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Tax Assistant

Platform · v1.0.0

AI Policy

Guardrails and routing, as code. One standard for every workspace.

Guardrails

Applies to every workspace.

Model routing rules

First matching keyword wins. Otherwise, the fallback.

Fallback
routes to GPT-4o mini factual-lookup

Policy as code

Saved guardrails plus this browser's routing.

{
  "version": "1.0.0",
  "updated": "2026-06-27",
  "guardrails": {
    "piiEscalation": {
      "id": "g-pii",
      "triggers": [
        "nric",
        "uen",
        "personal financial details"
      ],
      "action": "detect, redact in logs, and audit. Taxpayer PII is normal in officer casework and is handled by the officer; PII is never used to route models or to auto-escalate"
    },
    "evalGate": {
      "id": "g-eval",
      "metric": "eval pass-rate (%)",
      "threshold": 80,
      "action": "block promotion of a prompt version whose pass-rate is below the threshold"
    },
    "costCeiling": {
      "id": "g-cost",
      "usdPerCall": 0.05,
      "action": "flag any single model call above the ceiling in the audit log"
    },
    "grounding": {
      "id": "g-ground",
      "rule": "answer with general information + citations only; never reproduce source content; always show the demo disclaimer"
    }
  },
  "routing": {
    "rules": [
      {
        "id": "r-pii",
        "keywords": [
          "nric",
          "uen",
          "fin number",
          "passport number"
        ],
        "modelId": "claude-haiku-4-5-20251001",
        "reason": "pii-sensitive"
      },
      {
        "id": "r-draft",
        "keywords": [
          "draft",
          "write a reply",
          "compose",
          "reply to the taxpayer"
        ],
        "modelId": "claude-sonnet-4-6",
        "reason": "drafting"
      },
      {
        "id": "r-complex",
        "keywords": [
          "compare",
          "versus",
          " vs ",
          "trade-off",
          "scenario",
          "implications",
          "restructure",
          "optimise",
          "optimize"
        ],
        "modelId": "claude-opus-4-8",
        "reason": "complex-reasoning"
      },
      {
        "id": "r-calc",
        "keywords": [
          "calculate",
          "estimate",
          "compute",
          "how much",
          "work out",
          "chargeable income"
        ],
        "modelId": "gpt-4.1",
        "reason": "calculation"
      },
      {
        "id": "r-grounded",
        "keywords": [
          "cite",
          "citing",
          "according to",
          "which document",
          "source"
        ],
        "modelId": "claude-sonnet-4-6",
        "reason": "grounded-citation"
      },
      {
        "id": "r-factual",
        "keywords": [
          "what is",
          "what are",
          "rate",
          "threshold",
          "deadline",
          "cap",
          "when is",
          "how many days",
          "due date"
        ],
        "modelId": "gpt-4o-mini",
        "reason": "factual-lookup"
      }
    ],
    "fallbackModelId": "gpt-4o-mini",
    "fallbackReason": "general casework"
  }
}