Why this client
Castellanos: The practice is sold; the gifts to the children are not yet planned
Castellanos is number 4 of 5 on today's list: score 55 = materiality 55 × life event weight 1.00 (firm default). Flagged on: Business sale closed, day 35; Legacy funded $0 of $2M. 2 passages from 1 document support it.
Materiality comes from the agent that raised the item; the weight is yours to tune on Today's list. The ranking and the relevance scores are arithmetic, and a model never reorders either.
2
Cited passages, from 1 document
0
Related, not cited
0
Sources in conflict
0
Past review date
Why it was flagged
- Business sale closed, day 35
- Castellanos household
- Legacy funded $0 of $2M
Cited evidence, ranked
Unsigned account documents older than 14 days are escalated to the branch supervisor.
Client information is refreshed on a 36-month cycle or on a material life event.
How relevance is scored, and where a model would sit
The query is the opportunity as the record states it: its title, class, strategy, action and reason path, and nothing more. Each passage's score is the share of the query's weight it covers, where a rarer term across the corpus counts for more and a term the corpus has never seen counts as its rarest, plus 0.25 when the record cites the document, halved when the document is past its review date. The floor is 0.20. In production a model rewrites the query and reranks the candidates; the floor, the citation requirement, the exclusion of superseded documents and the refusal stay in code, so a verdict never depends on a model's prose.
What the query matched
- review2 passages
- day1 passage
- businessnone
- castellanosnone
- childrennone
- closednone
- fundednone
- giftsnone
What the team already knows
- Meeting, 35 days ago: Sale proceeds received; agreed to leave them in cash until the house budget is known
- Call, 130 days ago: Sale terms agreed; discussed the earn-out
- Client service associate, 6 days ago: E. Castellanos called: the builder wants a $250K deposit wired to a new account by Friday.
- Planning specialist, 20 days ago: Earn-out of up to $1.1M pays over three years if the practice hits its targets; not counted anywhere yet.