Skip to content
Relay
12 findings

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

Briefing: D. Vasquez-Hale

Last conversation 21 days ago by email. What has changed since, what the file says, what Relay infers, and what it could not establish.

Research · ran day 0, 06:30

You last spoke 21 days ago by email. Since then 4 things changed. I can cite 4 facts to a field, I infer 0 with a confidence, and there are 1 things I could not establish; ask about those first.

  • Client401(k) rollover form unsigned for 21 days. Observed 9 days ago.
  • ClientClient service associate noted yesterday: "Rollover form still unsigned; escalates to the branch supervisor after 14 days."
  • 5 channels the advisor uses are not captured at all: calendar, voice, sms, chat, social. Anything the client said there is not in this briefing. 2 more (meeting, crm) are captured without a retained copy.

Since you last spoke

  • 401(k) rollover form unsigned for 21 days. Observed 9 days ago.

    Flagged opportunitydata/clients/hh-vasquez-hale.json#opportunities[0]

  • Client service associate noted yesterday: "Rollover form still unsigned; escalates to the branch supervisor after 14 days."

    Team note, yesterdaydata/clients/hh-vasquez-hale.json#notes[0]

  • Service request 26 hours ago by email: "What happens to my old 401(k) if I don't sign the form yet?" Classified question.

    Service requestdata/service-requests.json#sr-vh-question

  • Requested 3 days ago and still unsigned: Rollover recommendation record.

    Paperworkdata/clients/hh-vasquez-hale.json#paperwork[3]

What the file observes

  • Last contact 21 days ago, by email: Sent the 401(k) rollover form for signature.

    Contact, 21 days agodata/clients/hh-vasquez-hale.json#contactHistory[0]

  • Liquidity is 4 months short: 8 of 12 months. Assumption on file: 12 months of spending.

    Liquidity goaldata/clients/hh-vasquez-hale.json#goals[0]

  • Longevity is $1.95M short: $1.05M of $3M. Assumption on file: Retirement at 62.

    Longevity goaldata/clients/hh-vasquez-hale.json#goals[1]

  • Prefers to be contacted: Lunchtime.

    Client preference, contact windowdata/clients/hh-vasquez-hale.json#preferences.values

What Relay infers, least certain first

Nothing here is inferred. Every claim above is read straight off a record.

What an inference is here, and what a model would do
An inference is a sentence Relay produced from a record that was written for another purpose: a colleague's note, an earmark on a holding, a flag on the firm's account record. Each carries the confidence its probe assigns (a team note 70 percent, a text classification 80 percent, file arithmetic 85 percent) and the question that would turn it into an observation. In production a model would draft these sentences and could read free text more capably; it would still not decide what is observed against inferred, what is missing, or what may be asserted without a record behind it.

What Relay could not establish

  • 5 channels the advisor uses are not captured at all: calendar, voice, sms, chat, social. Anything the client said there is not in this briefing. 2 more (meeting, crm) are captured without a retained copy.

    A briefing assembled from captured channels is only as complete as the capture.

    Connected channelsdata/advisors/adv-a.json#connections

Assembled from

  • Flagged opportunity7 claims
  • Service request1 claim
  • Connected channels1 claim

12 probes ran: last-contact, since-last-contact, goals, holdings, people, notes-intent, held-away, supervisory-inputs, client-information, preferences, coverage, evidence.

What this briefing cannot have seen

calendar, voice, sms, chat, social: in use by the advisor, captured by nothing. Connected channels.

Nothing here was drafted for the client, and nothing is sent. The advisor takes it into the conversation.

Client picture · Review pack · All briefings