Marco Tan · Relationship Manager
Hosted prototype · synthetic records
RM brief
The queue reflects CRM commitments, purchase records, wealth-team handoffs and client-stated conversation interests. Drafts remain under RM approval.
Last updated
22 Jun 2026, 11:03 pm
Evidence scope
CRM · purchase · wealth-team · conversation
Today
2 sourced items need RM review
Lim family
The CRM commitment is overdue and two related source records remain open.
Due state
Overdue CRM follow-up
Latest source: 12 June 2026
Owner and blocker
Marco Tan
Purchase context not yet connected to meeting prep
Hartono family
The specialist handoff and conversation note are still pending RM review.
Due state
Due date pending
Latest source: 14 June 2026
Owner and blocker
Tax structuring desk
RM framing pending
AI transparency
AI is limited to source-bounded planning, draft preparation and ask-from-sources responses. The queue, validator and approval boundary remain deterministic.
AI is not used for book-wide selection. Source records, due dates and status fields set the queue.
AI structures the review sections after the allowed evidence IDs are built.
AI prepares RM-facing wording from validated evidence before the RM edits it.
AI answers ad-hoc questions only from supplied records. Unsupported questions are refused.
Allowed evidence set. Unknown facts, unsupported figures, prohibited wording and approval-boundary failures are blocked.
AI does not approve or send. Marco remains the author of record for client-facing use.
Stakeholder guide
Service gap · evidence · silence · approval
Start with the surfaced Lim service gap before reviewing the draft.
Use the existing trace to inspect source type, owner, date, status and wording.
The no-gap client must keep the exact silence state.
Medium touch
Priority 1
Overdue CRM follow-up
CRM follow-up is overdue, and the recent purchase record has not been connected back to the relationship note.
Lead source
CRM activity
12 June 2026
Owner and status
Marco Tan · open
Marco Tan promised a liquidity-planning follow-up after the business-sale conversation.
4 evidence records · Follow-up draft ready
High touch
Priority 2
Unresolved specialist handoff
Education-planning follow-up and tax-structuring handoff are open, with a conversation note still pending for RM review.
Lead source
Specialist handoff
14 June 2026
Owner and status
Tax structuring desk · pending
Tax-structuring notes were sent to the RM for client-ready framing.
3 evidence records · Meeting-prep draft ready
Marco Tan · Relationship Manager
Hosted prototype · synthetic records
RM brief
The queue reflects CRM commitments, purchase records, wealth-team handoffs and client-stated conversation interests. Drafts remain under RM approval.
Last updated
22 Jun 2026, 11:03 pm
Evidence scope
CRM · purchase · wealth-team · conversation
Today
2 sourced items need RM review
Lim family
The CRM commitment is overdue and two related source records remain open.
Due state
Overdue CRM follow-up
Latest source: 12 June 2026
Owner and blocker
Marco Tan
Purchase context not yet connected to meeting prep
Hartono family
The specialist handoff and conversation note are still pending RM review.
Due state
Due date pending
Latest source: 14 June 2026
Owner and blocker
Tax structuring desk
RM framing pending
AI transparency
AI is limited to source-bounded planning, draft preparation and ask-from-sources responses. The queue, validator and approval boundary remain deterministic.
AI is not used for book-wide selection. Source records, due dates and status fields set the queue.
AI structures the review sections after the allowed evidence IDs are built.
AI prepares RM-facing wording from validated evidence before the RM edits it.
AI answers ad-hoc questions only from supplied records. Unsupported questions are refused.
Allowed evidence set. Unknown facts, unsupported figures, prohibited wording and approval-boundary failures are blocked.
AI does not approve or send. Marco remains the author of record for client-facing use.
Stakeholder guide
Service gap · evidence · silence · approval
Start with the surfaced Lim service gap before reviewing the draft.
Use the existing trace to inspect source type, owner, date, status and wording.
The no-gap client must keep the exact silence state.
Medium touch
Priority 1
Overdue CRM follow-up
CRM follow-up is overdue, and the recent purchase record has not been connected back to the relationship note.
Lead source
CRM activity
12 June 2026
Owner and status
Marco Tan · open
Marco Tan promised a liquidity-planning follow-up after the business-sale conversation.
4 evidence records · Follow-up draft ready
High touch
Priority 2
Unresolved specialist handoff
Education-planning follow-up and tax-structuring handoff are open, with a conversation note still pending for RM review.
Lead source
Specialist handoff
14 June 2026
Owner and status
Tax structuring desk · pending
Tax-structuring notes were sent to the RM for client-ready framing.
3 evidence records · Meeting-prep draft ready