# Engram Enterprise Platform Deployment Strategy

Executive Summary

        This document provides a **unified enterprise deployment strategy** for the complete Engram platform, integrating all core components: **Temporal** (Durable Spine), **Zep** (Memory Layer), **Unstructured** (ETL Layer), **PostgreSQL/Blob Storage** (Data Layer), and **Navigation UI** (Integration Layer). This master plan addresses enterprise requirements for deploying the full Engram stack in customer environments (dev/test/UAT/prod), including component integration, data flows, unified encryption, NIST AI RMF compliance, and operational responsibilities.


        
        **Platform Overview**: Engram is a **Cognition-as-a-Service** platform that orchestrates AI agents through durable workflows, maintains provenance-first memory, processes documents with layout-aware fidelity, and provides a unified enterprise interface. All components are deployed in customer-controlled infrastructure with customer-managed encryption keys.


        
        **Key Decision**: Self-hosted OSS components (Temporal OSS, Zep OSS, Unstructured OSS) integrated with customer-managed infrastructure (PostgreSQL, Blob Storage) and a React-based Navigation UI, all deployed in customer Kubernetes environments to enable:


        
            - Full control over data encryption with customer-managed keys
            - Data residency in customer-controlled infrastructure
            - Custom RBAC, SSO, and compliance controls
            - Cost optimization through right-sizing
            - Unified enterprise interface for all capabilities

Table of Contents

            - [1. Platform Architecture: Component Integration](#section1)
            - [2. Component Integration Matrix](#section2)
            - [3. Enterprise Deployment Strategy: Unified Approach](#section3)
            - [4. Unified Encryption Strategy](#section4)
            - [5. NIST AI RMF Compliance: Platform-Level](#section5)
            - [6. Operational Responsibilities: Full Stack Support](#section6)
            - [7. Implementation Roadmap: Coordinated Deployment](#section7)
            - [8. Risk Mitigation: Platform-Level](#section8)
            - [9. Success Metrics: Platform-Wide](#section9)
            - [10. Component-Specific Deployment Documents](#section10)
            - [11. Next Steps](#section11)

1. Platform Architecture: Component Integration

Complete Platform Stack

        ┌─────────────────────────────────────────────────────────────────┐ │                    Engram Enterprise Platform                     │ ├─────────────────────────────────────────────────────────────────┤ │                                                                  │ │  ┌──────────────────────────────────────────────────────────┐  │ │  │         Navigation UI (React + FastAPI)                    │  │ │  │         Integration Layer                                 │  │ │  │         - TreeNav Component                                │  │ │  │         - Service Layer (api.ts, bau.ts, metrics.ts)      │  │ │  │         - FastAPI Routers (Agents, Chat, Memory, etc.)    │  │ │  └────────────────────┬─────────────────────────────────────┘  │ │                       │                                         │ │         ┌─────────────┼─────────────┐                           │ │         │             │             │                           │ │         ▼             ▼             ▼                           │ │  ┌──────────┐  ┌──────────┐  ┌──────────┐                      │ │  │ Temporal │  │   Zep    │  │Unstructured│                     │ │  │  (OSS)   │  │  (OSS)   │  │   (OSS)   │                     │ │  │          │  │          │  │           │                     │ │  │ Durable  │  │  Memory  │  │    ETL    │                     │ │  │  Spine   │  │  Layer   │  │   Layer   │                     │ │  └────┬─────┘  └────┬─────┘  └─────┬─────┘                     │ │       │             │              │                            │ │       │             │              │                            │ │       └─────────────┼──────────────┘                            │ │                     │                                            │ │                     ▼                                            │ │         ┌──────────────────────┐                                │ │         │   Data Layer          │                                │ │         │                       │                                │ │         │  ┌──────────────┐    │                                │ │         │  │  PostgreSQL  │    │                                │ │         │  │  (pgvector)  │    │                                │ │         │  │  System of   │    │                                │ │         │  │  Recall      │    │                                │ │         │  └──────────────┘    │                                │ │         │                       │                                │ │         │  ┌──────────────┐    │                                │ │         │  │ Blob Storage │    │                                │ │         │  │  System of   │    │                                │ │         │  │  Record      │    │                                │ │         │  └──────────────┘    │                                │ │         └──────────────────────┘                                │ │                                                                  │ └─────────────────────────────────────────────────────────────────┘

