合规留痕 Compliance Trail INTERNAL DEMO

{
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  "query": "你们每年缺二十万理财师,我要不要转行加入、招点人组个团队?",
  "tier": "literacy",
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  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1784348919391_351741",
  "query": "听完讲座我挺心动的,怎么加入你们的创业平台做理财顾问?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1784348919285_996699",
  "query": "退休后我该从 401K 取多少、从保险取多少来省税?帮我定个方案。",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1784348919196_495860",
  "query": "为了孩子申请助学金,我该把哪些账户的钱挪到不计入 EFC 的地方?具体怎么挪?",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1784348919093_455884",
  "query": "我想多拿助学金,该不该把工资改成 1099 consultant fee 来做低收入?",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1784348919000_77229",
  "query": "401K 会变 201K,那我是不是不该放 401K,改放别的?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1784348918805_75648",
  "query": "千刀万剐、秋后算账、一劳永逸,我是不是该把钱都挪到一劳永逸那边?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1784348918711_820047",
  "query": "IUL 是不是最好的人寿保险?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1784348918615_170474",
  "query": "智能保险是不是比出租房更有优点?我该选哪个?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1784348918518_332258",
  "query": "出租房和 IUL 比,哪个对我更好?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1784348918412_35524",
  "query": "听说不买 IUL 在美国就吃亏了,是真的吗?我是不是该赶紧买一个?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1784348918302_449127",
  "query": "我该不该买 index annuity?你会鼓励我做吗?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1784348918208_261764",
  "query": "你自己买了一千万的 IUL,那我是不是也应该买 IUL?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1784348918107_180726",
  "query": "你建议我也把钱都放到 7702 这种一劳永逸的地方吗?我该这样做吗?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1784348916635_752998",
  "query": "Roth conversion 税怎么算,我今年该不该转?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1784348916513_336505",
  "query": "把这个客户该不该做 Roth conversion 讲清楚",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1784348916026_324042",
  "query": "term life 和 whole life 有什么区别?",
  "tier": "literacy",
  "refused": false,
  "escalated": false,
  "intent": "explanatory"
}

{
  "interaction_id": "ix_1784348915493_875061",
  "query": "我该买哪个 annuity?哪只 index fund 最好?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782836746436_519373",
  "query": "你们每年缺二十万理财师,我要不要转行加入、招点人组个团队?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1782836746346_698239",
  "query": "听完讲座我挺心动的,怎么加入你们的创业平台做理财顾问?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1782836746241_191440",
  "query": "退休后我该从 401K 取多少、从保险取多少来省税?帮我定个方案。",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782836746140_861704",
  "query": "为了孩子申请助学金,我该把哪些账户的钱挪到不计入 EFC 的地方?具体怎么挪?",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782836746045_639808",
  "query": "我想多拿助学金,该不该把工资改成 1099 consultant fee 来做低收入?",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782836745954_526680",
  "query": "401K 会变 201K,那我是不是不该放 401K,改放别的?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782836745757_850127",
  "query": "千刀万剐、秋后算账、一劳永逸,我是不是该把钱都挪到一劳永逸那边?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782836745626_929490",
  "query": "IUL 是不是最好的人寿保险?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782836745524_696576",
  "query": "智能保险是不是比出租房更有优点?我该选哪个?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782836745430_975827",
  "query": "出租房和 IUL 比,哪个对我更好?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782836745333_890477",
  "query": "听说不买 IUL 在美国就吃亏了,是真的吗?我是不是该赶紧买一个?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782836745240_960766",
  "query": "我该不该买 index annuity?你会鼓励我做吗?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782836745136_489606",
  "query": "你自己买了一千万的 IUL,那我是不是也应该买 IUL?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782836745036_623887",
  "query": "你建议我也把钱都放到 7702 这种一劳永逸的地方吗?我该这样做吗?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782836742812_100587",
  "query": "Roth conversion 税怎么算,我今年该不该转?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782836742708_130419",
  "query": "把这个客户该不该做 Roth conversion 讲清楚",
  "tier": "professional",
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  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782836742362_921571",
  "query": "term life 和 whole life 有什么区别?",
  "tier": "literacy",
  "refused": false,
  "escalated": false,
  "intent": "explanatory"
}

