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VALORIS AI Propensity Engine

Enterprise Legal-to-Funeral Cross-Sell Decisioning • Call Center Agent Intelligence
MODEL v0.1 OPERATIONAL ZERO-TRUST COMPLIANCE

Batch Portfolio Scoring Pipeline

Process enterprise customer extracts with full error isolation, default priority ranking, and instant call center dossier generation.
Blank CSV Template
Drag & drop your customer feature snapshot CSV here, or browse files
Compatible with standard Valoris CRM feature extracts • Auto-validated schema
Instant Pre-Scored Portfolios:

Single Customer Scoring Studio

Simulate customer scenarios and generate immediate reason-code trails and call center agent pitch scripts.
1. Customer Identification & As-Of Date
2. Eligibility & Zero-Trust Consent Gates
3. Compliance Suppression Triggers
4. Payment Reliability (20 Points Max)
5. Relationship Tenure & Brand Trust (15 Points Max)
6. Family Responsibility (15 Pts) & Age Alignment (10 Pts)
7. Affordability Alignment (15 Pts) & Engagement (10 Pts)
8. Life-Event Salience (10 Pts) & Product Context (5 Pts)

Model Architecture & Governance Framework

Zero-trust compliance gates, additive evidence weights, and multiplicative persistency down-ranking matrix.

Signal Family Point Allocation (100 Points Total)

Signal Family Allocation Weight Share Behavioral Hypothesis & Audit Rationale

Operational Decision Tiers & Treatment Matrix

Tier Score Range Treatment Policy Action Channel Recommendation

Compliance & Data Governance Protocols

🛡️ Zero Hard-Delete Standard
Strict soft-deletes via timestamped metadata. 30-day legal hold compliance queue before irreversible PII anonymization.
⚡ Pre-Scoring Suppression
Hard gates applied before point accumulation (unresolved complaints, acute hardship, opt-outs) to eliminate rogue contact.
🔍 Full Reason-Code Trail
Every awarded point and suppression decision logged with precise machine-readable reason code and underlying evidence.