YipitData Data Science

Active Programs

Owners and stakeholders across PnLs. Nodes link capabilities to business lines and individual programs. 

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flowchart TB
    CP_A["Causal Language Modeling"]
    CP_B["Natural Language Processing"]
    CP_D["Multimodal Forecasting"]

    PNL_1["Retail and Brand Intelligence"]
    PNL_2["Stock Intelligence"]
    PNL_3["Company Intelligence"]
    PNL_4["Yipit AI Platform"]

    CP_A --> PNL_2
    CP_A --> PNL_3
    CP_A --> PNL_4
    CP_B --> PNL_1
    CP_D --> PNL_1
    CP_D --> PNL_2

    PNL_1 --> P1_A["
    Brand-Level Forecasting
    Owner: Sajad/Stu
    Stakeholder: Jordan
    v1.1 2026-02-27"]

    PNL_1 --> P1_D["
    Item to Item Matching Across Retailers
    Owner: Andrew/Payam
    Stakeholder: Jordan/Aly
    v1.1 2026-02-27"]

    PNL_1 --> P1_G["
    Brand to Brand Matching Across Retailers
    Owner: Andrew
    Stakeholder: Jordan
    v1 2026-02-27"]

    PNL_1 --> P1_F["
    Grocery Item Brand Identification
    Owner: Mateo
    Stakeholder: Jordan
    v1 2026-02-27"]

    PNL_1 --> P1_B["
    Leia Receipt to Web Scrape Playbook
    Owner: Charlie/Bruno
    Stakeholder: Jordan
    v1 2026-01-30"]

    PNL_1 --> P1_E["
    AI Retailer Build
    Owner: Charlie
    Stakeholder: Jordan
    v1 2026-02-27"]

    PNL_2 --> P2_A["
    Summit White Papers
    Owner: Stu
    Stakeholder: Vin
    v1 2026-02-27"]

    PNL_2 --> P2_B["
    CC Feed Agg and Interpretation (DS)
    Owner: Stu
    Stakeholder: Vin
    v1 2026-02-27"]

    PNL_3 --> P3_A["
    Revenue Estimation (DS)
    Owner: Stu
    Stakeholder: Vin
    v1 2026-02-27"]

    PNL_3 --> P4_A["
    AI Tagging Platform (DS)
    Owner: Stu
    Stakeholder: Steve
    v1 2026-02-27"]

    PNL_4 --> P4_A

    PNL_4 --> P4_B["
    Internal Agent Testing
    Owner: Charlie
    Stakeholder: Anup
    v1 2026-02-27"]

    P1_B --> P1_B1["
    OCR Corrections
    Owner: Charlie/Bruno
    Stakeholder: Jordan
    v1 2026-01-30"]

    P1_B --> P1_B2["
    Skewed Receipt Photos
    Owner: Charlie/Bruno
    Stakeholder: Jordan
    v1 2026-01-30"]

    P1_B --> P1_B3["
    Probabilistic Match
    Owner: Charlie/Bruno
    Stakeholder: Jordan
    v1 2026-01-30"]

    P1_B --> P1_B4["
    Edison Receipt to Web Scrape Matching
    Owner: Mateo
    Stakeholder: Jordan
    v1 2026-01-30"]

    P2_B --> P2_B1["
    CC Feed Speed (DS)
    Owner: Stu
    Stakeholder: Vin
    v1 2026-02-27"]

    P2_B --> P2_B2["
    CC Feed Accuracy (DS)
    Owner: Stu
    Stakeholder: Vin
    v1 2026-02-27"]

    P2_B --> P4_A1

    P4_A --> P4_A1["
    Yoda Beta Testing
    Owner: Sajad/Bruno/Stu
    Stakeholder: Anup/Ed
    v1 2026-02-27"]

    P4_A --> P4_A2["
    Merlin Beta Testing
    Owner: Sajad/Bruno/Stu
    Stakeholder: Anup/Ed
    v1 2026-02-27"]

    P4_A --> P4_A3["
    Fallon Beta Testing
    Owner: Sajad/Bruno/Stu
    Stakeholder: Anup/Ed
    v1 2026-02-27"]

    P4_A --> P4_A4["
    Spendhound Beta Testing
    Owner: Sajad/Bruno/Stu
    Stakeholder: Anup/Ed
    v1 2026-02-27"]

    subgraph KEY[" "]
        direction LR
        K_COMPLETE["Complete"]
        K_INPROGRESS["In Progress"]
        K_NOTSTARTED["Not Started"]
        K_COMPLETE ~~~ K_INPROGRESS ~~~ K_NOTSTARTED
    end

