Data Insights

Date: 2025-09-03 · Duration: 75.9000015258789 min Organizer: Nader Attendees: Nader, Ahmad, Mike, Martin

Summary

• Identified 500/400 errors in NA10 workflow due to corrupt files; implemented a 5-attempt retry mechanism for improved error handling.
• Adjusted temperature setting for AI model from 0.2 to 0.1 to reduce randomness in outputs; decision made to avoid significant changes to NA10, focusing on new platform.
• Proposed two-tier design for Document Dump AI: Simple MVP with single context vs. Complex multi-agent system with document classification as a key requirement.
• Recommended JSON patch operations for incremental updates, avoiding full regeneration of outputs to enhance efficiency in the design process.
• UX strategy emphasizes AI pre-populating fields in forms, acknowledging user preference for minimal manual input and maximum automation.
• Established a visual indicator system for AI-filled fields based on confidence scoring to improve user experience.
• Bin fee investigation revealed a 0.25% fee impact on medium/high-risk merchants, necessitating a review of prediction model errors for E-commerce transactions.
• Discovered significant correlation between risk levels and merchant sales, emphasizing the need for accurate fee structure understanding in Schedule A agreements.

Action Items

• Martin Elias Costa Continue design documentation incorporating feedback on document classification requirement and Pay Engine validation (55:44) Create PoC testing Pay Engine validation as AI agent tool before full implementation (56:22) Generate JSON schema for application form to support both simple and complex approaches (52:49) Recalculate commission model predictions including bin fee data from residual reports (15:00) Create collaborative whiteboard design using NA10 or similar visual tool for architecture planning (40:11)

Michael Wright Provide examples of sales rep document dumps and typical merchant file submissions (56:32) Identify application fields that will never be available from uploaded documents (52:39) Test updated NA10 statement analyzer with new temperature and retry settings (23:44) Continue commission analysis discussion with Martin after main meeting (15:11)

Ahmadreza Abdoli Save NA10 workflow changes including temperature adjustment and retry configuration (23:49) Coordinate with development team on document dump feature implementation when tasks are defined (57:05)

Raymond Implement file type restrictions to only accept PDF uploads for statement analyzer (09:16)