Complete Execution Output (JSON):
{
"analyze_client_profile": {
"analysis_timestamp": "2025-07-17T08:45:53.013457",
"behavioral_patterns": [
"Technology-savvy user",
"Responds well to research-based recommendations",
"Seeks regular market updates"
],
"confidence_score": 0.87,
"engagement_level": {
"rating": "High",
"score": 0.9
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:53.013457\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"engagement_level\": {\"score\": 0.9, \"rating\": \"High\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.87}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.223316,
"end_time": "2025-07-17T08:45:53.071832",
"message_sent": true,
"start_time": "2025-07-17T08:45:51.848516",
"timestamp": "2025-07-17T08:45:53.071832",
"worker_executed": true,
"workers_notified": true
},
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:53.013457\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"engagement_level\": {\"score\": 0.9, \"rating\": \"High\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.87}\n",
"primary_segment": "MF_INVESTOR",
"return_code": 0,
"secondary_characteristics": [
"Risk Profile: MODERATE",
"AUM Tier: Premium",
"Trading Activity: Low"
],
"segment_description": "Mutual Fund Investor",
"status": "completed",
"stderr": "",
"task_id": "analyze_client_profile"
},
"assess_client_risk": {
"assessment_timestamp": "2025-07-17T08:45:54.278060",
"churn_risk_score": 0.19,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T08:45:54.278060\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.19, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.81, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.223362,
"end_time": "2025-07-17T08:45:54.338635",
"message_sent": true,
"start_time": "2025-07-17T08:45:53.115273",
"timestamp": "2025-07-17T08:45:54.338635",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-08-16",
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T08:45:54.278060\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.19, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.81, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"portfolio_risk": {
"concentration_ratio": 0.6,
"diversification_score": 0.4,
"level": "LOW"
},
"recommended_interventions": [
"Routine check-ins",
"Cross-selling opportunities",
"Loyalty program enrollment",
"Referral incentives"
],
"relationship_health": {
"score": 0.81,
"status": "Healthy"
},
"return_code": 0,
"risk_description": "Stable relationship",
"risk_factors": [
"Frequent support requests"
],
"risk_level": "LOW",
"status": "completed",
"stderr": "",
"task_id": "assess_client_risk"
},
"collect_client_data": {
"client_data": {
"basic_info": {
"age": 45,
"city": "Mumbai",
"kyc_status": "VERIFIED",
"name": "Rajesh Kumar",
"occupation": "Business Owner",
"registration_date": "2020-01-15",
"risk_profile": "MODERATE",
"sub_broker_id": "SB918"
},
"behavioral_data": {
"login_frequency": "daily",
"mobile_app_usage": "high",
"research_report_downloads": 10,
"support_interactions": 3,
"webinar_attendance": 10
},
"client_id": "C001",
"communication_preferences": {
"channel": "whatsapp",
"content_type": "market_updates",
"frequency": "monthly"
},
"portfolio": {
"active_loans": 2,
"cash_balance": 45909,
"equity_holdings": 510000,
"insurance_policies": 4,
"mutual_funds": 212500,
"total_aum": 850000
},
"transaction_history": {
"avg_monthly_volume": 123419,
"last_transaction_date": "2025-07-15",
"preferred_segments": [
"equity",
"mutual_funds"
],
"total_trades_ytd": 19,
"trading_frequency": "low"
}
},
"collection_timestamp": "2025-07-17T08:45:51.765587",
"data_quality_score": 0.97,
"data_sources": [
"trading_system",
"crm",
"support_system",
"mobile_app"
],
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"status\": \"success\", \"client_data\": {\"client_id\": \"C001\", \"basic_info\": {\"name\": \"Rajesh Kumar\", \"city\": \"Mumbai\", \"age\": 45, \"occupation\": \"Business Owner\", \"registration_date\": \"2020-01-15\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"sub_broker_id\": \"SB918\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 4, \"active_loans\": 2, \"total_aum\": 850000, \"cash_balance\": 45909}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 123419, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 19}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"high\", \"support_interactions\": 3, \"webinar_attendance\": 10, \"research_report_downloads\": 10}, \"communication_preferences\": {\"channel\": \"whatsapp\", \"frequency\": \"monthly\", \"content_type\": \"market_updates\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T08:45:51.765587\", \"data_quality_score\": 0.97}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.19608,
"end_time": "2025-07-17T08:45:51.823753",
"message_sent": true,
"start_time": "2025-07-17T08:45:50.627673",
"timestamp": "2025-07-17T08:45:51.823753",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"status\": \"success\", \"client_data\": {\"client_id\": \"C001\", \"basic_info\": {\"name\": \"Rajesh Kumar\", \"city\": \"Mumbai\", \"age\": 45, \"occupation\": \"Business Owner\", \"registration_date\": \"2020-01-15\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"sub_broker_id\": \"SB918\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 4, \"active_loans\": 2, \"total_aum\": 850000, \"cash_balance\": 45909}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 123419, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 19}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"high\", \"support_interactions\": 3, \"webinar_attendance\": 10, \"research_report_downloads\": 10}, \"communication_preferences\": {\"channel\": \"whatsapp\", \"frequency\": \"monthly\", \"content_type\": \"market_updates\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T08:45:51.765587\", \"data_quality_score\": 0.97}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "collect_client_data"
},
"execution_summary": {
"completed_tasks": 11,
"dependencies_detected": false,
"end_time": "2025-07-17T08:46:02.402585",
"execution_mode": "distributed",
"start_time": "2025-07-17T08:45:49.763898",
"total_tasks": 11
},
"generate_performance_metrics": {
"analytics_timestamp": "2025-07-17T08:46:00.919674",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"metrics_generated\": true, \"performance_metrics\": {\"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"execution_metrics\": {\"total_execution_time\": \"26 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.93, \"ai_confidence_average\": 0.94}, \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"retention_probability_improvement\": \"+21%\", \"engagement_score_improvement\": \"+28%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+19%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": false, \"next_review_date\": \"2025-08-16T08:46:00.919596\", \"recommended_action\": \"escalate\"}, \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"analytics_timestamp\": \"2025-07-17T08:46:00.919674\", \"report_confidence\": 0.94}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.226342,
"end_time": "2025-07-17T08:46:00.984983",
"message_sent": true,
"start_time": "2025-07-17T08:45:59.758641",
"timestamp": "2025-07-17T08:46:00.984983",
"worker_executed": true,
"workers_notified": true
},
"metrics_generated": true,
"output": "__OUTPUTS__ {\"metrics_generated\": true, \"performance_metrics\": {\"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"execution_metrics\": {\"total_execution_time\": \"26 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.93, \"ai_confidence_average\": 0.94}, \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"retention_probability_improvement\": \"+21%\", \"engagement_score_improvement\": \"+28%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+19%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": false, \"next_review_date\": \"2025-08-16T08:46:00.919596\", \"recommended_action\": \"escalate\"}, \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"analytics_timestamp\": \"2025-07-17T08:46:00.919674\", \"report_confidence\": 0.94}\n",
"performance_metrics": {
"business_impact": {
"client_satisfaction_impact": "+19%",
"cross_sell_opportunities_identified": 3,
"engagement_score_improvement": "+28%",
"estimated_revenue_impact": "\u20b916965",
"retention_probability_improvement": "+21%"
},
"client_id": "123",
"execution_id": "05a799f1-4097-4825-8f8e-748e76a01d69",
"execution_metrics": {
"ai_confidence_average": 0.94,
"data_quality_score": 0.93,
"success_rate": 100.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "26 seconds"
},
"improvement_recommendations": [
"Implement A/B testing for communication strategies",
"Expand cross-selling opportunity matrix",
"Develop more personalized offer generation"
],
"next_actions": {
"escalation_needed": false,
"follow_up_required": false,
"next_review_date": "2025-08-16T08:46:00.919596",
"recommended_action": "escalate"
},
"processing_timestamp": "2025-07-17T08:46:00.919562",
"response_metrics": {
"engagement_score": 0,
"response_positive": false,
"response_received": false,
"tracking_quality": {
"click_through_rate": 0.26,
"email_open_rate": 0.71,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"route_performance": {
"avg_response_time": "1.8 days",
"avg_success_rate": 0.48
},
"route_taken": "UNRESOLVED_risk_based_router.selected_route",
"success_indicators": {
"communication": "SUCCESS",
"data_collection": "SUCCESS",
"notifications": "SUCCESS",
"recommendations": "SUCCESS",
"risk_assessment": "SUCCESS",
"tracking": "SUCCESS"
},
"workflow_id": "UNRESOLVED_WORKFLOW_ID"
},
"report_confidence": 0.94,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "generate_performance_metrics"
},
"identify_upsell_opportunities": {
"analysis_timestamp": "2025-07-17T08:45:55.716814",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance",
"loans"
],
