Investor demo flow
End-to-end Sprint 1 walkthrough: context → onboarding → ingestion → scoring → reasoning → recommendations → human approval → feedback. No production deployment. Sample Mutual of Omaha IUL data included.
- 1Sign in as Alex (policyholder)
- 2Seed Mutual of Omaha IUL household + verified document
- 3Review conversational profile context
- 4Open agent workspace — scores, grounded Q&A, timeline
- 5Generate advisor/client report + capture feedback