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byteshadow/client_segmenation.json

Created April 5, 2024 23:39
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client segmenation
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client_segmenation.json
[
{
"id": 1,
"name": "Institutional",
"description": "Focuses on institutional clients such as pension funds, mutual funds, and insurance companies.",
"fields": [
{"item_type_id": 1, "field_id": 1, "field": {"id": 1, "name": "ClientType", "label": "Client Type", "description": "Types of institutional clients", "valueType": "picklistString", "inheritable": False, "mandatory": True, "options": ["Pension funds", "Mutual funds", "Insurance companies"]},},
{"item_type_id": 1, "field_id": 2, "field":{"id": 2, "name": "AUM", "label": "Assets Under Management", "description": "Gauge the size and potential of the client", "valueType": "decimal", "inheritable": False, "mandatory": True},},
{"item_type_id": 1, "field_id": 3, "field":{"id": 3, "name": "InvestmentFocus", "label": "Investment Focus", "description": "Focus areas of investment", "valueType": "picklistString", "inheritable": False, "mandatory": True, "options": ["Fixed income", "Equities", "Alternatives"]},},
{"item_type_id": 1, "field_id": 4, "field":{"id": 4, "name": "RelationshipManager", "label": "Relationship Manager", "description": "Primary contact within the bank", "valueType": "string", "inheritable": False, "mandatory": True},}
]
},
{
"id": 2,
"name": "Retail",
"description": "Deals with individual retail clients, offering personal investment advice and products.",
"fields": [
{"item_type_id": 2, "field_id": 5, "field":{"id": 5, "name": "ClientDemographics", "label": "Client Demographics", "description": "Age, income level, investment experience", "valueType": "string", "inheritable": False, "mandatory": True}},
{"item_type_id": 2, "field_id": 6, "field": {"id": 6, "name": "InvestmentObjectives", "label": "Investment Objectives", "description": "Client's investment objectives", "valueType": "picklistString", "inheritable": False, "mandatory": True, "options": ["Growth", "Income", "Preservation of capital"]},},
{"item_type_id": 2, "field_id": 7, "field": {"id": 7, "name": "RiskTolerance", "label": "Risk Tolerance", "description": "Client's risk tolerance level", "valueType": "picklistString", "inheritable": False, "mandatory": True, "options": ["High", "Medium", "Low"]},},
{"item_type_id": 2, "field_id": 8, "field": {"id": 8, "name": "PortfolioSize", "label": "Portfolio Size", "description": "Total value of client’s investment with the bank", "valueType": "decimal", "inheritable": False, "mandatory": True}}
]
},
{
"id": 3,
"name": "Corporate",
"description": "Caters to corporate clients across various industry sectors with tailored financial services.",
"fields": [
{"item_type_id": 3, "field_id": 9, "field": {"id": 9, "name": "IndustrySector", "label": "Industry Sector", "description": "Sector the corporate operates in", "valueType": "picklistString", "inheritable": False, "mandatory": True, "options": ["Technology", "Healthcare", "Finance", "Others"]} },
{"item_type_id": 3, "field_id": 10, "field": {"id": 10, "name": "AnnualRevenue", "label": "Annual Revenue", "description": "Annual revenue to categorize by size or importance", "valueType": "decimal", "inheritable": False, "mandatory": True} },
{"item_type_id": 3, "field_id": 11, "field": {"id": 11, "name": "CapitalStructurePreference", "label": "Capital Structure Preference", "description": "Preferred capital structure", "valueType": "picklistString", "inheritable": False, "mandatory": True, "options": ["Debt", "Equity", "Mixed"]} },
{"item_type_id": 3, "field_id": 12, "field": {"id": 12, "name": "CurrentServicesUsed", "label": "Current Services Used", "description": "Services currently used by the corporate", "valueType": "array", "inheritable": False, "mandatory": True} }
]
},
{
"id": 4,
"name": "Government",
"description": "Provides financial solutions tailored to the unique needs of government entities.",
"fields": [
{"item_type_id": 4, "field_id": 13, "field": {"id": 13, "name": "EntityLevel", "label": "Entity Level", "description": "The level of the government entity", "valueType": "picklistString", "inheritable": False, "mandatory": True, "options": ["Local", "State", "National", "Sovereign"]} },
{"item_type_id": 4, "field_id": 14, "field": {"id": 14, "name": "FundingNeeds", "label": "Funding Needs", "description": "Short-term liquidity or long-term infrastructure projects", "valueType": "string", "inheritable": False, "mandatory": True} },
{"item_type_id": 4, "field_id": 15, "field": {"id": 15, "name": "DebtInstruments", "label": "Debt Instruments", "description": "Types of bonds issued", "valueType": "array", "inheritable": False, "mandatory": True} },
{"item_type_id": 4, "field_id": 16, "field": {"id": 16, "name": "RegulatoryCompliance", "label": "Regulatory Compliance", "description": "Compliance status with relevant regulations", "valueType": "string", "inheritable": False, "mandatory": True} }
]
},
{
"id": 5,
"name": "High Net Worth Individuals",
"description": "Caters to individuals with significant wealth looking for personalized investment and advisory services.",
"fields": [
{
"item_type_id": 5,
"field_id": 17,