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"primary_opportunities\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}, {\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}], \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"value_propositions\": {\"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\", \"insurance\": \"Protect your wealth while building more\"}, \"timing_strategy\": {\"immediate\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"sip_plus\", \"priority\": \"HIGH\", \"reason\": \"Systematic investment enhancement\"}, {\"product\": \"investment_insurance\", \"priority\": \"HIGH\", \"reason\": \"Insurance + investment combo\"}, {\"product\": \"investment_products\", \"priority\": \"HIGH\", \"reason\": \"Wealth building alongside borrowing\"}], \"next_quarter\": [{\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}], \"future\": [{\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}, {\"product\": \"equity_trading\", \"priority\": \"LOW\", \"reason\": \"Direct market participation\"}, {\"product\": \"loans\", \"priority\": \"LOW\", \"reason\": \"Against policy loans\"}, {\"product\": \"savings_accounts\", \"priority\": \"LOW\", \"reason\": \"Better cash management\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9189849\", \"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.201036,
"end_time": "2025-07-17T08:45:55.780560",
"message_sent": true,
"start_time": "2025-07-17T08:45:54.579524",
"timestamp": "2025-07-17T08:45:55.780560",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"primary_opportunities\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}, {\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}], \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"value_propositions\": {\"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\", \"insurance\": \"Protect your wealth while building more\"}, \"timing_strategy\": {\"immediate\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"sip_plus\", \"priority\": \"HIGH\", \"reason\": \"Systematic investment enhancement\"}, {\"product\": \"investment_insurance\", \"priority\": \"HIGH\", \"reason\": \"Insurance + investment combo\"}, {\"product\": \"investment_products\", \"priority\": \"HIGH\", \"reason\": \"Wealth building alongside borrowing\"}], \"next_quarter\": [{\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}], \"future\": [{\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}, {\"product\": \"equity_trading\", \"priority\": \"LOW\", \"reason\": \"Direct market participation\"}, {\"product\": \"loans\", \"priority\": \"LOW\", \"reason\": \"Against policy loans\"}, {\"product\": \"savings_accounts\", \"priority\": \"LOW\", \"reason\": \"Better cash management\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9189849\", \"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"primary_opportunities": [
{
"priority": "HIGH",
"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "MEDIUM",
"product": "mutual_funds",
"reason": "Portfolio diversification"
},
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
}
],
"product_gap_analysis": {
"expansion_potential": "HIGH",
"missing_products": [
"derivatives",
"sip_plus",
"investment_insurance",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.36
},
"recommended_approach": {
"method": "Consultative selling with needs analysis",
"success_factors": [
"Demonstrate clear value proposition",
"Address specific client needs",
"Provide trial periods where applicable"
],
"timeline": "3-6 months phased approach"
},
"return_code": 0,
"revenue_potential": {
"cross_sell_probability": "41%",
"estimated_additional_aum": "\u20b9189849",
"fee_income_potential": "\u20b924103 annually"
},
"status": "completed",
"stderr": "",
"task_id": "identify_upsell_opportunities",
"timing_strategy": {
"future": [
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
},
{
"priority": "LOW",
"product": "equity_trading",
"reason": "Direct market participation"
},
{
"priority": "LOW",
"product": "loans",
"reason": "Against policy loans"
},
{
"priority": "LOW",
"product": "savings_accounts",
"reason": "Better cash management"
}
],
"immediate": [
{
"priority": "HIGH",
"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "HIGH",
"product": "sip_plus",
"reason": "Systematic investment enhancement"
},
{
"priority": "HIGH",
"product": "investment_insurance",
"reason": "Insurance + investment combo"
},
{
"priority": "HIGH",
"product": "investment_products",
"reason": "Wealth building alongside borrowing"
}
],
"next_quarter": [
{
"priority": "MEDIUM",
"product": "mutual_funds",
"reason": "Portfolio diversification"
}
]
},
"value_propositions": {
"derivatives": "Leverage your equity knowledge for enhanced returns",
"insurance": "Protect your wealth while building more",
"mutual_funds": "Professional fund management for diversified growth"
}
},
"notify_sub_broker": {
"delivery_status": "SUCCESS",
"estimated_reach_time": "2 minutes",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N93524\", \"sub_broker_id\": \"\", \"client_id\": \"123\", \"notification_type\": \"UPSELL_OPPORTUNITY\", \"priority\": \"MEDIUM\", \"message\": \"Cross-selling opportunities identified\", \"recommendations\": {\"client_id\": \"C001\", \"timing_strategy\": {\"future\": [{\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}, {\"reason\": \"Direct market participation\", \"product\": \"equity_trading\", \"priority\": \"LOW\"}, {\"reason\": \"Against policy loans\", \"product\": \"loans\", \"priority\": \"LOW\"}, {\"reason\": \"Better cash management\", \"product\": \"savings_accounts\", \"priority\": \"LOW\"}], \"immediate\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Systematic investment enhancement\", \"product\": \"sip_plus\", \"priority\": \"HIGH\"}, {\"reason\": \"Insurance + investment combo\", \"product\": \"investment_insurance\", \"priority\": \"HIGH\"}, {\"reason\": \"Wealth building alongside borrowing\", \"product\": \"investment_products\", \"priority\": \"HIGH\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\", \"estimated_additional_aum\": \"\\u20b9189849\"}, \"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"value_propositions\": {\"insurance\": \"Protect your wealth while building more\", \"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\"}, \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}, \"primary_opportunities\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}, {\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}]}, \"expected_response_time\": \"3 days\", \"notification_channels\": [\"email\", \"sms\", \"dashboard\"], \"timestamp\": \"2025-07-17T08:45:57.211241\", \"status\": \"SENT\", \"tracking_id\": \"TRK479716\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.435434,
"end_time": "2025-07-17T08:45:57.275503",
"message_sent": true,
"start_time": "2025-07-17T08:45:55.840069",
"timestamp": "2025-07-17T08:45:57.275503",
"worker_executed": true,
"workers_notified": true
},
"notification_details": {
"client_id": "123",
"expected_response_time": "3 days",
"message": "Cross-selling opportunities identified",
"notification_channels": [
"email",
"sms",
"dashboard"
],
"notification_id": "N93524",
"notification_type": "UPSELL_OPPORTUNITY",
"priority": "MEDIUM",
"recommendations": {
"analysis_timestamp": "2025-07-17T08:45:55.716814",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance",
"loans"
],
"primary_opportunities": [
{
"priority": "HIGH",
"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "MEDIUM",
"product": "mutual_funds",
"reason": "Portfolio diversification"
},
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
}
],
"product_gap_analysis": {
"expansion_potential": "HIGH",
"missing_products": [
"derivatives",
"sip_plus",
"investment_insurance",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.36
},
"recommended_approach": {
"method": "Consultative selling with needs analysis",
"success_factors": [
"Demonstrate clear value proposition",
"Address specific client needs",
"Provide trial periods where applicable"
],
"timeline": "3-6 months phased approach"
},
"revenue_potential": {
"cross_sell_probability": "41%",
"estimated_additional_aum": "\u20b9189849",
"fee_income_potential": "\u20b924103 annually"
},
"timing_strategy": {
"future": [
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
},
{
"priority": "LOW",
"product": "equity_trading",
"reason": "Direct market participation"
},
{
"priority": "LOW",
"product": "loans",
"reason": "Against policy loans"
},
{
"priority": "LOW",
"product": "savings_accounts",
"reason": "Better cash management"
}
],
"immediate": [
{
"priority": "HIGH",
"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "HIGH",
"product": "sip_plus",
"reason": "Systematic investment enhancement"
},
{
"priority": "HIGH",
"product": "investment_insurance",
"reason": "Insurance + investment combo"
},
{
"priority": "HIGH",
"product": "investment_products",
"reason": "Wealth building alongside borrowing"
}
],
"next_quarter": [
{
"priority": "MEDIUM",
"product": "mutual_funds",
"reason": "Portfolio diversification"
}
]
},
"value_propositions": {
"derivatives": "Leverage your equity knowledge for enhanced returns",
"insurance": "Protect your wealth while building more",
"mutual_funds": "Professional fund management for diversified growth"
}
},
"status": "SENT",
"sub_broker_id": "",
"timestamp": "2025-07-17T08:45:57.211241",
"tracking_id": "TRK479716"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N93524\", \"sub_broker_id\": \"\", \"client_id\": \"123\", \"notification_type\": \"UPSELL_OPPORTUNITY\", \"priority\": \"MEDIUM\", \"message\": \"Cross-selling opportunities identified\", \"recommendations\": {\"client_id\": \"C001\", \"timing_strategy\": {\"future\": [{\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}, {\"reason\": \"Direct market participation\", \"product\": \"equity_trading\", \"priority\": \"LOW\"}, {\"reason\": \"Against policy loans\", \"product\": \"loans\", \"priority\": \"LOW\"}, {\"reason\": \"Better cash management\", \"product\": \"savings_accounts\", \"priority\": \"LOW\"}], \"immediate\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Systematic investment enhancement\", \"product\": \"sip_plus\", \"priority\": \"HIGH\"}, {\"reason\": \"Insurance + investment combo\", \"product\": \"investment_insurance\", \"priority\": \"HIGH\"}, {\"reason\": \"Wealth building alongside borrowing\", \"product\": \"investment_products\", \"priority\": \"HIGH\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\", \"estimated_additional_aum\": \"\\u20b9189849\"}, \"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"value_propositions\": {\"insurance\": \"Protect your wealth while building more\", \"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\"}, \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}, \"primary_opportunities\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}, {\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}]}, \"expected_response_time\": \"3 days\", \"notification_channels\": [\"email\", \"sms\", \"dashboard\"], \"timestamp\": \"2025-07-17T08:45:57.211241\", \"status\": \"SENT\", \"tracking_id\": \"TRK479716\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "notify_sub_broker"
