{ "id": "GuwtmolHpSZYA8lW", "meta": { "templateCredsSetupCompleted": true }, "name": "AI Tax-ID Verification - Groq + PDF + Lovable", "tags": [ { "id": "7O26FSCVRdaD3J6i", "name": "lovable", "createdAt": "2026-08-06T11:54:17.397Z", "updatedAt": "2026-08-06T11:54:17.397Z" }, { "id": "Fs23y8VBhrRrZSjQ", "name": "groq", "createdAt": "2026-08-06T11:54:17.338Z", "updatedAt": "2026-08-06T11:54:17.338Z" }, { "id": "V6qrZh5OMy0YYKis", "name": "tax-verification", "createdAt": "2026-08-06T11:54:17.369Z", "updatedAt": "2026-08-06T11:54:17.369Z" }, { "id": "fAc4NquWRUBXKvh2", "name": "google-sheets", "createdAt": "2026-08-06T11:54:17.421Z", "updatedAt": "2026-08-06T11:54:17.421Z" }, { "id": "sU9NqRnBGLmULKHh", "name": "pdf-intake", "createdAt": "2026-08-06T11:54:17.450Z", "updatedAt": "2026-08-06T11:54:17.450Z" } ], "nodes": [ { "id": "f33029c2-37a2-4fba-a601-c37c1e93291d", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -4512, -992 ], "parameters": { "width": 480, "height": 704, "content": "## AI Tax ID Verification - Groq + PDF + Lovable\n\n### How it works\n\n1. The workflow is triggered by a webhook from Lovable.\n2. It checks for duplicate filenames in Google Sheets.\n3. If a duplicate is found, it returns a cached result.\n4. Otherwise, it extracts the text layer from a PDF and sends it to Groq for parsing.\n5. The parsed tax document is then validated and checked against a database.\n6. Based on the validation result, it updates the database record or logs an unknown tax ID.\n\n### Setup steps\n\n- - [ ] Set up a Google Sheets node with the verification log.\n- - [ ] Configure a webhook trigger from Lovable.\n- - [ ] Set up a Groq API endpoint for parsing tax documents.\n\n### Customization\n\nThe workflow can be customized by modifying the Groq API endpoint, Google Sheets node, or the webhook trigger." }, "typeVersion": 1 }, { "id": "17931b2d-36af-484b-b552-e778a091164d", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -3888, -432 ], "parameters": { "color": 7, "width": 352, "height": 304, "content": "## Initial Trigger & Normalisation\n\nWebhook trigger from Lovable" }, "typeVersion": 1 }, { "id": "6d16aff9-74a4-4ea3-a669-28f453bf9e74", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -3504, -592 ], "parameters": { "color": 7, "width": 1200, "height": 448, "content": "## Duplicate Check\n\nChecks for duplicates and returns cached result if found" }, "typeVersion": 1 }, { "id": "47b72932-1f91-4b90-9f04-f4d3b90315b6", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -2720, -112 ], "parameters": { "color": 7, "width": 560, "height": 464, "content": "## PDF Extraction and Groq Parsing\n\nExtracts text layer from PDF and sends to Groq for parsing" }, "typeVersion": 1 }, { "id": "c419cf6c-c707-4cf6-aa01-b4c45215cc94", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -2160, -432 ], "parameters": { "color": 7, "width": 912, "height": 288, "content": "## Tax ID Extraction and Validation\n\nExtracts tax ID and validates it" }, "typeVersion": 1 }, { "id": "38c70368-5fd7-4614-9884-55a34b98fe61", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ -1200, -432 ], "parameters": { "color": 7, "width": 384, "height": 272, "content": "## Final Compliance Verdict\n\nSends the final compliance verdict to Groq" }, "typeVersion": 1 }, { "id": "29801a58-275b-4989-8c49-b5162fe12e90", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ -768, -592 ], "parameters": { "color": 7, "width": 656, "height": 560, "content": "## Verification Log and DB Update\n\nWrites the verification log and updates the database record" }, "typeVersion": 1 }, { "id": "9ed96a8c-53f1-44c1-ba9d-3358c9b7b9cd", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ -64, -448 ], "parameters": { "color": 7, "height": 336, "content": "## Route by Final Status\n\nRoutes the workflow based on the final status" }, "typeVersion": 1 }, { "id": "ebe92df6-5928-4a88-ae81-d67478a6d5b7", "name": "Sticky Note8", "type": "n8n-nodes-base.stickyNote", "position": [ 208, -672 ], "parameters": { "color": 7, "height": 800, "content": "## Send Messages\n\nSends messages based on the final status" }, "typeVersion": 1 }, { "id": "32d21bf8-8727-4ab1-a8c3-c9d0f88d811f", "name": "Sticky Note9", "type": "n8n-nodes-base.stickyNote", "position": [ 624, -448 ], "parameters": { "color": 7, "height": 304, "content": "## Return JSON to Lovable\n\nReturns the JSON response to Lovable" }, "typeVersion": 1 }, { "id": "01e0537b-11b8-4f72-8e78-73f8ea8e7368", "name": "Sticky Note10", "type": "n8n-nodes-base.stickyNote", "position": [ -1888, -112 ], "parameters": { "color": 7, "height": 304, "content": "## No Tax ID Found\n\nResponds with no tax ID found" }, "typeVersion": 1 }, { "id": "d41c20b7-0925-432e-bf61-da88d62a69b7", "name": "Filename Duplicate Check", "type": "n8n-nodes-base.code", "position": [ -3456, -304 ], "parameters": { "jsCode": "const item = $input.first().json;\n\nconst fileName = (\n item[\"File Name\"] || item.file_name || ''\n).trim().toLowerCase();\n\nconst submitter = (\n item[\"Submitted By\"] || item.submitted_by || ''\n).trim().toLowerCase();\n\nconst org = (\n item[\"Organization\"] || item.organization || ''\n).trim().toLowerCase();\n\nconst fingerprint = fileName || org || submitter || '';\n\nreturn [{ json: {\n ...item,\n quick_tax_id: '',\n duplicate_check_id: fingerprint,\n fingerprint: fingerprint,\n fingerprint_type: fileName ? 'filename'\n : org ? 'organization'\n : 'submitter'\n}}];" }, "typeVersion": 2 }, { "id": "7ab1c8e2-9dcb-4b23-b098-c07d1ea9dd5b", "name": "Sheets \u2014 Lookup Verification Log", "type": "n8n-nodes-base.googleSheets", "position": [ -3264, -304 ], "parameters": { "options": { "dataLocationOnSheet": { "values": { "headerRow": 3, "firstDataRow": 4, "rangeDefinition": "specifyRange" } } }, "sheetName": { "__rl": true, "mode": "list", "value": 1692878098, "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1tHpCHYxhAFaZrK3IYbT-a1TTIJQUKwFZKjrlB36CDuM/edit#gid=1692878098", "cachedResultName": "Verification_Log" }, "documentId": { "__rl": true, "mode": "list", "value": "1tHpCHYxhAFaZrK3IYbT-a1TTIJQUKwFZKjrlB36CDuM", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1tHpCHYxhAFaZrK3IYbT-a1TTIJQUKwFZKjrlB36CDuM/edit?usp=drivesdk", "cachedResultName": "TaxID verify&Logs" }, "combineFilters": "OR" }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "2e3609d2-e163-4601-8ccd-eb00613b73c1", "name": "Duplicate Decision", "type": "n8n-nodes-base.code", "position": [ -3088, -304 ], "parameters": { "jsCode": "const incoming = $('Filename Duplicate Check').first().json;\nconst rows = $input.all();\nconst fp = (incoming.fingerprint || '').toLowerCase();\n\nconst existingRows = rows.filter(r => {\n const f = (\n r.json['File Name'] || r.json['file_name'] || ''\n ).trim().toLowerCase();\n return f.length > 0 && f === fp;\n});\n\nconst isDuplicate = existingRows.length > 0;\nconst existingRecord = isDuplicate\n ? existingRows[existingRows.length - 1].json\n : null;\n\n// \u2500\u2500 Calculate cache freshness \u2500\u2500\nlet cacheHit = false;\nlet hoursSince = 999;\n\nif (existingRecord) {\n const completedRaw = \n existingRecord['Completed At'] ||\n existingRecord['completed_at'] || '';\n\n if (completedRaw) {\n const completedAt = new Date(completedRaw);\n // Check it parsed correctly\n if (!isNaN(completedAt.getTime())) {\n hoursSince = (Date.now() - completedAt.getTime()) / 3600000;\n cacheHit = hoursSince < 24;\n }\n }\n}\n\n// \u2500\u2500 IMPORTANT: do NOT spread ...incoming \u2500\u2500\n// Build output fresh so no stale cache_hit leaks through\nreturn [{ json: {\n // Carry forward only what we need\n \"Request ID\": incoming[\"Request ID\"] || incoming.request_id,\n \"Received At\": incoming[\"Received At\"] || incoming.received_at,\n \"Completed At\": incoming[\"Completed At\"] || incoming.received_at,\n \"Submitted By\": incoming[\"Submitted By\"] || incoming.submitted_by,\n \"Email\": incoming[\"Email\"] || incoming.submission_email,\n \"Organization\": incoming[\"Organization\"] || incoming.organization,\n \"File Name\": incoming[\"File Name\"] || incoming.file_name,\n pdf_base64: incoming.pdf_base64,\n request_id: incoming[\"Request ID\"] || incoming.request_id,\n submitted_by: incoming[\"Submitted By\"] || incoming.submitted_by,\n submission_email: incoming[\"Email\"] || incoming.submission_email,\n organization: incoming[\"Organization\"] || incoming.organization,\n file_name: incoming[\"File Name\"] || incoming.file_name,\n received_at: incoming[\"Received At\"] || incoming.received_at,\n fingerprint: incoming.fingerprint,\n fingerprint_type: incoming.fingerprint_type,\n\n // \u2500\u2500 Duplicate result \u2014 set explicitly, never from spread \u2500\u2500\n is_duplicate: isDuplicate,\n cache_hit: cacheHit, // \u2190 explicitly calculated\n hours_since_last_run: parseFloat(hoursSince.toFixed(1)),\n existing_final_status: existingRecord ? (existingRecord['Final Status'] || '') : '',\n existing_risk_score: existingRecord ? (existingRecord['Risk Score'] || 0) : 0,\n existing_risk_level: existingRecord ? (existingRecord['Risk Level'] || '') : '',\n existing_ai_summary: existingRecord ? (existingRecord['AI Summary'] || '') : '',\n existing_completed_at: existingRecord ? (existingRecord['Completed At'] || '') : '',\n existing_request_id: existingRecord ? (existingRecord['Request ID'] || '') : '',\n existing_entity_name: existingRecord ? (existingRecord['Entity Name (Doc)'] || '') : '',\n existing_tax_id: existingRecord ? (existingRecord['Tax ID Normalized'] || '') : '',\n\n // \u2500\u2500 Debug (remove after confirmed) \u2500\u2500\n _debug_fp: fp,\n _debug_rows_found: existingRows.length,\n _debug_completed_raw: existingRecord ? (existingRecord['Completed At'] || 'EMPTY') : 'NO_RECORD',\n _debug_hours: parseFloat(hoursSince.toFixed(1)),\n _debug_cache_hit: cacheHit\n}}];" }, "typeVersion": 2 }, { "id": "e1266690-bc28-4ce3-aaf6-2dda6549f43a", "name": "Switch \u2014 Duplicate Route", "type": "n8n-nodes-base.switch", "position": [ -2912, -304 ], "parameters": { "rules": { "values": [ { "outputKey": "Output 1 \u2014 Cache hit", "conditions": { "options": { "version": 3, "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "3c804646-aa9f-4560-b3fd-c3842dde1047", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.is_duplicate }}", "rightValue": "true" } ] }, "renameOutput": true }, { "outputKey": "Output 2 \u2014 New ", "conditions": { "options": { "version": 3, "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "906a1da3-cc87-4d56-84e7-8273b74a37c1", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.is_duplicate }}", "rightValue": "false" } ] }, "renameOutput": true } ] }, "options": {}, "looseTypeValidation": true }, "typeVersion": 3.4 }, { "id": "a7fc659d-8225-46f0-b03e-dcbb8a3c821b", "name": "Return Cached Result", "type": "n8n-nodes-base.code", "position": [ -2672, -480 ], "parameters": { "jsCode": "const item = $input.first().json;\n\nreturn [{ json: {\n success: true,\n final_status: 'DUPLICATE',\n is_duplicate: true,\n cache_hit: true,\n request_id: item.existing_request_id,\n new_request_id: item['Request ID'] || item.request_id,\n tax_id_normalized: item.existing_tax_id,\n entity_name: item.existing_entity_name,\n risk_score: item.existing_risk_score,\n risk_level: item.existing_risk_level,\n ai_confidence: 100,\n compliance_flags: [],\n summary: item.existing_ai_summary,\n recommended_action: 'No action required \u2014 cached result',\n hours_since: item.hours_since_last_run,\n completed_at: item.existing_completed_at,\n message: 'This document was verified ' + item.hours_since_last_run + ' hours ago. Returning cached result.',\n}}];" }, "typeVersion": 2 }, { "id": "b08c42ee-53ca-4d1c-ba2a-2c6c3a5721c9", "name": "Webhook \u2014 Lovable Form POST1", "type": "n8n-nodes-base.webhook", "position": [ -3840, -304 ], "parameters": { "path": "tax-ID-verify", "options": { "allowedOrigins": "*" }, "httpMethod": "POST", "responseMode": "responseNode" }, "typeVersion": 2 }, { "id": "4d60e321-c15b-4e79-ac97-a11c9b04c9dc", "name": "Normalize Lovable Payload1", "type": "n8n-nodes-base.code", "position": [ -3648, -304 ], "parameters": { "jsCode": "// \u2500\u2500 INTAKE: normalize Lovable form payload \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\nconst body = $input.first().json.body || $input.first().json;\n\nconst requestId = 'TXID-'\n + new Date().toISOString().slice(0,10).replace(/-/g,'')\n + '-'\n + Math.random().toString(36).substring(2,8).toUpperCase();\n\nconst pdfBase64 = (body.pdf_base64 || '').replace(/^data:application\\/pdf;base64,/, '');\nconst fileName = body.file_name || body.fileName || 'tax_document.pdf';\nconst submitter = body.submitted_by || body.name || 'Unknown';\nconst email = body.email || '';\nconst org = body.organization || '';\n\nif (!pdfBase64) {\n throw new Error('NO_PDF: pdf_base64 field is empty or missing');\n}\n\nconst now = new Date().toISOString();\n\nreturn [{ json: {\n // \u2500\u2500 Matches sheet Row 3 headers EXACTLY (capitals + spaces) \u2500\u2500\n \"Request ID\": requestId,\n \"Received At\": now,\n \"Completed At\": now,\n \"Submitted By\": submitter,\n \"Email\": email,\n \"Organization\": org,\n \"File