Bundle 01
FDE Foundations
Solid integration engineering plus the FDE mindset. General SaaS and API work — no AI yet. This is the on-ramp.
For Engineers early in their career or switching in — you can code, but haven't worked enterprise integrations
Depth
6 modules · capstone
01The FDE RoleThe role, the three signals, and where it fits among the jobs around it.6 lessons
- 1.1A real weekA realistic walk through a week in the field: a discovery call, a broken integration, a demo, a scope conversation.
- 1.2The three signals — what hiring actually screens forShips fast, customer empathy, owns ambiguity — the signals every interview is quietly testing.
- 1.3The anti-patterns — how strong candidates get rejectedThe specific failure modes that sink otherwise-strong engineers in the loop.
- 1.4FDE vs. adjacent rolesHow the FDE differs from a backend engineer, a sales engineer, a CSM, and a consultant — and where the lines blur at small companies.
- 1.5The first 90 days at a customerWhat the ramp actually looks like once you've got the job.
- ✓BuildThe FDE Role BriefWrite a one-page brief positioning yourself against the three signals — the raw material for your story in interviews.
02Enterprise APIsAuth, pagination, rate limits, retries — consuming someone else's API in someone else's environment.7 lessons
- 2.1Auth for real: what you'll actually meet at a customerAPI keys, OAuth2, SSO/OIDC — the auth schemes you'll actually meet, not the toy versions.
- 2.2Pagination: the data never fits in one responseReading data that doesn't fit in one response, without missing rows or looping forever.
- 2.3Rate limits: you're a guest on their infrastructureBeing a good API citizen instead of getting your customer's key throttled.
- 2.4Retries with exponential backoff and jitterFailing gracefully and retrying deliberately instead of hammering a struggling API.
- 2.5Secrets and config in an environment you don't own
.env files, config per environment, and never committing a key to a customer's repo.
- 2.6Reading vendor docs fast — the FDE superpowerGetting productive against unfamiliar software fast, without hand-holding.
- ✓Build
repo-report — a vendor-API integration under rate limitsA real tool against a live API: auth, pagination, rate-limit handling, and clean errors — end to end.
03Webhooks & Sync PatternsHow two systems stay in agreement — signatures, idempotency, polling vs. push.7 lessons
- 3.1The three sync patternsPolling, webhooks, and sync jobs — when each is right, and why real-time integrations lean on webhooks.
- 3.2Who decides? Usually the customer's ITThe organizational reality behind which sync pattern you're actually allowed to use.
- 3.3Anatomy of a webhook deliveryThe shape of an inbound event and how to stand up an endpoint that accepts one.
- 3.4Signature verification: HMAC, the raw-body trap, and constant timeProving an event really came from the provider — including the raw-body trap that silently breaks verification, and why
== on a signature is a real security bug.
- 3.5Idempotency: retries mean duplicates, guaranteedSurviving duplicate deliveries so a retried event doesn't double-charge or double-create.
- 3.6When processing fails: retry thinking and the dead-letter ideaWhat to do when a webhook handler itself fails, so a bad event doesn't get silently dropped.
- ✓BuildA signed, idempotent webhook receiverA receiver that verifies signatures, rejects forgeries, and safely handles the same event twice.
04Enterprise DataMessy exports, ETL, validation, SQL — moving data between systems without losing your mind.7 lessons
- 4.1What "a CSV export" really meansThe data you actually meet at customers — messier and less consistent than any tutorial dataset.
- 4.2ETL: extract, transform, load — kept separateThe mental model behind almost every integration you'll build, and why keeping the stages separate saves you.
- 4.3Validation: skip-and-report, never crash, never silently dropCatching bad rows and reporting them, instead of crashing or silently dropping a customer's data.
- 4.4Load: safe SQL and idempotent upsertsParameterized queries and upserts — avoiding injection and making re-runs safe.
