Complete Execution Output (JSON):
{
"analyze_client_profile": {
"analysis_timestamp": "2025-07-17T10:35:35.689516",
"behavioral_patterns": [
"Seeks regular market updates",
"Responds well to research-based recommendations",
"Prefers long-term investments"
],
"confidence_score": 0.82,
"engagement_level": {
"rating": "Medium",
"score": 0.54
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:35.689516\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Medium\"], \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"engagement_level\": {\"score\": 0.54, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.82}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.220595,
"end_time": "2025-07-17T10:35:35.753797",
"message_sent": true,
"start_time": "2025-07-17T10:35:34.533202",
"timestamp": "2025-07-17T10:35:35.753797",
"worker_executed": true,
"workers_notified": true
},
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:35.689516\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Medium\"], \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"engagement_level\": {\"score\": 0.54, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.82}\n",
"primary_segment": "MF_INVESTOR",
"return_code": 0,
"secondary_characteristics": [
"Risk Profile: MODERATE",
"AUM Tier: Premium",
"Trading Activity: Medium"
],
"segment_description": "Mutual Fund Investor",
"status": "completed",
"stderr": "",
"task_id": "analyze_client_profile"
},
"assess_client_risk": {
"assessment_timestamp": "2025-07-17T10:35:36.971086",
"churn_risk_score": 0.28,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:35:36.971086\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.28, \"risk_factors\": [\"No significant risk factors identified\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.72, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.237072,
"end_time": "2025-07-17T10:35:37.045030",
"message_sent": true,
"start_time": "2025-07-17T10:35:35.807958",
"timestamp": "2025-07-17T10:35:37.045030",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-08-16",
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:35:36.971086\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.28, \"risk_factors\": [\"No significant risk factors identified\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.72, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"portfolio_risk": {
"concentration_ratio": 0.6,
"diversification_score": 0.4,
"level": "LOW"
},
"recommended_interventions": [
"Routine check-ins",
"Cross-selling opportunities",
"Loyalty program enrollment",
"Referral incentives"
],
"relationship_health": {
"score": 0.72,
"status": "Healthy"
},
"return_code": 0,
"risk_description": "Stable relationship",
"risk_factors": [
"No significant risk factors identified"
],
"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": "SB987"
},
"behavioral_data": {
"login_frequency": "daily",
"mobile_app_usage": "low",
"research_report_downloads": 15,
"support_interactions": 0,
"webinar_attendance": 4
},
"client_id": "C001",
"communication_preferences": {
"channel": "phone",
"content_type": "product_offers",
"frequency": "monthly"
},
"portfolio": {
"active_loans": 0,
"cash_balance": 97314,
"equity_holdings": 510000,
"insurance_policies": 2,
"mutual_funds": 212500,
"total_aum": 850000
},
"transaction_history": {
"avg_monthly_volume": 78245,
"last_transaction_date": "2025-07-10",
"preferred_segments": [
"equity",
"mutual_funds"
],
"total_trades_ytd": 64,
"trading_frequency": "medium"
}
},
"collection_timestamp": "2025-07-17T10:35:34.434625",
"data_quality_score": 0.99,
"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\": \"SB987\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 2, \"active_loans\": 0, \"total_aum\": 850000, \"cash_balance\": 97314}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-10\", \"avg_monthly_volume\": 78245, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"medium\", \"total_trades_ytd\": 64}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 0, \"webinar_attendance\": 4, \"research_report_downloads\": 15}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"monthly\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:35:34.434625\", \"data_quality_score\": 0.99}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.22485,
"end_time": "2025-07-17T10:35:34.503259",
"message_sent": true,
"start_time": "2025-07-17T10:35:33.278409",
"timestamp": "2025-07-17T10:35:34.503259",
"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\": \"SB987\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 2, \"active_loans\": 0, \"total_aum\": 850000, \"cash_balance\": 97314}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-10\", \"avg_monthly_volume\": 78245, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"medium\", \"total_trades_ytd\": 64}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 0, \"webinar_attendance\": 4, \"research_report_downloads\": 15}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"monthly\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:35:34.434625\", \"data_quality_score\": 0.99}\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": "2025-07-17T10:35:39.747755",
"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": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"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",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"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": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 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"
}
],
"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"
}
],
"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": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"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",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"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": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 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"
}
],
"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"
}
],
"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": "2025-07-17T10:35:39.747863",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:35:39.747755\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:39.747863\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.21237,
"end_time": "2025-07-17T10:35:39.823032",
"message_sent": true,
"start_time": "2025-07-17T10:35:38.610662",
"timestamp": "2025-07-17T10:35:39.823032",
"worker_executed": true,
"workers_notified": true
},
"execution_ready": true,
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:35:39.747755\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:39.747863\"}\n",
"primary_strategy_type": "upsell",
"return_code": 0,
"selected_route": "upsell_path",
"status": "completed",
"stderr": "",
"task_id": "consolidate_strategy_results"
},
"execution_summary": {
"completed_tasks": 12,
"dependencies_detected": false,
"end_time": "2025-07-17T10:35:54.546151",
"execution_mode": "distributed",
"start_time": "2025-07-17T10:35:32.557666",
"total_tasks": 12
},
"generate_performance_metrics": {
"agent_type": "analyst",
"ai_response": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\",\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\": true,\n \"response_positive\": false,\n \"engagement_score\": 0.36,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.23,\n \"time_to_response\": \"4 hours\",\n \"interaction_depth\": \"moderate\",\n \"sentiment_score\": 0.49\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b945000\",\n \"retention_probability_improvement\": \"+25%\",\n \"engagement_score_improvement\": \"+35%\",\n \"cross_sell_opportunities_identified\": 3,\n \"client_satisfaction_impact\": \"+18%\"\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\": true,\n \"escalation_needed\": false,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"send_reminder\"\n },\n \"improvement_recommendations\": [\n \"Enhance data collection frequency for better insights\",\n \"Implement A/B testing for communication strategies\",\n \"Develop more personalized offer generation\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.91\n}\n```",
