{"generated_at":"2026-11-01T09:17:49.526141Z","case":{"case_id":"CASE-64EF26DE8FA4","case_version":3,"environment":"demo","locale":"en","jurisdiction":"TW","market_config_id":"TW-DEMO-1.0","customer_id":"CASE-64EF26DE8FA4","case_status":"risk_complete","created_at":"2026-10-26T03:17:39.051164Z","updated_at":"2026-10-26T03:27:58.530019Z","discovery":{"customer_profile":{"customer_id":"CASE-64EF26DE8FA4","investor_classification":null,"existing_holdings_summary":null},"financial_discovery":{"investable_amount":{"amount":"750000","currency":"USD","availability":"provided"},"horizon_months":84,"horizon_availability":"provided","annual_withdrawal":{"amount":"0","currency":"USD","availability":"provided"},"liquidity_reserve":{"amount":"250000","currency":"USD","availability":"provided"}},"objectives_preferences":{"ranked_objectives":["Wealth Creation","Capital Preservation"],"preferred_currencies":["TWD","USD","SGD"],"geographic_preference":"Global","sector_preference":null,"esg_preference":null,"prohibited_products_or_markets":null},"risk_inputs":{"tolerance_score":4,"capacity_score":4,"knowledge_score":4,"liquidity_score":4,"maximum_drawdown_tolerance_pct":"15","reaction_to_previous_losses":"Sold weak performers and added to existing performing stocks"}}},"interview_transcript":{"transcript_version":1,"case_id":"CASE-64EF26DE8FA4","source_case_version":1,"locale":"en","input_mode":"pasted_text","source_filename":null,"source_media_type":null,"protected_transcript_sha256":"3e9346a78a5c40d7a4515a83573cef2231e3ea074785df129f520b3fda517175","protected_transcript_character_count":1672,"redacted_projection_text":"RM: Today is about your own portfolio and goals. 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My father can provide perspective, but I want advice that explains the alternatives and lets me make an informed choice.\r\n\r\nRM: We will document the relevant family relationship, keep your portfolio objectives distinct, and return with portfolio options that show their diversification, liquidity, and risk trade-offs."},"transcript_proposal":{"proposal_version":1,"case_id":"CASE-64EF26DE8FA4","source_case_version":1,"source_transcript_version":1,"proposals":{"facts":[{"code":"INTERVIEW_SUMMARY","field_path":"reviewed_context.interview_summary","proposed_value":"Client Elaine Chen stated she will manage a personal USD 2,500,000 portfolio separate from Chen Family Holdings Ltd, where her father Mr Chen owns 100%. 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