Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Why this client

Marchetti-Oyelaran: Someone new wants to act on G.'s account; the estate wishes are not written down

Why this client

Marchetti-Oyelaran is number 1 of 5 on today's list: score 84 = materiality 84 × life event weight 1.00 (firm default). Flagged on: Power of attorney presented, day 4; Legacy funded $0 of $1.5M, intent undocumented; Beneficiary update requested 44 days ago, not returned. 2 passages from 1 document support it.

Open Marchetti-Oyelaran

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.

Cited passages, from 1 document

Related, not cited

Sources in conflict

Past review date

Why it was flagged

Life event

Life eventPower of attorney presented, day 4
ClientMarchetti-Oyelaran household
GoalLegacy funded $0 of $1.5M, intent undocumented
Service eventBeneficiary update requested 44 days ago, not returned

Cited evidence, ranked

Unsigned account documents older than 14 days are escalated to the branch supervisor.
Account review and documentation procedure, passage p1prototype corpus, day 1
Relevance 0.35="account" +0.03"review" +0.03"day" +0.04Cited by the opportunity record +0.25
Client information is refreshed on a 36-month cycle or on a material life event.
Account review and documentation procedure, passage p2prototype corpus, day 1
Relevance 0.31="account" +0.03"review" +0.03Cited by the opportunity record +0.25

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production a model rewrites the query and reranks the candidates; the floor, the citation requirement, the exclusion of superseded documents and the refusal stay in code, so a verdict never depends on a model's prose.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

account2 passages
review2 passages
day1 passage
actnone
agonone
attorneynone
beneficiariesnone
downnone

What the team already knows

Call, 45 days ago: G. asked about updating beneficiaries; said F. would follow up
Meeting, 210 days ago: Annual review; both attended; no changes
Client service associate, 4 days ago: F. Oyelaran's brother delivered a signed power of attorney for G. and asked for online access to the accounts.
Advisor, 44 days ago: G. sounded uncertain about which children he meant. Follow up with both spouses on the line.

Full briefing, with what could not be established

Client picture · Documents