Knowledge Graph
459 nodes and 314 edges connecting tasks, people, documents, decisions, and meetings.
Graph at a Glance
313
Chunks
47
Meetings
32
Tasks
17
Documents
15
Persons
15
Decisions
10
Chapters
7
Initiatives
3
Vendors
314
Edges
Initiative Delivery
AIMorfoo Co-Pilot
5/8 (63%)
CORPBuild Morfoo Operational Intelligence Platform
6/9 (67%)
CORPComplete the Morfoo Transition
0/4 (0%)
GROWGrow & Retain the Customer Base
1/4 (25%)
PRODShip a Reliable Loan Engine
0/5 (0%)
PRODIntegrate CRM into the Morfoo Offering
0/2 (0%)
Evidence Gaps
Committed tasks with no evidence documents linked.
CORP-03Deliver first commit reviewNoah Staitman
GROW-10Draft off-process disclosure document for outside processing customersNoah Staitman
PROD-01Customers can originate through Fannie Mae DUHough van Wyk
PROD-20Provision Fannie Mae DU credentials for each customerAutumn Baskins
PROD-21Integrate UWM API for in-software loan submission and conditions managementHough van Wyk
Blocking Chains
Tasks that block other tasks from starting.
In ProgressPROD-20: Provision Fannie Mae DU credentials for each customer
blocksIn ProgressPROD-01: Customers can originate through Fannie Mae DU
Entity Connections
What's connected to what in the knowledge graph. Most connected entities first.
PersonNoah Staitman49
owns→TaskAgree product roadmap with Marc — AI and CRM features
owns→TaskLOs and processors can get real-time help in the LOS
owns→TaskShip the Morfoo Co-Pilot to production-ready
owns→TaskBuild the RAG knowledge base (V2)
owns→TaskBuild the faithfulness eval system
owns→TaskShip magic link auth and customer demo
owns→TaskShip CI/CD and code quality infrastructure
owns→TaskBuild LMS training content for LOS onboarding
owns→TaskStand up the operational intelligence system
owns→TaskSet up meeting ingestion infrastructure
owns→TaskDeliver first commit review
owns→TaskRebrand all product surfaces and URLs to Morfoo
owns→TaskShut down Avenu email infrastructure
owns→TaskCommunicate brand change to agents and consumers
owns→TaskBuild repeatable Jira monitoring into the sweep
owns→TaskBuild Google Drive artifact discovery sweep
owns→TaskEnable exec team to query the system conversationally
owns→TaskComplete Jira, Slack, and internal systems migration to Morfoo
owns→TaskRewrite knowledge graph schema to Cypher-native Neo4j
owns→TaskContainerize frontend with Docker
owns→TaskDeploy Neo4j Community Edition on Railway
owns→TaskDraft off-process disclosure document for outside processing customers
owns→InitiativeBuild Morfoo Operational Intelligence Platform
owns→InitiativeMorfoo Co-Pilot
owns→InitiativeMorfoo Document Intelligence
mentioned in→MeetingWeekly Account Management Update — Apr 6
mentioned in→MeetingWeekly Exec Meeting — Apr 1
mentioned in→MeetingPre-Exec Meeting — Mar 25
mentioned in→MeetingMar 4 Exec
mentioned in→MeetingMar 5 Autumn/Noah
mentioned in→MeetingMar 9 Account Mgmt
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 12 Autumn/Noah
mentioned in→MeetingMar 16 Account Mgmt
mentioned in→MeetingMar 19 Autumn/Noah
mentioned in→MeetingMar 20 Exec (meeting link confusion)
mentioned in→MeetingMar 20 AI Borrower
mentioned in→MeetingMar 20 Quadaid/Alex
mentioned in→MeetingMar 20 Exec seg2
mentioned in→MeetingMar 25 Exec seg2
mentioned in→MeetingMar 26 Autumn/Noah
mentioned in→MeetingMar 30 Account Mgmt
mentioned in→MeetingMar 31 Mitchell
mentioned in→MeetingMar 31 Dora/Howie
