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On Track
3
At Risk
1
Blocked
1
Pending Approval
1
Due ≤ 14d
1
Completed
1
Value Delivered
$96K
Expected ROI
6.1×
$8.26M protected
Critical Recovery·P0·Sponsor · Chief Operating Officer

LOB 1 (Claims) — 90-day Stabilization

At Risk
Priya RanganathanDue Sep 18Atlas confidence 78%$1.84M protected
AI Action Plan · Executive Summary

Containment, recovery, and durable hardening of the LOB 1 (Claims) portfolio following the v2.4 release defect. Plan spans quality remediation, CX recovery, and renewal protection across two top-20 accounts.

Root Cause

Compliance verification language in v2.4 introduced QA defects on regulated LOBs. Resulting hold-time elevation propagated into NPS within five days, consistent with the 12-month leading-indicator pattern.

Business Impact

$1.84M of renewal exposure across two Healthcare accounts. Brand and NPS impact contained to DSNP. Operational drag estimated at 1,400 hours over 30 days if unmitigated.

Objective

Restore LOB 1 (Claims) to baseline (NPS ≥ 64, QA ≥ 92, Transfer ≤ 9%) by end of 90-day window.

Expected Outcome

Renewal exposure neutralized on both accounts, Horizon Score recovers to 78+, regulatory posture re-established, dual quality+CX release gate codified as standing policy.

Success Measurement
Target
≥ 64
Current
58.4
Expected Δ
+5.6
Actual Δ
+2.1
KPI · Healthcare NPSStatus · LaggingCustomer · DSNP & Medicare members; ~28K monthly contactsOperational · 12 sites · 380 advocates · 4 supervisor pods
Recommended Actions
ActionOwnerDueStatus
Deploy v2.4.1 hotfix to regulated LOBs
Eng ReleaseJun 26Done
Standing dual quality+CX release gate (policy)
CIO OfficeJul 3· 3dIn Progress
DSNP targeted micro-coaching wave
VP QualityJul 10· 10dIn Progress
Executive renewal touchpoint — Account A
Chief Client Off.Jul 1· 1dOverdue
Executive renewal touchpoint — Account B
Chief Client Off.Jul 8· 8dNot Started
Atlas pre-flight mandated on regulated LOBs
Depends on · Eng platform readiness
COOJul 15· 15dIn Progress
Post-recovery readout to Board Risk Committee
COOSep 22· 84dNot Started
Plan dependencies · Eng v2.4.1 propagation · VP Quality coaching capacity · Chief Client Officer cadence
Executive Timeline
  1. Jun 20·Created
    Plan generated from QA + NPS regression on LOB 1 (Claims).
    Atlas
  2. Jun 20·Assigned
    Priya Ranganathan assigned as plan owner; COO sponsorship confirmed.
    COO
  3. Jun 21·Started
    v2.4.1 hotfix branch cut and pre-flight simulated by Atlas.
    Eng Release
  4. Jun 26·Milestone
    Hotfix deployed; defect contained on regulated LOBs.
    Eng Release
  5. Jun 26·Milestone
    Defect contained
    Plan
  6. Jun 27·Update
    Hold time trending down; NPS expected to follow within 5–7 days.
    Atlas
  7. Jul 17·Milestone· upcoming
    QA back to baseline
    Plan
  8. Aug 7·Milestone· upcoming
    NPS recovery confirmed
    Plan
  9. Aug 28·Milestone· upcoming
    Renewals signed (Acct A & B)
    Plan
  10. Sep 18·Milestone· upcoming
    Plan close-out & lessons
    Plan
Atlas Follow-Up
  • Hold time has compressed 11% since hotfix; recovery curve aligned with the March 2026 playbook.

    Jun 27
  • Account A executive touchpoint has been overdue for 3 days. Recommend escalation to Chief Client Officer.

    Jun 28
  • Coaching wave completion is on pace; QA lift expected within 14 days based on prior 4 waves.

    Jun 29
  • Predicted plan completion confidence dropped from 86% to 78% — driven by Account A cadence slip.

    Jun 30
Collaboration · Decision Log
  • PR
    Priya Ranganathan · VP Healthcare Ops · Jun 22

    Coaching wave is staffed. Bigger concern is Account A — escalation memo drafted.

  • CO
    COO Office · COO · Jun 25

    Endorse mandatory Atlas pre-flight as a permanent control. @CIO — please confirm timing.

  • CC
    Chief Client Off. · Chief Client Officer · Jun 29

    Account A touchpoint rescheduled to 2026-07-02. Will own personally.

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