PRODUCTION · DATA VISIBILITY LAYER

Data visibility into the systems we run on.

BrightPath BI is the data visibility surface at YourPolicy — live, drill-downable dashboards built directly on top of our analytics warehouse. The first report covers Zoom Phone activity; more reports are queued under the same umbrella, all gated behind Microsoft Entra SSO.

Express · Node.js Entra SSO + allow-list bi.your-policy.ai/zoom ↗
REPORTS · ONE LIVE, MORE QUEUED
01 · /zoom
📞
Live · Report #1
Zoom Phone call activity, drill-down to the call

The first data visibility surface under bi.your-policy.ai. KPI strip plus an Agency → Agent grid covering Outbound, Inbound, Answered, Missed, and % Missed. Pick a 7 or 30-day preset, a custom range, then click any number to drop into a modal listing the underlying calls — time, party, result, duration, recording link.

Grain Call-history (one row per call, per user)
Window 7d · 30d · custom date range
Method Missed = no-answer + abandoned + voicemail; off-hours toggle
Source analytics.zoom_call_logs (read-only)
Open /zoom ↗
02 · Coming next
🧮
In progress · Report #2
Per-leg queue grain — the calls /zoom can't see yet

Today's call-history grain answers "who handled the call" but can't distinguish a true miss from a queue ring picked up by a teammate, a busy decline, or an abandoned-in-queue. Report #2 widens data visibility by adding per-leg call-detail records — one row per ring per member — so the dashboard can split queue traffic cleanly.

New grain One row per call leg (ring-to-member)
Adds "Saved by teammate" · "Busy" · "Abandoned in queue"
Needs New Maestro ingest → new warehouse table
Surface Same dashboard shell, new metrics row
In progress
03 · The plan
🛣️
Roadmap · Reports #3+
More data visibility surfaces, same shape

/zoom is template, not endpoint. Every operational system we run on — AMS, CRM, ticketing, telephony — is a candidate for the same treatment: a read-only view of the analytics warehouse, rendered as a drill-downable dashboard at its own /path under bi.your-policy.ai. Data visibility, one report at a time.

Pattern One /path = one report = one warehouse view
Auth All reports share the BI Entra app + allow-list
Candidates AMS activity · CRM pipeline · ticketing SLA
Cadence One report at a time, shipped end-to-end
Planned
Service
Express Node.js Server-rendered + JS
Data
PostgreSQL Analytics warehouse Read-only
Access
Microsoft Entra SSO Email allow-list OIDC v2
Hosting
Railway bi.your-policy.ai Dockerfile

BrightPath BI is the data visibility surface at YourPolicy — staff-only, behind Entra SSO. Built around a read-only view of the analytics warehouse, with new reports landing under bi.your-policy.ai as the data does.