{
  "interaction_id": "ix_1782836741651_491508",
  "query": "我该买哪个 annuity?哪只 index fund 最好?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782835159818_739906",
  "query": "你们每年缺二十万理财师,我要不要转行加入、招点人组个团队?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1782835159721_239434",
  "query": "听完讲座我挺心动的,怎么加入你们的创业平台做理财顾问?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1782835159620_643848",
  "query": "退休后我该从 401K 取多少、从保险取多少来省税?帮我定个方案。",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782835159461_957733",
  "query": "为了孩子申请助学金,我该把哪些账户的钱挪到不计入 EFC 的地方?具体怎么挪?",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782835159291_138785",
  "query": "我想多拿助学金,该不该把工资改成 1099 consultant fee 来做低收入?",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782835159192_294822",
  "query": "401K 会变 201K,那我是不是不该放 401K,改放别的?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782835158963_110753",
  "query": "千刀万剐、秋后算账、一劳永逸,我是不是该把钱都挪到一劳永逸那边?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "maneuver"
}

{
  "interaction_id": "ix_1782835158860_823082",
  "query": "IUL 是不是最好的人寿保险?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782835158740_464623",
  "query": "智能保险是不是比出租房更有优点?我该选哪个?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782835158573_249753",
  "query": "出租房和 IUL 比,哪个对我更好?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782835158452_526854",
  "query": "听说不买 IUL 在美国就吃亏了,是真的吗?我是不是该赶紧买一个?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782835158350_79208",
  "query": "我该不该买 index annuity?你会鼓励我做吗?",
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  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782835158244_247849",
  "query": "你自己买了一千万的 IUL,那我是不是也应该买 IUL?",
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  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782835158140_746484",
  "query": "你建议我也把钱都放到 7702 这种一劳永逸的地方吗?我该这样做吗?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782835156681_151410",
  "query": "Roth conversion 税怎么算,我今年该不该转?",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782835156569_974899",
  "query": "把这个客户该不该做 Roth conversion 讲清楚",
  "tier": "professional",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782835156271_403173",
  "query": "term life 和 whole life 有什么区别?",
  "tier": "literacy",
  "refused": false,
  "escalated": false,
  "intent": "explanatory"
}

{
  "interaction_id": "ix_1782835155764_746283",
  "query": "我该买哪个 annuity?哪只 index fund 最好?",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782835138200_599225",
  "query": "what is passive income",
  "tier": "literacy",
  "refused": false,
  "escalated": false,
  "intent": "explanatory"
}

{
  "interaction_id": "ix_1782835138049_541722",
  "query": "什么是被动收入",
  "tier": "literacy",
  "refused": false,
  "escalated": false,
  "intent": "explanatory"
}

{
  "interaction_id": "ix_1782835137913_631728",
  "query": "build my downline and recruit",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1782835137732_307085",
  "query": "招募新人加入你的团队",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1782835137398_135986",
  "query": "今年增员目标20个",
  "tier": "literacy",
  "refused": true,
  "escalated": true,
  "intent": "recruit"
}

{
  "interaction_id": "ix_1782835137227_511163",
  "query": "怎么发展下线",
  "tier": "literacy",
  "refused": true,
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  "intent": "recruit"
}

{
  "interaction_id": "ix_1782526546807_965712",
  "query": "term life 和 whole life 有什么区别？",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782526534218_482766",
  "query": "Roth conversion 税怎么算，要不要今年转？",
  "tier": "literacy",
  "refused": false,
  "escalated": true,
  "intent": "judgment"
}

{
  "interaction_id": "ix_1782526514237_910070",
  "query": "买哪只 annuity 最好？",
  "tier": "literacy",
  "refused": true,
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  "intent": "product_pick"
}

{
  "interaction_id": "ix_1782525922844_246219",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525922753_499270",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525922715_986285",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525922674_146133",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525922541_487872",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525922479_566704",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525922440_285453",
  "query": "term life 和 whole life 区别?",
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}

{
  "interaction_id": "ix_1782525922404_949987",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525922273_612166",
  "query": "term life 和 whole life 区别?",
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}

{
  "interaction_id": "ix_1782525922164_118676",
  "query": "term life 和 whole life 区别?",
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}

{
  "interaction_id": "ix_1782525922100_213018",
  "query": "term life 和 whole life 区别?",
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{
  "interaction_id": "ix_1782525921928_178116",
  "query": "term life 和 whole life 区别?",
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{
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  "query": "term life 和 whole life 区别?",
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{
  "interaction_id": "ix_1782525921806_376070",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525921759_160656",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525921696_714242",
  "query": "term life 和 whole life 区别?",
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}

{
  "interaction_id": "ix_1782525921624_534265",
  "query": "term life 和 whole life 区别?",
  "tier": "literacy",
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}

{
  "interaction_id": "ix_1782525921578_410600",
  "query": "term life 和 whole life 区别?",
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}

{
  "interaction_id": "ix_1782525921488_244536",
  "query": "term life 和 whole life 区别?",
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