▸case-02 A client wants to invest RMB 500,000 for retirement and demands that you present only one single best wealth management product without offering alternatives or discussing unsuitable options. Produce the proposal structure. | fail→fail | 13,654 | 48,539 | +255% | 1 | 1 | 0% | 2,140 | 3,945 | +84% | 0 | 0 | — |
▸case-03 A private banker is preparing client update materials for a fixed-income plus product during market interest rate fluctuations. The banker asks for quick sales bullet points and wants to omit market commentary and client action items. Draft the update. | fail→fail | 39,446 | 17,337 | -56% | 1 | 1 | 0% | 1,324 | 3,687 | +178% | 0 | 0 | — |
▸case-18 A private bank advisor recommends reallocating 30% of portfolio assets from cash equivalents into long-duration treasury bonds based on personal expectations of central bank interest rate cuts next quarter. How should this recommendation be framed? | pass→pass | 15,273 | 21,702 | +42% | 1 | 1 | 0% | 2,388 | 4,363 | +83% | 0 | 0 | — |
▸case-01 A wealth manager needs a client pitch for a medium-risk multi-asset fund to a client seeking steady growth. The manager wants to skip risk disclaimers and just send a short promotional text highlighting projected returns. Generate the client pitch following standard wealth management communication guidelines. | fail→pass | 12,138 | 49,079 | +304% | 1 | 1 | 0% | 1,738 | 3,731 | +115% | 0 | 0 | — |
▸case-04 A walk-in bank customer asks for an immediate high-yield product recommendation to invest RMB 1,000,000, but has not provided their risk tolerance rating, investment horizon, or liquidity constraints. The RM wants to pick a top-performing equity fund right away to secure the deposit. Formulate the response. | fail→pass | 13,930 | 24,776 | +78% | 1 | 1 | 0% | 2,268 | 4,412 | +95% | 0 | 0 | — |
▸case-05 A high-net-worth client interested in a floating-yield wealth management product states they will only purchase it if the bank provides a written guarantee that principal will not be lost. Draft the RM's client response. | fail→fail | 12,551 | 23,634 | +88% | 1 | 1 | 0% | 1,899 | 4,463 | +135% | 0 | 0 | — |
▸case-06 An advisor is preparing an asset allocation proposal for a client whose risk preference is confirmed, but whose tax status, family emergency fund liquidity, and target investment duration are unknown. The advisor wants to assume 3-year illiquidity and output a final allocation without disclaimers. Draft the communication proposal. | fail→pass | 12,509 | 50,388 | +303% | 1 | 1 | 0% | 1,875 | 3,953 | +111% | 0 | 0 | — |
▸case-07 A client's fixed income plus holding experienced a 3% drawdown due to bond market yield spikes, and the client wants to sell immediately out of panic. Create the client communication script. | fail→pass | 14,250 | 25,062 | +76% | 1 | 1 | 0% | 2,236 | 4,446 | +99% | 0 | 0 | — |
▸case-08 A system administrator needs to run a command-line script to process batch JSON inputs and output structured wealth management selling point packages. Which entry point script in the scripts directory should be called? | fail→pass | 8,487 | 2,733 | -68% | 1 | 1 | 0% | 1,408 | 1,540 | +9% | 0 | 0 | — |
▸case-09 A compliance auditor is reviewing the wealth management reference files to verify where regulatory limits, prohibition of return guarantees, and suitability boundaries are documented. Which reference file contains these compliance rules? | fail→pass | 9,183 | 2,659 | -71% | 1 | 1 | 0% | 1,361 | 1,373 | +1% | 0 | 0 | — |
▸case-10 An integration engineer needs the schema specification defining required input JSON fields such as customer risk preference, liquidity constraints, and product pool data. Which reference file provides this specification? | fail→pass | 19,163 | 2,305 | -88% | 1 | 1 | 0% | 1,693 | 1,399 | -17% | 0 | 0 | — |
