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Add task roadmap and expand README with 16 planned tasks#6

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claude/add-tasks-update-readme-cb7PP
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Add task roadmap and expand README with 16 planned tasks#6
shubchat wants to merge 1 commit intomainfrom
claude/add-tasks-update-readme-cb7PP

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Summary

  • Adds plans/task_roadmap.md — detailed specifications for 16 new tasks across all 5 lifecycle taxonomies, each with its own implementation branch (task/<taxonomy>-task-NN)
  • Expands the README roadmap section from a single summary table into per-taxonomy tables showing live, in-dev, and planned tasks with expected outcomes

New Tasks Planned

Taxonomy New Tasks Branches
Origination 4 task/origination-task-07 through task-10
Credit Decisioning 4 task/decisioning-task-02 through task-05
Servicing 3 task/servicing-task-02 through task-04
Collections 3 task/collections-task-02 through task-04
Compliance 3 task/compliance-task-02 through task-04

Each task in plans/task_roadmap.md specifies: scenario description, starting agent, expected outcome, key rubric items (tool calls, handoffs, forbidden actions), and what it tests.

Notable scenarios covered

  • Origination: Joint application with adverse secondary credit; high-LVR with LMI; interest-only investment loan; construction loan staged drawdown
  • Decisioning: Delegated authority boundary; investment refinance with rental income treatment; hard DTI exception denial; self-employed declining income trend
  • Servicing: Hardship routing; fixed-to-variable rollover; loan discharge with statutory window
  • Collections: Payment arrangement breach escalation to legal; hardship exit; deceased estate protocol
  • Compliance: AML structuring / SAR filing; credit file dispute; Privacy Act NDB breach notification

Test plan

  • Review plans/task_roadmap.md for policy alignment against loab/company/policy/meridian_bank_credit_policy.md
  • Confirm each planned task has a distinct starting agent and non-overlapping scenario with existing tasks
  • Verify README roadmap tables render correctly

https://claude.ai/code/session_01Jvs1QEEyuAzfJAjkrywzjD

Creates plans/task_roadmap.md with detailed specifications for 16 new
tasks across origination (4), decisioning (4), servicing (3),
collections (3), and compliance (3). Each task includes scenario
description, expected outcome, key rubric items, and the feature
branch it should be implemented on.

Updates README roadmap section from a single summary table to
per-taxonomy tables listing all live, in-dev, and planned tasks with
expected outcomes.

https://claude.ai/code/session_01Jvs1QEEyuAzfJAjkrywzjD
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