- 4.5The bigger picture: warehouses, data teams, and replicasWhere your integration sits inside the customer's larger data world.
- 4.6Documents at scale: PDF and DOCX, the honest versionHandling documents at scale, honestly — what's easy, what needs real tooling.
- ✓Build
csv2db — a validating importer for a hostile exportA validating ETL importer that loads messy CSV into SQLite, reports what it skipped, and is safe to re-run.
05Discovery & ScopingThe half of the job that isn't code.7 lessons
- 5.1Discovery: dig past the stated solution to the real problemAsking the questions that surface the real problem instead of building what someone thinks they asked for.
- 5.2Know the room: stakeholdersThe buyer, the technical contact, and the end user — what each cares about and how to speak to them.
- 5.3Requirements: write it down and send it backWriting down what was agreed so nobody remembers it differently in two weeks.
- 5.4Scoping: promise what you can deliver, in writingSizing a task and committing to it in a way you can actually deliver.
- 5.5Demos: make the invisible visibleStory first, their data on screen, and a fallback ready — the difference between a convincing demo and a frozen one.
- 5.6Expectation management: how trust compoundsUnder-promise and over-deliver, and give bad news early with a plan attached.
- ✓BuildDiscovery-to-Scope packageRun a mock discovery scenario and produce the written requirements + scope — the field artifact interviewers love to see.
06The POC SprintThe 48-hour proof of concept — the FDE build method.7 lessons
- 6.1Scope ruthlessly: one workflow, one user, one wow momentCutting an underspecified brief down to something shippable in the time you actually have.
- 6.2Mock versus real: the honest tradeoff tableDeciding what to fake and what to build for real, and being upfront with the customer about which is which.
- 6.3Write the demo script before you buildWorking backward from the five minutes that matter, so the build stays aimed at the demo.
- 6.4The hour-by-hour sprint planA concrete plan for turning 48 hours into a working POC instead of a scramble.
- 6.5The honesty conversation: POC versus productionBeing straight with the customer about what a POC proves and what it doesn't.
- 6.6How a POC convertsWhat actually turns a successful POC into a signed deal — and what kills one that looked great in the room.
- ✓BuildA POC plan for a live briefA demo script and hour-by-hour plan for a realistic customer brief — the method, rehearsed.
Capstone
The 48-Hour POC — Meridian Retail
A realistic customer brief with the requirements buried in stakeholder quotes, a clock, and one shot at a demo: run mini-discovery, write a one-page POC plan, build the POC inside a 48-hour scope by reassembling your checkpoint projects, and record a five-minute demo. Reuses the receiver, the ETL importer, and the discovery method from earlier modules — the strongest single artifact a junior FDE candidate can put in front of an interviewer.
Bundle 02
The AI FDE
Ship production LLM features on the Claude API: context engineering, RAG, tool-using agents, MCP, evals, and guardrails — plus fluency across the vector-DB and orchestration ecosystem.
For Working engineers pivoting into AI FDE roles
Depth
7 modules · capstone
01LLM Fundamentals for FDEsUnderstand the model well enough to defend it to a customer.8 lessons
- 1.1Why an FDE needs to understand the modelYou'll be the one in the room answering "why did it say that?" — so you need a real mental model, not vibes.
- 1.2Tokens — the unit of everythingWhat a token is, why it drives cost and limits, and how to reason in tokens instead of characters.
- 1.3The context windowWhat fits, what falls out, and why "just paste it all in" eventually fails.
- 1.4How the model generates — and why it hallucinatesNext-token prediction in plain terms, and where confident-but-wrong answers come from.
- 1.5Temperature, effort, and the knobs that actually existEffort and adaptive thinking on current models — and which older knobs are gone, so you don't cargo-cult them.
- 1.6Cost and latency — the tradeoffs you'll defend to a customerThe numbers you'll defend to a customer: what drives spend and speed, and how to pull them down.
