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Platform Development Focus & Priorities

Version: 1.0.0 Last Updated: 2025-10-01 Owner: Executive Leadership & Product Team Classification: Internal

Purpose

This document defines the current strategic priorities, constraints, and focus areas for the CORTX Platform development. It serves as a guidepost for AI-assisted development, ensuring that all code generation and architectural decisions align with business objectives and resource constraints.

Current Phase: Phase 2 (Q4 2025 - Q2 2026)

Phase Overview

Status: Active Development Timeline: October 2025 - June 2026 Primary Goal: Achieve production readiness for multi-tenant SaaS platform with FedRAMP/HIPAA compliance

Key Milestones: - Q4 2025: AI model expansion, BPM Designer RAG enhancements - Q1 2026: HIPAA 3rd party audit completion, CorpSuite PropVerify production - Q2 2026: Pack Marketplace MVP, SOC 2 Type II audit

Strategic Priorities (Ranked)

1. Compliance & Security (CRITICAL)

Priority Level: P0 Rationale: Required for enterprise sales and government contracts

Focus Areas: - Complete HIPAA 3rd party audit (Q1 2026 deadline) - Achieve 175/325 NIST 800-53 controls (Phase I FedRAMP) - SOC 2 Type II readiness (audit scheduled Q2 2026) - Continuous compliance monitoring automation

Active Work: - Implementing remaining HIPAA safeguards (SI-3, SI-4, SI-7) - Penetration testing preparation (scheduled Q1 2026) - Evidence collection automation for compliance reports - Audit trail immutability verification

Constraints: - No shortcuts on security controls - All compliance work must be documented - Evidence collection is mandatory for every control - Security changes require architecture review

AI Development Guidance: - Always implement audit logging for critical operations - Include compliance tags in all generated code - Follow NIST 800-53 control requirements - Generate evidence artifacts automatically

2. Platform Stability & Performance (HIGH)

Priority Level: P1 Rationale: Production reliability is essential for customer trust

Focus Areas: - Achieve 99.9% uptime SLA - Reduce API latency (p99 <500ms target) - Improve test coverage from 78% to >85% - Eliminate critical bugs in production

Active Work: - Load testing for high-volume workflows (1M+ records) - Database query optimization (indexing, connection pooling) - Circuit breaker implementation for external services - Comprehensive error handling and recovery

Constraints: - No breaking API changes without migration path - All changes require backwards compatibility - Performance regression tests required - Monitoring dashboards must be updated

AI Development Guidance: - Generate performance tests for high-volume operations - Include proper error handling and retries - Use async/await for I/O-bound operations - Implement connection pooling and caching

3. AI Model Expansion (HIGH)

Priority Level: P1 Rationale: Multi-model support reduces vendor lock-in and improves quality

Focus Areas: - Integrate Claude 3.5 Sonnet for code generation - Add GPT-4 Turbo for complex reasoning - Implement AWS Bedrock for enterprise customers - Enhance RAG with compliance knowledge base

Active Work: - Model router implementation (cost/latency/compliance optimization) - PII redaction before all LLM calls - RAG vector store updates with Treasury/HIPAA documents - Prompt template management system

Constraints: - PII must be redacted before LLM processing - Model costs must be tracked per tenant - Fallback models required for high availability - Compliance approval needed for new models

AI Development Guidance: - Abstract model selection behind router interface - Implement graceful degradation if primary model fails - Log all LLM calls with prompt hashes - Cache common responses to reduce costs

4. Pack Marketplace Development (MEDIUM)

Priority Level: P2 Rationale: Ecosystem growth drives network effects and revenue

Focus Areas: - Launch Pack Marketplace MVP (Q2 2026) - Implement certification process (3 tiers: Official, Certified, Community) - Define revenue model (70/30 split for certified packs) - Build discovery and recommendation engine

Active Work: - Pack versioning and dependency management - Certification workflow (review → compliance → testing → approval) - Marketplace UI/UX design - Revenue tracking and payout automation

Constraints: - Official packs must be free (government funded) - Certification requires thorough testing - No breaking changes to pack schemas - License compatibility verification required

AI Development Guidance: - Generate pack templates for common use cases - Create validation tools for pack authoring - Build recommendation system based on tenant context - Automate certification test generation

5. CorpSuite Production Readiness (MEDIUM)

Priority Level: P2 Rationale: Diversify revenue beyond federal customers

Focus Areas: - PropVerify title verification production launch - Maryland SDAT integration (AUP compliance) - Greenlight opportunity analysis module - InvestMait investment tracking