Component Responsibilities

                    Component
                    Role
                    Key Function
                    Deployment
                
            
            
                
                    **Navigation UI**
                    Integration Layer
                    Unified interface, API gateway, user flows
                    Azure Static Web Apps + FastAPI Container
                
                
                    **Temporal OSS**
                    Durable Spine
                    Workflow orchestration, state management, signals/queries
                    Kubernetes (customer cluster)
                
                
                    **Zep OSS**
                    Memory Layer
                    Episodic memory (conversations), semantic memory (Graphiti), vector search
                    Kubernetes + PostgreSQL
                
                
                    **Unstructured OSS**
                    ETL Layer
                    Document partitioning, chunking, layout-aware parsing
                    Integrated in FastAPI Container
                
                
                    **PostgreSQL (pgvector)**
                    System of Recall
                    Vector embeddings, knowledge graph, episodic memory storage
                    Azure Database for PostgreSQL Flexible Server
                
                
                    **Blob Storage**
                    System of Record
                    Raw documents, parsed artifacts, provenance metadata
                    Azure Blob Storage

2. Component Integration Matrix

How Components Connect

                    Integration Point
                    Source Component
                    Target Component
                    Protocol
                    Purpose
                
            
            
                
                    **Document Ingestion**
                    Navigation UI
                    Unstructured (via FastAPI)
                    HTTP/REST
                    Upload documents for processing
                
                
                    **Document Processing**
                    Unstructured
                    Blob Storage
                    Azure SDK
                    Store parsed artifacts
                
                
                    **Memory Indexing**
                    Unstructured
                    Zep (via FastAPI)
                    HTTP/REST
                    Index chunks to semantic memory
                
                
                    **Vector Storage**
                    Zep
                    PostgreSQL (pgvector)
                    PostgreSQL Protocol
                    Store vector embeddings
                
                
                    **Workflow Orchestration**
                    Navigation UI
                    Temporal
                    gRPC
                    Start/monitor workflows
                
                
                    **Memory Retrieval**
                    Temporal Activities
                    Zep (via FastAPI)
                    HTTP/REST
                    Retrieve context for agents
                
                
                    **Agent Execution**
                    Temporal Workflows
                    Zep Memory
                    HTTP/REST
                    Query memory during agent turns
                
                
                    **Workflow Status**
                    Temporal
                    Navigation UI (via FastAPI)
                    gRPC → HTTP/REST
                    Display workflow status
                
                
                    **Evidence Collection**
                    All Components
                    Navigation UI
                    HTTP/REST
                    Telemetry and metrics
                
                
                    **Document Retrieval**
                    Zep Memory
                    Blob Storage
                    Azure SDK
                    Link memory to source documents

Data Flow: Document to Agent Response

        1. User uploads document via Navigation UI    │    ▼ 2. FastAPI ETL Router receives document    │    ▼ 3. Unstructured OSS processes document (partitioning + chunking)    │    ├──► Chunks → Zep API → PostgreSQL (pgvector) [System of Recall]    │    └──► Parsed artifacts → Blob Storage [System of Record]    │    ▼ 4. User starts conversation via Navigation UI    │    ▼ 5. FastAPI Chat Router → Temporal Workflow (AgentWorkflow)    │    ▼ 6. Temporal Activity: search_memory → Zep API    │    ▼ 7. Zep queries PostgreSQL (pgvector) for relevant chunks    │    ▼ 8. Temporal Activity: generate_response (with retrieved context)    │    ▼ 9. Response returned to Navigation UI    │    ▼ 10. User views workflow execution in Navigation UI

3. Enterprise Deployment Strategy: Unified Approach

Deployment Architecture

        **Customer Kubernetes Cluster**:


        
            - **Temporal OSS**: Deployed via Helm charts, manages workflow execution
            - **Zep OSS**: Deployed as Kubernetes service, connects to PostgreSQL
            - **FastAPI Container**: Includes Unstructured OSS, serves Navigation UI backend
        
        
        **Customer Azure Infrastructure**:


        
            - **PostgreSQL Flexible Server**: Zep memory storage with pgvector
            - **Blob Storage**: Document storage with lifecycle management
            - **Static Web Apps**: Navigation UI frontend
            - **Container Apps**: FastAPI backend (scale-to-zero)
        