mentioned in→MeetingApr 2 Autumn/Noah
mentioned in→MeetingApr 2 Noah/Hough
created→DocumentOIS Vision
created→DocumentRAG Analyst Workflow
created→DocumentRAG Analyst Getting Started
PersonHoward Kaplan26
owns→TaskClose and onboard new customers to the marketplace model
created→DocumentCustomer Transition List
created→DocumentLoans in KC Agreement
created→DocumentCustomer LLC Filings
created→DocumentVendor Management
created→DocumentCarolinas Dedicated Processor Agreement
created→DocumentNew Hire Start Dates and Training
created→DocumentAvenu LLC Agreement - Dedicated Processor (Carolinas) - Signed
mentioned in→MeetingWeekly Account Management Update — Apr 6
mentioned in→MeetingWeekly Exec Meeting — Apr 1
mentioned in→MeetingPre-Exec Meeting — Mar 25
mentioned in→MeetingMar 4 Exec
mentioned in→MeetingMar 9 Account Mgmt
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 16 Account Mgmt
mentioned in→MeetingMar 19 Autumn/Noah
mentioned in→MeetingMar 20 Quadaid/Alex
mentioned in→MeetingMar 20 Exec seg2
mentioned in→MeetingMar 23 Account Mgmt
mentioned in→MeetingMar 25 Exec seg2
mentioned in→MeetingMar 26 Autumn/Noah
mentioned in→MeetingMar 27 Processing Loans in KC
mentioned in→MeetingMar 30 Account Mgmt
mentioned in→MeetingMar 31 Mitchell
mentioned in→MeetingMar 31 Dora/Howie
created→DocumentLoans in KC Contract Discussion
PersonAutumn Baskins16
mentioned in→MeetingWeekly Account Management Update — Apr 6
mentioned in→MeetingMar 5 Autumn/Noah
mentioned in→MeetingMar 9 Account Mgmt
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 12 Autumn/Noah
mentioned in→MeetingMar 16 Account Mgmt
mentioned in→MeetingMar 19 Autumn/Noah
mentioned in→MeetingMar 20 AI Borrower
mentioned in→MeetingMar 20 Quadaid/Alex
mentioned in→MeetingMar 20 Exec seg2
mentioned in→MeetingMar 23 Account Mgmt
mentioned in→MeetingMar 26 Autumn/Noah
mentioned in→MeetingMar 30 Account Mgmt
mentioned in→MeetingMar 31 Mitchell
mentioned in→MeetingApr 2 Autumn/Noah
owns→TaskProvision Fannie Mae DU credentials for each customer
PersonHough van Wyk15
owns→TaskCustomers can originate through Fannie Mae DU
owns→TaskThe loan workflow works end-to-end without workarounds
owns→TaskCore engine runs stable under production load
owns→TaskLOs can see and manage their clients and leads in one place
owns→TaskLOs can send email and SMS from the LOS
owns→TaskIntegrate UWM API for in-software loan submission and conditions management
owns→InitiativeShip a Reliable Loan Engine
owns→InitiativeIntegrate CRM into the Morfoo Offering
mentioned in→MeetingWeekly Exec Meeting — Apr 1
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 20 Exec (meeting link confusion)
mentioned in→MeetingMar 20 Exec seg2
mentioned in→MeetingMar 25 Exec seg2
mentioned in→MeetingApr 2 Noah/Hough
owns→TaskComplete Jira, Slack, and internal systems migration to Morfoo
DocumentExec Meeting Running Notes13
is about→InitiativeBuild Morfoo Operational Intelligence Platform
is about→InitiativeComplete the Morfoo Transition
is about→InitiativeShip a Reliable Loan Engine
is about→InitiativeIntegrate CRM into the Morfoo Offering
is about→InitiativeMorfoo Co-Pilot
is about→InitiativeMorfoo Document Intelligence
is about→InitiativeGrow & Retain the Customer Base
created by←PersonMarc Diana
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
InitiativeBuild Morfoo Operational Intelligence Platform13
has task←TaskStand up the operational intelligence system
