Complete Execution Output (JSON):
{
"analyze_portfolio": {
"error": "Python script failed with return code 1: File \"/tmp/tmpooj3nacw.py\", line 19\n return\n ^^^^^^\nSyntaxError: \u0027return\u0027 outside function\n",
"execution_details": {
"failed": true,
"message_sent": true,
"worker_executed": true,
"workers_notified": true
},
"output": "Task failed: Python script failed with return code 1: File \"/tmp/tmpooj3nacw.py\", line 19\n return\n ^^^^^^\nSyntaxError: \u0027return\u0027 outside function\n",
"status": "FAILED",
"task_id": "analyze_portfolio"
},
"assess_relationship_risk": {
"assessment_completed": true,
"compliance_note": "All strategies are service-related, no investment advice",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_completed\": true, \"risk_assessment\": {\"overall_risk_score\": 0.45, \"risk_level\": \"MEDIUM\", \"risk_description\": \"Monitor closely\", \"risk_factors\": [\"No trading activity in 30+ days\", \"Significant decrease in trading frequency\"], \"detailed_scores\": {\"trading_inactivity\": 0.8833333333333333, \"login_inactivity\": 0.1, \"pattern_change\": 0.7, \"fund_movement\": 0.1}}, \"retention_strategies\": [\"Send personalized market insights\", \"Invite to webinar\", \"Share new platform features\", \"Quarterly review call\"], \"next_review_date\": \"2025-07-31\", \"compliance_note\": \"All strategies are service-related, no investment advice\", \"timestamp\": \"2025-07-17T09:38:54.834944\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.259276,
"end_time": "2025-07-17T09:38:54.894705",
"message_sent": true,
"start_time": "2025-07-17T09:38:53.635429",
"timestamp": "2025-07-17T09:38:54.894705",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-07-31",
"output": "__OUTPUTS__ {\"assessment_completed\": true, \"risk_assessment\": {\"overall_risk_score\": 0.45, \"risk_level\": \"MEDIUM\", \"risk_description\": \"Monitor closely\", \"risk_factors\": [\"No trading activity in 30+ days\", \"Significant decrease in trading frequency\"], \"detailed_scores\": {\"trading_inactivity\": 0.8833333333333333, \"login_inactivity\": 0.1, \"pattern_change\": 0.7, \"fund_movement\": 0.1}}, \"retention_strategies\": [\"Send personalized market insights\", \"Invite to webinar\", \"Share new platform features\", \"Quarterly review call\"], \"next_review_date\": \"2025-07-31\", \"compliance_note\": \"All strategies are service-related, no investment advice\", \"timestamp\": \"2025-07-17T09:38:54.834944\"}\n",
"retention_strategies": [
"Send personalized market insights",
"Invite to webinar",
"Share new platform features",
"Quarterly review call"
],
"return_code": 0,
"risk_assessment": {
"detailed_scores": {
"fund_movement": 0.1,
"login_inactivity": 0.1,
"pattern_change": 0.7,
"trading_inactivity": 0.8833333333333333
},
"overall_risk_score": 0.45,
"risk_description": "Monitor closely",
"risk_factors": [
"No trading activity in 30+ days",
"Significant decrease in trading frequency"
],
"risk_level": "MEDIUM"
},
"status": "completed",
"stderr": "",
"task_id": "assess_relationship_risk",
"timestamp": "2025-07-17T09:38:54.834944"
},
"collect_customer_data": {
"collection_timestamp": "2025-07-17T09:35:52.587574",
"compliance_data": {
"access_reason": "relationship_management",
"access_timestamp": "2025-07-17T09:35:52.587552",
"authorized_by": "123",
"data_access_logged": true,
"pii_masked": true
},
"customer_data": {
"account_details": {
"account_id": "ACC1234",
"account_subtype": "PRO",
"account_type": "TRADING",
"derivatives_enabled": false,
"last_activity_date": "2025-07-03",
"margin_enabled": true,
"margin_limit": 1500000.0,
"margin_utilized": 900000.0
},
"behavioral_metrics": {
"days_since_last_trade": 53,
"funds_withdrawn_30d": 20632,
"login_count_30d": 58,
"login_count_7d": 12,
"research_reports_viewed_30d": 9,
"trade_frequency_change_percent": -42.8631341916444,
"trades_count_30d": 10,
"trades_count_90d": 50
},
"customer_master": {
"acquisition_date": "2020-03-15",
"city": "Bangalore",
"customer_id": "1234",
"customer_segment": "SILVER",
"customer_status": "ACTIVE",
"customer_type": "RETAIL",
"first_name": "Customer",
"kyc_status": "VERIFIED",
"last_name": "1234",
"pan_number": "XXXXX5333X",
"risk_profile": "MODERATE",
"rm_employee_id": "123"
},
"portfolio_holdings": {
"holding_period_avg_days": 104,
"portfolio_value": 3000000,
"sector_concentration": {
"Auto": 0.08474843105226051,
"Banking": 0.2141216130036061,
"IT": 0.33266540205453976,
"Others": 0.1904432010385182,
"Pharma": 0.11620655223663921
},
"top_holding_concentration": 0.4633880796504166,
"total_holdings": 10,
"unrealized_pnl": -330586
},
"product_subscriptions": [
{
"product_code": "EQUITY_TRADING",
"product_name": "Equity Trading",
"subscription_status": "ACTIVE"
}
]
},
"data_quality_score": 0.95,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"status\": \"success\", \"customer_data\": {\"customer_master\": {\"customer_id\": \"1234\", \"pan_number\": \"XXXXX5333X\", \"first_name\": \"Customer\", \"last_name\": \"1234\", \"customer_segment\": \"SILVER\", \"customer_type\": \"RETAIL\", \"acquisition_date\": \"2020-03-15\", \"rm_employee_id\": \"123\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"city\": \"Bangalore\", \"customer_status\": \"ACTIVE\"}, \"account_details\": {\"account_id\": \"ACC1234\", \"account_type\": \"TRADING\", \"account_subtype\": \"PRO\", \"margin_enabled\": true, \"margin_limit\": 1500000.0, \"margin_utilized\": 900000.0, \"derivatives_enabled\": false, \"last_activity_date\": \"2025-07-03\"}, \"portfolio_holdings\": {\"total_holdings\": 10, \"portfolio_value\": 3000000, \"top_holding_concentration\": 0.4633880796504166, \"sector_concentration\": {\"IT\": 0.33266540205453976, \"Banking\": 0.2141216130036061, \"Pharma\": 0.11620655223663921, \"Auto\": 0.08474843105226051, \"Others\": 0.1904432010385182}, \"unrealized_pnl\": -330586, \"holding_period_avg_days\": 104}, \"behavioral_metrics\": {\"trades_count_30d\": 10, \"trades_count_90d\": 50, \"login_count_7d\": 12, \"login_count_30d\": 58, \"days_since_last_trade\": 53, \"trade_frequency_change_percent\": -42.8631341916444, \"funds_withdrawn_30d\": 20632, \"research_reports_viewed_30d\": 9}, \"product_subscriptions\": [{\"product_code\": \"EQUITY_TRADING\", \"product_name\": \"Equity Trading\", \"subscription_status\": \"ACTIVE\"}]}, \"compliance_data\": {\"data_access_logged\": true, \"pii_masked\": true, \"access_reason\": \"relationship_management\", \"access_timestamp\": \"2025-07-17T09:35:52.587552\", \"authorized_by\": \"123\"}, \"data_quality_score\": 0.95, \"collection_timestamp\": \"2025-07-17T09:35:52.587574\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.200534,
"end_time": "2025-07-17T09:35:52.654504",
"message_sent": true,
"start_time": "2025-07-17T09:35:51.453970",
"timestamp": "2025-07-17T09:35:52.654504",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"status\": \"success\", \"customer_data\": {\"customer_master\": {\"customer_id\": \"1234\", \"pan_number\": \"XXXXX5333X\", \"first_name\": \"Customer\", \"last_name\": \"1234\", \"customer_segment\": \"SILVER\", \"customer_type\": \"RETAIL\", \"acquisition_date\": \"2020-03-15\", \"rm_employee_id\": \"123\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"city\": \"Bangalore\", \"customer_status\": \"ACTIVE\"}, \"account_details\": {\"account_id\": \"ACC1234\", \"account_type\": \"TRADING\", \"account_subtype\": \"PRO\", \"margin_enabled\": true, \"margin_limit\": 1500000.0, \"margin_utilized\": 900000.0, \"derivatives_enabled\": false, \"last_activity_date\": \"2025-07-03\"}, \"portfolio_holdings\": {\"total_holdings\": 10, \"portfolio_value\": 3000000, \"top_holding_concentration\": 0.4633880796504166, \"sector_concentration\": {\"IT\": 0.33266540205453976, \"Banking\": 0.2141216130036061, \"Pharma\": 0.11620655223663921, \"Auto\": 0.08474843105226051, \"Others\": 0.1904432010385182}, \"unrealized_pnl\": -330586, \"holding_period_avg_days\": 104}, \"behavioral_metrics\": {\"trades_count_30d\": 10, \"trades_count_90d\": 50, \"login_count_7d\": 12, \"login_count_30d\": 58, \"days_since_last_trade\": 53, \"trade_frequency_change_percent\": -42.8631341916444, \"funds_withdrawn_30d\": 20632, \"research_reports_viewed_30d\": 9}, \"product_subscriptions\": [{\"product_code\": \"EQUITY_TRADING\", \"product_name\": \"Equity Trading\", \"subscription_status\": \"ACTIVE\"}]}, \"compliance_data\": {\"data_access_logged\": true, \"pii_masked\": true, \"access_reason\": \"relationship_management\", \"access_timestamp\": \"2025-07-17T09:35:52.587552\", \"authorized_by\": \"123\"}, \"data_quality_score\": 0.95, \"collection_timestamp\": \"2025-07-17T09:35:52.587574\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "collect_customer_data"
},
"compliance_check": {
"compliance_check_completed": true,
"compliance_report": {