},
"prepare_client_communication": {
"communication_details": {
"call_to_action": "Schedule a consultation with your advisor",
"channel": "whatsapp",
"client_id": "C001",
"communication_id": "COM95047",
"content": "Hello Rajesh Kumar, Based on your portfolio, we have identified opportunities for growth.",
"delivery_confirmation": true,
"message_type": "PRODUCT_RECOMMENDATION",
"personalization_data": {
"city": "Mumbai",
"client_name": "Rajesh Kumar",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_profile": "MODERATE"
},
"scheduled_time": "2025-07-17T10:03:57.224960",
"subject": "New ways to grow your wealth, Rajesh Kumar",
"tracking_enabled": true,
"urgency": "LOW"
},
"communication_prepared": true,
"estimated_delivery_time": "15 minutes",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM95047\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"whatsapp\", \"subject\": \"New ways to grow your wealth, Rajesh Kumar\", \"content\": \"Hello Rajesh Kumar, Based on your portfolio, we have identified opportunities for growth.\", \"urgency\": \"LOW\", \"call_to_action\": \"Schedule a consultation with your advisor\", \"scheduled_time\": \"2025-07-17T10:03:57.224960\", \"personalization_data\": {\"client_name\": \"Rajesh Kumar\", \"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_profile\": \"MODERATE\", \"city\": \"Mumbai\"}, \"tracking_enabled\": true, \"delivery_confirmation\": true}, \"estimated_delivery_time\": \"15 minutes\", \"personalization_score\": 0.9}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.358934,
"end_time": "2025-07-17T08:45:57.311996",
"message_sent": true,
"start_time": "2025-07-17T08:45:55.953062",
"timestamp": "2025-07-17T08:45:57.311996",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM95047\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"whatsapp\", \"subject\": \"New ways to grow your wealth, Rajesh Kumar\", \"content\": \"Hello Rajesh Kumar, Based on your portfolio, we have identified opportunities for growth.\", \"urgency\": \"LOW\", \"call_to_action\": \"Schedule a consultation with your advisor\", \"scheduled_time\": \"2025-07-17T10:03:57.224960\", \"personalization_data\": {\"client_name\": \"Rajesh Kumar\", \"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_profile\": \"MODERATE\", \"city\": \"Mumbai\"}, \"tracking_enabled\": true, \"delivery_confirmation\": true}, \"estimated_delivery_time\": \"15 minutes\", \"personalization_score\": 0.9}\n",
"personalization_score": 0.9,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "prepare_client_communication"
},
"risk_based_router": {
"all_conditions_checked": [
{
"condition": "${assess_client_risk.risk_level} == \u0027HIGH\u0027",
"name": "high_risk_client",
"result": false,
"route": "retention_path"
},
{
"condition": "${assess_client_risk.risk_level} == \u0027MEDIUM\u0027",
"name": "medium_risk_client",
"result": false,
"route": "engagement_path"
},
{
"condition": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
],
"duration_seconds": 0.001705,
"ended_at": "2025-07-17T08:45:54.463990",
"evaluation_details": {
"condition_index": 2,
"matched_condition": {
"condition": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
},
"execution_details": {
"actual_result": {
"output": "Route selected: upsell_path\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"upsell_path\", \"route_reason\": \"condition_matched: low_risk_client\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}, \"condition_index\": 2}, \"all_conditions_checked\": [{\"name\": \"high_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_path\"}, {\"name\": \"medium_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027MEDIUM\u0027\", \"result\": false, \"route\": \"engagement_path\"}, {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}], \"duration_seconds\": 0.001705, \"started_at\": \"2025-07-17T08:45:54.462285\", \"ended_at\": \"2025-07-17T08:45:54.463990\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.152013,
"end_time": "2025-07-17T08:45:54.518228",
"message_sent": true,
"start_time": "2025-07-17T08:45:54.366215",
"timestamp": "2025-07-17T08:45:54.518228",
"worker_executed": true,
"workers_notified": true
},
"output": "Route selected: upsell_path\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"upsell_path\", \"route_reason\": \"condition_matched: low_risk_client\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}, \"condition_index\": 2}, \"all_conditions_checked\": [{\"name\": \"high_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_path\"}, {\"name\": \"medium_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027MEDIUM\u0027\", \"result\": false, \"route\": \"engagement_path\"}, {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}], \"duration_seconds\": 0.001705, \"started_at\": \"2025-07-17T08:45:54.462285\", \"ended_at\": \"2025-07-17T08:45:54.463990\"}",
"return_code": 0,
"route_reason": "condition_matched: low_risk_client",
"router_type": "condition",
"selected_route": "upsell_path",
"started_at": "2025-07-17T08:45:54.462285",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"simulate_response_tracking": {
"analysis_timestamp": "2025-07-17T08:45:59.643674",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_channel\": null, \"response_type\": null, \"response_time_minutes\": null, \"engagement_score\": 0, \"follow_up_required\": false, \"next_action\": \"escalate\"}, \"tracking_metrics\": {\"email_open_rate\": 0.71, \"click_through_rate\": 0.26, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T08:45:59.643674\", \"recommendation\": \"Retry with different approach\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.235765,
"end_time": "2025-07-17T08:45:59.727144",
"message_sent": true,
"start_time": "2025-07-17T08:45:58.491379",
"timestamp": "2025-07-17T08:45:59.727144",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_channel\": null, \"response_type\": null, \"response_time_minutes\": null, \"engagement_score\": 0, \"follow_up_required\": false, \"next_action\": \"escalate\"}, \"tracking_metrics\": {\"email_open_rate\": 0.71, \"click_through_rate\": 0.26, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T08:45:59.643674\", \"recommendation\": \"Retry with different approach\"}\n",
"recommendation": "Retry with different approach",
"response_data": {
"campaign_route": "UNRESOLVED_risk_based_router.selected_route",
"client_id": "123",
"engagement_score": 0,
"follow_up_required": false,
"has_response": false,
"is_positive": false,
"next_action": "escalate",
"response_channel": null,
"response_time_minutes": null,
"response_timestamp": "2025-07-17T08:45:59.643598",
"response_type": null
},
"response_tracked": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "simulate_response_tracking",
"tracking_metrics": {
"click_through_rate": 0.26,
"email_open_rate": 0.71,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"status": "SUCCESS",
"task_outputs": {
"analyze_client_profile": {
"analysis_timestamp": "2025-07-17T08:45:53.013457",
"behavioral_patterns": [
"Technology-savvy user",
"Responds well to research-based recommendations",
"Seeks regular market updates"
],
"confidence_score": 0.87,
"engagement_level": {
"rating": "High",
"score": 0.9
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:53.013457\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"engagement_level\": {\"score\": 0.9, \"rating\": \"High\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.87}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.223316,
"end_time": "2025-07-17T08:45:53.071832",
"message_sent": true,
"start_time": "2025-07-17T08:45:51.848516",
"timestamp": "2025-07-17T08:45:53.071832",
"worker_executed": true,
"workers_notified": true
},
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:53.013457\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"engagement_level\": {\"score\": 0.9, \"rating\": \"High\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.87}\n",
"primary_segment": "MF_INVESTOR",
"return_code": 0,
"secondary_characteristics": [
"Risk Profile: MODERATE",
"AUM Tier: Premium",
"Trading Activity: Low"
],
"segment_description": "Mutual Fund Investor",
"status": "completed",
"stderr": "",
"task_id": "analyze_client_profile"
},
"assess_client_risk": {
"assessment_timestamp": "2025-07-17T08:45:54.278060",
"churn_risk_score": 0.19,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T08:45:54.278060\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.19, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.81, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.223362,
"end_time": "2025-07-17T08:45:54.338635",
"message_sent": true,
"start_time": "2025-07-17T08:45:53.115273",
"timestamp": "2025-07-17T08:45:54.338635",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-08-16",
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T08:45:54.278060\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.19, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.81, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"portfolio_risk": {
"concentration_ratio": 0.6,
"diversification_score": 0.4,
"level": "LOW"
},
"recommended_interventions": [
"Routine check-ins",
"Cross-selling opportunities",
"Loyalty program enrollment",
"Referral incentives"
],
"relationship_health": {
"score": 0.81,
"status": "Healthy"
},
"return_code": 0,
"risk_description": "Stable relationship",
"risk_factors": [
"Frequent support requests"
],
"risk_level": "LOW",
"status": "completed",
"stderr": "",
"task_id": "assess_client_risk"
},
"collect_client_data": {
"client_data": {
"basic_info": {
"age": 45,
"city": "Mumbai",
"kyc_status": "VERIFIED",
"name": "Rajesh Kumar",
