Group 3 Design Working Session-20260505_103628-Meeting Recording

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0:01
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
let me share my screen so you
0:12
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
are the uh ian you're the inspiration behind this because of
0:16
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
this right so you're the modular approach that we're thinking
0:21
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and it's like why can't we just design
0:25
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
our products or modules similar how we're designing it in
0:29
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Miro, right?
0:30
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So like over here,
0:32
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
again,
0:33
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
just ignore the menu item that will come up,
0:37
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but the concept,
0:38
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right? Concept is really composing.
0:40
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's a composition.
0:41
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
You're composing the product basically.
0:44
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So let me make this bigger.
0:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So I'll compose a product,
0:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and then this product is for,
0:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
let's say,
0:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
a census, and it is a map.
0:59
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I don't know the orders,
1:00
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but again,
1:01
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
for now,
1:02
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I'm going to keep it to this version.
1:05
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
We did add it there,
1:06
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Franklin.
1:06
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Oh,
1:07
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
okay.
1:08
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
If you kind of go a little bit to the right in the
1:12
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Miro, there's the
1:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
gray.
1:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
The hierarchy is right to the right.
1:20
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
You were
1:24
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
there. I have a copy.
1:26
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
This is my version copy.
1:29
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
But is this it?
1:30
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
This one.
1:32
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
There you go.
1:32
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So we start with the partner.
1:35
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Because the partner informs.
1:39
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Oh,
1:41
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
wait a minute.
1:41
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
That is not the final version.
1:44
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I'm sorry.
1:46
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
That's okay.
1:47
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I created a copy.
1:49
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
We did do something like that because you asked us to and we did.
1:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yeah, the hierarchy,
1:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
1:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Because then that will drive the funnel kind of.
1:57
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yep,
1:58
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
yep. Let me find that.
2:00
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
That's probably,
2:03
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I should update that.
2:05
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Did this?
2:08
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Oh,
2:23
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
there we go.
2:24
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's
2:39
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
only a couple things on this mirror board.
2:41
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I know.
2:41
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
There
2:47
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it is.
2:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
All right.
2:50
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Thank you.
2:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yep.
2:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So this is,
2:52
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
yes, exactly what I was looking for.
2:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So it really starts with a partner,
2:56
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
2:57
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So partner,
2:58
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
a census.
2:59
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And then let me
3:03
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
just try to use this,
3:04
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
because I think this is a valid composition,
3:06
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I would imagine.
3:08
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like instead of
3:13
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
a partner here,
3:14
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's going to be a pulled plan.
3:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And it's like,
3:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
let's say, none.
3:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And then partner would be a census.
3:23
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and full service still working
3:29
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
on the sizing here but uh
3:34
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
plan type 401k and so forth right so
3:38
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
as you're building this it's actually influencing
3:42
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
what the flows would be
3:46
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
so i didn't add the advisor yet so now if i put the advisor fee
3:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
is fee based
3:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And now you'll see the advisor flow there and then,
3:56
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you know,
3:57
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
or you can have like a fee -based or a
4:01
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
level comp, right?
4:02
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
But conceptually,
4:04
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you're building really the product.
4:06
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
hierarchy and then it determines what the flows
4:11
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
are um obviously we'll have like a
4:15
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
template right like okay for advisor feed that's you know that falls
4:19
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
under this uh kind of like the composition these are the questionnaire
4:23
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
so we'll be able to kind of identify like the reusable templates
4:27
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
or reusable fields that are common and then like special cases
4:31
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
um you know
4:34
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
how we could add that but that's still to be determined but kind
4:39
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
of grounding on the high level concept right like starting
4:43
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
from the chain or the funnel and that
4:47
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
will drive the the flows and the questionnaires and then now
4:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that that's the that's the first level right like the second level now is
4:55
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
actually authoring the um whoops
5:00
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
authoring the the sequence which could be uh
5:04
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
another template right like the sequence okay what's the advisor identity first
5:09
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the compensation dealer information and so forth and
5:13
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
then the the third level of it is essentially
5:17
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the uh the experience right like the onboarding experience what it looks
5:21
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like so uh just
5:25
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
want to get feedback on thoughts or you know does that make
5:29
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
sense
5:32
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I think it does.