- 1.7Choosing a model — the FDE decision framework
claude-opus-4-8 vs. claude-sonnet-5 vs. claude-haiku-4-5 by task, with a repeatable way to justify the pick.
- ✓Build"Model Advisor" CLIA small tool that counts real tokens, recommends a model + settings for a described task, and estimates its monthly cost.
02Building with the Claude APIThe Anthropic SDK, deeply — from a request to production error handling.9 lessons
- 2.1The shape of a requestMessages, roles, and reading the response blocks correctly — the foundation everything else sits on.
- 2.2System prompts — where you define the assistantWhere you define the assistant's behavior, and how to write one that holds up under real inputs.
- 2.3Multi-turn conversationsManaging history correctly in a stateless API without leaking or losing context.
- 2.4Streaming — for long outputs and responsive UIsWhy large responses need it to avoid timeouts, and how to build a responsive UI on top of it.
- 2.5Structured output — getting reliable JSONGetting reliable, validated JSON out of the model with Pydantic instead of parsing prose.
- 2.6Error handling in productionTyped exceptions, what's retryable, and failing gracefully in front of a customer.
- 2.7Prompt caching — the FDE's cost superpowerCutting cost on repeated context dramatically, and verifying the cache is actually hitting.
- 2.8Token counting revisitedMeasuring real token usage with the API before a request — not guessing with the wrong tokenizer.
- ✓Build"Document Intake" serviceA service that ingests a document and returns structured, validated fields — the workhorse pattern behind most AI features.
03Context Engineering & Model AdaptationContext window management, and the prompt vs. RAG vs. fine-tune decision.5 lessons
- 3.1Context engineering — the discipline has a nameDeciding what goes into the model's context window, in what order, and at what cost.
- 3.2Context budgets and stable-prefix designStructuring a prompt so the stable parts cache and the volatile parts don't invalidate the cache.
- 3.3Long conversations — compaction and the history problemKeeping a long-running conversation inside budget without losing what matters.
- 3.4Prompting vs. RAG vs. fine-tuning — the adaptation decision frameworkThe decision framework every customer conversation eventually lands on, and how to argue it with evidence.
- ✓Build"Model adaptation memo" + context-budget worksheetA written recommendation for a real scenario, backed by a worked context budget.
04RAG: Retrieval-Augmented GenerationAnswer questions over the customer's own documents — plus the vector-DB ecosystem.8 lessons
- 4.1Why RAG existsGrounding answers in the customer's data instead of the model's memory — and what problem that actually solves.
- 4.2Chunking — the step that quietly decides everythingThe unglamorous step that quietly decides whether retrieval works at all.
- 4.3Embeddings — turning text into vectorsAn honest look at where embeddings come from, since there's no first-party Anthropic embeddings endpoint.
- 4.4The vector store — where retrieval happensBuilt simply enough to fully understand before reaching for a heavy dependency.
- 4.5Generation — grounding the answer and citing sourcesMaking the model answer from retrieved context and cite its sources so answers are checkable.
- 4.6Evaluating retrieval quality — RAG can fail in two different placesLearning to tell which half failed — retrieval or generation — instead of guessing.
- 4.7The vector-DB ecosystem — what the customer already runsLocal vs. hosted; Chroma/FAISS vs. Pinecone/Weaviate/Qdrant — fluency in the tools customers actually run.
- ✓Build"Docs Q&A" over a real corpusA working question-answering system over a document set, with citations and a retrieval score.
05Tools, Agents & MCPLet the model take actions — tool use, the agent loop, and building an MCP server.10 lessons
- 5.1Why tools?The jump from "answers questions" to "does things" — and what that unlocks at a customer.
- 5.2Defining a toolSchemas, descriptions, and writing a tool the model actually calls correctly.
- 5.3The tool runner — let the SDK drive the loopLetting the SDK drive the call → execute → feed-back loop for you.
- 5.4The manual loop — understand what's under the hoodThe tool-use loop by hand so nothing is magic when it breaks.
