Complete Execution Output (JSON):
{
"analyze_client_profile": {
"analysis_timestamp": "2025-07-17T10:38:31.833638",
"behavioral_patterns": [
"Price-sensitive to fees and charges",
"Technology-savvy user",
"Responds well to research-based recommendations"
],
"confidence_score": 0.88,
"engagement_level": {
"rating": "Medium",
"score": 0.66
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:31.833638\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"engagement_level\": {\"score\": 0.66, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\"}, \"confidence_score\": 0.88}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.223024,
"end_time": "2025-07-17T10:38:31.897917",
"message_sent": true,
"start_time": "2025-07-17T10:38:30.674893",
"timestamp": "2025-07-17T10:38:31.897917",
"worker_executed": true,
"workers_notified": true
},
"investment_preferences": {
"investment_horizon": "Short-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:31.833638\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"engagement_level\": {\"score\": 0.66, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\"}, \"confidence_score\": 0.88}\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": "2025-07-17T10:38:33.100666",
"churn_risk_score": 0.32,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:38:33.100666\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.32, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.68, \"status\": \"At Risk\"}, \"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": 1.231114,
"end_time": "2025-07-17T10:38:33.172773",
"message_sent": true,
"start_time": "2025-07-17T10:38:31.941659",
"timestamp": "2025-07-17T10:38:33.172773",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-08-16",
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:38:33.100666\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.32, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.68, \"status\": \"At Risk\"}, \"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": 0.68,
"status": "At Risk"
},
"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": "SB219"
},
"behavioral_data": {
"login_frequency": "daily",
"mobile_app_usage": "low",
"research_report_downloads": 14,
"support_interactions": 4,
"webinar_attendance": 8
},
"client_id": "C001",
"communication_preferences": {
"channel": "phone",
"content_type": "product_offers",
"frequency": "daily"
},
"portfolio": {
"active_loans": 1,
"cash_balance": 48920,
"equity_holdings": 510000,
"insurance_policies": 1,
"mutual_funds": 212500,
"total_aum": 850000
},
"transaction_history": {
"avg_monthly_volume": 145201,
"last_transaction_date": "2025-07-15",
"preferred_segments": [
"equity",
"mutual_funds"
],
"total_trades_ytd": 120,
"trading_frequency": "low"
}
},
"collection_timestamp": "2025-07-17T10:38:30.581411",
"data_quality_score": 0.85,
"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\": \"SB219\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 1, \"active_loans\": 1, \"total_aum\": 850000, \"cash_balance\": 48920}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 145201, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 120}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 4, \"webinar_attendance\": 8, \"research_report_downloads\": 14}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"daily\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:38:30.581411\", \"data_quality_score\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.214185,
"end_time": "2025-07-17T10:38:30.648576",
"message_sent": true,
"start_time": "2025-07-17T10:38:29.434391",
"timestamp": "2025-07-17T10:38:30.648576",
"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\": \"SB219\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 1, \"active_loans\": 1, \"total_aum\": 850000, \"cash_balance\": 48920}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 145201, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 120}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 4, \"webinar_attendance\": 8, \"research_report_downloads\": 14}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"daily\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:38:30.581411\", \"data_quality_score\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "collect_client_data"
},
"consolidate_strategy_results": {
"consolidated_strategies": {
"all_strategies_generated": true,
"consolidation_summary": {
"active_strategy": "upsell_path",
"processing_status": "completed",
"total_strategies": 3
},
"consolidation_timestamp": "2025-07-17T10:38:35.891411",
"engagement_available": false,
"engagement_campaign": null,
"execution_readiness": {
"data_quality_score": 95.0,
"next_steps": [
"Execute campaign notifications",
"Prepare client communications",
"Update client profiles",
"Monitor response tracking"
],
"primary_strategy_available": true,
"ready_for_execution": true,
"route_determined": true
},
"metrics": {
"consolidation_success_rate": "100%",
"processing_time_seconds": 1,
"strategies_processed": 3,
"successful_generations": 1
},
"primary_strategy": {
"analysis_timestamp": "2025-07-17T10:38:34.593560",
"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": "56%",
"estimated_additional_aum": "\u20b9184938",
"fee_income_potential": "\u20b921378 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"
}
},
"priority_level": "MEDIUM",
"retention_available": false,
"retention_strategy": null,
"selected_route": "upsell_path",
"strategy_type": "upsell",
"upsell_available": true,
"upsell_opportunities": {
"analysis_timestamp": "2025-07-17T10:38:34.593560",
"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": "56%",
"estimated_additional_aum": "\u20b9184938",
"fee_income_potential": "\u20b921378 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"
}
}
},
"consolidation_completed": true,
"consolidation_timestamp": "2025-07-17T10:38:35.891532",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:38:35.891411\", \"selected_route\": \"upsell_path\", \"all_strategies_generated\": true, \"consolidation_summary\": {\"total_strategies\": 3, \"active_strategy\": \"upsell_path\", \"processing_status\": \"completed\"}, \"retention_strategy\": null, \"retention_available\": false, \"engagement_campaign\": null, \"engagement_available\": false, \"upsell_opportunities\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"upsell_available\": true, \"primary_strategy\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"strategy_type\": \"upsell\", \"priority_level\": \"MEDIUM\", \"execution_readiness\": {\"ready_for_execution\": true, \"primary_strategy_available\": true, \"route_determined\": true, \"data_quality_score\": 95.0, \"next_steps\": [\"Execute campaign notifications\", \"Prepare client communications\", \"Update client profiles\", \"Monitor response tracking\"]}, \"metrics\": {\"strategies_processed\": 3, \"successful_generations\": 1, \"consolidation_success_rate\": \"100%\", \"processing_time_seconds\": 1}}, \"selected_route\": \"upsell_path\", \"primary_strategy_type\": \"upsell\", \"execution_ready\": true, \"consolidation_timestamp\": \"2025-07-17T10:38:35.891532\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.210343,
"end_time": "2025-07-17T10:38:35.960168",
"message_sent": true,
"start_time": "2025-07-17T10:38:34.749825",
"timestamp": "2025-07-17T10:38:35.960168",
"worker_executed": true,
"workers_notified": true
},
"execution_ready": true,
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:38:35.891411\", \"selected_route\": \"upsell_path\", \"all_strategies_generated\": true, \"consolidation_summary\": {\"total_strategies\": 3, \"active_strategy\": \"upsell_path\", \"processing_status\": \"completed\"}, \"retention_strategy\": null, \"retention_available\": false, \"engagement_campaign\": null, \"engagement_available\": false, \"upsell_opportunities\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"upsell_available\": true, \"primary_strategy\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"strategy_type\": \"upsell\", \"priority_level\": \"MEDIUM\", \"execution_readiness\": {\"ready_for_execution\": true, \"primary_strategy_available\": true, \"route_determined\": true, \"data_quality_score\": 95.0, \"next_steps\": [\"Execute campaign notifications\", \"Prepare client communications\", \"Update client profiles\", \"Monitor response tracking\"]}, \"metrics\": {\"strategies_processed\": 3, \"successful_generations\": 1, \"consolidation_success_rate\": \"100%\", \"processing_time_seconds\": 1}}, \"selected_route\": \"upsell_path\", \"primary_strategy_type\": \"upsell\", \"execution_ready\": true, \"consolidation_timestamp\": \"2025-07-17T10:38:35.891532\"}\n",
