CODITECT Product Roadmap
12-Month Strategic Plan Informed by Palantir Analysis
Executive Summary
This roadmap translates insights from Palantir's Q4 2025 performance, AIP architecture, and FDE evolution into a concrete CODITECT product development plan. The goal: achieve >$1M ARR and Rule of 40 >50% within 12 months by dominating mid-market compliance automation in healthcare and financial services.
Strategic Foundation
Palantir Lessons Applied
| Palantir Success Factor | CODITECT Application |
|---|---|
| Ontology-first architecture | Healthcare/financial compliance ontology |
| AIP bootcamp → 60% conversion | 2-day compliance bootcamp → >50% conversion |
| FDE embedded delivery | Compliance Agent Engineer role |
| Rule of 40: 127% | Target Rule of 40: >50% by month 12 |
| 137% US commercial growth | Focus on underserved mid-market segment |
CODITECT Positioning
"Palantir for compliance automation at 1/10th the cost and 1/5th the time"
Target Customers: Mid-market healthcare and financial services organizations Deal Size: $50K - $500K annually Time to Value: 20 days to 2x ROI Differentiation: Compliance-native by design, not compliance-bolted-on
Phase 1: Foundation (Months 1-3)
Objective
Build the core platform capabilities that enable rapid compliance automation deployment.
Deliverables
1.1 Compliance Ontology Engine
Goal: Domain-specific semantic layer for healthcare and financial services
| Component | Description | Priority |
|---|---|---|
| Healthcare Objects | Patient, Encounter, Claim, Provider, ComplianceCheck | P0 |
| Financial Objects | Transaction, Control, Evidence, AuditFinding | P0 |
| Compliance Metadata | PHI markers, retention rules, regulatory mapping | P0 |
| Audit Trail Integration | Every object change creates audit record | P0 |
| Row-Level Security | Object access tied to compliance roles | P1 |
Success Criteria:
- 15 core object types defined and implemented
- Audit trail captures 100% of state changes
- Demo-ready for healthcare prior authorization workflow
1.2 Guardrail Framework
Goal: Compliance-constrained agent execution
| Component | Description | Priority |
|---|---|---|
| Guardrail Base Class | Abstract interface for constraint validation | P0 |
| Access Guardrails | PHI access based on role and purpose | P0 |
| Approval Guardrails | Human-in-loop for high-risk decisions | P0 |
| Audit Guardrails | Mandatory logging before/after actions | P0 |
| Guardrail Composer | Chain guardrails with AND/OR/sequence logic | P1 |
Success Criteria:
- <100ms p95 guardrail evaluation latency
- All agent actions auditable
- Graceful failure handling (no raw errors exposed)
1.3 Agent Templates (Healthcare MVP)
Goal: Pre-built agents for common healthcare compliance workflows
| Agent | Function | Autonomy Level |
|---|---|---|
| Prior Auth Agent | Automate prior authorization decisions | High (with approval gate for denials) |
| Coding Assist Agent | Suggest medical codes with compliance checks | Medium (human review required) |
| Audit Evidence Agent | Collect and organize HIPAA evidence | High |
| Document Agent | Generate compliant clinical documentation | Medium |
Success Criteria:
- Prior Auth Agent achieves 80%+ automation rate
- All agents produce audit-ready output
- Demo-ready for 2-day bootcamp
1.4 2-Day Bootcamp Curriculum
Goal: Compressed value demonstration for mid-market customers
| Day | AM Focus | PM Focus |
|---|---|---|
| Day 1 | System integration (EHR/claims) | Ontology configuration |
| Day 2 | Agent deployment | ROI demonstration + proposal |
Deliverables:
- Detailed facilitator guide
- Technical setup automation scripts
- Demo datasets and scenarios
- ROI calculator template
- Proposal template
Success Criteria:
- Integration complete by end of Day 1
- At least 1 agent in production by end of Day 2
- Customer sees path to 2x ROI in 20 days
1.5 Tiered LLM Routing
Goal: Optimize cost/quality tradeoffs
| Tier | Model | Use Case | Cost |
|---|---|---|---|
| High | Opus | Regulatory interpretation, compliance validation | $$$ |
| Medium | Sonnet | Standard workflows, document processing | $$ |
| Low | Haiku | Classification, simple extraction | $ |
Success Criteria:
- 40-70% cost reduction vs all-Opus baseline
- No degradation in compliance-critical tasks
- Routing decisions audited
Phase 2: Validation (Months 4-6)
Objective
Validate product-market fit with real customers and iterate based on feedback.