5:33
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
If I can just take the screen share for just a minute.
5:36
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I think it'll play into something else that we've been
5:40
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
trying to look at for what you're if I'm following it right.
5:43
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So like when it comes to the plan design.
5:48
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Right.
5:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
That we've essentially determined we have 13 different combinations
5:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
of a plan design experience right now.
5:56
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It varies based on the plan type and
6:00
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the channel and the service model primarily and then the pooled plan
6:04
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
type.
6:05
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Now, there might be some things that the partner layers into
6:09
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
this, but like at its core,
6:10
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
this is the key thing that we'd be looking at for plan design.
6:15
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And while I still need to verify this one,
6:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we were also looking at,
6:19
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
okay, how many different combinations of
6:23
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the advisor experience might there be?
6:26
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So that when we get to whether it's at a screen
6:30
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
level or at a question level or at an answer option level,
6:35
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
which
6:37
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Which of these pieces do they apply to?
6:41
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So like,
6:44
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
for example, we have some scenarios where there's actually not an advisor,
6:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
6:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So how do those scenarios work?
6:50
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And then when we do have an advisor and it's fee -based or commission -based,
6:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it tends to vary if there's a 338
6:59
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and who the 338 is.
7:05
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So just what I'm trying to get to,
7:08
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and we keep kind of working on iterations to get more accurate with this,
7:12
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
is how many versions or variations of
7:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
these...
7:18
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Combinations.
7:20
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yeah,
7:21
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
of these sections apply.
7:23
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
What are the criteria that we need
7:27
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
to use in order to get to the right one in the
7:31
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Plinko board?
7:32
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like, you know, what do you have to look at?
7:35
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So I haven't really done any trying to get to the advisor.
7:38
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I haven't done anything here.
7:40
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
This is just kind of crude note so far on the partner.
7:44
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And then ultimately we'll get to the group IDs as well
7:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
because it's like, what are all the factors that play into identifying the
7:52
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
group ID?
7:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Because what I'm trying to get to is like,
7:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
what are all of the rules that we have captured in here
7:58
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
as to how to.
8:01
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
drive that flow so i i'm hoping that complements franklin kind of
8:05
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
where you were it's the visual of what you're doing here really and then the
8:09
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that those arbitrary though those are arbitrary right like it's almost like
8:13
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
our product offering key back then and for group one that we're
8:17
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
trying to stay steer away from it's really the individual components is
8:23
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the what makes a product i guess that's or
8:27
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
yeah yeah that that term is
8:32
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Loaded.
8:33
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yes.
8:33
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yeah.
8:34
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
But then,
8:37
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
yeah, like those,
8:38
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
your column A there would be arbitrary,
8:41
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
8:41
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So that's, I mean,
8:42
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's really,
8:43
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's just the kind of the,
8:45
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
hey,
8:46
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
this is kind of like my nickname for this,
8:48
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like the combinations of things.
8:50
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yeah.
8:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Well, even if I compare it to the IST,
8:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like when it's fixed,
8:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it does these things.
8:55
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And these are the factors that I need to look at to determine whether it is.
8:59
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
fixed or pick one or a custom.
9:02
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And that's the same here that there will be,
9:05
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you know,
9:07
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
there'll be a lot of overlap,
9:08
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but there are differences based on this criteria.
9:11
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And it's just a way to kind of organize that and to account for,
9:15
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
well,
9:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
how much variability is there?
9:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Is there really?
9:20
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Because there is a lot,
9:21
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but it's also,
9:22
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's not never ending.
9:24
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like there are boundaries to it.
9:27
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And sorry,
9:28
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Kate, one more.
9:29
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I know you were going to say something,
9:30
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but I think this is almost
9:34
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like a scenario right
9:38
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
now, right?
