Technology Roadmap¶
High-Level Delivery Roadmap — Insurance Compliance MVP
Legend¶
| Symbol | Meaning |
|---|---|
 |
Done |
 |
In Progress |
 |
At Risk / Warning |
 |
Backlog |
Sprint 01 & 02¶
Theme: System Setup & Foundations Version Deadline: Demo 01 — End of Sprint 02
| Module | Status |
|---|---|
| Setup Git / DevOps Environments | Backlog |
| System Architecture Diagram | Backlog |
| Database Models (Projects, Users, Policies, Templates) | Backlog |
| API Setup (Base CRUD: Projects, Parties, Templates) | Backlog |
| Admin Login + Session Handling (US101, US103) | Backlog |
| Project Creation (US201) | Backlog |
| Add Broker/Sub UI (US202) | Backlog |
| Assign Template to Project (US203) | Backlog |
Sprint 03 & 04¶
Theme: Requirements Engine & COI Intake Version Deadline: Demo 02 — End of Sprint 04
| Module | Status |
|---|---|
| Insurance Template Builder (US301) | Backlog |
| Requirement Rule Engine — Base Logic (US601–US603) | Backlog |
| Secure Upload Flow (Broker + Sub) | Backlog |
| File Storage + Metadata Extraction | Backlog |
| Assign Submission Deadlines (US204) | Backlog |
| Dashboard V1 (US901 + US902) | Backlog |
| Expiration Tracking Logic (US801) | Backlog |
Sprint 05 & 06¶
Theme: Automation & Feedback Loop Version Deadline: Demo 03 — End of Sprint 06
| Module | Status |
|---|---|
| Rule Checks: Wording, Endorsements | Backlog |
| Generate Human-Readable Deficiency Summary (US604) | Backlog |
| Email Reminders: Document Missing / Fails (US803) | Backlog |
| Expired Policy Flagging (US804) | Backlog |
| Manual Override of Document Status | Backlog |
| Basic Audit Log for Document Events | Backlog |
Sprint 07 & 08¶
Theme: Risk Surfacing & Renewal Engine Version Deadline: Demo 04 — End of Sprint 08
| Module | Status |
|---|---|
| Manual Risk Tagging (US701) | Backlog |
| Carrier Rating Engine (US702) | Backlog |
| Risk Summary in PM Dashboard (US703) | Backlog |
| Risk Audit History (US704) | Backlog |
| Reminder Scheduler (US802) | Backlog |
| Global Notification Config (US1003) | Backlog |
Sprint 09 & 10¶
Theme: Admin Panel, Mobilization Gate, Final Polishing Version Deadline: Demo 05 — End of Sprint 10
| Module | Status |
|---|---|
| Full Dashboard: Filtering, Flags, Views (US903) | Backlog |
| "Ready for Mobilization" Logic (US904) | Backlog |
| User Role Management (US1001) | Backlog |
| Global Template Management (US1002) | Backlog |
| Final QA + Regression Tests | Backlog |
| PRD & Technical Documentation Finalized | Backlog |
| Production Prep | Backlog |