The shared operating foundation behind focused vertical brands.
Every Aegis vertical starts on the same foundation. The differences live in the domain logic on top.
Sound business core. Vertical precision.
Aegis is the platform engine behind a portfolio of vertical brands. It is built around the conviction that every operating business needs the same disciplined foundation — customers, worklists, billing, communications, documents, forms, reporting, automation, permissions, and auditability — long before any industry-specific feature is meaningful.
From that foundation, Aegis adds the domain logic that makes healthcare, wine commerce, mortgage operations, and other regulated industries work the way they actually work. The platform compounds; the verticals stay focused.
Enterprise → Organization → Tenant
Multi-location, multi-program, and multi-payer organizations modeled correctly from day one. BillingIdentity is attachable at Enterprise, Organization, Tenant, or Channel level — each node carries its own TIN and NPI. The correct shape for healthcare, wine, mortgage, and any regulated multi-entity operating model.
Permissions, audit events, and canon boundaries flow down the same hierarchy. Every action is tenant-scoped; every role is enterprise-aware.
Platform capabilities
The shared core every Aegis vertical inherits.
Core Infrastructure
Global query filters; per-tenant data scoping enforced at the query layer, not application logic.
Three-tier hierarchy with polymorphic BillingIdentity. TIN and NPI at every relevant node.
Tenant signup, offering descriptors, and self-service onboarding. 9-table control plane.
Operator cockpit for enterprise and platform admins. EnterpriseAdmin role. Module-contributed /admin workspace.
Binary artifact storage. FileSystem and MinIO provider adapters. Pluggable per deployment.
Async publisher/subscriber with inbox dedup. Production publishers across clinical, billing, and CRM events.
Customer Operations
Contacts, leads, organizations, deals, opportunities, and notes. Full lifecycle from lead to customer.
Contact gap detection, touchpoint summary, response time. IRelationshipAnalyticsReader on TimescaleDB.
Communications
Healthcare-grade fax: inbound routing, DID→Contact match, AI-assisted clinical extraction, FHIR extraction seam.
HIPAA-grade live chat. Postgres 17 + TimescaleDB + pgmq + Caddy.
Notification channels. No-PHI default posture. Consent and audit baked into the model.
Documents & Content
Full-chain CMS. Structured intake forms, submissions, and document lifecycle.
Document intelligence: pentagon scoring, extraction, canon comparison, exception routing, and provenance chain.
Billing & Finance
Subscriptions, invoices, payments. Double-entry general ledger for regulated-industry auditability.
Claim-to-cash: 837P, 835 ERA, 999/277CA, claim scrubber, payer routing, ERA ingestion, remittance posting, denial management, GL reconciliation.
Payer enrollment, license status, and credential expiry tracking with renewal alerts.
Production EDI clearinghouse. Not a third-party relay.
Compliance & Analytics
HIPAA analytics pipeline. TimescaleDB hypertable. IRelationshipAnalyticsReader.
Role-aware access boundaries. Change history on every action. Consent controls per tenant, per workflow, per role.
Governed regulatory canon: ReferenceSource, Obligation, Binding, ReviewTask, CanonPack. Wine and Healthcare canon packs.
Automation & Intelligence
Trigger → condition → action across all platform events. Cockpit/worklist UI. Fires on CRM, billing, fax, and domain events.
MD3 token layer. Component library. Themes per brand. Shared across Bridge, platform workspaces, and vertical UIs.
Continuity & Lifecycle
Cross-vertical relationship lifecycle: recurring relationships, memberships, renewals, reactivation, lifecycle state, reimbursement-support workflows, and retention analytics. Retain detail →
Platform-native workflow primitives
Every regulated workflow follows the same spine. The platform models it once; verticals inherit the shape and add domain steps.
Building a vertical that fits this pattern?
Aegis is designed for industries where workflow, compliance, money, communication, and data have to move together.