"occupation": "Business Owner",
"registration_date": "2020-01-15",
"risk_profile": "MODERATE",
"sub_broker_id": "SB918"
},
"behavioral_data": {
"login_frequency": "daily",
"mobile_app_usage": "high",
"research_report_downloads": 10,
"support_interactions": 3,
"webinar_attendance": 10
},
"client_id": "C001",
"communication_preferences": {
"channel": "whatsapp",
"content_type": "market_updates",
"frequency": "monthly"
},
"portfolio": {
"active_loans": 2,
"cash_balance": 45909,
"equity_holdings": 510000,
"insurance_policies": 4,
"mutual_funds": 212500,
"total_aum": 850000
},
"transaction_history": {
"avg_monthly_volume": 123419,
"last_transaction_date": "2025-07-15",
"preferred_segments": [
"equity",
"mutual_funds"
],
"total_trades_ytd": 19,
"trading_frequency": "low"
}
},
"collection_timestamp": "2025-07-17T08:45:51.765587",
"data_quality_score": 0.97,
"data_sources": [
"trading_system",
"crm",
"support_system",
"mobile_app"
],
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"status\": \"success\", \"client_data\": {\"client_id\": \"C001\", \"basic_info\": {\"name\": \"Rajesh Kumar\", \"city\": \"Mumbai\", \"age\": 45, \"occupation\": \"Business Owner\", \"registration_date\": \"2020-01-15\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"sub_broker_id\": \"SB918\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 4, \"active_loans\": 2, \"total_aum\": 850000, \"cash_balance\": 45909}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 123419, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 19}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"high\", \"support_interactions\": 3, \"webinar_attendance\": 10, \"research_report_downloads\": 10}, \"communication_preferences\": {\"channel\": \"whatsapp\", \"frequency\": \"monthly\", \"content_type\": \"market_updates\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T08:45:51.765587\", \"data_quality_score\": 0.97}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.19608,
"end_time": "2025-07-17T08:45:51.823753",
"message_sent": true,
"start_time": "2025-07-17T08:45:50.627673",
"timestamp": "2025-07-17T08:45:51.823753",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"status\": \"success\", \"client_data\": {\"client_id\": \"C001\", \"basic_info\": {\"name\": \"Rajesh Kumar\", \"city\": \"Mumbai\", \"age\": 45, \"occupation\": \"Business Owner\", \"registration_date\": \"2020-01-15\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"sub_broker_id\": \"SB918\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 4, \"active_loans\": 2, \"total_aum\": 850000, \"cash_balance\": 45909}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 123419, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 19}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"high\", \"support_interactions\": 3, \"webinar_attendance\": 10, \"research_report_downloads\": 10}, \"communication_preferences\": {\"channel\": \"whatsapp\", \"frequency\": \"monthly\", \"content_type\": \"market_updates\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T08:45:51.765587\", \"data_quality_score\": 0.97}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "collect_client_data"
},
"generate_performance_metrics": {
"analytics_timestamp": "2025-07-17T08:46:00.919674",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"metrics_generated\": true, \"performance_metrics\": {\"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"execution_metrics\": {\"total_execution_time\": \"26 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.93, \"ai_confidence_average\": 0.94}, \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"retention_probability_improvement\": \"+21%\", \"engagement_score_improvement\": \"+28%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+19%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": false, \"next_review_date\": \"2025-08-16T08:46:00.919596\", \"recommended_action\": \"escalate\"}, \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"analytics_timestamp\": \"2025-07-17T08:46:00.919674\", \"report_confidence\": 0.94}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.226342,
"end_time": "2025-07-17T08:46:00.984983",
"message_sent": true,
"start_time": "2025-07-17T08:45:59.758641",
"timestamp": "2025-07-17T08:46:00.984983",
"worker_executed": true,
"workers_notified": true
},
"metrics_generated": true,
"output": "__OUTPUTS__ {\"metrics_generated\": true, \"performance_metrics\": {\"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"execution_metrics\": {\"total_execution_time\": \"26 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.93, \"ai_confidence_average\": 0.94}, \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"retention_probability_improvement\": \"+21%\", \"engagement_score_improvement\": \"+28%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+19%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": false, \"next_review_date\": \"2025-08-16T08:46:00.919596\", \"recommended_action\": \"escalate\"}, \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"analytics_timestamp\": \"2025-07-17T08:46:00.919674\", \"report_confidence\": 0.94}\n",
"performance_metrics": {
"business_impact": {
"client_satisfaction_impact": "+19%",
"cross_sell_opportunities_identified": 3,
"engagement_score_improvement": "+28%",
"estimated_revenue_impact": "\u20b916965",
"retention_probability_improvement": "+21%"
},
"client_id": "123",
"execution_id": "05a799f1-4097-4825-8f8e-748e76a01d69",
"execution_metrics": {
"ai_confidence_average": 0.94,
"data_quality_score": 0.93,
"success_rate": 100.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "26 seconds"
},
"improvement_recommendations": [
"Implement A/B testing for communication strategies",
"Expand cross-selling opportunity matrix",
"Develop more personalized offer generation"
],
"next_actions": {
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"follow_up_required": false,
"next_review_date": "2025-08-16T08:46:00.919596",
"recommended_action": "escalate"
},
"processing_timestamp": "2025-07-17T08:46:00.919562",
"response_metrics": {
"engagement_score": 0,
"response_positive": false,
"response_received": false,
"tracking_quality": {
"click_through_rate": 0.26,
"email_open_rate": 0.71,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"route_performance": {
"avg_response_time": "1.8 days",
"avg_success_rate": 0.48
},
"route_taken": "UNRESOLVED_risk_based_router.selected_route",
"success_indicators": {
"communication": "SUCCESS",
"data_collection": "SUCCESS",
"notifications": "SUCCESS",
"recommendations": "SUCCESS",
"risk_assessment": "SUCCESS",
"tracking": "SUCCESS"
},
"workflow_id": "UNRESOLVED_WORKFLOW_ID"
},
"report_confidence": 0.94,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "generate_performance_metrics"
},
"identify_upsell_opportunities": {
"analysis_timestamp": "2025-07-17T08:45:55.716814",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance",
"loans"
],
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"primary_opportunities\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}, {\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}], \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"value_propositions\": {\"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\", \"insurance\": \"Protect your wealth while building more\"}, \"timing_strategy\": {\"immediate\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"sip_plus\", \"priority\": \"HIGH\", \"reason\": \"Systematic investment enhancement\"}, {\"product\": \"investment_insurance\", \"priority\": \"HIGH\", \"reason\": \"Insurance + investment combo\"}, {\"product\": \"investment_products\", \"priority\": \"HIGH\", \"reason\": \"Wealth building alongside borrowing\"}], \"next_quarter\": [{\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}], \"future\": [{\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}, {\"product\": \"equity_trading\", \"priority\": \"LOW\", \"reason\": \"Direct market participation\"}, {\"product\": \"loans\", \"priority\": \"LOW\", \"reason\": \"Against policy loans\"}, {\"product\": \"savings_accounts\", \"priority\": \"LOW\", \"reason\": \"Better cash management\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9189849\", \"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.201036,
"end_time": "2025-07-17T08:45:55.780560",
"message_sent": true,
"start_time": "2025-07-17T08:45:54.579524",
"timestamp": "2025-07-17T08:45:55.780560",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"primary_opportunities\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}, {\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}], \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"value_propositions\": {\"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\", \"insurance\": \"Protect your wealth while building more\"}, \"timing_strategy\": {\"immediate\": [{\"product\": \"derivatives\", \"priority\": \"HIGH\", \"reason\": \"Natural progression for equity traders\"}, {\"product\": \"sip_plus\", \"priority\": \"HIGH\", \"reason\": \"Systematic investment enhancement\"}, {\"product\": \"investment_insurance\", \"priority\": \"HIGH\", \"reason\": \"Insurance + investment combo\"}, {\"product\": \"investment_products\", \"priority\": \"HIGH\", \"reason\": \"Wealth building alongside borrowing\"}], \"next_quarter\": [{\"product\": \"mutual_funds\", \"priority\": \"MEDIUM\", \"reason\": \"Portfolio diversification\"}], \"future\": [{\"product\": \"insurance\", \"priority\": \"LOW\", \"reason\": \"Risk protection\"}, {\"product\": \"equity_trading\", \"priority\": \"LOW\", \"reason\": \"Direct market participation\"}, {\"product\": \"loans\", \"priority\": \"LOW\", \"reason\": \"Against policy loans\"}, {\"product\": \"savings_accounts\", \"priority\": \"LOW\", \"reason\": \"Better cash management\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9189849\", \"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"primary_opportunities": [
{
"priority": "HIGH",
"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "MEDIUM",
"product": "mutual_funds",
"reason": "Portfolio diversification"
},
{
"priority": "LOW",
"product": "insurance",
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}
],
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"sip_plus",