"execution_details": {
"actual_result": {
"agent_type": "analyst",
"execution_details": {
"agent_type": "analyst",
"input_length": 3834,
"model": "gpt-4o-mini",
"output_length": 1966,
"provider": "openai",
"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"
},
"input_format": "json",
"model_client_id": "gpt4_analytics",
"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\",\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\": true,\n \"response_positive\": false,\n \"engagement_score\": 0.36,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.23,\n \"time_to_response\": \"4 hours\",\n \"interaction_depth\": \"moderate\",\n \"sentiment_score\": 0.49\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b945000\",\n \"retention_probability_improvement\": \"+25%\",\n \"engagement_score_improvement\": \"+35%\",\n \"cross_sell_opportunities_identified\": 3,\n \"client_satisfaction_impact\": \"+18%\"\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\": true,\n \"escalation_needed\": false,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"send_reminder\"\n },\n \"improvement_recommendations\": [\n \"Enhance data collection frequency for better insights\",\n \"Implement A/B testing for communication strategies\",\n \"Develop more personalized offer generation\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.91\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"c32e1342-6b24-437e-b94d-5b36b2296dfe\\\",\\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\\\": true,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.36,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.23,\\n \\\"time_to_response\\\": \\\"4 hours\\\",\\n \\\"interaction_depth\\\": \\\"moderate\\\",\\n \\\"sentiment_score\\\": 0.49\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b945000\\\",\\n \\\"retention_probability_improvement\\\": \\\"+25%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+35%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 3,\\n \\\"client_satisfaction_impact\\\": \\\"+18%\\\"\\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\\\": true,\\n \\\"escalation_needed\\\": false,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"send_reminder\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance data collection frequency for better insights\\\",\\n \\\"Implement A/B testing for communication strategies\\\",\\n \\\"Develop more personalized offer generation\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.91\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1075, \"completion_tokens\": 544, \"total_tokens\": 1619, \"estimated_cost\": {\"amount\": 0.000488, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
"output_format": "json",
"return_code": 0,
"status": "completed",
"stderr": "",
"token_usage": {
"completion_tokens": 544,
"estimated_cost": {
"amount": 0.000488,
"currency": "USD"
},
"model": "gpt-4o-mini",
"prompt_tokens": 1075,
"provider": "openai",
"total_tokens": 1619
}
},
"duration_seconds": 9.295993,
"end_time": "2025-07-17T10:35:53.101946",
"message_sent": true,
"start_time": "2025-07-17T10:35:43.805953",
"timestamp": "2025-07-17T10:35:53.101946",
"worker_executed": true,
"workers_notified": true
},
"model": "gpt-4o-mini",
"model_client_id": "gpt4_analytics",
"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\",\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\": true,\n \"response_positive\": false,\n \"engagement_score\": 0.36,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.23,\n \"time_to_response\": \"4 hours\",\n \"interaction_depth\": \"moderate\",\n \"sentiment_score\": 0.49\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b945000\",\n \"retention_probability_improvement\": \"+25%\",\n \"engagement_score_improvement\": \"+35%\",\n \"cross_sell_opportunities_identified\": 3,\n \"client_satisfaction_impact\": \"+18%\"\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\": true,\n \"escalation_needed\": false,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"send_reminder\"\n },\n \"improvement_recommendations\": [\n \"Enhance data collection frequency for better insights\",\n \"Implement A/B testing for communication strategies\",\n \"Develop more personalized offer generation\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.91\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"c32e1342-6b24-437e-b94d-5b36b2296dfe\\\",\\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\\\": true,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.36,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.23,\\n \\\"time_to_response\\\": \\\"4 hours\\\",\\n \\\"interaction_depth\\\": \\\"moderate\\\",\\n \\\"sentiment_score\\\": 0.49\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b945000\\\",\\n \\\"retention_probability_improvement\\\": \\\"+25%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+35%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 3,\\n \\\"client_satisfaction_impact\\\": \\\"+18%\\\"\\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\\\": true,\\n \\\"escalation_needed\\\": false,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"send_reminder\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance data collection frequency for better insights\\\",\\n \\\"Implement A/B testing for communication strategies\\\",\\n \\\"Develop more personalized offer generation\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.91\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1075, \"completion_tokens\": 544, \"total_tokens\": 1619, \"estimated_cost\": {\"amount\": 0.000488, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
"provider": "openai",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "generate_performance_metrics",
"token_usage": {
"completion_tokens": 544,
"estimated_cost": {
"amount": 0.000488,
"currency": "USD"
},
"model": "gpt-4o-mini",
"prompt_tokens": 1075,
"provider": "openai",
"total_tokens": 1619
}
},
"identify_upsell_opportunities": {
"analysis_timestamp": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9483048\", \"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.224275,
"end_time": "2025-07-17T10:35:38.535753",
"message_sent": true,
"start_time": "2025-07-17T10:35:37.311478",
"timestamp": "2025-07-17T10:35:38.535753",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9483048\", \"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"primary_opportunities": [
{
"priority": "HIGH",
"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "MEDIUM",
"product": "mutual_funds",
"reason": "Portfolio diversification"
},
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
}
],
"product_gap_analysis": {
"expansion_potential": "HIGH",
"missing_products": [
"derivatives",
"sip_plus",
"investment_insurance",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"recommended_approach": {
"method": "Consultative selling with needs analysis",
"success_factors": [
"Demonstrate clear value proposition",
"Address specific client needs",
"Provide trial periods where applicable"
],
"timeline": "3-6 months phased approach"
},
"return_code": 0,
"revenue_potential": {
"cross_sell_probability": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 annually"
},
"status": "completed",
"stderr": "",
"task_id": "identify_upsell_opportunities",
"timing_strategy": {
"future": [
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
},
{
"priority": "LOW",
"product": "equity_trading",
"reason": "Direct market participation"
},
{
"priority": "LOW",
"product": "loans",
"reason": "Against policy loans"
}
],
"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"
}
],
"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\": \"N69578\", \"sub_broker_id\": \"123\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:41.213281\", \"status\": \"SENT\", \"tracking_id\": \"TRK972891\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.439676,
