Why this client
Desrosiers: The client information refresh is three weeks late
Desrosiers is number 5 of 5 on today's list: score 34 = materiality 40 × plan or service weight 0.85 (firm default). Flagged on: Client information refresh requested, day 20. 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
- Client information refresh requested, day 20
- Desrosiers household
Cited evidence, ranked
Client information is refreshed on a 36-month cycle or on a material life event.
Unsigned account documents older than 14 days are escalated to the branch supervisor.
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production a model rewrites the query and reranks the candidates; the floor, the citation requirement, the exclusion of superseded documents and the refusal stay in code, so a verdict never depends on a model's prose.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
- client1 passage
- days1 passage
- information1 passage
- refresh1 passage
- desrosiersnone
- householdnone
- latenone
What the team already knows
- Video, 28 days ago: Retirement date set; discussed the pension options and the 401(k) held at the employer
- Associate advisor, 10 days ago: Pension election packet arrived; P. would like us to model lump sum against annuity before the deadline in 60 days.