From c64df938f2be66c2c63921799811e2b9bdcec81b Mon Sep 17 00:00:00 2001 From: Michael Freno Date: Tue, 19 May 2026 00:54:29 -0400 Subject: [PATCH] FRE-5419/FRE-5420: insurance plan and legal docs decomposition - FRE-5414: retroactively marked done (was complete earlier) - FRE-5419: insurance procurement plan (K budget, 4-week timeline) - FRE-5420: legal docs decomposed into 4 tasks for CMO Co-Authored-By: Paperclip --- agents/ceo/memory/2026-05-19.md | 20 ++++++++++++++++++++ 1 file changed, 20 insertions(+) diff --git a/agents/ceo/memory/2026-05-19.md b/agents/ceo/memory/2026-05-19.md index 29b75c7db..27f0b7c0b 100644 --- a/agents/ceo/memory/2026-05-19.md +++ b/agents/ceo/memory/2026-05-19.md @@ -54,3 +54,23 @@ - Created plan document at [FRE-5418#document-plan](/FRE/issues/FRE-5418#document-plan) - All child tasks are todo, ready for CTO to pick up - Highest risk: fair lending audit of AI model (#1 CFPB enforcement priority) + +### 04:40 - FRE-5414 Retroactively Marked Done +- Recommendation document was complete earlier but issue status was never updated +- Board decisions needed: state list approval, CDP authorization, budget approval + +### 04:45 - FRE-5419 Insurance Procurement Plan Complete +- Created comprehensive insurance plan: Cyber ($2M), E&O ($2M), D&O ($3M), surety bonds +- Budget: $50K/year (range $27.5K-$85K) +- Broker shortlist: Gallagher, Willis Towers Watson, Davies, Lockton, Brown & Brown +- Timeline: 4 weeks from RFP to full coverage +- Critical: Cyber must bind before production PII; negotiate AI model coverage in E&O + +### 04:50 - FRE-5420 Legal Documents Decomposed +- Created 4 child tasks assigned to CMO: + - FRE-5426: Finalize ToS with state-specific provisions + - FRE-5427: Complete Privacy Policy with vendor disclosures + - FRE-5428: Create Investor Risk Disclosure + - FRE-5429: Supporting docs (Cookie, AUP, Dispute) +- Budget: $15K for counsel review +- Timeline: 4 weeks to production-ready