"check_timestamp": "2025-07-17T09:35:53.332027",
"compliance_mode": "strict",
"compliance_status": "PASSED",
"next_review_date": "2024-12-31",
"recommendations": {
"allowed_actions": [
"portfolio_analysis",
"risk_assessment",
"educational_content",
"service_information"
],
"prohibited_actions": [
"stock_recommendations",
"buy_sell_advice",
"guaranteed_returns",
"misleading_claims"
]
},
"regulatory_framework": "SEBI",
"rules_checked": 6,
"rules_passed": 5,
"violations": []
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"compliance_check_completed\": true, \"compliance_report\": {\"check_timestamp\": \"2025-07-17T09:35:53.332027\", \"compliance_mode\": \"strict\", \"rules_checked\": 6, \"rules_passed\": 5, \"violations\": [], \"compliance_status\": \"PASSED\", \"recommendations\": {\"allowed_actions\": [\"portfolio_analysis\", \"risk_assessment\", \"educational_content\", \"service_information\"], \"prohibited_actions\": [\"stock_recommendations\", \"buy_sell_advice\", \"guaranteed_returns\", \"misleading_claims\"]}, \"regulatory_framework\": \"SEBI\", \"next_review_date\": \"2024-12-31\"}, \"proceed_with_analysis\": true, \"timestamp\": \"2025-07-17T09:35:53.332071\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.790524,
"end_time": "2025-07-17T09:35:53.469958",
"message_sent": true,
"start_time": "2025-07-17T09:35:52.679434",
"timestamp": "2025-07-17T09:35:53.469958",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"compliance_check_completed\": true, \"compliance_report\": {\"check_timestamp\": \"2025-07-17T09:35:53.332027\", \"compliance_mode\": \"strict\", \"rules_checked\": 6, \"rules_passed\": 5, \"violations\": [], \"compliance_status\": \"PASSED\", \"recommendations\": {\"allowed_actions\": [\"portfolio_analysis\", \"risk_assessment\", \"educational_content\", \"service_information\"], \"prohibited_actions\": [\"stock_recommendations\", \"buy_sell_advice\", \"guaranteed_returns\", \"misleading_claims\"]}, \"regulatory_framework\": \"SEBI\", \"next_review_date\": \"2024-12-31\"}, \"proceed_with_analysis\": true, \"timestamp\": \"2025-07-17T09:35:53.332071\"}\n",
"proceed_with_analysis": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "compliance_check",
"timestamp": "2025-07-17T09:35:53.332071"
},
"connect_to_crm_database": {
"compliance_check": "PASSED",
"connection_established": true,
"connection_info": {
"connection_time": "2025-07-17T09:35:51.351257",
"data_masking_active": true,
"database_type": "MySQL",
"encryption_enabled": true,
"read_only_access": true,
"schema_discovered": true,
"status": "connected",
"tables": [
"customer_master",
"account_details",
"portfolio_holdings",
"transaction_history",
"customer_behavior_metrics",
"product_subscriptions",
"customer_interactions",
"customer_goals"
],
"tables_found": 8
},
"customer_exists": true,
"customer_id": "1234",
"data_residency": "India",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"connection_established\": true, \"connection_info\": {\"status\": \"connected\", \"database_type\": \"MySQL\", \"connection_time\": \"2025-07-17T09:35:51.351257\", \"schema_discovered\": true, \"tables_found\": 8, \"tables\": [\"customer_master\", \"account_details\", \"portfolio_holdings\", \"transaction_history\", \"customer_behavior_metrics\", \"product_subscriptions\", \"customer_interactions\", \"customer_goals\"], \"read_only_access\": true, \"encryption_enabled\": true, \"data_masking_active\": true}, \"customer_exists\": true, \"customer_id\": \"1234\", \"compliance_check\": \"PASSED\", \"data_residency\": \"India\", \"timestamp\": \"2025-07-17T09:35:51.351303\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.239049,
"end_time": "2025-07-17T09:35:51.429928",
"message_sent": true,
"start_time": "2025-07-17T09:35:50.190879",
"timestamp": "2025-07-17T09:35:51.429928",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"connection_established\": true, \"connection_info\": {\"status\": \"connected\", \"database_type\": \"MySQL\", \"connection_time\": \"2025-07-17T09:35:51.351257\", \"schema_discovered\": true, \"tables_found\": 8, \"tables\": [\"customer_master\", \"account_details\", \"portfolio_holdings\", \"transaction_history\", \"customer_behavior_metrics\", \"product_subscriptions\", \"customer_interactions\", \"customer_goals\"], \"read_only_access\": true, \"encryption_enabled\": true, \"data_masking_active\": true}, \"customer_exists\": true, \"customer_id\": \"1234\", \"compliance_check\": \"PASSED\", \"data_residency\": \"India\", \"timestamp\": \"2025-07-17T09:35:51.351303\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "connect_to_crm_database",
"timestamp": "2025-07-17T09:35:51.351303"
},
"create_audit_trail": {
"audit_details": {
"actions_taken": [
"data_collection",
"portfolio_analysis",
"risk_assessment",
"campaign_creation",
"rm_notification"
],
"audit_id": "AUDIT_20250717093859",
"compliance_checks": [
{
"check": "sebi_compliance",
"result": "PASSED",
"timestamp": "UNRESOLVED_compliance_check.timestamp"
},
{
"check": "no_investment_advice",
"result": "MAINTAINED",
"timestamp": "2025-07-17T09:38:59.101205"
}
],
"compliance_status": "MAINTAINED",
"customer_id": "1234",
"data_access_log": [
{
"access_time": "UNRESOLVED_collect_customer_data.collection_timestamp",
"purpose": "relationship_management",
"table": "customer_master"
},
{
"access_time": "UNRESOLVED_analyze_portfolio.timestamp",
"purpose": "portfolio_analysis",
"table": "portfolio_holdings"
}
],
"decisions_made": [
{
"basis": "behavioral_metrics",
"decision": "risk_classification",
"result": "UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level"
},
{
"basis": "risk_level",
"decision": "campaign_selection",
"result": "UNRESOLVED_risk_based_router.selected_route"
}
],
"encryption_applied": true,
"execution_end": "2025-07-17T09:38:59.101181",
"execution_id": "a98713aa-eb03-48f5-a51d-4bb88a4b13b0",
"execution_start": "UNRESOLVED_EXECUTION_START_TIME",
"retention_period": "7_years",
"rm_employee_id": "123",
"workflow_id": "UNRESOLVED_WORKFLOW_ID",
"workflow_name": "smc_ai_relationship_manager_v2"
},
"audit_trail_created": true,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"audit_trail_created\": true, \"audit_details\": {\"audit_id\": \"AUDIT_20250717093859\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"a98713aa-eb03-48f5-a51d-4bb88a4b13b0\", \"customer_id\": \"1234\", \"rm_employee_id\": \"123\", \"workflow_name\": \"smc_ai_relationship_manager_v2\", \"execution_start\": \"UNRESOLVED_EXECUTION_START_TIME\", \"execution_end\": \"2025-07-17T09:38:59.101181\", \"compliance_status\": \"MAINTAINED\", \"data_access_log\": [{\"table\": \"customer_master\", \"access_time\": \"UNRESOLVED_collect_customer_data.collection_timestamp\", \"purpose\": \"relationship_management\"}, {\"table\": \"portfolio_holdings\", \"access_time\": \"UNRESOLVED_analyze_portfolio.timestamp\", \"purpose\": \"portfolio_analysis\"}], \"decisions_made\": [{\"decision\": \"risk_classification\", \"result\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"basis\": \"behavioral_metrics\"}, {\"decision\": \"campaign_selection\", \"result\": \"UNRESOLVED_risk_based_router.selected_route\", \"basis\": \"risk_level\"}], \"compliance_checks\": [{\"check\": \"sebi_compliance\", \"result\": \"PASSED\", \"timestamp\": \"UNRESOLVED_compliance_check.timestamp\"}, {\"check\": \"no_investment_advice\", \"result\": \"MAINTAINED\", \"timestamp\": \"2025-07-17T09:38:59.101205\"}], \"actions_taken\": [\"data_collection\", \"portfolio_analysis\", \"risk_assessment\", \"campaign_creation\", \"rm_notification\"], \"retention_period\": \"7_years\", \"encryption_applied\": true}, \"storage_location\": \"secure_audit_db\", \"timestamp\": \"2025-07-17T09:38:59.101214\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.709534,
"end_time": "2025-07-17T09:38:59.171781",
"message_sent": true,
"start_time": "2025-07-17T09:38:58.462247",
"timestamp": "2025-07-17T09:38:59.171781",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"audit_trail_created\": true, \"audit_details\": {\"audit_id\": \"AUDIT_20250717093859\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"a98713aa-eb03-48f5-a51d-4bb88a4b13b0\", \"customer_id\": \"1234\", \"rm_employee_id\": \"123\", \"workflow_name\": \"smc_ai_relationship_manager_v2\", \"execution_start\": \"UNRESOLVED_EXECUTION_START_TIME\", \"execution_end\": \"2025-07-17T09:38:59.101181\", \"compliance_status\": \"MAINTAINED\", \"data_access_log\": [{\"table\": \"customer_master\", \"access_time\": \"UNRESOLVED_collect_customer_data.collection_timestamp\", \"purpose\": \"relationship_management\"}, {\"table\": \"portfolio_holdings\", \"access_time\": \"UNRESOLVED_analyze_portfolio.timestamp\", \"purpose\": \"portfolio_analysis\"}], \"decisions_made\": [{\"decision\": \"risk_classification\", \"result\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"basis\": \"behavioral_metrics\"}, {\"decision\": \"campaign_selection\", \"result\": \"UNRESOLVED_risk_based_router.selected_route\", \"basis\": \"risk_level\"}], \"compliance_checks\": [{\"check\": \"sebi_compliance\", \"result\": \"PASSED\", \"timestamp\": \"UNRESOLVED_compliance_check.timestamp\"}, {\"check\": \"no_investment_advice\", \"result\": \"MAINTAINED\", \"timestamp\": \"2025-07-17T09:38:59.101205\"}], \"actions_taken\": [\"data_collection\", \"portfolio_analysis\", \"risk_assessment\", \"campaign_creation\", \"rm_notification\"], \"retention_period\": \"7_years\", \"encryption_applied\": true}, \"storage_location\": \"secure_audit_db\", \"timestamp\": \"2025-07-17T09:38:59.101214\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"storage_location": "secure_audit_db",