"end_time": "2025-07-17T10:35:41.292928",
"message_sent": true,
"start_time": "2025-07-17T10:35:39.853252",
"timestamp": "2025-07-17T10:35:41.292928",
"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": "N69578",
"notification_type": "UPSELL_OPPORTUNITY",
"priority": "MEDIUM",
"recommendations": {
"analysis_timestamp": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"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",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"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": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 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"
}
],
"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"
}
],
"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": "123",
"timestamp": "2025-07-17T10:35:41.213281",
"tracking_id": "TRK972891"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N69578\", \"sub_broker_id\": \"123\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:41.213281\", \"status\": \"SENT\", \"tracking_id\": \"TRK972891\"}, \"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": "COM17466",
"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": "2025-07-17T11:35:41.226337",
"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\": \"COM17466\", \"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\": \"2025-07-17T11:35:41.226337\", \"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\": 0.95}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.394737,
"end_time": "2025-07-17T10:35:41.334825",
"message_sent": true,
"start_time": "2025-07-17T10:35:39.940088",
"timestamp": "2025-07-17T10:35:41.334825",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM17466\", \"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\": \"2025-07-17T11:35:41.226337\", \"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\": 0.95}\n",
"personalization_score": 0.95,
"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": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
],
"duration_seconds": 0.000808,
"ended_at": "2025-07-17T10:35:37.177081",
"evaluation_details": {
"condition_index": 2,
"matched_condition": {
"condition": "${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\": 0.000808, \"started_at\": \"2025-07-17T10:35:37.176273\", \"ended_at\": \"2025-07-17T10:35:37.177081\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.161636,
"end_time": "2025-07-17T10:35:37.239373",
"message_sent": true,
"start_time": "2025-07-17T10:35:37.077737",
"timestamp": "2025-07-17T10:35:37.239373",
"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\": 0.000808, \"started_at\": \"2025-07-17T10:35:37.176273\", \"ended_at\": \"2025-07-17T10:35:37.177081\"}",
"return_code": 0,
"route_reason": "condition_matched: low_risk_client",
"router_type": "condition",
"selected_route": "upsell_path",
"started_at": "2025-07-17T10:35:37.176273",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"simulate_response_tracking": {
"analysis_timestamp": "2025-07-17T10:35:43.716246",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": true, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_channel\": \"sms\", \"response_type\": \"acceptance\", \"response_time_minutes\": 706, \"engagement_score\": 0.36, \"follow_up_required\": true, \"next_action\": \"send_reminder\"}, \"tracking_metrics\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}, \"analysis_timestamp\": \"2025-07-17T10:35:43.716246\", \"recommendation\": \"Escalate to manager\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.218459,
"end_time": "2025-07-17T10:35:43.778687",
"message_sent": true,
"start_time": "2025-07-17T10:35:42.560228",
"timestamp": "2025-07-17T10:35:43.778687",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": true, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_channel\": \"sms\", \"response_type\": \"acceptance\", \"response_time_minutes\": 706, \"engagement_score\": 0.36, \"follow_up_required\": true, \"next_action\": \"send_reminder\"}, \"tracking_metrics\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}, \"analysis_timestamp\": \"2025-07-17T10:35:43.716246\", \"recommendation\": \"Escalate to manager\"}\n",
"recommendation": "Escalate to manager",
"response_data": {
"campaign_route": "upsell_path",
"client_id": "123",
"engagement_score": 0.36,
"follow_up_required": true,
"has_response": true,
"is_positive": false,
"next_action": "send_reminder",
"response_channel": "sms",
"response_time_minutes": 706,
"response_timestamp": "2025-07-17T10:35:43.716150",
"response_type": "acceptance"
},
"response_tracked": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "simulate_response_tracking",
"tracking_metrics": {
"click_through_rate": 0.23,
"email_open_rate": 0.6,
"interaction_depth": "moderate",
"sentiment_score": 0.49,
"time_to_response": "4 hours"
}
},
"status": "SUCCESS",
"task_outputs": {
"analyze_client_profile": {
"analysis_timestamp": "2025-07-17T10:35:35.689516",
"behavioral_patterns": [
"Seeks regular market updates",
"Responds well to research-based recommendations",
"Prefers long-term investments"
],
"confidence_score": 0.82,
"engagement_level": {
"rating": "Medium",
"score": 0.54
},
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:35.689516\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Medium\"], \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"engagement_level\": {\"score\": 0.54, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.82}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.220595,
"end_time": "2025-07-17T10:35:35.753797",
"message_sent": true,
"start_time": "2025-07-17T10:35:34.533202",
"timestamp": "2025-07-17T10:35:35.753797",
"worker_executed": true,
"workers_notified": true
},
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:35.689516\", \"primary_segment\": \"MF_INVESTOR\", \"segment_description\": \"Mutual Fund Investor\", \"secondary_characteristics\": [\"Risk Profile: MODERATE\", \"AUM Tier: Premium\", \"Trading Activity: Medium\"], \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"engagement_level\": {\"score\": 0.54, \"rating\": \"Medium\"}, \"investment_preferences\": {\"preferred_products\": [\"equity\", \"mutual_funds\"], \"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\"}, \"confidence_score\": 0.82}\n",
"primary_segment": "MF_INVESTOR",
"return_code": 0,
"secondary_characteristics": [
"Risk Profile: MODERATE",
"AUM Tier: Premium",
"Trading Activity: Medium"
],
"segment_description": "Mutual Fund Investor",
"status": "completed",
"stderr": "",
"task_id": "analyze_client_profile"
},
"assess_client_risk": {
"assessment_timestamp": "2025-07-17T10:35:36.971086",
"churn_risk_score": 0.28,
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:35:36.971086\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.28, \"risk_factors\": [\"No significant risk factors identified\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.72, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.237072,
"end_time": "2025-07-17T10:35:37.045030",
"message_sent": true,
"start_time": "2025-07-17T10:35:35.807958",
"timestamp": "2025-07-17T10:35:37.045030",
"worker_executed": true,
"workers_notified": true
},
"next_review_date": "2025-08-16",
"output": "__OUTPUTS__ {\"assessment_timestamp\": \"2025-07-17T10:35:36.971086\", \"risk_level\": \"LOW\", \"risk_description\": \"Stable relationship\", \"churn_risk_score\": 0.28, \"risk_factors\": [\"No significant risk factors identified\"], \"portfolio_risk\": {\"level\": \"LOW\", \"concentration_ratio\": 0.6, \"diversification_score\": 0.4}, \"relationship_health\": {\"score\": 0.72, \"status\": \"Healthy\"}, \"recommended_interventions\": [\"Routine check-ins\", \"Cross-selling opportunities\", \"Loyalty program enrollment\", \"Referral incentives\"], \"next_review_date\": \"2025-08-16\"}\n",
"portfolio_risk": {
"concentration_ratio": 0.6,
