Opticat item search MCP reviewPhase 1 discovery, validation, and path forward
Scope and SOW status

Every obligation, its evidence, and what remains

This is the authoritative status index for the Phase 1 assessment. Each item states the conclusion, business meaning, evidence, remaining action, accountable owner, and where to inspect the detail.

Assessment Report

Six report parts and two delivery obligations

Validated means the approach has representative live proof. It does not mean the full current baseline or contractual report package is complete.

Phase 1 remains a written assessment.

The live site and working demo are separately authorized validation evidence. They show that the recommended design can work; they are not the SOW’s software deliverable.

§3.1 · Part 1Validated

What exists today

The prototype, tool surface, instruction layer, API paths, hosting, and dependencies have been reviewed.

Why it matters
OptiCat can retain the catalog connection and focus investment on the evidence boundary instead of starting over.
Evidence now
Repository map, nine findings, complete tool inventory, and live target comparison.
Remaining
Confirm the final deployed revision and configuration in the frozen closeout run.
Owner
Tenexity engineering
Inspect the detail
§3.1 · Part 2In progress

Accuracy baseline and failure analysis

The test assets, failure taxonomy, evidence layers, and replay method are ready; a current pass rate is not.

Why it matters
Representative live success proves feasibility, but funding and release decisions still need one frozen, adjudicated baseline.
Evidence now
50 historical cases, 32 tool-shape cases, 16 core comparisons, and the evaluation status register.
Remaining
Approve expected answers, run the complete agreed suite, resolve disputes, and publish results by journey.
Owner
Tenexity with OptiCat domain adjudication
Inspect the detail
§3.1 · Part 3Validated

Target architecture and recommendations

A task-level MCP boundary now shows how identity, completeness, qualifiers, errors, and evidence can be enforced.

Why it matters
Customers can ask in their own language while catalog truth remains controlled by OptiCat data rather than model memory.
Evidence now
Before/after architecture, eight typed tools, live journey proofs, and contract-backed Tool Atlas.
Remaining
Calibrate the design against the complete replay and domain-approved relationship and fitment rules.
Owner
Tenexity architecture + OptiCat API/catalog owner
Inspect the detail
§3.1 · Part 4Complete

Implementation plan

The technical path is sequenced from evidence closeout to a dependable demonstration and later customer hardening.

Why it matters
Work can be funded by outcome and exit gate instead of as an undifferentiated rewrite.
Evidence now
Three-stage roadmap, directional workstreams, dependencies, risks, decisions, and acceptance gates.
Remaining
Convert the directional sequence into an authorized commercial proposal only when scope and baseline are approved.
Owner
Tenexity technical lead + OptiCat product owner
Inspect the detail
§3.1 · Part 5Pending

Detailed fixed-price Phase 2 proposal

Pending by decision. This assessment site does not present a fixed price, milestone pricing, staffing commitment, or delivery date.

Why it matters
No commercial commitment will be inferred from engineering estimates or an earlier proposal.
Evidence now
Technical scope, acceptance inputs, dependencies, risks, and conference constraints are available for later pricing.
Remaining
Authorize scope, staffing, price by milestone, fixed total, exclusions, and committed schedule.
Owner
Authorized Tenexity and OptiCat commercial owners
Inspect the detail
§3.1 · Part 6Complete

Success metrics and production targets

All seven named SOW KPIs have definitions, recommended targets, and accountable owners.

Why it matters
Safety, quality, judgment, evidence, and speed can be evaluated separately instead of hidden in one blended score.
Evidence now
SOW KPI scorecard, case contracts, deterministic checks, and the evaluation workbench.
Remaining
Measure the frozen baseline and have OptiCat approve production thresholds and risk tolerance.
Owner
OptiCat product/domain owners + Tenexity evaluation
Inspect the detail
§2.5Pending

Assessment review session

The executive and engineering story is ready to walk through; the contractual review session has not been held.