"task_id": "create_audit_trail",
"timestamp": "2025-07-17T09:38:59.101214"
},
"create_engagement_campaign": {
"campaign_created": true,
"campaign_details": {
"activities": [
{
"date": "2025-07-24",
"duration": "45 minutes",
"topic": "Understanding Market Volatility",
"type": "webinar"
},
{
"duration": "4 weeks",
"frequency": "weekly",
"topic": "Platform Feature Highlights",
"type": "email_series"
},
{
"frequency": "weekly",
"personalized": true,
"topic": "Weekly Market Commentary",
"type": "market_insights"
}
],
"campaign_id": "ENG_1234_20250717",
"campaign_type": "ENGAGEMENT",
"compliance_note": "All content is educational, no investment recommendations",
"content_strategy": {
"compliance_updates": [
"Compliance Requirements"
],
"platform_education": [
"Using Technical Indicators",
"Advanced Order Types Explained"
],
"primary_content": [
"Understanding Market Volatility",
"Basics of Portfolio Diversification",
"Risk Management Strategies",
"Market Timing vs Time in Market"
]
},
"personalization": {
"communication_preference": "email",
"preferred_sectors": [
"IT",
"Banking"
],
"risk_profile": "MODERATE"
},
"priority": "MEDIUM",
"success_metrics": {
"content_consumption_target": "60%",
"platform_login_increase": "40%",
"webinar_attendance": "2 sessions"
}
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"campaign_created\": true, \"campaign_details\": {\"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"priority\": \"MEDIUM\", \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"], \"compliance_updates\": [\"Compliance Requirements\"]}, \"activities\": [{\"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"date\": \"2025-07-24\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"frequency\": \"weekly\", \"duration\": \"4 weeks\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"content_consumption_target\": \"60%\", \"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\"}, \"compliance_note\": \"All content is educational, no investment recommendations\"}, \"execution_ready\": true, \"timestamp\": \"2025-07-17T09:38:56.305010\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.23257,
"end_time": "2025-07-17T09:38:56.374328",
"message_sent": true,
"start_time": "2025-07-17T09:38:55.141758",
"timestamp": "2025-07-17T09:38:56.374328",
"worker_executed": true,
"workers_notified": true
},
"execution_ready": true,
"output": "__OUTPUTS__ {\"campaign_created\": true, \"campaign_details\": {\"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"priority\": \"MEDIUM\", \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"], \"compliance_updates\": [\"Compliance Requirements\"]}, \"activities\": [{\"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"date\": \"2025-07-24\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"frequency\": \"weekly\", \"duration\": \"4 weeks\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"content_consumption_target\": \"60%\", \"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\"}, \"compliance_note\": \"All content is educational, no investment recommendations\"}, \"execution_ready\": true, \"timestamp\": \"2025-07-17T09:38:56.305010\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "create_engagement_campaign",
"timestamp": "2025-07-17T09:38:56.305010"
},
"execution_summary": {
"completed_tasks": 10,
"dependencies_detected": false,
"end_time": "2025-07-17T09:38:59.951155",
"execution_mode": "distributed",
"start_time": "2025-07-17T09:35:48.702014",
"total_tasks": 11
},
"notify_rm": {
"delivery_status": "SUCCESS",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"NOTIF_24294\", \"rm_employee_id\": \"123\", \"customer_id\": \"1234\", \"priority\": \"MEDIUM\", \"notification_type\": \"ACTION_REQUIRED\", \"summary\": \"Customer relationship action required for 1234\", \"compliance_cleared\": true, \"allowed_actions\": [\"Contact customer for service review\", \"Share educational content\", \"Discuss platform features\", \"Address service concerns\"], \"prohibited_actions\": [\"Provide stock recommendations\", \"Guarantee returns\", \"Pressure for investments\", \"Share other client information\"], \"communication_scripts\": {\"opening\": \"I\u0027m calling to review your experience with our services\", \"value_prop\": \"We have some new platform features that might interest you\", \"compliance_reminder\": \"This is a service call, not investment advice\"}, \"channels\": [\"dashboard\", \"email\", \"sms\"], \"timestamp\": \"2025-07-17T09:38:58.348804\"}, \"delivery_status\": \"SUCCESS\", \"rm_response_required\": true}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.69827,
"end_time": "2025-07-17T09:38:58.411654",
"message_sent": true,
"start_time": "2025-07-17T09:38:57.713384",
"timestamp": "2025-07-17T09:38:58.411654",
"worker_executed": true,
"workers_notified": true
},
"notification_details": {
"allowed_actions": [
"Contact customer for service review",
"Share educational content",
"Discuss platform features",
"Address service concerns"
],
"channels": [
"dashboard",
"email",
"sms"
],
"communication_scripts": {
"compliance_reminder": "This is a service call, not investment advice",
"opening": "I\u0027m calling to review your experience with our services",
"value_prop": "We have some new platform features that might interest you"
},
"compliance_cleared": true,
"customer_id": "1234",
"notification_id": "NOTIF_24294",
"notification_type": "ACTION_REQUIRED",
"priority": "MEDIUM",
"prohibited_actions": [
"Provide stock recommendations",
"Guarantee returns",
"Pressure for investments",
"Share other client information"
],
"rm_employee_id": "123",
"summary": "Customer relationship action required for 1234",
"timestamp": "2025-07-17T09:38:58.348804"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"NOTIF_24294\", \"rm_employee_id\": \"123\", \"customer_id\": \"1234\", \"priority\": \"MEDIUM\", \"notification_type\": \"ACTION_REQUIRED\", \"summary\": \"Customer relationship action required for 1234\", \"compliance_cleared\": true, \"allowed_actions\": [\"Contact customer for service review\", \"Share educational content\", \"Discuss platform features\", \"Address service concerns\"], \"prohibited_actions\": [\"Provide stock recommendations\", \"Guarantee returns\", \"Pressure for investments\", \"Share other client information\"], \"communication_scripts\": {\"opening\": \"I\u0027m calling to review your experience with our services\", \"value_prop\": \"We have some new platform features that might interest you\", \"compliance_reminder\": \"This is a service call, not investment advice\"}, \"channels\": [\"dashboard\", \"email\", \"sms\"], \"timestamp\": \"2025-07-17T09:38:58.348804\"}, \"delivery_status\": \"SUCCESS\", \"rm_response_required\": true}\n",
"return_code": 0,
"rm_response_required": true,
"status": "completed",
"stderr": "",
"task_id": "notify_rm"
},
"orchestrate_campaigns": {
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"orchestration_completed\": true, \"orchestration_details\": {\"orchestration_id\": \"ORCH_20250717093857\", \"selected_route\": \"engagement_campaign\", \"campaigns_to_execute\": [{\"type\": \"engagement\", \"campaign\": {\"priority\": \"MEDIUM\", \"activities\": [{\"date\": \"2025-07-24\", \"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"duration\": \"4 weeks\", \"frequency\": \"weekly\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"compliance_note\": \"All content is educational, no investment recommendations\", \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\", \"content_consumption_target\": \"60%\"}, \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"compliance_updates\": [\"Compliance Requirements\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"]}}, \"priority\": \"MEDIUM\"}], \"execution_plan\": {\"immediate_actions\": [], \"scheduled_actions\": [{\"action\": \"execute_campaign\", \"timeline\": \"as_per_schedule\"}], \"monitoring_required\": true}}, \"ready_for_execution\": true, \"timestamp\": \"2025-07-17T09:38:57.613805\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.221533,
