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Main workflow function for privacy-supporting name matching. Implements two-stage processing: Stage 1 (unmasked matching in memory) and Stage 2 (privacy masking for outputs). Provides configuration-driven behavior for unmatched names.

Usage

safe_name_matching_workflow(
  transcript_file_path = NULL,
  roster_data = NULL,
  privacy_level = getOption("engager.privacy_level", "mask"),
  unmatched_names_action = getOption("engager.unmatched_names_action", "stop"),
  data_folder = NULL,
  section_names_lookup_file = "section_names_lookup.csv",
  write_lookup = FALSE
)

Arguments

transcript_file_path

Path to the transcript file to process

roster_data

Data frame containing roster information

privacy_level

Privacy level to apply. One of c("privacy_strict", "privacy_standard", "mask", "none"). Defaults to getOption("engager.privacy_level", "mask").

unmatched_names_action

Action to take for unmatched names. One of c("stop", "warn"). Defaults to getOption("engager.unmatched_names_action", "stop").

data_folder

Directory containing data files

section_names_lookup_file

Name of the section names lookup file

write_lookup

Logical; whether the unmatched-name flow may write a lookup template to the explicitly selected data_folder.

Value

Processed transcript data with privacy-aware name matching applied