9:39
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's also going to help guide the scenarios and even the
9:43
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
release.
9:44
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like,
9:44
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
okay, let's release this combination first.
9:46
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Go ahead.
9:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Exactly.
9:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Sorry.
9:48
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So my
9:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
question was,
9:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
is this being documented in the
9:57
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
data dictionary for each line?
10:00
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like, do we know how we're solving that?
10:02
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Is that already in there,
10:03
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Jodi?
10:03
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Do you know what I mean?
10:05
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
For each question,
10:06
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
are we going to say it's plan type 401k,
10:09
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
403b,
10:11
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
cash balance?
10:13
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
You know what I mean?
10:14
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yeah, this is a field in our
10:18
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
data dictionary now,
10:20
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
10:20
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And these are specific property IDs
10:24
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and these are the...
10:26
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
answer options or values that are available in
10:30
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
those things to like what I mean,
10:33
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
there are multiple channels.
10:36
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I'm just saying it's anything but hold plan to use one of
10:40
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
these. Okay.
10:41
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
But yes,
10:42
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
trying to account for the actual rules
10:46
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
or criteria of how would I get to a cash balance?
10:50
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Well, the plan type is cash balance.
10:53
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
They're never pooled plans.
10:55
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
They're always record keeping only.
10:57
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
But to cash balance is very different
11:01
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
than a 401A or,
11:06
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you know,
11:07
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the 401K that or,
11:10
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you know, that's an RKO.
11:11
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
They're quite different.
11:13
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So whether that's
11:17
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
here or in the advisor experience,
11:19
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we tend to look at things like,
11:21
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
well, what's the compensation type,
11:22
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right? Fee based or level comp.
11:24
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
What's the fiduciary service type?
11:26
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Really I'm looking for if there's specifically
11:30
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
a 338 on the plan and then who is the 338?
11:35
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Then
11:39
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the channel,
11:41
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
these get kind of interesting because I'm looking for
11:45
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
specifically
11:52
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like are the direct sold fall,
11:54
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the direct sold,
11:55
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
which is Vanguard's direct sold falls into here.
11:57
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Institutional for Fisher.
12:00
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Well,
12:00
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
they don't use direct sold.
12:01
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
They use institutional,
12:02
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but Fisher is a no advisor scenario.
12:05
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And then we have,
12:07
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
so this is what gets interesting is I actually have products
12:13
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that are advisor sold,
12:14
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that the channel will say advisor sold because that's how sales sells
12:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it.
12:19
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
But there really isn't an advisor on the plan.
12:21
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
They just have this random one -off plan that there's no advisor.
12:24
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So in the advisor's name field,
12:27
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
they use the value no advisor.
12:30
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So first name is no advisor.
12:33
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Last name is no advisor.
12:35
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's no advisor,
12:35
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
no advisor.
12:36
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
That's how they tell us there's not really an advisor on
12:40
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
this advisor sold plan.
12:45
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Why would someone,
12:46
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
why would they do that?
12:47
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Why would an advisor not want to?
12:48
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
The Ascensus PEP is a great example.
12:51
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like they don't have to have an advisor to sell into the Ascensus PEP or the Ascensus fee
12:55
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
-based.
12:55
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
The Vanguard product is either direct sold or it requires
12:59
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
an advisor, but the Ascensus product,
13:01
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we will take plans that don't have an advisor on them.
13:05
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I see.
13:06
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's just the plan.
13:07
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Okay.
13:08
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's sold as an advisor sold,
13:10
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but it doesn't have an advisor on it.
13:11
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Correct.
13:12
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Got it.
13:13
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So yeah, we have.
13:16
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
We have that scenario too.
13:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So it's not just
13:21
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
straight up.
13:22
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I can't just tell you it's direct or institutional.
13:24
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like I have to look at additional criteria of knowing I
13:28
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
don't want to go chasing all the information about who is your advisor on the plan
13:32
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
because you're not going to get it.
13:34
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
There's nobody to put in there.
13:35
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Right.
13:36
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And
13:41
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
then another thing that I've asked for.
