receive_document
Receive a client document into an engagement BY REFERENCE — a client-granted signed https link (or an upload handle), never the file's contents. The engine fetches it server-side, stages it inside the client's tenant for certification, and tells you only the column names and where to certify the mapping — no row of the client's data ever passes through the model. Resolves the matching PBC open item. This is how the data gets in without it ever touching the model: 'no LLM on the money path' stays literally true.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | Yes | Which stream this is (pos = sell-through, claims = billbacks, credits = credit memos). | |
| signed_url | No | A client-granted signed https link to the file (e.g. a Drive/SharePoint export). The engine fetches it directly; you do NOT paste the file contents. | |
| engagement_id | Yes | The engagement this document belongs to. | |
| upload_handle | No | Alternatively, a handle to a file already uploaded to the client's tenant store. |