Michael Barrett — Platform Architecture

The Core Insight

Michael Already Built This. For Pharma.

Loxalytics operates at pharma scale — over a billion patient records on Snowflake Business Critical with HIPAA BAAs already in place, NVIDIA compute already provisioned, and life sciences commercial data models already built. SurgiVant is not a greenfield build. It is Loxalytics' existing commercial data platform extended into orthopedic surgical device sales, with a new field-facing mobile layer and an inventory module pharma doesn't need.

Revised Tech Stack

Enterprise Architecture

Data Warehouse & Analytics Core

Snowflake Business Critical — Loxalytics existing account

HIPAA BAA LiveAlready PaidAcquirer Grade

The entire data model lives here. HCP data, territory structures, sales activity, inventory movements, OR case records, patent-linked product catalog, Sunshine Act reporting tables. Michael has already configured this environment for sensitive healthcare data at scale.

$0 incremental — existing accountOwner: Michael

AI & Machine Learning Layer

NVIDIA NIM on Spark + Snowflake Cortex + OpenAI API

DifferentiatorPHI Never Leaves

NVIDIA Spark handles local inference for anything touching sensitive data. Snowflake Cortex runs ML directly on warehouse data without moving it. OpenAI handles non-sensitive tasks like rep coaching prompts, device recommendation narratives, and sales insight generation.

$0 incremental on existing hardwareOwner: Michael + Jason

Analytics & Internal Dashboards

Streamlit in Snowflake + Sigma Computing

Native SnowflakeNo Data Movement

Streamlit in Snowflake builds dashboards that run directly on warehouse data. Sales manager territory views, Sunshine Act compliance dashboards, inventory reconciliation reports, pipeline analytics, and AI-generated forecasts all live here.

$0 Streamlit nativeOwner: Michael

Field Mobile Application

React Native (Expo) — iOS first

New BuildOwnable IP

The one genuinely new piece. The field app is what reps touch in the OR, in the hallway, and in the parking lot after a case. React Native via Expo builds a real native app with offline capability, barcode and UDI scanning, surgeon preference card access, visit logging, and consignment kit check-in and check-out.

$0 Expo free tier · $99/yr Apple DevOwner: Michael

Authentication & Access Control

Auth0 — HIPAA BAA available

HIPAA BAAEnterprise SSO

Auth0 handles rep and manager login, territory-based role permissions, and enterprise SSO for hospital system integrations. When an acquirer's IT team wants to integrate SurgiVant into their SSO environment, Auth0 makes that a configuration change rather than a rebuild.

$0 free up to 7,500 usersOwner: Michael

Pre-May 12 · Michael's Directives

What Needs to Be Built Before Dallas

Stand Up a Dedicated Snowflake Environment

Completely separate from Loxalytics pharma client data

Critical

SurgiVant needs its own isolated Snowflake database within the Loxalytics account. This protects existing client relationships and creates a clean IP boundary for the eventual acquisition.

Create SURGIVANT database with its own schema namespace — do not commingle with any Loxalytics client databases

Set up role-based access: REP, MANAGER, ADMIN, EXECUTIVE — mirror the territory hierarchy

Confirm Business Critical tier is active and HIPAA BAA is in place — document this for the acquisition data room

Enable Snowflake audit logging on the SurgiVant database from day one

Build the Core Data Schema

9 tables — full field specs coming from Jason by end of week

Critical

The nine core tables: ACCOUNTS, CONTACTS, PRODUCTS, INVENTORY_ITEMS, ACTIVITIES, OR_CASES, OPPORTUNITIES, PREFERENCE_CARDS, TERRITORIES. Every table needs created_at, updated_at, and created_by fields. The PRODUCTS table has a patent_id field linking everything back to Worrel IP — that field is sacred.

