LP 邮件自动分类意图并关联该投资者的实时资本账户数据(context card)。只分诊不代发——机器绝不自动回复任何邮件;投诉与低置信自动升级人工。
| Id | From | Subject | Intent | Context | Status |
|---|---|---|---|---|---|
| E01 | ops@evergreenfo.com | Q3 NAV | nav_query | Evergreen Family Office Ltd · capital 15,730,000 | queued |
| E02 | chan.tm@gmail.com | 赎回款项 | redemption_status | unmatched | queued |
| E03 | finance@pacificrim.com | Capital call notice ref call-3 | capital_call_query | Pacific Rim Holdings Ltd · capital 9,831,250 | queued |
| E04 | audit@meridiancap.com | Audit confirmation | document_request | Meridian Capital Ltd · capital 5,898,750 | queued |
| E05 | compliance@evergreenfo.com | Updated passport copies | kyc_documents | unmatched | queued |
| E06 | chan.tm@gmail.com | Very disappointed | complaint | Chan Tai Man · capital 7,865,000 | escalated |
| E07 | ir@meridiancap.com | NAV per unit | nav_query | Meridian Capital Ltd · capital 5,898,750 | queued |
| E08 | ops@pacificrim.com | Wire sent | capital_call_query | Pacific Rim Holdings Ltd · capital 9,831,250 | queued |
| E09 | tax@evergreenfo.com | CRS self-certification | kyc_documents | unmatched | queued |
| E10 | newsletter@fintechdaily.com | Webinar invitation | other | unmatched | queued |
| E11 | chan.tm@gmail.com | 文件索取 | document_request | unmatched | queued |
| E12 | ops@evergreenfo.com | Redemption request status | redemption_status | unmatched | queued |