"end_time": "2025-07-17T09:38:57.681454",
"message_sent": true,
"start_time": "2025-07-17T09:38:56.459921",
"timestamp": "2025-07-17T09:38:57.681454",
"worker_executed": true,
"workers_notified": true
},
"orchestration_completed": true,
"orchestration_details": {
"campaigns_to_execute": [
{
"campaign": {
"activities": [
{
"date": "2025-07-24",
"duration": "45 minutes",
"topic": "Understanding Market Volatility",
"type": "webinar"
},
{
"duration": "4 weeks",
"frequency": "weekly",
"topic": "Platform Feature Highlights",
"type": "email_series"
},
{
"frequency": "weekly",
"personalized": true,
"topic": "Weekly Market Commentary",
"type": "market_insights"
}
],
"campaign_id": "ENG_1234_20250717",
"campaign_type": "ENGAGEMENT",
"compliance_note": "All content is educational, no investment recommendations",
"content_strategy": {
"compliance_updates": [
"Compliance Requirements"
],
"platform_education": [
"Using Technical Indicators",
"Advanced Order Types Explained"
],
"primary_content": [
"Understanding Market Volatility",
"Basics of Portfolio Diversification",
"Risk Management Strategies",
"Market Timing vs Time in Market"
]
},
"personalization": {
"communication_preference": "email",
"preferred_sectors": [
"IT",
"Banking"
],
"risk_profile": "MODERATE"
},
"priority": "MEDIUM",
"success_metrics": {
"content_consumption_target": "60%",
"platform_login_increase": "40%",
"webinar_attendance": "2 sessions"
}
},
"priority": "MEDIUM",
"type": "engagement"
}
],
"execution_plan": {
"immediate_actions": [],
"monitoring_required": true,
"scheduled_actions": [
{
"action": "execute_campaign",
"timeline": "as_per_schedule"
}
]
},
"orchestration_id": "ORCH_20250717093857",
"selected_route": "engagement_campaign"
},
"output": "__OUTPUTS__ {\"orchestration_completed\": true, \"orchestration_details\": {\"orchestration_id\": \"ORCH_20250717093857\", \"selected_route\": \"engagement_campaign\", \"campaigns_to_execute\": [{\"type\": \"engagement\", \"campaign\": {\"priority\": \"MEDIUM\", \"activities\": [{\"date\": \"2025-07-24\", \"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"duration\": \"4 weeks\", \"frequency\": \"weekly\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"compliance_note\": \"All content is educational, no investment recommendations\", \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\", \"content_consumption_target\": \"60%\"}, \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"compliance_updates\": [\"Compliance Requirements\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"]}}, \"priority\": \"MEDIUM\"}], \"execution_plan\": {\"immediate_actions\": [], \"scheduled_actions\": [{\"action\": \"execute_campaign\", \"timeline\": \"as_per_schedule\"}], \"monitoring_required\": true}}, \"ready_for_execution\": true, \"timestamp\": \"2025-07-17T09:38:57.613805\"}\n",
"ready_for_execution": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "orchestrate_campaigns",
"timestamp": "2025-07-17T09:38:57.613805"
},
"risk_based_router": {
"all_conditions_checked": [
{
"condition": "${assess_relationship_risk.risk_assessment.risk_level} == \u0027HIGH\u0027",
"name": "high_risk_path",
"result": false,
"route": "retention_campaign"
},
{
"condition": "${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027",
"name": "medium_risk_path",
"result": true,
"route": "engagement_campaign"
}
],
"duration_seconds": 0.00053,
"ended_at": "2025-07-17T09:38:55.018477",
"evaluation_details": {
"condition_index": 1,
"matched_condition": {
"condition": "${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027",
"name": "medium_risk_path",
"result": true,
"route": "engagement_campaign"
}
},
"execution_details": {
"actual_result": {
"output": "Route selected: engagement_campaign\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"engagement_campaign\", \"route_reason\": \"condition_matched: medium_risk_path\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}, \"condition_index\": 1}, \"all_conditions_checked\": [{\"name\": \"high_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_campaign\"}, {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}], \"duration_seconds\": 0.00053, \"started_at\": \"2025-07-17T09:38:55.017947\", \"ended_at\": \"2025-07-17T09:38:55.018477\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.171229,
"end_time": "2025-07-17T09:38:55.088440",
"message_sent": true,
"start_time": "2025-07-17T09:38:54.917211",
"timestamp": "2025-07-17T09:38:55.088440",
"worker_executed": true,
"workers_notified": true
},
"output": "Route selected: engagement_campaign\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"engagement_campaign\", \"route_reason\": \"condition_matched: medium_risk_path\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}, \"condition_index\": 1}, \"all_conditions_checked\": [{\"name\": \"high_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_campaign\"}, {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}], \"duration_seconds\": 0.00053, \"started_at\": \"2025-07-17T09:38:55.017947\", \"ended_at\": \"2025-07-17T09:38:55.018477\"}",
"return_code": 0,
"route_reason": "condition_matched: medium_risk_path",
"router_type": "condition",
"selected_route": "engagement_campaign",
"started_at": "2025-07-17T09:38:55.017947",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"status": "FAILED",
"task_outputs": {
"analyze_portfolio": {
"error": "Python script failed with return code 1: File \"/tmp/tmpooj3nacw.py\", line 19\n return\n ^^^^^^\nSyntaxError: \u0027return\u0027 outside function\n",
"execution_details": {
"failed": true,
"message_sent": true,
"worker_executed": true,
"workers_notified": true
},
"output": "Task failed: Python script failed with return code 1: File \"/tmp/tmpooj3nacw.py\", line 19\n return\n ^^^^^^\nSyntaxError: \u0027return\u0027 outside function\n",
"status": "FAILED",
"task_id": "analyze_portfolio"
},
"assess_relationship_risk": {
"assessment_completed": true,
"compliance_note": "All strategies are service-related, no investment advice",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_completed\": true, \"risk_assessment\": {\"overall_risk_score\": 0.45, \"risk_level\": \"MEDIUM\", \"risk_description\": \"Monitor closely\", \"risk_factors\": [\"No trading activity in 30+ days\", \"Significant decrease in trading frequency\"], \"detailed_scores\": {\"trading_inactivity\": 0.8833333333333333, \"login_inactivity\": 0.1, \"pattern_change\": 0.7, \"fund_movement\": 0.1}}, \"retention_strategies\": [\"Send personalized market insights\", \"Invite to webinar\", \"Share new platform features\", \"Quarterly review call\"], \"next_review_date\": \"2025-07-31\", \"compliance_note\": \"All strategies are service-related, no investment advice\", \"timestamp\": \"2025-07-17T09:38:54.834944\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.259276,
"end_time": "2025-07-17T09:38:54.894705",
"message_sent": true,
"start_time": "2025-07-17T09:38:53.635429",
"timestamp": "2025-07-17T09:38:54.894705",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-07-31",
"output": "__OUTPUTS__ {\"assessment_completed\": true, \"risk_assessment\": {\"overall_risk_score\": 0.45, \"risk_level\": \"MEDIUM\", \"risk_description\": \"Monitor closely\", \"risk_factors\": [\"No trading activity in 30+ days\", \"Significant decrease in trading frequency\"], \"detailed_scores\": {\"trading_inactivity\": 0.8833333333333333, \"login_inactivity\": 0.1, \"pattern_change\": 0.7, \"fund_movement\": 0.1}}, \"retention_strategies\": [\"Send personalized market insights\", \"Invite to webinar\", \"Share new platform features\", \"Quarterly review call\"], \"next_review_date\": \"2025-07-31\", \"compliance_note\": \"All strategies are service-related, no investment advice\", \"timestamp\": \"2025-07-17T09:38:54.834944\"}\n",
"retention_strategies": [
"Send personalized market insights",
"Invite to webinar",
"Share new platform features",
"Quarterly review call"
],
"return_code": 0,
"risk_assessment": {
"detailed_scores": {
"fund_movement": 0.1,
"login_inactivity": 0.1,
"pattern_change": 0.7,
"trading_inactivity": 0.8833333333333333
},
"overall_risk_score": 0.45,
"risk_description": "Monitor closely",
"risk_factors": [
"No trading activity in 30+ days",
"Significant decrease in trading frequency"
],
"risk_level": "MEDIUM"
},
"status": "completed",
"stderr": "",
"task_id": "assess_relationship_risk",
"timestamp": "2025-07-17T09:38:54.834944"
},
"collect_customer_data": {
"collection_timestamp": "2025-07-17T09:35:52.587574",
"compliance_data": {
"access_reason": "relationship_management",
"access_timestamp": "2025-07-17T09:35:52.587552",
"authorized_by": "123",
"data_access_logged": true,
"pii_masked": true
},
"customer_data": {
"account_details": {
"account_id": "ACC1234",
"account_subtype": "PRO",