Name\": fileName,\n \"Entity Name (Doc)\": '',\n \"Tax ID Raw\": '',\n \"Tax ID Normalized\": '',\n \"Tax ID Type\": '',\n \"Doc Type\": '',\n \"Tax Year\": '',\n \"Signature\": false,\n \"Format Valid\": false,\n \"Format Error\": '',\n \"DB Match Score\": 0,\n \"DB Entity Name\": '',\n \"DB Status\": '',\n \"Name Mismatch\": false,\n \"Final Status\": 'PROCESSING',\n \"Risk Level\": '',\n \"Risk Score\": 0,\n \"AI Confidence\": 0,\n \"Compliance Flags\": '',\n \"AI Summary\": '',\n \"Recommended Action\": '',\n \"Parse Confidence\": 0,\n\n // \u2500\u2500 Internal fields (not written to sheet, used by pipeline nodes) \u2500\u2500\n pdf_base64: pdfBase64,\n request_id: requestId,\n submitted_by: submitter,\n submission_email: email,\n organization: org,\n file_name: fileName,\n received_at: now,\n status: 'PROCESSING'\n}}];" }, "typeVersion": 2 }, { "id": "a8cdfcb1-1bb2-4947-9d5f-5a35f388ca5b", "name": "Extract PDF Text Layer1", "type": "n8n-nodes-base.code", "position": [ -2672, 208 ], "parameters": { "jsCode": "const item = $input.first().json;\nconst b64 = item.pdf_base64 || '';\n\nlet extractedText = '';\n\ntry {\n const buf = Buffer.from(b64, 'base64');\n const raw = buf.toString('binary');\n\n const found = [];\n\n // \u2500\u2500 Pull all literal strings from PDF parenthesis notation (Tj / TJ ops) \u2500\u2500\n const parenStrings = raw.match(/\\(([^\\)\\\\]{1,200})\\)/g) || [];\n for (const s of parenStrings) {\n const inner = s.slice(1, -1).trim();\n // Keep only strings with real alphanumeric content\n if (/[a-zA-Z0-9@\\.\\-]/.test(inner) && inner.length >= 2) {\n found.push(inner);\n }\n }\n\n // \u2500\u2500 Directly scan for EIN / SSN / 9-digit patterns \u2500\u2500\n const eins = raw.match(/\\b\\d{2}[-\\s]?\\d{7}\\b/g) || [];\n const ssns = raw.match(/\\b\\d{3}[-\\s]?\\d{2}[-\\s]?\\d{4}\\b/g) || [];\n const nine = raw.match(/\\b\\d{9}\\b/g) || [];\n\n // \u2500\u2500 Also try UTF-8 decode for modern PDFs \u2500\u2500\n let utf8text = '';\n try {\n utf8text = Buffer.from(b64, 'base64').toString('utf8');\n // pull any lines that look like real text\n const lines = utf8text.split(/[\\r\\n]+/);\n for (const line of lines) {\n const clean = line.replace(/[^\\x20-\\x7E]/g, ' ').trim();\n if (clean.length > 4 && /[a-zA-Z]{2,}/.test(clean)) {\n found.push(clean);\n }\n }\n } catch(e) {}\n\n // \u2500\u2500 Combine everything \u2500\u2500\n const allText = [\n ...found,\n ...eins,\n ...ssns,\n ...nine\n ].join(' ').replace(/\\s+/g, ' ').trim();\n\n // \u2500\u2500 Remove pure PDF operator noise \u2500\u2500\n extractedText = allText\n .replace(/\\b(obj|endobj|stream|endstream|xref|trailer|startxref|BT|ET)\\b/g, ' ')\n .replace(/\\/(BaseFont|Subtype|Encoding|Type|FontDescriptor|WinAnsiEncoding|Name)\\b/g, ' ')\n .replace(/\\s+/g, ' ')\n .substring(0, 5000)\n .trim();\n\n} catch(e) {\n extractedText = '[extraction error: ' + e.message + ']';\n}\n\nreturn [{\n json: {\n ...item,\n pdf_text: extractedText || '[no readable text found]',\n pdf_text_len: extractedText.length\n }\n}];" }, "typeVersion": 2 }, { "id": "bde51d20-9cdd-4224-8bee-381a4d59a9c3", "name": "Groq \u2014 Parse PDF Tax Document1", "type": "n8n-nodes-base.httpRequest", "position": [ -2496, 16 ], "parameters": { "url": "https://api.groq.com/openai/v1/chat/completions", "method": "POST", "options": {}, "jsonBody": "={{ JSON.stringify({\n \"model\": \"llama-3.3-70b-versatile\",\n \"temperature\": 0.05,\n \"max_tokens\": 600,\n \"response_format\": { \"type\": \"json_object\" },\n \"messages\": [\n {\n \"role\": \"system\",\n \"content\": \"You are a tax document parser. The text may be messy or extracted from a PDF binary. Search aggressively for any 9-digit number, XX-XXXXXXX pattern, or XXX-XX-XXXX pattern. Return ONLY a JSON object.\"\n },\n {\n \"role\": \"user\",\n \"content\": \"Find the Tax ID in this text. Look for patterns like 12-3456789 (EIN) or 123-45-6789 (SSN) or any 9 consecutive digits. The document is a W-9 form.\\n\\nReturn JSON: {tax_id, tax_id_raw, tax_id_type, entity_name, doc_type, tax_year, signature_present, parse_confidence, parse_notes}\\n\\nText:\\n\" + $json.pdf_text\n }\n ]\n}) }}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] } }, "credentials": { "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.2 }, { "id": "7f876872-4051-4e20-a2c9-6a25a365cabf", "name": "Parse Groq Extract Response1", "type": "n8n-nodes-base.code", "position": [ -2304, 16 ], "parameters": { "jsCode": "const item = $input.first().json;\nconst prev = $('Normalize Lovable Payload1').first().json;\n\nlet raw = '';\ntry {\n raw = item.choices[0].message.content;\n} catch(e) {\n raw = '';\n}\n\nraw = raw.replace(/\\\\n/g, ' ').replace(/\\n/g, ' ').trim();\n\nlet parsed = {};\ntry {\n parsed = JSON.parse(raw);\n} catch(e) {\n const match = raw.match(/\\{[\\s\\S]+\\}/);\n if (match) {\n try { parsed = JSON.parse(match[0]); } catch(e2) {\n parsed = {\n tax_id: '', tax_id_raw: '', tax_id_type: 'UNKNOWN',\n entity_name: '', doc_type: 'UNKNOWN',\n tax_year: null, signature_present: false,\n parse_confidence: 0,\n parse_notes: 'Parse failed: ' + e.message\n };\n }\n }\n}\n\nreturn [{\n json: {\n // \u2500\u2500 Sheet headers (capitals + spaces) \u2500\u2500\n \"Request ID\": prev[\"Request ID\"] || prev.request_id,\n \"Received At\": prev[\"Received At\"] || prev.received_at,\n \"Completed At\": prev[\"Completed At\"] || prev.received_at,\n \"Submitted By\": prev[\"Submitted By\"] || prev.submitted_by,\n \"Email\": prev[\"Email\"] || prev.submission_email,\n \"Organization\": prev[\"Organization\"] || prev.organization,\n \"File Name\": prev[\"File Name\"] || prev.file_name,\n \"Entity Name (Doc)\": parsed.entity_name || '',\n \"Tax ID Raw\": parsed.tax_id_raw || parsed.tax_id || '',\n \"Tax ID Normalized\": parsed.tax_id || '',\n \"Tax ID Type\": parsed.tax_id_type || 'UNKNOWN',\n \"Doc Type\": parsed.doc_type || 'UNKNOWN',\n \"Tax Year\": parsed.tax_year || '',\n \"Signature\": parsed.signature_present || false,\n \"Format Valid\": false,\n \"Format Error\": '',\n \"DB Match Score\": 0,\n \"DB Entity Name\": '',\n \"DB Status\": '',\n \"Name Mismatch\": false,\n \"Final Status\": 'PROCESSING',\n \"Risk Level\": '',\n \"Risk Score\": 0,\n \"AI Confidence\": 0,\n \"Compliance Flags\": '',\n \"AI Summary\": '',\n \"Recommended Action\":'',\n \"Parse Confidence\": parsed.parse_confidence || 0,\n\n // \u2500\u2500 Internal pipeline fields (used by downstream nodes) \u2500\u2500\n request_id: prev[\"Request ID\"] || prev.request_id,\n submitted_by: prev[\"Submitted By\"] || prev.submitted_by,\n submission_email: prev[\"Email\"] || prev.submission_email,\n organization: prev[\"Organization\"] || prev.organization,\n file_name: prev[\"File Name\"] || prev.file_name,\n received_at: prev[\"Received At\"] || prev.received_at,\n tax_id: parsed.tax_id || '',\n tax_id_raw: parsed.tax_id_raw || parsed.tax_id || '',\n tax_id_type: parsed.tax_id_type || 'UNKNOWN',\n entity_name: parsed.entity_name || '',\n doc_type: parsed.doc_type || 'UNKNOWN',\n tax_year: parsed.tax_year || null,\n signature_present: parsed.signature_present || false,\n parse_confidence: parsed.parse_confidence || 0,\n parse_notes: parsed.parse_notes || ''\n }\n}];" }, "typeVersion": 2 }, { "id": "10490a9b-050d-4ffc-a7a3-053766510ddb", "name": "Tax ID Extracted?1", "type": "n8n-nodes-base.if", "position": [ -2112, -304 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "cond-has-taxid", "operator": { "type": "string", "operation": "notEmpty" }, "leftValue": "={{ $json.tax_id }}", "rightValue": "" } ] } }, "typeVersion": 2.2 }, { "id": "01818249-868a-4a0b-aa60-c91fd82391ab", "name": "Format Validation1", "type": "n8n-nodes-base.code", "position": [ -1888, -320 ], "parameters": { "jsCode": "const item = $input.first().json;\nconst rawId = item[\"Tax ID Normalized\"] || item.tax_id_normalized ||\n item[\"Tax ID Raw\"] || item.tax_id_raw ||\n item.tax_id || '';\nconst taxType = item[\"Tax ID Type\"] || item.tax_id_type || 'UNKNOWN';\n\nlet ok = false, normalized = rawId.replace(/-/g,''), err = null;\nconst raw = normalized;\n\nif (taxType === 'EIN' && /^\\d{9}$/.test(raw)) {\n const prefix = parseInt(raw.substring(0,2));\n const bad = [0,7,8,9,17,18,19,28,29,49,69,70,78,79,89,96,97];\n normalized = raw.substring(0,2) + '-' + raw.substring(2);\n ok = !bad.includes(prefix);\n if (!ok) err = 'EIN prefix ' + prefix + ' is not a valid IRS-assigned prefix';\n\n} else if (taxType === 'SSN' && /^\\d{9}$/.test(raw)) {\n normalized = raw.substring(0,3)+'-'+raw.substring(3,5)+'-'+raw.substring(5);\n if (raw==='+1234567890'||raw.substring(0,3)==='000'||raw.substring(3,5)==='00'||raw.substring(5)==='0000') {\n err = 'SSN contains all-zero segment'; ok = false;\n } else if (raw.substring(0,3)==='666'||parseInt(raw.substring(0,3))>=900) {\n err = 'SSN area 666 or 900-999 is invalid'; ok = false;\n } else { ok = true; }\n\n} else if (taxType === 'ITIN' && /^\\d{9}$/.test(raw)) {\n normalized = raw.substring(0,3)+'-'+raw.substring(3,5)+'-'+raw.substring(5);\n ok = raw[0]==='9' && ['70','71','72','73','74','75','76','77','78','79',\n '80','81','82','83','84','85','86','87','88'].includes(raw.substring(3,5));\n if (!ok) err = 'ITIN must start with 9 and have specific 4th-5th digit values';\n\n} else if (taxType === 'VAT' && raw.length >= 5) {\n normalized = raw.toUpperCase(); ok = true;\n\n} else if (raw.length >= 5) {\n ok = true;\n err = 'Tax ID type unrecognized \u2014 proceeding with caution';\n\n} else {\n err = 'Tax ID too short or unrecognized for type ' + taxType;\n}\n\nif (ok && /^(.)\\1+$/.test(raw)) {\n ok = false; err = 'Tax ID is all repeating digits \u2014 invalid';\n}\n\nreturn [{ json: {\n ...item,\n // \u2500\u2500 Sheet-header keys \u2500\u2500\n \"Tax ID Normalized\": normalized,\n \"Format Valid\": ok,\n \"Format Error\": err || '',\n // \u2500\u2500 Internal keys \u2500\u2500\n normalized_tax_id: normalized,\n format_valid: ok,\n format_error: err || ''\n}}];" }, "typeVersion": 2 }, { "id": "d1e99328-1c0b-41ec-b3a5-54af77aa523b", "name": "Google Sheets \u2014 Read TaxID Database1", "type": "n8n-nodes-base.googleSheets", "position": [ -1632, -320 ], "parameters": { "options": { "dataLocationOnSheet": { "values": { "headerRow": 3, "firstDataRow": 4, "rangeDefinition": "specifyRange" } } }, "sheetName": { "__rl": true, "mode": "list", "value": 1971988441, "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1tHpCHYxhAFaZrK3IYbT-a1TTIJQUKwFZKjrlB36CDuM/edit#gid=1971988441", "cachedResultName": "TaxID_Database" }, "documentId": { "__rl": true, "mode": "list", "value": "1tHpCHYxhAFaZrK3IYbT-a1TTIJQUKwFZKjrlB36CDuM", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1tHpCHYxhAFaZrK3IYbT-a1TTIJQUKwFZKjrlB36CDuM/edit?usp=drivesdk", "cachedResultName": "TaxID verify&Logs" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.5 }, { "id": "3cd6b706-931e-42d6-8031-a8da8dc6a307", "name": "Database Lookup + Match Logic1", "type": "n8n-nodes-base.code", "position": [ -1392, -320 ], "parameters": { "jsCode": "const incoming = $('Format Validation1').first().json;\n\n// \u2500\u2500 THIS is the only line that was wrong \u2014 reads BOTH formats \u2500\u2500\nconst submittedRaw =\n incoming[\"Tax ID Normalized\"] ||\n incoming[\"Tax ID Raw\"] ||\n incoming.normalized_tax_id ||\n incoming.tax_id_raw ||\n incoming.tax_id || '';\n\nconst submitted = submittedRaw.replace(/-/g, '').toUpperCase();\n\nconst dbRows = $input.all();\nlet matchedRow = null, matchScore = 0;\n\nfor (const row of dbRows) {\n const d = row.json;\n const rawId = d['Tax ID'] || d['tax_id'] || d['TAX ID'] || '';\n const dbId = rawId.replace(/[^0-9A-Za-z]/g, '').toUpperCase();\n if (!dbId) continue;\n if (dbId === submitted) { matchedRow = d; matchScore = 100; break; }\n if (dbId.substring(0,6) === submitted.substring(0,6) && submitted.length >= 6) {\n matchedRow = d; matchScore = 60;\n }\n}\n\nconst exact = matchScore === 100;\nconst partial = matchScore === 60;\n\nconst dbName = matchedRow ? (matchedRow['Entity Name'] || matchedRow['entity_name'] || '') : '';\nconst dbStat = matchedRow ? (matchedRow['Status'] || matchedRow['status'] || 'NOT_FOUND') : 'NOT_FOUND';\nconst dbActive= matchedRow ? (matchedRow['Active Since'] || matchedRow['active_since'] || '') : '';\nconst dbType = matchedRow ? (matchedRow['Tax ID Type'] || matchedRow['tax_id_type'] || '') : '';\nconst dbState = matchedRow ? (matchedRow['Registered State'] || matchedRow['registered_state'] || '') : '';\nconst dbSource= matchedRow ? (matchedRow['Source'] || matchedRow['source'] || '') : '';\nconst dbLastV = matchedRow ? (matchedRow['Last Verified'] || matchedRow['last_verified'] || '') : '';\nconst dbLastR = matchedRow ? (matchedRow['Last Verification Result'] || matchedRow['last_verification_result'] || '') : '';\nconst dbRisk = matchedRow ? (matchedRow['Last Risk Score'] || matchedRow['last_risk_score'] || '') : '';\nconst dbNotes = matchedRow ? (matchedRow['Notes'] || matchedRow['notes'] || '') : '';\n\nconst entityFromDoc = incoming[\"Entity Name (Doc)\"] || incoming.entity_name || '';\nconst formatValid = incoming[\"Format Valid\"] ?? incoming.format_valid ?? false;\n\nlet nameMismatch = false;\nif (exact && dbName && entityFromDoc) {\n const clean = s => s.toLowerCase().replace(/[^a-z0-9 ]/g,'').split(' ').filter(w => w.length > 2);\n const overlap = clean(dbName).filter(w => clean(entityFromDoc).includes(w)).length;\n nameMismatch = overlap === 0;\n}\n\nlet vr = 'UNVERIFIED';\nif (!formatValid) vr = 'FORMAT_INVALID';\nelse if (!exact && !partial) vr = 'NOT_IN_DATABASE';\nelse if (exact && dbStat.toUpperCase().includes('REVOK')) vr = 'REVOKED';\nelse if (exact && dbStat.toUpperCase().includes('SUSPEND'))vr = 'SUSPENDED';\nelse if (exact && nameMismatch) vr = 'ID_NAME_MISMATCH';\nelse if (partial && !exact) vr = 'POSSIBLE_MATCH_REVIEW';\nelse if (exact) vr = 'VERIFIED';\n\nreturn [{ json: {\n ...incoming,\n // \u2500\u2500 Sheet-header keys \u2500\u2500\n \"DB Match Score\": matchScore,\n \"DB Entity Name\": dbName,\n \"DB Status\": dbStat,\n \"Name Mismatch\": nameMismatch,\n \"Final Status\": vr,\n // \u2500\u2500 Internal keys \u2500\u2500\n db_match_score: matchScore,\n db_exact_match: exact,\n db_partial_match: partial,\n db_entity_name: dbName,\n db_status: dbStat,\n db_active: dbActive,\n db_type: dbType,\n db_state: dbState,\n db_source: dbSource,\n db_last_verified: dbLastV,\n db_last_result: dbLastR,\n db_risk_score: dbRisk,\n db_notes: dbNotes,\n db_row: matchedRow,\n name_mismatch: nameMismatch,\n verification_result: vr,\n is_verified: vr === 'VERIFIED',\n format_valid: formatValid,\n looked_up_at: new Date().toISOString(),\n // \u2500\u2500 Debug (remove after confirmed working) \u2500\u2500\n _debug_submitted: submitted,\n _debug_raw_field: submittedRaw,\n _debug_rows: dbRows.length\n}}];" }, "typeVersion": 2 }, { "id": "5d5cf0a3-6ca5-4fe1-ac3f-587223aab2af", "name": "Groq \u2014 Final Compliance Verdict1", "type": "n8n-nodes-base.httpRequest", "position": [ -1152, -320 ], "parameters": { "url": "https://api.groq.com/openai/v1/chat/completions", "body": "={\"model\":\"llama-3.3-70b-versatile\",\"temperature\":0.05,\"max_tokens\":500,\"response_format\":{\"type\":\"json_object\"},\"messages\":[{\"role\":\"system\",\"content\":\"You are a tax compliance analyst. Return ONLY a JSON object.\"},{\"role\":\"user\",\"content\":\"Given these verification facts, issue a final compliance verdict. Return ONLY a JSON object with keys: final_status (VERIFIED or REJECTED or MANUAL_REVIEW), risk_level (LOW or MEDIUM or HIGH or CRITICAL), risk_score (integer 0-100), confidence (integer 0-100), flags (array of strings), summary (2 sentences plain English), recommended_action (string).\\n\\nFacts: tax_id={{ $json.normalized_tax_id }}, type={{ $json.tax_id_type }}, doc_entity={{ $json.entity_name }}, db_entity={{ $json.db_entity_name }}, format_valid={{ $json.format_valid }}, format_error={{ $json.format_error }}, db_match_score={{ $json.db_match_score }}, db_status={{ $json.db_status }}, name_mismatch={{ $json.name_mismatch }}, signature={{ $json.signature_present }}, parse_confidence={{ $json.parse_confidence }}, system_result={{ $json.verification_result }}\"}]}", "method": "POST", "options": {}, "sendBody": true, "contentType": "raw", "sendHeaders": true, "authentication": "genericCredentialType", "rawContentType": "application/json", "genericAuthType": "httpHeaderAuth", "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] } }, "credentials": { "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.2 }, { "id": "b06e6f66-3390-4916-91c3-8e50838bf9b3", "name": "Parse Groq Verdict1", "type": "n8n-nodes-base.code", "position": [ -960, -320 ], "parameters": { "jsCode": "// \u2500\u2500 Groq raw response comes via $input \u2500\u2500\nconst inputJson = $input.first().json;\n\n// \u2500\u2500 DB + document fields come from the named upstream node \u2500\u2500\nconst incoming = $('Database Lookup + Match Logic1').first().json;\n\n// \u2500\u2500 Parse Groq verdict from choices[0].message.content \u2500\u2500\nlet groqVerdict = {};\ntry {\n const raw =\n inputJson?.choices?.[0]?.message?.content ||\n inputJson?.content ||\n inputJson?.message?.content ||\n '{}';\n const cleaned = raw.replace(/```json|```/gi, '').trim();\n groqVerdict = JSON.parse(cleaned);\n} catch (e) {\n groqVerdict = {};\n}\n\nconst aiSummary = groqVerdict.summary || groqVerdict.ai_summary || '';\nconst riskLevel = groqVerdict.risk_level || '';\nconst riskScore = groqVerdict.risk_score ?? 0;\nconst aiConfidence = groqVerdict.confidence ?? groqVerdict.ai_confidence ?? 0;\nconst complianceFlags = groqVerdict.flags || groqVerdict.compliance_flags || [];\nconst recommendedAction = groqVerdict.recommended_action || '';\nconst parseConfidence = groqVerdict.parse_confidence ?? groqVerdict.confidence ?? 0;\n\n// \u2500\u2500 Read Tax ID \u2500\u2500\nconst submittedRaw =\n incoming[\"Tax ID Normalized\"] ||\n incoming.tax_id_normalized ||\n incoming[\"Tax ID Raw\"] ||\n incoming.tax_id_raw ||\n incoming.tax_id || '';\nconst submitted = submittedRaw.replace(/-/g, '').toUpperCase();\n\n// \u2500\u2500 Read DB match results (already computed upstream) \u2500\u2500\nconst matchScore = incoming[\"DB Match Score\"] ?? incoming.db_match_score ?? 0;\nconst exact = matchScore === 100;\nconst partial = matchScore === 60;\n\nconst dbName = incoming[\"DB Entity Name\"] || incoming.db_entity_name || '';\nconst dbStat = incoming[\"DB Status\"] || incoming.db_status || 'NOT_FOUND';\nconst dbActive = incoming[\"Active Since\"] || incoming.db_active || '';\nconst dbType = incoming[\"Tax ID Type\"] || incoming.db_type || '';\nconst dbState = incoming[\"Registered State\"] || incoming.db_state || '';\nconst dbSource = incoming[\"Source\"] || incoming.db_source || '';\nconst dbLastV = incoming[\"Last Verified\"] || incoming.db_last_verified || '';\nconst dbLastR = incoming[\"Last Verification Result\"] || incoming.db_last_result || '';\nconst dbRisk = incoming[\"Last Risk Score\"] || incoming.db_risk_score || '';\nconst dbNotes = incoming[\"Notes\"] || incoming.db_notes || '';\nconst dbRow = incoming.db_row || null;\n\n// \u2500\u2500 Name similarity check \u2500\u2500\nlet nameMismatch = false;\nconst entityFromDoc = incoming[\"Entity Name (Doc)\"] || incoming.entity_name || '';\nif (exact && dbName && entityFromDoc) {\n const clean = s => s.toLowerCase().replace(/[^a-z0-9 ]/g, '').split(' ').filter(w => w.length > 2);\n const overlap = clean(dbName).filter(w => clean(entityFromDoc).includes(w)).length;\n nameMismatch = overlap === 0;\n}\n\n// \u2500\u2500 Verification result \u2500\u2500\nconst formatValid = incoming[\"Format Valid\"] ?? incoming.format_valid ?? false;\nlet vr = 'UNVERIFIED';\nif (!formatValid) vr = 'FORMAT_INVALID';\nelse if (!exact && !partial) vr = 'NOT_IN_DATABASE';\nelse if (exact && dbStat.toUpperCase().includes('REVOK')) vr = 'REVOKED';\nelse if (exact && dbStat.toUpperCase().includes('SUSPEND')) vr = 'SUSPENDED';\nelse if (exact && nameMismatch) vr = 'ID_NAME_MISMATCH';\nelse if (partial && !exact) vr = 'POSSIBLE_MATCH_REVIEW';\nelse if (exact) vr = 'VERIFIED';\n\nreturn [{ json: {\n // \u2500\u2500 Document fields \u2500\u2500\n \"Request ID\": incoming[\"Request ID\"] || incoming.request_id || '',\n \"Submitted By\": incoming[\"Submitted By\"] || incoming.submitted_by || '',\n \"Email\": incoming[\"Email\"] || incoming.email || '',\n \"Organization\": incoming[\"DB Entity Name\"] || incoming.organization || '',\n \"File Name\": incoming[\"File Name\"] || incoming.file_name || '',\n \"Entity Name (Doc)\": entityFromDoc,\n \"Tax ID Raw\": incoming[\"Tax ID Raw\"] || incoming.tax_id_raw || '',\n \"Tax ID Normalized\": submittedRaw,\n \"Tax ID Type\": dbType || incoming[\"Tax ID Type\"] || '',\n \"Format Valid\": formatValid,\n \"Format Error\": incoming[\"Format Error\"] || incoming.format_error || '',\n \"Signature\": incoming[\"Signature\"] ?? incoming.signature ?? false,\n\n // \u2500\u2500 DB match results \u2500\u2500\n \"DB Match Score\": matchScore,\n \"DB Entity Name\": dbName,\n \"DB Status\": dbStat,\n \"DB Active Since\": dbActive,\n \"DB Tax ID Type\": dbType,\n \"DB State\": dbState,\n \"DB Source\": dbSource,\n \"DB Last Verified\": dbLastV,\n \"DB Last Result\": dbLastR,\n \"DB Risk Score\": dbRisk,\n \"DB Notes\": dbNotes,\n \"Name Mismatch\": nameMismatch,\n\n // \u2500\u2500 Verdict \u2500\u2500\n \"Final Status\": vr,\n\n // \u2500\u2500 AI / Groq fields \u2500\u2500\n \"Risk Level\": riskLevel,\n \"Risk Score\": riskScore,\n \"AI Confidence\": aiConfidence,\n \"Compliance Flags\": Array.isArray(complianceFlags) ? complianceFlags.join(', ') : complianceFlags,\n \"AI Summary\": aiSummary,\n \"Recommended Action\": recommendedAction,\n \"Parse Confidence\": parseConfidence,\n\n // \u2500\u2500 Internal pipeline keys \u2500\u2500\n request_id: incoming[\"Request ID\"] || incoming.request_id || '',\n submitted_by: incoming[\"Submitted By\"] || incoming.submitted_by || '',\n tax_id_normalized: submittedRaw,\n format_valid: formatValid,\n db_match_score: matchScore,\n db_exact_match: exact,\n db_partial_match: partial,\n db_entity_name: dbName,\n db_status: dbStat,\n db_active: dbActive,\n db_type: dbType,\n db_state: dbState,\n db_source: dbSource,\n db_last_verified: dbLastV,\n db_last_result: dbLastR,\n db_risk_score: dbRisk,\n db_notes: dbNotes,\n db_row: dbRow,\n name_mismatch: nameMismatch,\n verification_result: vr,\n is_verified: vr === 'VERIFIED',\n ai_summary: aiSummary,\n risk_level: riskLevel,\n risk_score: riskScore,\n ai_confidence: aiConfidence,\n compliance_flags: complianceFlags,\n recommended_action: recommendedAction,\n looked_up_at: new Date().toISOString(),\n\n // \u2500\u2500 Debug: show raw groq parse \u2500\u2500\n _debug_groq_raw: inputJson?.choices?.[0]?.message?.content || '',\n _debug_groq_parsed: groqVerdict,\n}}];" }, "typeVersion": 2 }, { "id": "e86bd649-3084-4487-a546-0a91949d1436", "name": "Sheets \u2014 Write Verification Log1", "type": "n8n-nodes-base.googleSheets", "position": [ -720, -320 ], "parameters": { "columns": { "value": { "Email": "={{ $json.Email }}", "Doc Type": "=", "File Name": "={{ $json['File Name'] }}", "AI Summary": "={{ $json.ai_summary }}", "Request ID": "={{ $json.request_id }}", "Tax ID Raw": "={{ $json['Tax ID Raw'] }}", "Received At": "={{ $json['Request ID'] }}", "Completed At": "=", "Organization": "={{ $json['DB Entity Name'] }}", "Submitted By": "={{ $json.submitted_by }}", "verification_result": "={{ $json.verification_result }}" }, "schema": [ { "id": "Request ID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Request ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Received At", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Received At", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Completed At", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Completed At", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Submitted By", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Submitted By", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Organization", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Organization", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "File Name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "File Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Entity Name (Doc)", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Entity Name (Doc)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Tax ID Raw", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Tax ID Raw", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Tax ID Normalized", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Tax ID Normalized", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Tax ID Type", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Tax ID Type", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Doc Type", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Doc Type", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Tax Year", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Tax Year", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Signature", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Signature", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Format Valid", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Format Valid", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Format Error", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Format Error", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "DB Match Score", "type": "string", "display": true, "removed": false, "required": false, "displayName": "DB Match Score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "DB Entity Name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "DB Entity Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "DB Status", "type": "string", "display": true, "removed": false, "required": false, "displayName": "DB Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Name Mismatch", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Name Mismatch", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Final Status", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Final Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Risk Level", "type": "string", "display": 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\u2705 Tax ID Verification Complete

