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8 changes: 5 additions & 3 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -7,10 +7,10 @@ that collects evidence and reusable method for AI-assisted quality engineering i

The homepage includes two audience presentations:

- [Executive strategic vision](https://tomqwu.github.io/ai_qe/briefings/evp/): 25 slides on
- [Executive strategic vision](https://tomqwu.github.io/ai_qe/briefings/evp/): 26 slides on
industry outlook, strategic vision, value, ownership and capability expansion.
- [Technical delivery architecture](https://tomqwu.github.io/ai_qe/briefings/technical/):
35 slides on context, test validity, evaluation, agent controls, deployment, recovery and integration.
36 slides on context, test validity, evaluation, agent controls, deployment, recovery and integration.

These are research-informed perspectives and a proposed architecture, not measured bank results.

Expand Down Expand Up @@ -60,7 +60,7 @@ the site edition; source review dates remain attached to their individual resear

## Maintaining the briefings

The [fintech case explorer](https://tomqwu.github.io/ai_qe/case-studies/fintech/) has its own 19-slide executive and 30-slide technical decks. `_data/fintech_case.json` holds the fictional assumptions, workflow, sources and maturity profiles. `_data/fintech_decks.json` holds the slide narratives; `_includes/fintech/` contains their editable diagrams and shared layouts. Keep this illustrative case distinct from observed industry findings.
The [fintech case explorer](https://tomqwu.github.io/ai_qe/case-studies/fintech/) has its own 21-slide executive and 33-slide technical decks. `_data/fintech_case.json` holds the fictional assumptions, workflow, sources and maturity profiles. `_data/fintech_decks.json` holds the slide narratives; `_includes/fintech/` contains their editable diagrams and shared layouts. Keep this illustrative case distinct from observed industry findings.

Run `node tools/export_decks.cjs --fintech` against the preview to export the case PDFs. The edition in the case data, deck front matter and `fintech_edition` release field must agree. Run `node tools/fintech-browser-test.cjs` and `python tools/verify_fintech.py _site` after the build. `npm test` includes capacity and payment-model checks. The browser case is a deterministic teaching model; it does not connect to a payment service or invoke the example QA frameworks.

Expand Down Expand Up @@ -233,3 +233,5 @@ Fintech decks accept `?route=client#slide-N` for a curated sequence. Original an
## AI adoption roadmap

`_data/ai_adoption.json` defines four capability layers, PAY-142 examples, authority boundaries, prerequisites, evidence gates and reviewed primary sources. `/ai-adoption/` provides an interactive leadership view; the same native diagrams appear on fintech executive slide 17 and technical slide 28. Layer 4 supports reuse of layers 1–3; shared foundations start at every layer and agent authority is optional. This is an authored roadmap, not a client maturity assessment. Run `node tools/ai-adoption-browser-test.cjs` for selection, history, readiness links, responsive layout, search and no-JavaScript access.

