M MemberIntel KB

S Role landing · Santiago Perez Asis

Welcome, Santiago Perez Asis.

Project Manager, Cross-Caseproof. Peer to Seth and Cindy; coordinates MemberIntel delivery alongside other Caseproof initiatives.

This is your view of MemberIntel from the cross-Caseproof PM seat. Specs ground you in scope; phased plans and review templates show the cadence; decision rights show the boundaries.

Santiago's Tour — Cross-Caseproof PM view

A reading order designed to take you from first principles to specifics.

Pages for Santiago Perez Asis

All content tagged for this role across the spec.

Index

All pages

spec

MemberIntel V1 Specification

The V1 advisor-only spec for MemberPress operators: two-tier brain architecture, Free/Pro pricing model, and a data-flywheel moat built from product mechanics rather than pre-existing proprietary data.

S C B

MemberIntel V1.5 Specification

V1.5 extends MemberIntel with AI write-actions via the MemberPress MCP and a 5-minute 'Set up FOR ME' greenfield wizard backed by a 14-day Pro trial.

S C B

MemberIntel V2 Specification

V2 expands MemberIntel to BuddyBoss customers via a sister-company partnership — a low-engineering-risk cross-platform proof point since BB Memberships runs on MemberPress under the hood.

S C B

Architecture Overview & Tech Choices

Covers GCP vs Heroku vs DigitalOcean for hosting, then deep-dives per-tenant isolation strategy using shared-schema RLS as the V1 foundation.

S C B

Cross-Pollination & Brain Isolation

Details the three failure modes of the cross-pollination pipeline — re-identification, tenant leakage, and opt-out bypass — and the architectural mitigations for each, including k-anonymity floors, three-role isolation, and GCP project structure.

S C B

CI/CD & Code Flow

Defines the three separate promotion pipelines — code, Terraform, and database migrations — with GitHub Actions, Workload Identity Federation, manual prod gates, and the eval suite as a release-blocking check.

S B

Observability & Incident Response

Describes the three-destination telemetry model — Cloud Logging for debugging, BigQuery for business analytics, locked-down BigQuery for audit — plus domain-specific metrics, on-call structure, and pre-written runbooks for the five highest-stakes failure modes.

S S

LLM Cost-Control Architecture

Defines the four-layer cost-control stack — rate limiting, entitlement service, per-call token budgets, and continuous spend monitoring — with Redis-backed quota counters, server-side model routing enforcement, and a global daily circuit breaker.

S C B

Auth & Identity Layer

Covers the three signup paths converging into a unified user model, per-license MP OAuth signing keys, customer-OAuth-only Stripe (no Connect), Argon2id passwords with server-side sessions, account merge prevention, and the V1.5 trial state machine.

S B

Data Sync Pipeline

Defines the three separate sync pipelines — MP (queue-based with per-customer concurrency controls), Stripe (webhooks for Pro, polling for Free), and site analysis (weekly-cached Claude calls) — with shared convergence layer and a platform-agnostic canonical schema designed for V2 expansion.

S S

Secrets Management

Defines five distinct secret categories with separate lifecycles, a layered KMS key hierarchy per environment, Secret Manager naming conventions with path-prefix IAM, 5-minute TTL caching, and the hard rule that no human ever reads a production secret.

S B

AI Eval Suite as Architecture

Treats the eval suite as versioned release-gate infrastructure rather than ad-hoc tests, with 150 structured scenarios across seven categories, a judge-model scoring layer, CI integration, a differentiation subset that proves advantage over baseline LLMs, and a production thumbs-down feedback loop.

S C B

Strategic Risk Landscape

Honestly assesses which SPEC risks the architecture handles well, which remain genuinely fragile (differentiation, content lead bottleneck), and names four risks the SPEC never flags — Anthropic dependency, ops time underbudget, per-customer brain as liability, and compliance as a moving target.

S B S

Synthesis

Phase-by-phase sequencing of all architectural commitments against the actual team ramp, surfacing five friction points where the phased plan and architectural reality diverge — content lead timing, Phase 2 scope calibration, differentiation eval ship date, privacy counsel engagement depth, and infra engineer hiring window.

S C B

Phased Plan

A 6-phase team ramp plan growing from 2 people in May to 7+ at launch, with hard milestone gates controlling when each new team member joins MemberIntel full-time.

S C B

Phased Plan — Rev 2

Rev 2 of the team ramp plan, updated after May architecture sessions: adds a dedicated brain-content lead recommendation, recalibrates Phase 2 milestone language for honesty, and moves the differentiation eval to a Phase 3 gate item.

S C B

role

Seth — Lead Architect JD

Seth Shoultes's Lead Architect role definition: end-to-end technical ownership of the brain, data pipeline, AI/ML architecture, engineering team, and vendor decisions for MemberIntel.

S B

Cindy — Product Lead JD

Cindy Thoennessen's Product Lead role definition: execution ownership of MemberIntel's PRDs, compliance, marketing site, beta program, Free-to-Pro conversion, and cross-functional coordination from scoping through GA.

C B

reference

Phase 1-2 Friction Points

A companion one-pager surfacing seven decisions where the May architectural commitments conflict with the v1 phased plan — each with a recommendation and named decider — designed to drive a 30–45 minute sign-off session before Rev 2 is approved.

S C B

Decision Rights Matrix

A binding contract defining who owns which decisions across engineering, product, compliance, and GTM — keeping Seth and Cindy unblocked as peers without escalating every disagreement to Blair.

S C B

Quarterly Architecture Review Template

A 90-minute fixed-agenda template for quarterly architectural health reviews — covering differentiation gap, cost-per-cohort, reliability, cross-pollination health, compliance posture, and a standing 'one thing that worried me' round — starting Q4 2026 post-GA.

S B S

Privacy Counsel Architecture Review Agenda

A 4-hour late-May working agenda for outside privacy counsel to review MemberIntel's per-tenant isolation, cross-pollination boundary, secrets management, and data lifecycle decisions — grounding counsel's June ToS and Privacy Policy drafting in the actual architecture.

S C B

Seth's Phase 1 Deliverable Checklist

Seth's operational working checklist for May 2026 — organized week-by-week with ADR drafts, GCP scaffolding, schema design, RLS prototype, hiring pipeline, and cross-functional coordination tasks required to unlock Phase 2 on June 1.

S B