗ org chart

The Flow

STEP 1
INTAKE
Email, SMS, upload, API, or manual — channel-agnostic ingestion via r361_intake_router.py
STEP 2
PII SCRUB
SSN, DOB, EIN, phone, email, CC, bank-acct, wage detected + masked via r361_pii_scrubber.py
STEP 3
DEPT ROUTE
form_code → dept_form_access lookup → assignee picked from tenant_employees (manager+ in dept)
STEP 4
HITL QUEUE
Inserted into form_intake_queue with severity, raw in vault. Assignee approves in their inbox.

Live Queue (3 pending)

F1-01 · queue #1 · via email high severity
FROM: trevor.lindholm@cascadia-mep.example → ROUTED TO: evelyn.shapiro@cascadia-mep.example (people) at 2026-05-31T05:28:19.358815Z
Hi HR, Here is my I-9 Section 1 info for the onboarding: Name: Trevor Lindholm SSN: ***-**-6789 DOB: **/**/**** Phone: (***) ***-0142 Address: 1422 SE Hawthorne Blvd, Portland OR 97214 Email: tr***@cascadia-mep.example Citizenship: 1. A citizen of the United States. Trevor
⚠ ssn_dashed⚠ dob_slash⚠ phone_us⚠ email_pii
vault_ref: vault://intake/2026-05-31/F1-01_448f1ceb
F3-08 · queue #2 · via upload normal severity
FROM: ben.holloway@cascadia-mep.example → ROUTED TO: priya.shenoy@cascadia-mep.example (operations) at 2026-05-31T05:28:19.410625Z
RFI #2026-047: clarification needed on ceiling height in Bldg A floor 12 east wing. Originally drawn at 9 ft per A-101 rev 3 dated ****-**-**.
⚠ dob_dash
vault_ref: vault://intake/2026-05-31/F3-08_a7a30ea2
F5-10 · queue #3 · via api normal severity
FROM: system → ROUTED TO: rachel.beaumont@cascadia-mep.example (finance) at 2026-05-31T05:28:19.459271Z
Expense report 2026-06: gas $[REDACTED], hotel $[REDACTED], employee SSN ***-**-4321 for verification, account number: 0001234567890.
⚠ ssn_dashed⚠ dollar_wage
vault_ref: vault://intake/2026-05-31/F5-10_63809cf3

What's In The Vault (Raw Storage)

Every intake stores raw payload in vault_form_intake with access_log. Redacted versions go to the queue. "Show Full Data" in the employee view fetches from vault with permission check + log entry.

vault_reftenantformPII summary
vault://intake/2026-05-31/F5-10_63809cf3oregon_mep_demoF5-10ssn_dashed×1, dollar_wage×2
vault://intake/2026-05-31/F3-08_a7a30ea2oregon_mep_demoF3-08dob_dash×1
vault://intake/2026-05-31/F1-01_448f1ceboregon_mep_demoF1-01ssn_dashed×1, dob_slash×1, phone_us×1, email_pii×1

What R361 Shipped