← Back to Hub
UPHELD Plan of Record
Last Updated: February 21, 2026
Target: Insurance AI
Current Phase
Pre-Launch — Revenue model decision and pilot insurer targeting
What's Done
| Area |
Status |
Notes |
| FHIR research |
✅ Done |
Big 5 all live, EOB denial data accessible |
| Legal risk (UPL) |
✅ Done |
Manageable — but contingency fee model needs lawyer opinion |
| Revenue model |
✅ Done |
Contingency % vs flat fee decision needed |
| Landing page / waitlist |
✅ Done |
Copy complete — 5 sections, KFF/AMA stats |
| Pilot insurer list |
✅ Done |
Top 10 ranked; Humana first; Flexpa pricing confirmed |
| Competitive landscape |
✅ Done |
10 competitors mapped, gap analysis complete |
What's Next (Unblocked)
- Lawyer consult — 7 questions ready for revenue model decision
- Revenue model decision — Contingency fee (higher revenue, legal risk) vs flat fee subscription
- MVP scoping — After revenue model decided
What's Blocked on Gin
| Item |
Status |
| Revenue model decision |
🚧 Research complete. Contingency % vs flat fee. 7 lawyer questions ready. |
Key Dates
| Date |
Item |
| TBD |
Revenue model decision |
| TBD |
Lawyer consult |
| TBD |
Pilot insurer outreach start |
| TBD |
MVP build start |
Key Files
| File |
Description |
upheld-fhir-research.md |
FHIR API landscape |
upheld-legal-risk.md |
UPL risk research |
upheld-revenue-model.md |
Contingency vs flat fee analysis |
upheld-pilot-insurer-list.md |
Top 10 insurers, FHIR status, Humana first |
upheld-competitive-landscape.md |
10 competitors, gap analysis |
upheld-landing-page-copy.md |
Waitlist landing page copy |
Part of MISSION_CONTROL.md split — see main doc for cross-project context.