Briefings
Tuesday. Today's meetings first, then the most unknown.
I briefed all 7 of Margaret Ellison's households before anyone opened this page: 34 things changed since you last spoke to each, 7 things I inferred with a confidence, and 19 I could not establish and say so. Today's meetings are first.
- Client2:00 Alcott: 6 changed since you spoke, 2 not established.
- Client9:30 Renner: 5 changed since you spoke, 2 not established.
A model would phrase a briefing; it would not decide what is observed and what is inferred. Every claim cites a field.
Claims across the book
Every household
| Household | Today | Since last contact | Observed | Inferred | Not established | Last contact |
|---|---|---|---|---|---|---|
| Alcott | 6 | 5 | 0 | 2 | 120 days ago | |
| Renner | 5 | 7 | 3 | 2 | 23 days ago | |
| Okafor-Lind | no meeting | 6 | 4 | 1 | 5 | 60 days ago |
| Abernathy | no meeting | 3 | 4 | 1 | 4 | 200 days ago |
| Brandvold | no meeting | 5 | 4 | 0 | 3 | 40 days ago |
| Thornbury | no meeting | 5 | 6 | 2 | 2 | 14 days ago |
| Vasquez-Hale | no meeting | 4 | 4 | 0 | 1 | 21 days ago |
What is most often missing
- coverage7
- goals3
- client information3
- last contact2
- supervisory inputs2
- held away1
- people1
What is autonomous here, and what is not
Assembling the briefing is autonomous: eleven probes run over the client file, the service queue, the firm's account record, the connected channels and the evidence corpus, and every claim is cited to a field. What is not autonomous is any contact with the client. Nothing here is drafted for a client or sent; the advisor takes it into the room. And an inference is never promoted to an observation by the system: only a conversation, logged in the file, does that.