has task←TaskSet up meeting ingestion infrastructure
has task←TaskDeliver first commit review
has task←TaskBuild repeatable Jira monitoring into the sweep
has task←TaskBuild Google Drive artifact discovery sweep
has task←TaskEnable exec team to query the system conversationally
has task←TaskRewrite knowledge graph schema to Cypher-native Neo4j
has task←TaskContainerize frontend with Docker
has task←TaskDeploy Neo4j Community Edition on Railway
owned by←PersonNoah Staitman
referenced in←DocumentExec Meeting Running Notes
affected by←DecisionInternal operational intelligence uses Neo4j + pgvector + Pinecone read
affected by←DecisionNoah builds deploy as Docker/ECS, TypeScript/Next.js, split repos for dev team handoff
PersonMarc Diana12
owns→TaskTransition existing customers to the new operating model
owns→TaskLaunch growth program with Mitchell / 3-Point
owns→InitiativeComplete the Morfoo Transition
owns→InitiativeGrow & Retain the Customer Base
mentioned in→MeetingWeekly Account Management Update — Apr 6
mentioned in→MeetingWeekly Exec Meeting — Apr 1
created→DocumentAI Framework
created→DocumentExec Meeting Running Notes
owns→TaskRebrand all product surfaces and URLs to Morfoo
owns→TaskShut down Avenu email infrastructure
owns→TaskCommunicate brand change to agents and consumers
owns→TaskClose and onboard new customers to the marketplace model
PersonMitchell Hamilton12
mentioned in→MeetingWeekly Account Management Update — Apr 6
mentioned in→MeetingWeekly Exec Meeting — Apr 1
mentioned in→MeetingPre-Exec Meeting — Mar 25
mentioned in→MeetingMar 4 Exec
mentioned in→MeetingMar 9 Account Mgmt
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 16 Account Mgmt
mentioned in→MeetingMar 20 Exec seg2
mentioned in→MeetingMar 23 Account Mgmt
mentioned in→MeetingMar 25 Exec seg2
mentioned in→MeetingMar 30 Account Mgmt
mentioned in→MeetingMar 31 Mitchell
PersonThomas Ciarrocchi10
mentioned in→MeetingWeekly Account Management Update — Apr 6
mentioned in→MeetingWeekly Exec Meeting — Apr 1
mentioned in→MeetingMar 9 Account Mgmt
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 16 Account Mgmt
mentioned in→MeetingMar 19 Autumn/Noah
mentioned in→MeetingMar 23 Account Mgmt
mentioned in→MeetingMar 25 Exec seg2
mentioned in→MeetingMar 30 Account Mgmt
mentioned in→MeetingMar 31 Mitchell
InitiativeMorfoo Co-Pilot10
has task←TaskAgree product roadmap with Marc — AI and CRM features
has task←TaskLOs and processors can get real-time help in the LOS
has task←TaskShip the Morfoo Co-Pilot to production-ready
has task←TaskBuild the RAG knowledge base (V2)
has task←TaskBuild the faithfulness eval system
has task←TaskShip magic link auth and customer demo
has task←TaskShip CI/CD and code quality infrastructure
has task←TaskBuild LMS training content for LOS onboarding
owned by←PersonNoah Staitman
referenced in←DocumentExec Meeting Running Notes
DocumentAI Framework9
is evidence for→TaskAgree product roadmap with Marc — AI and CRM features
created by←PersonMarc Diana
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
CHUNK_OF←Chunk
PersonKacy Bell9
mentioned in→MeetingWeekly Account Management Update — Apr 6
mentioned in→MeetingWeekly Exec Meeting — Apr 1
mentioned in→MeetingMar 4 Exec
mentioned in→MeetingMar 9 Account Mgmt
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 20 Exec seg2
mentioned in→MeetingMar 23 Account Mgmt
mentioned in→MeetingMar 30 Account Mgmt
