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15. Deployment Plan & Infrastructure

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Kristi Doce edited this page Oct 7, 2026 · 1 revision

1. Phased Release Strategy

Orbit utilizes a human-supervised, gated rollout model to evaluate multi-agent state reconciliation, source grounding, and system reliability before scaling up.

Phase Target Audience Scope & Focus Benchmark & Exit Criteria
Phase 1: Stakeholder Signoff Nayiri Saba (Project Sponsor & AMF-certified advisor) Core workflow verification, UI layout, deterministic financial tools, and synthetic dataset setup in staging. Formal signoff on core features and compliance architecture.
Phase 2: Family & Friends 10–15 invited testers Internal usability, account creation, client messaging, and appointment booking flows under low load. Zero critical (P0/P1) bugs; 100% successful synthetic booking/messaging operations.
Phase 3: Alpha Release Stakeholder & 3–5 early peer financial advisors Asynchronous multi-agent state reconciliation, conflict detection engine, and meeting summary grounding in real workflows. >90% Conflict Detection Accuracy; >90% Source Grounding Verification; zero unhandled state collisions.
Phase 4: Beta Release Expanded group of early advisors and synthetic client accounts Load testing concurrent multi-agent updates, monitoring system latency, and refining the advisor review workflow. Reduced advisor post-meeting review latency; stable server CPU/memory (<70%) under peak load.
Phase 5: Full Release & Handover Stakeholder Production Deployment Transitioning system runbooks, final compliance documentation, and long-term hosting configurations to the stakeholder. Successful post-beta security audit; completion of AMF AI systems catalog and operational training.

2. Deployment Record & Phase Tracking

This log records the status of each release phase, serving as an operational audit trail.

Phase 1: Stakeholder Signoff

  • Scheduled Date: October 2026
  • Environment: Staging (staging.orbit-platform.ca)
  • Status: In Progress
  • Actions Taken:
    • Deployed build v0.9.0-staging to AWS Canada Central.
    • Implemented synthetic mock profile generator (Faker.js).
    • Conducted initial UI review of the Advisor Dashboard and Client Portal.
  • Outcome: Review in progress with stakeholder; gathering initial UI feedback.

Phase 2: Family & Friends Release

  • Scheduled Date: November 2026
  • Environment: Production-Lite (app.orbit-platform.ca)
  • Status: Planned
  • Actions Taken:
    • Configured TLS encryption and bcrypt authentication logic.
    • Set up staging email delivery services and mock push notifications.
  • Outcome: Pending completion of Phase 1 signoff.

Phase 3: Alpha Release

  • Scheduled Date: Late November 2026
  • Environment: Production (AWS Canada Central)
  • Status: Planned
  • Actions Taken:
    • Deployed continuous audit logging for all AI-generated drafts.
    • Configured runtime PII masking filter on external AI model API calls.
  • Outcome: Awaiting completion of Phase 2 testing.

Phase 4: Beta Release

  • Scheduled Date: January 2027
  • Environment: Production (Auto-scaling enabled)
  • Status: Planned
  • Actions Taken:
    • Enabled Redis caching layer for state reconciliation checks.
    • Implemented automated performance and latency monitoring metrics.
  • Outcome: Pending Alpha phase signoff.

Phase 5: General Release & Handover

  • Scheduled Date: March 2027
  • Environment: Final Production
  • Status: Planned
  • Actions Taken:
    • Finalizing AMF AI system catalog and regulatory documentation.
    • Packaging admin guide, system runbooks, and handover documentation.
  • Outcome: Pending final system audit and stakeholder acceptance.

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