Local demoSynthetic data
AR
Anjali Rao
Sr. Relationship Manager
Engagement eventDetectedLow · 48

Digital product view 7 days ago

Aditya Kapoor · Retail · C-10243
Trigger: Viewed home loan top-up page twice in mobile app
Potential value
—
Potential, not realised

Supporting evidence

Recorded facts are read directly from records; inferences are rule-derived

Recorded facts
  • 1 Jul 2026 · Digital product view: Viewed home loan top-up page twice in mobile appInteraction log
Why it matters: Customer-initiated activity is the best moment for a relevant conversation.

Why priority 48 (Low)

Weighted sum of transparent factors · weights set in Settings → Prioritisation

Urgency · No fixed deadline30 × 35% = 11
Potential value · No value attributed20 × 25% = 5
Evidence quality · Inferred60 × 20% = 12
Eligibility · All checks passed100 × 10% = 10
RM workload · 0 open actions for owner100 × 10% = 10
This is a ranking score, not a probability of conversion.

What remains uncertain

  • Viewing or visiting does not confirm intent

Validate before proceeding

  • Confirm the customer's reason for the interaction

Value assumption

No value attributed until the customer's need is confirmed.

Prepare action

Drafts are for RM review — ProspectIQ never sends messages

Accept the recommendation to prepare drafts.

Notes & action history

History
Detected by rule on 8 Jul 2026. No actions yet.

Eligibility & contact checks

Bank restrictions applied before acting

KYC
KYC is valid
Contact consent
Customer consents to RM contact

Recommended next action

Reach out referencing the recent interaction

Owner

Lifecycle

Current status: Detected

Detected
Reviewed
Accepted
Actioned
Qualified
Converted