Jeff Needham is the Field CTO for Insurance at MongoDB, with nearly 30 years of software delivery experience. As former senior director of architecture at Travelers, he led a large-scale modernization of mission-critical systems. Earlier, he held senior roles at Aetna/CVS and other software companies. Today, he advises insurance executives on agentic AI, core systems modernization, and the enterprise data architecture that enables both. He holds a master's in political strategy from George Washington University. Humza Akhtar is Field CTO for Manufacturing and helps global manufacturers and automakers achieve their digital transformation vision with MongoDB. Before MongoDB, he worked at Ernst & Young Canada in the digital operations consultancy practice. After completing his education in Singapore, he worked with the Singapore manufacturing industry for many years on Industry 4.0 research and implementation. He has spent his entire career enabling connected factories and connected cars for global manufacturing and automotive clients. He is a published author on Industry 4.0, and his focus is now on enabling Agentic AI use cases in the industrial sector. Peyman Parsi began his career in financial services software engineering at SS&C, building wealth management software for banking. In 2001, he joined the Toronto Stock Exchange (TSX), where he led the development of capital markets solutions. Over 18 years at TSX, Peyman delivered several large-scale transformations and served as chief technology delivery officer. In 2020, he became CTO at Blanc Labs, focusing on banking and digital lending solutions. Peyman is currently the Global Field CTO for the financial services industry at MongoDB and a member of the advisory committee at the CIO Association of Canada. Albert Cortez is a senior industry solutions consultant for insurance at MongoDB, where he advises executives and architects on modernization and data strategy, supports strategic sales through discovery, workshops, and proof-of-value work, and creates thought leadership while helping shape product direction and go-to-market strategy. Before MongoDB, he held solution and technical architect roles at Accenture and regional consulting firms, leading teams on large-scale digital transformation projects for insurance clients and delivering Salesforce industry-based solutions across Latin America, Europe, and the US. Taylor Hedgecock is a strategic program leader and transformation partner with experience spanning startups to multinationals. At MongoDB, she has led high-impact programs across AI, partner ecosystems, and services modernization, guiding C-level priorities, go-to-market readiness, and large-scale change. She currently serves as senior program manager on the industry solutions team, partnering with ISVs and AI innovators to bring next-generation solutions to market. Previously, as chief of staff for professional services leadership, she helped launch new offerings and guided modernization strategy, shaping MongoDB's vision for applying AI to its hardest problems. Sebastian Rojas Arbulu is a senior industry solutions specialist at MongoDB, collaborating across industries to help customers realize MongoDB's value through tailored, data-driven solutions, particularly for AI integration. He also leads his team's content strategy across blogs, white papers, magazines, and other thought leadership. With a background in IT consulting, marketing, and digital transformation, he has extensive experience identifying customer needs and developing innovative solutions that prepare data for intelligent applications. He holds a Bachelor of Business Administration degree.

• Table of ContentsFrom Systems of Record to Systems of ActionThe Intelligence Context LayerThe Coexistence Architecture: How Systems of Action Work with Systems of RecordFrom Experiment to Product: A Mindset and Architecture for Lasting AIInformation Architecture for Systems of ActionDesign and Integration Patterns for ActionBridging Patterns to Practice: How to Read the Use CasesAgent-Enhanced Claim Handling: The Canonical System of ActionThe Underwriting Intelligence Layer: Parallel Agents and Bounded AuthorityThe Member Care Coordination Layer: From Prior Authorization to Continuous CareA Unified Namespace Architecture for Manufacturing Systems of ActionMulti-Agent Systems for Operational Resilience in ManufacturingFSI Document Intelligence with Agentic AI and MongoDBAgentic AI-Powered Investment Portfolio ManagementAgentic Platforms: Making Systems of Action Work at Enterprise Scale