"account_type": "TRADING",
"derivatives_enabled": false,
"last_activity_date": "2025-07-03",
"margin_enabled": true,
"margin_limit": 1500000.0,
"margin_utilized": 900000.0
},
"behavioral_metrics": {
"days_since_last_trade": 53,
"funds_withdrawn_30d": 20632,
"login_count_30d": 58,
"login_count_7d": 12,
"research_reports_viewed_30d": 9,
"trade_frequency_change_percent": -42.8631341916444,
"trades_count_30d": 10,
"trades_count_90d": 50
},
"customer_master": {
"acquisition_date": "2020-03-15",
"city": "Bangalore",
"customer_id": "1234",
"customer_segment": "SILVER",
"customer_status": "ACTIVE",
"customer_type": "RETAIL",
"first_name": "Customer",
"kyc_status": "VERIFIED",
"last_name": "1234",
"pan_number": "XXXXX5333X",
"risk_profile": "MODERATE",
"rm_employee_id": "123"
},
"portfolio_holdings": {
"holding_period_avg_days": 104,
"portfolio_value": 3000000,
"sector_concentration": {
"Auto": 0.08474843105226051,
"Banking": 0.2141216130036061,
"IT": 0.33266540205453976,
"Others": 0.1904432010385182,
"Pharma": 0.11620655223663921
},
"top_holding_concentration": 0.4633880796504166,
"total_holdings": 10,
"unrealized_pnl": -330586
},
"product_subscriptions": [
{
"product_code": "EQUITY_TRADING",
"product_name": "Equity Trading",
"subscription_status": "ACTIVE"
}
]
},
"data_quality_score": 0.95,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"status\": \"success\", \"customer_data\": {\"customer_master\": {\"customer_id\": \"1234\", \"pan_number\": \"XXXXX5333X\", \"first_name\": \"Customer\", \"last_name\": \"1234\", \"customer_segment\": \"SILVER\", \"customer_type\": \"RETAIL\", \"acquisition_date\": \"2020-03-15\", \"rm_employee_id\": \"123\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"city\": \"Bangalore\", \"customer_status\": \"ACTIVE\"}, \"account_details\": {\"account_id\": \"ACC1234\", \"account_type\": \"TRADING\", \"account_subtype\": \"PRO\", \"margin_enabled\": true, \"margin_limit\": 1500000.0, \"margin_utilized\": 900000.0, \"derivatives_enabled\": false, \"last_activity_date\": \"2025-07-03\"}, \"portfolio_holdings\": {\"total_holdings\": 10, \"portfolio_value\": 3000000, \"top_holding_concentration\": 0.4633880796504166, \"sector_concentration\": {\"IT\": 0.33266540205453976, \"Banking\": 0.2141216130036061, \"Pharma\": 0.11620655223663921, \"Auto\": 0.08474843105226051, \"Others\": 0.1904432010385182}, \"unrealized_pnl\": -330586, \"holding_period_avg_days\": 104}, \"behavioral_metrics\": {\"trades_count_30d\": 10, \"trades_count_90d\": 50, \"login_count_7d\": 12, \"login_count_30d\": 58, \"days_since_last_trade\": 53, \"trade_frequency_change_percent\": -42.8631341916444, \"funds_withdrawn_30d\": 20632, \"research_reports_viewed_30d\": 9}, \"product_subscriptions\": [{\"product_code\": \"EQUITY_TRADING\", \"product_name\": \"Equity Trading\", \"subscription_status\": \"ACTIVE\"}]}, \"compliance_data\": {\"data_access_logged\": true, \"pii_masked\": true, \"access_reason\": \"relationship_management\", \"access_timestamp\": \"2025-07-17T09:35:52.587552\", \"authorized_by\": \"123\"}, \"data_quality_score\": 0.95, \"collection_timestamp\": \"2025-07-17T09:35:52.587574\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.200534,
"end_time": "2025-07-17T09:35:52.654504",
"message_sent": true,
"start_time": "2025-07-17T09:35:51.453970",
"timestamp": "2025-07-17T09:35:52.654504",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"status\": \"success\", \"customer_data\": {\"customer_master\": {\"customer_id\": \"1234\", \"pan_number\": \"XXXXX5333X\", \"first_name\": \"Customer\", \"last_name\": \"1234\", \"customer_segment\": \"SILVER\", \"customer_type\": \"RETAIL\", \"acquisition_date\": \"2020-03-15\", \"rm_employee_id\": \"123\", \"kyc_status\": \"VERIFIED\", \"risk_profile\": \"MODERATE\", \"city\": \"Bangalore\", \"customer_status\": \"ACTIVE\"}, \"account_details\": {\"account_id\": \"ACC1234\", \"account_type\": \"TRADING\", \"account_subtype\": \"PRO\", \"margin_enabled\": true, \"margin_limit\": 1500000.0, \"margin_utilized\": 900000.0, \"derivatives_enabled\": false, \"last_activity_date\": \"2025-07-03\"}, \"portfolio_holdings\": {\"total_holdings\": 10, \"portfolio_value\": 3000000, \"top_holding_concentration\": 0.4633880796504166, \"sector_concentration\": {\"IT\": 0.33266540205453976, \"Banking\": 0.2141216130036061, \"Pharma\": 0.11620655223663921, \"Auto\": 0.08474843105226051, \"Others\": 0.1904432010385182}, \"unrealized_pnl\": -330586, \"holding_period_avg_days\": 104}, \"behavioral_metrics\": {\"trades_count_30d\": 10, \"trades_count_90d\": 50, \"login_count_7d\": 12, \"login_count_30d\": 58, \"days_since_last_trade\": 53, \"trade_frequency_change_percent\": -42.8631341916444, \"funds_withdrawn_30d\": 20632, \"research_reports_viewed_30d\": 9}, \"product_subscriptions\": [{\"product_code\": \"EQUITY_TRADING\", \"product_name\": \"Equity Trading\", \"subscription_status\": \"ACTIVE\"}]}, \"compliance_data\": {\"data_access_logged\": true, \"pii_masked\": true, \"access_reason\": \"relationship_management\", \"access_timestamp\": \"2025-07-17T09:35:52.587552\", \"authorized_by\": \"123\"}, \"data_quality_score\": 0.95, \"collection_timestamp\": \"2025-07-17T09:35:52.587574\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "collect_customer_data"
},
"compliance_check": {
"compliance_check_completed": true,
"compliance_report": {
"check_timestamp": "2025-07-17T09:35:53.332027",
"compliance_mode": "strict",
"compliance_status": "PASSED",
"next_review_date": "2024-12-31",
"recommendations": {
"allowed_actions": [
"portfolio_analysis",
"risk_assessment",
"educational_content",
"service_information"
],
"prohibited_actions": [
"stock_recommendations",
"buy_sell_advice",
"guaranteed_returns",
"misleading_claims"
]
},
"regulatory_framework": "SEBI",
"rules_checked": 6,
"rules_passed": 5,
"violations": []
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"compliance_check_completed\": true, \"compliance_report\": {\"check_timestamp\": \"2025-07-17T09:35:53.332027\", \"compliance_mode\": \"strict\", \"rules_checked\": 6, \"rules_passed\": 5, \"violations\": [], \"compliance_status\": \"PASSED\", \"recommendations\": {\"allowed_actions\": [\"portfolio_analysis\", \"risk_assessment\", \"educational_content\", \"service_information\"], \"prohibited_actions\": [\"stock_recommendations\", \"buy_sell_advice\", \"guaranteed_returns\", \"misleading_claims\"]}, \"regulatory_framework\": \"SEBI\", \"next_review_date\": \"2024-12-31\"}, \"proceed_with_analysis\": true, \"timestamp\": \"2025-07-17T09:35:53.332071\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.790524,
"end_time": "2025-07-17T09:35:53.469958",
"message_sent": true,
"start_time": "2025-07-17T09:35:52.679434",
"timestamp": "2025-07-17T09:35:53.469958",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"compliance_check_completed\": true, \"compliance_report\": {\"check_timestamp\": \"2025-07-17T09:35:53.332027\", \"compliance_mode\": \"strict\", \"rules_checked\": 6, \"rules_passed\": 5, \"violations\": [], \"compliance_status\": \"PASSED\", \"recommendations\": {\"allowed_actions\": [\"portfolio_analysis\", \"risk_assessment\", \"educational_content\", \"service_information\"], \"prohibited_actions\": [\"stock_recommendations\", \"buy_sell_advice\", \"guaranteed_returns\", \"misleading_claims\"]}, \"regulatory_framework\": \"SEBI\", \"next_review_date\": \"2024-12-31\"}, \"proceed_with_analysis\": true, \"timestamp\": \"2025-07-17T09:35:53.332071\"}\n",
"proceed_with_analysis": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "compliance_check",
"timestamp": "2025-07-17T09:35:53.332071"
},
"connect_to_crm_database": {
"compliance_check": "PASSED",
"connection_established": true,
"connection_info": {
"connection_time": "2025-07-17T09:35:51.351257",
"data_masking_active": true,
"database_type": "MySQL",
"encryption_enabled": true,
"read_only_access": true,
"schema_discovered": true,
"status": "connected",
"tables": [
"customer_master",
"account_details",
"portfolio_holdings",
"transaction_history",
"customer_behavior_metrics",
"product_subscriptions",
"customer_interactions",
"customer_goals"
],
"tables_found": 8
},
"customer_exists": true,
"customer_id": "1234",
"data_residency": "India",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"connection_established\": true, \"connection_info\": {\"status\": \"connected\", \"database_type\": \"MySQL\", \"connection_time\": \"2025-07-17T09:35:51.351257\", \"schema_discovered\": true, \"tables_found\": 8, \"tables\": [\"customer_master\", \"account_details\", \"portfolio_holdings\", \"transaction_history\", \"customer_behavior_metrics\", \"product_subscriptions\", \"customer_interactions\", \"customer_goals\"], \"read_only_access\": true, \"encryption_enabled\": true, \"data_masking_active\": true}, \"customer_exists\": true, \"customer_id\": \"1234\", \"compliance_check\": \"PASSED\", \"data_residency\": \"India\", \"timestamp\": \"2025-07-17T09:35:51.351303\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.239049,
