Roadmap
Purpose
Roadmap is the sequencing artifact between PRD priorities and iteration commitment. Its unique job is to order framed capabilities and outcomes across iterations or horizons, with dependencies, confidence, and an explicit rationale for the order, so each iteration plan can pull its slot without re-litigating priority.
It commits sequence, not owners or dates. The iteration plan commits one time-box; the runtime tracker owns live status.
Example
Show a worked example of this artifact
---
ddx:
id: example.roadmap.depositmatch
authoring:
home: repo
depends_on:
- example.prd.depositmatch
---
# Roadmap
**Scope**: DepositMatch — deposit reconciliation for community banks
**Owner**: Product Owner
**Last Revised**: 2026-05-20 — pilot go decision re-ranked reporting behind matching
## Horizon and Cadence
- **Horizon**: 3 iterations (through pilot exit decision)
- **Cadence**: 2-week iterations, review on the final Friday
- **Beyond the horizon**: multi-bank tenancy and audit export stay in the
improvement backlog, unsequenced, until pilot evidence arrives
## Workstreams
Workstreams are the stable cross-iteration groupings of work. The alias is
the identifier: `WS-<n>`, assigned sequentially, never reused or renumbered.
| Alias | Workstream | Scope | Owner | Status |
|-------|------------|-------|-------|--------|
| WS-1 | Data Intake | CSV import, fixtures, validation; excludes matching logic | Priya | active |
| WS-2 | Matching & Review | Matching engine and exception-review queue; excludes reporting | Sam | active |
| WS-3 | Pilot Reporting | Reconciliation summaries and exports for pilot exit | Priya | active |
## Sequenced Outcomes
| Order | Outcome | Workstream | Governing Artifact | Target Iteration | Depends On | Confidence | Why This Order |
|-------|---------|------------|--------------------|------------------|------------|------------|----------------|
| 1 | CSV import validated against real pilot-bank exports | WS-1 | PRD R-1, FEAT-001 | IT-05 | None | High | Every downstream feature consumes imported data; fixture risk is the top test-plan risk |
| 2 | Matching engine reaches ≥95% auto-match on pilot data | WS-2 | PRD R-2, FEAT-002 | IT-06 | 1 | Medium | Value driver of the pilot; needs real imports first to be measurable |
| 3 | Exception-review queue usable by pilot operations staff | WS-2 | PRD R-3, FEAT-003 | IT-06 | 2 | Medium | Unmatched deposits must land somewhere reviewable before pilot exit |
| 4 | Reconciliation summary report exportable | WS-3 | PRD R-5 | IT-07 | 2 | Low | Wanted for pilot exit review; drops first if matching accuracy needs the slot |
## Revision Triggers
- Pilot-bank fixture findings contradict the import assumptions (re-sequence
within one business day of the finding).
- Matching accuracy plateaus below 90% (reporting drops off the horizon;
accuracy work takes IT-07).
- The active iteration's committed outcomes stay stable across revisions;
re-sequencing applies from the next iteration forward.
## Review Checklist
- [x] Every workstream has a stable `WS-<n>` alias, a scope line, and an owner
- [x] Every outcome cites its workstream and its governing artifact
- [x] Ordering states its rationale
- [x] The horizon is explicit; nothing beyond it is committed
- [x] Current-iteration outcomes match the active iteration planReference
| Activity | Frame — Define what the system should do, for whom, and how success will be measured. |
|---|---|
| Default location | docs/helix/01-frame/roadmap.md |
| Requires | None |
| Enables | None |
| Informs | Iteration Plan |
| Generation prompt | Show the full generation prompt |
| Template | Show the template structure |
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