Flow — Document lifecycle · Classification path

Summary

The parser could not identify the form type. The user picks form_type + ay from a picker; classifyDocument re-extracts fields with the manual hint and routes the doc onward.

Audience

end-user

Entry

Document marked needs_classification from the document-lifecycle-ingest branch, document-lifecycle-upgrade-backfill, or document-lifecycle-ocr.

Steps

#	Step	Surface	Notes
1	Document is needs_classification	review-confirm-doc	Inbox Review surfaces a "What document is this?" picker
2	User picks form_type + AY	review-confirm-doc	Choices drawn from inbox-document-types
3	classifyDocument re-extracts	pillar-inbox	Sets fields + transitions state
4	Transitions to unreviewed	review-document	See document-lifecycle-standard-review

Exit

Document is unreviewed with classified form_type + ay; standard review begins.

Escapes

• Confirm gate: needs_classification is NOT confirmable until classification completes — see the shared rule in document-lifecycle-ingest.
• User misclassifies: parser may surface no fields; doc returns to needs_classification (or parse_pending).
• No matching form_type in picker: doc must be deleted or re-uploaded as a different export.

Sources

• .context/wiki/flows/* § "Flow 12 — Document lifecycle state machine" · "D. Classification path"