RFI Triage and Routing
An RFI arrives. The agent proposes the PIR it supports, the cell that should own it, and a draft EEI, all grounded in current holdings so duplicates are caught before they cost a collection asset.
The single highest frequency S2 task and the clearest early win. Triage that queues behind the Collection Manager becomes a draft waiting for a confirm click. Assessment section 6, first workflow.
Human gate: The Collection Manager confirms routing. The agent proposes; it never routes on its own.
Trigger: A new RFI lands Unassigned (today: run manually against any RFI).
- 01Select the RFIRETRIEVElistRfis
Pull the target RFI, or the oldest one with no assigned section.
Success criteria- Exactly one RFI selected
- RFI is not already routed
Outputsrfi - 02Match against PIRsREASONscoreInformationNeedAgainstPirs
Compare the information need against every active PIR by shared analytic vocabulary and recommend the strongest supporting requirement.
Success criteria- A best match PIR identified or an explicit no match finding
OutputsrecommendedPirmatchEvidence - 03Recommend the owning cellREASONrecommendOwningCell
Weigh the discipline signature of the request against each production cell, with current cell load as the tiebreaker.
Success criteria- One cell recommended with stated reasons
- Cell load considered
OutputsrecommendedSectionloadPicture - 04Draft the EEIREASONdraftEssentialElements
Decompose the information need into a draft essential element of information.
Success criteria- Draft EEI produced from the stated need, nothing invented
OutputsdraftEei - 05Collection Manager confirmsHUMAN GATECollection Managerapprover: Collection Manager
The CM reviews the proposed PIR link, cell, and EEI before anything routes.
Success criteria- Human approval recorded
Outputsapproval - 06Route the RFIACT (simulated)assignRfiSection
Assign the RFI to the confirmed cell and open the cell task.
Success criteria- RFI status becomes Assigned
- Routing log row written
OutputsroutedRfi
Wired mode executes assignRfiSection and createRfiTask through the platform after the gate; dry run records them as simulated writes.
Prerequisites live in src/lib/agentic/client.remote.ts.template: published OpenAPI description, accepted Arazzo documents, a scoped server side credential, and an approved agent runtime. Until then, the selector stays on the local dry run engine.
The gate becomes an approval task; the act steps become scoped ontology Actions.