Enter the RM workspace

Demo login for Marco Tan. The prototype uses synthetic CRM activity, purchase records, wealth-team handoffs and conversation notes.

Enter as Marco Back to overview

Stakeholder guide

Review support

This rail is read-only. It shows what source-bounded answers prove, what remains pilot scope, and where Marco keeps draft and approval ownership.

Ask from sources

Question scope is Marco's synthetic service-gap queue.

Whole book

Answers are bounded to supplied source records for the selected item. Advice, product requests, hidden intent, calculated figures, broader external-source searches, production-source claims and sending requests are refused.

AI use: source-bound answer request. Unsupported questions return a refusal.

What is pilot scope

not live

These labels describe what a bank pilot would need. They are not connected systems in this prototype and do not add evidence to the draft.

CRM connector

pilot scope · would map commitments, owners, due dates and status fields from approved CRM records.

Purchase records

pilot scope · would read bank purchase records as factual RM context only.

Conversation capture

pilot scope · would import client-stated interests and preferences after bank approval.

Hosting

pilot scope · deployment boundary for an approved bank environment.

Monitoring

pilot scope · would track generation cap, validator blocks and approval status.

Compliance review

pilot scope · would validate source wording, approval boundary and refusal copy.

Current item coverage

Current item: 0 records selected for this item. External records are seeded and scoped to this item.

CRM0 recordsOpen a service-gap item to see source coverage.
purchase0 recordsOpen a service-gap item to see source coverage.
wealth-team0 recordsOpen a service-gap item to see source coverage.
conversation0 recordsOpen a service-gap item to see source coverage.
reference0 recordsOpen a service-gap item to see source coverage.
External reportExternal report unavailableNo supplied connector record exists for the current item.
External newsExternal news unavailableNo supplied connector record exists for the current item.