"diversification_score": 0.4,
"level": "LOW"
},
"recommended_interventions": [
"Routine check-ins",
"Cross-selling opportunities",
"Loyalty program enrollment",
"Referral incentives"
],
"relationship_health": {
"score": 0.72,
"status": "Healthy"
},
"return_code": 0,
"risk_description": "Stable relationship",
"risk_factors": [
"No significant risk factors identified"
],
"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": "SB987"
},
"behavioral_data": {
"login_frequency": "daily",
"mobile_app_usage": "low",
"research_report_downloads": 15,
"support_interactions": 0,
"webinar_attendance": 4
},
"client_id": "C001",
"communication_preferences": {
"channel": "phone",
"content_type": "product_offers",
"frequency": "monthly"
},
"portfolio": {
"active_loans": 0,
"cash_balance": 97314,
"equity_holdings": 510000,
"insurance_policies": 2,
"mutual_funds": 212500,
"total_aum": 850000
},
"transaction_history": {
"avg_monthly_volume": 78245,
"last_transaction_date": "2025-07-10",
"preferred_segments": [
"equity",
"mutual_funds"
],
"total_trades_ytd": 64,
"trading_frequency": "medium"
}
},
"collection_timestamp": "2025-07-17T10:35:34.434625",
"data_quality_score": 0.99,
"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\": \"SB987\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 2, \"active_loans\": 0, \"total_aum\": 850000, \"cash_balance\": 97314}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-10\", \"avg_monthly_volume\": 78245, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"medium\", \"total_trades_ytd\": 64}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 0, \"webinar_attendance\": 4, \"research_report_downloads\": 15}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"monthly\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:35:34.434625\", \"data_quality_score\": 0.99}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.22485,
"end_time": "2025-07-17T10:35:34.503259",
"message_sent": true,
"start_time": "2025-07-17T10:35:33.278409",
"timestamp": "2025-07-17T10:35:34.503259",
"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\": \"SB987\"}, \"portfolio\": {\"equity_holdings\": 510000, \"mutual_funds\": 212500, \"insurance_policies\": 2, \"active_loans\": 0, \"total_aum\": 850000, \"cash_balance\": 97314}, \"transaction_history\": {\"last_transaction_date\": \"2025-07-10\", \"avg_monthly_volume\": 78245, \"preferred_segments\": [\"equity\", \"mutual_funds\"], \"trading_frequency\": \"medium\", \"total_trades_ytd\": 64}, \"behavioral_data\": {\"login_frequency\": \"daily\", \"mobile_app_usage\": \"low\", \"support_interactions\": 0, \"webinar_attendance\": 4, \"research_report_downloads\": 15}, \"communication_preferences\": {\"channel\": \"phone\", \"frequency\": \"monthly\", \"content_type\": \"product_offers\"}}, \"data_sources\": [\"trading_system\", \"crm\", \"support_system\", \"mobile_app\"], \"collection_timestamp\": \"2025-07-17T10:35:34.434625\", \"data_quality_score\": 0.99}\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": "2025-07-17T10:35:39.747755",
"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": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"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",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"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": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 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"
}
],
"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"
}
],
"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": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"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",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"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": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 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"
}
],
"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"
}
],
"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": "2025-07-17T10:35:39.747863",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:35:39.747755\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:39.747863\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.21237,
"end_time": "2025-07-17T10:35:39.823032",
"message_sent": true,
"start_time": "2025-07-17T10:35:38.610662",
"timestamp": "2025-07-17T10:35:39.823032",
"worker_executed": true,
"workers_notified": true
},
"execution_ready": true,
"output": "__OUTPUTS__ {\"consolidation_completed\": true, \"consolidated_strategies\": {\"consolidation_timestamp\": \"2025-07-17T10:35:39.747755\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:39.747863\"}\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\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\",\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\": true,\n \"response_positive\": false,\n \"engagement_score\": 0.36,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.23,\n \"time_to_response\": \"4 hours\",\n \"interaction_depth\": \"moderate\",\n \"sentiment_score\": 0.49\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b945000\",\n \"retention_probability_improvement\": \"+25%\",\n \"engagement_score_improvement\": \"+35%\",\n \"cross_sell_opportunities_identified\": 3,\n \"client_satisfaction_impact\": \"+18%\"\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\": true,\n \"escalation_needed\": false,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"send_reminder\"\n },\n \"improvement_recommendations\": [\n \"Enhance data collection frequency for better insights\",\n \"Implement A/B testing for communication strategies\",\n \"Develop more personalized offer generation\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.91\n}\n```",
"execution_details": {
"actual_result": {
"agent_type": "analyst",
"execution_details": {
"agent_type": "analyst",
"input_length": 3834,
"model": "gpt-4o-mini",
"output_length": 1966,
"provider": "openai",
"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"
},
"input_format": "json",
"model_client_id": "gpt4_analytics",
"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\",\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\": true,\n \"response_positive\": false,\n \"engagement_score\": 0.36,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.23,\n \"time_to_response\": \"4 hours\",\n \"interaction_depth\": \"moderate\",\n \"sentiment_score\": 0.49\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b945000\",\n \"retention_probability_improvement\": \"+25%\",\n \"engagement_score_improvement\": \"+35%\",\n \"cross_sell_opportunities_identified\": 3,\n \"client_satisfaction_impact\": \"+18%\"\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\": true,\n \"escalation_needed\": false,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"send_reminder\"\n },\n \"improvement_recommendations\": [\n \"Enhance data collection frequency for better insights\",\n \"Implement A/B testing for communication strategies\",\n \"Develop more personalized offer generation\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.91\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"c32e1342-6b24-437e-b94d-5b36b2296dfe\\\",\\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\\\": true,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.36,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.23,\\n \\\"time_to_response\\\": \\\"4 hours\\\",\\n \\\"interaction_depth\\\": \\\"moderate\\\",\\n \\\"sentiment_score\\\": 0.49\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b945000\\\",\\n \\\"retention_probability_improvement\\\": \\\"+25%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+35%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 3,\\n \\\"client_satisfaction_impact\\\": \\\"+18%\\\"\\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\\\": true,\\n \\\"escalation_needed\\\": false,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"send_reminder\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance data collection frequency for better insights\\\",\\n \\\"Implement A/B testing for communication strategies\\\",\\n \\\"Develop more personalized offer generation\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.91\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1075, \"completion_tokens\": 544, \"total_tokens\": 1619, \"estimated_cost\": {\"amount\": 0.000488, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
