FICTITIOUS DOCUMENT — FORGE DEMO ONLY · specimen data built for a product demonstration · no real family, firm, fund, bank, or person is depicted
The sweep plan — shown before anything moved
This is the actual plan file the machine wrote and showed for approval on its first run:
every proposed name, every duplicate, every file it declined to force. Nothing in the drawer moved until the
owner answered.
Status: executed 2026-07-22. All 43 proposed filings and all 11 duplicate quarantines below were approved and completed — see filing-log.md for the exact action taken per file. The 10 items in "Doesn't fit any of the vault's 7 categories" were left untouched in the drawer, as instructed.
Note: filenames below show [confirm] for an unconfirmed date, per the vault's own convention. Square brackets aren't safe in an actual filename on this system, so the six files that needed a date confirmed were actually filed with TBD-date_ in place of [confirm]_ — see filing-log.md for the real filenames.
Naming convention (from vault\README.md): YYYY-MM-DD_Sender_DocType.ext
Statements
| Current name | → Vault folder | → Proposed name | Confidence |
|---|
| CCF04152026.pdf | Statements | 2026-05-31_TriValleyCommunityBank_PropertyOperatingStatement.pdf | high |
| CCF04152026_001.pdf | Statements | 2026-04-30_TriValleyCommunityBank_InvestmentAccountStatement.pdf | high |
| CCF04152026_002.pdf | Statements | 2026-05-31_TriValleyCommunityBank_InvestmentAccountStatement.pdf | high |
| scan_001.pdf | Statements | 2026-05-31_AshbornePrivateBank_CustodyStatement-EllencourtDescendantsTrust.pdf | high |
| scan_002.pdf | Statements | 2026-04-30_AshbornePrivateBank_CustodyStatement-WrenfieldHoldings.pdf | high |
| scan_003.pdf | Statements | 2026-06-30_HalsteadCustody_StatementOfAssets-Foundation.pdf | high |
| scan_004.pdf | Statements | 2026-03-31_HalsteadCustody_StatementOfAssets-RevocableTrust.pdf | high |
Insurance
| Current name | → Vault folder | → Proposed name | Confidence |
|---|
| 20260415_093412.pdf | Insurance | 2025-08-15_ArdentSpecialty_FineArtFloaterDeclarations.pdf | high |
| 20260415_093455.pdf | Insurance | 2025-09-01_GranitePeakMutual_HomeownersDeclarations.pdf | high |
| 20260415_093511.pdf | Insurance | 2025-09-15_HighPlainsMutual_RanchFarmownersDeclarations.pdf | high |
Invoices
| Current name | → Vault folder | → Proposed name | Confidence |
|---|
| scan_005.pdf | Invoices | 2026-06-11_MeridianFineArtLogistics_Invoice.pdf | high |
| scan_006.pdf | Invoices | 2026-05-01_MarloweGroundsCare_Invoice.pdf | high |
| scan_007.pdf | Invoices | 2026-05-15_MarloweGroundsCare_Invoice.pdf | high |
| scan_008.pdf | Invoices | 2026-05-05_KeswickMechanical_Invoice.pdf | high |
| scan_009.pdf | Invoices | 2026-07-01_SummitAviationCardServices_Invoice.pdf | high |
| scan_010.pdf | Invoices | 2026-06-05_SentinelEstateSecurity_Invoice.pdf | high |
| copy of doc.txt | Invoices | 2026-06-09_DeepRockWellAndPump_Invoice.txt | high |
| doc.txt | Invoices | 2026-06-01_KeystoneHouseholdPayroll_Invoice.txt | high |
| notes2.md | Invoices | 2026-06-14_IronlineFenceAndGate_Invoice.md | high |
| pasted.txt | Invoices | 2026-06-20_WildflowerAndFernStudio_Invoice.txt | high |
| untitled (1).txt | Invoices | 2026-06-03_HollowRidgeCaretaking_Invoice.txt | high |
Tax
| Current name | → Vault folder | → Proposed name | Confidence |
|---|
| IMG_4032.pdf | Tax | [confirm date]_KestrelLaneLLC_ScheduleK1-EllencourtDescendantsTrust.pdf | medium — no issue date printed, only "tax year 2025" |
| IMG_4055.pdf | Tax | [confirm date]_SturgisValleyCiderCoLLC_ScheduleK1-WrenfieldHoldings.pdf | medium — same |
| misc (3).pdf | Tax | [confirm date]_BlackfordIIIFundLP_AmendedScheduleK1-WrenfieldHoldings.pdf | medium — same |
| misc (7).pdf | Tax | [confirm date]_CormorantIVFundLP_ScheduleK1-EllencourtDescendantsTrust.pdf | medium — same |
| letter.pdf | Tax | 2026-01-15_BarrowKesslerCo_EngagementLetter.pdf | high |
Trust-and-Entity
| Current name | → Vault folder | → Proposed name | Confidence |
|---|
| Document1.pdf | Trust-and-Entity | 2026-07-18_BlackfordGrowthPartners_CapitalCallNotice5.pdf | high |
