Audit Case Rag

---

name: audit-case-rag description: Local-first, event-driven RAG for commercial real estate audit & investigation case folders. Index a case directory named like "项目问题编号__标题" (with stage subfolders such as 01_policy_basis/02_process/04_settlement_payment) and query it with citations (file:// links + PDF #page). Use when you need to organize 50-200 mixed documents (PDF/DOCX/PPTX/XLSX) per case, enforce case_id+stage filtering, retrieve evidence fast, and answer questions with page-level references for workpapers, 整改闭环, or 举报线索调查.

---

audit-case-rag

This skill packages a local-only workflow to build a searchable evidence index for a single audit/investigation case and query it with page-level citations.

Workflow

0) Prepare a case folder (事件驱动)

Create a case directory named:

<项目问题编号>__<标题>

Inside, use stage folders (stage is inferred from folder name):

01_policy_basis/ (basis) — 制度/流程/授权

02_process/ (process) — 招采/定标/过程证据

03_contract/ (contract) — 合同/补充协议

04_settlement_payment/ (payment) — 结算/付款/发票/验收

05_comm/ (comm) — 邮件/会议纪要/IM

06_interviews/ (interview) — 访谈/笔录/询证

07_workpapers/ (workpaper) — 底稿/抽样/复核表

09_rectification/ (rectification) — 整改/闭环

Full template: references/case-folder-template.md

1) Install dependencies (local)

From the skill folder (or copy the script into your repo):

python3 -m venv .venv
source .venv/bin/activate
pip install -r scripts/requirements.txt

LibreOffice is recommended for Office→PDF page citations:

soffice must be available (PATH) or pass --soffice /path/to/soffice.

2) Index the case

./scripts/audit_case_rag.py index \
  --case-dir "/path/to/<项目问题编号>__<标题>" \
  --out-dir  "/path/to/audit_rag_db"

Outputs:

manifest.jsonl written into the case directory

audit_rag_db/.joblib (persistent local index)

3) Query with event filters

./scripts/audit_case_rag.py query \
  --case "<项目问题编号>" \
  --stage payment \
  "付款节点是否倒挂？请给出处页码"

Notes:

Evidence lines include clickable file://...#page=N citations when possible.

Retrieval is hybrid: embedding recall + TF‑IDF rerank (alpha configurable).

Safety/Privacy

No cloud APIs. Everything runs locally.

Do not commit outputs (indices, converted PDFs) to git.