        
        **Customer Key Vault**:


        
            **Unified Encryption Keys**: Single customer-managed key for all components
                
                    - PostgreSQL TDE
                    - Blob Storage TDE
                    - Temporal Data Converter (Codec Server)
                    - Application-level encryption (if needed)

Deployment Sequence

Phase 1: Data Layer (PostgreSQL + Blob Storage)

                - Provision PostgreSQL Flexible Server with pgvector
                - Configure Blob Storage with lifecycle policies
                - Set up customer-managed encryption keys

Phase 2: Memory Layer (Zep OSS)

                - Deploy Zep to Kubernetes
                - Configure PostgreSQL connection
                - Set up Graphiti knowledge graph
                - Test vector search

Phase 3: ETL Layer (Unstructured OSS)

                - Integrate Unstructured into FastAPI
                - Configure partitioning strategies
                - Test document processing

Phase 4: Durable Spine (Temporal OSS)

                - Deploy Temporal to Kubernetes
                - Configure history shards (immutable)
                - Set up Data Converter + Codec Server
                - Test workflow execution

Phase 5: Integration Layer (Navigation UI)

                - Deploy FastAPI backend
                - Deploy React frontend
                - Configure authentication/SSO
                - Test end-to-end flows

4. Unified Encryption Strategy

Customer-Managed Keys (CMK) Across All Components

        **Single Key Vault Approach**:


        
            - One Azure Key Vault for all encryption keys
            - Unified key rotation workflow
            - Single audit trail for key access

Component Encryption

                    Component
                    Encryption Method
                    Key Source
                    Configuration
                
            
            
                
                    **PostgreSQL**
                    TDE (Transparent Data Encryption)
                    Customer Key Vault
                    Azure PostgreSQL Flexible Server TDE
                
                
                    **Blob Storage**
                    Storage Service Encryption
                    Customer Key Vault
                    Blob Storage TDE with CMK
                
                
                    **Temporal**
                    Data Converter + Codec Server
                    Customer Key Vault
                    Custom encryption in workflow data
                
                
                    **Zep**
                    Inherits from PostgreSQL
                    Customer Key Vault
                    PostgreSQL TDE covers Zep data
                
                
                    **Unstructured**
                    Inherits from Blob Storage
                    Customer Key Vault
                    Blob Storage TDE covers documents

Key Rotation Strategy

            - Quarterly automated rotation
            - Dual-key support during rotation
            - Zero-downtime rotation for all components
            - Unified rotation workflow

5. NIST AI RMF Compliance: Platform-Level

Framework Mapping Across Components

                    NIST AI RMF Function
                    Temporal
                    Zep
                    Unstructured
                    PostgreSQL/Blob
                    Navigation UI
                    Platform Control
                
            
            
                
                    **Govern**
                    Workflow policies
                    Memory retention
                    Partitioning config
                    Lifecycle policies
                    Settings UI
                    Unified governance
                
                
                    **Map**
                    Workflow metadata
                    Data classification
                    Document tagging
                    Tier classification
                    Provenance display
                    End-to-end mapping
                
                
                    **Measure**
                    Workflow metrics
                    Memory quality
                    Parse success
                    Performance metrics
                    Telemetry dashboard
                    Unified metrics
                
                
                    **Manage**
                    Workflow controls
                    Memory management
                    Chunking optimization
                    Backup/restore
                    User flows
                    Platform management

Compliance Evidence

        **Data Encryption**:


        
            - ✅ PostgreSQL TDE with customer-managed keys
            - ✅ Blob Storage TDE with customer-managed keys
            - ✅ Temporal Data Converter encryption
            - ✅ Unified key rotation workflow
        
        
        **Access Control**:


        
            - ✅ RBAC at Navigation UI level
            - ✅ Tenant isolation in Zep memory
            - ✅ Workflow access control in Temporal
            - ✅ Document access control in Blob Storage
        
        
        **Audit Trail**:


        
            - ✅ Workflow execution logs (Temporal)
            - ✅ Memory access logs (Zep)
            - ✅ Document processing logs (Unstructured)
            - ✅ API access logs (FastAPI)
            - ✅ Unified audit dashboard (Navigation UI)
        