"end_time": "2025-07-17T09:35:51.429928",
"message_sent": true,
"start_time": "2025-07-17T09:35:50.190879",
"timestamp": "2025-07-17T09:35:51.429928",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"connection_established\": true, \"connection_info\": {\"status\": \"connected\", \"database_type\": \"MySQL\", \"connection_time\": \"2025-07-17T09:35:51.351257\", \"schema_discovered\": true, \"tables_found\": 8, \"tables\": [\"customer_master\", \"account_details\", \"portfolio_holdings\", \"transaction_history\", \"customer_behavior_metrics\", \"product_subscriptions\", \"customer_interactions\", \"customer_goals\"], \"read_only_access\": true, \"encryption_enabled\": true, \"data_masking_active\": true}, \"customer_exists\": true, \"customer_id\": \"1234\", \"compliance_check\": \"PASSED\", \"data_residency\": \"India\", \"timestamp\": \"2025-07-17T09:35:51.351303\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "connect_to_crm_database",
"timestamp": "2025-07-17T09:35:51.351303"
},
"create_audit_trail": {
"audit_details": {
"actions_taken": [
"data_collection",
"portfolio_analysis",
"risk_assessment",
"campaign_creation",
"rm_notification"
],
"audit_id": "AUDIT_20250717093859",
"compliance_checks": [
{
"check": "sebi_compliance",
"result": "PASSED",
"timestamp": "UNRESOLVED_compliance_check.timestamp"
},
{
"check": "no_investment_advice",
"result": "MAINTAINED",
"timestamp": "2025-07-17T09:38:59.101205"
}
],
"compliance_status": "MAINTAINED",
"customer_id": "1234",
"data_access_log": [
{
"access_time": "UNRESOLVED_collect_customer_data.collection_timestamp",
"purpose": "relationship_management",
"table": "customer_master"
},
{
"access_time": "UNRESOLVED_analyze_portfolio.timestamp",
"purpose": "portfolio_analysis",
"table": "portfolio_holdings"
}
],
"decisions_made": [
{
"basis": "behavioral_metrics",
"decision": "risk_classification",
"result": "UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level"
},
{
"basis": "risk_level",
"decision": "campaign_selection",
"result": "UNRESOLVED_risk_based_router.selected_route"
}
],
"encryption_applied": true,
"execution_end": "2025-07-17T09:38:59.101181",
"execution_id": "a98713aa-eb03-48f5-a51d-4bb88a4b13b0",
"execution_start": "UNRESOLVED_EXECUTION_START_TIME",
"retention_period": "7_years",
"rm_employee_id": "123",
"workflow_id": "UNRESOLVED_WORKFLOW_ID",
"workflow_name": "smc_ai_relationship_manager_v2"
},
"audit_trail_created": true,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"audit_trail_created\": true, \"audit_details\": {\"audit_id\": \"AUDIT_20250717093859\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"a98713aa-eb03-48f5-a51d-4bb88a4b13b0\", \"customer_id\": \"1234\", \"rm_employee_id\": \"123\", \"workflow_name\": \"smc_ai_relationship_manager_v2\", \"execution_start\": \"UNRESOLVED_EXECUTION_START_TIME\", \"execution_end\": \"2025-07-17T09:38:59.101181\", \"compliance_status\": \"MAINTAINED\", \"data_access_log\": [{\"table\": \"customer_master\", \"access_time\": \"UNRESOLVED_collect_customer_data.collection_timestamp\", \"purpose\": \"relationship_management\"}, {\"table\": \"portfolio_holdings\", \"access_time\": \"UNRESOLVED_analyze_portfolio.timestamp\", \"purpose\": \"portfolio_analysis\"}], \"decisions_made\": [{\"decision\": \"risk_classification\", \"result\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"basis\": \"behavioral_metrics\"}, {\"decision\": \"campaign_selection\", \"result\": \"UNRESOLVED_risk_based_router.selected_route\", \"basis\": \"risk_level\"}], \"compliance_checks\": [{\"check\": \"sebi_compliance\", \"result\": \"PASSED\", \"timestamp\": \"UNRESOLVED_compliance_check.timestamp\"}, {\"check\": \"no_investment_advice\", \"result\": \"MAINTAINED\", \"timestamp\": \"2025-07-17T09:38:59.101205\"}], \"actions_taken\": [\"data_collection\", \"portfolio_analysis\", \"risk_assessment\", \"campaign_creation\", \"rm_notification\"], \"retention_period\": \"7_years\", \"encryption_applied\": true}, \"storage_location\": \"secure_audit_db\", \"timestamp\": \"2025-07-17T09:38:59.101214\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.709534,
"end_time": "2025-07-17T09:38:59.171781",
"message_sent": true,
"start_time": "2025-07-17T09:38:58.462247",
"timestamp": "2025-07-17T09:38:59.171781",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"audit_trail_created\": true, \"audit_details\": {\"audit_id\": \"AUDIT_20250717093859\", \"workflow_id\": \"UNRESOLVED_WORKFLOW_ID\", \"execution_id\": \"a98713aa-eb03-48f5-a51d-4bb88a4b13b0\", \"customer_id\": \"1234\", \"rm_employee_id\": \"123\", \"workflow_name\": \"smc_ai_relationship_manager_v2\", \"execution_start\": \"UNRESOLVED_EXECUTION_START_TIME\", \"execution_end\": \"2025-07-17T09:38:59.101181\", \"compliance_status\": \"MAINTAINED\", \"data_access_log\": [{\"table\": \"customer_master\", \"access_time\": \"UNRESOLVED_collect_customer_data.collection_timestamp\", \"purpose\": \"relationship_management\"}, {\"table\": \"portfolio_holdings\", \"access_time\": \"UNRESOLVED_analyze_portfolio.timestamp\", \"purpose\": \"portfolio_analysis\"}], \"decisions_made\": [{\"decision\": \"risk_classification\", \"result\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"basis\": \"behavioral_metrics\"}, {\"decision\": \"campaign_selection\", \"result\": \"UNRESOLVED_risk_based_router.selected_route\", \"basis\": \"risk_level\"}], \"compliance_checks\": [{\"check\": \"sebi_compliance\", \"result\": \"PASSED\", \"timestamp\": \"UNRESOLVED_compliance_check.timestamp\"}, {\"check\": \"no_investment_advice\", \"result\": \"MAINTAINED\", \"timestamp\": \"2025-07-17T09:38:59.101205\"}], \"actions_taken\": [\"data_collection\", \"portfolio_analysis\", \"risk_assessment\", \"campaign_creation\", \"rm_notification\"], \"retention_period\": \"7_years\", \"encryption_applied\": true}, \"storage_location\": \"secure_audit_db\", \"timestamp\": \"2025-07-17T09:38:59.101214\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"storage_location": "secure_audit_db",
"task_id": "create_audit_trail",
"timestamp": "2025-07-17T09:38:59.101214"
},
"create_engagement_campaign": {
"campaign_created": true,
"campaign_details": {
"activities": [
{
"date": "2025-07-24",
"duration": "45 minutes",
"topic": "Understanding Market Volatility",
"type": "webinar"
},
{
"duration": "4 weeks",
"frequency": "weekly",
"topic": "Platform Feature Highlights",
"type": "email_series"
},
{
"frequency": "weekly",
"personalized": true,
"topic": "Weekly Market Commentary",
"type": "market_insights"
}
],
"campaign_id": "ENG_1234_20250717",
"campaign_type": "ENGAGEMENT",
"compliance_note": "All content is educational, no investment recommendations",
"content_strategy": {
"compliance_updates": [
"Compliance Requirements"
],
"platform_education": [
"Using Technical Indicators",
"Advanced Order Types Explained"
],
"primary_content": [
"Understanding Market Volatility",
"Basics of Portfolio Diversification",
"Risk Management Strategies",
"Market Timing vs Time in Market"
]
},
"personalization": {
"communication_preference": "email",
"preferred_sectors": [
"IT",
"Banking"
],
"risk_profile": "MODERATE"
},
"priority": "MEDIUM",
"success_metrics": {
"content_consumption_target": "60%",
"platform_login_increase": "40%",
"webinar_attendance": "2 sessions"
}
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"campaign_created\": true, \"campaign_details\": {\"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"priority\": \"MEDIUM\", \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"], \"compliance_updates\": [\"Compliance Requirements\"]}, \"activities\": [{\"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"date\": \"2025-07-24\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"frequency\": \"weekly\", \"duration\": \"4 weeks\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"content_consumption_target\": \"60%\", \"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\"}, \"compliance_note\": \"All content is educational, no investment recommendations\"}, \"execution_ready\": true, \"timestamp\": \"2025-07-17T09:38:56.305010\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.23257,
"end_time": "2025-07-17T09:38:56.374328",
"message_sent": true,
"start_time": "2025-07-17T09:38:55.141758",
"timestamp": "2025-07-17T09:38:56.374328",
"worker_executed": true,
"workers_notified": true
},
"execution_ready": true,