mentioned in→MeetingMar 31 Mitchell
InitiativeGrow & Retain the Customer Base8
has task←TaskTransition existing customers to the new operating model
has task←TaskLaunch growth program with Mitchell / 3-Point
has task←TaskClose and onboard new customers to the marketplace model
has task←TaskDraft off-process disclosure document for outside processing customers
owned by←PersonMarc Diana
referenced in←DocumentExec Meeting Running Notes
referenced in←DocumentLoans in KC Contract Discussion
referenced in←DocumentCustomer Transition List
TaskTransition existing customers to the new operating model7
belongs to→InitiativeGrow & Retain the Customer Base
owned by←PersonMarc Diana
has evidence←DocumentCustomer Transition List
has evidence←DocumentAvenu LLC Agreement - Dedicated Processor (Carolinas) - Signed
has evidence←DocumentQuadaid Processing Service Agreement
has evidence←DocumentCarolinas Dedicated Processor Agreement
has evidence←DocumentLoans in KC Agreement
PersonPat7
mentioned in→MeetingMar 4 Exec
mentioned in→MeetingMar 11 Exec
mentioned in→MeetingMar 16 Account Mgmt
mentioned in→MeetingMar 20 Exec seg2
mentioned in→MeetingMar 23 Account Mgmt
mentioned in→MeetingMar 25 Exec seg2
mentioned in→MeetingMar 31 Mitchell
Relationship Map
All edges in the knowledge graph.
| From | Relationship | To |
|---|---|---|
| MeetingMar 23 Account Mgmt | is about | ChapterIntroLend Home Results, LLC |
| MeetingMar 25 Exec seg2 | is about | ChapterNew South Lending |
| DocumentExec Meeting Running Notes | is about | InitiativeGrow & Retain the Customer Base |
| MeetingWeekly Account Management Update — Apr 6 | is about | ChapterLoans In KC, LLC |
| MeetingMar 12 Autumn/Noah | is about | ChapterWilkens Peak Finance, LLC |
| MeetingMar 16 Account Mgmt | is about | ChapterNew South Lending |
| DocumentLoans in KC Contract Discussion | is about | InitiativeGrow & Retain the Customer Base |
| MeetingMar 16 Account Mgmt | is about | ChapterRE Mortgage Advisors, LLC |
| DocumentExec Meeting Running Notes | is about | InitiativeIntegrate CRM into the Morfoo Offering |
| MeetingWeekly Account Management Update — Apr 6 | is about | ChapterNew South Lending |
| MeetingMar 20 Exec seg2 | is about | ChapterNew South Lending |
| MeetingWeekly Account Management Update — Apr 6 | is about | ChapterIntroLend LLC Carolinas |
| MeetingMar 4 Exec | is about | ChapterIntroLend Home Results, LLC |
| MeetingWeekly Account Management Update — Apr 6 | is about | ChapterCentral Valley Home Lending, LLC |
| MeetingMar 16 Account Mgmt | is about | ChapterWilkens Peak Finance, LLC |
| MeetingMar 16 Account Mgmt | is about | ChapterIntroLend Home Results, LLC |
| MeetingMar 30 Account Mgmt | is about | ChapterCentral Valley Home Lending, LLC |
| MeetingMar 16 Account Mgmt | is about | ChapterEchelon Home Loans |
| DocumentExec Meeting Running Notes | is about | InitiativeMorfoo Document Intelligence |
| DocumentExec Meeting Running Notes | is about | InitiativeMorfoo Co-Pilot |
| DocumentExec Meeting Running Notes | is about | InitiativeShip a Reliable Loan Engine |
| DocumentExec Meeting Running Notes | is about | InitiativeBuild Morfoo Operational Intelligence Platform |
| MeetingMar 31 Mitchell | is about | ChapterLoans In KC, LLC |
| MeetingMar 16 Account Mgmt | is about | ChapterCentral Valley Home Lending, LLC |
| MeetingMar 27 Processing Loans in KC | is about | ChapterLoans In KC, LLC |