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"savings_accounts",
"demat_services",
"research_advisory"
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},
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"Address specific client needs",
"Provide trial periods where applicable"
],
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},
"return_code": 0,
"revenue_potential": {
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"estimated_additional_aum": "\u20b9189849",
"fee_income_potential": "\u20b924103 annually"
},
"status": "completed",
"stderr": "",
"task_id": "identify_upsell_opportunities",
"timing_strategy": {
"future": [
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
},
{
"priority": "LOW",
"product": "equity_trading",
"reason": "Direct market participation"
},
{
"priority": "LOW",
"product": "loans",
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},
{
"priority": "LOW",
"product": "savings_accounts",
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}
],
"immediate": [
{
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"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "HIGH",
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},
{
"priority": "HIGH",
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},
{
"priority": "HIGH",
"product": "investment_products",
"reason": "Wealth building alongside borrowing"
}
],
"next_quarter": [
{
"priority": "MEDIUM",
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}
]
},
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"insurance": "Protect your wealth while building more",
"mutual_funds": "Professional fund management for diversified growth"
}
},
"notify_sub_broker": {
"delivery_status": "SUCCESS",
"estimated_reach_time": "2 minutes",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N93524\", \"sub_broker_id\": \"\", \"client_id\": \"123\", \"notification_type\": \"UPSELL_OPPORTUNITY\", \"priority\": \"MEDIUM\", \"message\": \"Cross-selling opportunities identified\", \"recommendations\": {\"client_id\": \"C001\", \"timing_strategy\": {\"future\": [{\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}, {\"reason\": \"Direct market participation\", \"product\": \"equity_trading\", \"priority\": \"LOW\"}, {\"reason\": \"Against policy loans\", \"product\": \"loans\", \"priority\": \"LOW\"}, {\"reason\": \"Better cash management\", \"product\": \"savings_accounts\", \"priority\": \"LOW\"}], \"immediate\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Systematic investment enhancement\", \"product\": \"sip_plus\", \"priority\": \"HIGH\"}, {\"reason\": \"Insurance + investment combo\", \"product\": \"investment_insurance\", \"priority\": \"HIGH\"}, {\"reason\": \"Wealth building alongside borrowing\", \"product\": \"investment_products\", \"priority\": \"HIGH\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\", \"estimated_additional_aum\": \"\\u20b9189849\"}, \"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"value_propositions\": {\"insurance\": \"Protect your wealth while building more\", \"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\"}, \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}, \"primary_opportunities\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}, {\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}]}, \"expected_response_time\": \"3 days\", \"notification_channels\": [\"email\", \"sms\", \"dashboard\"], \"timestamp\": \"2025-07-17T08:45:57.211241\", \"status\": \"SENT\", \"tracking_id\": \"TRK479716\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
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},
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"timestamp": "2025-07-17T08:45:57.275503",
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},
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"sms",
"dashboard"
],
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],
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"research_advisory"
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},
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{
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{
"priority": "LOW",
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{
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],
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{
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{
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{
"priority": "HIGH",
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],
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}
]
},
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"insurance": "Protect your wealth while building more",
"mutual_funds": "Professional fund management for diversified growth"
}
},
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"sub_broker_id": "",
"timestamp": "2025-07-17T08:45:57.211241",
"tracking_id": "TRK479716"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N93524\", \"sub_broker_id\": \"\", \"client_id\": \"123\", \"notification_type\": \"UPSELL_OPPORTUNITY\", \"priority\": \"MEDIUM\", \"message\": \"Cross-selling opportunities identified\", \"recommendations\": {\"client_id\": \"C001\", \"timing_strategy\": {\"future\": [{\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}, {\"reason\": \"Direct market participation\", \"product\": \"equity_trading\", \"priority\": \"LOW\"}, {\"reason\": \"Against policy loans\", \"product\": \"loans\", \"priority\": \"LOW\"}, {\"reason\": \"Better cash management\", \"product\": \"savings_accounts\", \"priority\": \"LOW\"}], \"immediate\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Systematic investment enhancement\", \"product\": \"sip_plus\", \"priority\": \"HIGH\"}, {\"reason\": \"Insurance + investment combo\", \"product\": \"investment_insurance\", \"priority\": \"HIGH\"}, {\"reason\": \"Wealth building alongside borrowing\", \"product\": \"investment_products\", \"priority\": \"HIGH\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\", \"loans\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b924103 annually\", \"cross_sell_probability\": \"41%\", \"estimated_additional_aum\": \"\\u20b9189849\"}, \"analysis_timestamp\": \"2025-07-17T08:45:55.716814\", \"value_propositions\": {\"insurance\": \"Protect your wealth while building more\", \"derivatives\": \"Leverage your equity knowledge for enhanced returns\", \"mutual_funds\": \"Professional fund management for diversified growth\"}, \"product_gap_analysis\": {\"missing_products\": [\"derivatives\", \"sip_plus\", \"investment_insurance\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.36, \"expansion_potential\": \"HIGH\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}, \"primary_opportunities\": [{\"reason\": \"Natural progression for equity traders\", \"product\": \"derivatives\", \"priority\": \"HIGH\"}, {\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}, {\"reason\": \"Risk protection\", \"product\": \"insurance\", \"priority\": \"LOW\"}]}, \"expected_response_time\": \"3 days\", \"notification_channels\": [\"email\", \"sms\", \"dashboard\"], \"timestamp\": \"2025-07-17T08:45:57.211241\", \"status\": \"SENT\", \"tracking_id\": \"TRK479716\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "notify_sub_broker"
},
"prepare_client_communication": {
"communication_details": {
"call_to_action": "Schedule a consultation with your advisor",
"channel": "whatsapp",
"client_id": "C001",
"communication_id": "COM95047",
"content": "Hello Rajesh Kumar, Based on your portfolio, we have identified opportunities for growth.",
"delivery_confirmation": true,
"message_type": "PRODUCT_RECOMMENDATION",
"personalization_data": {
"city": "Mumbai",
"client_name": "Rajesh Kumar",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_profile": "MODERATE"
},
"scheduled_time": "2025-07-17T10:03:57.224960",
"subject": "New ways to grow your wealth, Rajesh Kumar",
"tracking_enabled": true,
"urgency": "LOW"
},
"communication_prepared": true,
"estimated_delivery_time": "15 minutes",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM95047\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"whatsapp\", \"subject\": \"New ways to grow your wealth, Rajesh Kumar\", \"content\": \"Hello Rajesh Kumar, Based on your portfolio, we have identified opportunities for growth.\", \"urgency\": \"LOW\", \"call_to_action\": \"Schedule a consultation with your advisor\", \"scheduled_time\": \"2025-07-17T10:03:57.224960\", \"personalization_data\": {\"client_name\": \"Rajesh Kumar\", \"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_profile\": \"MODERATE\", \"city\": \"Mumbai\"}, \"tracking_enabled\": true, \"delivery_confirmation\": true}, \"estimated_delivery_time\": \"15 minutes\", \"personalization_score\": 0.9}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.358934,
"end_time": "2025-07-17T08:45:57.311996",
"message_sent": true,
"start_time": "2025-07-17T08:45:55.953062",
"timestamp": "2025-07-17T08:45:57.311996",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM95047\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"whatsapp\", \"subject\": \"New ways to grow your wealth, Rajesh Kumar\", \"content\": \"Hello Rajesh Kumar, Based on your portfolio, we have identified opportunities for growth.\", \"urgency\": \"LOW\", \"call_to_action\": \"Schedule a consultation with your advisor\", \"scheduled_time\": \"2025-07-17T10:03:57.224960\", \"personalization_data\": {\"client_name\": \"Rajesh Kumar\", \"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_profile\": \"MODERATE\", \"city\": \"Mumbai\"}, \"tracking_enabled\": true, \"delivery_confirmation\": true}, \"estimated_delivery_time\": \"15 minutes\", \"personalization_score\": 0.9}\n",
"personalization_score": 0.9,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "prepare_client_communication"
},
"risk_based_router": {
"all_conditions_checked": [
{
"condition": "${assess_client_risk.risk_level} == \u0027HIGH\u0027",
"name": "high_risk_client",
"result": false,
"route": "retention_path"
},
{
"condition": "${assess_client_risk.risk_level} == \u0027MEDIUM\u0027",
"name": "medium_risk_client",
"result": false,
"route": "engagement_path"
},
{
"condition": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
],