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"ai_response": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\",\n \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\",\n \"client_id\": \"123\",\n \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"execution_metrics\": {\n \"total_execution_time\": \"25 seconds\",\n \"tasks_completed\": 12,\n \"tasks_successful\": 12,\n \"success_rate\": 100.0,\n \"data_quality_score\": 0.92,\n \"ai_confidence_average\": 0.88\n },\n \"route_taken\": \"upsell_path\",\n \"route_performance\": {\n \"avg_success_rate\": 0.68,\n \"avg_response_time\": \"4.2 hours\"\n },\n \"response_metrics\": {\n \"response_received\": false,\n \"response_positive\": false,\n \"engagement_score\": 0.0,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.21,\n \"time_to_response\": \"No response\",\n \"interaction_depth\": \"none\",\n \"sentiment_score\": 0.5\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b90\",\n \"retention_probability_improvement\": \"+0%\",\n \"engagement_score_improvement\": \"+0%\",\n \"cross_sell_opportunities_identified\": 0,\n \"client_satisfaction_impact\": \"+0%\"\n },\n \"success_indicators\": {\n \"data_collection\": \"SUCCESS\",\n \"risk_assessment\": \"SUCCESS\",\n \"recommendations\": \"SUCCESS\",\n \"notifications\": \"SUCCESS\",\n \"communication\": \"SUCCESS\",\n \"tracking\": \"SUCCESS\"\n },\n \"next_actions\": {\n \"follow_up_required\": false,\n \"escalation_needed\": true,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"schedule_call\"\n },\n \"improvement_recommendations\": [\n \"Enhance engagement strategies to improve response rates\",\n \"Increase follow-up frequency for unresolved cases\",\n \"Utilize targeted messaging based on client behavior\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.85\n}\n```",
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"agent_type": "analyst",
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"system_message": "You are an expert business intelligence analyst specializing in workflow performance metrics and KPI analysis. \nYour role is to analyze workflow execution data and generate comprehensive performance reports with actionable insights.\n\nFocus on:\n1. Calculate meaningful performance metrics from execution data\n2. Analyze route-specific performance patterns\n3. Assess business impact and ROI\n4. Identify improvement opportunities\n5. Generate data-driven recommendations\n\nAlways provide structured, quantitative analysis with clear metrics and confidence scores.\n"
},
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"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\",\n \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\",\n \"client_id\": \"123\",\n \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"execution_metrics\": {\n \"total_execution_time\": \"25 seconds\",\n \"tasks_completed\": 12,\n \"tasks_successful\": 12,\n \"success_rate\": 100.0,\n \"data_quality_score\": 0.92,\n \"ai_confidence_average\": 0.88\n },\n \"route_taken\": \"upsell_path\",\n \"route_performance\": {\n \"avg_success_rate\": 0.68,\n \"avg_response_time\": \"4.2 hours\"\n },\n \"response_metrics\": {\n \"response_received\": false,\n \"response_positive\": false,\n \"engagement_score\": 0.0,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.21,\n \"time_to_response\": \"No response\",\n \"interaction_depth\": \"none\",\n \"sentiment_score\": 0.5\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b90\",\n \"retention_probability_improvement\": \"+0%\",\n \"engagement_score_improvement\": \"+0%\",\n \"cross_sell_opportunities_identified\": 0,\n \"client_satisfaction_impact\": \"+0%\"\n },\n \"success_indicators\": {\n \"data_collection\": \"SUCCESS\",\n \"risk_assessment\": \"SUCCESS\",\n \"recommendations\": \"SUCCESS\",\n \"notifications\": \"SUCCESS\",\n \"communication\": \"SUCCESS\",\n \"tracking\": \"SUCCESS\"\n },\n \"next_actions\": {\n \"follow_up_required\": false,\n \"escalation_needed\": true,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"schedule_call\"\n },\n \"improvement_recommendations\": [\n \"Enhance engagement strategies to improve response rates\",\n \"Increase follow-up frequency for unresolved cases\",\n \"Utilize targeted messaging based on client behavior\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.85\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"87514feb-64d2-4c14-ad58-e6e6b664b410\\\",\\n \\\"workflow_id\\\": \\\"UNRESOLVED_WORKFLOW_ID\\\",\\n \\\"client_id\\\": \\\"123\\\",\\n \\\"processing_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"execution_metrics\\\": {\\n \\\"total_execution_time\\\": \\\"25 seconds\\\",\\n \\\"tasks_completed\\\": 12,\\n \\\"tasks_successful\\\": 12,\\n \\\"success_rate\\\": 100.0,\\n \\\"data_quality_score\\\": 0.92,\\n \\\"ai_confidence_average\\\": 0.88\\n },\\n \\\"route_taken\\\": \\\"upsell_path\\\",\\n \\\"route_performance\\\": {\\n \\\"avg_success_rate\\\": 0.68,\\n \\\"avg_response_time\\\": \\\"4.2 hours\\\"\\n },\\n \\\"response_metrics\\\": {\\n \\\"response_received\\\": false,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.0,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.21,\\n \\\"time_to_response\\\": \\\"No response\\\",\\n \\\"interaction_depth\\\": \\\"none\\\",\\n \\\"sentiment_score\\\": 0.5\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b90\\\",\\n \\\"retention_probability_improvement\\\": \\\"+0%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+0%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 0,\\n \\\"client_satisfaction_impact\\\": \\\"+0%\\\"\\n },\\n \\\"success_indicators\\\": {\\n \\\"data_collection\\\": \\\"SUCCESS\\\",\\n \\\"risk_assessment\\\": \\\"SUCCESS\\\",\\n \\\"recommendations\\\": \\\"SUCCESS\\\",\\n \\\"notifications\\\": \\\"SUCCESS\\\",\\n \\\"communication\\\": \\\"SUCCESS\\\",\\n \\\"tracking\\\": \\\"SUCCESS\\\"\\n },\\n \\\"next_actions\\\": {\\n \\\"follow_up_required\\\": false,\\n \\\"escalation_needed\\\": true,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"schedule_call\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance engagement strategies to improve response rates\\\",\\n \\\"Increase follow-up frequency for unresolved cases\\\",\\n \\\"Utilize targeted messaging based on client behavior\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.85\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1063, \"completion_tokens\": 541, \"total_tokens\": 1604, \"estimated_cost\": {\"amount\": 0.000484, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
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"duration_seconds": 8.607757,
"end_time": "2025-07-17T10:38:48.711036",
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"start_time": "2025-07-17T10:38:40.103279",
"timestamp": "2025-07-17T10:38:48.711036",
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},
"model": "gpt-4o-mini",
"model_client_id": "gpt4_analytics",
"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\",\n \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\",\n \"client_id\": \"123\",\n \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"execution_metrics\": {\n \"total_execution_time\": \"25 seconds\",\n \"tasks_completed\": 12,\n \"tasks_successful\": 12,\n \"success_rate\": 100.0,\n \"data_quality_score\": 0.92,\n \"ai_confidence_average\": 0.88\n },\n \"route_taken\": \"upsell_path\",\n \"route_performance\": {\n \"avg_success_rate\": 0.68,\n \"avg_response_time\": \"4.2 hours\"\n },\n \"response_metrics\": {\n \"response_received\": false,\n \"response_positive\": false,\n \"engagement_score\": 0.0,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.21,\n \"time_to_response\": \"No response\",\n \"interaction_depth\": \"none\",\n \"sentiment_score\": 0.5\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b90\",\n \"retention_probability_improvement\": \"+0%\",\n \"engagement_score_improvement\": \"+0%\",\n \"cross_sell_opportunities_identified\": 0,\n \"client_satisfaction_impact\": \"+0%\"\n },\n \"success_indicators\": {\n \"data_collection\": \"SUCCESS\",\n \"risk_assessment\": \"SUCCESS\",\n \"recommendations\": \"SUCCESS\",\n \"notifications\": \"SUCCESS\",\n \"communication\": \"SUCCESS\",\n \"tracking\": \"SUCCESS\"\n },\n \"next_actions\": {\n \"follow_up_required\": false,\n \"escalation_needed\": true,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"schedule_call\"\n },\n \"improvement_recommendations\": [\n \"Enhance engagement strategies to improve response rates\",\n \"Increase follow-up frequency for unresolved cases\",\n \"Utilize targeted messaging based on client behavior\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.85\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"87514feb-64d2-4c14-ad58-e6e6b664b410\\\",\\n \\\"workflow_id\\\": \\\"UNRESOLVED_WORKFLOW_ID\\\",\\n \\\"client_id\\\": \\\"123\\\",\\n \\\"processing_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"execution_metrics\\\": {\\n \\\"total_execution_time\\\": \\\"25 seconds\\\",\\n \\\"tasks_completed\\\": 12,\\n \\\"tasks_successful\\\": 12,\\n \\\"success_rate\\\": 100.0,\\n \\\"data_quality_score\\\": 0.92,\\n \\\"ai_confidence_average\\\": 0.88\\n },\\n \\\"route_taken\\\": \\\"upsell_path\\\",\\n \\\"route_performance\\\": {\\n \\\"avg_success_rate\\\": 0.68,\\n \\\"avg_response_time\\\": \\\"4.2 hours\\\"\\n },\\n \\\"response_metrics\\\": {\\n \\\"response_received\\\": false,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.0,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.21,\\n \\\"time_to_response\\\": \\\"No response\\\",\\n \\\"interaction_depth\\\": \\\"none\\\",\\n \\\"sentiment_score\\\": 0.5\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b90\\\",\\n \\\"retention_probability_improvement\\\": \\\"+0%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+0%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 0,\\n \\\"client_satisfaction_impact\\\": \\\"+0%\\\"\\n },\\n \\\"success_indicators\\\": {\\n \\\"data_collection\\\": \\\"SUCCESS\\\",\\n \\\"risk_assessment\\\": \\\"SUCCESS\\\",\\n \\\"recommendations\\\": \\\"SUCCESS\\\",\\n \\\"notifications\\\": \\\"SUCCESS\\\",\\n \\\"communication\\\": \\\"SUCCESS\\\",\\n \\\"tracking\\\": \\\"SUCCESS\\\"\\n },\\n \\\"next_actions\\\": {\\n \\\"follow_up_required\\\": false,\\n \\\"escalation_needed\\\": true,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"schedule_call\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance engagement strategies to improve response rates\\\",\\n \\\"Increase follow-up frequency for unresolved cases\\\",\\n \\\"Utilize targeted messaging based on client behavior\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.85\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1063, \"completion_tokens\": 541, \"total_tokens\": 1604, \"estimated_cost\": {\"amount\": 0.000484, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
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"identify_upsell_opportunities": {
"analysis_timestamp": "2025-07-17T10:38:34.593560",
"client_id": "C001",
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"equity_trading",
"mutual_funds",
"insurance",
"loans"
],
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"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"\\u20b9184938\", \"fee_income_potential\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\"}, \"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",
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"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"\\u20b9184938\", \"fee_income_potential\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\"}, \"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",
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},
{
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}
],
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"investment_insurance",
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"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.36
},
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"success_factors": [
"Demonstrate clear value proposition",
"Address specific client needs",
"Provide trial periods where applicable"
],
"timeline": "3-6 months phased approach"
},
"return_code": 0,
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"cross_sell_probability": "56%",
"estimated_additional_aum": "\u20b9184938",
"fee_income_potential": "\u20b921378 annually"
},
"status": "completed",
"stderr": "",
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"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\": \"N95437\", \"sub_broker_id\": \"123124\", \"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"2025-07-17T10:38:37.374734\", \"status\": \"SENT\", \"tracking_id\": \"TRK445386\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.497293,
"end_time": "2025-07-17T10:38:37.489586",
"message_sent": true,
"start_time": "2025-07-17T10:38:35.992293",
"timestamp": "2025-07-17T10:38:37.489586",
"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": "N95437",
"notification_type": "UPSELL_OPPORTUNITY",
"priority": "MEDIUM",
"recommendations": {
"analysis_timestamp": "2025-07-17T10:38:34.593560",
"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": "56%",
"estimated_additional_aum": "\u20b9184938",
"fee_income_potential": "\u20b921378 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": "123124",
"timestamp": "2025-07-17T10:38:37.374734",
"tracking_id": "TRK445386"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N95437\", \"sub_broker_id\": \"123124\", \"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"2025-07-17T10:38:37.374734\", \"status\": \"SENT\", \"tracking_id\": \"TRK445386\"}, \"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": "phone",
"client_id": "C001",
"communication_id": "COM27962",
"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": "2025-07-17T13:34:37.375147",
"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\": \"COM27962\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"phone\", \"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\": \"2025-07-17T13:34:37.375147\", \"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\": 0.93}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.364018,
"end_time": "2025-07-17T10:38:37.454941",
"message_sent": true,
"start_time": "2025-07-17T10:38:36.090923",
"timestamp": "2025-07-17T10:38:37.454941",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM27962\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"phone\", \"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\": \"2025-07-17T13:34:37.375147\", \"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\": 0.93}\n",
"personalization_score": 0.93,
"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": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
],
"duration_seconds": 0.000887,
"ended_at": "2025-07-17T10:38:33.305663",
"evaluation_details": {
"condition_index": 2,
"matched_condition": {
"condition": "${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\": 0.000887, \"started_at\": \"2025-07-17T10:38:33.304776\", \"ended_at\": \"2025-07-17T10:38:33.305663\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.16993,
"end_time": "2025-07-17T10:38:33.369548",
"message_sent": true,
"start_time": "2025-07-17T10:38:33.199618",
"timestamp": "2025-07-17T10:38:33.369548",
"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\": 0.000887, \"started_at\": \"2025-07-17T10:38:33.304776\", \"ended_at\": \"2025-07-17T10:38:33.305663\"}",
"return_code": 0,
"route_reason": "condition_matched: low_risk_client",
"router_type": "condition",
"selected_route": "upsell_path",
"started_at": "2025-07-17T10:38:33.304776",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"simulate_response_tracking": {
"analysis_timestamp": "2025-07-17T10:38:39.998129",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"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\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T10:38:39.998129\", \"recommendation\": \"Retry with different approach\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.242843,
"end_time": "2025-07-17T10:38:40.069243",
"message_sent": true,
"start_time": "2025-07-17T10:38:38.826400",
"timestamp": "2025-07-17T10:38:40.069243",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"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\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T10:38:39.998129\", \"recommendation\": \"Retry with different approach\"}\n",
"recommendation": "Retry with different approach",
"response_data": {
"campaign_route": "upsell_path",
"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": "2025-07-17T10:38:39.998042",
"response_type": null
},
"response_tracked": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "simulate_response_tracking",
"tracking_metrics": {
"click_through_rate": 0.21,
"email_open_rate": 0.6,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"status": "SUCCESS",
"task_outputs": {
"analyze_client_profile": {
"analysis_timestamp": "2025-07-17T10:38:31.833638",
"behavioral_patterns": [
"Price-sensitive to fees and charges",
"Technology-savvy user",
"Responds well to research-based recommendations"
],
"confidence_score": 0.88,
"engagement_level": {
"rating": "Medium",
"score": 0.66
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:31.833638\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"engagement_level\": {\"score\": 0.66, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\"}, \"confidence_score\": 0.88}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.223024,
