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Santander

Production66At risk

Started — · daniel.anisoreac@noxus.ai · last activity today

Linear Granola
No start date, so neither commitment is being measured — this account’s “0 missed” means nobody is counting, not that nothing is late.

Where this stands

vicente@noxus.ai · today

Status: The SofIA use case is live and ClassifAI is in development. The infrastructure and Editor v2 tracks have not started development work.
Shipped (last 7 days):

  • Supported Gabriel Botelho on a CV agent issue (DEP-649).
  • Unblocked the ClassifAI track by getting feedback from Diogo Solipa (DEP-611).
  • Fixed a bug preventing KB citations from linking to the original SharePoint page (DEP-472).
  • Fixed SofIA bugs from the second round of user feedback (DEP-471).
  • Built a middleware proof of concept (DEP-524).

In progress:

  • Migrating SofIA flows from V1 to V2 (DEP-411, due 2026-10-21).
  • Detecting unauthenticated senders for ClassifAI (DEP-255).

Blocked:

  • Waiting on Juan (Santander) to remove a SonarQube rule from the deployment pipeline (DEP-352).
  • ClassifAI attachment ingestion is blocked on a new Salesforce API from Santander (DEP-254).

Next milestone: Use case · ClassifAI, email classification & routing (no date agreed).

Auto-updated from Linear on 2026-10-25.

Relationship

Linked deployments14 linked
Santander CC - DEVdeployedSantander GLOBAL - PRE IIdeployedSantander Global - CERTdeployedSantander Global - CERT IIdeployedSantander Global - DEVdeployedSantander Global - PRE PRODdeployedSantander PT - DEVdeployedSantander PT - PREdeployedSantander PT - PRODdeployedSantander SCF - DevdeployedSantander SCF - Dev IIdeployedSantander UK - DEVdeployedSantander US - DEVdeployedSantander Wealth - DEVdeployed

Health

66At risk
Baseline estimate100
Commercial model undefined (medium risk)-5
3 open blockers-20
Scale: 1.1M ops this cycle7
2 breached track SLAs-16
Effective health66

Estimate set 14d ago by vicente@noxus.ai

Commitments

counted from the start date
Functional deploymentno start date
First use case liveno start date
Deploy within (days)
Live within (days)

Changes to these commitments

  • Go-live date — Editor v2 — Temas unset → 2026-09-18 · 09 Sept 2026 · jose@noxus.ai
    “Urgent — Lourenço needs this done this week or next (agreed deadline end of next week)”

Deployments

Current cycle · 11 builds in use · 14 behind

DeploymentVersionAI OpsCapacityMoMOverageToken $Tenants
Santander CC - DEVdeployed1.1.143d behind00%————
Santander GLOBAL - PRE IIdeployed1.10.43d behind100%-97.6%—$0.1311
Santander Global - CERTdeployed10c78fb-20260316T2242393d behind00%————
Santander Global - CERT IIdeployed1.1.263d behind00%————
Santander Global - DEVdeployed1.10.13d behind58K5.8%+363.2%—$637.442
Santander Global - PRE PRODdeployed1.1.173d behind00%————
Santander PT - DEVdeployed1.9.43d behind456K4.6%+26.2%—$542.733
Santander PT - PREdeployed1.9.43d behind303K3%+30.7%—$179.503
Santander PT - PRODdeployed1.9.43d behind252K2.5%+19.5%—$402.822
Santander SCF - Devdeployedee0e075-20260415T0741493d behind00%————
Santander SCF - Dev IIdeployed7ffaafc-20260414T1227233d behind00%————
Santander UK - DEVdeployed1.1.263d behind00%————
Santander US - DEVdeployed1.1.343d behind00%————
Santander Wealth - DEVdeployedde151ad-20260312T1144103d behind00%————
Total1.1M—$1,762.62

Next actions

1 open

Discuss case management and tables with Santander

Need to talk with Santander about case management and tables.

jose@noxus.ai · no date

Blocked on

3 open · 1 past the date we needed them by

Remove the SonarQube duplicated-code rule from the pipelinehighCustomeroverdue

[Linear DEP-352 · 0a1e0050] Unblocks the SofIA production promotion.

