Skip to content
AskFlorence
Main Navigation ArchitectureFlorence AIAgentsMembersAgent PlatformValidationInfrastructure

Appearance

Sidebar Navigation

Overview

Home

Glossary

System Architecture

Consumer & Agent Flow

Florence AI

Overview

Principles

Runtime

Tool surface

Adding a tool

Tool registry

Knowledge: SBC scenarios & CSR

Voice

Evals & observability

Provider risk & portability

Outage playbook

Roadmap

Build plan

Agents

Overview

Workflows & pain points

Members

Overview

Medicaid coverage gap

Carriers

Overview

Marketplaces

Overview

Agency

Overview

Regulations

Overview

Agent Platform

Overview

Auth Architecture

MongoDB Permissioning

Compliance Model

Data Models

Data Sources

Overview

CMS Marketplace API

CMS dependency map

PUF Data

State Subsidies

SBE Ingestion Playbook

SBE State Watchouts + Decisions

CA Phase C/D Playbook

NY Phase C/D Playbook

Validation

Overview

Methodology

APTC Formula

California 2026

New York 2026

CAPS Formula

Scenario Results

Infrastructure

Account Inventory

AWS Setup Runbook

AWS Organizations

CloudTrail

GuardDuty

Security Hub

Config

CloudFront + WAFv2

Data sources & ingest

Phase 4 DNS

Change Log

Vulnerability Management

MongoDB Setup

Access Control

Data Classification

Documentation Hosting

Post-deploy Smoke

Development

Preflight (local CI mirror)

Testing strategy

Compliance

Overview (auditor entry point)

SOC 2 Control Mapping

HIPAA Control Mapping

CMS EDE Appendix A Mapping

Risk Assessment

Encryption Policy

Data Retention Policy

Privacy Impact Assessment

Consent Capture & Versioning

Incident Response Plan

Access Control Policy

Marketing vs. Portal Analytics

Vendor / Subprocessor Register

Dependency Vulnerability Policy

BAA / Compliance Evidence

Compliance-Automation Integration

Compliance-Automation Vendor Evaluation

Penetration Test Reports

Architecture

Portal entry handoff

Mobile app strategy

Deferred architecture decisions

Session cookie architecture

Share flows

Decisions (ADRs)

Index

0001 — Atlas project isolation

0002 — Append-only audit log

0003 — Narrow-scoped Mongo users

0004 — Cross-cluster Atlas PrivateLink

0005 — Delayed-job architecture

0006 — Mongo user simplification

0007 — Terraform owns ECS task def

0008 — E2E testing strategy

0009 — Self-hosted analytics + observability (superseded)

0010 — PostHog HIPAA Cloud (supersedes 0009)

Runbooks

Security Incident Response

Break-Glass Root Login

Onboard Team Member

Offboard Team Member

Atlas user provisioning

Deploy via Terraform (ENG-277)

Rollback via Terraform (ENG-277)

S3 data bucket migration (planned Phase 11)

Access Reviews

2026-Q2 Review

Session log

Index

2026-04-23 — Phase 10 DNS cutover

2026-04-22 — Phase 8 prod AWS mirror

2026-04-22 — Phase 7 Atlas VPC peering

2026-04-22 — Phase 6 CloudFront + WAF

2026-04-21 — Phase 5 staging go-live

2026-04-17 — Atlas staging

Briefs

Index

Member portal plan (ENG-187)

2026-04-16/17 handoff

2026-04-17 Atlas handoff

System briefing (2026-04-17)

Creative AdBundance proposal brief

Creative AdBundance analytics brief

ElevenLabs RN integration research

Policies

Overview

On this page

Session log ​

Append-only log of agent-executed work sessions against this repo. Each entry records what was decided, what was built, and what state was left behind, framed for an auditor or a future agent session with no prior context.

Why we keep it ​

  • Auditor evidence. SOC 2 Type II and CMS EDE Phase 3 audits examine how the entity operated over a window, not a snapshot. This log is that window.
  • Cross-session handoff. Multiple parallel sessions run against this repo. The session log is the long-form record; short-form inter-session handoff briefs live in docs/briefs/ alongside build briefs and point-in-time system briefings.
  • Change intent vs. change text. git log says what files changed. This log says why, and what non-file state (Atlas, AWS, Vercel, external vendors) changed alongside.

Naming ​

YYYY-MM-DD-short-topic.md. One session may produce one entry. Never overwrite; never squash.

What to record ​

  • Date, scope, actor (agent model + human).
  • Tickets or ADRs created or referenced.
  • External systems touched (Atlas project ID, AWS account ID, Vercel env, vendor dashboard) and the delta on each.
  • Verification performed.
  • Any deviations from the plan and why.
  • Explicit list of what was not done and is deferred.

Do not include secrets or credentials.

Index ​

  • 2026-05-08 — Phase D provider parity + facility autocomplete fix + CI guard Phase 1 (continuation)
  • 2026-05-08 — Phase 11 cross-cluster Atlas reads via AWS PrivateLink
  • 2026-04-23 — Phase 10 DNS cutover
  • 2026-04-22 — Phase 8 prod AWS mirror (canary live)
  • 2026-04-22 — Phase 7 staging Atlas VPC peering
  • 2026-04-22 — Phase 6 staging CloudFront + WAF
  • 2026-04-21 — Phase 5 staging go-live
  • 2026-04-17 — Atlas staging provisioning
Pager
Previous page2026-Q2 Review
Next page2026-04-23 — Phase 10 DNS cutover

AskFlorence Internal Documentation. Not for public distribution.

AskFlorence

Internal Documentation

Access restricted. Not for public distribution.