        
        **Provenance**:


        
            - ✅ Document source tracking (Blob Storage)
            - ✅ Memory fact provenance (Zep)
            - ✅ Workflow trace IDs (Temporal)
            - ✅ End-to-end traceability (Navigation UI)

6. Operational Responsibilities: Full Stack Support

Zimax Networks LC Support Model

        **For Customer Environments (dev/test/UAT/prod)**:


        
            
                
                    Responsibility
                    Zimax Networks LC
                    Customer
                
            
            
                
                    **Platform Deployment**
                    ✅ Coordinated deployment of all components
                    Infrastructure approval
                
                
                    **Component Integration**
                    ✅ Integration testing and validation
                    Integration requirements
                
                
                    **Unified Encryption**
                    ✅ CMK configuration across all components
                    Key management
                
                
                    **Performance Optimization**
                    ✅ Cross-component optimization
                    Performance requirements
                
                
                    **Monitoring & Alerting**
                    ✅ Unified monitoring dashboard
                    Alert response
                
                
                    **Backup & Disaster Recovery**
                    ✅ Coordinated backup strategy
                    RPO/RTO requirements
                
                
                    **Updates & Patches**
                    ✅ Coordinated update planning
                    Maintenance windows
                
                
                    **Troubleshooting**
                    ✅ 24/7 support for all components
                    Issue reporting
                
                
                    **Compliance Documentation**
                    ✅ Platform-level compliance evidence
                    Audit participation
                
            
        
        
        **Dedicated Resources Required**:


        
            - **Platform Architect**: Overall architecture and integration
            - **Temporal Engineer**: Workflow orchestration expertise
            - **Zep/PostgreSQL DBA**: Memory layer optimization
            - **ETL Engineer**: Unstructured configuration
            - **Frontend/Backend Engineers**: Navigation UI development
            - **DevOps Engineer**: Kubernetes deployment and monitoring
            - **Security Engineer**: Encryption and compliance
            - **SRE**: Monitoring, alerting, incident response

7. Implementation Roadmap: Coordinated Deployment

Phase 1: Foundation (Months 1-2)

                - Platform architecture design
                - Component integration planning
                - Unified encryption architecture
                - Customer infrastructure assessment
                - Resource allocation

Phase 2: Data Layer Deployment (Months 2-3)

                - PostgreSQL Flexible Server provisioning
                - Blob Storage configuration
                - Customer-managed key setup
                - Lifecycle policy configuration
                - Performance baseline testing

Phase 3: Memory & ETL Layers (Months 3-4)

                - Zep OSS deployment to Kubernetes
                - PostgreSQL connection and testing
                - Unstructured OSS integration
                - Document processing testing
                - Memory indexing validation

Phase 4: Durable Spine (Months 4-5)

                - Temporal OSS deployment to Kubernetes
                - History shard configuration
                - Data Converter + Codec Server setup
                - Workflow execution testing
                - Integration with Zep memory

Phase 5: Integration Layer (Months 5-6)

                - FastAPI backend deployment
                - Navigation UI frontend deployment
                - Authentication/SSO integration
                - End-to-end flow testing
                - Performance optimization

Phase 6: Production Readiness (Months 6-7)

                - Security assessment
                - Compliance documentation
                - Disaster recovery testing
                - Load testing
                - Gradual production rollout

8. Risk Mitigation: Platform-Level

Risk: Component Integration Failures

            **Mitigation**:


            
                - Comprehensive integration testing
                - Service layer abstraction for resilience
                - Circuit breakers for component failures
                - Graceful degradation strategies

Risk: Data Consistency Across Components

            **Mitigation**:


            
                - Eventual consistency patterns
                - Idempotent operations
                - Transaction boundaries where possible
                - Data validation at integration points

Risk: Performance Bottlenecks

            **Mitigation**:


            
                - Cross-component performance monitoring
                - Caching at integration points
                - Async processing for long-running tasks
                - Right-sizing all components

Risk: Encryption Key Compromise

            **Mitigation**:


            
                - Unified key rotation workflow
                - Isolated Key Vault (separate security boundary)
                - Audit logging of all key access
                - Dual-key support during rotation