"output_format": "json",
"return_code": 0,
"status": "completed",
"stderr": "",
"token_usage": {
"completion_tokens": 544,
"estimated_cost": {
"amount": 0.000488,
"currency": "USD"
},
"model": "gpt-4o-mini",
"prompt_tokens": 1075,
"provider": "openai",
"total_tokens": 1619
}
},
"duration_seconds": 9.295993,
"end_time": "2025-07-17T10:35:53.101946",
"message_sent": true,
"start_time": "2025-07-17T10:35:43.805953",
"timestamp": "2025-07-17T10:35:53.101946",
"worker_executed": true,
"workers_notified": true
},
"model": "gpt-4o-mini",
"model_client_id": "gpt4_analytics",
"output": "```json\n{\n \"metrics_generated\": true,\n \"performance_metrics\": {\n \"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\",\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\": true,\n \"response_positive\": false,\n \"engagement_score\": 0.36,\n \"tracking_quality\": {\n \"email_open_rate\": 0.6,\n \"click_through_rate\": 0.23,\n \"time_to_response\": \"4 hours\",\n \"interaction_depth\": \"moderate\",\n \"sentiment_score\": 0.49\n }\n },\n \"business_impact\": {\n \"estimated_revenue_impact\": \"\u20b945000\",\n \"retention_probability_improvement\": \"+25%\",\n \"engagement_score_improvement\": \"+35%\",\n \"cross_sell_opportunities_identified\": 3,\n \"client_satisfaction_impact\": \"+18%\"\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\": true,\n \"escalation_needed\": false,\n \"next_review_date\": \"2025-02-15\",\n \"recommended_action\": \"send_reminder\"\n },\n \"improvement_recommendations\": [\n \"Enhance data collection frequency for better insights\",\n \"Implement A/B testing for communication strategies\",\n \"Develop more personalized offer generation\"\n ]\n },\n \"analytics_timestamp\": \"2025-01-15T10:30:00.000Z\",\n \"report_confidence\": 0.91\n}\n```\n__OUTPUTS__ {\"ai_response\": \"```json\\n{\\n \\\"metrics_generated\\\": true,\\n \\\"performance_metrics\\\": {\\n \\\"execution_id\\\": \\\"c32e1342-6b24-437e-b94d-5b36b2296dfe\\\",\\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\\\": true,\\n \\\"response_positive\\\": false,\\n \\\"engagement_score\\\": 0.36,\\n \\\"tracking_quality\\\": {\\n \\\"email_open_rate\\\": 0.6,\\n \\\"click_through_rate\\\": 0.23,\\n \\\"time_to_response\\\": \\\"4 hours\\\",\\n \\\"interaction_depth\\\": \\\"moderate\\\",\\n \\\"sentiment_score\\\": 0.49\\n }\\n },\\n \\\"business_impact\\\": {\\n \\\"estimated_revenue_impact\\\": \\\"\\u20b945000\\\",\\n \\\"retention_probability_improvement\\\": \\\"+25%\\\",\\n \\\"engagement_score_improvement\\\": \\\"+35%\\\",\\n \\\"cross_sell_opportunities_identified\\\": 3,\\n \\\"client_satisfaction_impact\\\": \\\"+18%\\\"\\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\\\": true,\\n \\\"escalation_needed\\\": false,\\n \\\"next_review_date\\\": \\\"2025-02-15\\\",\\n \\\"recommended_action\\\": \\\"send_reminder\\\"\\n },\\n \\\"improvement_recommendations\\\": [\\n \\\"Enhance data collection frequency for better insights\\\",\\n \\\"Implement A/B testing for communication strategies\\\",\\n \\\"Develop more personalized offer generation\\\"\\n ]\\n },\\n \\\"analytics_timestamp\\\": \\\"2025-01-15T10:30:00.000Z\\\",\\n \\\"report_confidence\\\": 0.91\\n}\\n```\", \"model_client_id\": \"gpt4_analytics\", \"agent_type\": \"analyst\", \"model\": \"gpt-4o-mini\", \"provider\": \"openai\", \"status\": \"completed\", \"token_usage\": {\"prompt_tokens\": 1075, \"completion_tokens\": 544, \"total_tokens\": 1619, \"estimated_cost\": {\"amount\": 0.000488, \"currency\": \"USD\"}, \"model\": \"gpt-4o-mini\", \"provider\": \"openai\"}}",
"provider": "openai",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "generate_performance_metrics",
"token_usage": {
"completion_tokens": 544,
"estimated_cost": {
"amount": 0.000488,
"currency": "USD"
},
"model": "gpt-4o-mini",
"prompt_tokens": 1075,
"provider": "openai",
"total_tokens": 1619
}
},
"identify_upsell_opportunities": {
"analysis_timestamp": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9483048\", \"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.224275,
"end_time": "2025-07-17T10:35:38.535753",
"message_sent": true,
"start_time": "2025-07-17T10:35:37.311478",
"timestamp": "2025-07-17T10:35:38.535753",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"client_id\": \"C001\", \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\"}], \"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\"}]}, \"revenue_potential\": {\"estimated_additional_aum\": \"\\u20b9483048\", \"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\"}, \"recommended_approach\": {\"method\": \"Consultative selling with needs analysis\", \"timeline\": \"3-6 months phased approach\", \"success_factors\": [\"Demonstrate clear value proposition\", \"Address specific client needs\", \"Provide trial periods where applicable\"]}}\n",
"primary_opportunities": [
{
"priority": "HIGH",
"product": "derivatives",
"reason": "Natural progression for equity traders"
},
{
"priority": "MEDIUM",
"product": "mutual_funds",
"reason": "Portfolio diversification"
},
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
}
],
"product_gap_analysis": {
"expansion_potential": "HIGH",
"missing_products": [
"derivatives",
"sip_plus",
"investment_insurance",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"recommended_approach": {
"method": "Consultative selling with needs analysis",
"success_factors": [
"Demonstrate clear value proposition",
"Address specific client needs",
"Provide trial periods where applicable"
],
"timeline": "3-6 months phased approach"
},
"return_code": 0,
"revenue_potential": {
"cross_sell_probability": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 annually"
},
"status": "completed",
"stderr": "",
"task_id": "identify_upsell_opportunities",
"timing_strategy": {
"future": [
{
"priority": "LOW",
"product": "insurance",
"reason": "Risk protection"
},
{
"priority": "LOW",
"product": "equity_trading",
"reason": "Direct market participation"
},
{
"priority": "LOW",
"product": "loans",
"reason": "Against policy loans"
}
],
"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"
}
],
"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\": \"N69578\", \"sub_broker_id\": \"123\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:41.213281\", \"status\": \"SENT\", \"tracking_id\": \"TRK972891\"}, \"delivery_status\": \"SUCCESS\", \"estimated_reach_time\": \"2 minutes\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.439676,
"end_time": "2025-07-17T10:35:41.292928",
"message_sent": true,
"start_time": "2025-07-17T10:35:39.853252",
"timestamp": "2025-07-17T10:35:41.292928",
"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": "N69578",
"notification_type": "UPSELL_OPPORTUNITY",
"priority": "MEDIUM",
"recommendations": {
"analysis_timestamp": "2025-07-17T10:35:38.479827",
"client_id": "C001",
"current_products": [
"equity_trading",
"mutual_funds",
"insurance"
],
"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",
"loans",
"investment_products",
"savings_accounts",
"demat_services",
"research_advisory"
],
"penetration_score": 0.27
},
"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": "70%",
"estimated_additional_aum": "\u20b9483048",
"fee_income_potential": "\u20b911217 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"
}
],
"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"
}
],
"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": "123",
"timestamp": "2025-07-17T10:35:41.213281",
"tracking_id": "TRK972891"
},
"notification_sent": true,
