Group 3 Design Working Session-20260505_103628-Meeting Recording
Capítulos
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0:01
let me share my screen so you are the uh ian you're the inspiration behind this because of this right so you're the modular approach that we're thinking and it's like why can't we just design our products or modules similar how we're design…
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1:05Capítulo 2: We did add it there, Franklin. 303s · Speaker 3
We did add it there, Franklin. Oh, okay. If you kind of go a little bit to the right in the Miro, there's the gray. The hierarchy is right to the right. You were there. I have a copy. This is my version copy. But is this it? This one. There…
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6:09Capítulo 3: this, but like at its core, this is the key thing that we'd be looking at for plan design. 68s · Speaker 1
this, but like at its core, this is the key thing that we'd be looking at for plan design. And while I still need to verify this one, we were also looking at, okay, how many different combinations of the advisor experience might there be? S…
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7:18Capítulo 4: Combinations. 202s · Speaker 2
Combinations. Yeah, of these sections apply. What are the criteria that we need to use in order to get to the right one in the Plinko board? Like, you know, what do you have to look at? So I haven't really done any trying to get to the advi…
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10:40Capítulo 5: these. Okay. 288s · Speaker 4
these. Okay. But yes, trying to account for the actual rules or criteria of how would I get to a cash balance? Well, the plan type is cash balance. They're never pooled plans. They're always record keeping only. But to cash balance is very …
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15:28Capítulo 6: it's all mud for me because my screens went black, so I'm trying to get them back. 114s · Speaker 5
it's all mud for me because my screens went black, so I'm trying to get them back. Black hole. It's not mud, yeah. Are you in the office? That's always my problem. I am, yes. Oh, there you go. I always have trouble in the office. At home, i…
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17:23Capítulo 7: really I was trying to just solve this. 87s · Speaker 3
really I was trying to just solve this. the this the flat table that's kind of like that what what kind of makes it a little confusing for us so like uh kind of back to the the concept i was showing you earlier based on the the hierarchy th…
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18:51Capítulo 8: right? But I'd like to go, if I can get through this and make sure that I've got the right. 300s · Speaker 2
right? But I'd like to go, if I can get through this and make sure that I've got the right. combinations and scenarios. And Scott, maybe I could share this with you and we could spend some time this afternoon looking at it. Ian and I looked…
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23:51Capítulo 9: no longer, it kind of skipped, you can skip that. 64s · Speaker 1
no longer, it kind of skipped, you can skip that. And again, this is old, so maybe I'll just stop referencing that. Yeah, it needs to be updated with the new lens of the hierarchy. Gotcha. Okay, but partner experience, we'll start with part…
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25:02Capítulo 10: You don't have channel in there. 62s · Speaker 8
You don't have channel in there. Okay, not some channel, so gotcha. All right. So this really is the... And each of this have their own kind of like available, right, options. Yeah, I would say that the tentacles that I have going out there…
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26:05Capítulo 11: conversion? 107s · Speaker 1
conversion? That's probably going to have to be added, but... That might be another layer that we can get into. It just takes the 13 and turns it into 26, doesn't it? When you do startup and conversion. Yeah. Yeah. Are we assuming all of th…
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27:55Capítulo 12: Question, like this module technically depends if the channel is advisor sold. 141s · Speaker 7
Question, like this module technically depends if the channel is advisor sold. Well, there are multiple channels. There's advisor sold, institutional, direct sold, and pooled plan. Yep. So all these could have an advisor experience? Direct …
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30:17Capítulo 13: Yeah, I'm just adding the installation type in there because that Scott's right, that one matters and I didn't have it in there. 292s · Speaker 3
Yeah, I'm just adding the installation type in there because that Scott's right, that one matters and I didn't have it in there. But... In terms of hierarchy, this is really the order, right? Like, and then it will funnel, okay, now I'm int…
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35:10
right now, we have 101 different product names as of now. That's probably even dated information. But as I look at that, that likely translates into like 12 partners. Not bad. It could be 20, right? It could be worse. Yeah, it could be any …
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40:02Capítulo 15: when you said like the fields and the properties and the values and Ian had asked about the workflows, right? 106s · Speaker 5
when you said like the fields and the properties and the values and Ian had asked about the workflows, right? Knowing that the workflow for Bell Bank is different than the workflow for an Ascensus in terms of who does what. I see. Okay. Wel…
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41:48
it frankly needs to be aware of it in architecting this scenario to be able to instill the flexibility for us to diversify the roles that each product may have components of yeah but like most of like the property ids and that stuff i mean …
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43:16Capítulo 17: Okay. It's simpler. 112s · Speaker 7
Okay. It's simpler. Yeah. But I think that exemplifies the flexibility of flows that we need to be, like, we need to be able to, if it's this partner, we need to be able to push this flow and this flow to them. Or if it's this channel, we n…
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45:09Capítulo 18: Like, is it weird to send Bell Bank the advisor experience as we've thought of it from an advisor perspective? 151s · Speaker 4
Like, is it weird to send Bell Bank the advisor experience as we've thought of it from an advisor perspective? Do they need a more to the point experience? I would like for us to continue to build this without swaying. from the language we …
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47:40
and That is not Bell Bank specific configuration, right? I mean, technically it is Bell Bank specific, but you designed it. It's like the system doesn't know, hey, if it's a Bell Bank, then I have to do this, I have to do that. Right, becau…
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49:02Capítulo 20: to be saying that a lot Yeah, right. 60s · Speaker 6
to be saying that a lot Yeah, right. Yeah. You may as well kind of forget one and two because they are really rather different than three. Yeah. And no, I think it's just like its own really this, right? Like a design. Like it's okay. BAML,…
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50:03Capítulo 21: Yeah, it's like it all comes back together. 74s · Speaker 4
Yeah, it's like it all comes back together. We jumble it all up and then start handing out the pieces to the right people. And then again, oversimplifying it. At the end of the day, it's just really this. The data blob is what we really nee…
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51:18Capítulo 22: Like I could get into like, what are the rules of when you would get that screen or not get that screen? 80s · Speaker 5
Like I could get into like, what are the rules of when you would get that screen or not get that screen? Yeah. And then we figure out how that plays into the schema. Yep. Thank you for saying schema. I'm trying, trying. Well, yeah, we got t…
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52:38Capítulo 23: Friday. Okay. 28s · Speaker 3
Friday. Okay. Yep. Okay, great. So yeah, Thursday, we'll look at the workflow. Friday, we'll talk about what I heard from sales and transition services. Okay, sounds great. Cool. Both fun groups to talk to. It'll be a Kate show for the next…