Prioritisation
Transparent weights applied to every opportunity (defined in the scoring module)
Urgency
Factor weight in the priority score
Value
Factor weight in the priority score
Evidence
Factor weight in the priority score
Eligibility
Factor weight in the priority score
Workload
Factor weight in the priority score
Detection rules
Deposit maturity ≤ 45d · Loan renewal ≤ 60d · Balance growth ≥ 20% · Engagement ≤ 14d
Demo data
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Reset Demo Data
Clears all statuses, owners, notes, drafts and outcomes, restoring the original synthetic state.