Select an initiative to review its outcome, next move, dependency, and evidence boundary.
WHPS AI Transformation · August 2026
The transformation is operating across products, platforms, and member service.
The current portfolio spans regulated enrollment, contact-center operations, reconciliation, and platform modernization. This is where value is operating, where delivery is moving, and where a leadership decision controls the next step.
- 22 Initiatives in the transformation portfolio Member service · regulated delivery · modernization · operations
- 2 Live or operational Operating capability with support still attached
- 11 Active delivery Build, testing, remediation, or implementation moving now
- 2 Decision-dependent Modernization direction and contact-center platform choice
- 8 Queued Sequenced work kept visible without being called active
Position as of August 5, 2026. Categories overlap and do not sum to the total.
Executive portfolio view
What has landed. What is moving. What leadership must unlock.
Delivery, risk, and named decisions show where leadership intervention changes the outcome. Initiative detail carries the accountable next move and dependency.
Loading the latest reviewed portfolio position.
Loading the current portfolio position.
Loading named initiative actions.
Statuses are dated. Categories overlap; selection does not imply priority or completion.
Initiative decision map
Connect every initiative to its outcome, blocking dependency, and evidence obligation.
Select an initiative to trace what is happening now, what controls its next move, and what must be proven before it advances. The map makes the intervention point explicit without assigning an invented priority.
Current position loading Latest reviewed update
Outcome now blocking dependency evidence required.
Blocking dependency
Named next constraintIts named dependency or decision will appear here.
Evidence required
Open obligationsStatuses are dated; selection does not imply priority, maturity, or completion.
Review all initiative details →The transformation in practice
Four proof points make the strategy tangible.
MarketLink
CMS EDE broker and agent enrollment platform for the ACA marketplace — applied proof that implementation, regulatory traceability, and release controls can travel in one accountable path.
- Build pathway
- The documented plan uses a six-week regulated build pathway — approximately 650–900 delivered hours against an 8,500–10,500-hour conventional estimate. This is a planning comparison, not an independently validated benchmark.
- Traceability
- 21 / 21 traceability rows mapped — 100% coverage from requirement to backlog to gate to test to artifact, across 13 FIT cases.
- Evidence state
- Capture active: 1 review candidate, 11 pending captures, 1 source pending, and 0 export-ready. Coverage is not completion; the package review remains open.
- Security
- Penetration test complete. Thirteen control gates on the delivery path; named human release authority on every release.
- CMS scope
- 22 CMS EDE API modules mapped across the seven production-entry domains.
- Now Evidence capture and package review against the 13 FIT cases.
- Next Scheduled third-party audit and CMS submittal cycle.
- Boundary No external certification claim until the audit cycle completes.
GroupLink
Cloud-native group administration — the modernization the legacy pattern never produced, and the template for every coexistence move that follows.
- Platform
- React front end and modern service layer over a target PostgreSQL foundation, while DB2 remains authoritative and coexistence evidence is being completed.
- Coexistence
- Bidirectional IBM CDC deployment is underway while DB2 remains the authoritative system of record — parity first, cutover only on evidence.
- Pattern value
- Guided workflows and reusable components define the GroupLink modernization pattern.
- Now CDC bridge deployment and coexistence hardening.
- Next Domain-by-domain data sovereignty flips as parity evidence accumulates.
- Owes The remaining mainframe dependencies targeted for engineering out — tracked on the Journey track.
Contact Center AI
A business-case-reported operating stack and a documented human-controlled service architecture, with the next expansion choices carried in the governed register.
- Operating context
- The January 2026 business case reports a late-2025 production stack, 3.6M interactions, and 99.99% uptime. Those figures are context, not independently validated product KPIs.
- Claims expansion
- CCAI Claims (PMO 3684) retains an end-of-August readiness position; Operations round-one testing opens a client and customer approval cycle forecast to exceed four weeks.
- Platform decision
- Benefits and Enrollment voice assist (PMO 2202) remains dependent on the Cisco WebEx or AWS call-centre platform direction.
- Quality pipeline
- VOC QA and transcription automation are in discovery with October 2026 targets; ET-log automation retains its named Verint dependency.
- Now Complete Claims Operations testing round one and conclude the call-centre platform direction.
- Next Open the Claims approval cycle; complete VOC and transcription discovery toward the October phase targets.
- Risk held openly Approval duration, platform choice, Verint dependency, and the 48-hour ET-log KPI remain named constraints.
ReconLink
Enrollment and premium reconciliation rebuilt as a platform lane — an AI assistant already live, and a modernized platform in testing.
- Recon Buddy
- Phase 1 is live. Phase 2 is incorporating the NERD help system while testing, feedback, and defect correction continue.
- Platform modernization
- ReconLink Platform Modernization (PMO 2764) is in testing with a weekly Operations feedback loop tuning the model.
- Acceptance
- Both release dates remain tentative and depend on the testing timeframes. Current acceptance is deliberately open.
- Now Continue Recon Buddy testing and defect correction while Operations tunes the modernization model weekly.
- Next Confirm release dates only after the testing timeframes and acceptance evidence are known.
- Boundary July test-round figures remain historical context and are not the current operating position.
ICHRA · ServiceLink Portal
ICHRA Phase 1 delivered inside the existing ServiceLink Portal — new regulated product capability shipped into a live platform rather than a parallel build.
The supporting cast
Smaller tools shipped along the way: an image-to-text converter now operational in document processing, a natural-language query tool for membership data in business testing, and a prior authorization MVP on the proof record.
Full initiative portfolio
Twenty-two initiatives. The next move is named for each.
The full portfolio as recorded August 5, 2026 — each initiative’s current standing, next action, and named dependency or decision. Risk remains visible because it identifies where leadership must intervene.
Measurement contract to approve
Define the proof before funding the next move.
