{"schemaVersion":1,"generatedDate":"2026-08-05","portfolio":"WHPS AI portfolio","summary":{"totalInitiatives":22,"activeDelivery":11,"decisionDependent":2,"queued":8,"liveOrOperational":2},"initiatives":[{"id":"ai-transformation-platform-modernization","name":"AI Transformation & Platform Modernization","statusAsOf":"2026-07-01","pmo":"Program","domain":"Enterprise modernization strategy","status":"AWS proposal pending","health":"Active decision","description":"Overall AI transformation and modernization lane covering mainframe, platform modernization, AI SDLC, delivery operating model, and target-state architecture.","currentUpdate":"AWS proposal preview was reviewed June 24, 2026. Formal proposal remains the next decision input to confirm modernization approach, sequencing, staffing model, and delivery economics.","nextAction":"Use the strategy slides to align on transformation approach, modernization factory pattern, AI SDLC delivery model, and decision path once the formal AWS proposal is received.","dependencyOrDecision":"Formal AWS proposal, modernization sequencing, funding model, target operating model, and executive decision path.","boardSummary":"AWS proposal preview reviewed June 24; the formal proposal is the next decision input for approach, sequencing, and economics."},{"id":"broker-agent-pathways","name":"Broker / Agent Pathways","statusAsOf":"2026-07-01","pmo":"ACA / EDE","domain":"ACA platform and regulated enrollment","status":"Demo / evidence ready","health":"Active","description":"Broker and agent pathway capability covering regulated ACA enrollment, security architecture, CMS/EDE evidence, traceability, and demo walkthrough.","currentUpdate":"Broker and agent pathway demo, security architecture, CMS/EDE evidence walkthrough, traceability, investment estimate, and documentation are available for the July 1 run-down.","nextAction":"Use as the regulated delivery proof point: access, enrollment workflow, evidence, security posture, and auditor-ready operating model.","dependencyOrDecision":"Demo sequencing, evidence walkthrough, naming alignment, and product ownership path.","boardSummary":"Demo, security architecture, CMS/EDE evidence walkthrough, and traceability ready as the regulated delivery proof point."},{"id":"grouplink-portal-modernization","name":"GroupLink Portal Modernization","statusAsOf":"2026-07-01","pmo":"Group Platform","domain":"Group administration modernization","status":"Modernization proof","health":"Active","description":"Modern GroupLink experience demonstrating guided workflows, data/service modernization, reusable components, and platform modernization beyond UI refresh.","currentUpdate":"Modern GroupLink experience demonstrates the pattern for moving beyond UI refresh into guided workflows, data/service modernization, and reusable platform components.","nextAction":"Position as a dual-track modernization lane: improve the front-end experience while moving database, service, and integration components forward.","dependencyOrDecision":"Group platform target architecture, backend/service modernization path, and phase-one scope.","boardSummary":"Dual-track lane: modern guided experience in front, database / service / integration modernization behind it."},{"id":"ccai-claims","name":"CCAI Claims","statusAsOf":"2026-08-05","pmo":"PMO 3684","domain":"Claims contact center","status":"Product readiness end of August","health":"At risk","description":"Priority 1 voice IVR for Claims Contact Center covering eligibility/benefits, claims status, and claims payment.","currentUpdate":"Product readiness remains scheduled for end of August 2026. Client and customer approvals begin once Operations testing delivers round 1 results, and those approvals are currently forecast to exceed four weeks. Integration with the current MHC and KP IVRs is under review to bring AI into the upfront menus.","nextAction":"Complete Operations testing round 1, then open the client and customer approval cycle against the four-week forecast.","dependencyOrDecision":"Client and customer approval duration; MHC and KP IVR upfront-menu integration review.","boardSummary":"Readiness holds for end of August; the approval cycle is forecast to exceed four weeks and is the schedule risk."},{"id":"sql-talk-for-kp","name":"SQL Talk for KP","statusAsOf":"2026-08-05","pmo":"PMO 3418","domain":"Membership data access","status":"Testing — target release September 2026","health":"On track","description":"Conversational AI tool that allows internal teams to query Kaiser Permanente membership data using natural language.","currentUpdate":"Currently in testing, with gaps identified by the business under remediation. Target release September 2026.","nextAction":"Close the gaps raised in business testing and confirm the September 2026 release.","dependencyOrDecision":"Business testing sign-off on the identified reporting gaps.","boardSummary":"In business testing with identified gaps being closed; release targeted for September 2026."