13:46
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Then to consider adding to CRM,
13:48
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we didn't have it before,
13:50
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
is the pooled plans,
13:52
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
specifically the PEPs.
13:54
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
The PEPs are categorized into different types.
13:58
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Right now,
13:59
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
what are they?
13:59
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Scott,
14:00
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
they're like letter M,
14:01
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
O, something like that.
14:02
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
They're A, B,
14:03
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
C, D, E, F.
14:04
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yeah,
14:05
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
they grew up to all.
14:07
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So however many that is,
14:08
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that's that many different types of PEPs.
14:11
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Now, why does that matter?
14:12
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Well, that matters because it changes who
14:16
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
or which scenario we have to capture the
14:20
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
338 fees for.
14:22
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's PEP type dependent.
14:25
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And that doesn't,
14:27
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
they're not passing that data.
14:30
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
We're asking them to add that data when they set up a PEP so they're capturing it there.
14:34
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Otherwise,
14:36
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we have no way of knowing.
14:39
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
In SmartStart,
14:40
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we built more custom rules around these things.
14:43
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I don't want to do custom rules in here over and over again.
14:46
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So trying to
14:50
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
figure out, like, what are the things that I need to know and to consider to
14:54
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
help determine what of the screens in
14:59
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that whole advisor.
15:00
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
flow will be applicable under the different scenarios.
15:03
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Is
15:14
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that about as clear as mud?
15:17
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It was clearer.
15:18
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Conceptually,
15:21
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
yes.
15:21
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It kind of matches.
15:22
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Okay, the silt has settled in the mud puddle a little bit,
15:26
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but there's still mud in it.
15:27
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Well,
15:28
S… Speaker 5 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's all mud for me because my screens went black,
15:30
S… Speaker 5 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
so I'm trying to get them back.
15:31
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Black hole.
15:33
S… Speaker 5 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's not mud,
15:34
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
yeah. Are you in the office?
15:35
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
That's always my problem.
15:36
S… Speaker 5 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I am, yes.
15:37
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Oh, there you go.
15:38
S… Speaker 5 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I always have trouble in the office.
15:40
S… Speaker 5 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
At home, it works beautifully,
15:41
S… Speaker 5 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but I'll get off my soapbox.
15:43
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
We do this for ourselves.
15:46
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
But yeah, so like I don't know that I've like I've started
15:50
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
this.
15:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
It's not refined yet,
15:54
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but it's probably a good indicator of kind of what this might look
15:58
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like.
15:59
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So then when we come back to the
16:03
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
portions of the advisor contact information,
16:06
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right, like,
16:07
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
for example,
16:08
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
if it's fee based,
16:10
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I want a CRD number.
16:12
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
If it's level comp,
16:14
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I want the branch and the rep ID.
16:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Agent is specific to State Farm.
16:19
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
If
16:23
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's depending upon
16:30
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the,
16:31
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
these things would
16:35
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
inform whether or not I'm trying to collect a 338 fee or not.
16:38
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
If I'm trying to,
16:40
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
if I don't collect a 338 fee,
16:43
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
then I would skip the
16:48
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
portion on,
16:49
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
where did
16:55
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it go?
17:04
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Oh, it would start here.
17:05
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Are there fees included in 338?
17:07
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like I'd skip that question and then I would just go to their fees and
17:11
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
then I would skip the whole,
17:14
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
all of the 338 fees because it's not an option for them to give us
17:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
any of that.
17:19
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
That's where
17:23
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
really I was trying to just solve this.
17:29
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the this the flat table that's kind of like that what
17:33
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
what kind of makes it a little confusing for us so like uh kind
17:37
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
of back to the the concept i was showing you earlier based on the the
17:42
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
hierarchy then you know now what fields to show
17:46
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right like based on the combination of things and that's what that uh
17:50
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
kind of like that map
17:54
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
what are the set of rules and the fields that are visible
17:58
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
when this is the combination?
18:00
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So that way we don't have to force feed that logic into this flat
18:04
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
table, right?
