Why this client
Okafor-Lind: Client information due for refresh (two beneficiaries)
Okafor-Lind is number 11 of 11 on today's list: score 34 = materiality 40 × plan or service weight 0.85 (firm default). Flagged on: KYC refresh due. 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
- KYC refresh due
- Okafor-Lind trust
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production a model rewrites the query and reranks the candidates; the floor, the citation requirement, the exclusion of superseded documents and the refusal stay in code, so a verdict never depends on a model's prose.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
- information1 passage
- refresh1 passage
- beneficiariesnone
- duenone
- kycnone
- legacynone
What the team already knows
- Meeting, 60 days ago: Trustee meeting; next generation did not attend
- Client service associate, 3 days ago: T. Okafor-Lind turns 25 this month; the trust's distribution provision activates.