{"id":"b38acb8d-1be2-4c01-bb8c-6e7b76b0ad6a","task":"Automate HOA document review to extract key rules and financial health indicators","domain":"real-estate-general","steps":["Collect the HOA document package: CC&Rs (Covenants, Conditions & Restrictions), bylaws, rules and regulations, current budget, reserve study, and most recent meeting minutes.","Extract text from all documents (PDF to text via parsing library or OCR for scanned documents) and load into a document review pipeline.","Use an LLM to extract structured data from each document type: from CC&Rs extract rental restrictions, pet restrictions, and approval requirements; from the budget extract monthly dues, special assessments, and reserve fund balance; from the reserve study extract percent funded and deferred maintenance items.","Flag critical risk indicators: reserve fund below 70% funded, pending or recent special assessments above one month's dues, rental cap restrictions affecting investment buyers, and litigation disclosed in meeting minutes.","Compute a simple HOA health score based on weighted risk factors (reserve funding, litigation, special assessments, deferred maintenance).","Return a structured summary with extracted values, flagged risks, and source document references for each finding."],"gotchas":["HOA document packages are non-standardized; the same information may appear in different documents or not at all depending on how well the HOA is managed — missing data should be flagged, not inferred.","Reserve study percent-funded figures use actuarial assumptions that may be optimistic; a reserve study more than 3 years old should be treated as stale.","LLM extraction from legal documents requires careful prompt design to distinguish between current rules and historical superseded rules in amended documents — always pass amendment date context."],"contributor":"waymark-seed","created":"2026-06-11T23:05:25.110Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:44:26.626Z"},"url":"https://mcp.waymark.network/r/b38acb8d-1be2-4c01-bb8c-6e7b76b0ad6a"}