Objective

Apply user feedback on the Outlook/Gmail-like category names: remove security from the finance label, replace confusing case wording, split receipts and renewals, and replace vague low-priority wording.

Final Names

• Finance
• Case Updates
• Receipts
• Renewals
• Auto Cleared

Changes Applied

• Replaced Finance and Security with Finance.
• Replaced Case Watch with Case Updates.
• Replaced Receipts and Renewals with separate Receipts and Renewals categories. Current EOB rule uses Receipts.
• Replaced Low Priority with Auto Cleared.
• Replaced Low Priority Senders to Clutter with Auto Cleared Senders to Clutter.
• Tightened message logic so generic security alerts do not inherit Finance unless they also match money/card/payment/billing signals.

Verification

• py_compile exited 0 for /Users/samaguiar/.codex/automations/outlook-owner-triage/apply_gmail_like_outlook_config.py.
• Final dry-run reported no missing categories, no pending rule migrations, Auto Cleared Senders to Clutter already configured, and no obsolete category cleanup remaining.
• Live Graph readback showed no unwanted master categories, no rule assignments using unwanted names, Auto Cleared Senders to Clutter enabled with hasError=false, and old Low Priority Senders to Clutter absent.
• Spot checks: Amex card alerts are Finance + Needs Review; ADP phone verification is Needs Review only; UPS/NTSB thread is Case Updates + Needs Review.