Names that the app can use
Document naming produces structured suggestions. The application applies filename sanitization and length limits so a plausible model response becomes a usable name.
Validation is advisory
Upload validation checks whether a document appears to match the requested type or period and returns a verdict with an explanation. That check does not itself rename, delete or block the upload.
Routing stays scoped
Routing suggests eligible destinations with checks that keep folders within the same client context. Human acceptance and configured automation modes can both exist; the right boundary depends on the workflow.
A public example is next
A small demonstration with fictional documents is a future direction. There is no public agent demo on this page yet.
This overview describes implementation work at a safe level. It shares no internal screens, prompts, customer records or private code, and does not claim a verified production rollout or firm-wide impact.