"output": "__OUTPUTS__ {\"notification_sent\": true, \"notification_details\": {\"notification_id\": \"N69578\", \"sub_broker_id\": \"123\", \"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\"}], \"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\"}], \"next_quarter\": [{\"reason\": \"Portfolio diversification\", \"product\": \"mutual_funds\", \"priority\": \"MEDIUM\"}]}, \"current_products\": [\"equity_trading\", \"mutual_funds\", \"insurance\"], \"revenue_potential\": {\"fee_income_potential\": \"\\u20b911217 annually\", \"cross_sell_probability\": \"70%\", \"estimated_additional_aum\": \"\\u20b9483048\"}, \"analysis_timestamp\": \"2025-07-17T10:35:38.479827\", \"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\", \"loans\", \"investment_products\", \"savings_accounts\", \"demat_services\", \"research_advisory\"], \"penetration_score\": 0.27, \"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\": \"2025-07-17T10:35:41.213281\", \"status\": \"SENT\", \"tracking_id\": \"TRK972891\"}, \"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": "COM17466",
"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": "2025-07-17T11:35:41.226337",
"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\": \"COM17466\", \"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\": \"2025-07-17T11:35:41.226337\", \"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\": 0.95}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.394737,
"end_time": "2025-07-17T10:35:41.334825",
"message_sent": true,
"start_time": "2025-07-17T10:35:39.940088",
"timestamp": "2025-07-17T10:35:41.334825",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"communication_prepared\": true, \"communication_details\": {\"communication_id\": \"COM17466\", \"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\": \"2025-07-17T11:35:41.226337\", \"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\": 0.95}\n",
"personalization_score": 0.95,
"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": "${assess_client_risk.risk_level} == \u0027LOW\u0027",
"name": "low_risk_client",
"result": true,
"route": "upsell_path"
}
],
"duration_seconds": 0.000808,
"ended_at": "2025-07-17T10:35:37.177081",
"evaluation_details": {
"condition_index": 2,
"matched_condition": {
"condition": "${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\": 0.000808, \"started_at\": \"2025-07-17T10:35:37.176273\", \"ended_at\": \"2025-07-17T10:35:37.177081\"}",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 0.161636,
"end_time": "2025-07-17T10:35:37.239373",
"message_sent": true,
"start_time": "2025-07-17T10:35:37.077737",
"timestamp": "2025-07-17T10:35:37.239373",
"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\": 0.000808, \"started_at\": \"2025-07-17T10:35:37.176273\", \"ended_at\": \"2025-07-17T10:35:37.177081\"}",
"return_code": 0,
"route_reason": "condition_matched: low_risk_client",
"router_type": "condition",
"selected_route": "upsell_path",
"started_at": "2025-07-17T10:35:37.176273",
"status": "completed",
"stderr": "",
"task_id": "risk_based_router"
},
"simulate_response_tracking": {
"analysis_timestamp": "2025-07-17T10:35:43.716246",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": true, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_channel\": \"sms\", \"response_type\": \"acceptance\", \"response_time_minutes\": 706, \"engagement_score\": 0.36, \"follow_up_required\": true, \"next_action\": \"send_reminder\"}, \"tracking_metrics\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}, \"analysis_timestamp\": \"2025-07-17T10:35:43.716246\", \"recommendation\": \"Escalate to manager\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.218459,
"end_time": "2025-07-17T10:35:43.778687",
"message_sent": true,
"start_time": "2025-07-17T10:35:42.560228",
"timestamp": "2025-07-17T10:35:43.778687",
"worker_executed": true,
"workers_notified": true
},
"output": "__OUTPUTS__ {\"response_tracked\": true, \"response_data\": {\"client_id\": \"123\", \"campaign_route\": \"upsell_path\", \"has_response\": true, \"is_positive\": false, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_channel\": \"sms\", \"response_type\": \"acceptance\", \"response_time_minutes\": 706, \"engagement_score\": 0.36, \"follow_up_required\": true, \"next_action\": \"send_reminder\"}, \"tracking_metrics\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}, \"analysis_timestamp\": \"2025-07-17T10:35:43.716246\", \"recommendation\": \"Escalate to manager\"}\n",
"recommendation": "Escalate to manager",
"response_data": {
"campaign_route": "upsell_path",
"client_id": "123",
"engagement_score": 0.36,
"follow_up_required": true,
"has_response": true,
"is_positive": false,
"next_action": "send_reminder",
"response_channel": "sms",
"response_time_minutes": 706,
"response_timestamp": "2025-07-17T10:35:43.716150",
"response_type": "acceptance"
},
"response_tracked": true,
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "simulate_response_tracking",
"tracking_metrics": {
"click_through_rate": 0.23,
"email_open_rate": 0.6,
"interaction_depth": "moderate",
"sentiment_score": 0.49,
"time_to_response": "4 hours"
}
},
"update_client_profile": {
"data_quality_improvement": "+5%",
"execution_details": {
"actual_result": {
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T10:35:42.387100\", \"risk_level\": \"LOW\", \"risk_score\": 0.28, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.54, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:35:42.387140\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.82, \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:35:42.387166\", \"success_probability\": \"70%\"}}, \"update_timestamp\": \"2025-07-17T10:35:42.387200\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 2.41156,
"end_time": "2025-07-17T10:35:42.454849",
"message_sent": true,
"start_time": "2025-07-17T10:35:40.043289",
"timestamp": "2025-07-17T10:35:42.454849",
"worker_executed": true,
"workers_notified": true
},
"fields_updated": 12,
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T10:35:42.387100\", \"risk_level\": \"LOW\", \"risk_score\": 0.28, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.54, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:35:42.387140\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.82, \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:35:42.387166\", \"success_probability\": \"70%\"}}, \"update_timestamp\": \"2025-07-17T10:35:42.387200\", \"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": "2025-07-17T10:35:42.387166",
"last_action": "upsell_path",
"success_probability": "70%"
},
"ai_insights": {
"behavioral_patterns": [
"Seeks regular market updates",
"Responds well to research-based recommendations",
"Prefers long-term investments"
],
"confidence_score": 0.82,
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
}
},
"analysis_version": "1.0",
"client_id": "123",
"engagement_score": 0.54,
"last_analysis_date": "2025-07-17T10:35:42.387100",
"next_review_date": "2025-08-16T10:35:42.387140",
"recommended_actions": "upsell_path",
"risk_level": "LOW",
"risk_score": 0.28,
"segment": "MF_INVESTOR",
"tags": [
"risk_low",
"segment_mf_investor",
"engagement_medium"
]
},
"update_timestamp": "2025-07-17T10:35:42.387200"
},
"update_learning_model": {
"algorithm_updates": {
"model_performance": {
"f1_score": "81.4%",
"overall_accuracy": "94.1%",
"precision": "85.1%",
"recall": "84.4%"
},
