Pipeline Breakdown
Five modular pipelines that work together or independently. Each pipeline is production-ready with detailed stage documentation.
Crisis to Action
Complete workflow from intake to action plan
Description
The main orchestration pipeline that handles the complete journey from initial client contact to a comprehensive action plan. Includes crisis detection, risk scoring, verified research, and document generation.
Key Features
- Crisis gate with immediate escalation
- 4 parallel research streams (Perplexity)
- Cross-model validation (GPT-4 + Claude)
- Complete citation tracking
Stages
Intake & Assessment
Standalone intake with crisis detection
Description
A focused pipeline for intake processing and risk assessment. Use this when you want to parse client information without running the full research workflow. Perfect for initial triage or when research is handled separately.
Use Cases
- • Quick initial assessment
- • Triage for appointment scheduling
- • Integration with existing research workflows
- • Batch processing of intake forms
Stages
Output
{
"structured_intake": {...},
"crisis_assessment": {...},
"risk_score": {...},
"recommended_next_steps": [...]
}Verified Research
Perplexity-powered research with citations
Description
The zero-hallucination research engine. Four parallel Perplexity searches gather current information on hardship programs, local services, legal protections, and creditor policies—all with verified citations.
Research Categories
- 1 Hardship Programs - Utility relief, emergency funds, rental assistance
- 2 Local Services - Gambling support, financial counselling, community services
- 3 Legal Protections - Consumer rights, hardship provisions, debt collection limits
- 4 Creditor Policies - Bank hardship programs, negotiation approaches
Stages
Note: Stages 1-4 run in parallel for optimal performance. Each returns results with citation URLs that are validated in stage 6.
Action Plan Generator
Briefings and client materials from research
Description
Takes research inputs and generates prioritized action plans, counsellor briefings, and client-friendly materials. Perfect when you have research from another source or want to regenerate documents.
Outputs Generated
- A Action Plan - Prioritized by urgency with owner assignments
- B Counsellor Briefing - Research highlights, conversation guide, citations
- C Client Materials - Plain language (8th grade), hope-focused, contacts
Stages
Required Inputs
{
"client_summary": {...}, // From intake
"risk_assessment": {...}, // Optional
"research": {
"hardship_programs": {...},
"local_services": {...},
"legal_protections": {...},
"creditor_policies": {...}
}
}Follow-up Tracker
Progress tracking and session planning
Description
Supports ongoing counselling relationships by tracking progress, celebrating wins, and planning next sessions. Feeds back into the system to update priorities and identify new needs.
Key Features
- Progress analysis with completion tracking
- Wins celebration points (positive reinforcement)
- Challenge identification with support mapping
- Next session planning with recommended intervals
Stages
Session Output
{
"progress_summary": {
"completion_percentage": 65,
"overall_trajectory": "improving"
},
"celebration_points": [...],
"updated_priorities": {...},
"next_session": {
"recommended_interval": "2_weeks",
"focus_areas": [...]
}
}Pipeline Composition
These pipelines are designed to work together or independently. Here's how they compose:
Full Workflow
fc-crisis-to-action
└── Contains all functionalityUse for complete intake-to-action flow
Modular Approach
fc-intake-assessment
│
├──▶ fc-verified-research
│
└──▶ fc-action-plan-generator
│
└──▶ fc-follow-up-trackerUse for custom workflows