| MeetingMar 30 Account Mgmt | is about | ChapterNew South Lending |
| MeetingMar 9 Account Mgmt | is about | ChapterCentral Valley Home Lending, LLC |
| MeetingMar 9 Account Mgmt | is about | ChapterNew South Lending |
| MeetingMar 5 Autumn/Noah | is about | ChapterWilkens Peak Finance, LLC |
| MeetingMar 26 Autumn/Noah | is about | ChapterNew South Lending |
| MeetingMar 31 Mitchell | is about | ChapterWilkens Peak Finance, LLC |
| DocumentCustomer Transition List | is about | InitiativeGrow & Retain the Customer Base |
| MeetingMar 11 Exec | is about | ChapterIntroLend Home Results, LLC |
| MeetingMar 9 Account Mgmt | is about | ChapterIntroLend Home Results, LLC |
| MeetingMar 30 Account Mgmt | is about | ChapterIntroLend Home Results, LLC |
| MeetingMar 31 Mitchell | is about | ChapterCentral Valley Home Lending, LLC |
| MeetingMar 31 Mitchell | is about | ChapterNew South Lending |
| MeetingMar 31 Mitchell | is about | ChapterIntroLend Home Results, LLC |
| MeetingMar 20 Exec seg2 | is about | ChapterLoans In KC, LLC |
| MeetingMar 20 Exec seg2 | is about | ChapterIntroLend Home Results, LLC |
| MeetingWeekly Account Management Update — Apr 6 | is about | ChapterRE Mortgage Advisors, LLC |
| MeetingWeekly Account Management Update — Apr 6 | is about | ChapterIntroLend Home Results, LLC |
| MeetingApr 2 Autumn/Noah | is about | ChapterWilkens Peak Finance, LLC |
| DocumentAvenu LLC Agreement - Dedicated Processor (Carolinas) - Signed | is about | ChapterIntroLend LLC Carolinas |
| DocumentQuadaid Processing Service Agreement | is about | VendorQuadaid |
| DocumentExec Meeting Running Notes | is about | InitiativeComplete the Morfoo Transition |
| MeetingMar 23 Account Mgmt | is about | ChapterLoans In KC, LLC |
| MeetingMar 30 Account Mgmt | is about | ChapterWilkens Peak Finance, LLC |
| MeetingMar 4 Exec | is about | ChapterCentral Valley Home Lending, LLC |
| MeetingMar 12 Autumn/Noah | is about | ChapterIntroLend Home Results, LLC |
| MeetingWeekly Exec Meeting — Apr 1 | is about | ChapterLoans In KC, LLC |
| MeetingMar 23 Account Mgmt | is about | ChapterCentral Valley Home Lending, LLC |
| MeetingWeekly Exec Meeting — Apr 1 | is about | ChapterIntroLend Home Results, LLC |
| MeetingWeekly Exec Meeting — Apr 1 | is about | ChapterIntroLend LLC Carolinas |
| MeetingMar 23 Account Mgmt | is about | ChapterEchelon Home Loans |
| MeetingMar 25 Exec seg2 | is about | ChapterIntroLend Home Results, LLC |
| MeetingMar 23 Account Mgmt | is about | ChapterNew South Lending |
| MeetingMar 4 Exec | is about | ChapterIntroLend LLC Carolinas |
| MeetingMar 23 Account Mgmt | is about | ChapterWilkens Peak Finance, LLC |
| MeetingMar 25 Exec seg2 | is about | ChapterWilkens Peak Finance, LLC |
| DecisionNoah builds deploy as Docker/ECS, TypeScript/Next.js, split repos for dev team handoff | affects | InitiativeBuild Morfoo Operational Intelligence Platform |
| DecisionInternal operational intelligence uses Neo4j + pgvector + Pinecone read | affects | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskProvision Fannie Mae DU credentials for each customer | belongs to | InitiativeShip a Reliable Loan Engine |
| TaskBuild repeatable Jira monitoring into the sweep | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskLOs can send email and SMS from the LOS | belongs to | InitiativeIntegrate CRM into the Morfoo Offering |
