Tri produkčné release-y, jedna agentic vízia
Klient explicitne segmentoval funkcionalitu cez 3 ročné fázy v internej prezentácii (materials/NextGen_Prezentacia/, 9 slidov). Každá fáza dodáva production-ready value, posledná fáza naplňuje agent-twin víziu.
[PhaseTimeline interactive widget — Phase 4 Task 4.1]
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Diagram — NextGen Sales Platform 3-fázový delivery plán (2026–2028)
Foundation + Customer 360
C360, Karta klienta, Kampaňový manažment + úzky AI (chat-bot na VPP).
Documents + APK
Document repository, semantic search, nová verzia Analýzy potrieb klienta.
Full agentic CRM
AI Sales asistent, Karta agenta, agent twin a two-agent communication.
Foundation + Customer 360 — produkčný release pre 2 000+ obchodníkov
Phase 1 stavia dátový a integračný fundament celej platformy. UX pattern je standalone sidecar SPA — agent má dva taby (existujúce posAm CRM + náš sidecar). Žiadny write-back do posAm, žiadny vendor conflict.
Funkčný scope
- Customer Entity (C360) — jediný dátový zdroj pre platformu, 360° pohľad na klienta
- Karta klienta — záložky Údaje / Zmluvy / Poistné udalosti / Kampane, prepojenie na Úlohy/Kalendár/APK/AMC/ZoR/ID
- Kampaňový manažment — automatizované + manuálne all-in-one kampane (HQ), vlastné kampane agenta, prioritizácia, štatistiky úspešnosti
- Power BI Dashboard — prehľad aktivít, narodeniny, výpovede, neplatiči
- MS Outlook Kalendár + MS Planner Úlohy integrácie
- Úzky AI Produktový asistent — chat-bot na poistné podmienky (VPP)
Architecture deliverables
- Multi-tier infraštruktúra v landing zone v súlade s AT štandardmi
- MCP server tier s 5 adaptermi: customer, dwh, graph, internal, vpp
- Auth integration s Allianz Azure AD (OIDC + conditional access)
- Cost & monitoring dashboards live od Day 1 (Application Insights, Sentinel)
- Postgres Flexible Server (HA) — chat history, kampane, audit log
- Redis Premium cache (5–15 min TTL) s toggle „cache-off“ mode
Documents + APK — vector store ako nová core capability
Phase 2 dovŕša dátový fundament o štruktúrované dokumenty (produktové novinky, výhody, provízny poriadok, návody) a otvára AI-assisted Analýzu potrieb klienta. AI scope je stredný — semantic search a guided APK workflow.
Funkčný scope
- Document repository — produktové novinky, výhody, provízny poriadok, návody
- Vector-indexed knowledge base (semantic search nad VPP a produktmi)
- Analýza potrieb klienta (APK) — nová verzia, AI-assisted workflow
- Document ingestion pipeline cez Azure Document Intelligence (OCR → chunking → embeddings)
Architecture deliverables
- Document ingestion pipeline: Azure Document Intelligence OCR → embeddings → vector store
- Nový MCP server: mcp-allianz-documents-server
- APK domain model + UI komponenty
- Embeddings caching layer — refresh on content change only
Full agentic CRM — agent twin a two-agent communication
Phase 3 napĺňa sponzorovu end-state víziu: každý obchodník má AI agent twin, každý zákazník má AI agent, agenti spolu komunikujú. AI scope je plný — multi-agent orchestration, X-sell engine, sales coaching loop.
Funkčný scope
- AI Sales asistent — X-sell, spracovanie dát → odporúčanie produktu, princíp chat bota
- Integration s Next Best Offer engine, prioritizácia leadov
- Karta agenta — obchodné výsledky (umiestnenie v lige, aktuálna produkcia, chýbajúca produkcia do vyššej úrovne)
- Edukácia — absolvované školenia, nadchádzajúce školenia, gamifikácia
- Agent twin / two-agent communication — agent obchodníka a agent klienta komunikujú (klientova end-state vízia)
Architecture deliverables
- Multi-agent runtime postavený na Anthropic SDK + MCP foundations z Phase 1
- Nové MCP servery: mcp-allianz-agent-twin-server, mcp-allianz-x-sell-server, mcp-allianz-leagues-server
- Optional: ADP-SK adapter ak je do tej doby GA
- Agent observability layer — tracing, eval pipelines, model performance monitoring
Phase 3 je technicky dosiahnuteľný iba vtedy, ak Phase 1 stavia MCP-natívny fundament. Konzervatívna varianta (čisto v súlade s AT bez inovácie) by Phase 3 architektonicky znemožnila.
Každá fáza stavia priamo na dátach a abstrakciách predchádzajúcej
Závislosti medzi fázami sú explicitné a sledovateľné. Phase 1 dodáva C360 schému, MCP fundament a multi-tier infraštruktúru, na ktorých Phase 2 a Phase 3 priamo budujú.
Phase 1 (2026) ──┬─► Phase 2 (2027) ──┬─► Phase 3 (2028)
│ │
C360 schema │ │
MCP fundament │ │
AT alignment │ │
Multi-tier inf│ │
│ │
│ APK domain │
│ Vector store │
│ Document pipeline │
│ │
│ │ Agent twin runtime
│ │ X-sell engine
│ │ ADP-SK adapter
│ │ (if available)Klientova interná prezentácia (materials/NextGen_Prezentacia/, 9 slidov) je primárny zdroj funkčného scope. Tento brief nereinterpretuje funkcionalitu — len ju mapuje na architektonický plán.