18:05
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I think that was our conversation last
18:09
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Thursday before I went on vacation.
18:11
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So how can we visualize this so it's not,
18:14
S… Speaker 4 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you know,
18:15
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's really two,
18:17
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
three dimensional,
18:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
18:18
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Like the data here.
18:21
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And then that way we can also export it.
18:24
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
OK, for this set of configuration,
18:29
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
these are exactly this data dictionary
18:33
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
or schema.
18:34
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
This is the list of properties for this combination.
18:38
S… Speaker 3 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yeah.
18:40
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
So I think maybe how we could get to that
18:44
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
next point,
18:45
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right? So I realized this is,
18:47
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you know, here's a flat table and here's another flat table,
18:51
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right? But I'd like
18:57
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
to go, if I can get through this and make sure that I've got the right.
19:01
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
combinations and scenarios.
19:03
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And Scott,
19:03
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
maybe I could share this with you and we could spend some time this afternoon looking at it.
19:07
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Ian and I looked at it late last week,
19:09
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but you're probably more intimately familiar with what controls
19:13
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and levers trigger what sorts of questions that
19:17
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we can check that against.
19:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Because if that's the case,
19:20
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
then I can determine,
19:22
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
okay, well,
19:24
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
let's say just
19:28
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
the fact that I'm doing 338.
19:30
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
fees right like the advisor fees 338 what
19:35
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
are the how can
19:40
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we trigger that like if i can confirm that i've got all the rules properly
19:45
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
then how can we start to take that and use
19:49
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that in a way franklin where it's not trying to create a
19:53
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
six -dimensional table yeah yes yes yeah
19:57
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and
20:00
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I think the hierarchy,
20:04
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I'll start just really making
20:08
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
this live and realistic,
20:10
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
20:10
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And in combination with your data
20:15
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
dictionary, OK,
20:16
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
if the service model is this,
20:18
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
only show these fields.
20:23
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I think that's my next prototype.
20:25
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
We might need to go,
20:26
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like, so in that,
20:27
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I was going to say Figma,
20:29
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
but it's not Figma,
20:30
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it's Miro.
20:31
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
In that Miro,
20:33
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like what Ian had drafted there several
20:37
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
months ago now,
20:39
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right,
20:40
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
is before we've had many of these property IDs,
20:43
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
clarified,
20:46
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
pinned down,
20:47
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
answer options,
20:48
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like they were just notes.
20:52
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
it might be helpful to also take a look at that from
20:56
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
what do we have in there and get it to a place where it's a little bit more accurate
21:01
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
and specific to what are the actual fields and properties,
21:05
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right?
21:05
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Because whether it's
21:15
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
a pooled
21:19
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
plant or not, well,
21:20
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
that's in your channel.
21:21
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right the channel tells you whether it's a pooled plant and then but to figure out if it's a pep or a map you
21:25
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
need to actually go to the pooled plant type field so it's two fields that
21:29
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
you need to determine if it's a pep or a map um so what
21:34
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we laid out there was like let's just take a step back and what do we need but now it's like well
21:38
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
what are the actual details of the rules or the property id specifically
21:42
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
of what you're receiving so that we can put those in there
21:46
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
um no i agree i think
21:50
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we
21:51
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
is unless there's other topics is that something we can just
21:55
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
like crack now like like hey very like you know sketch really like
21:59
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
uh yeah we can start that if you want to do that yeah Tara if you decide this is not
22:04
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
a conversation you want to stick around for feel free to bail bye
22:08
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
have a good day guys see ya bye
22:12
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
I'm gonna give give you the exit there open the door nice and wide all
22:17
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
right so do we want to go
22:20
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Do you want to pull up the mirror and we'll kind of,
22:23
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
or whichever you had,
22:24
S… Speaker 2 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
we'll start there and we can start to crack these open.
22:28
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yep.
22:29
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
Yep.
22:30
S… Speaker 1 (Group 3 Design Working Session-20260505_103628-Meeting Recording)
And then see how,

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