RM Brief Review & Design Routing

Purpose

After a Job is created by intake, the assigned RM reviews the AI-parsed brief, corrects any errors, confirms design category, and routes to the correct design queue. This is the human checkpoint between intake and design work beginning.

Actors

Trigger

Job in state BRIEF_CONFIRMED or INTAKE_PARSED appears in RM queue.

Flow

Full Flow

1. RM opens job from queue
2. Sees: original message, reference images, AI-parsed brief (editable),
         AI routing recommendation, customer history panel
3. RM confirms or edits brief fields
4. RM selects design queue (AI pre-selects, RM can override)
   → Queue load shown: "CAD HipHop — 4 jobs, ~18h wait"
5. RM taps "Route to Design"
6. System:
   → Sets state = COREL_QUEUED | CAD_QUEUED | PRICING_QUEUED
   → Notifies design queue head
   → Starts SLA timer for design stage
   → Creates job_event { event_type: "job.routed" }
7. Job leaves RM action queue → moves to monitoring view

Routing Logic

AI Routing Recommendation Logic

Hip Hop pendant, no prior CAD exists
  → Recommend: corel.hiphop
  → Reason: "Hip Hop pendants approved on Coral 80% of the time."

Bridal category
  → Recommend: cad.bridal
  → Reason: "Bridal always requires CAD for production accuracy."

Repeat order (parent_style_id exists)
  → Recommend: skip design queues entirely
  → Reason: "Design exists as CJ-YYYY-XXXXXX. Route to pricing."

Cuban / Chain
  → Recommend: cad.cuban
  → Reason: "Chain designs require specialist CAD skill."

Note: RM always has final say. AI recommendation is advisory only.

History Panel

Customer History Panel

Customer: Icechamp
─────────────────────────────────────────
Last 10 orders:     [thumbnails + IDs]
Preferred metal:    14kt White Gold (9/10 orders)
Preferred setting:  Bussdown, VVS
Avg budget:         $8,000–$15,000
Recurring note:     "Always polished inside band.
                     Prong tips must be rounded."
Pending approvals:  2 awaiting client response
Open in production: 3 jobs
─────────────────────────────────────────

Business Rules

Data

Data Created / Modified

job {
  current_state:       "COREL_QUEUED" | "CAD_QUEUED" | "PRICING_QUEUED",
  current_queue:       "corel.hiphop" | "cad.bridal" | ...,
  brief_structured:    RM-confirmed version,
  current_owner_id:    design queue head,
  sla_targets:         { design: "24h" | "48h" }
}

job_event {
  event_type: "job.routed",
  actor_id:   rm_user_id,
  payload:    { queue, notes, routed_at }
}

API

API Endpoints

GET  /jobs?queue=rm&state=brief_confirmed&rm_id=:id
GET  /queues/:queue_name/load
GET  /clients/:client_id/history
PATCH /jobs/:job_id/route
  Body: { queue, brief_confirmed, notes, override_reason? }

Out of Scope