| Document2.pdf | Trust-and-Entity | 2026-07-18_CormorantCapitalPartners_CapitalCallNotice7.pdf | high |
| Document3.pdf | Trust-and-Entity | 2026-06-11_WrenfieldHoldingsLLC_Q2BoardMinutes.pdf | high |
| Document4.pdf | Trust-and-Entity | 2026-06-18_SturgisValleyCiderCoLLC_AnnualBoardMinutes.pdf | high |
| fax_0417.pdf | Trust-and-Entity | 2026-07-18_StillwaterAbsoluteReturnFundLP_DistributionNotice.pdf | high |
| fax_0418.pdf | Trust-and-Entity | 2026-07-18_WindhamCreditPartners_DistributionNotice.pdf | high |
| new doc 2026.pdf | Trust-and-Entity | 2026-07-18_HarrowPointREPartners_CapitalCallNotice9.pdf | high |
| final.pdf | Trust-and-Entity | 2026-07-21_EllencourtFamilyFoundation_GrantCycleBoardPackage.pdf | high (also touches Grants — see note) |
Grants
| Current name | → Vault folder | → Proposed name | Confidence |
|---|
| scan_011.pdf | Grants | 2026-07-21_EllencourtFamilyFoundation_GrantAwardLetter-KettleHollowCommunityHealth.pdf | high |
| scan_012.pdf | Grants | 2026-07-21_EllencourtFamilyFoundation_GrantAwardLetter-SturgisValleyConservationTrust.pdf | high |
| scan_013.pdf | Grants | 2026-07-21_EllencourtFamilyFoundation_GrantAwardLetter-ElkForkYouthMusic.pdf | high |
| scan_014.pdf | Grants | 2026-07-21_HarborlightRefugeeServices_GrantAcknowledgmentLetter.pdf | high |
| Untitled Document.md | Grants | 2026-07-21_EllencourtFamilyFoundation_GrantAwardLetter-BellwetherLiteracyProject.md | high |
| asdf.md | Grants | 2026-07-21_EllencourtFamilyFoundation_GrantAwardLetter-HarborlightRefugeeServices.md | high |
Correspondence
| Current name | → Vault folder | → Proposed name | Confidence |
|---|
| untitled.pdf | Correspondence | 2026-07-21_WrenfieldFamilyOffice_InvestmentCommitteeMemo-Q3CapitalActivity.pdf | high |
| email1.txt | Correspondence | [confirm date]_KeswickMechanical_Email-Q2HVACServiceNote.txt | medium — no date header in the file |
| email2.txt | Correspondence | [confirm date]_MarloweGroundsCare_Email-InvoiceResend.txt | medium — no date header in the file |
Duplicates found (recommend keep the first, quarantine the rest to vault-inbox\_duplicates\)
| Keep | Quarantine |
|---|
| scan_001.pdf | old stuff\statement.pdf (byte-identical) |
| scan_004.pdf | scan_004 - Copy.pdf (byte-identical) |
| 20260415_093412.pdf | 20260415_093412 (1).pdf (byte-identical) |
| 20260415_093511.pdf | to file\scan.pdf (byte-identical) |
| scan_009.pdf | scan_009 copy.pdf (byte-identical) |
| misc (7).pdf | misc (7) - Copy.pdf (byte-identical) |
| Document2.pdf | old stuff\Document2.pdf (byte-identical, different folder) |
| Document3.pdf | to file\minutes draft.pdf (byte-identical, different folder) |
| fax_0418.pdf | fax_0418 (1).pdf (byte-identical) |
| final.pdf | final_v2.pdf (byte-identical) |
| scan_011.pdf | scan_011 (1).pdf (byte-identical) |
| message.eml | untitled (2).txt (same Blue Ridge Airways e-ticket, both in the unclear bucket below) |
| message (1).eml | untitled.txt (same Litchfield Livery confirmation, both in the unclear bucket below) |
| notes.md | Book1.csv (same art-collection register, one .md one .csv — near-duplicate, not byte-identical) |
Doesn't fit any of the vault's 7 categories — flagged, not filed
These are personal/travel logistics (a family trip's jet, car, and restaurant bookings) and an internal art-collection register. None of them are a statement, invoice, tax document, trust/entity document, correspondence-that's-a-letter, insurance document, or grant. Recommend leaving them in the drawer unless you tell me otherwise.
| File | What it is |
|---|
| 1.txt | Silverline Air Charter trip confirmation (private jet) |
| 2.txt | Crown Car & Livery reservation (NYC) |
| message.eml / untitled (2).txt | Blue Ridge Airways e-ticket (duplicate pair) |
| message (1).eml / untitled.txt | Litchfield Livery reservation (duplicate pair) |
| message (2).eml | Maison Verel restaurant reservation |
| scan_015.pdf | The Ashmore Hotel reservation |
| Book1.csv / notes.md | Kestrel Lane LLC art-collection inventory register (duplicate pair, csv + md) |
Actions taken this run
- None. This is the proposal only.