Centralized Document Repository with OCS Embedding & Task Auto-Completion

Context & Problem Statement Currently, evidence and documents are heavily siloed—usually attached to specific tasks or controls. Customers need a global, centralized "filing cabinet" to store overarching organizational files like NDAs, Access Registers, and corporate charts.

By storing all these files in a unified Airtable base and running them through our vector embedding pipeline, we can unlock massive AI value. OCS can use this global context to auto-generate highly accurate policies, automatically answer security questionnaires, and intelligently scan/mark existing compliance tasks as completed based on the uploaded evidence.

Acceptance Criteria (AC)

• Global Document Hub (UI): Create a new "Documents" or "Evidence Center" page where users can upload, view, and manage global files independently of specific tasks.

• Airtable Storage Integration: Route uploaded file metadata and secure storage links to a dedicated Global_Documents table in Airtable.

• OCS Embedding Pipeline: Whenever a new file is uploaded, automatically trigger an extraction and embedding process so the document's contents are indexed for the OCS AI.

• AI Context Usage: Update the OCS prompts for Policy Generation and Questionnaire Answering to query this new embedded document index for context.

• Automated Task Scanning: Implement an event listener: when a document is uploaded and tagged (e.g., "Access Register"), trigger a scan to automatically mark relevant open tasks as Completed and attach the document as evidence.