The source documents pattern flags, weekly summaries and adviser approval.
From the system's review records for its first month in use.
230recommendations reviewed in the first month
From the system's review records for its first month in use.
The adviser approves what reaches the client.
Adviser-reviewed signals connect client records, check-ins and activity information to recommendations that remain under professional judgement.
- Sector
- Advisory firm
From client records to approved recommendations.
Key
The system in words
Client records, check-ins and activity feed a rule-based state engine. Its flags supply a model-drafted weekly summary. An adviser approval gate stands between the summary and recommendations released to the client.
Mandate
Review capacity sets the commercial objective.
The mandate was to support more clients within the available review time and bring warning signs to the adviser earlier. The advisory firm supplies client records, check-ins and activity information for review.
System
Rules flag the patterns; the model drafts the summary.
A rule-based state engine identifies patterns across client records, check-ins and activity. Seichō built the engine to flag patterns across review domains. The model uses those flags to draft a weekly summary for the adviser.
Controls
The adviser approves recommendations before client release.
The rules produce pattern flags and the model writes the summary. Recommendations require adviser approval before clients see them. The adviser remains responsible for the recommendations released through this gate.
How the result is measured.
Related studies examine the adjoining decisions.
- Adviser-reviewed signals
- Pattern flags, weekly summaries and adviser release
The following work addresses related records and decisions.