Why this client
Okafor-Lind: A beneficiary turns 25; a trust payout rule starts
Okafor-Lind is number 7 of 11 on today's list: score 70 = materiality 70 × life event weight 1.00 (firm default). Flagged on: Beneficiary reaches age 25; Legacy funded $18.0M of $20.0M. 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
- Beneficiary reaches age 25
- Okafor-Lind trust
- Legacy funded $18.0M of $20.0M
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production a model rewrites the query and reranks the candidates; the floor, the citation requirement, the exclusion of superseded documents and the refusal stay in code, so a verdict never depends on a model's prose.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
- activatesnone
- agenone
- beneficiarynone
- distributionnone
- fundednone
- legacynone
- lindnone
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.