Deliverables
2.1 Customer Bootcamps (5+)
Goal: Prove the bootcamp model works
| Target | Description | Success Metric |
|---|---|---|
| Healthcare Provider (2) | Mid-size hospital/clinic | Prior auth automation |
| Health Tech (1) | Digital health company | Claims processing |
| Financial Services (2) | Regional bank/credit union | SOX control testing |
Success Criteria:
- 5+ bootcamps conducted
-
50% conversion to paid engagement
- 3+ documented case studies
2.2 AgentOps Monitoring MVP
Goal: Production monitoring and observability for deployed agents
| Component | Metrics | Alert Threshold |
|---|---|---|
| Performance | Latency, throughput, error rate | p95 >5s, error >1% |
| Safety | Guardrail triggers, human escalations | Escalation >10% |
| Compliance | Audit trail completeness, evidence quality | Completeness <99% |
| Cost | Token usage, model tier distribution | Cost >budget |
Success Criteria:
- Dashboard live for all customer deployments
- Alerts configured and escalation paths defined
- Weekly reporting for customer success team
2.3 FDA 21 CFR Part 11 Certification Package
Goal: Documentation proving CODITECT is Part 11-compliant
| Document | Purpose |
|---|---|
| Requirements Traceability Matrix | Map Part 11 to CODITECT capabilities |
| System Design Specification | Technical architecture for auditors |
| Validation Protocols (IQ/OQ/PQ) | Customer validation templates |
| Audit Trail Documentation | Schema, retention, export procedures |
Success Criteria:
- Documentation reviewed by external regulatory consultant
- 2+ customers successfully complete Part 11 validation
- Marketing: "Part 11 compliant by design"
2.4 Reference Customer Development
Goal: 3 referenceable customers with documented ROI
| Customer | Industry | Target Outcome |
|---|---|---|
| Reference 1 | Healthcare | Prior auth automation, 50%+ time savings |
| Reference 2 | Healthcare | Coding accuracy improvement, <1% error rate |
| Reference 3 | Financial | SOX control automation, 75% effort reduction |
Success Criteria:
- Quantified ROI documented (>2x)
- Public case study published
- Willing to do reference calls
Phase 3: Scale (Months 7-12)
Objective
Expand customer base, add financial services depth, and achieve ARR targets.
Deliverables
3.1 Financial Services Agent Templates
Goal: Pre-built agents for financial compliance workflows
| Agent | Function | Target Regulation |
|---|---|---|
| SOX Control Agent | Automated control testing and evidence collection | SOX 302/404 |
| Transaction Monitor Agent | Suspicious activity detection and SAR prep | AML/BSA |
| SOC 2 Evidence Agent | Continuous compliance evidence gathering | SOC 2 Type II |
| Audit Response Agent | Automated auditor request fulfillment | Multi-regulation |
Success Criteria:
- 4 financial agents in production
- 2+ financial services customers live
- Financial vertical contributes 30%+ of new ARR
3.2 Self-Service Agent Builder
Goal: Enable customers to create custom agents without CODITECT engineering
| Feature | Description |
|---|---|
| Visual Workflow Builder | Drag-and-drop agent design |
| Guardrail Templates | Pre-configured compliance constraints |
| Testing Environment | Safe space to iterate before production |
| Deployment Automation | One-click promotion to production |
Success Criteria:
- 3+ customers building custom agents
- <2 hours from idea to deployed agent
- Self-service reduces professional services dependency
3.3 EU AI Act Compliance Module
Goal: Position for August 2026 enforcement deadline
| Feature | Description |
|---|---|
| Risk Classification | Automated high-risk AI determination |
| Documentation Generator | Technical files, conformity declarations |
| Human Oversight Integration | Required human control points |
| Bias Detection | Automated fairness testing |