"end_time": "2025-07-17T10:38:31.897917",
"message_sent": true,
"start_time": "2025-07-17T10:38:30.674893",
"timestamp": "2025-07-17T10:38:31.897917",
"worker_executed": true,
"workers_notified": true
},
"investment_preferences": {
"investment_horizon": "Short-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:31.833638\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Low\"], \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"engagement_level\": {\"score\": 0.66, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\"}, \"confidence_score\": 0.88}\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": "2025-07-17T10:38:33.100666",
"churn_risk_score": 0.32,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:38:33.100666\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.32, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.68, \"status\": \"At Risk\"}, \"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": 1.231114,
"end_time": "2025-07-17T10:38:33.172773",
"message_sent": true,
"start_time": "2025-07-17T10:38:31.941659",
"timestamp": "2025-07-17T10:38:33.172773",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-08-16",
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:38:33.100666\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.32, \"risk_factors\": [\"Frequent support requests\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.68, \"status\": \"At Risk\"}, \"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": 0.68,
"status": "At Risk"
},
"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": "SB219"
},
"behavioral_data": {
"login_frequency": "daily",
"mobile_app_usage": "low",
"research_report_downloads": 14,
"support_interactions": 4,
"webinar_attendance": 8
},
"client_id": "C001",
"communication_preferences": {
"channel": "phone",
"content_type": "product_offers",
"frequency": "daily"
},
"portfolio": {
"active_loans": 1,
"cash_balance": 48920,
"equity_holdings": 510000,
"insurance_policies": 1,
"mutual_funds": 212500,
"total_aum": 850000
},
"transaction_history": {
"avg_monthly_volume": 145201,
"last_transaction_date": "2025-07-15",
"preferred_segments": [
"equity",
"mutual_funds"
],
"total_trades_ytd": 120,
"trading_frequency": "low"
}
},
"collection_timestamp": "2025-07-17T10:38:30.581411",
"data_quality_score": 0.85,
"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\": \"SB219\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 1, \"active_loans\": 1, \"total_aum\": 850000, \"cash_balance\": 48920}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 145201, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 120}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 4, \"webinar_attendance\": 8, \"research_report_downloads\": 14}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"daily\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:38:30.581411\", \"data_quality_score\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.214185,
"end_time": "2025-07-17T10:38:30.648576",
"message_sent": true,
"start_time": "2025-07-17T10:38:29.434391",
"timestamp": "2025-07-17T10:38:30.648576",
"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\": \"SB219\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 1, \"active_loans\": 1, \"total_aum\": 850000, \"cash_balance\": 48920}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-15\", \"avg_monthly_volume\": 145201, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"low\", \"total_trades_ytd\": 120}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 4, \"webinar_attendance\": 8, \"research_report_downloads\": 14}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"daily\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:38:30.581411\", \"data_quality_score\": 0.85}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "collect_client_data"
},
"consolidate_strategy_results": {
"consolidated_strategies": {
"all_strategies_generated": true,
"consolidation_summary": {
"active_strategy": "upsell_path",
"processing_status": "completed",
"total_strategies": 3
},
"consolidation_timestamp": "2025-07-17T10:38:35.891411",
"engagement_available": false,
"engagement_campaign": null,
"execution_readiness": {
"data_quality_score": 95.0,
"next_steps": [
"Execute campaign notifications",
"Prepare client communications",
"Update client profiles",
"Monitor response tracking"
],
"primary_strategy_available": true,
"ready_for_execution": true,
"route_determined": true
},
"metrics": {
"consolidation_success_rate": "100%",
"processing_time_seconds": 1,
"strategies_processed": 3,
"successful_generations": 1
},
"primary_strategy": {
"analysis_timestamp": "2025-07-17T10:38:34.593560",
"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": "56%",
"estimated_additional_aum": "\u20b9184938",
"fee_income_potential": "\u20b921378 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"
}
},
"priority_level": "MEDIUM",
"retention_available": false,
"retention_strategy": null,
"selected_route": "upsell_path",
"strategy_type": "upsell",
"upsell_available": true,
"upsell_opportunities": {
"analysis_timestamp": "2025-07-17T10:38:34.593560",
"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": "56%",
"estimated_additional_aum": "\u20b9184938",
"fee_income_potential": "\u20b921378 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"
}
}
},
"consolidation_completed": true,
"consolidation_timestamp": "2025-07-17T10:38:35.891532",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:38:35.891411\", \"selected_route\": \"upsell_path\", \"all_strategies_generated\": true, \"consolidation_summary\": {\"total_strategies\": 3, \"active_strategy\": \"upsell_path\", \"processing_status\": \"completed\"}, \"retention_strategy\": null, \"retention_available\": false, \"engagement_campaign\": null, \"engagement_available\": false, \"upsell_opportunities\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"upsell_available\": true, \"primary_strategy\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"strategy_type\": \"upsell\", \"priority_level\": \"MEDIUM\", \"execution_readiness\": {\"ready_for_execution\": true, \"primary_strategy_available\": true, \"route_determined\": true, \"data_quality_score\": 95.0, \"next_steps\": [\"Execute campaign notifications\", \"Prepare client communications\", \"Update client profiles\", \"Monitor response tracking\"]}, \"metrics\": {\"strategies_processed\": 3, \"successful_generations\": 1, \"consolidation_success_rate\": \"100%\", \"processing_time_seconds\": 1}}, \"selected_route\": \"upsell_path\", \"primary_strategy_type\": \"upsell\", \"execution_ready\": true, \"consolidation_timestamp\": \"2025-07-17T10:38:35.891532\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.210343,
"end_time": "2025-07-17T10:38:35.960168",
"message_sent": true,
"start_time": "2025-07-17T10:38:34.749825",
"timestamp": "2025-07-17T10:38:35.960168",
"worker_executed": true,
"workers_notified": true
},
"execution_ready": true,
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:38:35.891411\", \"selected_route\": \"upsell_path\", \"all_strategies_generated\": true, \"consolidation_summary\": {\"total_strategies\": 3, \"active_strategy\": \"upsell_path\", \"processing_status\": \"completed\"}, \"retention_strategy\": null, \"retention_available\": false, \"engagement_campaign\": null, \"engagement_available\": false, \"upsell_opportunities\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"upsell_available\": true, \"primary_strategy\": {\"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\"}]}, \"strategy_type\": \"upsell\", \"priority_level\": \"MEDIUM\", \"execution_readiness\": {\"ready_for_execution\": true, \"primary_strategy_available\": true, \"route_determined\": true, \"data_quality_score\": 95.0, \"next_steps\": [\"Execute campaign notifications\", \"Prepare client communications\", \"Update client profiles\", \"Monitor response tracking\"]}, \"metrics\": {\"strategies_processed\": 3, \"successful_generations\": 1, \"consolidation_success_rate\": \"100%\", \"processing_time_seconds\": 1}}, \"selected_route\": \"upsell_path\", \"primary_strategy_type\": \"upsell\", \"execution_ready\": true, \"consolidation_timestamp\": \"2025-07-17T10:38:35.891532\"}\n",
"primary_strategy_type": "upsell",
"return_code": 0,
"selected_route": "upsell_path",
"status": "completed",
"stderr": "",
"task_id": "consolidate_strategy_results"
},
"generate_performance_metrics": {
"agent_type": "analyst",
