Workspace 01

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Workspace objective

Establish a shared understanding of the proposed initiative

This workspace captures the initiative summary, business problem, ownership, stakeholders, scope, expected outcomes, timeline and known dependencies.

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1

Describe what FCMB expects the AI Underwriting and Intelligent Call-Over initiative to achieve.

2

Focus on the current challenge rather than the proposed technology.

3

Provide the sponsor’s name, role or department where available.

4

Identify the person or department responsible for the business outcome.

5

Include business, technology, risk, compliance and operational stakeholders.

6

Include business processes, products, systems, departments and user groups.

7

State any exclusions, deferred capabilities or areas that should not be included.

8

Consider turnaround time, accuracy, risk reduction, customer experience and operational efficiency.

9

Include regulatory, strategic or operational deadlines where applicable.

10

Examples include other projects, system upgrades, vendor decisions, data availability or approvals.

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Why this information matters

This information establishes the baseline understanding of the initiative and helps identify early gaps in ownership, scope, sponsorship and expected outcomes.

Completion guidance
  • Describe the business need before describing the technology.
  • Identify confirmed information separately from assumptions.
  • Record unresolved items as not yet defined.
  • Include all relevant business and technology stakeholders.
Information captured
  • Initiative summary
  • Business problem
  • Executive sponsorship
  • Business ownership
  • Stakeholders
  • Scope and exclusions
  • Desired outcomes
  • Timeline and dependencies