- 5.5A multi-tool agentGiving the model several tools and letting it choose — plus handling the failure modes.
- 5.6MCP — the standard for connecting AI to customer systemsThe open protocol FDE job descriptions now name as day-to-day work.
- 5.7Building an MCP serverExposing a real integration as an MCP server instead of locking it inside one app.
- 5.8Using MCP servers from your appConnecting Claude to the MCP server you just built, and to others already running at a customer.
- 5.9Agent vs. workflow — the most important judgment call in this moduleWhen an agent is right and when a plain workflow is safer and cheaper.
- ✓Build"Action-taking support agent, MCP edition"An agent that answers and takes a real action through a tool served over an MCP server, with guardrails on what it's allowed to do.
06Evals and QualityProve the AI works before the customer finds out it doesn't.8 lessons
- 6.1Why evals are the FDE's most important skill"It looked good in the demo" is how deployments fail. Evals are how you know, and how you defend the system.
- 6.2Building an eval setTurning real examples into a test set that actually represents the customer's traffic.
- 6.3Assertion-based evals — cheap, fast, deterministicThe first line of defense: deterministic checks that don't need a model to grade them.
- 6.4LLM-as-judge — grading quality with a modelGrading open-ended quality with a model, done carefully enough to trust.
- 6.5Regression testing prompts — the thing that saves deploymentsCatching the prompt change that quietly broke everything.
- 6.6Measuring RAG quality end to endScoring retrieval and generation together so you know which half to fix.
- 6.7Iterating with dataUsing eval results to actually improve the system instead of guessing at prompt tweaks.
- ✓Build"Eval harness" for your assistantA reusable harness that scores your assistant on every change — the thing that turns a demo into something deployable.
07Guardrails, Safety & ProductionEverything between a demo and a system you'd trust at a customer.11 lessons
- 7.1Why guardrails are an FDE responsibilityYou're the one deploying it into someone else's business — the safety net is your job.
- 7.2Input validationStopping bad or hostile input before it reaches the model.
- 7.3Output validationChecking what comes back before it reaches a user or another system.
- 7.4Prompt injection — the security threat you must understandHow it works and how to reduce the blast radius.
- 7.5PII and sensitive dataHandling personal data responsibly in the pipeline instead of hoping it's fine.
- 7.6Handling refusals and every
stop_reasonReacting correctly when the model stops — refusals, length limits, and the rest.
- 7.7Rate limits and retries in productionStaying up under load without hammering the API or dropping requests.
- 7.8Logging and observabilityCapturing what you need to debug and defend the system after it's live.
- 7.9Cost controlsBudgets and limits so a runaway loop doesn't become a bill you have to explain.
- 7.10The pre-production checklistThe concrete list to run before you point a customer at it.
- ✓Build"Production-harden the assistant"Take the assistant from earlier modules and make it something you'd actually deploy.
Capstone
The Customer AI Assistant — Northwind Logistics
Ship a customer-style AI assistant that answers questions over a set of documents (RAG) and takes at least one real action via a tool — with the actions served over an MCP server you build — grounded, cited, measured with an eval harness, and hardened with production guardrails. RAG + tools + MCP + evals in one deliverable, built correctly on the Claude API end to end.
Bundle 03 · Full
Advanced — Deploying AI at the Customer
Own an end-to-end deployment: architecture, multi-agent systems, deploying inside the customer's environment, LLMOps, security, voice & multimodal, running the engagement, and the interview. Includes a named-industry simulation pack and everything below it.
For Experienced engineers going for senior / lead FDE roles
Depth
9 modules · sim pack · capstone
01Solution Architecture for AI DeploymentsTurn requirements into a design the customer signs off on.10 lessons
- 1.1The FDE is the architect on the accountWhy the design decisions land on you, and what that responsibility looks like.
- 1.2Requirements → architectureTranslating what the customer needs into components and data flow.
