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// advisor-brief / mocked data

Mocked data

The three JSON files that stand in for real CRM, calendar, and market-data sources in the prototype. All advisor email addresses have been replaced with a generic placeholder. Household names, dollar figures, and meeting notes are fictitious.

meetings.json

The meeting list the workflow iterates over. In production this is replaced by an Outlook Calendar connector pulling the advisor's actual schedule.

[
  {
    "meeting_id": "MTG-2026-05-08-001",
    "household_id": "HH-001",
    "datetime": "2026-05-08T10:00:00",
    "subject": "Q2 review and Roth conversion follow-up",
    "advisor_email": "advisor@example.com"
  },
  {
    "meeting_id": "MTG-2026-05-08-002",
    "household_id": "HH-002",
    "datetime": "2026-05-08T13:30:00",
    "subject": "Annual review — concentrated stock and 529 plan",
    "advisor_email": "advisor@example.com"
  }
]

households.json

The mocked CRM. Three fictitious households with portfolio composition, last-meeting notes, and flagged life events. In production this is replaced by a connector to the firm's actual CRM (Redtail, Salesforce Financial Services Cloud, Wealthbox, etc.).

[
  {
    "household_id": "HH-001",
    "household_name": "Henderson Family Trust",
    "primary_contact": {
      "name": "Margaret Henderson",
      "age": 62,
      "occupation": "RN"
    },
    "secondary_contact": {
      "name": "David Henderson",
      "age": 64,
      "occupation": "Recently retired (construction)"
    },
    "household_composition": "Margaret and David, adult children Sarah (32) and Jake (29), one grandchild (Sarah's son, age 4)",
    "aum": 4200000,
    "accounts": [
      {
        "type": "Joint taxable brokerage",
        "balance": 2100000
      },
      {
        "type": "David's IRA",
        "balance": 1400000
      },
      {
        "type": "Margaret's IRA",
        "balance": 600000
      },
      {
        "type": "529 (grandchild)",
        "balance": 100000
      }
    ],
    "target_allocation": {
      "equity": 0.55,
      "fixed_income": 0.35,
      "alternatives": 0.1
    },
    "current_allocation": {
      "equity": 0.62,
      "fixed_income": 0.3,
      "alternatives": 0.08
    },
    "ytd_performance": {
      "household": 0.092,
      "benchmark": 0.086
    },
    "last_meeting_date": "2026-01-14",
    "last_meeting_notes": "Discussed retirement transition. David's company sale closed November 2025; $2.8M post-tax proceeds parked in money market awaiting deployment plan. Margaret considering retiring from nursing summer 2026. Family asked about Roth conversion strategy in the new lower-tax window post-business-sale. Also wanted to revisit estate planning — existing trust documents are 8 years old, predate grandchild and the liquidity event. Promised Roth conversion analysis by end of January (sent 1/22). No follow-up confirmation received yet.",
    "flagged_life_events": [
      "David retired Nov 2025 (sold construction company, $2.8M post-tax proceeds)",
      "Margaret planning retirement summer 2026",
      "Sarah's wedding fund target $50K by 2027",
      "Grandchild 529 ramp underway"
    ],
    "advisor_email": "advisor@example.com"
  },
  {
    "household_id": "HH-002",
    "household_name": "Tanaka Household",
    "primary_contact": {
      "name": "Kenji Tanaka",
      "age": 41,
      "occupation": "Senior Software Engineer (publicly traded tech)"
    },
    "secondary_contact": {
      "name": "Hannah Tanaka",
      "age": 38,
      "occupation": "Pediatric dentist (own practice)"
    },
    "household_composition": "Kenji, Hannah, two children (ages 9 and 6)",
    "aum": 1850000,
    "accounts": [
      {
        "type": "Joint taxable brokerage",
        "balance": 420000
      },
      {
        "type": "Kenji's 401(k)",
        "balance": 580000
      },
