Alix Agent System

🧩 Core Problem

In estate settlement, organizations receive large volumes of documents (death certificates, wills, deeds, tax forms, statements, etc.). Manually triaging and validating these is time-consuming and error-prone.

The challenge:

• Classify documents into a fixed taxonomy.
• Validate category-specific compliance rules (e.g., death certificates must contain "Certificate of Death" and "Date of Death").
• Automate routing between these steps in a clean, testable way.

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💡 My Approach

This solution is built as a multi-agent system:

1. Router (Master Agent)

   • Receives an input document.
   • Orchestrates flow: → Classification → Compliance → Output.

2. Classification Agent

   • Uses keyword & text parsing (with optional PDF parsing via utils/pdf.py).

   • Maps documents to taxonomy codes:

     • 01.0000-50 Death Certificate
     • 02.0300-50 Will/Trust
     • 03.0090-00 Property Deed
     • 04.5000-00 Financial Statement
     • 05.5000-70 Tax Document
     • 00.0000-00 Miscellaneous

3. Compliance Agent

   • Runs category-specific checks:

     • Death Certificates → must have "Certificate of Death" and "Date of Death".
     • Wills/Trusts → must have "Last Will and Testament" or "Trust Agreement".

   • Others auto-validate as valid: true.

4. Models & Utils

   • models/types.py → typed DTOs for Document, ClassificationResult, ComplianceResult.
   • utils/pdf.py → text extraction from mock PDFs.
   • utils/llm.py → placeholder for LLM classification fallback (not required but included for extensibility).

The design emphasizes clear separation of concerns (routing vs classification vs compliance) and testability (Pytest suite included).

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⚙️ Setup

1. Clone & Navigate

git clone <your_repo_url>
cd alix_agent

2. Create Virtual Environment

python -m venv .venv
source .venv/bin/activate   # On Linux/Mac
.venv\Scripts\activate      # On Windows

3. Install Dependencies

pip install -r requirements.txt

4. Environment

Copy the sample env:

cp .env.example .env

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🧪 Running Tests

Execute the unit tests:

pytest -v

Covers:

• Classification logic
• Compliance validation
• API endpoints

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🚀 Execution

Run via CLI

Classify and validate mock documents:

python -m alix_agent.cli --input ./mock_pdfs

Run via API

Start FastAPI server:

uvicorn alix_agent.api:app --reload

Endpoints:

• GET /health → health check
• POST /classify → upload a document for classification/validation

Example:

curl -X POST "http://127.0.0.1:8000/classify" \
  -F "file=@mock_pdfs/01_death_certificate_Eleanor_Bennett.pdf"

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✅ Outcome

• Automated routing of estate documents.
• Deterministic classification + rule-based compliance checks.
• Fully testable with CLI + API interfaces.