"duration_seconds": 0.001705,
"ended_at": "2025-07-17T08:45:54.463990",
"evaluation_details": {
"condition_index": 2,
"matched_condition": {
"condition": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
},
"execution_details": {
"actual_result": {
"output": "Route selected: upsell_path\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"upsell_path\", \"route_reason\": \"condition_matched: low_risk_client\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}, \"condition_index\": 2}, \"all_conditions_checked\": [{\"name\": \"high_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_path\"}, {\"name\": \"medium_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027MEDIUM\u0027\", \"result\": false, \"route\": \"engagement_path\"}, {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}], \"duration_seconds\": 0.001705, \"started_at\": \"2025-07-17T08:45:54.462285\", \"ended_at\": \"2025-07-17T08:45:54.463990\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.152013,
"end_time": "2025-07-17T08:45:54.518228",
"message_sent": true,
"start_time": "2025-07-17T08:45:54.366215",
"timestamp": "2025-07-17T08:45:54.518228",
"worker_executed": true,
"workers_notified": true
},
"output": "Route selected: upsell_path\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"upsell_path\", \"route_reason\": \"condition_matched: low_risk_client\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}, \"condition_index\": 2}, \"all_conditions_checked\": [{\"name\": \"high_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_path\"}, {\"name\": \"medium_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027MEDIUM\u0027\", \"result\": false, \"route\": \"engagement_path\"}, {\"name\": \"low_risk_client\", \"condition\": \"${assess_client_risk.risk_level} == \u0027LOW\u0027\", \"result\": true, \"route\": \"upsell_path\"}], \"duration_seconds\": 0.001705, \"started_at\": \"2025-07-17T08:45:54.462285\", \"ended_at\": \"2025-07-17T08:45:54.463990\"}",
"return_code": 0,
"route_reason": "condition_matched: low_risk_client",
"router_type": "condition",
"selected_route": "upsell_path",
"started_at": "2025-07-17T08:45:54.462285",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"simulate_response_tracking": {
"analysis_timestamp": "2025-07-17T08:45:59.643674",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_channel\": null, \"response_type\": null, \"response_time_minutes\": null, \"engagement_score\": 0, \"follow_up_required\": false, \"next_action\": \"escalate\"}, \"tracking_metrics\": {\"email_open_rate\": 0.71, \"click_through_rate\": 0.26, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T08:45:59.643674\", \"recommendation\": \"Retry with different approach\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.235765,
"end_time": "2025-07-17T08:45:59.727144",
"message_sent": true,
"start_time": "2025-07-17T08:45:58.491379",
"timestamp": "2025-07-17T08:45:59.727144",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_channel\": null, \"response_type\": null, \"response_time_minutes\": null, \"engagement_score\": 0, \"follow_up_required\": false, \"next_action\": \"escalate\"}, \"tracking_metrics\": {\"email_open_rate\": 0.71, \"click_through_rate\": 0.26, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T08:45:59.643674\", \"recommendation\": \"Retry with different approach\"}\n",
"recommendation": "Retry with different approach",
"response_data": {
"campaign_route": "UNRESOLVED_risk_based_router.selected_route",
"client_id": "123",
"engagement_score": 0,
"follow_up_required": false,
"has_response": false,
"is_positive": false,
"next_action": "escalate",
"response_channel": null,
"response_time_minutes": null,
"response_timestamp": "2025-07-17T08:45:59.643598",
"response_type": null
},
"response_tracked": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "simulate_response_tracking",
"tracking_metrics": {
"click_through_rate": 0.26,
"email_open_rate": 0.71,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"update_client_profile": {
"data_quality_improvement": "+5%",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T08:45:58.357964\", \"risk_level\": \"LOW\", \"risk_score\": 0.19, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.9, \"recommended_actions\": \"UNRESOLVED_risk_based_router.selected_route\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T08:45:58.358001\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_high\"], \"ai_insights\": {\"confidence_score\": 0.87, \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"UNRESOLVED_risk_based_router.selected_route\", \"action_timestamp\": \"2025-07-17T08:45:58.358027\", \"success_probability\": \"62%\"}}, \"update_timestamp\": \"2025-07-17T08:45:58.358050\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 2.334732,
"end_time": "2025-07-17T08:45:58.418397",
"message_sent": true,
"start_time": "2025-07-17T08:45:56.083665",
"timestamp": "2025-07-17T08:45:58.418397",
"worker_executed": true,
"workers_notified": true
},
"fields_updated": 12,
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T08:45:58.357964\", \"risk_level\": \"LOW\", \"risk_score\": 0.19, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.9, \"recommended_actions\": \"UNRESOLVED_risk_based_router.selected_route\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T08:45:58.358001\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_high\"], \"ai_insights\": {\"confidence_score\": 0.87, \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"UNRESOLVED_risk_based_router.selected_route\", \"action_timestamp\": \"2025-07-17T08:45:58.358027\", \"success_probability\": \"62%\"}}, \"update_timestamp\": \"2025-07-17T08:45:58.358050\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"profile_updated": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "update_client_profile",
"update_details": {
"action_history": {
"action_timestamp": "2025-07-17T08:45:58.358027",
"last_action": "UNRESOLVED_risk_based_router.selected_route",
"success_probability": "62%"
},
"ai_insights": {
"behavioral_patterns": [
"Technology-savvy user",
"Responds well to research-based recommendations",
"Seeks regular market updates"
],
"confidence_score": 0.87,
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
}
},
"analysis_version": "1.0",
"client_id": "123",
"engagement_score": 0.9,
"last_analysis_date": "2025-07-17T08:45:58.357964",
"next_review_date": "2025-08-16T08:45:58.358001",
"recommended_actions": "UNRESOLVED_risk_based_router.selected_route",
"risk_level": "LOW",
"risk_score": 0.19,
"segment": "MF_INVESTOR",
"tags": [
"risk_low",
"segment_mf_investor",
"engagement_high"
]
},
"update_timestamp": "2025-07-17T08:45:58.358050"
},
"update_learning_model": {
"algorithm_updates": {
"model_performance": {
"f1_score": "83.6%",
"overall_accuracy": "88.1%",
"precision": "89.6%",
"recall": "78.9%"
},
"new_features": [
"Dynamic risk scoring",
"Behavioral pattern recognition",
"Predictive engagement scoring",
"Optimal timing recommendations"
],
"updated_algorithms": [
"risk_assessment_model_v2.1",
"client_segmentation_v1.8",
"recommendation_engine_v3.2",
"response_prediction_v1.5"
]
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"learning_completed\": true, \"learning_data\": {\"client_segment\": \"MF_INVESTOR\", \"risk_level\": \"LOW\", \"actions_taken\": \"upsell_path\", \"response_outcome\": {\"client_id\": \"123\", \"is_positive\": false, \"next_action\": \"escalate\", \"has_response\": false, \"response_type\": null, \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_time_minutes\": null}, \"success_metrics\": {\"client_id\": \"123\", \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"next_actions\": {\"next_review_date\": \"2025-08-16T08:46:00.919596\", \"escalation_needed\": false, \"follow_up_required\": false, \"recommended_action\": \"escalate\"}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"client_satisfaction_impact\": \"+19%\", \"engagement_score_improvement\": \"+28%\", \"retention_probability_improvement\": \"+21%\", \"cross_sell_opportunities_identified\": 3}, \"response_metrics\": {\"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}, \"response_positive\": false, \"response_received\": false}, \"execution_metrics\": {\"success_rate\": 100.0, \"tasks_completed\": 12, \"tasks_successful\": 12, \"data_quality_score\": 0.93, \"total_execution_time\": \"26 seconds\", \"ai_confidence_average\": 0.94}, \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"success_indicators\": {\"tracking\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"data_collection\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\"}, \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.9, \u0027rating\u0027: \u0027High\u0027}\"}, \"learning_timestamp\": \"2025-07-17T08:46:02.286437\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 24% better response to retention offers\", \"Clients in Mumbai prefer whatsapp communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.0%\", \"segmentation_model\": \"+2.7%\", \"recommendation_engine\": \"+2.5%\", \"response_prediction\": \"+3.7%\"}, \"recommendations_refined\": [\"Adjust risk thresholds for better sensitivity\", \"Enhance personalization algorithms\", \"Improve timing prediction models\", \"Optimize communication channel selection\"]}, \"algorithm_updates\": {\"updated_algorithms\": [\"risk_assessment_model_v2.1\", \"client_segmentation_v1.8\", \"recommendation_engine_v3.2\", \"response_prediction_v1.5\"], \"new_features\": [\"Dynamic risk scoring\", \"Behavioral pattern recognition\", \"Predictive engagement scoring\", \"Optimal timing recommendations\"], \"model_performance\": {\"overall_accuracy\": \"88.1%\", \"precision\": \"89.6%\", \"recall\": \"78.9%\", \"f1_score\": \"83.6%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T08:46:02.286620\", \"focus_areas\": [\"Improve low-engagement client predictions\", \"Enhance cross-selling opportunity identification\", \"Optimize communication timing\", \"Refine retention strategy effectiveness\"], \"data_requirements\": [\"More historical response data\", \"Enhanced behavioral tracking\", \"Market condition correlations\", \"Competitor analysis integration\"]}, \"learning_timestamp\": \"2025-07-17T08:46:02.286641\", \"learning_confidence\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.239158,