- 1.3Build vs. buy vs. reuseDeciding what to write, what to pull off the shelf, and what to reuse — with a bias toward shipping.
- 1.4Build vs. buy across the ecosystem, by nameOrchestration frameworks like LangGraph, vector DBs, and observability platforms like LangSmith — named, compared, and placed in a real architecture.
- 1.5The three-way tradeoff — latency, cost, qualityLatency, cost, and quality pull against each other — how to choose deliberately.
- 1.6Synchronous vs. asynchronous — the most important boundaryThe most important boundary in an AI system, and how getting it wrong shows up as a bad demo.
- 1.7Choosing components — a reference architectureA reference architecture you can adapt instead of designing from a blank page every time.
- 1.8Drawing the diagramCommunicating the design so the customer's team actually understands and trusts it.
- 1.9Writing the architecture docThe written artifact that gets sign-off and prevents "that's not what we agreed" later.
- ✓BuildThe architecture docA complete, reviewable architecture document for a realistic AI deployment.
02Multi-Agent & Orchestrated SystemsOrchestrator/worker patterns — and when they help vs. hurt.8 lessons
- 2.1What a "multi-agent system" actually isCutting through the hype to what the term concretely means.
- 2.2When multi-agent helps — and when it hurtsThe honest tradeoff: more agents means more cost, latency, and failure surface. When it's worth it.
- 2.3The orchestrator / worker patternThe workhorse structure: a coordinator delegating to specialized workers.
- 2.4Building it — code-orchestrated coordinator + workersBuilding it with your own control flow, so you own the behavior.
- 2.5Building it — workers-as-tools with the tool runnerThe alternate pattern — subagents exposed as tools — and when to prefer it.
- 2.6Parallel tool use — do it rightFanning out safely without corrupting shared state or blowing your budget.
- 2.7Handling failures in a multi-agent systemWhat happens when one agent fails partway — and designing so the whole thing doesn't collapse.
- ✓BuildOrchestrator + specialized subagentsA working coordinator that delegates to specialized subagents and recovers from a failing one.
03Advanced RAG & Data Strategy at ScaleWhy basic RAG breaks at the customer — and how to fix it.9 lessons
- 3.1Why basic RAG breaks at the customerThe gap between a tutorial RAG and one that survives real, messy, large data.
- 3.2Hybrid search — dense + sparseCombining dense and sparse retrieval to catch what pure vectors miss.
- 3.3Reranking — precision on top of recallAdding precision on top of recall so the best chunk is actually at the top.
- 3.4Metadata filtering — retrieval with a WHERE clauseScoping to the right tenant, doc type, or date, e.g. against pgvector or Pinecone metadata filters.
- 3.5Chunking strategies at scaleChunking that holds up across many document types and sizes.
- 3.6Keeping the index fresh — ingestion pipelinesIngestion pipelines so the index reflects the customer's data as it changes.
- 3.7Evaluating retrieval — the thing nobody doesActually measuring retrieval quality, which is where most RAG problems hide.
- 3.8Data strategy at the customerWhere the data lives, who owns it, and how it flows — the questions that shape the whole build.
- ✓BuildProduction RAG upgradeTake a basic RAG and add hybrid search, reranking, filtering, and a retrieval eval.
04Deploying in the Customer's EnvironmentDocker, VPC, SSO, secrets, air-gapped networks, CI/CD — running in someone else's infrastructure.8 lessons
- 4.1The deployment spectrum — and what each step costs youFrom your laptop to their VPC — what changes at each step, and what it costs you in effort and risk.
- 4.2Containerizing the solutionPackaging the system with Docker so it runs the same in the customer's infrastructure as it did on yours.
- 4.3SSO integration — what "we use Okta" means for youIntegrating against the customer's identity provider — Okta/OIDC — and what that actually requires of your app.
- 4.4Secrets in their environmentManaging keys and credentials inside someone else's secrets manager, not yours.