},{"id":"reconlink-platform-modernization","name":"ReconLink Platform Modernization","statusAsOf":"2026-08-05","pmo":"PMO 2764","domain":"Reconciliation operations","status":"RPM testing underway","health":"Active","description":"AI-powered reconciliation tool that detects discrepancies and generates actionable recommendations to reduce manual recon work for analysts.","currentUpdate":"Recon Platform Modernization is in progress and testing is underway. Weekly meetings are scheduled with Operations to provide feedback tuning the model. Release date is tentative and depends on testing timeframes.","nextAction":"Continue the weekly Operations tuning loop and confirm a release date once testing timeframes are known.","dependencyOrDecision":"Testing timeframes govern the release date; Operations feedback tunes the model.","boardSummary":"Recon Platform Modernization in testing, with a weekly Operations feedback loop tuning the model."},{"id":"recon-buddy","name":"Recon Buddy","statusAsOf":"2026-08-05","pmo":"PMO 2762","domain":"Recon inquiry assistant","status":"Phase 2 in progress","health":"Active","description":"AI chat assistant that answers member data and operational questions to reduce response time on routine inquiries without human intervention.","currentUpdate":"Phase 2 is in progress to incorporate the NERD help system. Testing, feedback, and defect correction are in progress. Release date is tentative and depends on testing timeframes.","nextAction":"Complete phase 2 testing and defect correction, then confirm a release date.","dependencyOrDecision":"Testing timeframes govern the phase 2 release date.","boardSummary":"Phase 1 live; phase 2 in testing and defect correction with a tentative release date."},{"id":"ccai-voice-assist-benefits-enrollment","name":"CCAI Voice Assist - Benefits & Enrollment","statusAsOf":"2026-08-05","pmo":"PMO 2202","domain":"Benefits and enrollment contact center","status":"Platform decision pending","health":"Active decision","description":"AI-powered contact center capability for member calls across application status, payment, and policy inquiries.","currentUpdate":"Finalization of this PMO depends on the Cisco WebEx and AWS call centre platform discussions to modernize AI capabilities.","nextAction":"Conclude the call centre platform direction so the PMO scope can be finalized.","dependencyOrDecision":"Cisco WebEx or AWS call centre platform selection.","boardSummary":"Held pending the Cisco WebEx / AWS call centre platform decision."},{"id":"ccai-agent-assist-et-log-creation","name":"CCAI Agent Assist ET Log Creation","statusAsOf":"2026-07-01","pmo":"PMO 2022","domain":"After-call work automation","status":"Risk: Verint dependency","health":"At risk","description":"Priority 3 capability using agent/member voice transcripts to create ET logs and reduce after-call work by 30 seconds.","currentUpdate":"Design discussions are underway. Current risks include complexity, Verint system dependency, 48-hour KPI to post ET logs to SLP for caller follow-up, and inability to guarantee 100% log creation.","nextAction":"Resolve Verint dependency, define control approach for the 48-hour KPI, and determine how exceptions will be routed when automated log creation is not reliable.","dependencyOrDecision":"Verint dependency, SLP posting SLA, log quality controls, and exception workflow.","boardSummary":"Design underway; Verint dependency, the 48-hour posting KPI, and log-quality controls are the named risks."},{"id":"contact-center-voc-qa-ai-agent","name":"Contact Center VOC QA AI Agent","statusAsOf":"2026-08-05","pmo":"PMO 3636/3938","domain":"Quality automation","status":"Discovery — target October 2026","health":"Active","description":"Priority 2 AI-assisted call quality scoring for Voice IVR and agents, aligned to scoring worksheets and procedures for 100% call audits.","currentUpdate":"Impact to VOC and current processes is under review. Documentation has been provided to VOC and discovery sessions are underway. Target delivery October 2026.","nextAction":"Complete VOC discovery sessions and confirm process impact ahead of the October 2026 phase target.","dependencyOrDecision":"VOC process impact assessment and discovery outcome.","boardSummary":"Discovery underway with VOC; phase delivery targeted for October 2026."