"end_time": "2025-07-17T08:46:02.371138",
"message_sent": true,
"start_time": "2025-07-17T08:46:01.131980",
"timestamp": "2025-07-17T08:46:02.371138",
"worker_executed": true,
"workers_notified": true
},
"learning_completed": true,
"learning_confidence": 0.85,
"learning_data": {
"actions_taken": "upsell_path",
"client_characteristics": {
"age": 45,
"aum": 850000,
"engagement_level": "{\u0027score\u0027: 0.9, \u0027rating\u0027: \u0027High\u0027}",
"risk_profile": "MODERATE"
},
"client_segment": "MF_INVESTOR",
"learning_timestamp": "2025-07-17T08:46:02.286437",
"response_outcome": {
"campaign_route": "UNRESOLVED_risk_based_router.selected_route",
"client_id": "123",
"engagement_score": 0,
"follow_up_required": false,
"has_response": false,
"is_positive": false,
"next_action": "escalate",
"response_channel": null,
"response_time_minutes": null,
"response_timestamp": "2025-07-17T08:45:59.643598",
"response_type": null
},
"risk_level": "LOW",
"success_metrics": {
"business_impact": {
"client_satisfaction_impact": "+19%",
"cross_sell_opportunities_identified": 3,
"engagement_score_improvement": "+28%",
"estimated_revenue_impact": "\u20b916965",
"retention_probability_improvement": "+21%"
},
"client_id": "123",
"execution_id": "05a799f1-4097-4825-8f8e-748e76a01d69",
"execution_metrics": {
"ai_confidence_average": 0.94,
"data_quality_score": 0.93,
"success_rate": 100.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "26 seconds"
},
"improvement_recommendations": [
"Implement A/B testing for communication strategies",
"Expand cross-selling opportunity matrix",
"Develop more personalized offer generation"
],
"next_actions": {
"escalation_needed": false,
"follow_up_required": false,
"next_review_date": "2025-08-16T08:46:00.919596",
"recommended_action": "escalate"
},
"processing_timestamp": "2025-07-17T08:46:00.919562",
"response_metrics": {
"engagement_score": 0,
"response_positive": false,
"response_received": false,
"tracking_quality": {
"click_through_rate": 0.26,
"email_open_rate": 0.71,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"route_performance": {
"avg_response_time": "1.8 days",
"avg_success_rate": 0.48
},
"route_taken": "UNRESOLVED_risk_based_router.selected_route",
"success_indicators": {
"communication": "SUCCESS",
"data_collection": "SUCCESS",
"notifications": "SUCCESS",
"recommendations": "SUCCESS",
"risk_assessment": "SUCCESS",
"tracking": "SUCCESS"
},
"workflow_id": "UNRESOLVED_WORKFLOW_ID"
}
},
"learning_timestamp": "2025-07-17T08:46:02.286641",
"model_insights": {
"accuracy_improvements": {
"recommendation_engine": "+2.5%",
"response_prediction": "+3.7%",
"risk_assessment_model": "+2.0%",
"segmentation_model": "+2.7%"
},
"patterns_identified": [
"High AUM clients (850000+) show 24% better response to retention offers",
"Clients in Mumbai prefer whatsapp communication",
"MODERATE risk profile clients respond best to educational content"
],
"recommendations_refined": [
"Adjust risk thresholds for better sensitivity",
"Enhance personalization algorithms",
"Improve timing prediction models",
"Optimize communication channel selection"
]
},
"optimization_plans": {
"data_requirements": [
"More historical response data",
"Enhanced behavioral tracking",
"Market condition correlations",
"Competitor analysis integration"
],
"focus_areas": [
"Improve low-engagement client predictions",
"Enhance cross-selling opportunity identification",
"Optimize communication timing",
"Refine retention strategy effectiveness"
],
"next_optimization_cycle": "2025-07-24T08:46:02.286620"
},
"output": "__OUTPUTS__ {\"learning_completed\": true, \"learning_data\": {\"client_segment\": \"MF_INVESTOR\", \"risk_level\": \"LOW\", \"actions_taken\": \"upsell_path\", \"response_outcome\": {\"client_id\": \"123\", \"is_positive\": false, \"next_action\": \"escalate\", \"has_response\": false, \"response_type\": null, \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_time_minutes\": null}, \"success_metrics\": {\"client_id\": \"123\", \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"next_actions\": {\"next_review_date\": \"2025-08-16T08:46:00.919596\", \"escalation_needed\": false, \"follow_up_required\": false, \"recommended_action\": \"escalate\"}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"client_satisfaction_impact\": \"+19%\", \"engagement_score_improvement\": \"+28%\", \"retention_probability_improvement\": \"+21%\", \"cross_sell_opportunities_identified\": 3}, \"response_metrics\": {\"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}, \"response_positive\": false, \"response_received\": false}, \"execution_metrics\": {\"success_rate\": 100.0, \"tasks_completed\": 12, \"tasks_successful\": 12, \"data_quality_score\": 0.93, \"total_execution_time\": \"26 seconds\", \"ai_confidence_average\": 0.94}, \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"success_indicators\": {\"tracking\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"data_collection\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\"}, \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.9, \u0027rating\u0027: \u0027High\u0027}\"}, \"learning_timestamp\": \"2025-07-17T08:46:02.286437\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 24% better response to retention offers\", \"Clients in Mumbai prefer whatsapp communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.0%\", \"segmentation_model\": \"+2.7%\", \"recommendation_engine\": \"+2.5%\", \"response_prediction\": \"+3.7%\"}, \"recommendations_refined\": [\"Adjust risk thresholds for better sensitivity\", \"Enhance personalization algorithms\", \"Improve timing prediction models\", \"Optimize communication channel selection\"]}, \"algorithm_updates\": {\"updated_algorithms\": [\"risk_assessment_model_v2.1\", \"client_segmentation_v1.8\", \"recommendation_engine_v3.2\", \"response_prediction_v1.5\"], \"new_features\": [\"Dynamic risk scoring\", \"Behavioral pattern recognition\", \"Predictive engagement scoring\", \"Optimal timing recommendations\"], \"model_performance\": {\"overall_accuracy\": \"88.1%\", \"precision\": \"89.6%\", \"recall\": \"78.9%\", \"f1_score\": \"83.6%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T08:46:02.286620\", \"focus_areas\": [\"Improve low-engagement client predictions\", \"Enhance cross-selling opportunity identification\", \"Optimize communication timing\", \"Refine retention strategy effectiveness\"], \"data_requirements\": [\"More historical response data\", \"Enhanced behavioral tracking\", \"Market condition correlations\", \"Competitor analysis integration\"]}, \"learning_timestamp\": \"2025-07-17T08:46:02.286641\", \"learning_confidence\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "update_learning_model"
}
},
"update_client_profile": {
"data_quality_improvement": "+5%",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T08:45:58.357964\", \"risk_level\": \"LOW\", \"risk_score\": 0.19, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.9, \"recommended_actions\": \"UNRESOLVED_risk_based_router.selected_route\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T08:45:58.358001\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_high\"], \"ai_insights\": {\"confidence_score\": 0.87, \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"UNRESOLVED_risk_based_router.selected_route\", \"action_timestamp\": \"2025-07-17T08:45:58.358027\", \"success_probability\": \"62%\"}}, \"update_timestamp\": \"2025-07-17T08:45:58.358050\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 2.334732,
"end_time": "2025-07-17T08:45:58.418397",
"message_sent": true,
"start_time": "2025-07-17T08:45:56.083665",
"timestamp": "2025-07-17T08:45:58.418397",
"worker_executed": true,
"workers_notified": true
},
"fields_updated": 12,
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T08:45:58.357964\", \"risk_level\": \"LOW\", \"risk_score\": 0.19, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.9, \"recommended_actions\": \"UNRESOLVED_risk_based_router.selected_route\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T08:45:58.358001\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_high\"], \"ai_insights\": {\"confidence_score\": 0.87, \"behavioral_patterns\": [\"Technology-savvy user\", \"Responds well to research-based recommendations\", \"Seeks regular market updates\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"UNRESOLVED_risk_based_router.selected_route\", \"action_timestamp\": \"2025-07-17T08:45:58.358027\", \"success_probability\": \"62%\"}}, \"update_timestamp\": \"2025-07-17T08:45:58.358050\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"profile_updated": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "update_client_profile",
"update_details": {
"action_history": {
"action_timestamp": "2025-07-17T08:45:58.358027",
"last_action": "UNRESOLVED_risk_based_router.selected_route",
"success_probability": "62%"
},
"ai_insights": {
"behavioral_patterns": [
"Technology-savvy user",
"Responds well to research-based recommendations",
"Seeks regular market updates"
],
"confidence_score": 0.87,
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
}
},
"analysis_version": "1.0",
"client_id": "123",
"engagement_score": 0.9,
"last_analysis_date": "2025-07-17T08:45:58.357964",
"next_review_date": "2025-08-16T08:45:58.358001",
"recommended_actions": "UNRESOLVED_risk_based_router.selected_route",
"risk_level": "LOW",
"risk_score": 0.19,
"segment": "MF_INVESTOR",
"tags": [
"risk_low",
"segment_mf_investor",
"engagement_high"
]
},
"update_timestamp": "2025-07-17T08:45:58.358050"
},
"update_learning_model": {
"algorithm_updates": {
"model_performance": {
"f1_score": "83.6%",
"overall_accuracy": "88.1%",
"precision": "89.6%",
"recall": "78.9%"
},
"new_features": [
"Dynamic risk scoring",
"Behavioral pattern recognition",
"Predictive engagement scoring",
"Optimal timing recommendations"
],
"updated_algorithms": [
"risk_assessment_model_v2.1",
"client_segmentation_v1.8",
"recommendation_engine_v3.2",
"response_prediction_v1.5"
]
