Deal Pipeline.

A kanban purpose-built for bank-FinTech partnerships. Eight named stages reflecting the actual lifecycle of an institutional deal, activity logging at every transition, stage-velocity analytics, automated compliance checkpoints, and tight coupling to the rest of the platform — Connections for messaging, Intelligence reports for analysis, CORTEX for health monitoring.

The eight stages

1. Discovery — initial conversations, mutual interest, scoping the opportunity. Typical duration: 7–21 days.
2. Due diligence — KYB refresh, security review, preliminary legal. Typical: 14–42 days. Compliance checkpoint fires here.
3. Pilot scoping — defining success criteria, timeline, integration plan. Typical: 14–30 days. Playbook generation recommended here.
4. Pilot — running live with restricted scope. Typical: 60–120 days.
5. Pilot review — scorecard against success criteria, go / no-go decision. Typical: 7–21 days.
6. Contract — commercial terms, legal, signature. Typical: 21–60 days. Second compliance checkpoint.
7. Launch — live in production, volume ramp. Typical: 14–30 days before transitioning to steady state.
8. Won / Lost — closed state. Won deals continue to be monitored under CORTEX Early Warning; Lost deals feed PRISM's feedback layer for improving future matching.

What each deal tracks

A deal card in the Pipeline is considerably richer than a typical CRM opportunity:

Activity logging

Every meaningful action against a deal is logged — not just stage changes, but the operational artifacts that regulatory examinations tend to ask about later:

• Calls — date, duration, participants, brief summary (user-entered or auto-drafted from meeting notes).
• Meetings — in-person or video; attendee list; notes or uploaded recording transcript.
• Emails — metadata only if outside TECH; full content if sent through Connections messaging.
• Documents — contracts, term sheets, diagrams, due diligence questionnaires. Each with upload timestamp, uploader, and content hash.
• Stage transitions — who moved the deal, when, with what context.
• Commercial changes — price changes, term changes, probability updates.

Pipeline analytics

The Pipeline analytics view surfaces:

• Stage conversion rates — percentage of deals that transition from each stage to the next. Compared to your historical baseline and to CORTEX industry benchmarks.
• Average time in stage — per stage, with trend vs. last quarter. Bottlenecks surface here.
• Revenue funnel — expected revenue at each stage × probability. Top-of-funnel expected revenue is always inflated; the funnel lets you see how much shrinkage happens at each stage.
• Stuck deals — the list of deals with no activity for 14+ days, surfaced at the top with explicit "why" annotations where available.
• Velocity trend — aggregate time-to-revenue for deals that closed in the last 90 / 180 / 365 days, compared to your own history and to CORTEX peer medians.

Automated compliance checkpoints

Transitions into certain stages automatically fire compliance checks:

• Due diligence entry: KYB freshness check for both sides; missing or stale KYB blocks transition until refreshed.
• Contract entry: final legal review checklist generated; partnership-type-specific items populated (e.g., co-brand card deals add "card network approval" as a required item).
• Launch entry: go-live checklist including notification to regulatory contacts where applicable, data residency verification for cross-border structures, final Trust Score confirmation.

Each checkpoint is surfaced to the owner with a specific set of actions. Until each item is marked complete or explicitly waived (with a reason), the stage transition is blocked. This replaces the "oh we forgot to check X" failure mode with explicit gating.

Integration with the rest of TECH

• PRISM matches → "Create deal" button on any match card seeds a new Pipeline deal in Discovery with the partner, links to the match, and pre-fills the Playbook slot.
• Intelligence reports → Fit Analysis, ROI Projection, and Playbook auto-link to the deal they were generated for; regenerating any of them updates the deal's linked artefacts.
• Connections messaging → every message in a Connection is also visible in the linked deal's activity timeline; the timeline is the unified view of everything that has happened.
• CORTEX Pulse → pipeline metrics (total expected revenue, deal counts by stage, stuck-deal count) feed the Pulse Dashboard.
• CORTEX Early Warning → deal-level activity patterns feed the 7-signal churn prediction for your active partnerships.
• PRISM feedback layer → deal Won and Lost outcomes feed the reinforcement layer; over time PRISM learns your org's actual partnership conversion patterns.

API surface