Three years of customer intelligence — 132 calls, 100+ anchor notes, spanning March 2023 through April 2026.
Naming the distinct chunks of work and how they fit together.
| Status | Workstream | Output | Notes |
|---|---|---|---|
| Raw transcript collection | Call Index | 132 calls with speaker-attributed text (Mar 2023 – Apr 2026) | |
| Anchor note generation | — | All 132 calls processed through calibrated pipeline | |
| Call tiering and classification | — | 27 Tier A (strategy-rich), 64 Tier B (operational), 41 Tier C (routine) | |
| Extraction calibration (Cycle 01) | — | Rick/Shaina reimbursement deep dive — first extraction with human review | |
| Scaled extraction (Tier A calls) | — | 26 remaining Tier A calls after calibration | |
| Cross-call fingerprint synthesis | — | Pending extraction completion |