RecordsManager

What problem does it solve?

The RecordsManager skill automates the complex, error-prone tasks of organizing, tagging, retention checks, and safe deletion for paperless-ngx backed document repositories, reducing manual overhead and compliance risk.

Core Features & Use Cases

• Hierarchical taxonomies: Function → Service → Activity → DocumentType for precise classification and fast findability.
• Trust and entity management: dynamic creation and structuring of households, businesses, and trusts with storage paths and metadata.
• Workflow automation & retention enforcement: automatic tagging, storage-path assignment, retention checks, and archive/deletion decision support across AU, US, and UK.
• Safe deletion with mandatory approval: routing delete requests through the DeleteConfirmation workflow to prevent catastrophic data loss.
• Audit-ready governance: strict taxonomy enforcement via TaxonomyExpert and validation via TaxonomyValidator to support audits.

Quick Start

• Upload a document and observe automatic tagging, path assignment, and retention checks.
• Create a new entity (household, corporate, or trust) and generate required tags and storage paths.
• Check retention and perform safe deletions only after explicit confirmation.