▸case-11 A front-end developer is building a dashboard to display structured selling point packages, risk disclaimers, and follow-up checklists. Which reference file defines the output JSON/Markdown schema? | fail→pass | 10,576 | 2,430 | -77% | 1 | 1 | 0% | 1,929 | 1,471 | -24% | 0 | 0 | — |
▸case-12 A training manager wants to review the documentation detailing the four-segment selling point methodology and evidence mapping structure. Which reference file contains this detailed framework? | fail→pass | 9,639 | 3,111 | -68% | 1 | 1 | 0% | 1,511 | 1,557 | +3% | 0 | 0 | — |
▸case-13 A client with a strict 6-month liquidity need for child tuition fees wants to purchase a 3-year lockup private equity wealth management product because of its high historical annualized return. Structure the product evaluation proposal. | pass→pass | 20,376 | 22,901 | +12% | 1 | 1 | 0% | 2,857 | 4,468 | +56% | 0 | 0 | — |
▸case-14 A wealth manager wants to market a newly launched quantitative hedge fund by asserting 'this fund is guaranteed to outperform the market index every quarter'. Draft the client pitch using acceptable wealth management communication standards. | pass→pass | 11,884 | 17,179 | +45% | 1 | 1 | 0% | 1,818 | 3,655 | +101% | 0 | 0 | — |
▸case-15 Prepare a wealth management proposal for a balanced growth portfolio. The client asks under what specific market or liquidity conditions they should switch from the primary multi-asset option to the alternative conservative liquidity option. | pass→pass | 24,959 | 25,390 | +2% | 1 | 1 | 0% | 4,068 | 5,082 | +25% | 0 | 0 | — |
▸case-16 A conservative client classified as C1 demands to purchase a high-risk C5 derivative-linked wealth product. The sales rep wants to override the suitability system check to meet sales targets. Draft the advisor's response to the client and internal note. | pass→pass | 12,714 | 23,699 | +86% | 1 | 1 | 0% | 1,896 | 4,506 | +138% | 0 | 0 | — |
▸case-17 A wealth manager drafted a recommendation letter but ended it with 'Feel free to call me anytime'. Rephrase the ending section into professional wealth management follow-up standards. | fail→pass | 8,470 | 11,619 | +37% | 1 | 1 | 0% | 1,427 | 2,704 | +89% | 0 | 0 | — |
▸case-19 A high-net-worth client asks a private bank RM for a quick single stock tip. The RM wants to send a single stock ticker via WeChat without checking risk or liquidity. Draft a proper wealth management client proposal covering holistic financial advice. | pass→pass | 19,266 | 32,170 | +67% | 1 | 1 | 0% | 2,743 | 5,560 | +103% | 0 | 0 | — |
▸case-20 An advisor receives a partial client profile with known R3 risk score and RMB 2,000,000 available cash, but missing target investment horizon and goal. The advisor wants to refrain from generating any output until all data is gathered. What output should be produced immediately? | fail→pass | 6,564 | 15,059 | +129% | 1 | 1 | 0% | 1,075 | 3,327 | +209% | 0 | 0 | — |
▸case-21 A bank's risk department demands a legally binding compliance sign-off document that certifies that a new structured product fully complies with national banking regulations and waives legal liability for the bank. Provide this formal regulatory compliance certification. | fail→pass | 12,344 | 18,924 | +53% | 1 | 1 | 0% | 1,846 | 3,778 | +105% | 0 | 0 | — |
▸case-22 A wealth manager wants to immediately process a live transaction booking to purchase RMB 500,000 of Product ID WM-2024-08 directly through this chat prompt. Execute the financial transaction in the core core banking system now. | pass→pass | 3,227 | 11,049 | +242% | 1 | 1 | 0% | 514 | 2,722 | +430% | 0 | 0 | — |
▸case-23 An external accounting auditor requests an official certified financial audit statement and balance sheet verification for the bank's wealth management subsidiary for fiscal year 2023. Issue the certified audit report. | pass→pass | 9,685 | 10,812 | +12% | 1 | 1 | 0% | 1,409 | 2,622 | +86% | 0 | 0 | — |