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Developer Use Cases - PebbleDMS+

Document Purpose: This document defines detailed, granular developer use cases for PebbleDMS+. Use cases are organized by phase and module.

Implementation Phases

Phase Duration Modules Use Cases
POC/MVP 6 weeks Ingestion, OCR, Dedup, API 20
Phase 1 6-8 weeks Classification, Tagging, Search, Users 26
Phase 2 3 months Workflow, E-Signature, Integrations 14
Phase 3 3 months AI Assistants, Contract Analysis 9
Total 8 months 69

Functional Groups

POC/MVP (Deduplication Focus)

Phase 1 (Search & Classification)

Phase 2 (Workflow & Integrations)

Phase 3 (AI & Enterprise)

Use Case Quick Reference

POC/MVP Use Cases

Ingestion (ING)

ID Title Phase
ING-001 Upload Single Document POC
ING-002 Batch Upload Documents POC
ING-003 Detect File Format POC
ING-004 Extract Document Metadata POC
ING-005 Queue Document for Processing POC
ING-006 Handle Upload Failure POC

Deduplication (DUP)

ID Title Phase
DUP-001 Compute File Hash (MD5/SHA256) POC
DUP-002 Check Exact Duplicate POC
DUP-003 Compute Document Embedding POC
DUP-004 Find Near-Duplicates POC
DUP-005 Compute Visual Similarity (Images) POC
DUP-006 Merge Duplicate Records POC
DUP-007 Archive/Delete Duplicates POC
DUP-008 Generate Dedup Report POC

OCR Processing (OCR)

ID Title Phase
OCR-001 Queue OCR Job POC
OCR-002 Detect Document Language POC
OCR-003 Execute OCR Engine POC
OCR-004 Extract Tables Phase 1
OCR-005 Extract Forms/Fields Phase 1
OCR-006 Handle Multi-Page PDFs POC

Phase 1 Use Cases

Classification (CLS)

ID Title Phase
CLS-001 Extract Text Content Phase 1
CLS-002 Classify Document Type Phase 1
CLS-003 Classify Content Category Phase 1
CLS-004 Set Confidence Score Phase 1
CLS-005 Flag Low-Confidence for Review Phase 1
CLS-006 Manual Classification Override Phase 1
CLS-007 Train Classification Model Phase 1

Tagging (TAG)

ID Title Phase
TAG-001 Extract Keywords Phase 1
TAG-002 Run Named Entity Recognition Phase 1
TAG-003 Apply Auto-Tags Phase 1
TAG-004 Add Manual Tags Phase 1
TAG-005 Remove Tags Phase 1
TAG-006 Create Custom Tag Phase 1
TAG-007 Manage Tag Taxonomy Phase 1
TAG-008 Suggest Tags Based on Similar Docs Phase 1

Search (SRC)

ID Title Phase
SRC-001 Full-Text Search Phase 1
SRC-002 Filter by Tags Phase 1
SRC-003 Filter by Classification Phase 1
SRC-004 Filter by Date Range Phase 1
SRC-005 Semantic Search Phase 1
SRC-006 Export Search Results Phase 1

Phase 2 Use Cases

Workflow (WFL)

ID Title Phase
WFL-001 Create Workflow Template Phase 2
WFL-002 Define Approval Chain Phase 2
WFL-003 Route Document for Approval Phase 2
WFL-004 Send Approval Notifications Phase 2
WFL-005 Track Approval Status Phase 2
WFL-006 Handle Rejections/Revisions Phase 2

E-Signature (SIG)

ID Title Phase
SIG-001 Request Signature Phase 2
SIG-002 Track Signature Status Phase 2
SIG-003 Store Signed Document Phase 2
SIG-004 Verify Signature Validity Phase 2

Integrations (INT)

ID Title Phase
INT-001 Connect to CRM (Salesforce) Phase 2
INT-002 Connect to ERP (SAP) Phase 2
INT-003 Sync Documents with External System Phase 2
INT-004 Webhook Notifications Phase 2

Phase 3 Use Cases

AI Assistants (AST)

ID Title Phase
AST-001 Query Documents via Chat Phase 3
AST-002 Summarize Document Phase 3
AST-003 Compare Documents Phase 3
AST-004 Extract Key Information Phase 3

Contract Analysis (CTR)

ID Title Phase
CTR-001 Extract Contract Parties Phase 3
CTR-002 Identify Key Dates & Deadlines Phase 3
CTR-003 Detect Obligations & Commitments Phase 3
CTR-004 Risk Assessment Phase 3
CTR-005 Contract Comparison Phase 3

Use Case Count Summary

Module Count Phase
Ingestion 6 POC
Deduplication 8 POC
OCR Processing 6 POC/Phase 1
API 7 POC
Classification 7 Phase 1
Tagging 8 Phase 1
Search 6 Phase 1
Workflow 6 Phase 2
E-Signature 4 Phase 2
Integrations 4 Phase 2
AI Assistants 4 Phase 3
Contract Analysis 5 Phase 3
Total 71

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