- 4.5Networking realities — egress, proxies, and the air-gap conversationEgress rules, proxies, and what changes when the deployment is on-prem or air-gapped.
- 4.6CI/CD into their worldShipping changes into an environment you don't fully control.
- 4.7The environment-access dance — and working without prod accessGetting work done when you don't have — and won't get — direct access to production.
- ✓BuildThe deployment packageA containerized, SSO-integrated deployment package ready to hand to a customer's platform team.
05LLMOps in ProductionObservability, prompt versioning, CI for evals, cost control — the ops of LLMs.9 lessons
- 5.1LLMOps is just Ops, plus the parts that are weird about LLMsWhat carries over from normal ops and what's genuinely different about LLMs.
- 5.2Observability & tracingLogging request IDs, tokens, and latency, and building a trace you can debug from.
- 5.3Prompt & version managementTreating prompts as versioned artifacts instead of strings buried in code.
- 5.4CI for prompts & evalsRunning your evals in CI so a bad change never reaches the customer.
- 5.5Caching & cost controlPrompt caching and budgets applied systematically across a real workload.
- 5.6Rate-limit handling & backpressureStaying healthy under load — queuing and shedding instead of falling over.
- 5.7Batch processingRunning large non-urgent jobs efficiently and cheaply.
- 5.8Deployment patternsHow AI features actually get shipped and rolled out at a customer.
- ✓BuildProduction LLMOps harnessTracing, versioned prompts, evals-in-CI, and cost tracking wired around a real service.
06Security & ComplianceBe the counterpart to the customer's security team.10 lessons
- 6.1The FDE is the customer's security team's counterpartYou'll sit across from the customer's security team — this teaches you to hold that conversation.
- 6.2Data boundaries — draw the trust boundariesDrawing the trust boundaries: what data crosses where, and why that's the first question they'll ask.
- 6.3PII & PHIHandling personal and health data within the rules, practically.
- 6.4Zero data retention & what the vendor keepsWhat actually happens to data sent to a model provider, and how to answer it honestly.
- 6.5Prompt injection & tool abuseDefending an agent that has real tools from being turned against the customer.
- 6.6Secrets handlingManaging keys and credentials in someone else's environment without leaving a hole.
- 6.7Tenancy isolationKeeping one customer's data from ever reaching another's — by design, not by hope.
- 6.8AuditabilityBeing able to show exactly what the system did, when someone asks.
- 6.9Working within a customer's compliance posture — SOC 2, GDPR, HIPAAWorking inside a customer's compliance posture without needing to be a lawyer.
- ✓BuildSecurity & compliance hardeningHarden a deployment against the concerns above and document it for a security review.
07Voice & Multimodal DeploymentsVoice agent pipelines, latency budgets, multilingual, document vision.8 lessons
- 7.1Why voice is the frontier deployment surfaceCall centers and field operations — where the fastest-growing deployments actually meet users.
- 7.2The voice agent pipeline — STT → LLM → TTSThe full pipeline from speech to text, through the model, back to speech.
- 7.3Latency budgets — engineering the pauseAbove all, latency: engineering the pause so a voice agent doesn't feel broken.
- 7.4Telephony basics — SIP, media streams, and the IVR replacementThe telephony layer underneath a voice deployment, and replacing a legacy IVR.
- 7.5Multilingual deployments — the Indic realityWhat multilingual actually means for a deployment serving Indic languages.
- 7.6Document vision — when the input is a PDF, a scan, or a faxThe documents-as-images surface: the PDFs, scans, and faxes that run half the world's back offices.
- 7.7Evals for voice — measuring a conversationMeasuring a conversation, not just a single turn — the eval problem specific to voice.
- ✓BuildThe voice-ready turn loopA voice-agent turn loop engineered against a real latency budget.
08Running the EngagementDiscovery → SOW → pilot → adoption & change management → hand-off.10 lessons
- 8.1An engagement is a project, and you're running itThe shift from "I write code" to "I own the outcome."