"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\": \"send_reminder\", \"has_response\": true, \"response_type\": \"acceptance\", \"campaign_route\": \"upsell_path\", \"engagement_score\": 0.36, \"response_channel\": \"sms\", \"follow_up_required\": true, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_time_minutes\": 706}, \"success_metrics\": {\"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\", \"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\": true, \"response_positive\": false, \"engagement_score\": 0.36, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b945000\", \"retention_probability_improvement\": \"+25%\", \"engagement_score_improvement\": \"+35%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+18%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": true, \"escalation_needed\": false, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"send_reminder\"}, \"improvement_recommendations\": [\"Enhance data collection frequency for better insights\", \"Implement A/B testing for communication strategies\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.54, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:35:54.430220\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 21% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+1.8%\", \"recommendation_engine\": \"+4.8%\", \"response_prediction\": \"+3.6%\"}, \"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\": \"94.1%\", \"precision\": \"85.1%\", \"recall\": \"84.4%\", \"f1_score\": \"81.4%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:35:54.430338\", \"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\": \"2025-07-17T10:35:54.430396\", \"learning_confidence\": 0.91}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.257753,
"end_time": "2025-07-17T10:35:54.512768",
"message_sent": true,
"start_time": "2025-07-17T10:35:53.255015",
"timestamp": "2025-07-17T10:35:54.512768",
"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: 0.54, \u0027rating\u0027: \u0027Medium\u0027}",
"risk_profile": "MODERATE"
},
"client_segment": "MF_INVESTOR",
"learning_timestamp": "2025-07-17T10:35:54.430220",
"response_outcome": {
"campaign_route": "upsell_path",
"client_id": "123",
"engagement_score": 0.36,
"follow_up_required": true,
"has_response": true,
"is_positive": false,
"next_action": "send_reminder",
"response_channel": "sms",
"response_time_minutes": 706,
"response_timestamp": "2025-07-17T10:35:43.716150",
"response_type": "acceptance"
},
"risk_level": "LOW",
"success_metrics": {
"business_impact": {
"client_satisfaction_impact": "+18%",
"cross_sell_opportunities_identified": 3,
"engagement_score_improvement": "+35%",
"estimated_revenue_impact": "\u20b945000",
"retention_probability_improvement": "+25%"
},
"client_id": "123",
"execution_id": "c32e1342-6b24-437e-b94d-5b36b2296dfe",
"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 data collection frequency for better insights",
"Implement A/B testing for communication strategies",
"Develop more personalized offer generation"
],
"next_actions": {
"escalation_needed": false,
"follow_up_required": true,
"next_review_date": "2025-02-15",
"recommended_action": "send_reminder"
},
"processing_timestamp": "2025-01-15T10:30:00.000Z",
"response_metrics": {
"engagement_score": 0.36,
"response_positive": false,
"response_received": true,
"tracking_quality": {
"click_through_rate": 0.23,
"email_open_rate": 0.6,
"interaction_depth": "moderate",
"sentiment_score": 0.49,
"time_to_response": "4 hours"
}
},
"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": "2025-07-17T10:35:54.430396",
"model_insights": {
"accuracy_improvements": {
"recommendation_engine": "+4.8%",
"response_prediction": "+3.6%",
"risk_assessment_model": "+2.9%",
"segmentation_model": "+1.8%"
},
"patterns_identified": [
"High AUM clients (850000+) show 21% better response to retention offers",
"Clients in Mumbai prefer phone communication",
"MODERATE risk profile clients respond best to educational content"
],
"recommendations_refined": [
"Adjust risk thresholds for better sensitivity",
"Enhance personalization algorithms",
"Improve timing prediction models",
"Optimize communication channel selection"
]
},
"optimization_plans": {
"data_requirements": [
"More historical response data",
"Enhanced behavioral tracking",
"Market condition correlations",
"Competitor analysis integration"
],
"focus_areas": [
"Improve low-engagement client predictions",
"Enhance cross-selling opportunity identification",
"Optimize communication timing",
"Refine retention strategy effectiveness"
],
"next_optimization_cycle": "2025-07-24T10:35:54.430338"
},
"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\": \"send_reminder\", \"has_response\": true, \"response_type\": \"acceptance\", \"campaign_route\": \"upsell_path\", \"engagement_score\": 0.36, \"response_channel\": \"sms\", \"follow_up_required\": true, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_time_minutes\": 706}, \"success_metrics\": {\"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\", \"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\": true, \"response_positive\": false, \"engagement_score\": 0.36, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b945000\", \"retention_probability_improvement\": \"+25%\", \"engagement_score_improvement\": \"+35%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+18%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": true, \"escalation_needed\": false, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"send_reminder\"}, \"improvement_recommendations\": [\"Enhance data collection frequency for better insights\", \"Implement A/B testing for communication strategies\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.54, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:35:54.430220\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 21% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+1.8%\", \"recommendation_engine\": \"+4.8%\", \"response_prediction\": \"+3.6%\"}, \"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\": \"94.1%\", \"precision\": \"85.1%\", \"recall\": \"84.4%\", \"f1_score\": \"81.4%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:35:54.430338\", \"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\": \"2025-07-17T10:35:54.430396\", \"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\": \"2025-07-17T10:35:42.387100\", \"risk_level\": \"LOW\", \"risk_score\": 0.28, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.54, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:35:42.387140\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.82, \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:35:42.387166\", \"success_probability\": \"70%\"}}, \"update_timestamp\": \"2025-07-17T10:35:42.387200\", \"fields_updated\": 12, \"data_quality_improvement\": \"+5%\"}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 2.41156,
"end_time": "2025-07-17T10:35:42.454849",
"message_sent": true,
"start_time": "2025-07-17T10:35:40.043289",
"timestamp": "2025-07-17T10:35:42.454849",
"worker_executed": true,
"workers_notified": true
},
"fields_updated": 12,
"output": "__OUTPUTS__ {\"profile_updated\": true, \"update_details\": {\"client_id\": \"123\", \"last_analysis_date\": \"2025-07-17T10:35:42.387100\", \"risk_level\": \"LOW\", \"risk_score\": 0.28, \"segment\": \"MF_INVESTOR\", \"engagement_score\": 0.54, \"recommended_actions\": \"upsell_path\", \"analysis_version\": \"1.0\", \"next_review_date\": \"2025-08-16T10:35:42.387140\", \"tags\": [\"risk_low\", \"segment_mf_investor\", \"engagement_medium\"], \"ai_insights\": {\"confidence_score\": 0.82, \"behavioral_patterns\": [\"Seeks regular market updates\", \"Responds well to research-based recommendations\", \"Prefers long-term investments\"], \"investment_preferences\": {\"risk_appetite\": \"MODERATE\", \"investment_horizon\": \"Medium-term\", \"preferred_products\": [\"equity\", \"mutual_funds\"]}}, \"action_history\": {\"last_action\": \"upsell_path\", \"action_timestamp\": \"2025-07-17T10:35:42.387166\", \"success_probability\": \"70%\"}}, \"update_timestamp\": \"2025-07-17T10:35:42.387200\", \"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": "2025-07-17T10:35:42.387166",
"last_action": "upsell_path",
"success_probability": "70%"
},
"ai_insights": {
"behavioral_patterns": [
"Seeks regular market updates",
"Responds well to research-based recommendations",
"Prefers long-term investments"
],
"confidence_score": 0.82,
"investment_preferences": {
"investment_horizon": "Medium-term",
