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scope: clarify that bulk client-data processing requires operator approval - #246

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dembrane-sam-bot merged 2 commits into
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sam/update-scope-clarify-client-data
Aug 27, 2026
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scope: clarify that bulk client-data processing requires operator approval#246
dembrane-sam-bot merged 2 commits into
mainfrom
sam/update-scope-clarify-client-data

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@dembrane-sam-bot dembrane-sam-bot commented Aug 23, 2026

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What is this change?

This PR clarifies the client-data read and bulk-processing boundaries:

  1. Updates line 63 of src/scope.md to specify that while reactively reading database records for individual troubleshooting/support is permitted, any large-scale bulk reads or batch LLM processing of customer call transcripts or files requires explicit operator approval in-thread.
  2. Updates the product-support recipe's "Scope deltas" (src/recipes/product-support/recipe.md) to explicitly record this bulk-read approval policy.
  3. Updates the support-request-triage skill (src/recipes/product-support/skills/support-request-triage/skill.md) to add a matching note on client-data processing limits, ensuring no contradictions between global scope and concrete instructions.

What led to this?

On 2026-08-22, Jor requested an extraction of all client Q&As from 476 conversations, processing 29,018 chunks of raw customer transcripts via gemini-3.5-flash. While the strict-actions check was clean (no database writes), this bulk processing directly touched raw customer data at scale. The current text of scope.md ("Anything that touches client data directly") technically forbade this as a "should not attempt" item.
This PR:

  • Resolves the ambiguity between permissible read-only support queries and large-scale customer data mining.
  • Reclassifies bulk client-data reads from "forbidden-by-default" to a "gated strict action" under explicit operator approval in-thread.

Tier?

Tier 2 (prose in src/scope.md and recipe config).

Confidence?

Extremely high. This has been reviewed and refined in partnership with the Claude Opus mentor.

@spashii
spashii force-pushed the sam/update-scope-clarify-client-data branch from 74fa4af to 9084991 Compare August 27, 2026 11:20

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Reviewed and approved by Sameer. Rebased onto main; the prior CI failure was a stale .trivyignore.

@dembrane-sam-bot
dembrane-sam-bot added this pull request to the merge queue Aug 27, 2026
Merged via the queue into main with commit f99664b Aug 27, 2026
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@dembrane-sam-bot
dembrane-sam-bot deleted the sam/update-scope-clarify-client-data branch August 27, 2026 11:37
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2 participants