    P4_A3 ~~~ KEY

    classDef structure   fill:#ecf0f1,stroke:#0d4753,color:#1b1d1f;
    classDef complete   fill:#d9ead3,stroke:#0d4753,color:#1b1d1f;
    classDef inprogress fill:#fff2cc,stroke:#0d4753,color:#1b1d1f;
    classDef notstarted fill:#fce5cd,stroke:#0d4753,color:#1b1d1f;

    class K_COMPLETE complete;
    class K_INPROGRESS inprogress;
    class K_NOTSTARTED notstarted;

    class CP_A structure;
    class CP_B structure;
    class CP_D structure;

    class PNL_1 structure;
    class PNL_2 structure;
    class PNL_3 structure;
    class PNL_4 structure;

    class P1_A inprogress;
    class P1_D inprogress;
    class P1_G inprogress;
    class P1_F inprogress;
    class P1_B complete;
    class P1_E inprogress;

    class P2_A inprogress;
    class P2_B inprogress;

    class P3_A notstarted;

    class P4_A inprogress;
    class P4_B inprogress;

    class P1_B1 complete;
    class P1_B2 complete;
    class P1_B3 complete;
    class P1_B4 complete;

    class P2_B1 notstarted;
    class P2_B2 notstarted;

    class P4_A1 inprogress;
    class P4_A2 notstarted;
    class P4_A3 notstarted;
    class P4_A4 notstarted;

Flagship Programs

Gantt timelines for each flagship program area.

AI Tagging Platform

Fine-tuned QLoRA models for entity tagging across structured and unstructured financial data. 

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    tickInterval 1month
    excludes    weekends
    v0 Architecture            :done,    des1, 2026-02-01, 30d
    Model Evaluation Module               :active,  des2, 2026-02-01, 30d
    QLoRA Models R&D - Yoda               :active,  des2, 2026-02-01, 30d
    Production Architecture                :active,  des2, 2026-02-01, 30d
    QLoRA Models Production - Yoda               :des3, after des2, 15d
    QLoRA Models R&D - Spendhound               :des3, after des2, 15d

Quant Products, Summit

Statistical evaluation of B2B panel data for KPI forecasting and PnL construction. 

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    tickInterval 1month
    excludes    weekends
    R&D, Data and Customer Calls  :done,    des1, 2026-02-01, 30d
    White Papers, KPI Forecasting               :active,  des2, 2026-02-01, 30d
    White Papers, PnL Using Canonical Strategies          :des3, after des2, 15d

Retailer and Brand AI

Cross-retailer matching, brand-level forecasting, and AI-driven retailer builds. 

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    tickInterval 1month
    excludes    weekends
    Leia/Edison to Web Scrape Matching Playbook :done, des1, 2026-02-01, 30d
    GMV Forecasting               :active,  des2, 2026-02-01, 30d
    Item and Brand Matching Across Retailers  :active,  des2, 2026-02-01, 30d
    Grocery Item Brand Identification :active,  des2, 2026-02-01, 30d
    AI Retailer Build :active,  des2, 2026-02-01, 30d
    AI QA               :         des3, after des2, 15d

Foci by Team Member

Primary and secondary assignments for each team member.

Team Member Priority Project Owner Stakeholder Version Docs
Andrew Primary AI Tagging Platform Andrew Anup v0 JIRA
Andrew Secondary Item Matching Across Retailers Andrew Aly/Jordan v0 GSheet
Bruno Primary AI Tagging Platform Andrew Anup v0 JIRA
Bruno Secondary tbd tbd tbd tbd tbd
Charlie Primary AI Retailer Build Charlie Jordan v0 tbd
Charlie Secondary Internal Agent Testing Charlie Anup v0 tbd
Mateo Primary Grocery Item Brand Identification Mateo Jordan v0 GDoc
Mateo Secondary tbd tbd tbd tbd tbd
Payam Primary Item Matching Across Retailers Andrew Aly/Jordan v0 GSheet
Payam Secondary Summit White Papers Stu Vin v0 tbd
Sajad Primary Brand-Level Forecasting Stu Jordan v0 GSheet
Sajad Secondary AI Tagging Platform Andrew Anup v0 JIRA
Stu Primary Brand-Level Forecasting Stu Jordan v0 GSheet
Stu Secondary Summit White Papers Stu Vin v0 tbd