The banking AI walkthrough uses `_data/qe_journey.json` for nine explicit handoffs and the three-state comparison. Caption-anchored profiles in `assets/data/narration-flows.json` synchronize the same visuals on pages and slides. The QA effort model retains its eight stages; developer unit work has no added savings assumption.
20 changes: 12 additions & 8 deletions _data/briefing_room.json
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Expand Up @@ -9,7 +9,7 @@
"url": "/briefings/fintech-evp/",
"pdf_prefix": "ai-qe-fintech-evp",
"edition": "fintech_edition",
"slides": 19,
"slides": 21,
"time": "25–30 min",
"outline": [
"The payment story and manual-work baseline",
Expand All @@ -22,7 +22,8 @@
"Before / after: manual API work and the target pilot workflow",
"Observed time framework for the API pilot and brainstorm questions",
"Four AI adoption layers: individual copilots, connected workflows, bounded agents and shared platform services",
"Before/after architecture and outcomes beyond hours · slides 18–19"
"Before/after architecture and outcomes beyond hours · slides 18–19",
"AI contribution and artifact handoffs · slides 20–21"
]
},
{
Expand All @@ -35,15 +36,16 @@
"url": "/briefings/fintech-technical/",
"pdf_prefix": "ai-qe-fintech-technical",
"edition": "fintech_edition",
"slides": 30,
"slides": 33,
"time": "35–45 min",
"outline": [
"System boundaries and payment API contract · slides 1–5",
"Versioned context, fixtures, assertions and CI artifacts · slides 6–12",
"Failure injection, readiness proof and promotion rules · slides 13–19",
"Virtualization, deployment and candidate validation · slides 20–25",
"Adapter contracts, before/after and AI integration layers · slides 26–28",
"Before/after architecture and outcomes beyond hours · slides 27, 29–30"
"Before/after architecture and outcomes beyond hours · slides 27, 29–30",
"Nine-step workflow, artifact trace and three-state comparison · slides 31–33"
]
},
{
Expand All @@ -56,15 +58,16 @@
"url": "/briefings/evp/",
"pdf_prefix": "ai-qe-evp",
"edition": "slide_edition",
"slides": 25,
"slides": 26,
"time": "30–40 min",
"outline": [
"Vision and value · slides 1–5",
"Industry, capability and ownership · slides 6–14",
"Roadmap, leadership and proof · slides 15–21",
"Client adoption assumptions and foundation ownership",
"QE modernization, repeatable environments and virtual services",
"Financial-services evidence and a focused client trial"
"Financial-services evidence and a focused client trial",
"AI-assisted banking QE: end-to-end workflow · final slide"
]
},
{
Expand All @@ -77,15 +80,16 @@
"url": "/briefings/technical/",
"pdf_prefix": "ai-qe-technical",
"edition": "slide_edition",
"slides": 35,
"slides": 36,
"time": "45–60 min",
"outline": [
"Architecture, context and test validity · slides 1–12",
"Evaluation, controls and operations · slides 13–21",
"Integration, delivery and failure resolution · slides 22–29",
"Client adoption assumptions and foundation ownership",
"QE modernization, repeatable environments and virtual services",
"Financial-services evidence and a focused client trial"
"Financial-services evidence and a focused client trial",
"AI-assisted banking QE: end-to-end workflow · final slide"
]
}
]
2 changes: 1 addition & 1 deletion _data/fintech_case.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,5 @@
{
"edition": "1.16.1",
"edition": "1.22.0",
"reviewed": "2026-09-07",
"adoptionAssumptions": "/platform-readiness/?preset=harbor",
"company": "Our Banking Client",
Expand Down
67 changes: 63 additions & 4 deletions _data/fintech_decks.json
Original file line number Diff line number Diff line change
Expand Up @@ -56,14 +56,14 @@
"chapter": "The proposed change"
},
{
"title": "Before / after: the API testing workflow",
"title": "Before / after: separate modernization from AI",
"visual": "before-after",
"lead": "",
"rows": null,
"columns": null,
"points": null,
"note": "Pilot target; validate foundations and measure effort, review, rework and quality before claiming gains.",
"sources": "S1,S2,S5,S6,S7",
"note": "Same payment scope. The two target states are proposed; no productivity or quality improvement has been measured.",
"sources": "AL1,AL2,S5,S6,S7",
"chapter": ""
},
{
Expand Down Expand Up @@ -253,6 +253,28 @@
"note": "Business aims: fewer escaped payment defects and emergency fixes. These proposed pilot measures do not establish those outcomes.",
"sources": "QO1,QO2",
"chapter": "Architecture and outcomes"
},
{
"title": "What AI contributes, from requirement to release",
"visual": "ai-journey",
"lead": "",
"rows": null,
"columns": null,
"points": null,
"note": "PAY-142 is an authored scenario. Each AI output needs review; test runners execute and people decide.",
"sources": "AL1,AL2,S5,S6,S7",
"chapter": "AI through the release"
},
{
"title": "Follow one payment test through the handoffs",
"visual": "artifact-trace",
"lead": "",
"rows": null,
"columns": null,
"points": null,
"note": "Illustrative artifacts and outcomes. Preserve failed evidence; a passing retest alone does not approve release.",
"sources": "AL1,AL2,S5,S6,S7",
"chapter": "AI through the release"
}
],
"technical": [
Expand Down Expand Up @@ -360,6 +382,10 @@
"visual": null,
"lead": "",
"rows": [
[
"Developer unit",
"Copilot drafts JUnit tests for idempotency logic; developers review. A fake repository cannot prove real payment integration."
],
[
"Service and API",
"REST Assured + JUnit. Cover retry, concurrent requests, idempotency conflicts and journal outcomes."
Expand All @@ -383,7 +409,7 @@
],
"points": null,
"note": "Test distribution follows behavior and observability. A new browser framework does not solve a shared settlement environment.",
"sources": "S6,S8",
"sources": "AL1,S6,S8",
"chapter": ""
},
{
Expand Down Expand Up @@ -734,6 +760,39 @@
"sources": "QO2",
"chapter": "Outcomes beyond hours",
"metric_role": "supporting"
},
{
"title": "Nine AI-assisted steps, with explicit handoffs",
"visual": "ai-journey",
"lead": "",
"rows": null,
"columns": null,
"points": null,
"note": "AI drafts; reviewers approve; CI executes. Context, artifacts and evidence remain versioned.",
"sources": "AL1,AL2,S5,S6,S7",
"chapter": "AI through the release"
},
{
"title": "PAY-142: requirement, test, failure, fix and proof",
"visual": "artifact-trace",
"lead": "",
"rows": null,
"columns": null,
"points": null,
"note": "Authored trace IDs. Fixed assertions: original transfer ID, one journal, payer 90000 and recipient 10000 minor units.",
"sources": "AL1,AL2,S5,S6,S7",
"chapter": "AI through the release"
},
{
"title": "Three states: isolate the incremental AI contribution",
"visual": "before-after",
"lead": "",
"rows": null,
"columns": null,
"points": null,
"note": "Compare equivalent payment packs. Retain real-provider checks and measure review, rework and platform overhead.",
"sources": "AL1,AL2,S5,S6,S7",
"chapter": "AI through the release"
}
]
}
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