These are proposed measures, not reported results. Approval would set an accountable owner, baseline and comparison window, source system, acceptance threshold, and review cadence for each product.
-
01
MarketLink
Proposed measure setVerified enrollment completion, evidence-package completeness, exception age, and time from CMS response to controlled disposition.
Decision to set · product and compliance ownership -
02
Contact Center AI
Proposed measure setFirst-contact resolution, transfer accuracy, after-call work time, quality-review pass rate, and unit cost by call type.
Decision to set · operations and quality ownership -
03
GroupLink
Proposed measure setClient-journey completion, processing error rate, IBM Change Data Capture parity, cutover exceptions, and time to resolve coexistence defects.
Decision to set · product and data ownership -
04
ReconLink
Proposed measure setAutomated match rate, unresolved exception age, reviewer effort per case, financial parity, and business-acceptance cycle time.
Decision to set · business and reconciliation ownership
| Initiative | Domain | Health | Status & next action |
|---|---|---|---|
| AI Transformation & Platform ModernizationProgram | Enterprise modernization strategy | Active decision | AWS proposal preview reviewed June 24; the formal proposal is the next decision input for approach, sequencing, and economics. |
| Broker / Agent PathwaysACA / EDE | ACA platform and regulated enrollment | Active | Demo, security architecture, CMS/EDE evidence walkthrough, and traceability ready as the regulated delivery proof point. |
| GroupLink Portal ModernizationGroup Platform | Group administration modernization | Active | Dual-track lane: modern guided experience in front, database / service / integration modernization behind it. |
| CCAI ClaimsPMO 3684 | Claims contact center | At risk | Readiness holds for end of August; the approval cycle is forecast to exceed four weeks and is the schedule risk. |
| SQL Talk for KPPMO 3418 | Membership data access | On track | In business testing with identified gaps being closed; release targeted for September 2026. |
| ReconLink Platform ModernizationPMO 2764 | Reconciliation operations | Active | Recon Platform Modernization in testing, with a weekly Operations feedback loop tuning the model. |
| Recon BuddyPMO 2762 | Recon inquiry assistant | Active | Phase 1 live; phase 2 in testing and defect correction with a tentative release date. |
| CCAI Voice Assist - Benefits & EnrollmentPMO 2202 | Benefits and enrollment contact center | Active decision | Held pending the Cisco WebEx / AWS call centre platform decision. |
| CCAI Agent Assist ET Log CreationPMO 2022 | After-call work automation | At risk | Design underway; Verint dependency, the 48-hour posting KPI, and log-quality controls are the named risks. |
| Contact Center VOC QA AI AgentPMO 3636/3938 | Quality automation | Active | Discovery underway with VOC; phase delivery targeted for October 2026. |
| CCAI Transcription Audit AutomationPMO 3636 | Transcription QA | Active | Off hold and into discovery with VOC; phase delivery targeted for October 2026. |
| MHC IVR Billing & Enrollment MigrationPMO 3912 | IVR modernization | Queued | Sequenced behind CCAI Claims finalization and an Operations decision on the MHC IVR way forward. |
| CCAI - Group/Benefits & EnrollmentPMO 4014 | Group platform voice AI | Queued | Awaiting discovery at priority 4; no target date, and a duplicate-PMO consolidation decision is outstanding. |
| Self-Service / BPaaS Call CenterIndividual and Group | Future-state contact center strategy | Queued | Future-state direction and POC use cases in documentation with the Strategy Office. |
| Contact Center AI Phase 3Phase 3 | Service intelligence expansion | Queued | Analytics, sentiment, and predictive assist — platform design discussions to be scheduled. |
| AI Seed Image-to-Text ConverterPMO 3013 | Document processing | Complete | Operational; production support and defect remediation continue as reported by the business. |
| Call AnalyticsPMO pending | Contact centre analytics | Queued | Carried from the 2024 CCAI plan; needs a business case and a PMO number before it can move. |
| Repeat Caller Indicator in Agent Screen PopPMO 4013 | Contact centre agent experience | Active | Scope reset by Operations to a repeat-caller indicator instead of Finesse screen-pop content. |
| CCAI for Group and Legacy CarriersPMO 3953 | Group and legacy carrier platforms | Queued | Needs discovery on portal and GroupLink integration; a duplicate-PMO consolidation decision is outstanding. |
| ERR CANCEL FRD AIPMO 3977 | Operational efficiency | Active | Discovery and documentation underway to cut manual offshore handling of quadrant 1 CMS codes; November 2026 target is tentative. |
| HICS ClassificationPMO 2765 | Reconciliation and classification | Queued | Sequenced behind Recon Platform Modernization; no movement this cycle. |
| ERnRPMO 2908 | Reconciliation and classification | Queued | Sequenced behind Recon Platform Modernization; no movement this cycle. |
Portfolio data and update tools
Health legend: Live / complete Active / on track Decision or mixed At risk / blocked Queued / held
Leadership agenda
The next wave depends on three choices.
The portfolio is moving. These are the choices that determine how quickly operating proof becomes repeatable transformation capability.
Set the modernization direction.
Assess the formal AWS proposal against demonstrated capability, alternatives, sequencing, funding, and the target operating model.
Choose the contact-center platform path.
Resolve the Cisco WebEx or AWS direction so the Voice Assist scope and the next implementation wave can be finalized.
Require proof before scale.
Complete Operations testing, UAT, evidence capture, and approval gates before expansion or workload-retirement claims.
Architecture and evidence
Technical Architecture Review
System architecture, data flows, deployment boundaries, and production-path dossiers.
Programme Review (Interactive)
Platform modernization, delivery method, economics, and leadership decisions.
CMS EDE Production Requirements
The seven production-entry domains and all 22 CMS EDE API modules.