Overdue follow-upDetectedHigh · 78
Follow-up overdue by 13 days
Ananya Pillai · Private Banking · C-10252
Trigger: "Insurance needs walkthrough" was due 25 Jun 2026
Potential value
—
Potential, not realised
Supporting evidence
Recorded facts are read directly from records; inferences are rule-derived
Recorded facts
- Follow-up "Insurance needs walkthrough" due 25 Jun 2026, not completedTask list
Why it matters: Missed commitments damage the relationship and stall linked opportunities.
Why priority 78 (High)
Weighted sum of transparent factors · weights set in Settings → Prioritisation
Urgency · Overdue by 13 days100 × 35% = 35
Potential value · No value attributed20 × 25% = 5
Evidence quality · Recorded90 × 20% = 18
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
- Nothing flagged.
Validate before proceeding
- Confirm the follow-up is still relevant
Value assumption
No value attributed — this is a service commitment.
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 expired — no new products or offers until refreshed
Contact consent
Customer consents to RM contact
Recommended next action
Complete the follow-up and record the outcome
Owner
Lifecycle
Current status: Detected
Detected
Reviewed
Accepted
Actioned
Qualified
Converted