Service gap
Lim family
CRM follow-up is overdue, and the recent purchase record has not been connected back to the relationship note.
- Kind
- Overdue CRM follow-up
- Priority
- Priority 1
- Evidence
- 4 records
- Sources
- CRM, purchase, conversation, 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.
3 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
Business-owner family with an open liquidity-planning commitment, recent wealth-team purchase context, and a recorded succession-planning interest.
- Next touchpoint
- After the next family council
- Blocker
- Purchase context not yet connected to meeting prep
Open commitment
Marco Tan promised a liquidity-planning follow-up after the business-sale conversation.
Recent bank record
Lim family subscribed to the short-duration income product through the wealth team.
Client-stated interest
Client asked to revisit succession planning after the next family council.
Approved external source
Approved external report records family-enterprise succession planning themes for RM context.
RM blocker
The purchase record has not been acknowledged in meeting prep.
Evidence
Draft source map
Each AI-prepared paragraph is mapped to source records before RM approval.
1 source record
Claim text
Marco Tan promised a liquidity-planning follow-up after the business-sale conversation.
Accepted by evidence validator
CRM activity
- Owner
- Marco Tan
- Date
- 12 June 2026
1 source record
Claim text
Purchase record context: Lim family subscribed to the short-duration income product through the wealth team.
Accepted by evidence validator
Bank purchase record
- Owner
- Wealth team
- Date
- 30 May 2026
1 source record
Claim text
The same note can record the client-stated request to revisit succession planning after the next family council. The RM edits and approves before any client-facing use.
Accepted by evidence validator
Conversation note
- Owner
- Marco Tan
- Date
- 3 June 2026
1 source record
Claim text
Approved external report context: family-enterprise succession planning themes are recorded for RM review. The RM edits and approves before any client-facing use.
Accepted by evidence validator
Approved external report
- Owner
- Approved source desk
- Date
- 18 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 news remains blocked unless approved wording is attached to this service-gap item.
Validation state
Preview not checked
- Selected records
- 4 supplied source records in preview.
- External sources
- External news blocked
- 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
4 records
12 June 2026
The liquidity-planning follow-up is overdue.
Marco Tan promised a liquidity-planning follow-up after the business-sale conversation.
CRM activity · owner Marco Tan
30 May 2026
A recent purchase record has not been acknowledged in meeting prep.
Lim family subscribed to the short-duration income product through the wealth team.
Bank purchase record · owner Wealth team
3 June 2026
The client asked to revisit succession planning.
Client asked to revisit succession planning after the next family council.
Conversation note · owner Marco Tan
18 June 2026
Approved external report records family-enterprise succession planning themes for RM context.
Approved external report records family-enterprise succession planning themes for RM context.
Approved external report · owner Approved source desk
Draft
RM-facing follow-up draft
AI-prepared wording from validated source records. Marco edits before approval.
Paragraph 1
Marco Tan promised a liquidity-planning follow-up after the business-sale conversation.
Paragraph 2
Purchase record context: Lim family subscribed to the short-duration income product through the wealth team.
Paragraph 3
The same note can record the client-stated request to revisit succession planning after the next family council. The RM edits and approves before any client-facing use.
Paragraph 4
Approved external report context: family-enterprise succession planning themes are recorded for RM review. The RM edits and approves before any client-facing use.
AI draft safety
Draft assembled after evidence-map validation.
- Evidence
- 4 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. Hartono follows Lim.
Select a pilot outcome when RM review is complete.
Open Hartono gap