{ "generatedDate": "2026-07-01", "portfolio": "WHPS AI portfolio", "summary": { "totalInitiatives": 16, "activeDelivery": 9, "decisionDependent": 4, "queued": 3, "liveOrOperational": 2 }, "initiatives": [ { "name": "AI Transformation & Platform Modernization", "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." }, { "name": "Broker / Agent Pathways", "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." }, { "name": "GroupLink Portal Modernization", "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." }, { "name": "CCAI Claims", "pmo": "PMO 3684", "domain": "Claims contact center", "status": "Risk: complexity", "health": "At risk", "description": "Priority 1 voice IVR for Claims Contact Center covering eligibility/benefits, claims status, and claims payment.", "currentUpdate": "BRD is in progress with daily meetings to clearly define requirements. Ops Portal API and data exchange review is the next control point.", "nextAction": "Review Ops Portal APIs and data exchange; testing follows. Target is Aug 2026.", "dependencyOrDecision": "Ops Portal APIs, data exchange, BRD clarity, testing readiness, and cross-team complexity." }, { "name": "SQL Talk for KP", "pmo": "PMO 3418", "domain": "Membership data access", "status": "Business UAT", "health": "On track", "description": "Conversational AI tool that allows internal teams to query Kaiser Permanente membership data using natural language.", "currentUpdate": "Currently in business user testing with production deployment targeted for July 1, 2026.", "nextAction": "Confirm July 1, 2026 production readiness, capture deployment decision, and update release evidence.", "dependencyOrDecision": "Business testing completion and deployment signoff." }, { "name": "ReconLink Platform Modernization", "pmo": "PMO 2764", "domain": "Reconciliation operations", "status": "UAT remediation", "health": "At risk", "description": "AI-powered reconciliation tool that detects discrepancies and generates actionable recommendations to reduce manual recon work for analysts.", "currentUpdate": "Two open UAT issues remain: EDI policy ID mismatch and verbose recommendation output flagged by Ops analysts. Round 2 business working session is continuing for signoff.", "nextAction": "Close UAT issues, validate recommendation tuning, and secure business signoff.", "dependencyOrDecision": "UAT defect resolution and business acceptance." }, { "name": "Recon Buddy", "pmo": "PMO 2762", "domain": "Recon inquiry assistant", "status": "Live phase 1", "health": "Mixed", "description": "AI chat assistant that answers member data and operational questions to reduce response time on routine inquiries without human intervention.", "currentUpdate": "Phase 1 has been live since Dec 2025. Phase 2 NERD Next integration accuracy improved from 35% to 42% across three test rounds.", "nextAction": "Resolve deeper content issues before expanding Phase 2 integration scope.", "dependencyOrDecision": "Knowledge content quality and answer accuracy." }, { "name": "CCAI Voice Assist - Benefits & Enrollment", "pmo": "PMO 2202", "domain": "Benefits and enrollment contact center", "status": "Release in progress", "health": "Active", "description": "AI-powered contact center capability for member calls across application status, payment, and policy inquiries.", "currentUpdate": "Spanish-language IVR release planned this week. Call recording vendor replacement is underway following the Verint rollback.", "nextAction": "Deploy Spanish call flows and stabilize the recording dependency for the next release path.", "dependencyOrDecision": "Spanish IVR release validation and call-recording vendor replacement." }, { "name": "CCAI Agent Assist ET Log Creation", "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." }, { "name": "Contact Center VOC QA AI Agent", "pmo": "PMO 3636/3938", "domain": "Quality automation", "status": "Discovery", "health": "Active decision", "description": "Priority 2 AI-assisted call quality scoring for Voice IVR and agents, aligned to scoring worksheets and procedures for 100% call audits.", "currentUpdate": "Design discussions have started with the AI team and business SME. Phase 1 focuses on CCAI Voice IVR checklist guidelines; Phase 2 adds voice call with screen capture.", "nextAction": "Finalize phased design, confirm business SME participation, and define quality-scoring evidence approach. Target is Sep 2026.", "dependencyOrDecision": "Business SME, quality worksheet alignment, screen capture approach, and scoring evidence model." }, { "name": "CCAI Transcription Audit Automation", "pmo": "PMO 3636", "domain": "Transcription QA", "status": "On hold", "health": "Held", "description": "AI-assisted automation of call transcription auditing for quality assurance across the contact center.", "currentUpdate": "Cost-benefit analysis is complete and ready for leadership review.", "nextAction": "Leadership decision required to proceed or formally defer.", "dependencyOrDecision": "Proceed/defer decision." }, { "name": "MHC IVR Billing & Enrollment Migration", "pmo": "PMO 3912", "domain": "IVR modernization", "status": "Queued", "health": "Queued", "description": "Migration of MHC Billing and Enrollment IVR call flows into the CCAI platform to consolidate and modernize the voice experience.", "currentUpdate": "Queued for prioritization following Claims MHC delivery.", "nextAction": "Prioritize after Claims MHC delivery sequence is confirmed.", "dependencyOrDecision": "Claims MHC delivery completion." }, { "name": "CCAI - Group/Benefits & Enrollment", "pmo": "PMO 4014", "domain": "Group platform voice AI", "status": "Risk: timeline / integration", "health": "Blocked", "description": "Priority 4 voice assist AI agent for current/future Group platform covering eligibility, enrollment, tier structure, updates, billing, payments, and renewals.", "currentUpdate": "SME and BA need to be aligned. New platform integration needs clarity, including who owns the GroupLink-facing SME role.", "nextAction": "Clarify platform integration, align SME and BA ownership, and determine cost/benefit on 4 FTE headcount.", "dependencyOrDecision": "Platform path, GroupLink integration, SME designation, BA designation, and 4 FTE cost/benefit." }, { "name": "Self-Service / BPaaS Call Center", "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." }, { "name": "Contact Center AI Phase 3", "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." }, { "name": "AI Seed Image-to-Text Converter", "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." } ] }