Safeguard - Preserve AI - Client-Facing UI [238h]

project 3cb22424b3435158
Normalized: safeguard preserve ai client facing ui 238h
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Entity Properties (gold project table)
project_id
3cb22424b3435158
name
Safeguard - Preserve AI - Client-Facing UI [238h]
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eab0434446454faa
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created_at
2026-04-01 02:13:47.931041+00:00
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2026-04-01 02:13:47.931041+00:00
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35%
Separation Confidence How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
98%
Avg Match Confidence The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Strong source linkage

Source Mappings (53)

Source Source ID Display Name Confidence Method Status Actions
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moreland_contracts 7a9e06e585c6cee25c32792b2f576729 Preserve AI 0.80 fuzzy+embedding Active
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Safeguard-AL-Preserve-AI-Client-Facing-UI-V2[52].docx.pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Preserve%20AI%20%E2%80%94%20Client-Facing%20UI/Signed%20Arrangement%20Letter/Safeguard-AL-Preserve-AI-Client-Facing-UI-V2%5B52%5D.docx.pdf
company
Safeguard Properties
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Preserve AI
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Safeguard Team
contract_type
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total_fee_estimate
brief_project_description
Development of a client-facing portal that enables users to invoke Foundation AI agents, monitor workflow progress in real time, and review structured results.
start_date
2026-03-20
extracted_at
2026-06-25T02:21:13.269169+00:00
raw_text_preview
ARRANGEMENT LETTER Moreland Connect, LLC | Confidential Page 1 March 20, 2026 Re: Preserve AI — Client -Facing UI Dear Safeguard Team: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties (“Safeguard”). Background Safeguard Properties is a leading national property preservation and field services company, providing comprehensive solutions to mortgage servicers, investors, and government agencies across the United States. Safeguard is building “Preserve AI,” a client -facing portal that enables users to invoke Foundation AI agents, monitor workflow progress in real time, and review structured results. Sub -Vacant Inspection Review is the first active agent, with ICC Complianc e and Hazard Claim Review workflows planned for future scope. Preserve AI is a standalone React application, separate from the Access Today codebase. Users authenticate through Access Today, Safeguard’s existing ASP.NET Web Forms client portal, and navigate to Preserve AI via a link. The Access Today session provides the JWT that Preserve AI uses for all authenticated API interactions. Preserve AI communicates with Safeguard -provided Preserve AI API Endpoints (Lambda), which handle user -level authorization and proxy requests to Foundation API endpoints. This engagement covers the full front -end development of the Preserve AI portal, including the application shell, command center, workflow progress monitoring, results visualization, analysis history, search, and settings —all integrated with Foundation API endpoints via the Safeguard - provided intermediary API layer. Scope of Services Moreland will provide consulting services to assist Safeguard with the following: In Scope • App Shell & Navigation: standalone React application with sidebar navigation (Command Center, Analysis History, Search, Settings), top searc
file_created_at
2026-03-23T13:46:48+00:00
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2026-03-23T13:46:48+00:00
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Sam Wilsey
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Sam Wilsey
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moreland_contracts a8dd8f1401a1d7c20f4bbe7b0b76de9a Preserve AI — Client -Facing UI 0.80 fuzzy+embedding Active
Source Record bronze_moreland_contracts_ma_project_contracts
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Safeguard - Preserve AI - Client-Facing UI - Change Order 1 - Architecture Alignment and Backend Bui.pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Preserve%20AI%20%E2%80%94%20Client-Facing%20UI/Change%20Orders/Safeguard%20-%20Preserve%20AI%20-%20Client-Facing%20UI%20-%20Change%20Order%201%20-%20Architecture%20Alignment%20and%20Backend%20Bui.pdf
company
Safeguard Properties
project_name
Preserve AI — Client -Facing UI
contact_person
contract_type
time_and_materials
hourly_rate
215.0
estimated_hours
117.0
total_fee_estimate
25155.0
brief_project_description
Change Order realigning the Preserve AI — Client -Facing UI engagement with the back -end architecture and ownership model.