"ai_response": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\",\n \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\",\n \"client_id\": \"123\",\n \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"execution_metrics\": {\n \"total_execution_time\": \"25 seconds\",\n \"tasks_completed\": 12,\n \"tasks_successful\": 12,\n \"success_rate\": 100.0,\n \"data_quality_score\": 0.92,\n \"ai_confidence_average\": 0.88\n },\n \"route_taken\": \"upsell_path\",\n \"route_performance\": {\n \"avg_success_rate\": 0.68,\n \"avg_response_time\": \"4.2 hours\"\n },\n \"response_metrics\": {\n \"response_received\": false,\n \"response_positive\": false,\n \"engagement_score\": 0.0,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.21,\n \"time_to_response\": \"No response\",\n \"interaction_depth\": \"none\",\n \"sentiment_score\": 0.5\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b90\",\n \"retention_probability_improvement\": \"+0%\",\n \"engagement_score_improvement\": \"+0%\",\n \"cross_sell_opportunities_identified\": 0,\n \"client_satisfaction_impact\": \"+0%\"\n },\n \"success_indicators\": {\n \"data_collection\": \"SUCCESS\",\n \"risk_assessment\": \"SUCCESS\",\n \"recommendations\": \"SUCCESS\",\n \"notifications\": \"SUCCESS\",\n \"communication\": \"SUCCESS\",\n \"tracking\": \"SUCCESS\"\n },\n \"next_actions\": {\n \"follow_up_required\": false,\n \"escalation_needed\": true,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"schedule_call\"\n },\n \"improvement_recommendations\": [\n \"Enhance engagement strategies to improve response rates\",\n \"Increase follow-up frequency for unresolved cases\",\n \"Utilize targeted messaging based on client behavior\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.85\n}\n```",
"execution_details": {
"actual_result": {
"agent_type": "analyst",
"execution_details": {
"agent_type": "analyst",
"input_length": 3819,
"model": "gpt-4o-mini",
"output_length": 1968,
"provider": "openai",
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"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\",\n \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\",\n \"client_id\": \"123\",\n \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"execution_metrics\": {\n \"total_execution_time\": \"25 seconds\",\n \"tasks_completed\": 12,\n \"tasks_successful\": 12,\n \"success_rate\": 100.0,\n \"data_quality_score\": 0.92,\n \"ai_confidence_average\": 0.88\n },\n \"route_taken\": \"upsell_path\",\n \"route_performance\": {\n \"avg_success_rate\": 0.68,\n \"avg_response_time\": \"4.2 hours\"\n },\n \"response_metrics\": {\n \"response_received\": false,\n \"response_positive\": false,\n \"engagement_score\": 0.0,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.21,\n \"time_to_response\": \"No response\",\n \"interaction_depth\": \"none\",\n \"sentiment_score\": 0.5\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b90\",\n \"retention_probability_improvement\": \"+0%\",\n \"engagement_score_improvement\": \"+0%\",\n \"cross_sell_opportunities_identified\": 0,\n \"client_satisfaction_impact\": \"+0%\"\n },\n \"success_indicators\": {\n \"data_collection\": \"SUCCESS\",\n \"risk_assessment\": \"SUCCESS\",\n \"recommendations\": \"SUCCESS\",\n \"notifications\": \"SUCCESS\",\n \"communication\": \"SUCCESS\",\n \"tracking\": \"SUCCESS\"\n },\n \"next_actions\": {\n \"follow_up_required\": false,\n \"escalation_needed\": true,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"schedule_call\"\n },\n \"improvement_recommendations\": [\n \"Enhance engagement strategies to improve response rates\",\n \"Increase follow-up frequency for unresolved cases\",\n \"Utilize targeted messaging based on client behavior\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.85\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"87514feb-64d2-4c14-ad58-e6e6b664b410\\\",\\n \\\"workflow_id\\\": \\\"UNRESOLVED_WORKFLOW_ID\\\",\\n \\\"client_id\\\": \\\"123\\\",\\n \\\"processing_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"execution_metrics\\\": {\\n \\\"total_execution_time\\\": \\\"25 seconds\\\",\\n \\\"tasks_completed\\\": 12,\\n \\\"tasks_successful\\\": 12,\\n \\\"success_rate\\\": 100.0,\\n \\\"data_quality_score\\\": 0.92,\\n \\\"ai_confidence_average\\\": 0.88\\n },\\n \\\"route_taken\\\": \\\"upsell_path\\\",\\n \\\"route_performance\\\": {\\n \\\"avg_success_rate\\\": 0.68,\\n \\\"avg_response_time\\\": \\\"4.2 hours\\\"\\n },\\n \\\"response_metrics\\\": {\\n \\\"response_received\\\": false,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.0,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.21,\\n \\\"time_to_response\\\": \\\"No response\\\",\\n \\\"interaction_depth\\\": \\\"none\\\",\\n \\\"sentiment_score\\\": 0.5\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b90\\\",\\n \\\"retention_probability_improvement\\\": \\\"+0%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+0%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 0,\\n \\\"client_satisfaction_impact\\\": \\\"+0%\\\"\\n },\\n \\\"success_indicators\\\": {\\n \\\"data_collection\\\": \\\"SUCCESS\\\",\\n \\\"risk_assessment\\\": \\\"SUCCESS\\\",\\n \\\"recommendations\\\": \\\"SUCCESS\\\",\\n \\\"notifications\\\": \\\"SUCCESS\\\",\\n \\\"communication\\\": \\\"SUCCESS\\\",\\n \\\"tracking\\\": \\\"SUCCESS\\\"\\n },\\n \\\"next_actions\\\": {\\n \\\"follow_up_required\\\": false,\\n \\\"escalation_needed\\\": true,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"schedule_call\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance engagement strategies to improve response rates\\\",\\n \\\"Increase follow-up frequency for unresolved cases\\\",\\n \\\"Utilize targeted messaging based on client behavior\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.85\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1063, \"completion_tokens\": 541, \"total_tokens\": 1604, \"estimated_cost\": {\"amount\": 0.000484, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
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"end_time": "2025-07-17T10:38:48.711036",
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},
"model": "gpt-4o-mini",
"model_client_id": "gpt4_analytics",
"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\",\n \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\",\n \"client_id\": \"123\",\n \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"execution_metrics\": {\n \"total_execution_time\": \"25 seconds\",\n \"tasks_completed\": 12,\n \"tasks_successful\": 12,\n \"success_rate\": 100.0,\n \"data_quality_score\": 0.92,\n \"ai_confidence_average\": 0.88\n },\n \"route_taken\": \"upsell_path\",\n \"route_performance\": {\n \"avg_success_rate\": 0.68,\n \"avg_response_time\": \"4.2 hours\"\n },\n \"response_metrics\": {\n \"response_received\": false,\n \"response_positive\": false,\n \"engagement_score\": 0.0,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.21,\n \"time_to_response\": \"No response\",\n \"interaction_depth\": \"none\",\n \"sentiment_score\": 0.5\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b90\",\n \"retention_probability_improvement\": \"+0%\",\n \"engagement_score_improvement\": \"+0%\",\n \"cross_sell_opportunities_identified\": 0,\n \"client_satisfaction_impact\": \"+0%\"\n },\n \"success_indicators\": {\n \"data_collection\": \"SUCCESS\",\n \"risk_assessment\": \"SUCCESS\",\n \"recommendations\": \"SUCCESS\",\n \"notifications\": \"SUCCESS\",\n \"communication\": \"SUCCESS\",\n \"tracking\": \"SUCCESS\"\n },\n \"next_actions\": {\n \"follow_up_required\": false,\n \"escalation_needed\": true,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"schedule_call\"\n },\n \"improvement_recommendations\": [\n \"Enhance engagement strategies to improve response rates\",\n \"Increase follow-up frequency for unresolved cases\",\n \"Utilize targeted messaging based on client behavior\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.85\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"87514feb-64d2-4c14-ad58-e6e6b664b410\\\",\\n \\\"workflow_id\\\": \\\"UNRESOLVED_WORKFLOW_ID\\\",\\n \\\"client_id\\\": \\\"123\\\",\\n \\\"processing_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"execution_metrics\\\": {\\n \\\"total_execution_time\\\": \\\"25 seconds\\\",\\n \\\"tasks_completed\\\": 12,\\n \\\"tasks_successful\\\": 12,\\n \\\"success_rate\\\": 100.0,\\n \\\"data_quality_score\\\": 0.92,\\n \\\"ai_confidence_average\\\": 0.88\\n },\\n \\\"route_taken\\\": \\\"upsell_path\\\",\\n \\\"route_performance\\\": {\\n \\\"avg_success_rate\\\": 0.68,\\n \\\"avg_response_time\\\": \\\"4.2 hours\\\"\\n },\\n \\\"response_metrics\\\": {\\n \\\"response_received\\\": false,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.0,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.21,\\n \\\"time_to_response\\\": \\\"No response\\\",\\n \\\"interaction_depth\\\": \\\"none\\\",\\n \\\"sentiment_score\\\": 0.5\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b90\\\",\\n \\\"retention_probability_improvement\\\": \\\"+0%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+0%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 0,\\n \\\"client_satisfaction_impact\\\": \\\"+0%\\\"\\n },\\n \\\"success_indicators\\\": {\\n \\\"data_collection\\\": \\\"SUCCESS\\\",\\n \\\"risk_assessment\\\": \\\"SUCCESS\\\",\\n \\\"recommendations\\\": \\\"SUCCESS\\\",\\n \\\"notifications\\\": \\\"SUCCESS\\\",\\n \\\"communication\\\": \\\"SUCCESS\\\",\\n \\\"tracking\\\": \\\"SUCCESS\\\"\\n },\\n \\\"next_actions\\\": {\\n \\\"follow_up_required\\\": false,\\n \\\"escalation_needed\\\": true,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"schedule_call\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance engagement strategies to improve response rates\\\",\\n \\\"Increase follow-up frequency for unresolved cases\\\",\\n \\\"Utilize targeted messaging based on client behavior\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.85\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1063, \"completion_tokens\": 541, \"total_tokens\": 1604, \"estimated_cost\": {\"amount\": 0.000484, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
