Streaming Output Format

Purpose

Define output markers that the StreamFormatter (internal/agent/stream.go) detects and displays as real-time progress.

How It Works

The formatter buffers streaming text and uses regex patterns to detect phases and findings. When markers are found:

• •Status updates: Overwrite a single line (using \r)
• •Findings: Print on new lines (persist on screen)

Required Output Markers

Phase 0: Document Inventory (Immediate Feedback)

**📄 DOCUMENTS RECEIVED**
1. W2_2024.pdf - W-2 for John Smith, Employer: Acme Corp
2. paystub_jan.pdf - Pay period ending 01/15/2025
[etc...]

This should be output FIRST to provide immediate feedback while the model processes documents.

Phase 1: Guideline Checks

**📋 GUIDELINE: B3-3.1-01 - Employment Documentation**
Requirement: [from guideline]
Finding: [what was found]
Status: ✅ COMPLIANT

Status options:

• •Status: ✅ COMPLIANT → Shows green checkmark
• •Status: ⚠️ ISSUE → Shows warning
• •Status: ❌ NON-COMPLIANT → Shows error

Phase 2: Cross-Validation

**🔍 CROSS-CHECK: W2 vs Paystubs**
Result: MATCH

Result options:

• •MATCH (without MISMATCH nearby) → Shows "Match confirmed"
• •MISMATCH → Shows warning "Mismatch detected"

Phase 3: Income Calculation

**🧮 INCOME CALCULATION**
Base annual salary: $85,000.00
Total qualifying monthly income: $7,083.33

Extracted amounts (regex patterns):

• •base annual or base salary followed by $X,XXX.XX
• •total qualifying monthly income followed by $X,XXX.XX

Phase 4: Issue Detection

These are detected automatically from natural language:

Phase 5: Final Determination

**✅ FINAL DETERMINATION**
Status: APPROVED

Status options:

• •Status: APPROVED or Status: ✅ → Shows ✅ APPROVED
• •Status: DENIED or Status: ❌ → Shows ❌ DENIED
• •Status: NEEDS REVIEW or Status: CONDITIONAL → Shows ⚠️ NEEDS REVIEW

Phase 6: Structured Extraction

Extracting structured results...

Example Prompt Output

**📋 GUIDELINE: B3-3.1-01 - General Income Information**
Requirement: Verify stable income history for past 2 years
Finding: W2s provided for 2022 and 2023 showing consistent employment
Status: ✅ COMPLIANT

**📋 GUIDELINE: B3-3.1-03 - Base Pay Verification**
Requirement: Document current base salary with recent paystubs
Finding: Paystub dated 2024-01-15 shows base salary $85,000/year
Status: ✅ COMPLIANT

**🔍 CROSS-CHECK: W2 vs Paystubs**
W2 2023: $85,000 annual
Paystub YTD annualized: $85,000
Result: MATCH

**🧮 INCOME CALCULATION**
Base annual salary: $85,000.00
No additional income sources documented
Total qualifying monthly income: $7,083.33

**✅ FINAL DETERMINATION**
Status: APPROVED
Confidence: 0.92

Display Output

The above produces this real-time display:

  ⏳ Checking B3-3.1-01 - General Income Information
  ✅ B3-3.1-01 - General Income Information: Compliant
  ⏳ Checking B3-3.1-03 - Base Pay Verification
  ✅ B3-3.1-03 - Base Pay Verification: Compliant
  ⏳ Cross-checking W2 vs Paystubs
  ✓ Document cross-check: Match confirmed
  ⏳ Calculating qualifying income...
  💰 Base salary: $85,000/year
  📈 Qualifying monthly income: $7,083.33
  ⏳ Making final determination...

  ✅ APPROVED

Adding New Markers

To add new detected patterns, edit internal/agent/stream.go:

1. •Add regex pattern in parseAndDisplay()
2. •Add sf.shown["key"] check to prevent duplicates
3. •Call sf.updateStatus() for transient status or sf.printFinding() for persistent findings

Related Files

• •internal/agent/stream.go - StreamFormatter implementation
• •internal/agent/income/income.go - Example prompt using these markers