},{"id":"ccai-transcription-audit-automation","name":"CCAI Transcription Audit Automation","statusAsOf":"2026-08-05","pmo":"PMO 3636","domain":"Transcription QA","status":"Discovery — target October 2026","health":"Active","description":"AI-assisted automation of call transcription auditing for quality assurance across the contact center.","currentUpdate":"Impact to VOC and current processes is under review. Documentation has been provided to VOC and discovery sessions are underway. Target delivery October 2026.","nextAction":"Complete VOC discovery sessions and confirm process impact ahead of the October 2026 phase target.","dependencyOrDecision":"VOC process impact assessment and discovery outcome.","boardSummary":"Off hold and into discovery with VOC; phase delivery targeted for October 2026."},{"id":"mhc-ivr-billing-enrollment-migration","name":"MHC IVR Billing & Enrollment Migration","statusAsOf":"2026-08-05","pmo":"PMO 3912","domain":"IVR modernization","status":"Awaiting CCAI Claims finalization","health":"Queued","description":"Migration of MHC Billing and Enrollment IVR call flows into the CCAI platform to consolidate and modernize the voice experience.","currentUpdate":"Awaiting CCAI Claims finalization to determine the implementation plan, and awaiting Operations review and approval of the way forward in the complex MHC IVR.","nextAction":"Take the Operations review and approval of the MHC IVR way forward once CCAI Claims finalizes.","dependencyOrDecision":"CCAI Claims finalization; Operations approval of the MHC IVR approach.","boardSummary":"Sequenced behind CCAI Claims finalization and an Operations decision on the MHC IVR way forward."},{"id":"ccai-group-benefits-enrollment","name":"CCAI - Group/Benefits & Enrollment","statusAsOf":"2026-08-05","pmo":"PMO 4014","domain":"Group platform voice AI","status":"Awaiting discovery — priority 4","health":"Queued","description":"Priority 4 voice assist AI agent for current/future Group platform covering eligibility, enrollment, tier structure, updates, billing, payments, and renewals.","currentUpdate":"Awaiting discovery. Currently priority 4 with no target date. Recorded as a duplicate of the Group and legacy carrier CCAI workstream pending a consolidation decision.","nextAction":"Resolve the duplicate-PMO overlap with the Group and legacy carrier CCAI workstream, then schedule discovery.","dependencyOrDecision":"Duplicate-PMO consolidation decision and discovery scheduling.","boardSummary":"Awaiting discovery at priority 4; no target date, and a duplicate-PMO consolidation decision is outstanding."},{"id":"self-service-bpaas-call-center","name":"Self-Service / BPaaS Call Center","statusAsOf":"2026-07-01","pmo":"Individual and Group","domain":"Future-state contact center strategy","status":"Yet to start","health":"Queued","description":"Discovery with Strategy Office for WHPS and research into future web-based contact center model via Cisco.","currentUpdate":"Future-state direction and use cases are being documented for a POC using internal and external sources.","nextAction":"Define the POC scope, target operating model, and how web-based contact center capabilities connect to WHPS-owned service orchestration.","dependencyOrDecision":"Strategy Office direction, Cisco/web contact center design, POC use cases, and operating model.","boardSummary":"Future-state direction and POC use cases in documentation with the Strategy Office."},{"id":"contact-center-ai-phase-3","name":"Contact Center AI Phase 3","statusAsOf":"2026-07-01","pmo":"Phase 3","domain":"Service intelligence expansion","status":"Yet to start","health":"Queued","description":"Analytics and reporting, sentiment analysis, and additional agent-assist features for predictive help systems.","currentUpdate":"Strategic design discussions need to be held on platform changes required to support these functions.","nextAction":"Define the platform changes needed for analytics, sentiment, reporting, predictive assist, data capture, model evaluation, and dashboarding.","dependencyOrDecision":"Platform design, data capture, consent/retention model, analytics architecture, and reporting ownership.","boardSummary":"Analytics, sentiment, and predictive assist — platform design discussions to be scheduled."},{"id":"ai-seed-image-to-text-converter","name":"AI Seed Image-to-Text Converter","statusAsOf":"2026-07-01","pmo":"PMO 3013","domain":"Document processing","status":"Operational","health":"Complete","description":"AI tool that converts seed-data images to structured text and reduces manual data entry for document processing workflows.","currentUpdate":"Completed and operational, with bugs resolved as reported by the business.","nextAction":"Continue production support and defect remediation as needed.","dependencyOrDecision":"Ongoing production support.","boardSummary":"Operational; production support and defect remediation continue as reported by the business."