Why it matters
Acceptance decisions should happen against the same evidence, open gaps, and ownership record.
Evidence now
Assessment overview, live validation proof, evaluation gate, and decision log.
Remaining
Schedule and conduct one working session of up to 90 minutes after the report package is issued.
Owner
Tenexity + OptiCat executive sponsor
Inspect the detail
§3.2Pending

Editable/PDF report and appendices

The site contains the current assessment story and supporting sections, but it is not the contractual editable/PDF package.

Why it matters
The live site can support review without being mislabeled as the sole written deliverable.
Evidence now
Current assessment pages, linked diagrams, risk matrix, decision log, roadmap, and evidence library.
Remaining
Consolidate the approved baseline and appendices into one editable report and one visually verified PDF.
Owner
Tenexity
Inspect the detail
Phase 2 proposal · PendingNo price or delivery commitment is presented here.

A future proposal must separately authorize its fixed total, price by milestone, staffing commitment, acceptance criteria, dependencies, exclusions, risk allowance, and delivery date. The directional roadmap is not that proposal.

See the boundary
Required appendices

Seven named views, each with a current home

These site sections account for every redlined appendix. Consolidation into the final editable/PDF report remains pending.

What OptiCat already built

The prototype

The source, the prompts, the deployments, and the path a customer question actually took to reach the catalog.

Whether the API can support a real answer

The catalog

Vehicle, VIN, fitment, interchange, replacement, and product detail—and which of those fields survive all the way to the customer.

What customers were actually told

The answers people got

Historical failures, incomplete lists, guessed fitment, and cases where a service problem was described as “no results.”

Whether this can be made dependable

The path forward

We replayed live catalog journeys and built a target that keeps identity, completeness, and evidence in the service—not in the model.

What stays

The catalog connection

The prototype already reaches OptiCat and covers the journeys that matter. The catalog connection is proven; the answer path needs enforcement.

Decision: keep the proven service foundation and repair the output behavior.
Where money should go

Correctness—not more infrastructure

Fund exact identity, fitment conditions, complete result lists, honest errors, and one evaluation gate. That is what turns a working demo into a dependable product.

Decision: prioritize customer trust and repeatability.
What has now been proven

A dependable experience is achievable

Vehicle, VIN, fitment, interchange, and replacement journeys now run live with qualified results. Feasibility is proven. A measured pass rate is the remaining Phase 1 gate.

Decision: proceed to a bounded Phase 2 if closeout results hold.
Phase 1

What we got, what we did, and what needs to be done

What we got

What we got

  1. The working prototype

    Source, history, configuration, and the original catalog connection.

  2. Catalog access

    API documentation and a live development key we could exercise.

  3. Prior testing

    Historical QA notes, failing examples, and the expected-answer context around them.

  4. The business brief

    The Phase 1 SOW, the customer journeys, and what a demonstration is supposed to prove.

What we did

What we did

  1. A review of what exists

    What to keep, what to repair, and what should never be treated as a customer answer.

  2. A diagnosis of the trust gaps

    Why a correct catalog call could still produce an incomplete or overconfident answer.

  3. A working target experience

    Live vehicle, VIN, fitment, interchange, and replacement journeys with evidence attached.

  4. A sequenced plan

    Where remaining effort should go, and in what order, before anyone funds a rewrite.

Remaining

What needs to be done

  1. Replay the full agreed test set

    Representative live success is not a measured pass rate. The complete set still needs one rubric and one frozen configuration.

    Tenexity with OptiCat adjudication
  2. Confirm disputed expected answers

    A few historical cases need the catalog owner to say what the right answer actually is.

    OptiCat catalog and API owner
  3. Issue the final report

    One editable Assessment Report, a PDF, and the required appendices—not a folder of working drafts.

    Tenexity
  4. Hold the review session

    Walk the findings, see the live demo, and decide whether to authorize Phase 2.

    OptiCat executive and engineering

Phase 1 is a written assessment, not a software delivery. The live demo is a separately authorized validation artifact. Remediation and production hardening require Phase 2 authorization.

Continue the storyThe nine findings
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