Project Highlights

  • Business Need

    A national healthcare organization needed to reduce the manual work required to determine whether members should be reviewed for Coordination of Benefits. The proposed automation needed to evaluate information from multiple systems, apply population-specific rules, preserve historical changes, and explain each determination to operations employees.

    My Role

    Product Owner and Business Requirements Lead

    Responsible for researching the business process, defining automation requirements, establishing decision rules, coordinating business and technology stakeholders, and preparing the operational foundation for implementation.

    Actions

    • Researched Coordination of Benefits processes and requirements.

    • Identified the systems containing relevant member and COB information.

    • Facilitated discussions between business and technology teams.

    • Documented requirements for each member population included in the automation.

    • Helped establish the system of record and historical-data retention requirements.

    • Created and maintained rules determining whether a member required review.

    • Developed reason codes and descriptions explaining each automated determination.

    • Ensured operators could identify and track changes in a member’s COB history.

    Results

    Established the requirements, business rules, data-history framework, and operator-facing explanations needed to support COB automation. The solution created a foundation for reducing manual review, improving consistency, and providing clearer visibility into member determinations.

    Capabilities Demonstrated

    • Product ownership

    • Business requirements

    • Operational automation readiness

    • Business rules and decision logic

    • Cross-functional stakeholder leadership

    • Data and system analysis

    • Process improvement

    • Implementation planning

  • Business Need

    Following the acquisition of another financial institution, a major banking organization needed to transition sanctions-screening requirements, functionality, processes, and data to its existing compliance platform. The organization also needed to establish and prepare a new product owner and investigation team to support continuing operations connected to an international headquarters.

    My Role

    Sole Platform Product Owner and Integration Subject-Matter Lead

    Responsible for supporting the operational transition, transferring platform knowledge, preparing the incoming product owner and investigation team, and helping coordinate the migration of business and system requirements.

    Actions

    • Participated in the interview and selection process for the incoming product owner.

    • Trained the new product owner and investigators on the sanctions-screening platform.

    • Provided guidance on operational processes, system functionality, and support procedures.

    • Documented vendor resources, update processes, and service-level agreements.

    • Partnered with compliance, business, technology, operational, and vendor stakeholders.

    • Supported the conversion of system requirements and functionality to the acquiring institution’s platform.

    • Assisted with data-transition and integration activities.

    • Facilitated knowledge transfer to support continuity after the integration.

    Results

    Prepared the incoming product owner and investigation team to assume platform responsibilities, transferred critical operational and vendor knowledge, and supported the integration of requirements, functionality, and data into the acquiring institution’s enterprise compliance platform.

    Capabilities Demonstrated

    • Platform and business integration

    • Product ownership

    • Requirements and functionality mapping

    • Knowledge transfer and training

    • Vendor coordination

    • Compliance-technology support

    • Cross-functional leadership

    • Operational-readiness planning