Dear {{ $('Exact DB Match?1').item.json['Submitted By'] }},

Your submitted tax document has been successfully verified. Below is a summary:

Request ID{{ $('Exact DB Match?1').item.json['Request ID'] }}
Entity Name{{ $('Exact DB Match?1').item.json['Entity Name (Doc)'] }}
Tax ID{{ $('Exact DB Match?1').item.json['Tax ID Normalized'] }}
Tax ID Type{{ $('Exact DB Match?1').item.json['Tax ID Type'] }}
Final Status\u2705 VERIFIED
DB Status{{ $('Exact DB Match?1').item.json['DB Status'] }}
Risk Level{{ $('Exact DB Match?1').item.json['Risk Level'] }}
AI Summary{{ $('Exact DB Match?1').item.json['AI Summary'] }}
Recommended Action{{ $('Exact DB Match?1').item.json['Recommended Action'] }}
Verified At{{ $('Exact DB Match?1').item.json.looked_up_at }}

No further action is required.

This is an automated message from your Tax ID Verification System.

", "options": {}, "subject": "=\u2705 Tax ID Verification Successful \u2014 {{ $('Exact DB Match?1').item.json['Entity Name (Doc)'] }}" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.2 }, { "id": "f4bd5b43-de45-4a71-b601-20f7abf1058b", "name": "Send a message4", "type": "n8n-nodes-base.gmail", "position": [ 256, -304 ], "parameters": { "sendTo": "={{ $('Exact DB Match?1').item.json.Email }}", "message": "=

\u2705 Tax ID Verification Complete

Dear {{ $('Exact DB Match?1').item.json['Submitted By'] }},

Your submitted tax document has been successfully verified. Below is a summary:

Request ID{{ $('Exact DB Match?1').item.json['Request ID'] }}
Entity Name{{ $('Exact DB Match?1').item.json['Entity Name (Doc)'] }}
Tax ID{{ $('Exact DB Match?1').item.json['Tax ID Normalized'] }}
Tax ID Type{{ $('Exact DB Match?1').item.json['Tax ID Type'] }}
Final Status\u2705 VERIFIED
DB Status{{ $('Exact DB Match?1').item.json['DB Status'] }}
Risk Level{{ $('Exact DB Match?1').item.json['Risk Level'] }}
AI Summary{{ $('Exact DB Match?1').item.json['AI Summary'] }}
Recommended Action{{ $('Exact DB Match?1').item.json['Recommended Action'] }}
Verified At{{ $('Exact DB Match?1').item.json.looked_up_at }}

No further action is required.

This is an automated message from your Tax ID Verification System.