Risk: Deployment Coordination Failures

            **Mitigation**:


            
                - Coordinated deployment runbooks
                - Dependency mapping
                - Rollback procedures for each component
                - Staged deployment approach

9. Success Metrics: Platform-Wide

                    Metric
                    Target
                    Measurement
                    Components Involved
                
            
            
                
                    **End-to-End Latency**
                    < 2s (document → response)
                    Request tracing
                    Navigation UI → Temporal → Zep → Response
                
                
                    **Document Processing Time**
                    < 5s (p95)
                    ETL metrics
                    Unstructured → Blob Storage → Zep
                
                
                    **Memory Retrieval Time**
                    < 200ms (p95)
                    Zep metrics
                    Zep → PostgreSQL (pgvector)
                
                
                    **Workflow Execution Success**
                    > 99.5%
                    Temporal metrics
                    Temporal workflow completion
                
                
                    **Platform Uptime**
                    > 99.9%
                    Unified monitoring
                    All components
                
                
                    **Encryption Coverage**
                    100%
                    Security audit
                    All data at rest
                
                
                    **API Error Rate**
                    < 1%
                    FastAPI metrics
                    Navigation UI backend
                
                
                    **User Satisfaction (NPS)**
                    > 50
                    User surveys
                    Navigation UI

10. Component-Specific Deployment Documents

        This master document provides the unified platform strategy. For detailed component-specific deployment strategies, refer to:

1. Temporal Enterprise Deployment Strategy

                - Temporal OSS vs. Temporal Cloud comparison
                - History shard count management
                - Data encryption with customer-managed keys (Codec Server)
                - Kubernetes deployment with Helm charts
                - NIST AI RMF alignment

2. Zep Enterprise Deployment Strategy

                - Zep OSS vs. Zep Cloud comparison
                - PostgreSQL/pgvector configuration and sizing
                - Data encryption with customer-managed keys
                - Graphiti knowledge graph management
                - NIST AI RMF alignment

3. Unstructured Enterprise Deployment Strategy

                - Unstructured OSS vs. Unstructured Platform comparison
                - Partitioning/chunking configuration strategy
                - Data encryption with customer-managed keys
                - Kubernetes deployment
                - Connector ecosystem
                - NIST AI RMF alignment

4. PostgreSQL & Blob Storage Enterprise Deployment Strategy

                - PostgreSQL Flexible Server vs. alternatives
                - SKU selection and sizing strategy
                - Blob Storage tier selection and lifecycle management
                - Customer-managed key encryption
                - Integration patterns
                - NIST AI RMF alignment

5. Navigation UI Enterprise Deployment Strategy

                - Frontend-backend integration architecture
                - Navigation patterns and user flows
                - Enterprise deployment considerations
                - Integration with all Engram components
                - Authentication and RBAC
                - NIST AI RMF compliance from UI/UX perspective

11. Next Steps

            - **Approve this unified platform strategy** for customer environment deployment
            - **Review component-specific documents** for detailed deployment requirements
            - **Allocate resources** for Platform Architect, component engineers, DevOps, Security, SRE
            - **Engage with customer** for infrastructure requirements and IdP integration
            - **Begin Phase 1** implementation (platform architecture, infrastructure assessment)
            - **Schedule security assessment** preparation timeline

References

Component Documentation

            - [Temporal Enterprise Deployment Strategy](temporal-enterprise-deployment.html)
            - [Zep Enterprise Deployment Strategy](zep-enterprise-deployment.html)
            - [Unstructured Enterprise Deployment Strategy](unstructured-enterprise-deployment.html)
            - [PostgreSQL & Blob Storage Enterprise Deployment Strategy](postgresql-blob-storage-enterprise-deployment.html)
            - [Navigation UI Enterprise Deployment Strategy](navigation-ui-enterprise-deployment.html)

External References

            - [Temporal Documentation](https://docs.temporal.io/)
            - [Zep Documentation](https://docs.getzep.com/)
            - [Unstructured Documentation](https://unstructured.io/docs/)
            - [Azure Database for PostgreSQL](https://learn.microsoft.com/azure/postgresql/)
            - [Azure Blob Storage](https://learn.microsoft.com/azure/storage/blobs/)
            - [NIST AI Risk Management Framework](https://www.nist.gov/itl/ai-risk-management-framework)