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Document-Person Expansion Overview (Version 4)

Version 4 defines the relationship-model evolution track for linking Document and Person entities with extensible roles, suggestion review, and policy enforcement.

Start Here

Read scope_boundary_v4.md first to confirm scope and non-scope before implementation work begins.

Core V4 Capabilities

  • Extensible relationship role taxonomy.
  • Many-people-per-role linking for documents.
  • Explicit distinction between canonical asserted links and pending suggested links.
  • Human-in-the-loop suggestion accept/reject workflow.
  • Role exclusivity policy enforcement for configured role pairs.
  • Role/state-aware API and UI retrieval/presentation behavior.
  • Minimal document type governance rollout for the current corpus, with one-time manual mapping and no alias helper table.

V4 Documentation Index

Relationship To V3

V3 remains the baseline production architecture and requirements set for transcription pipeline behavior. V4 is an additive evolution track focused on document-person relationship semantics and workflows.

Decision Status

Locked decisions:

  1. Role extensibility uses registry tables.
  2. Suggestion storage uses a separate suggestion table.
  3. Exclusivity baseline is author vs recipient exclusive, with mentioned non-exclusive.
  4. API evolution is additive in development mode with explicit deprecate-then-remove behavior.

Remaining decision:

  1. Suggestion generation strategy (deterministic rules/NLP vs LLM extraction).