"preferred_products": [
"equity",
"mutual_funds"
],
"risk_appetite": "MODERATE"
}
},
"analysis_version": "1.0",
"client_id": "123",
"engagement_score": 0.54,
"last_analysis_date": "2025-07-17T10:35:42.387100",
"next_review_date": "2025-08-16T10:35:42.387140",
"recommended_actions": "upsell_path",
"risk_level": "LOW",
"risk_score": 0.28,
"segment": "MF_INVESTOR",
"tags": [
"risk_low",
"segment_mf_investor",
"engagement_medium"
]
},
"update_timestamp": "2025-07-17T10:35:42.387200"
},
"update_learning_model": {
"algorithm_updates": {
"model_performance": {
"f1_score": "81.4%",
"overall_accuracy": "94.1%",
"precision": "85.1%",
"recall": "84.4%"
},
"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\": \"send_reminder\", \"has_response\": true, \"response_type\": \"acceptance\", \"campaign_route\": \"upsell_path\", \"engagement_score\": 0.36, \"response_channel\": \"sms\", \"follow_up_required\": true, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_time_minutes\": 706}, \"success_metrics\": {\"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\", \"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\": true, \"response_positive\": false, \"engagement_score\": 0.36, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b945000\", \"retention_probability_improvement\": \"+25%\", \"engagement_score_improvement\": \"+35%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+18%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": true, \"escalation_needed\": false, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"send_reminder\"}, \"improvement_recommendations\": [\"Enhance data collection frequency for better insights\", \"Implement A/B testing for communication strategies\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.54, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:35:54.430220\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 21% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+1.8%\", \"recommendation_engine\": \"+4.8%\", \"response_prediction\": \"+3.6%\"}, \"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\": \"94.1%\", \"precision\": \"85.1%\", \"recall\": \"84.4%\", \"f1_score\": \"81.4%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:35:54.430338\", \"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\": \"2025-07-17T10:35:54.430396\", \"learning_confidence\": 0.91}\n",
"return_code": 0,
"status": "completed",
"stderr": ""
},
"duration_seconds": 1.257753,
"end_time": "2025-07-17T10:35:54.512768",
"message_sent": true,
"start_time": "2025-07-17T10:35:53.255015",
"timestamp": "2025-07-17T10:35:54.512768",
"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: 0.54, \u0027rating\u0027: \u0027Medium\u0027}",
"risk_profile": "MODERATE"
},
"client_segment": "MF_INVESTOR",
"learning_timestamp": "2025-07-17T10:35:54.430220",
"response_outcome": {
"campaign_route": "upsell_path",
"client_id": "123",
"engagement_score": 0.36,
"follow_up_required": true,
"has_response": true,
"is_positive": false,
"next_action": "send_reminder",
"response_channel": "sms",
"response_time_minutes": 706,
"response_timestamp": "2025-07-17T10:35:43.716150",
"response_type": "acceptance"
},
"risk_level": "LOW",
"success_metrics": {
"business_impact": {
"client_satisfaction_impact": "+18%",
"cross_sell_opportunities_identified": 3,
"engagement_score_improvement": "+35%",
"estimated_revenue_impact": "\u20b945000",
"retention_probability_improvement": "+25%"
},
"client_id": "123",
"execution_id": "c32e1342-6b24-437e-b94d-5b36b2296dfe",
"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 data collection frequency for better insights",
"Implement A/B testing for communication strategies",
"Develop more personalized offer generation"
],
"next_actions": {
"escalation_needed": false,
"follow_up_required": true,
"next_review_date": "2025-02-15",
"recommended_action": "send_reminder"
},
"processing_timestamp": "2025-01-15T10:30:00.000Z",
"response_metrics": {
"engagement_score": 0.36,
"response_positive": false,
"response_received": true,
"tracking_quality": {
"click_through_rate": 0.23,
"email_open_rate": 0.6,
"interaction_depth": "moderate",
"sentiment_score": 0.49,
"time_to_response": "4 hours"
}
},
"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": "2025-07-17T10:35:54.430396",
"model_insights": {
"accuracy_improvements": {
"recommendation_engine": "+4.8%",
"response_prediction": "+3.6%",
"risk_assessment_model": "+2.9%",
"segmentation_model": "+1.8%"
},
"patterns_identified": [
"High AUM clients (850000+) show 21% better response to retention offers",
"Clients in Mumbai prefer phone communication",
"MODERATE risk profile clients respond best to educational content"
],
"recommendations_refined": [
"Adjust risk thresholds for better sensitivity",
"Enhance personalization algorithms",
"Improve timing prediction models",
"Optimize communication channel selection"
]
},
"optimization_plans": {
"data_requirements": [
"More historical response data",
"Enhanced behavioral tracking",
"Market condition correlations",
"Competitor analysis integration"
],
"focus_areas": [
"Improve low-engagement client predictions",
"Enhance cross-selling opportunity identification",
"Optimize communication timing",
"Refine retention strategy effectiveness"
],
"next_optimization_cycle": "2025-07-24T10:35:54.430338"
},
"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\": \"send_reminder\", \"has_response\": true, \"response_type\": \"acceptance\", \"campaign_route\": \"upsell_path\", \"engagement_score\": 0.36, \"response_channel\": \"sms\", \"follow_up_required\": true, \"response_timestamp\": \"2025-07-17T10:35:43.716150\", \"response_time_minutes\": 706}, \"success_metrics\": {\"execution_id\": \"c32e1342-6b24-437e-b94d-5b36b2296dfe\", \"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\": true, \"response_positive\": false, \"engagement_score\": 0.36, \"tracking_quality\": {\"email_open_rate\": 0.6, \"click_through_rate\": 0.23, \"time_to_response\": \"4 hours\", \"interaction_depth\": \"moderate\", \"sentiment_score\": 0.49}}, \"business_impact\": {\"estimated_revenue_impact\": \"\\u20b945000\", \"retention_probability_improvement\": \"+25%\", \"engagement_score_improvement\": \"+35%\", \"cross_sell_opportunities_identified\": 3, \"client_satisfaction_impact\": \"+18%\"}, \"success_indicators\": {\"data_collection\": \"SUCCESS\", \"risk_assessment\": \"SUCCESS\", \"recommendations\": \"SUCCESS\", \"notifications\": \"SUCCESS\", \"communication\": \"SUCCESS\", \"tracking\": \"SUCCESS\"}, \"next_actions\": {\"follow_up_required\": true, \"escalation_needed\": false, \"next_review_date\": \"2025-02-15\", \"recommended_action\": \"send_reminder\"}, \"improvement_recommendations\": [\"Enhance data collection frequency for better insights\", \"Implement A/B testing for communication strategies\", \"Develop more personalized offer generation\"]}, \"client_characteristics\": {\"aum\": 850000, \"age\": 45, \"risk_profile\": \"MODERATE\", \"engagement_level\": \"{\u0027score\u0027: 0.54, \u0027rating\u0027: \u0027Medium\u0027}\"}, \"learning_timestamp\": \"2025-07-17T10:35:54.430220\"}, \"model_insights\": {\"patterns_identified\": [\"High AUM clients (850000+) show 21% better response to retention offers\", \"Clients in Mumbai prefer phone communication\", \"MODERATE risk profile clients respond best to educational content\"], \"accuracy_improvements\": {\"risk_assessment_model\": \"+2.9%\", \"segmentation_model\": \"+1.8%\", \"recommendation_engine\": \"+4.8%\", \"response_prediction\": \"+3.6%\"}, \"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\": \"94.1%\", \"precision\": \"85.1%\", \"recall\": \"84.4%\", \"f1_score\": \"81.4%\"}}, \"optimization_plans\": {\"next_optimization_cycle\": \"2025-07-24T10:35:54.430338\", \"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\": \"2025-07-17T10:35:54.430396\", \"learning_confidence\": 0.91}\n",
"return_code": 0,
"status": "completed",
"stderr": "",
"task_id": "update_learning_model"
}
}