- 8.2Discovery — learn the problem before you build the solutionDeeper than the Foundations-bundle version: discovery at the scale of a full engagement.
- 8.3Scoping & the SOW — agree on what "done" meansAgreeing on what "done" means, in writing, before you start.
- 8.4Success criteria — define "worked" before you startDefining "it worked" up front so success isn't argued about at the end.
- 8.5Pilots & POCs — de-risk before you commitDe-risking with a small proof before committing to the full build.
- 8.6Stakeholder management — you're deploying inside someone else's orgChampions, blockers, and the people who quietly decide.
- 8.7Avoiding scope creep — without being rigidHolding the line on scope while still being a good partner.
- 8.8Hand-off & enablement — make yourself unnecessaryThe mark of a deployment that actually stuck.
- 8.9Adoption & change management — deployment isn't done when it shipsGetting the customer's team to actually use what you built.
- 8.10The FDE as trusted advisorEarning the seat where the customer asks you what they should do next.
- ✓BuildEngagement playbookA reusable playbook for running an engagement from discovery to hand-off.
09The FDE InterviewEvery round, and how to be the candidate they remember.10 lessons
- 9.1What an FDE interview actually evaluatesThe signals behind the questions — straight from the side that runs the loop.
- 9.2The rounds you'll faceA map of the whole loop so nothing is a surprise on the day.
- 9.3The system design round (for AI products)Designing an AI system out loud, the way the interviewer scores it.
- 9.4Live coding — an integration or an agentLess "invert this tree," more "here's a messy integration — make it work."
- 9.5The take-homeScoping and shipping a take-home that stands out without over-building.
- 9.6The customer case-study / role-play roundThe round that trips up pure engineers: a messy situation and "what do you do?"
- 9.7Behavioral & experience deep-diveTelling your stories against the three signals, with specifics.
- 9.8The questions you ask themThe questions that signal you already think like an FDE.
- 9.9Negotiation basicsHandling the offer conversation without leaving value on the table or souring the start.
- ✓BuildInterview prep packYour stories, a design template, and a practice plan — assembled into something you can drill.
Simulation pack
Four named industry engagements
Each brief hands you stakeholder quotes with the requirements buried inside — including a real contradiction between two stakeholders you have to catch and resolve, not quietly pick a side on. One-week time-box per scenario; write them up as portfolio pieces.
Fintech reconciliation
Brightpay — the Reconciliation Exceptions Workbench
An AI-assisted exceptions workbench for payments reconciliation under maker-checker and audit-trail constraints. The contradiction: auto-write-off requests vs. a hard maker-checker mandate.
Healthcare intake
CarePoint Clinics — Referral Intake from PDFs & Faxes
A document-vision intake pipeline over real-world-degraded faxes and scans, gated by HIPAA and human verification. The contradiction: straight-through processing vs. an absolute human-verification rule.
Support automation
Loomkart — Support Deflection with RAG + an Order-Status Tool
A customer-facing support agent over a weekly-changing help center and an MCP-served order-status tool. The contradiction: a raw deflection target vs. a resolution/CSAT metric.
CRM enrichment
Fieldlink — the CRM Auto-Enrichment Agent
A batch enrichment agent deduping and filling a 180k-record CRM from licensed reference data only. The contradiction: casual "check anywhere" expectations vs. a no-external-sources policy, and merge risk-asymmetry against a blanket dedupe ask.
Capstone
Deploy an End-to-End Customer AI Solution — Northwind Health Partners
Take a fictional-but-realistic healthcare customer from a discovery brief all the way to a running, observable, secure, handed-off AI system, through five phases: discovery & architecture, build (RAG + multi-tool agent + evals + observability + guardrails), security & compliance (the HIPAA gate), deploy, and hand-off. Integrates every module of this bundle and everything from Bundles 1–2 — the course finale and interview centerpiece.