| Incident Reporting | Automated notification workflows |
Success Criteria:
- Module available 3 months before enforcement (May 2026)
- 2+ European customers in pipeline
- Marketing: "EU AI Act ready before your competitors"
3.4 Partner Channel Development
Goal: Leverage partners for scale
| Partner Type | Example | Value Exchange |
|---|---|---|
| System Integrator | Avivatec (Brazil) | Implementation capacity, local market access |
| EHR Vendor | Epic, Cerner ecosystem | Pre-built integrations, co-marketing |
| Compliance Consultants | Big 4 advisory | Lead generation, validation |
Success Criteria:
- 3+ partner agreements signed
- Partners contribute 20%+ of pipeline
- Joint marketing activities underway
3.5 ARR and Rule of 40 Targets
Goal: Achieve financial milestones
| Metric | Month 6 | Month 9 | Month 12 |
|---|---|---|---|
| ARR | $300K | $600K | $1.2M+ |
| Customers | 5 | 10 | 15+ |
| NRR | 105% | 110% | 115%+ |
| Rule of 40 | 30% | 40% | 50%+ |
Resource Allocation
Engineering Investment (70% of resources)
| Area | % of Engineering | Focus |
|---|---|---|
| Ontology & Data | 35% | Core platform, compliance metadata |
| Agent Framework | 25% | Guardrails, orchestration, templates |
| AgentOps | 20% | Monitoring, evaluation, deployment |
| Integrations | 20% | Healthcare (HL7, FHIR), Financial (APIs) |
Go-to-Market Investment (30% of resources)
| Area | % of GTM | Focus |
|---|---|---|
| Bootcamp Program | 40% | Curriculum, automation, delivery |
| Content/Marketing | 30% | Case studies, thought leadership |
| Sales Enablement | 20% | Pricing, proposals, demos |
| Partnerships | 10% | Channel development |
Risk Mitigation
Risk 1: Palantir Healthcare Expansion
Threat: Palantir moves downmarket into healthcare Mitigation:
- Accelerate mid-market wins before Palantir can pivot
- Build compliance-native differentiation that's hard to retrofit
- Consider acquisition targets for acceleration
Risk 2: Bootcamp Conversion < 50%
Threat: Model doesn't work for mid-market Mitigation:
- Iterate curriculum based on first 3 bootcamps
- Reduce scope to ensure value demonstration
- Offer money-back guarantee to reduce risk
Risk 3: Regulatory Complexity
Threat: Compliance requirements harder than expected Mitigation:
- Partner with regulatory consultants early
- Focus on well-understood regulations (HIPAA, SOX) first
- Build in flexibility for evolving requirements
Risk 4: LLM Cost/Performance
Threat: Token costs exceed projections Mitigation:
- Aggressive tiered routing from day 1
- Monitor and optimize continuously
- Build cost controls into customer pricing
Success Metrics Dashboard
┌─────────────────────────────────────────────────────────────────────────────┐
│ CODITECT SUCCESS METRICS │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ GROWTH EFFICIENCY │
│ ─────── ────────── │
│ ARR: $____M [$1.2M target] Rule of 40: ___% [>50% target] │
│ Customers: ___ [15+ target] CAC Payback: ___ mo [<3 mo target] │
│ NRR: ___% [>115% target] LTV:CAC: ___:1 [>3:1 target] │
│ │
│ PRODUCT CUSTOMER │
│ ─────── ──────── │
│ Bootcamp Conv: ___% [>50%] CSAT: ___ [>4.5/5 target] │
│ Time to Value: ___ days [20] Reference Customers: ___ [3+ target] │
│ Agent Automation: ___% [80%] Case Studies: ___ [5+ target] │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
Appendix: Key Dates
| Date | Event | CODITECT Action |
|---|---|---|
| Q1 2026 | Palantir Q4 2025 results published | This analysis completed |
| May 2026 | Palantir Q1 2026 earnings | Monitor healthcare expansion signals |
| Aug 2026 | EU AI Act enforcement begins | EU AI Act module available |
| Q4 2026 | CODITECT 12-month milestone | Target $1M+ ARR achieved |
Document Version: 1.0 | Date: February 2026 Based on: Palantir Q4 2025 Analysis, Competitive KPIs, FDE Evolution Research