Wealth Management & Estate Privacy: Sanitize Family Trusts & Form ADV Schedules for AI

import { PrivacyScrubberEngine } from '@privacyscrubber/sdk';

const engine = new PrivacyScrubberEngine({
  profile: 'Wealth & Asset Management',
  detectSecrets: true
});

const trustSummary = `FAMILY TRUST DRAFTING MEMORANDUM:
Grantor: Edward Montgomery (DOB: 1952-11-20). Trustee: Northern Trust Company.
Beneficiaries: Victoria Montgomery (Daughter) and Charles Montgomery (Son).
Trust Structure: Generation-Skipping Transfer Dynasty Trust (EIN: 91-8401928).
Asset Schedule: $28,000,000 marketable securities (Custody: Fidelity #8491-0294).
Commercial Real Estate: 40% equity interest in Montgomery Industrial Park LLC ($16,500,000 FMV).
Terms: Annual discretionary distributions for Health, Education, Maintenance, and Support (HEMS).`;

const { sanitizedText, tokenMap } = engine.sanitize(trustSummary);
console.log('Sanitized Trust Dossier for AI Analysis:\n', sanitizedText);

// Restore original family identities in generated estate tax summary
const rawAiPlan = 'The recommended GST tax allocation strategy for [NAME_1] minimizes estate tax exposure on the $28,000,000 portfolio.';
const finalEstateMemo = engine.restore(rawAiPlan, tokenMap);