"output": "__OUTPUTS__ {\"campaign_created\": true, \"campaign_details\": {\"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"priority\": \"MEDIUM\", \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"], \"compliance_updates\": [\"Compliance Requirements\"]}, \"activities\": [{\"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"date\": \"2025-07-24\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"frequency\": \"weekly\", \"duration\": \"4 weeks\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"content_consumption_target\": \"60%\", \"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\"}, \"compliance_note\": \"All content is educational, no investment recommendations\"}, \"execution_ready\": true, \"timestamp\": \"2025-07-17T09:38:56.305010\"}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "create_engagement_campaign",
"timestamp": "2025-07-17T09:38:56.305010"
},
"notify_rm": {
"delivery_status": "SUCCESS",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"NOTIF_24294\", \"rm_employee_id\": \"123\", \"customer_id\": \"1234\", \"priority\": \"MEDIUM\", \"notification_type\": \"ACTION_REQUIRED\", \"summary\": \"Customer relationship action required for 1234\", \"compliance_cleared\": true, \"allowed_actions\": [\"Contact customer for service review\", \"Share educational content\", \"Discuss platform features\", \"Address service concerns\"], \"prohibited_actions\": [\"Provide stock recommendations\", \"Guarantee returns\", \"Pressure for investments\", \"Share other client information\"], \"communication_scripts\": {\"opening\": \"I\u0027m calling to review your experience with our services\", \"value_prop\": \"We have some new platform features that might interest you\", \"compliance_reminder\": \"This is a service call, not investment advice\"}, \"channels\": [\"dashboard\", \"email\", \"sms\"], \"timestamp\": \"2025-07-17T09:38:58.348804\"}, \"delivery_status\": \"SUCCESS\", \"rm_response_required\": true}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.69827,
"end_time": "2025-07-17T09:38:58.411654",
"message_sent": true,
"start_time": "2025-07-17T09:38:57.713384",
"timestamp": "2025-07-17T09:38:58.411654",
"worker_executed": true,
"workers_notified": true
},
"notification_details": {
"allowed_actions": [
"Contact customer for service review",
"Share educational content",
"Discuss platform features",
"Address service concerns"
],
"channels": [
"dashboard",
"email",
"sms"
],
"communication_scripts": {
"compliance_reminder": "This is a service call, not investment advice",
"opening": "I\u0027m calling to review your experience with our services",
"value_prop": "We have some new platform features that might interest you"
},
"compliance_cleared": true,
"customer_id": "1234",
"notification_id": "NOTIF_24294",
"notification_type": "ACTION_REQUIRED",
"priority": "MEDIUM",
"prohibited_actions": [
"Provide stock recommendations",
"Guarantee returns",
"Pressure for investments",
"Share other client information"
],
"rm_employee_id": "123",
"summary": "Customer relationship action required for 1234",
"timestamp": "2025-07-17T09:38:58.348804"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"NOTIF_24294\", \"rm_employee_id\": \"123\", \"customer_id\": \"1234\", \"priority\": \"MEDIUM\", \"notification_type\": \"ACTION_REQUIRED\", \"summary\": \"Customer relationship action required for 1234\", \"compliance_cleared\": true, \"allowed_actions\": [\"Contact customer for service review\", \"Share educational content\", \"Discuss platform features\", \"Address service concerns\"], \"prohibited_actions\": [\"Provide stock recommendations\", \"Guarantee returns\", \"Pressure for investments\", \"Share other client information\"], \"communication_scripts\": {\"opening\": \"I\u0027m calling to review your experience with our services\", \"value_prop\": \"We have some new platform features that might interest you\", \"compliance_reminder\": \"This is a service call, not investment advice\"}, \"channels\": [\"dashboard\", \"email\", \"sms\"], \"timestamp\": \"2025-07-17T09:38:58.348804\"}, \"delivery_status\": \"SUCCESS\", \"rm_response_required\": true}\n",
"return_code": 0,
"rm_response_required": true,
"status": "completed",
"stderr": "",
"task_id": "notify_rm"
},
"orchestrate_campaigns": {
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"orchestration_completed\": true, \"orchestration_details\": {\"orchestration_id\": \"ORCH_20250717093857\", \"selected_route\": \"engagement_campaign\", \"campaigns_to_execute\": [{\"type\": \"engagement\", \"campaign\": {\"priority\": \"MEDIUM\", \"activities\": [{\"date\": \"2025-07-24\", \"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"duration\": \"4 weeks\", \"frequency\": \"weekly\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"compliance_note\": \"All content is educational, no investment recommendations\", \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\", \"content_consumption_target\": \"60%\"}, \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"compliance_updates\": [\"Compliance Requirements\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"]}}, \"priority\": \"MEDIUM\"}], \"execution_plan\": {\"immediate_actions\": [], \"scheduled_actions\": [{\"action\": \"execute_campaign\", \"timeline\": \"as_per_schedule\"}], \"monitoring_required\": true}}, \"ready_for_execution\": true, \"timestamp\": \"2025-07-17T09:38:57.613805\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.221533,
"end_time": "2025-07-17T09:38:57.681454",
"message_sent": true,
"start_time": "2025-07-17T09:38:56.459921",
"timestamp": "2025-07-17T09:38:57.681454",
"worker_executed": true,
"workers_notified": true
},
"orchestration_completed": true,
"orchestration_details": {
"campaigns_to_execute": [
{
"campaign": {
"activities": [
{
"date": "2025-07-24",
"duration": "45 minutes",
"topic": "Understanding Market Volatility",
"type": "webinar"
},
{
"duration": "4 weeks",
"frequency": "weekly",
"topic": "Platform Feature Highlights",
"type": "email_series"
},
{
"frequency": "weekly",
"personalized": true,
"topic": "Weekly Market Commentary",
"type": "market_insights"
}
],
"campaign_id": "ENG_1234_20250717",
"campaign_type": "ENGAGEMENT",
"compliance_note": "All content is educational, no investment recommendations",
"content_strategy": {
"compliance_updates": [
"Compliance Requirements"
],
"platform_education": [
"Using Technical Indicators",
"Advanced Order Types Explained"
],
"primary_content": [
"Understanding Market Volatility",
"Basics of Portfolio Diversification",
"Risk Management Strategies",
"Market Timing vs Time in Market"
]
},
"personalization": {
"communication_preference": "email",
"preferred_sectors": [
"IT",
"Banking"
],
"risk_profile": "MODERATE"
},
"priority": "MEDIUM",
"success_metrics": {
"content_consumption_target": "60%",
"platform_login_increase": "40%",
"webinar_attendance": "2 sessions"
}
},
"priority": "MEDIUM",
"type": "engagement"
}
],
"execution_plan": {
"immediate_actions": [],
"monitoring_required": true,
"scheduled_actions": [
{
"action": "execute_campaign",
"timeline": "as_per_schedule"
}
]
},
"orchestration_id": "ORCH_20250717093857",
"selected_route": "engagement_campaign"
},
"output": "__OUTPUTS__ {\"orchestration_completed\": true, \"orchestration_details\": {\"orchestration_id\": \"ORCH_20250717093857\", \"selected_route\": \"engagement_campaign\", \"campaigns_to_execute\": [{\"type\": \"engagement\", \"campaign\": {\"priority\": \"MEDIUM\", \"activities\": [{\"date\": \"2025-07-24\", \"type\": \"webinar\", \"topic\": \"Understanding Market Volatility\", \"duration\": \"45 minutes\"}, {\"type\": \"email_series\", \"topic\": \"Platform Feature Highlights\", \"duration\": \"4 weeks\", \"frequency\": \"weekly\"}, {\"type\": \"market_insights\", \"topic\": \"Weekly Market Commentary\", \"frequency\": \"weekly\", \"personalized\": true}], \"campaign_id\": \"ENG_1234_20250717\", \"campaign_type\": \"ENGAGEMENT\", \"compliance_note\": \"All content is educational, no investment recommendations\", \"personalization\": {\"risk_profile\": \"MODERATE\", \"preferred_sectors\": [\"IT\", \"Banking\"], \"communication_preference\": \"email\"}, \"success_metrics\": {\"webinar_attendance\": \"2 sessions\", \"platform_login_increase\": \"40%\", \"content_consumption_target\": \"60%\"}, \"content_strategy\": {\"primary_content\": [\"Understanding Market Volatility\", \"Basics of Portfolio Diversification\", \"Risk Management Strategies\", \"Market Timing vs Time in Market\"], \"compliance_updates\": [\"Compliance Requirements\"], \"platform_education\": [\"Using Technical Indicators\", \"Advanced Order Types Explained\"]}}, \"priority\": \"MEDIUM\"}], \"execution_plan\": {\"immediate_actions\": [], \"scheduled_actions\": [{\"action\": \"execute_campaign\", \"timeline\": \"as_per_schedule\"}], \"monitoring_required\": true}}, \"ready_for_execution\": true, \"timestamp\": \"2025-07-17T09:38:57.613805\"}\n",
"ready_for_execution": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "orchestrate_campaigns",
"timestamp": "2025-07-17T09:38:57.613805"
},
"risk_based_router": {