},{"id":"call-analytics","statusAsOf":"2026-08-05","name":"Call Analytics","pmo":"PMO pending","domain":"Contact centre analytics","status":"Awaiting business case","health":"Queued","description":"Call analytics capability across the contact centre estate. Formed part of the original Contact Center AI plan in 2024; platform limitations constrained development and the scope now needs to be re-established.","currentUpdate":"Awaiting a business case and PMO creation before it can move. This was part of the original CCAI plan in 2024, but limitations constrained development, so scope and requirements need to be reviewed again.","boardSummary":"Carried from the 2024 CCAI plan; needs a business case and a PMO number before it can move.","nextAction":"Produce the business case and raise a PMO so scope and requirements can be re-established.","dependencyOrDecision":"Business case approval and PMO creation."},{"id":"repeat-caller-indicator-in-agent-screen-pop","statusAsOf":"2026-08-05","name":"Repeat Caller Indicator in Agent Screen Pop","pmo":"PMO 4013","domain":"Contact centre agent experience","status":"Scope updated by Operations","health":"Active","description":"Identifies a repeat caller to the agent at the point of screen pop so the agent has immediate context on the interaction history.","currentUpdate":"Operations has decided to update the scope of this PMO to show a repeat-caller indicator rather than placing the information in the Finesse screen pop.","boardSummary":"Scope reset by Operations to a repeat-caller indicator instead of Finesse screen-pop content.","nextAction":"Reflect the revised indicator scope in the delivery plan and confirm the build approach.","dependencyOrDecision":"Operations scope decision is recorded; delivery approach to follow."},{"id":"ccai-for-group-and-legacy-carriers","statusAsOf":"2026-08-05","name":"CCAI for Group and Legacy Carriers","pmo":"PMO 3953","domain":"Group and legacy carrier platforms","status":"Discovery required","health":"Queued","description":"Implements Contact Center AI for legacy and Group carriers, intended to mitigate the share of call volume still served by legacy systems. Future GroupLink consideration.","currentUpdate":"Implementation for interaction with the portals and the updated GroupLink needs discovery sessions to fully understand the integration. Recorded as a duplicate of the Group and legacy carrier IVR workstream pending a consolidation decision.","boardSummary":"Needs discovery on portal and GroupLink integration; a duplicate-PMO consolidation decision is outstanding.","nextAction":"Run discovery on portal and GroupLink integration, and resolve the duplicate-PMO overlap.","dependencyOrDecision":"Duplicate-PMO consolidation decision; GroupLink and portal integration discovery."},{"id":"err-cancel-frd-ai","statusAsOf":"2026-08-05","name":"ERR CANCEL FRD AI","pmo":"PMO 3977","domain":"Operational efficiency","status":"Discovery — tentative November 2026","health":"Active","description":"Operational initiative to create efficiency in the CMS codes received in quadrant 1, reducing manual offshore handling.","currentUpdate":"Operational PMO to create efficiency in the CMS codes received in quadrant 1 and relieve manual offshore work. Discovery and documentation are underway; target delivery is tentative for November 2026.","boardSummary":"Discovery and documentation underway to cut manual offshore handling of quadrant 1 CMS codes; November 2026 target is tentative.","nextAction":"Complete discovery and documentation, then firm up the November 2026 delivery target.","dependencyOrDecision":"Discovery outcome determines whether the tentative November 2026 target holds."},{"id":"hics-classification","statusAsOf":"2026-08-05","name":"HICS Classification","pmo":"PMO 2765","domain":"Reconciliation and classification","status":"Awaiting RPM","health":"Queued","description":"Classification capability within the reconciliation estate, sequenced behind Recon Platform Modernization.","currentUpdate":"Awaiting Recon Platform Modernization. No new update this cycle.","boardSummary":"Sequenced behind Recon Platform Modernization; no movement this cycle.","nextAction":"Revisit once Recon Platform Modernization reaches a release position.","dependencyOrDecision":"Recon Platform Modernization progress."},{"id":"ernr","statusAsOf":"2026-08-05","name":"ERnR","pmo":"PMO 2908","domain":"Reconciliation and classification","status":"Awaiting RPM","health":"Queued","description":"Reconciliation workstream sequenced behind Recon Platform Modernization.","currentUpdate":"Awaiting Recon Platform Modernization. No new update this cycle.","boardSummary":"Sequenced behind Recon Platform Modernization; no movement this cycle.","nextAction":"Revisit once Recon Platform Modernization reaches a release position.","dependencyOrDecision":"Recon Platform Modernization progress."}]}