      {
        "type": "Hannah's solo 401(k)",
        "balance": 290000
      },
      {
        "type": "Joint Roth IRAs",
        "balance": 180000
      },
      {
        "type": "Kenji's vested concentrated employer stock",
        "balance": 380000
      },
      {
        "type": "529s (two children)",
        "balance": null
      }
    ],
    "target_allocation": {
      "equity": 0.8,
      "fixed_income": 0.15,
      "alternatives": 0.05
    },
    "current_allocation": {
      "equity": 0.86,
      "fixed_income": 0.11,
      "alternatives": 0.03
    },
    "ytd_performance": {
      "household": 0.108,
      "benchmark": 0.086
    },
    "last_meeting_date": "2025-11-20",
    "last_meeting_notes": "Concentrated position in employer stock (~21% of liquid net worth) is the key open issue. Discussed 10b5-1 plan to systematically diversify but Kenji expressed reluctance — believes in the company long term. Agreed to revisit at next review. Hannah's practice cash flow stable. 529 funding has been inconsistent across years — family wants a systematic plan. Private school decision for older child pending for 2026-27 academic year, may impact savings rate.",
    "flagged_life_events": [
      "Concentrated employer stock — 21% of liquid net worth",
      "529 funding inconsistent, needs systematic plan",
      "Private school decision pending for 2026-27 school year"
    ],
    "advisor_email": "advisor@example.com"
  },
  {
    "household_id": "HH-003",
    "household_name": "Marie Caldwell",
    "primary_contact": {
      "name": "Marie Caldwell",
      "age": 53,
      "occupation": "VP Operations, regional manufacturer"
    },
    "secondary_contact": null,
    "household_composition": "Single (divorced 2018), one adult son (28, financially independent)",
    "aum": 2800000,
    "accounts": [
      {
        "type": "Taxable brokerage",
        "balance": 1400000
      },
      {
        "type": "401(k)",
        "balance": 980000
      },
      {
        "type": "Roth IRA",
        "balance": 240000
      },
      {
        "type": "Inherited IRA (from mother, deceased Sept 2024)",
        "balance": 180000
      }
    ],
    "target_allocation": {
      "equity": 0.65,
      "fixed_income": 0.3,
      "alternatives": 0.05
    },
    "current_allocation": {
      "equity": 0.64,
      "fixed_income": 0.31,
      "alternatives": 0.05
    },
    "ytd_performance": {
      "household": 0.087,
      "benchmark": 0.086
    },
    "last_meeting_date": "2026-03-08",
    "last_meeting_notes": "Inherited IRA RMD schedule reviewed (10-year rule applies, mother passed Sept 2024, full distribution required by 2034). Marie targeting age 60 retirement, wants to model various scenarios. Discussed long-term care insurance — interested but hasn't acted. Mentioned considering relocation to Bend, Oregon in retirement to be near her son.",
    "flagged_life_events": [
      "Inherited IRA from mother (10-year drawdown deadline 2034)",
      "Targeting age 60 retirement (~7 years out)",
      "Considering relocation to Bend, OR in retirement",
      "LTC insurance interest, no action taken"
    ],
    "advisor_email": "advisor@example.com"
  }
]

market_brief.json

A static daily summary stitched into every brief's prompt as the [MARKET] context. In production this is replaced by a daily-refresh pull from an internal research feed or a vendor like FactSet or Bloomberg.

{
  "date": "2026-05-07",
  "brief_text": "S&P 500 +0.4% to 5,892. 10-year Treasury 4.18% (-3 bps). Sector leaders: Energy (+1.8%), Industrials (+0.9%). Laggards: Utilities (-0.6%), Consumer Staples (-0.2%). Brent crude +2.4% on supply concerns. Regional bank index KRE -0.8% on weaker CRE commentary at peer earnings. Fed minutes released this afternoon read as moderately dovish, 2-year yield modestly lower. Earnings: Disney beat after close, NVDA reports next week."
}