| TaskLOs can see and manage their clients and leads in one place | belongs to | InitiativeIntegrate CRM into the Morfoo Offering |
| TaskCommunicate brand change to agents and consumers | belongs to | InitiativeComplete the Morfoo Transition |
| TaskCore engine runs stable under production load | belongs to | InitiativeShip a Reliable Loan Engine |
| TaskShip CI/CD and code quality infrastructure | belongs to | InitiativeMorfoo Co-Pilot |
| TaskThe loan workflow works end-to-end without workarounds | belongs to | InitiativeShip a Reliable Loan Engine |
| TaskShut down Avenu email infrastructure | belongs to | InitiativeComplete the Morfoo Transition |
| TaskCustomers can originate through Fannie Mae DU | belongs to | InitiativeShip a Reliable Loan Engine |
| TaskShip the Morfoo Co-Pilot to production-ready | belongs to | InitiativeMorfoo Co-Pilot |
| TaskDraft off-process disclosure document for outside processing customers | belongs to | InitiativeGrow & Retain the Customer Base |
| TaskRebrand all product surfaces and URLs to Morfoo | belongs to | InitiativeComplete the Morfoo Transition |
| TaskClose and onboard new customers to the marketplace model | belongs to | InitiativeGrow & Retain the Customer Base |
| TaskShip magic link auth and customer demo | belongs to | InitiativeMorfoo Co-Pilot |
| TaskLaunch growth program with Mitchell / 3-Point | belongs to | InitiativeGrow & Retain the Customer Base |
| TaskDeliver first commit review | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskTransition existing customers to the new operating model | belongs to | InitiativeGrow & Retain the Customer Base |
| TaskDeploy Neo4j Community Edition on Railway | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskSet up meeting ingestion infrastructure | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskContainerize frontend with Docker | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskBuild the faithfulness eval system | belongs to | InitiativeMorfoo Co-Pilot |
| TaskRewrite knowledge graph schema to Cypher-native Neo4j | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskStand up the operational intelligence system | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskBuild the RAG knowledge base (V2) | belongs to | InitiativeMorfoo Co-Pilot |
| TaskComplete Jira, Slack, and internal systems migration to Morfoo | belongs to | InitiativeComplete the Morfoo Transition |
| TaskEnable exec team to query the system conversationally | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskAgree product roadmap with Marc — AI and CRM features | belongs to | InitiativeMorfoo Co-Pilot |
| TaskLOs and processors can get real-time help in the LOS | belongs to | InitiativeMorfoo Co-Pilot |
| TaskBuild Google Drive artifact discovery sweep | belongs to | InitiativeBuild Morfoo Operational Intelligence Platform |
| TaskIntegrate UWM API for in-software loan submission and conditions management | belongs to | InitiativeShip a Reliable Loan Engine |
| TaskBuild LMS training content for LOS onboarding | belongs to | InitiativeMorfoo Co-Pilot |
| TaskProvision Fannie Mae DU credentials for each customer | blocks | TaskCustomers can originate through Fannie Mae DU |
| Chunk | CHUNK_OF | DocumentAI Framework |
| Chunk | CHUNK_OF | DocumentAI Framework |
| Chunk | CHUNK_OF | DocumentAI Framework |
| Chunk | CHUNK_OF | DocumentAI Framework |
| Chunk | CHUNK_OF | DocumentAI Framework |