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"learning_completed\": true, \"learning_data\": {\"client_segment\": \"MF_INVESTOR\", \"risk_level\": \"LOW\", \"actions_taken\": \"upsell_path\", \"response_outcome\": {\"client_id\": \"123\", \"is_positive\": false, \"next_action\": \"escalate\", \"has_response\": false, \"response_type\": null, \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_time_minutes\": null}, \"success_metrics\": {\"client_id\": \"123\", \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"next_actions\": {\"next_review_date\": \"2025-08-16T08:46:00.919596\", \"escalation_needed\": false, \"follow_up_required\": false, \"recommended_action\": \"escalate\"}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"client_satisfaction_impact\": \"+19%\", \"engagement_score_improvement\": \"+28%\", \"retention_probability_improvement\": \"+21%\", \"cross_sell_opportunities_identified\": 3}, \"response_metrics\": {\"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}, \"response_positive\": false, \"response_received\": false}, \"execution_metrics\": {\"success_rate\": 100.0, \"tasks_completed\": 12, \"tasks_successful\": 12, \"data_quality_score\": 0.93, \"total_execution_time\": \"26 seconds\", \"ai_confidence_average\": 0.94}, \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"success_indicators\": {\"tracking\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"data_collection\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\"}, \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.9, \u0027rating\u0027: \u0027High\u0027}\"}, \"learning_timestamp\": \"2025-07-17T08:46:02.286437\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 24% better response to retention offers\", \"Clients in Mumbai prefer whatsapp communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.0%\", \"segmentation_model\": \"+2.7%\", \"recommendation_engine\": \"+2.5%\", \"response_prediction\": \"+3.7%\"}, \"recommendations_refined\": [\"Adjust risk thresholds for better sensitivity\", \"Enhance personalization algorithms\", \"Improve timing prediction models\", \"Optimize communication channel selection\"]}, \"algorithm_updates\": {\"updated_algorithms\": [\"risk_assessment_model_v2.1\", \"client_segmentation_v1.8\", \"recommendation_engine_v3.2\", \"response_prediction_v1.5\"], \"new_features\": [\"Dynamic risk scoring\", \"Behavioral pattern recognition\", \"Predictive engagement scoring\", \"Optimal timing recommendations\"], \"model_performance\": {\"overall_accuracy\": \"88.1%\", \"precision\": \"89.6%\", \"recall\": \"78.9%\", \"f1_score\": \"83.6%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T08:46:02.286620\", \"focus_areas\": [\"Improve low-engagement client predictions\", \"Enhance cross-selling opportunity identification\", \"Optimize communication timing\", \"Refine retention strategy effectiveness\"], \"data_requirements\": [\"More historical response data\", \"Enhanced behavioral tracking\", \"Market condition correlations\", \"Competitor analysis integration\"]}, \"learning_timestamp\": \"2025-07-17T08:46:02.286641\", \"learning_confidence\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.239158,
"end_time": "2025-07-17T08:46:02.371138",
"message_sent": true,
"start_time": "2025-07-17T08:46:01.131980",
"timestamp": "2025-07-17T08:46:02.371138",
"worker_executed": true,
"workers_notified": true
},
"learning_completed": true,
"learning_confidence": 0.85,
"learning_data": {
"actions_taken": "upsell_path",
"client_characteristics": {
"age": 45,
"aum": 850000,
"engagement_level": "{\u0027score\u0027: 0.9, \u0027rating\u0027: \u0027High\u0027}",
"risk_profile": "MODERATE"
},
"client_segment": "MF_INVESTOR",
"learning_timestamp": "2025-07-17T08:46:02.286437",
"response_outcome": {
"campaign_route": "UNRESOLVED_risk_based_router.selected_route",
"client_id": "123",
"engagement_score": 0,
"follow_up_required": false,
"has_response": false,
"is_positive": false,
"next_action": "escalate",
"response_channel": null,
"response_time_minutes": null,
"response_timestamp": "2025-07-17T08:45:59.643598",
"response_type": null
},
"risk_level": "LOW",
"success_metrics": {
"business_impact": {
"client_satisfaction_impact": "+19%",
"cross_sell_opportunities_identified": 3,
"engagement_score_improvement": "+28%",
"estimated_revenue_impact": "\u20b916965",
"retention_probability_improvement": "+21%"
},
"client_id": "123",
"execution_id": "05a799f1-4097-4825-8f8e-748e76a01d69",
"execution_metrics": {
"ai_confidence_average": 0.94,
"data_quality_score": 0.93,
"success_rate": 100.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "26 seconds"
},
"improvement_recommendations": [
"Implement A/B testing for communication strategies",
"Expand cross-selling opportunity matrix",
"Develop more personalized offer generation"
],
"next_actions": {
"escalation_needed": false,
"follow_up_required": false,
"next_review_date": "2025-08-16T08:46:00.919596",
"recommended_action": "escalate"
},
"processing_timestamp": "2025-07-17T08:46:00.919562",
"response_metrics": {
"engagement_score": 0,
"response_positive": false,
"response_received": false,
"tracking_quality": {
"click_through_rate": 0.26,
"email_open_rate": 0.71,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"route_performance": {
"avg_response_time": "1.8 days",
"avg_success_rate": 0.48
},
"route_taken": "UNRESOLVED_risk_based_router.selected_route",
"success_indicators": {
"communication": "SUCCESS",
"data_collection": "SUCCESS",
"notifications": "SUCCESS",
"recommendations": "SUCCESS",
"risk_assessment": "SUCCESS",
"tracking": "SUCCESS"
},
"workflow_id": "UNRESOLVED_WORKFLOW_ID"
}
},
"learning_timestamp": "2025-07-17T08:46:02.286641",
"model_insights": {
"accuracy_improvements": {
"recommendation_engine": "+2.5%",
"response_prediction": "+3.7%",
"risk_assessment_model": "+2.0%",
"segmentation_model": "+2.7%"
},
"patterns_identified": [
"High AUM clients (850000+) show 24% better response to retention offers",
"Clients in Mumbai prefer whatsapp communication",
"MODERATE risk profile clients respond best to educational content"
],
"recommendations_refined": [
"Adjust risk thresholds for better sensitivity",
"Enhance personalization algorithms",
"Improve timing prediction models",
"Optimize communication channel selection"
]
},
"optimization_plans": {
"data_requirements": [
"More historical response data",
"Enhanced behavioral tracking",
"Market condition correlations",
"Competitor analysis integration"
],
"focus_areas": [
"Improve low-engagement client predictions",
"Enhance cross-selling opportunity identification",
"Optimize communication timing",
"Refine retention strategy effectiveness"
],
"next_optimization_cycle": "2025-07-24T08:46:02.286620"
},
"output": "__OUTPUTS__ {\"learning_completed\": true, \"learning_data\": {\"client_segment\": \"MF_INVESTOR\", \"risk_level\": \"LOW\", \"actions_taken\": \"upsell_path\", \"response_outcome\": {\"client_id\": \"123\", \"is_positive\": false, \"next_action\": \"escalate\", \"has_response\": false, \"response_type\": null, \"campaign_route\": \"UNRESOLVED_risk_based_router.selected_route\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T08:45:59.643598\", \"response_time_minutes\": null}, \"success_metrics\": {\"client_id\": \"123\", \"route_taken\": \"UNRESOLVED_risk_based_router.selected_route\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"05a799f1-4097-4825-8f8e-748e76a01d69\", \"next_actions\": {\"next_review_date\": \"2025-08-16T08:46:00.919596\", \"escalation_needed\": false, \"follow_up_required\": false, \"recommended_action\": \"escalate\"}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b916965\", \"client_satisfaction_impact\": \"+19%\", \"engagement_score_improvement\": \"+28%\", \"retention_probability_improvement\": \"+21%\", \"cross_sell_opportunities_identified\": 3}, \"response_metrics\": {\"engagement_score\": 0, \"tracking_quality\": {\"email_open_rate\": 0.71, \"sentiment_score\": 0.5, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"click_through_rate\": 0.26}, \"response_positive\": false, \"response_received\": false}, \"execution_metrics\": {\"success_rate\": 100.0, \"tasks_completed\": 12, \"tasks_successful\": 12, \"data_quality_score\": 0.93, \"total_execution_time\": \"26 seconds\", \"ai_confidence_average\": 0.94}, \"route_performance\": {\"avg_success_rate\": 0.48, \"avg_response_time\": \"1.8 days\"}, \"success_indicators\": {\"tracking\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"data_collection\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\"}, \"processing_timestamp\": \"2025-07-17T08:46:00.919562\", \"improvement_recommendations\": [\"Implement A/B testing for communication strategies\", \"Expand cross-selling opportunity matrix\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.9, \u0027rating\u0027: \u0027High\u0027}\"}, \"learning_timestamp\": \"2025-07-17T08:46:02.286437\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 24% better response to retention offers\", \"Clients in Mumbai prefer whatsapp communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.0%\", \"segmentation_model\": \"+2.7%\", \"recommendation_engine\": \"+2.5%\", \"response_prediction\": \"+3.7%\"}, \"recommendations_refined\": [\"Adjust risk thresholds for better sensitivity\", \"Enhance personalization algorithms\", \"Improve timing prediction models\", \"Optimize communication channel selection\"]}, \"algorithm_updates\": {\"updated_algorithms\": [\"risk_assessment_model_v2.1\", \"client_segmentation_v1.8\", \"recommendation_engine_v3.2\", \"response_prediction_v1.5\"], \"new_features\": [\"Dynamic risk scoring\", \"Behavioral pattern recognition\", \"Predictive engagement scoring\", \"Optimal timing recommendations\"], \"model_performance\": {\"overall_accuracy\": \"88.1%\", \"precision\": \"89.6%\", \"recall\": \"78.9%\", \"f1_score\": \"83.6%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T08:46:02.286620\", \"focus_areas\": [\"Improve low-engagement client predictions\", \"Enhance cross-selling opportunity identification\", \"Optimize communication timing\", \"Refine retention strategy effectiveness\"], \"data_requirements\": [\"More historical response data\", \"Enhanced behavioral tracking\", \"Market condition correlations\", \"Competitor analysis integration\"]}, \"learning_timestamp\": \"2025-07-17T08:46:02.286641\", \"learning_confidence\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "update_learning_model"
}
}