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S09 · Pipeline skill

Intake and handoff

Verify operator access, collect service issues and hand records to the appropriate person.

Identity and role checks + service records + human handoff

Pipeline: 4 steps
Human review: 1
Components: 10

Proposed composition; integration pendingSynthetic data

Download · ZIP · 19KB Pipeline

Intake and handoff — Synthetic walkthrough of inputs, step handoffs, human review and the final result. Live services still need integration.

01Pipeline

Base pipeline

Ordered steps. Each consumes the previous output; review gates hold until a person accepts.

Starts from: Service request, identity assertions and assignment rules
Delivers: Assignee receipt and follow-up state

Review contract

People decide at review gates; components supply data, drafts or review surfaces. Unaccepted outputs do not advance.

Integration note

Choose identity adapters by client and establish shared account mappings and case IDs.

01
Confirm account and role
Input
Service request, identity assertions and assignment rules
Output
Verified session and service scope
- Customer sessions, registration and verificationAccount verification + session and access management
- Tenant identity, enterprise SSO, provisioning and access controlOrganization membership sync + scoped role access
- Browser-assisted desktop authenticationBrowser challenge verification + device session renewal
- Secure mobile session and API adaptersResponse normalization + secure sessions and connectivity handling
02
Create the service record
Input
Verified session and service scope
Output
Account-bound service record
- Signed-principal MCP backend proxyVerified user context signing + authorized request proxying
- Customer support and messenger bridgeService conversation persistence + two-way message bridging
- Enterprise console and customer, warehouse, driver and sales web clientsPermission-aware field tasks + operator submissions
03
Approve data access
Human review
Input
Account-bound service record
Output
Approved minimal handoff data pack
Decided byAssigned reviewer or requesting user
- Operations identity, permissions and audit trailStep-up identity checks + role-based action audit
- Support case and user-data lifecycle workflowsSupport cases and temporary access + authorized export or deletion
04
Hand over and record
Input
Approved minimal handoff data pack
Output
Assignee receipt and follow-up state
- Team-chat commands and integration event deliveryAuthorized message event intake + remote tasks and receipts
- Customer support and messenger bridgeService conversation persistence + two-way message bridging

02Industry versions

Industry versions

Healthcare Transferable use Have an appointment desk check access first, collect only needed information and hand it to the appropriate administrator.

Adaptation Connect hospital identity and case systems for administrative service only, without symptom-based triage.

01
Verify operator account and access
Input
Appointment service request, operator identity and administrative assignments
Output
Permitted administrative service scope
- Customer sessions, registration and verificationAccount verification + session and access management
- Tenant identity, enterprise SSO, provisioning and access controlOrganization membership sync + scoped role access
- Browser-assisted desktop authenticationBrowser challenge verification + device session renewal
- Secure mobile session and API adaptersResponse normalization + secure sessions and connectivity handling
02
Create an appointment service record
Input
Permitted administrative service scope
Output
Account-linked service issue and record
- Signed-principal MCP backend proxyVerified user context signing + authorized request proxying
- Customer support and messenger bridgeService conversation persistence + two-way message bridging
- Enterprise console and customer, warehouse, driver and sales web clientsPermission-aware field tasks + operator submissions
03
Approve minimal handoff data
Human review
Input
Account-linked service issue and record
Output
Administrative data approved for handoff
Decided byAssigned reviewer or requesting user
- Operations identity, permissions and audit trailStep-up identity checks + role-based action audit
- Support case and user-data lifecycle workflowsSupport cases and temporary access + authorized export or deletion
04
Hand over to responsible staff
Input
Administrative data approved for handoff
Output
Assignee receipt and follow-up state
- Team-chat commands and integration event deliveryAuthorized message event intake + remote tasks and receipts
- Customer support and messenger bridgeService conversation persistence + two-way message bridging

Healthcare · Solutions →

03Parameters

Parameters

From the pack’s params.schema.json. Choose values to build a synthetic request.

skills/_pipelines/intake-and-handoff/params.schema.json

locale · required industry · required adapter_mode · required Human review · 3 Approve data access

Request (synthetic)

{
  "synthetic": true,
  "run_id": "synthetic-example",
  "locale": "en",
  "industry": "base",
  "adapter_mode": "local",
  "records": [
    {
      "id": "synthetic-record-1",
      "synthetic": true,
      "text": "Synthetic observation A: a draft needs review."
    },
    {
      "id": "synthetic-record-2",
      "synthetic": true,
      "text": "Synthetic observation B: retain the unresolved question."
    }
  ],
  "decisions": {}
}

04Member components

Member components

Customer sessions, registration and verification

Account verification + session and access management
- Travel & hotels · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Tenant identity, enterprise SSO, provisioning and access control

Organization membership sync + scoped role access
- Retail & ecommerce · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Browser-assisted desktop authentication

Browser challenge verification + device session renewal
- Healthcare · Transferable use
Working 1 pipeline
Secure mobile session and API adapters

Response normalization + secure sessions and connectivity handling
- Travel & hotels · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Signed-principal MCP backend proxy

Verified user context signing + authorized request proxying
- Travel & hotels · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Customer support and messenger bridge

Service conversation persistence + two-way message bridging
- Travel & hotels · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Enterprise console and customer, warehouse, driver and sales web clients

Permission-aware field tasks + operator submissions
- Retail & ecommerce · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Operations identity, permissions and audit trail

Step-up identity checks + role-based action audit
- Lifestyle & consumer apps · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Support case and user-data lifecycle workflows

Support cases and temporary access + authorized export or deletion
- Lifestyle & consumer apps · Source-supported industry
- Healthcare · Transferable use
Working 1 pipeline
Team-chat commands and integration event delivery

Authorized message event intake + remote tasks and receipts
- Healthcare · Transferable use
Working 1 pipeline

05Skills pack

Skills pack

Runnable reference on synthetic fixtures with tests. Domain contracts, services and approvals still need integration.

intake-and-handoff-1.0.0.zip

Contains SKILL.md, pipeline.json, params.schema.json, runner, tests, fixtures, integration checklist and sources.

Synthetic workflow reference; service integration pending

Download · 19KB

SHA-256 d592e8d566d5a5b89400148fe223d079c90c35f6cb9130b5d5759d3d90b14cae