start_date
2026-05-07
extracted_at
2026-06-25T02:21:09.821463+00:00
raw_text_preview
MorelandConnect, LLC · Safeguard Properties — Preserve AI — Client -Facing UI Change Order #1 · May 7, 2026 · Page 1 of 5 Change Order #1 Preserve AI — Client -Facing UI — Architecture Alignment and Backend Build -Out Change Order # CO-001 Date May 7, 2026 Project Safeguard — Preserve AI — Client -Facing UI Reference Arrangement Letter Preserve AI — Client -Facing UI Arrangement Letter (March 20, 2026) Reference Agreement Master Services Agreement between Safeguard Properties and MorelandConnect Prepared By MorelandConnect LLC Billing Time -and-materials Rate $215/hr Schedule Impact Revised delivery duration of 8 –10 weeks (vs. 6 –8 weeks in the original Arrangement Letter), inclusive of the 2 -week production warranty period. Back -end and front -end work run in parallel where possible. 1. Purpose This Change Order realigns the Preserve AI — Client -Facing UI engagement with the back -end architecture and ownership model agreed during the technical kickoff and the May 5, 2026 Program Status #1 review. MorelandConnect now owns the full Preserve .NET AP I service (replacing the Safeguard -owned Lambda placeholder referenced in the original Arrangement Letter), persists run history and structured results to Safeguard -hosted Postgres via Foundation webhooks, and authenticates to Foundation via a long -lived a pplication API key in place of Foundation -side JWT validation. 2. Background The Preserve AI — Client -Facing UI Arrangement Letter (March 20, 2026) referenced “Preserve AI API Endpoints (Lambda)” as a Safeguard -owned placeholder layer between the Preserve AI React application and Foundation, and listed backend data storage as out o f scope. The technical kickoff and the May 5 Program Status #1 review surfaced that the always -intended direction was the VC Tool pattern: a MorelandConnect -built and -owned Preserve .NET API service, deployed as ECS containers, that orchestrates Foundatio n calls, pers
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2026-05-13T12:39:45+00:00
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2026-05-13T12:39:45+00:00
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Sam Wilsey
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Sam Wilsey
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Safeguard-AL-Preserve-AI-Client-Facing-UI (1).docx
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company
Safeguard Properties
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Preserve AI
contact_person
Safeguard Team
contract_type
time_and_materials
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215.0
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191.0
total_fee_estimate
0.0
brief_project_description
Full front-end development of the Preserve AI portal, including application shell, command center, workflow progress monitoring, results visualization, and settings integration.
start_date
extracted_at
2026-07-01T02:18:46.572070+00:00
raw_text_preview
February 24, 2026 Re: Preserve AI — Client-Facing UI Dear Safeguard Team: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties (“Safeguard”). Background Safeguard Properties is a leading national property preservation and field services company, providing comprehensive solutions to mortgage servicers, investors, and government agencies across the United States. Safeguard is building “Preserve AI,” a client-facing portal within SafeView that enables users to invoke Foundation AI agents, monitor workflow progress in real time, and review structured results. Property Review is the first active agent, with ICC Compliance and Hazard Claim Review workflows planned for future scope. This engagement covers the full front-end development of the Preserve AI portal, including the application shell, command center, workflow progress monitoring, results visualization, analysis history, search, and settings—all integrated with Foundation API endpoints. Scope of Services Moreland will provide consulting services to assist Safeguard with the following: In Scope • App Shell & Navigation: new SafeView route, sidebar navigation (Command Center, Analysis History, Search, Settings), top search bar, agent status indicator, Foundation API client layer with auth, request handling, and error mapping • Command Center: agent cards (Property Review active; ICC Compliance and Hazard Claim Review to be enabled in future scope), Activate Agent input flow, Recent Agent Activity table with status badges, timestamps, and View Report links • Workflow Progress View: trigger workflow via Foundation API, real-time step-by-step progress display with per-step status indicators, polling/SSE for step events, error/timeout handling with retry logic, transition to results on completion • Results View: property metadata cards (FTV Date, Secured Date, Bids, Damages), risk score visualizat
file_created_at
2026-02-24T22:09:16+00:00
file_modified_at
2026-03-13T14:19:25+00:00
created_by
Paul Franke
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Mark Murphy
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moreland_contracts 9480eed07ae8902d67f9b2c701abea39 Preserve AI 0.80 fuzzy+embedding Active
Source Record bronze_moreland_contracts_ma_project_contracts
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Safeguard-AL-Preserve-AI-Client-Facing-UI-V2[52].docx.pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Contracts/Safeguard-AL-Preserve-AI-Client-Facing-UI-V2%5B52%5D.docx.pdf
company
Safeguard Properties
project_name
Preserve AI
contact_person
Safeguard Team
contract_type
time_and_materials
hourly_rate
estimated_hours
total_fee_estimate
brief_project_description
Development of a client-facing portal that enables users to invoke Foundation AI agents, monitor workflow progress in real time, and review structured results.