"field": { "id": 17, "name": "NetWorthRange", "label": "Net Worth Range", "description": "Net worth range to further segment this category", "valueType": "picklistString", "inheritable": false, "mandatory": true, "options": ["1M-5M", "5M-20M", "20M+"] }
},
{
"item_type_id": 5,
"field_id": 18,
"field": {
"id": 18,
"name": "InvestmentInterests",
"label": "Investment Interests",
"description": "Areas of investment interest",
"valueType": "array",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 5,
"field_id": 19,
"field": {
"id": 19,
"name": "PhilanthropicInterests",
"label": "Philanthropic Interests",
"description": "Philanthropic interests for bespoke advisory services",
"valueType": "string",
"inheritable": false,
"mandatory": false
}
},
{
"item_type_id": 5,
"field_id": 20,
"field": {
"id": 20,
"name": "EstatePlanningNeeds",
"label": "Estate Planning Needs",
"description": "Status of estate planning needs",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
}
]
},
{
"id": 6,
"name": "Product Specialist",
"description": "Focuses on providing expertise in specific financial products or services.",
"fields": [
{
"item_type_id": 6,
"field_id": 21,
"field": {
"id": 21,
"name": "ProductExpertise",
"label": "Product Expertise",
"description": "Specific financial products or services expertise",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 6,
"field_id": 22,
"field": {
"id": 22,
"name": "Clientele",
"label": "Clientele",
"description": "Types of clients served",
"valueType": "picklistString",
"inheritable": false,
"mandatory": true,
"options": ["Institutional", "HNWI", "Corporate"]
}
},
{
"item_type_id": 6,
"field_id": 23,
"field": {
"id": 23,
"name": "PerformanceMetrics",
"label": "Performance Metrics",
"description": "Benchmark achievements, awards",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 6,
"field_id": 24,
"field": {
"id": 24,
"name": "ProductTraining",
"label": "Product Training",
"description": "Certifications, courses completed",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
}
]
},
{
"id": 7,
"name": "Geographic",
"description": "Covers specific geographic areas or countries, offering localized market knowledge.",
"fields": [
{
"item_type_id": 7,
"field_id": 25,
"field": {
"id": 25,
"name": "Region",
"label": "Region",
"description": "Specific areas or countries covered",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 7,
"field_id": 26,
"field": {
"id": 26,
"name": "MarketKnowledge",
"label": "Market Knowledge",
"description": "Expertise in local markets",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 7,
"field_id": 27,
"field": {
"id": 27,
"name": "CulturalCompetency",
"label": "Cultural Competency",
"description": "Languages spoken, cultural training",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 7,
"field_id": 28,
"field": {
"id": 28,
"name": "RegulatoryKnowledge",
"label": "Regulatory Knowledge",
"description": "Familiarity with local regulations and practices",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
}
]
},
{
"id": 8,
"name": "Cross-Asset Solutions",
"description": "Offers integrated solutions across various asset classes to diverse client segments.",
"fields": [
{
"item_type_id": 8,
"field_id": 29,
"field": {
"id": 29,
"name": "AssetClassesCovered",
"label": "Asset Classes Covered",
"description": "Equities, fixed income, commodities, etc.",
"valueType": "array",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 8,
"field_id": 30,
"field": {
"id": 30,
"name": "SolutionTypes",
"label": "Solution Types",
"description": "Tailored, integrated, thematic investments",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 8,
"field_id": 31,
"field": {
"id": 31,
"name": "ClientSegments",
"label": "Client Segments",
"description": "Institutional, HNWI, corporate, etc.",
"valueType": "picklistString",
"inheritable": false,
"mandatory": true,
"options": ["Institutional", "HNWI", "Corporate"]
}
},
{
"item_type_id": 8,
"field_id": 32,
"field": {
"id": 32,
"name": "CrossSellingSuccess",
"label": "Cross-Selling Success",
"description": "Metrics on cross-asset class sales",
"valueType": "string",
"inheritable": false,
"mandatory": true
}
}
]
},
{
"id": 9,
"name": "Prime Brokerage",
"description": "Provides comprehensive services to hedge funds, financial institutions, and large investment clients.",
"fields": [
{
"item_type_id": 9,
"field_id": 33,
"field": {
"id": 33,
"name": "ServicesOffered",
"label": "Services Offered",
"description": "Lending, trade execution, risk management, etc.",
"valueType": "array",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 9,
"field_id": 34,
"field": {
"id": 34,
"name": "ClientTypes",
"label": "Client Types",
"description": "Hedge funds, other financial institutions, large investment clients",
"valueType": "picklistString",
"inheritable": false,
"mandatory": true,
"options": ["Hedge funds", "Financial institutions", "Large investment clients"]
}
},
{
"item_type_id": 9,
"field_id": 35,
"field": {
"id": 35,
"name": "ClientAUM",
"label": "Client AUM",
"description": "To understand the scale of operations",
"valueType": "decimal",
"inheritable": false,
"mandatory": true
}
},
{
"item_type_id": 9,
"field_id": 36,
"field": {
"id": 36,
"name": "ServiceUtilization",
"label": "Service Utilization",
"description": "Which services are most used by the client",
"valueType": "array",
"inheritable": false,
"mandatory": true
}
}
]
}
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