Active Work: - SDAT data licensing and access controls - Human-in-the-loop approval for sensitive data - PropVerify UI/UX refinement - Performance optimization for bulk property searches

Constraints: - SDAT AUP restrictions (no automated scraping) - Human verification required for critical decisions - Rate limiting to respect SDAT terms - Privacy controls for property owner data

AI Development Guidance: - Implement SDAT API integration with rate limiting - Generate approval workflows for sensitive operations - Create property validation RulePacks - Build AI-assisted property analysis tools

6. Cross-Suite Orchestration (MEDIUM)

Priority Level: P2 Rationale: Enable complex workflows spanning multiple suites

Focus Areas: - Implement saga pattern for distributed transactions - Event-driven architecture (Redis → Kafka migration) - Cross-suite data sharing with tenant isolation - Workflow orchestration improvements

Active Work: - Saga coordinator service design - Event schema registry - Compensation logic for failed transactions - Cross-suite integration testing

Constraints: - Maintain tenant isolation across suites - Ensure ACID properties for critical workflows - No tight coupling between suites - Event versioning for backwards compatibility

AI Development Guidance: - Generate saga workflows with compensation logic - Implement event handlers with idempotency - Create cross-suite integration tests - Build workflow visualization tools

Current Constraints

Technical Constraints

Infrastructure: - GCP Cloud Run is primary deployment target - PostgreSQL for persistence (Supabase managed) - Redis for event bus (planned Kafka migration in Phase 3) - Cloud Storage for artifacts - Terraform for all infrastructure changes

Technology Stack: - Python 3.11+ for backend services (FastAPI) - TypeScript/Next.js 14 for frontend - Node 20+ for TypeScript projects - pnpm for package management

Compliance Requirements: - FedRAMP Phase I (175 controls) by Q4 2026 - HIPAA audit Q1 2026 - SOC 2 Type II audit Q2 2026 - NIST 800-53 Rev 5 continuous compliance

Resource Constraints

Team Size: - 3 full-time engineers - 1 compliance officer (part-time) - 1 product manager (part-time) - AI-assisted development for velocity

Budget: - Cloud spend limit: $5k/month - AI model costs: $1k/month - Third-party audits: $50k budgeted - Infrastructure as priority investment

Time Constraints: - HIPAA audit deadline: Q1 2026 (non-negotiable) - SOC 2 audit: Q2 2026 (scheduled) - FedRAMP ATO target: Q4 2026 (aggressive)

Business Constraints

Customer Commitments: - FedSuite production uptime: 99.9% - GTAS reconciliation accuracy: 100% - Support SLA: 4-hour response for P1 issues

Regulatory Requirements: - No PII in LLM training data - 7-year audit log retention - Right to deletion (GDPR compliance) - Data residency (US-only for government)

Areas to Avoid (De-Prioritized)

1. International Expansion

Status: Phase 4 (2027+) Reason: Focus on US market, regulatory complexity

Do Not: - Build multi-language support - Implement GDPR-specific features beyond basics - Create region-specific compliance packs - Plan for international data residency

2. Mobile Applications

Status: Not on roadmap Reason: Web-first approach, limited resources

Do Not: - Create native iOS/Android apps - Build mobile-specific APIs - Optimize for mobile UI/UX - Invest in mobile testing infrastructure

3. On-Premises Deployment

Status: Phase 4 (2027+), enterprise-only Reason: SaaS-first model, complexity

Do Not: - Build on-prem installation tools - Create air-gapped deployment options - Support legacy infrastructure - Invest in on-prem documentation (yet)

4. Advanced AI Features

Status: Phase 3+ Reason: Core capabilities first

Do Not: - Fine-tune custom LLMs - Build AI model training pipelines - Implement reinforcement learning - Create AI explainability dashboards (advanced)

5. Blockchain/Distributed Ledger

Status: Research phase only Reason: Regulatory uncertainty, complexity

Do Not: - Implement blockchain audit trails - Create cryptocurrency payment options - Build distributed consensus mechanisms - Invest in blockchain infrastructure

Decision-Making Framework

When prioritizing new features or technical debt:

High Priority (Do Now)

  • Critical security vulnerabilities
  • Compliance blockers (HIPAA, FedRAMP, SOC 2)
  • Production outages or data loss risks
  • Customer-impacting bugs (P0/P1)

Medium Priority (Schedule)

  • Performance improvements with measurable impact
  • Technical debt reducing development velocity
  • Features with committed customer contracts
  • Scalability improvements for known limits

