Financial advisor note suitability cues

Judges: one client meeting note. Questions: noul:risk_tolerance_mismatch_hint - ...; noul:complaint_hint - .... Action: Supervisory review sample.

BA clean typed decision with either high volume or major value.3.76

Key facts

Vertical
Finance & insurance
Function
Legal & finance
Status
Idea
Volume
occasional
Value
major
Risk
high
Evidence
—
Flags
human-review

Build this with a classifier

Define a typed decision with a bounded answer, then evaluate it on examples.

{
  "decision_type": "yes_no",
  "question": "Does this input match the decision in “Financial advisor note suitability cues”?",
  "input": "<input to classify>",
  "output": "yes | no"
}

Related use cases

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