Waiting on Juan · raised 11 Oct 2026 (15d ago) · needed by 21 Oct 2026

OData table-read services not yet publishedmediumCustomer

ClassifAI needs OData table-read services published by Ricardo Perleques.

Waiting on Ricardo Perleques · ClassifAI — email classification & routing · raised 28 Aug 2026 (59d ago)

New Salesforce cases API to enable attachment ingestionlowCustomer

[Linear DEP-254 · aa651915] Unblocks attachment ingestion for ClassifAI.

Waiting on Santander · ClassifAI — email classification & routing · raised 11 Oct 2026 (15d ago)

Feedback on ClassifAI taxonomy and next stepshighCustomer

[Linear DEP-611 · d25918d7] Unblocks defining the focus and next steps for ClassifAI.

Waiting on Diogo Pais Solipa · ClassifAI — email classification & routing · raised 19 Oct 2026 (7d ago) · needed by 20 Oct 2026

Get access for Diogo Branco and Daniel AnisoreacmediumCustomer

[Linear DEP-407 · aeb9d043] Access to the Santander environment.

Waiting on Diogo Pais Solipa · raised 11 Oct 2026 (15d ago) · needed by 13 Oct 2026

Tracks

Use cases, infra deployment and process transformation — each with its own stage timeline and SLA

Hybrid deployment (PT + Global environments)Infra deploymentin production

14 deployed environments across PT (DEV/PRE/PROD), Global (DEV/CERT/CERT II/PRE/PRE II), SCF, CC, UK, US, Wealth. Uses Santander's own LLMs. PT PROD is live.

In Production since 28 Aug 2026
SofIA — internal knowledge agentUse casein production

Notion "Internal Knowledge Agent" (Mar 2026). Knowledge agent for branch staff over public site, commercial windows, circulars and SharePoint normatives; cited references; role-based access. Live pilot with daily standups (Aug 2026). Known quality issues: 25-retrieval cap, source priority not respected, response variability after 5–6 messages. Phase 2 plan due end of next week.

In Live since 28 Aug 2026Champion: Diogo Pais Solipa, Business sign-off
ClassifAI — email classification & routingUse case30d over

Email classification and routing for shared inboxes (tens of thousands of emails/month); intent/treatment taxonomy with 24 intent types defined; automated first-pass resolution. Starting development Aug/Sep 2026. Depends on OData table-read services from Ricardo Perleques. Contacts: João Pedro Reis (SQL side), Susana Figueiredo e Silva.

In In development since 28 Aug 2026stage: 30d overto production: 60d left
Editor v2 — TemasUse case34d over

URGENT — owner: Lourenço. Temas: (1) Validação com cyber/Juan; (2) Nodes/integrações ativas/desativadas.

In Idea since 09 Sept 2026stage: 34d overto production: 38d over

Key people

6 active

Diogo Pais SolipaChampionprimary

Technical / product lead — SofIA business sign-off · diogo.solipa@santander.pt

Daily standup attendee.

Susana Figueiredo e SilvaSponsor

Delivery governance — bridge to technology · susana.figueiredo.silva@santander.pt

João Pedro ReisTechnical

Email automation / SQL · joaop.reis@santander.pt

Ricardo PerlequesTechnical

OData / SQL integration owner · ricardo.perleques@santander.pt

Gabriel Jacinto BotelhoEnd user

no title · gabriel.botelho@santander.pt

Daily standup, active.