Low Priority (Backlog)

  • Nice-to-have features without customer demand
  • Speculative optimizations
  • Aesthetic improvements without UX impact
  • Experimental technologies without clear ROI

Defer (Not Now)

  • International expansion features
  • Mobile applications
  • On-premises deployment (non-enterprise)
  • Unproven AI techniques

Quality Gates

All code (AI-generated or human-written) must meet:

Pre-Commit

  • [ ] Linting passes (ruff for Python, eslint for TypeScript)
  • [ ] Type checking passes (mypy, TypeScript strict)
  • [ ] Unit tests written for new code
  • [ ] Test coverage >80% for modified files

Pre-Merge

  • [ ] All tests pass in CI/CD
  • [ ] Code review approved by human developer
  • [ ] Security scan passes (Snyk, Trivy)
  • [ ] OpenAPI documentation updated (if API changes)
  • [ ] No new critical or high-severity vulnerabilities

Pre-Deploy

  • [ ] Integration tests pass
  • [ ] Load testing completed (for high-volume features)
  • [ ] Monitoring dashboards updated
  • [ ] Runbook updated for ops team
  • [ ] Feature flags configured (if applicable)
  • [ ] Rollback plan documented

Communication Channels

Daily Standup (Async)

  • When: 9 AM ET daily
  • Where: Slack #platform-daily
  • Format: What I did, what I'm doing, blockers

Weekly Planning

  • When: Monday 10 AM ET
  • Where: Google Meet
  • Format: Review priorities, assign work, address blockers

Sprint Retrospective

  • When: Every 2 weeks (Friday)
  • Where: Google Meet
  • Format: What went well, what to improve, action items

Architecture Review

  • When: As needed (scheduled ad-hoc)
  • Where: Google Meet + ADR documentation
  • Format: Present proposal, discuss tradeoffs, document decision

Success Metrics (Q4 2025 - Q2 2026)

Compliance

  • [ ] HIPAA audit completed with no major findings (Q1 2026)
  • [ ] 175/325 NIST 800-53 controls implemented and evidenced
  • [ ] SOC 2 Type II audit initiated (Q2 2026)
  • [ ] Zero compliance-related security incidents

Performance

  • [ ] 99.9% uptime (monthly)
  • [ ] API p99 latency <500ms
  • [ ] Pack execution: 1M records in <30 seconds
  • [ ] Test coverage >85%

Product

  • [ ] Pack Marketplace MVP launched (Q2 2026)
  • [ ] 3+ AI models integrated (Gemini, Claude, GPT-4)
  • [ ] CorpSuite PropVerify in production
  • [ ] 50+ certified RulePacks/WorkflowPacks

Business

  • [ ] 50 total tenants (up from 12)
  • [ ] 75% customer retention rate
  • [ ] 4-hour P1 support SLA maintained
  • [ ] $500k ARR (annual recurring revenue)

Quarterly Review Process

Schedule: Last week of each quarter Participants: Executive team, product manager, tech lead Agenda: 1. Review progress against success metrics 2. Assess strategic priorities (re-rank if needed) 3. Identify new constraints or blockers 4. Update focus areas for next quarter 5. Document decisions in this file

Next Review: December 30, 2025

How AI Agents Should Use This Document

Before Generating Code

  1. Check if the feature aligns with current priorities (1-6)
  2. Verify it doesn't conflict with constraints
  3. Ensure it's not in the "avoid" list
  4. Confirm compliance requirements are understood

During Development

  1. Reference success metrics for quality targets
  2. Apply appropriate quality gates
  3. Consider resource constraints (cost, time, team)
  4. Follow decision-making framework for tradeoffs

When Uncertain

  1. Propose solution with rationale
  2. Highlight potential conflicts with priorities
  3. Suggest alternatives if constraints violated
  4. Request human review for strategic decisions

Document Maintenance

Update Frequency: Monthly or when priorities shift Owner: Product Manager + Tech Lead Review: All engineers + stakeholders

Change Log: - 2025-10-01: Initial version for Phase 2 - (Future updates will be logged here)

Contact

Questions about priorities: - Product Manager: product@sinergysolutions.ai - Tech Lead: tech-lead@sinergysolutions.ai

Propose priority changes: - Create GitHub issue with priority-change label - Include business justification and impact analysis - Tag product manager for review

Document Control - Version: 1.0.0 - Last Updated: 2025-10-01 - Next Review: 2025-11-01 - Approvers: Executive Leadership Team