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},
"identify_upsell_opportunities": {
"analysis_timestamp": "2025-07-17T10:38:34.593560",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance",
"loans"
],
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"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"\\u20b9184938\", \"fee_income_potential\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\"}, \"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",
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"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"\\u20b9184938\", \"fee_income_potential\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\"}, \"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",
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},
{
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}
],
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"investment_insurance",
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"savings_accounts",
"demat_services",
"research_advisory"
],
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},
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"Provide trial periods where applicable"
],
"timeline": "3-6 months phased approach"
},
"return_code": 0,
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"cross_sell_probability": "56%",
"estimated_additional_aum": "\u20b9184938",
"fee_income_potential": "\u20b921378 annually"
},
"status": "completed",
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"future": [
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
},
{
"priority": "LOW",
"product": "equity_trading",
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},
{
"priority": "LOW",
"product": "loans",
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},
{
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],
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},
{
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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"
}
},
"notify_sub_broker": {
"delivery_status": "SUCCESS",
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"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N95437\", \"sub_broker_id\": \"123124\", \"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"2025-07-17T10:38:37.374734\", \"status\": \"SENT\", \"tracking_id\": \"TRK445386\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
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{
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"immediate": [
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}
]
},
"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": "123124",
"timestamp": "2025-07-17T10:38:37.374734",
"tracking_id": "TRK445386"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N95437\", \"sub_broker_id\": \"123124\", \"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\": \"\\u20b921378 annually\", \"cross_sell_probability\": \"56%\", \"estimated_additional_aum\": \"\\u20b9184938\"}, \"analysis_timestamp\": \"2025-07-17T10:38:34.593560\", \"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\": \"2025-07-17T10:38:37.374734\", \"status\": \"SENT\", \"tracking_id\": \"TRK445386\"}, \"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": "phone",
"client_id": "C001",
"communication_id": "COM27962",
"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": "2025-07-17T13:34:37.375147",
"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\": \"COM27962\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"phone\", \"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\": \"2025-07-17T13:34:37.375147\", \"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\": 0.93}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.364018,
"end_time": "2025-07-17T10:38:37.454941",
"message_sent": true,
"start_time": "2025-07-17T10:38:36.090923",
"timestamp": "2025-07-17T10:38:37.454941",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM27962\", \"client_id\": \"C001\", \"message_type\": \"PRODUCT_RECOMMENDATION\", \"channel\": \"phone\", \"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\": \"2025-07-17T13:34:37.375147\", \"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\": 0.93}\n",
"personalization_score": 0.93,
"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": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
],
"duration_seconds": 0.000887,
"ended_at": "2025-07-17T10:38:33.305663",
"evaluation_details": {
"condition_index": 2,
"matched_condition": {
"condition": "${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\": 0.000887, \"started_at\": \"2025-07-17T10:38:33.304776\", \"ended_at\": \"2025-07-17T10:38:33.305663\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.16993,
"end_time": "2025-07-17T10:38:33.369548",
"message_sent": true,
"start_time": "2025-07-17T10:38:33.199618",
"timestamp": "2025-07-17T10:38:33.369548",
"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\": 0.000887, \"started_at\": \"2025-07-17T10:38:33.304776\", \"ended_at\": \"2025-07-17T10:38:33.305663\"}",
"return_code": 0,
"route_reason": "condition_matched: low_risk_client",
"router_type": "condition",
"selected_route": "upsell_path",
"started_at": "2025-07-17T10:38:33.304776",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"simulate_response_tracking": {
"analysis_timestamp": "2025-07-17T10:38:39.998129",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"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\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T10:38:39.998129\", \"recommendation\": \"Retry with different approach\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.242843,
"end_time": "2025-07-17T10:38:40.069243",
"message_sent": true,
"start_time": "2025-07-17T10:38:38.826400",
"timestamp": "2025-07-17T10:38:40.069243",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": false, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"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\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}, \"analysis_timestamp\": \"2025-07-17T10:38:39.998129\", \"recommendation\": \"Retry with different approach\"}\n",
"recommendation": "Retry with different approach",
"response_data": {
"campaign_route": "upsell_path",
"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": "2025-07-17T10:38:39.998042",
"response_type": null
},
"response_tracked": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "simulate_response_tracking",
"tracking_metrics": {
"click_through_rate": 0.21,
"email_open_rate": 0.6,
"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\": \"2025-07-17T10:38:38.649055\", \"risk_level\": \"LOW\", \"risk_score\": 0.32, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.66, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:38:38.649109\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.88, \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:38:38.649133\", \"success_probability\": \"90%\"}}, \"update_timestamp\": \"2025-07-17T10:38:38.649167\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 2.527419,
"end_time": "2025-07-17T10:38:38.727804",
"message_sent": true,
"start_time": "2025-07-17T10:38:36.200385",
"timestamp": "2025-07-17T10:38:38.727804",
"worker_executed": true,
"workers_notified": true
},
"fields_updated": 12,
