Requirements to Start

Requirements to Start Development

What we need from Hilo to begin building. Organised by severity (blocker / high / medium) and by owner. The Blocker items prevent any meaningful progress.

The single most valuable ask. If we can get an Entra ID account with Contributor role on the relevant Azure subscription, we can self-provision every other piece of infrastructure (VM, Postgres, networking, secrets, monitoring) without further back-and-forth. That one access decision unlocks ~70% of the infra requirements list below.

1. Blockers · cannot start without these

REQ-01Entra ID account + Azure subscription accessBlocker
Owner Hilo ITEffort ~30 min on their side

Provision an Entra ID account for the developer on the Hilo tenant. Add to the relevant Azure subscription with Contributor role on the resource group that will hold the B2B dashboard infrastructure (or a new RG dedicated to it).

This single permission unlocks self-provisioning of: VM, Postgres, networking, Key Vault, Application Insights, App Service, Storage. Without it, every infra piece needs a separate request to the Hilo tech team.

REQ-02Read access to B2C database (or schema dump)Blocker
Owner Hilo tech (Matti)Effort Small if dev/staging copy exists

To design the patient data model and the mirroring path, we need to see the B2C schema. Acceptable forms (in order of preference):

  • Read-only Postgres user on a dev/staging copy of B2C (best — also lets us test queries)
  • Schema dump (pg_dump --schema-only) plus a sample data export
  • Documentation of relevant tables: patients, devices, BP readings, sleep, steps, sync events

Without this, the data model on the B2B side is guessing.

REQ-03Decision: how does B2B read B2C data?Blocker
Owner Hilo tech leadershipEffort One decision meeting

Pick one (covered in Architecture · §4):

  • Direct read-only DB connection from B2B service (fastest, OK for pilot)
  • Read replica of B2C Postgres (recommended for pilot)
  • Internal API exposed by B2C team (long-term target)

The choice determines whether the B2C team needs to ship something before B2B can integrate.

REQ-04Decision: demo path or working pilot path for May 28th?Blocker
Owner Hilo leadership + PMEffort One decision meeting

This is the most important non-technical decision. See Risk R-01 and Scope. Recommendation: demo path on synthetic data; pilot path starts immediately after, with proper compliance + legal track.

2. High priority · needed in week 1

REQ-05Scheduled call with Matti (data architecture)High
Owner PM to schedule

Topics: B2C data model walkthrough, sync mechanism, dev/staging environment availability, data residency, retention policies, anomalies in current data we should know about.

REQ-06Legal alignment on consent flow wordingHigh
Owner Hilo legal · PM as proxy

Even draft language is enough to start designing against. Final approval can come later. We need legal to opine on:

  • Whether email-link consent is sufficient under GDPR Art. 9
  • Required identity verification before consent grants
  • Consent revocation cascade (what happens to historical data)
  • HIPAA applicability (US customers? EU only?)
  • Data Processing Agreement template between Hilo and B2B partners
REQ-07Choice of identity providerHigh
Owner Hilo tech leadership

Recommendation: Azure AD B2C (already in Azure ecosystem; Entra ID provisioning). Alternative: Auth0. Either is fine. Building auth in-house is not.

REQ-08Confirmation of Azure region for data residencyHigh
Owner Hilo tech

Default: West Europe or North Europe for GDPR-defensible residency of EU patient data. If Hilo has US customers, multi-region considerations apply.

REQ-09Slack / Teams channel with Justin + dev + PMHigh
Owner PM

Single async channel for unblocking infra and data questions. Keeps decisions out of email.

3. Medium priority · needed in week 1–2

REQ-10Existing dashboard codebase accessMedium
Owner Hilo tech (David)

For reference on existing patterns (auth, logging, data access). Confirmed access already exists per the kickoff meeting.

REQ-11Domain / subdomain decision + DNS accessMedium
Owner Hilo IT / DNS

Suggested: partners.hilo.com or dashboard.hilo.com. Need DNS team to create CNAME / A record once Azure App Service is provisioned. TLS via Azure-managed cert.

REQ-12Email sending domain + SPF/DKIMMedium
Owner Hilo IT

For consent emails (Phase 2) and partner invitation / password reset emails. Provider TBD (SendGrid, Postmark, Azure Communication Services). Need DNS records to authenticate the sending domain.

REQ-13Lovable prototype access (editor or zip export)Medium
Owner PM

Already received as zip files in .context/attachments/. Editor access optional (good for visual iteration with the PM). Treat as visual reference only; build the production codebase fresh.

REQ-14Figma board accessMedium
Owner PM

For UX flows that didn't make it into the Lovable prototype. PM committed to share post-meeting.

REQ-15Final MVP funnel from PMMedium
Owner PM

PM committed to deliver by "tomorrow evening" (per the kickoff). Final MVP funnel + breakdown of which steps are clear vs which need definition.

4. Information requests · ongoing

WhatFrom whomWhy we need it
How does HCP-managed band sync work today?Matti / app teamTo model time-of-measurement vs time-of-sync correctly
BP categorization thresholds Hilo usesHilo productAvoid hardcoding wrong cutoffs in schema
HubSpot account model for partners (record types, fields)KonstantinFuture integration; not a blocker
Shopify decision (account creation in Shopify or HubSpot)PM (after Shopify meeting)Determines long-term integration design
App team roadmap / capacity for patient consent endpointApp team leadDetermines whether patient-managed flow is achievable in Phase 2
Existing audit logging or compliance infraHilo tech / securityAvoid duplicate work
Existing Hilo monitoring / observability stackHilo techSo B2B dashboard plugs into the same place

5. Suggested message to send in the team chat

A copy-paste-able version for the team Slack / Teams channel once it's set up.

Hi all — getting set up for the B2B dashboard build. Top priorities to unblock me:

1. Entra ID account on the Hilo tenant + Contributor role on the Azure subscription
   (or RG) where the B2B dashboard will live. With this I can self-provision the
   VM, Postgres, networking, Key Vault, monitoring without further back-and-forth.

2. Read access to the B2C database — ideally a read-only Postgres user on a
   dev/staging copy. If that's not available, a schema dump + sample data is fine.

3. A 30-min call with Matti to walk through the B2C data architecture and decide
   whether B2B reads via direct DB connection, read replica, or an API.

4. Hilo tech leadership decision: Azure AD B2C or Auth0 as the identity provider
   for B2B dashboard logins. Either is fine; not building auth in-house.

5. Azure region for the resources (recommendation: West or North Europe for
   GDPR-defensible residency of EU patient data).

Lower priority but useful in week 1: subdomain decision, email sending domain
with SPF/DKIM, the final MVP funnel from PM.

Posting full requirements + architecture + scope analysis in a docs portal —
will share the link separately.