Build all 9 tables using the schema Jason sends — do not deviate from field names

Add Sunshine Act fields to ACTIVITIES: transfer_value, transfer_category, hcp_npi — make transfer_value required when activity_type is food, education, or consulting

Seed 5 to 10 dummy Texas accounts, contacts, and products for the demo — no blank tables on May 12

Add one dummy product per Suremka patent category with real patent numbers from the status chart

Retractable Cannula · Surgical Devices & Methods · Graft Compression · Suture Shuttle · Deployment Apparatuses

Build a Streamlit Dashboard Inside Snowflake

One working screen we can demo on May 12

Critical

We need something visual on a screen at the meeting. Three views minimum: Accounts by territory, Pipeline by stage, Product lookup by patent category. Connect to seeded dummy data — real rows, not screenshots.

Build Streamlit app with three views: Accounts by territory, Pipeline by stage, Recent activities feed

Add a product lookup: select a patent category, see matching Suremka devices with patent numbers

Connect to seeded dummy data — demo must show real rows, not placeholder screenshots

Scaffold the React Native App

High Priority

We don't need a full app. We need proof it exists as a real native application — not a web wrapper. A login screen that authenticates against Auth0 and lands on an accounts list pulled from Snowflake is enough. Get it on your phone. That's the demo.

Initialize an Expo React Native project — iOS first given Mac ecosystem

Integrate Auth0 for login with territory role baked into the JWT token

Build one screen: accounts list filtered by rep territory, pulling from Snowflake via API

Get it running on your phone — we hand it around the table on May 12

Wire One AI Device Recommendation

Surgeon specialty in → Worrel device + patent ID out

High Priority

Jason writes the prompt. Michael wires the OpenAI API call. Input is surgeon specialty and procedure type. Output is a recommended Suremka device with its patent number and a one-paragraph clinical rationale. Doesn't need to be smart — needs to exist and look intentional.

Set up OpenAI API key in a secure environment variable — never hardcoded

Build API endpoint: POST surgeon specialty + procedure type → OpenAI call → device name, patent ID, rationale

Surface output in the Streamlit dashboard as an "AI Device Recommendation" panel

Jason will send the final prompt by May 9

Suremka LLC · Patent Portfolio

Seed These Into the Products Table

These are the real patent numbers from Zach Hilton's May 4 status chart. Do not use placeholders. Every product record in Snowflake maps to a patent number — that linkage is the entire IP commercialization story.

Patent / App No.	Device Name	Status	Next Deadline
8,777,902	Retractable Cannula (Gen 1)	Issued 2014	Jul 15, 2026 — $3,528 ⚠️
10,258,368	Retractable Cannula (Gen 2)	Issued 2019	Oct 16, 2026 — $1,616
EP15806528.4	Retractable Cannula — UK, France, Germany	Issued 2020	Jun 30, 2026 — ~$2,250 ⚠️
10,342,577	Surgical Devices and Methods	Issued 2019	Jan 9, 2027
10,687,846	Surgical Devices and Methods (Div.)	Issued 2020	Dec 23, 2027
11,607,246	Surgical Device Deployment Apparatuses	Issued 2023	Sep 21, 2026 — $860
11,607,322	Graft Compression System	Issued 2023	Sep 21, 2026 — $860
12,427,039	Graft Compression System (CIP — Newest)	Issued 2025	Mar 30, 2029
11,627,985	Surgical Devices & Deployment Apparatuses	Issued 2023	Oct 18, 2026 — $860
18/355,936	Surgical Devices & Deployment Apparatuses	Pending	Awaiting examiner action
18/336,287	Knotless Suture Shuttling & Anchoring System	Pending	Final office action — imminent response
18/295,414	Surgical Devices & Deployment Apparatuses	Pending	Awaiting examiner action
19/252,607	Surgical Devices & Deployment Apparatuses (Newest)	Pending	Filed Jun 2025 — awaiting exam

Urgent — IP Maintenance Deadlines

June 30, 2026 — European patent maintenance fees ~$2,250. Zach Hilton needs Daniel's instructions by mid-June. Recommendation: pay them. European coverage adds acquisition value.

July 15, 2026 — US Patent 8,777,902 final maintenance fee $3,528, non-extendable. This is the 2012 cannula — oldest in the portfolio. Decision needs to be made intentionally before the deadline, not by default.

September 21, 2026 — Two patents due simultaneously: 11,607,246 and 11,607,322, $860 each.

October 2026 — Two more fees: 10,258,368 ($1,616) and 11,627,985 ($860).