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T10:38:38.649055\", \"risk_level\": \"LOW\", \"risk_score\": 0.32, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.66, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:38:38.649109\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.88, \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:38:38.649133\", \"success_probability\": \"90%\"}}, \"update_timestamp\": \"2025-07-17T10:38:38.649167\", \"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": "2025-07-17T10:38:38.649133",
"last_action": "upsell_path",
"success_probability": "90%"
},
"ai_insights": {
"behavioral_patterns": [
"Price-sensitive to fees and charges",
"Technology-savvy user",
"Responds well to research-based recommendations"
],
"confidence_score": 0.88,
"investment_preferences": {
"investment_horizon": "Short-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
}
},
"analysis_version": "1.0",
"client_id": "123",
"engagement_score": 0.66,
"last_analysis_date": "2025-07-17T10:38:38.649055",
"next_review_date": "2025-08-16T10:38:38.649109",
"recommended_actions": "upsell_path",
"risk_level": "LOW",
"risk_score": 0.32,
"segment": "MF_INVESTOR",
"tags": [
"risk_low",
"segment_mf_investor",
"engagement_medium"
]
},
"update_timestamp": "2025-07-17T10:38:38.649167"
},
"update_learning_model": {
"algorithm_updates": {
"model_performance": {
"f1_score": "85.3%",
"overall_accuracy": "89.0%",
"precision": "86.9%",
"recall": "84.9%"
},
"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\": \"upsell_path\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"response_time_minutes\": null}, \"success_metrics\": {\"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\", \"execution_metrics\": {\"total_execution_time\": \"25 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.92, \"ai_confidence_average\": 0.88}, \"route_taken\": \"upsell_path\", \"route_performance\": {\"avg_success_rate\": 0.68, \"avg_response_time\": \"4.2 hours\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0.0, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b90\", \"retention_probability_improvement\": \"+0%\", \"engagement_score_improvement\": \"+0%\", \"cross_sell_opportunities_identified\": 0, \"client_satisfaction_impact\": \"+0%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": true, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"schedule_call\"}, \"improvement_recommendations\": [\"Enhance engagement strategies to improve response rates\", \"Increase follow-up frequency for unresolved cases\", \"Utilize targeted messaging based on client behavior\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.66, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:38:49.976820\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 25% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to advisory content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+0.8%\", \"recommendation_engine\": \"+2.3%\", \"response_prediction\": \"+3.2%\"}, \"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\": \"89.0%\", \"precision\": \"86.9%\", \"recall\": \"84.9%\", \"f1_score\": \"85.3%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:38:49.976971\", \"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\": \"2025-07-17T10:38:49.976990\", \"learning_confidence\": 0.91}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.209834,
"end_time": "2025-07-17T10:38:50.052226",
"message_sent": true,
"start_time": "2025-07-17T10:38:48.842392",
"timestamp": "2025-07-17T10:38:50.052226",
"worker_executed": true,
"workers_notified": true
},
"learning_completed": true,
"learning_confidence": 0.91,
"learning_data": {
"actions_taken": "upsell_path",
"client_characteristics": {
"age": 45,
"aum": 850000,
"engagement_level": "{\u0027score\u0027: 0.66, \u0027rating\u0027: \u0027Medium\u0027}",
"risk_profile": "MODERATE"
},
"client_segment": "MF_INVESTOR",
"learning_timestamp": "2025-07-17T10:38:49.976820",
"response_outcome": {
"campaign_route": "upsell_path",
"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": "2025-07-17T10:38:39.998042",
"response_type": null
},
"risk_level": "LOW",
"success_metrics": {
"business_impact": {
"client_satisfaction_impact": "+0%",
"cross_sell_opportunities_identified": 0,
"engagement_score_improvement": "+0%",
"estimated_revenue_impact": "\u20b90",
"retention_probability_improvement": "+0%"
},
"client_id": "123",
"execution_id": "87514feb-64d2-4c14-ad58-e6e6b664b410",
"execution_metrics": {
"ai_confidence_average": 0.88,
"data_quality_score": 0.92,
"success_rate": 100.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "25 seconds"
},
"improvement_recommendations": [
"Enhance engagement strategies to improve response rates",
"Increase follow-up frequency for unresolved cases",
"Utilize targeted messaging based on client behavior"
],
"next_actions": {
"escalation_needed": true,
"follow_up_required": false,
"next_review_date": "2025-02-15",
"recommended_action": "schedule_call"
},
"processing_timestamp": "2025-01-15T10:30:00.000Z",
"response_metrics": {
"engagement_score": 0.0,
"response_positive": false,
"response_received": false,
"tracking_quality": {
"click_through_rate": 0.21,
"email_open_rate": 0.6,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"route_performance": {
"avg_response_time": "4.2 hours",
"avg_success_rate": 0.68
},
"route_taken": "upsell_path",
"success_indicators": {
"communication": "SUCCESS",
"data_collection": "SUCCESS",
"notifications": "SUCCESS",
"recommendations": "SUCCESS",
"risk_assessment": "SUCCESS",
"tracking": "SUCCESS"
},
"workflow_id": "UNRESOLVED_WORKFLOW_ID"
}
},
"learning_timestamp": "2025-07-17T10:38:49.976990",
"model_insights": {
"accuracy_improvements": {
"recommendation_engine": "+2.3%",
"response_prediction": "+3.2%",
"risk_assessment_model": "+2.9%",
"segmentation_model": "+0.8%"
},
"patterns_identified": [
"High AUM clients (850000+) show 25% better response to retention offers",
"Clients in Mumbai prefer phone communication",
"MODERATE risk profile clients respond best to advisory 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": "2025-07-24T10:38:49.976971"
},
"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\": \"upsell_path\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"response_time_minutes\": null}, \"success_metrics\": {\"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\", \"execution_metrics\": {\"total_execution_time\": \"25 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.92, \"ai_confidence_average\": 0.88}, \"route_taken\": \"upsell_path\", \"route_performance\": {\"avg_success_rate\": 0.68, \"avg_response_time\": \"4.2 hours\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0.0, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b90\", \"retention_probability_improvement\": \"+0%\", \"engagement_score_improvement\": \"+0%\", \"cross_sell_opportunities_identified\": 0, \"client_satisfaction_impact\": \"+0%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": true, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"schedule_call\"}, \"improvement_recommendations\": [\"Enhance engagement strategies to improve response rates\", \"Increase follow-up frequency for unresolved cases\", \"Utilize targeted messaging based on client behavior\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.66, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:38:49.976820\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 25% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to advisory content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+0.8%\", \"recommendation_engine\": \"+2.3%\", \"response_prediction\": \"+3.2%\"}, \"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\": \"89.0%\", \"precision\": \"86.9%\", \"recall\": \"84.9%\", \"f1_score\": \"85.3%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:38:49.976971\", \"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\": \"2025-07-17T10:38:49.976990\", \"learning_confidence\": 0.91}\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\": \"2025-07-17T10:38:38.649055\", \"risk_level\": \"LOW\", \"risk_score\": 0.32, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.66, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:38:38.649109\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.88, \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:38:38.649133\", \"success_probability\": \"90%\"}}, \"update_timestamp\": \"2025-07-17T10:38:38.649167\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 2.527419,
"end_time": "2025-07-17T10:38:38.727804",
"message_sent": true,
"start_time": "2025-07-17T10:38:36.200385",
"timestamp": "2025-07-17T10:38:38.727804",
"worker_executed": true,
"workers_notified": true
},
"fields_updated": 12,
