Service gap
Hartono family
Education-planning follow-up and tax-structuring handoff are open, with a conversation note still pending for RM review.
- Kind
- Unresolved specialist handoff
- Priority
- Priority 2
- Evidence
- 3 records
- Sources
- CRM, wealth-team, conversation, external news, external report
AI transparency
Where AI is used
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.
4 evidence IDs used. 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.
Client prep
What changed since the last review
Entrepreneur family with open next-generation education planning, a pending specialist handoff, and a recorded question about family-office administration.
- Next touchpoint
- Client-ready specialist framing
- Blocker
- RM framing pending
Assistant follow-up
Assistant logged a requested follow-up on education planning for the next generation.
Specialist handoff
Tax-structuring notes were sent to the RM for client-ready framing.
Client question
Client asked whether the bank can coordinate cross-border family-office administration.
Source field
The education-planning due date is pending.
Evidence
Draft source map
Each AI-prepared paragraph is mapped to source records before RM approval.
1 source record
Claim text
Assistant logged a requested follow-up on education planning for the next generation. The due date is pending.
Accepted by evidence validator
Assistant CRM log
- Owner
- Elaine Koh
- Date
- 11 June 2026
1 source record
Claim text
The tax-structuring handoff is pending RM framing; the draft states that source record without adding conclusions.
Accepted by evidence validator
Specialist handoff
- Owner
- Tax structuring desk
- Date
- 14 June 2026
1 source record
Claim text
The recent conversation records a question about cross-border family-office administration. Treat this as a recorded question for RM review, not inferred intent.
Accepted by evidence validator
Conversation note
- Owner
- Marco Tan
- Date
- 13 June 2026
Evidence
Preview onlySource validation preview
Marco can inspect which supplied records support the draft. This does not add facts, change the draft, or send content.
External boundary
seeded demo recordExternal stale and pending records are visible but cannot support new wording.
Validation state
Preview not checked
- Selected records
- 4 supplied source records in preview.
- External sources
- External report stale
- Accuracy guard
- source label, owner, date, status, supporting wording are required.
- Draft boundary
- Preview checks source coverage; it does not add facts, change the draft, or send content.
Evidence drill-down
Source history for this service gap
3 records
11 June 2026
Education-planning follow-up remains open.
Assistant logged a requested follow-up on education planning for the next generation.
Assistant CRM log · owner Elaine Koh
14 June 2026
Specialist handoff is pending RM framing.
Tax-structuring notes were sent to the RM for client-ready framing.
Specialist handoff · owner Tax structuring desk
13 June 2026
The client asked about cross-border family-office administration.
Client asked whether the bank can coordinate cross-border family-office administration.
Conversation note · owner Marco Tan
Draft
RM-facing meeting-prep draft
AI-prepared wording from validated source records. Marco edits before approval.
Paragraph 1
Assistant logged a requested follow-up on education planning for the next generation. The due date is pending.
Paragraph 2
The tax-structuring handoff is pending RM framing; the draft states that source record without adding conclusions.
Paragraph 3
The recent conversation records a question about cross-border family-office administration. Treat this as a recorded question for RM review, not inferred intent.
AI draft safety
Draft assembled after evidence-map validation.
- Evidence
- 3 mapped source records
- Unknown facts
- Blocked by validator
- Wording
- Prohibited wording blocked
- Fallback
- Available if blocked
Approval
RM approval
Marco remains author of record. Nothing is sent to a client.
Close the service loop
These controls record RM intent in the pilot log. No production system is updated.
Queue progress
2 open service gaps in this queue.
Select a pilot outcome when RM review is complete.
Return to queue