When a new order comes into the system, it needs to be accurately reflected in your Monday.com workspace. To keep board titles clean and ensure the right teams are notified, the system automatically analyzes incoming line items, assigns shorthand "Title Codes," and applies "Swallow Rules" to bundle related services together.

This page explains how the automated classification engine (often referred to as the "Consolidated Brain") processes your order data.

How the classification engine works

The system runs a sequential process to evaluate incoming orders and update your workspace.

flowchart TD
    A["Fetch Monday Data"] --> B["Fetch HDPH Order"]
    B --> C["Classify Services"]
    C --> D["Apply Title & Swallow Rules"]
    D --> E["Calculate Differences"]
    E --> F["Update Monday.com"]

1. 1

   Fetch current data

   The system pulls the existing subitems from Monday.com and the latest order data from the HDPH (HarmonPS) API.

2. 2

   Classify services

   Line items are scanned for specific keywords to determine if the order requires special handling, such as Rush delivery, Travel fees, or Appraisals.

3. 3

   Apply Title Codes and Swallow Rules

   Long product names are converted into short Title Codes (e.g., "Marketing Kit" becomes "MK"). Then, Swallow Rules are applied to hide individual items that are already included in a larger package.

4. 4

   Calculate differences and update

   The system compares the HDPH order to Monday.com. HDPH is treated as the source of truth—any missing items are added, and any removed items are deleted from Monday.com.

Service classification

Before assigning codes, the system reads the names of the line items to flag important order details. This is done using simple keyword matching:

• Rush: Flags as Rush if the order contains "same day rush" or "cp-rush". Flags as AMRush for "morning rush". Otherwise, it defaults to Standard.

• Measurement: Flags as Yes if the order contains "measurement" or "inspection".

• Amenities: Flags as Yes if the order contains "amenit".

• Appraisal, Matterport, Travel: Flags accordingly if these exact words appear in the line items.

Title Codes and Swallow Rules

To keep order titles readable, the system translates verbose product names into concise Title Codes. For example, "Drone Videography Neighborhood Amenities" becomes DVA.

What are Swallow Rules?

For example, the Essentials (ES) package automatically includes Measurement (M), Photography (P), MLS Data (MLS), and a Marketing Kit (MK). If the system sees ES, it will swallow M, P, MLS, and MK so they don't appear separately in the final title.

Common Swallow Rules

Stock Amenity detection

The system specifically looks for "Stock Neighborhood Amenities" to ensure they are routed correctly. An item is flagged as a Stock Amenity if it meets any of the following criteria:

1. Product ID Match: Matches known stock IDs (e.g., 245474, 314325).

2. Exact Name Match: Named exactly "neighborhood amenity photos sk" or "drone neighborhood amenity photos sk".

3. Keyword Match: Contains the word "stock" alongside either "amenit" or "neighborhood".

When detected, the Neighborhood Amenity (NA) status is automatically set to Stock.