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T10:38:38.649055\", \"risk_level\": \"LOW\", \"risk_score\": 0.32, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.66, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:38:38.649109\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.88, \"behavioral_patterns\": [\"Price-sensitive to fees and charges\", \"Technology-savvy user\", \"Responds well to research-based recommendations\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Short-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:38:38.649133\", \"success_probability\": \"90%\"}}, \"update_timestamp\": \"2025-07-17T10:38:38.649167\", \"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": "2025-07-17T10:38:38.649133",
"last_action": "upsell_path",
"success_probability": "90%"
},
"ai_insights": {
"behavioral_patterns": [
"Price-sensitive to fees and charges",
"Technology-savvy user",
"Responds well to research-based recommendations"
],
"confidence_score": 0.88,
"investment_preferences": {
"investment_horizon": "Short-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
}
},
"analysis_version": "1.0",
"client_id": "123",
"engagement_score": 0.66,
"last_analysis_date": "2025-07-17T10:38:38.649055",
"next_review_date": "2025-08-16T10:38:38.649109",
"recommended_actions": "upsell_path",
"risk_level": "LOW",
"risk_score": 0.32,
"segment": "MF_INVESTOR",
"tags": [
"risk_low",
"segment_mf_investor",
"engagement_medium"
]
},
"update_timestamp": "2025-07-17T10:38:38.649167"
},
"update_learning_model": {
"algorithm_updates": {
"model_performance": {
"f1_score": "85.3%",
"overall_accuracy": "89.0%",
"precision": "86.9%",
"recall": "84.9%"
},
"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\": \"upsell_path\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"response_time_minutes\": null}, \"success_metrics\": {\"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\", \"execution_metrics\": {\"total_execution_time\": \"25 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.92, \"ai_confidence_average\": 0.88}, \"route_taken\": \"upsell_path\", \"route_performance\": {\"avg_success_rate\": 0.68, \"avg_response_time\": \"4.2 hours\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0.0, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b90\", \"retention_probability_improvement\": \"+0%\", \"engagement_score_improvement\": \"+0%\", \"cross_sell_opportunities_identified\": 0, \"client_satisfaction_impact\": \"+0%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": true, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"schedule_call\"}, \"improvement_recommendations\": [\"Enhance engagement strategies to improve response rates\", \"Increase follow-up frequency for unresolved cases\", \"Utilize targeted messaging based on client behavior\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.66, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:38:49.976820\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 25% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to advisory content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+0.8%\", \"recommendation_engine\": \"+2.3%\", \"response_prediction\": \"+3.2%\"}, \"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\": \"89.0%\", \"precision\": \"86.9%\", \"recall\": \"84.9%\", \"f1_score\": \"85.3%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:38:49.976971\", \"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\": \"2025-07-17T10:38:49.976990\", \"learning_confidence\": 0.91}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.209834,
"end_time": "2025-07-17T10:38:50.052226",
"message_sent": true,
"start_time": "2025-07-17T10:38:48.842392",
"timestamp": "2025-07-17T10:38:50.052226",
"worker_executed": true,
"workers_notified": true
},
"learning_completed": true,
"learning_confidence": 0.91,
"learning_data": {
"actions_taken": "upsell_path",
"client_characteristics": {
"age": 45,
"aum": 850000,
"engagement_level": "{\u0027score\u0027: 0.66, \u0027rating\u0027: \u0027Medium\u0027}",
"risk_profile": "MODERATE"
},
"client_segment": "MF_INVESTOR",
"learning_timestamp": "2025-07-17T10:38:49.976820",
"response_outcome": {
"campaign_route": "upsell_path",
"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": "2025-07-17T10:38:39.998042",
"response_type": null
},
"risk_level": "LOW",
"success_metrics": {
"business_impact": {
"client_satisfaction_impact": "+0%",
"cross_sell_opportunities_identified": 0,
"engagement_score_improvement": "+0%",
"estimated_revenue_impact": "\u20b90",
"retention_probability_improvement": "+0%"
},
"client_id": "123",
"execution_id": "87514feb-64d2-4c14-ad58-e6e6b664b410",
"execution_metrics": {
"ai_confidence_average": 0.88,
"data_quality_score": 0.92,
"success_rate": 100.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "25 seconds"
},
"improvement_recommendations": [
"Enhance engagement strategies to improve response rates",
"Increase follow-up frequency for unresolved cases",
"Utilize targeted messaging based on client behavior"
],
"next_actions": {
"escalation_needed": true,
"follow_up_required": false,
"next_review_date": "2025-02-15",
"recommended_action": "schedule_call"
},
"processing_timestamp": "2025-01-15T10:30:00.000Z",
"response_metrics": {
"engagement_score": 0.0,
"response_positive": false,
"response_received": false,
"tracking_quality": {
"click_through_rate": 0.21,
"email_open_rate": 0.6,
"interaction_depth": "none",
"sentiment_score": 0.5,
"time_to_response": "No response"
}
},
"route_performance": {
"avg_response_time": "4.2 hours",
"avg_success_rate": 0.68
},
"route_taken": "upsell_path",
"success_indicators": {
"communication": "SUCCESS",
"data_collection": "SUCCESS",
"notifications": "SUCCESS",
"recommendations": "SUCCESS",
"risk_assessment": "SUCCESS",
"tracking": "SUCCESS"
},
"workflow_id": "UNRESOLVED_WORKFLOW_ID"
}
},
"learning_timestamp": "2025-07-17T10:38:49.976990",
"model_insights": {
"accuracy_improvements": {
"recommendation_engine": "+2.3%",
"response_prediction": "+3.2%",
"risk_assessment_model": "+2.9%",
"segmentation_model": "+0.8%"
},
"patterns_identified": [
"High AUM clients (850000+) show 25% better response to retention offers",
"Clients in Mumbai prefer phone communication",
"MODERATE risk profile clients respond best to advisory 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": "2025-07-24T10:38:49.976971"
},
"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\": \"upsell_path\", \"engagement_score\": 0, \"response_channel\": null, \"follow_up_required\": false, \"response_timestamp\": \"2025-07-17T10:38:39.998042\", \"response_time_minutes\": null}, \"success_metrics\": {\"execution_id\": \"87514feb-64d2-4c14-ad58-e6e6b664b410\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"client_id\": \"123\", \"processing_timestamp\": \"2025-01-15T10:30:00.000Z\", \"execution_metrics\": {\"total_execution_time\": \"25 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"success_rate\": 100.0, \"data_quality_score\": 0.92, \"ai_confidence_average\": 0.88}, \"route_taken\": \"upsell_path\", \"route_performance\": {\"avg_success_rate\": 0.68, \"avg_response_time\": \"4.2 hours\"}, \"response_metrics\": {\"response_received\": false, \"response_positive\": false, \"engagement_score\": 0.0, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.21, \"time_to_response\": \"No response\", \"interaction_depth\": \"none\", \"sentiment_score\": 0.5}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b90\", \"retention_probability_improvement\": \"+0%\", \"engagement_score_improvement\": \"+0%\", \"cross_sell_opportunities_identified\": 0, \"client_satisfaction_impact\": \"+0%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": false, \"escalation_needed\": true, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"schedule_call\"}, \"improvement_recommendations\": [\"Enhance engagement strategies to improve response rates\", \"Increase follow-up frequency for unresolved cases\", \"Utilize targeted messaging based on client behavior\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.66, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:38:49.976820\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 25% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to advisory content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+0.8%\", \"recommendation_engine\": \"+2.3%\", \"response_prediction\": \"+3.2%\"}, \"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\": \"89.0%\", \"precision\": \"86.9%\", \"recall\": \"84.9%\", \"f1_score\": \"85.3%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:38:49.976971\", \"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\": \"2025-07-17T10:38:49.976990\", \"learning_confidence\": 0.91}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "update_learning_model"
}
}