José Maria Rodrigues de FreitasOther

External services team · josema.freitas@servexternos.santander.pt

Tickets

9 open of 28 · 2 missed SLA · 82% met

9
Open
19
Closed
9
Within SLA
2
Missed SLA
0
At risk
DEV-2382Widget deployment: configurable position, free drag and edge snapping, emitted in the generated embed codeBackloghannah
DEV-1911Widget JWT deferred chats not showing in Past Chats tabTodohannah
DEV-2199Agent chat UI strings not localized: action tooltips, relative timestamps and default conversation titles render in EnglishTodoLuis Bernardo
DEV-2374Workspace secret bound to a Service Principal connection is sent to Microsoft as the literal `$workspace/<name>` string; connection shows Active while SharePoint/OneDrive/Outlook/Teams nodes failTriageJoão Vicente
DEV-2146Support ABAC based AWS Pod IdentityTriageandre@noxus.ai
DEV-2364Flow ingestion run disappears from the KB ingestion-runs list once its documents are deletedTodoPedro Lopes
DEV-1994Santander requests API version visibility per platform versionBacklogandre@noxus.ai
DEV-1995Add limits for table operations to prevent platform degradationBacklogandre@noxus.ai
DEV-2145Support JFrog integration in SandboxTriageLuis Bernardo

Risks

What could still go wrong. Open risks subtract from health — less than a penalty, because they haven't happened yet.

medium

Commercial model undefined

Contract model (FTE / T&M / fixed) not clearly defined; original estimates significantly misaligned with actual effort (Vicente 100% dedicated).

jose@noxus.ai · logged 2mo ago

Meeting notes

Pulled from Granola and filed here by attendee domain. Read-only — edit them in Granola.

No meetings filed here yet. Set the customer's email domains above and they arrive on the next sync.

Decks & documents

Everything we have sent this customer. Links only — the file stays where it lives.

Nothing attached yet.

Notes

Context, commitments, gotchas — anything without a field of its own. Claude reads and writes these over MCP; pinned notes come first.

⌘↵ to save

Interesse em subagentes do lado do Santander

2mo agojose@noxus.ai

Ver Soluções de enablement já, para pessoa nova que vai entrar no Santander

2mo agojose@noxus.ai

Botão de reconnect do lado do Sofia Não está a funcionar. Ver no Jira: https://san-portugal.atlassian.net/jira/software/c/projects/TOTNOXWFAS/boards/12962?issueType=10013%2C10020&selectedIssue=TOTNOXWFAS-164

2mo agojose@noxus.ai

Conectividade da Noxus com o JFrog!

2mo agojose@noxus.ai

Ver com o Solipa a utilização de case management para os emails. Tem de passar pelo DT novamente se for assim e pode atrasar o projeto

2mo agojose@noxus.ai

Verificar dashboard de feedback dos utilizadores, a pedido do Diogo. Lá podemos ir buscar a conversa pelo conversation-id e verificar na Noxus

2mo agojose@noxus.ai

Trigger for emails are not working, was mentioned by Jorge to be a problem of login. Testar no ambiente Noxusp. testes_sharedmailbox@santander.pt

2mo agojose@noxus.ai

We need to check with Juan how tables and case management is in the CI/CD pipeline. We have multiple initiatives using the tables, and we need to make sure it is in the CI/CD pipeline between dev and pre. Do this directly from Spain its easier for Portugal to accept chagnes that were already accepted by Spain. Browser Playbook e Plugins.

2mo agojose@noxus.ai

Penalties

Incidents held against the account. Open ones subtract from health; resolved ones decay over 90 days.

No penalties logged.

Timeline

Stage transitions, newest first

09 Sept 2026Editor v2 — Temasstarted at Ideavia MCP jose@noxus.ai
28 Aug 2026ClassifAI — email classification & routingstarted at In developmentvia MCP jose@noxus.ai
28 Aug 2026SofIA — internal knowledge agentstarted at Livevia MCP jose@noxus.ai
28 Aug 2026Hybrid deployment (PT + Global environments)started at Productionvia MCP jose@noxus.ai