start_date
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2026-07-01T02:18:50.974869+00:00
raw_text_preview
ARRANGEMENT LETTER Moreland Connect, LLC | Confidential Page 1 March 20, 2026 Re: Preserve AI — Client -Facing UI Dear Safeguard Team: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties (“Safeguard”). Background Safeguard Properties is a leading national property preservation and field services company, providing comprehensive solutions to mortgage servicers, investors, and government agencies across the United States. Safeguard is building “Preserve AI,” a client -facing portal that enables users to invoke Foundation AI agents, monitor workflow progress in real time, and review structured results. Sub -Vacant Inspection Review is the first active agent, with ICC Complianc e and Hazard Claim Review workflows planned for future scope. Preserve AI is a standalone React application, separate from the Access Today codebase. Users authenticate through Access Today, Safeguard’s existing ASP.NET Web Forms client portal, and navigate to Preserve AI via a link. The Access Today session provides the JWT that Preserve AI uses for all authenticated API interactions. Preserve AI communicates with Safeguard -provided Preserve AI API Endpoints (Lambda), which handle user -level authorization and proxy requests to Foundation API endpoints. This engagement covers the full front -end development of the Preserve AI portal, including the application shell, command center, workflow progress monitoring, results visualization, analysis history, search, and settings —all integrated with Foundation API endpoints via the Safeguard - provided intermediary API layer. Scope of Services Moreland will provide consulting services to assist Safeguard with the following: In Scope • App Shell & Navigation: standalone React application with sidebar navigation (Command Center, Analysis History, Search, Settings), top searc
file_created_at
2026-03-24T19:25:49+00:00
file_modified_at
2026-03-24T19:25:49+00:00
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Jeff Kavlick
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Jeff Kavlick
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Safeguard - Preserve AI - Client-Facing UI - Change Order 1 - Architecture Alignment and Backend Build-Out[67].docx
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Safeguard
project_name
Preserve AI — Client-Facing UI
contact_person
contract_type
time_and_materials
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215.0
estimated_hours
117.0
total_fee_estimate
25155.0
brief_project_description
Realignment of the Preserve AI — Client-Facing UI engagement with back-end architecture and ownership model.
start_date
extracted_at
2026-07-01T02:18:26.808369+00:00
raw_text_preview
Change Order #1 Preserve AI — Client-Facing UI — Architecture Alignment and Backend Build-Out 1. Purpose This Change Order realigns the Preserve AI — Client-Facing UI engagement with the back-end architecture and ownership model agreed during the technical kickoff and the May 5, 2026 Program Status #1 review. MorelandConnect now owns the full Preserve .NET API service (replacing the Safeguard-owned Lambda placeholder referenced in the original Arrangement Letter), persists run history and structured results to Safeguard-hosted Postgres via Foundation webhooks, and authenticates to Foundation via a long-lived application API key in place of Foundation-side JWT validation. 2. Background The Preserve AI — Client-Facing UI Arrangement Letter (March 20, 2026) referenced “Preserve AI API Endpoints (Lambda)” as a Safeguard-owned placeholder layer between the Preserve AI React application and Foundation, and listed backend data storage as out of scope. The technical kickoff and the May 5 Program Status #1 review surfaced that the always-intended direction was the VC Tool pattern: a MorelandConnect-built and -owned Preserve .NET API service, deployed as ECS containers, that orchestrates Foundation calls, persists run history to a Safeguard-hosted Postgres database, and serves history, search, and detail queries to the React application. Two further decisions landed in the May 5 review. Safeguard closed out the persistence direction — Foundation webhooks fire into the Preserve .NET API, which persists run records and structured result JSON to Safeguard’s Postgres; Preserve AI queries Postgres via the .NET API for history, search, and detail views, never Foundation directly. Safeguard also explicitly rejected Foundation-side JWT validation (“let’s not even complicate it anymore with a JWT validation”); the .NET API authenticates to Foundation via a long-lived application API key, and the shadow token design exploration is dropped. Safeguard committed to owning the loan acces
file_created_at
2026-05-12T18:15:35+00:00
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2026-05-19T17:05:34+00:00
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Paul Franke
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Paul Franke
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