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Operations and decision log

A public record of how Know Plain keeps volatile facts current, reviews product quality, and connects material decisions to evidence.

Weekly volatile-fact review

Owner: editorial operations. Escalation: engineering when a canonical fact or calculator changes.

  1. 1. Check ACA legislation, CMS announcements, IRS guidance, and SSA updates represented by volatile records in the source ledger.
  2. 2. Record the check date even when the value is unchanged; update the canonical fact and every dependent test when it changes.
  3. 3. Run unit, content-token, calculator-evidence, and production-build verification.
  4. 4. Add a visible correction when a published output was materially wrong, then document the change in the annual changelog.

Monthly product-quality review

Owners: product and engineering. Review accessibility failures, broken links, zero-result categories, checkup completion, calculator boundaries, community reports, corrections, performance, and privacy-policy conformance. New journey changes require a hypothesis, primary metric, guardrail, and rollback condition before release.

Product funnel dashboard

Instrumentation is deployed. Baselines remain explicitly pending until a complete 14-day production window exists; no sample or fabricated counts are shown.

Acquisition, activation, value, and retention funnel definitions and baseline status
StageRateInitial targetBaseline
AcquisitionCheckup Viewed ÷ Homepage pageviews20%Pending production data
ActivationCheckup Completed ÷ Checkup Viewed65%Pending production data
ValueRecommended Action Opened ÷ Checkup Completed35%Pending production data
RetentionResult Saved Local + Checkup Result Printed + Checkup Lead Captured ÷ Checkup Completed15%Pending production data

Baseline rule: Do not promote targets to commitments or rank popular shortcuts until the full window has real production data.

Reversible release controls

Material interaction changes ship with an owner, hypothesis, metric, guardrails, and rollback condition.

localToolScenarios

Enabled
Owner:
Product and engineering
Hypothesis:
Explicit device-only save controls reduce repeated data entry without increasing privacy confusion.
Primary metric:
Result saved locally
Rollback:
Disable if save/restore errors exceed 1% or users reasonably mistake local storage for cloud backup.

checkupEstimateLabels

Enabled
Owner:
Product and editorial
Hypothesis:
Explicit rough-estimate labels increase completion without making provisional results look final.
Primary metric:
Checkup completion
Rollback:
Disable if completion falls materially or usability review finds the labels create more confusion than honesty.

Decision log

2026-07-14

Keep detailed checkup inputs in the browser by default.

The checkup does not need server storage to calculate a result, and balances, income, and debts create avoidable privacy risk.

Inspect supporting policy

2026-07-14

Use ranges and threshold maps instead of confidence-sounding single forecasts.

Withdrawal-rate methods answer different questions, while ACA and Medicare costs change discontinuously at legal thresholds.

Inspect supporting policy

2026-07-14

Require moderation before community submissions become public.

Retirement questions are high-stakes and can attract scams, personalized securities advice, and unsafe identity disclosure.

Inspect supporting policy

2026-07-14

Deny analytics properties by default and monitor failures only by coarse class.

Raw search, error, URL, and form context can contain health details, balances, email addresses, or tax information.

Inspect supporting policy