", "options": {}, "subject": "=\u2705 Tax ID Verification Successful \u2014 {{ $('Exact DB Match?1').item.json['Entity Name (Doc)'] }}" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.2 }, { "id": "fca4534a-9041-4d16-a221-1dfd38ce2581", "name": "Send a message5", "type": "n8n-nodes-base.gmail", "position": [ 272, -48 ], "parameters": { "sendTo": "={{ $('Exact DB Match?1').item.json.Email }}", "message": "=

\u2705 Tax ID Verification Complete

Dear {{ $('Exact DB Match?1').item.json['Submitted By'] }},

Your submitted tax document has been successfully verified. Below is a summary:

Request ID{{ $('Exact DB Match?1').item.json['Request ID'] }}
Entity Name{{ $('Exact DB Match?1').item.json['Entity Name (Doc)'] }}
Tax ID{{ $('Exact DB Match?1').item.json['Tax ID Normalized'] }}
Tax ID Type{{ $('Exact DB Match?1').item.json['Tax ID Type'] }}
Final Status\u2705 VERIFIED
DB Status{{ $('Exact DB Match?1').item.json['DB Status'] }}
Risk Level{{ $('Exact DB Match?1').item.json['Risk Level'] }}
AI Summary{{ $('Exact DB Match?1').item.json['AI Summary'] }}
Recommended Action{{ $('Exact DB Match?1').item.json['Recommended Action'] }}
Verified At{{ $('Exact DB Match?1').item.json.looked_up_at }}

No further action is required.

This is an automated message from your Tax ID Verification System.

", "options": {}, "subject": "=\u2705 Tax ID Verification Successful \u2014 {{ $('Exact DB Match?1').item.json['Entity Name (Doc)'] }}" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.2 }, { "id": "9605253a-2f09-44e2-ab97-36073d10c6d8", "name": "Respond \u2014 No Tax ID Found", "type": "n8n-nodes-base.respondToWebhook", "position": [ -1840, 32 ], "parameters": { "options": { "responseCode": 200 }, "respondWith": "json", "responseBody": "={{ JSON.stringify({ success: false, error: \"NO_TAX_ID_FOUND\", request_id: $json.request_id, message: \"No Tax ID could be extracted. Please upload a valid tax form (W-9, W-8, 1099, W-2 or 1040).\", parse_notes: $json.parse_notes, parse_confidence: $json.parse_confidence }) }}" }, "typeVersion": 1.1 }, { "id": "c8f9df11-6b8f-478b-824f-1b4fdc4d8490", "name": "Duplicate found", "type": "n8n-nodes-base.respondToWebhook", "position": [ -2448, -480 ], "parameters": { "options": {}, "respondWith": "json", "responseBody": "={{ JSON.stringify($('Return Cached Result').first().json) }}" }, "typeVersion": 1.5 }, { "id": "9a83da43-3c1b-481f-ae8a-efb29f54f2e6", "name": "Sticky Note11", "type": "n8n-nodes-base.stickyNote", "position": [ -3952, -960 ], "parameters": { "color": 5, "width": 208, "height": 112, "content": "Youtube Demo video\n\n[\u25b6\ufe0f Watch Demo Video](https://youtu.be/4A-jqox14R8)" }, "typeVersion": 1 } ], "active": false, "settings": { "binaryMode": "separate", "availableInMCP": false, "executionOrder": "v1" }, "versionId": "9a430c22-65b4-427d-8e79-29ce00ba42ee", "nodeGroups": [], "connections": { "Send a message3": { "main": [ [ { "node": "Webhook \u2014 Return JSON to Lovable1", "type": "main", "index": 0 } ] ] }, "Send a message4": { "main": [ [ { "node": "Webhook \u2014 Return JSON to Lovable1", "type": "main", "index": 0 } ] ] }, "Send a message5": { "main": [ [ { "node": "Webhook \u2014 Return JSON to Lovable1", "type": "main", "index": 0 } ] ] }, "Exact DB Match?1": { "main": [ [ { "node": "Sheets \u2014 Update DB Record1", "type": "main", "index": 0 } ], [ { "node": "Sheets \u2014 Log Unknown Tax ID1", "type": "main", "index": 0 } ] ] }, "Duplicate Decision": { "main": [ [ { "node": "Switch \u2014 Duplicate Route", "type": "main", "index": 0 } ] ] }, "Format Validation1": { "main": [ [ { "node": "Google Sheets \u2014 Read TaxID Database1", "type": "main", "index": 0 } ] ] }, "Tax ID Extracted?1": { "main": [ [ { "node": "Format Validation1", "type": "main", "index": 0 } ], [ { "node": "Respond \u2014 No Tax ID Found", "type": "main", "index": 0 } ] ] }, "Parse Groq Verdict1": { "main": [ [ { "node": "Sheets \u2014 Write Verification Log1", "type": "main", "index": 0 } ] ] }, "Return Cached Result": { "main": [ [ { "node": "Duplicate found", "type": "main", "index": 0 } ] ] }, "Route by Final Status1": { "main": [ [ { "node": "Send a message3", "type": "main", "index": 0 } ], [ { "node": "Send a message4", "type": "main", "index": 0 } ], [ { "node": "Send a message5", "type": "main", "index": 0 } ] ] }, "Extract PDF Text Layer1": { "main": [ [ { "node": "Groq \u2014 Parse PDF Tax Document1", "type": "main", "index": 0 } ] ] }, "Filename Duplicate Check": { "main": [ [ { "node": "Sheets \u2014 Lookup Verification Log", "type": "main", "index": 0 } ] ] }, "Normalize Lovable Payload1": { "main": [ [ { "node": "Filename Duplicate Check", "type": "main", "index": 0 } ] ] }, "Switch \u2014 Duplicate Route": { "main": [ [ { "node": "Return Cached Result", "type": "main", "index": 0 } ], [ { "node": "Extract PDF Text Layer1", "type": "main", "index": 0 } ] ] }, "Parse Groq Extract Response1": { "main": [ [ { "node": "Tax ID Extracted?1", "type": "main", "index": 0 } ] ] }, "Sheets \u2014 Update DB Record1": { "main": [ [ { "node": "Route by Final Status1", "type": "main", "index": 0 } ] ] }, "Database Lookup + Match Logic1": { "main": [ [ { "node": "Groq \u2014 Final Compliance Verdict1", "type": "main", "index": 0 } ] ] }, "Sheets \u2014 Log Unknown Tax ID1": { "main": [ [ { "node": "Route by Final Status1", "type": "main", "index": 0 } ] ] }, "Webhook \u2014 Lovable Form POST1": { "main": [ [ { "node": "Normalize Lovable Payload1", "type": "main", "index": 0 } ] ] }, "Groq \u2014 Parse PDF Tax Document1": { "main": [ [ { "node": "Parse Groq Extract Response1", "type": "main", "index": 0 } ] ] }, "Groq \u2014 Final Compliance Verdict1": { "main": [ [ { "node": "Parse Groq Verdict1", "type": "main", "index": 0 } ] ] }, "Sheets \u2014 Lookup Verification Log": { "main": [ [ { "node": "Duplicate Decision", "type": "main", "index": 0 } ] ] }, "Sheets \u2014 Write Verification Log1": { "main": [ [ { "node": "Exact DB Match?1", "type": "main", "index": 0 } ] ] }, "Google Sheets \u2014 Read TaxID Database1": { "main": [ [ { "node": "Database Lookup + Match Logic1", "type": "main", "index": 0 } ] ] } } }