"all_conditions_checked": [
{
"condition": "${assess_relationship_risk.risk_assessment.risk_level} == \u0027HIGH\u0027",
"name": "high_risk_path",
"result": false,
"route": "retention_campaign"
},
{
"condition": "${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027",
"name": "medium_risk_path",
"result": true,
"route": "engagement_campaign"
}
],
"duration_seconds": 0.00053,
"ended_at": "2025-07-17T09:38:55.018477",
"evaluation_details": {
"condition_index": 1,
"matched_condition": {
"condition": "${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027",
"name": "medium_risk_path",
"result": true,
"route": "engagement_campaign"
}
},
"execution_details": {
"actual_result": {
"output": "Route selected: engagement_campaign\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"engagement_campaign\", \"route_reason\": \"condition_matched: medium_risk_path\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}, \"condition_index\": 1}, \"all_conditions_checked\": [{\"name\": \"high_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_campaign\"}, {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}], \"duration_seconds\": 0.00053, \"started_at\": \"2025-07-17T09:38:55.017947\", \"ended_at\": \"2025-07-17T09:38:55.018477\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.171229,
"end_time": "2025-07-17T09:38:55.088440",
"message_sent": true,
"start_time": "2025-07-17T09:38:54.917211",
"timestamp": "2025-07-17T09:38:55.088440",
"worker_executed": true,
"workers_notified": true
},
"output": "Route selected: engagement_campaign\n__OUTPUTS__ {\"router_type\": \"condition\", \"selected_route\": \"engagement_campaign\", \"route_reason\": \"condition_matched: medium_risk_path\", \"evaluation_details\": {\"matched_condition\": {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}, \"condition_index\": 1}, \"all_conditions_checked\": [{\"name\": \"high_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027HIGH\u0027\", \"result\": false, \"route\": \"retention_campaign\"}, {\"name\": \"medium_risk_path\", \"condition\": \"${assess_relationship_risk.risk_assessment.risk_level} == \u0027MEDIUM\u0027\", \"result\": true, \"route\": \"engagement_campaign\"}], \"duration_seconds\": 0.00053, \"started_at\": \"2025-07-17T09:38:55.017947\", \"ended_at\": \"2025-07-17T09:38:55.018477\"}",
"return_code": 0,
"route_reason": "condition_matched: medium_risk_path",
"router_type": "condition",
"selected_route": "engagement_campaign",
"started_at": "2025-07-17T09:38:55.017947",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"track_performance": {
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"tracking_completed\": true, \"performance_metrics\": {\"workflow_metrics\": {\"total_execution_time\": \"38 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"error_rate\": 0.0, \"compliance_maintained\": true}, \"business_metrics\": {\"customer_analyzed\": 1, \"risk_identified\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"campaigns_created\": 1, \"potential_revenue_impact\": 27606, \"retention_probability\": \"62%\"}, \"ai_metrics\": {\"model_confidence\": 0.95, \"prediction_accuracy\": \"To be measured post-campaign\", \"data_quality_score\": 0.95}, \"compliance_metrics\": {\"sebi_compliant\": true, \"audit_trail_complete\": true, \"pii_protected\": true, \"consent_verified\": true}}, \"improvement_recommendations\": [\"Expand product recommendation matrix\", \"Add more granular risk factors\"], \"next_execution_scheduled\": null, \"timestamp\": \"2025-07-17T09:38:59.862551\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.722224,
"end_time": "2025-07-17T09:38:59.926122",
"message_sent": true,
"start_time": "2025-07-17T09:38:59.203898",
"timestamp": "2025-07-17T09:38:59.926122",
"worker_executed": true,
"workers_notified": true
},
"improvement_recommendations": [
"Expand product recommendation matrix",
"Add more granular risk factors"
],
"next_execution_scheduled": null,
"output": "__OUTPUTS__ {\"tracking_completed\": true, \"performance_metrics\": {\"workflow_metrics\": {\"total_execution_time\": \"38 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"error_rate\": 0.0, \"compliance_maintained\": true}, \"business_metrics\": {\"customer_analyzed\": 1, \"risk_identified\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"campaigns_created\": 1, \"potential_revenue_impact\": 27606, \"retention_probability\": \"62%\"}, \"ai_metrics\": {\"model_confidence\": 0.95, \"prediction_accuracy\": \"To be measured post-campaign\", \"data_quality_score\": 0.95}, \"compliance_metrics\": {\"sebi_compliant\": true, \"audit_trail_complete\": true, \"pii_protected\": true, \"consent_verified\": true}}, \"improvement_recommendations\": [\"Expand product recommendation matrix\", \"Add more granular risk factors\"], \"next_execution_scheduled\": null, \"timestamp\": \"2025-07-17T09:38:59.862551\"}\n",
"performance_metrics": {
"ai_metrics": {
"data_quality_score": 0.95,
"model_confidence": 0.95,
"prediction_accuracy": "To be measured post-campaign"
},
"business_metrics": {
"campaigns_created": 1,
"customer_analyzed": 1,
"potential_revenue_impact": 27606,
"retention_probability": "62%",
"risk_identified": "UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level"
},
"compliance_metrics": {
"audit_trail_complete": true,
"consent_verified": true,
"pii_protected": true,
"sebi_compliant": true
},
"workflow_metrics": {
"compliance_maintained": true,
"error_rate": 0.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "38 seconds"
}
},
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "track_performance",
"timestamp": "2025-07-17T09:38:59.862551",
"tracking_completed": true
}
},
"track_performance": {
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"tracking_completed\": true, \"performance_metrics\": {\"workflow_metrics\": {\"total_execution_time\": \"38 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"error_rate\": 0.0, \"compliance_maintained\": true}, \"business_metrics\": {\"customer_analyzed\": 1, \"risk_identified\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"campaigns_created\": 1, \"potential_revenue_impact\": 27606, \"retention_probability\": \"62%\"}, \"ai_metrics\": {\"model_confidence\": 0.95, \"prediction_accuracy\": \"To be measured post-campaign\", \"data_quality_score\": 0.95}, \"compliance_metrics\": {\"sebi_compliant\": true, \"audit_trail_complete\": true, \"pii_protected\": true, \"consent_verified\": true}}, \"improvement_recommendations\": [\"Expand product recommendation matrix\", \"Add more granular risk factors\"], \"next_execution_scheduled\": null, \"timestamp\": \"2025-07-17T09:38:59.862551\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.722224,
"end_time": "2025-07-17T09:38:59.926122",
"message_sent": true,
"start_time": "2025-07-17T09:38:59.203898",
"timestamp": "2025-07-17T09:38:59.926122",
"worker_executed": true,
"workers_notified": true
},
"improvement_recommendations": [
"Expand product recommendation matrix",
"Add more granular risk factors"
],
"next_execution_scheduled": null,
"output": "__OUTPUTS__ {\"tracking_completed\": true, \"performance_metrics\": {\"workflow_metrics\": {\"total_execution_time\": \"38 seconds\", \"tasks_completed\": 12, \"tasks_successful\": 12, \"error_rate\": 0.0, \"compliance_maintained\": true}, \"business_metrics\": {\"customer_analyzed\": 1, \"risk_identified\": \"UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level\", \"campaigns_created\": 1, \"potential_revenue_impact\": 27606, \"retention_probability\": \"62%\"}, \"ai_metrics\": {\"model_confidence\": 0.95, \"prediction_accuracy\": \"To be measured post-campaign\", \"data_quality_score\": 0.95}, \"compliance_metrics\": {\"sebi_compliant\": true, \"audit_trail_complete\": true, \"pii_protected\": true, \"consent_verified\": true}}, \"improvement_recommendations\": [\"Expand product recommendation matrix\", \"Add more granular risk factors\"], \"next_execution_scheduled\": null, \"timestamp\": \"2025-07-17T09:38:59.862551\"}\n",
"performance_metrics": {
"ai_metrics": {
"data_quality_score": 0.95,
"model_confidence": 0.95,
"prediction_accuracy": "To be measured post-campaign"
},
"business_metrics": {
"campaigns_created": 1,
"customer_analyzed": 1,
"potential_revenue_impact": 27606,
"retention_probability": "62%",
"risk_identified": "UNRESOLVED_assess_relationship_risk.risk_assessment.risk_level"
},
"compliance_metrics": {
"audit_trail_complete": true,
"consent_verified": true,
"pii_protected": true,
"sebi_compliant": true
},
"workflow_metrics": {
"compliance_maintained": true,
"error_rate": 0.0,
"tasks_completed": 12,
"tasks_successful": 12,
"total_execution_time": "38 seconds"
}
},
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "track_performance",
"timestamp": "2025-07-17T09:38:59.862551",
"tracking_completed": true
}
}