Document "Draft" Status & AI-Powered Vector Search for Evidence Repository
Context & Problem Statement As we roll out the new Centralized Document Repository, users need a way to stage incomplete or unapproved files. Currently, if a file is uploaded, it is immediately processed. We need a "Draft" status so users can upload work-in-progress evidence without it being prematurely embedded by OCS for policy generation or task completion.
Additionally, as the repository grows, standard keyword search won't be enough. We need to leverage our OCS vector embeddings to allow users to semantically search for documents by title (e.g., searching "employee onboarding" should return the "New Hire Access Register").
Acceptance Criteria (AC)
Evidence State Machine: Add a
Statusfield to document/evidence uploads with two primary states:DraftandActive.Draft Logic & Isolation: * Documents in the
Draftstate must be visible in the UI but clearly marked with a "Draft" pill/badge.Draftdocuments MUST NOT be sent to the OCS embedding pipeline and MUST NOT be used for task auto-completion or AI questionnaire answering.
Publishing Workflow: Add a "Publish" or "Mark as Active" button for Draft documents. Clicking this transitions the status to
Activeand triggers the OCS vector embedding webhook.Semantic Vector Search: * Add a search bar to the Document Upload repository UI.
Instead of a standard SQL
LIKEquery, wire this search bar to the OCS vector database to perform a semantic search against the embedded document titles and metadata.Return search results ranked by vector similarity score.
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