Workshop agenda

Four phases. One outcome.

A working agenda, not a conference programme. Each phase has an owner, a goal, and a deliverable that feeds the next. The duration flexes with the depth required.

01
Phase 1
Scope & decisions
Goal, leave this phase with every open product, commercial, and regulatory decision named, owned, and (mostly) answered.
Welcome & framing
Round of intros, the workshop's outcomes, the rules of the room.
Gangkhar Impl LeadSetup
Product walk-through (AXA)
AXA presents the insurance product end-to-end: what it covers, who it's for, how it's priced, where it's sold today.
AXA Product LeadObj. 01
Decision log: open questions
We list every open question across product, pricing, regulatory, ops. Each one gets an owner.
AllObj. 01
Distributor lens (Gangkhar-led)
Gangkhar walks through the typical distributor journey, customer experience, and the commercial trade-offs we'll need to make later. Distributors join in a follow-up session, not in Barcelona.
Gangkhar + AXAObj. 01
DeliverableDecision log of all requirements and trade-offs, with owners and answers.
02
Phase 2
Architecture
Goal, diagram of the technical interaction between Distributor ↔ Gangkhar ↔ AXA, signed-off by both tech leads.
First architecture sketch
Draft sequence on the wall, Distributor ↔ Gangkhar ↔ AXA. Quote, issuance, claim happy paths.
Tech (both sides)Obj. 02
Edge cases & errors
Cancellation, MTA, renewal, claim escalation, partial failures, idempotency, replay.
Tech (both sides)Obj. 02
Architecture sign-off
Final diagram captured digitally and committed. Identifiers and error codes locked.
Tech leadsObj. 02
DeliverableSigned-off technical architecture diagram, end-to-end.
03
Phase 3
API deep-dive
Goal, both API surfaces understood by both teams, sample payloads exchanged, mappings drafted.
AXA API deep-dive
Endpoint by endpoint: auth, payloads, callbacks, rate limits. Sample calls run live against staging.
AXA Tech LeadObj. 03
Sherpa API deep-dive
Gangkhar walks AXA through Sherpa: products, quotes, policies, claims. How AXA's product fits the model.
Gangkhar TechObj. 03
Mapping exercise
For each architecture step, mark which AXA call backs which Sherpa call. Gaps become tickets.
Tech (both sides)Obj. 03
DeliverableAnnotated AXA + Sherpa API contracts with mappings and known gaps.
04
Phase 4
PoC: configure & demo
Goal, Product Configuration Template filled, product live in Sherpa staging, live quote at the close.
Fill template, Scope → Product Basics → Settings → Plans
Sections 01-05. The structural layer of the product.
Product + TechObj. 04
Coverages, pricing, taxes, commissions
Sections 06-09. The benefit table and the money flow.
Product + InsuranceObj. 04
Lifecycle, claims, partners, payments
Sections 10-19. Operational rails.
Ops + TechObj. 04
Configure on Sherpa & live demo
Gangkhar engineers configure the product in staging. Demo: a live quote.
Gangkhar TechObj. 04
Wrap, next milestones, close
What's next, who owns what, target date to bring the first distributor in.
Impl LeadWrap
DeliverableFilled Product Configuration Template + product live in Sherpa staging with a working quote.