Estate Planning Beta Pack: Decision Memory Pack
282 advisor-decision episodes over 275 synthetic households — the same 10 client archetypes as the Estate Planning Beta Pack. Each episode records what triggered the decision, the options weighed, the recommendation, any override and its reason, the outcome, and the IRS/Treasury figures that governed the choice (cited by Rule Sets fact key). Deterministically generated, so every QA task ships with a ground-truth answer key — evaluate an agent-memory pipeline against answers known by construction, not labeled after the fact.
Same client archetypes, full household depth — 200 households with 96-month trajectories.
Every semantic_refs fact key resolves against the live cited reference feed — served over API and MCP.
Use Cases
Technical Highlights
Sample Schema Fields
{
"decision_type": <value>,
"trigger.event_type": <value>,
"options[].label": <value>,
"recommendation": <value>,
"resolution.override_reason": <value>,
"resolution.outcome": <value>,
"semantic_refs[]": <value>,
"_meta.domain_versions": <value>
}Included Archetypes (10)
Related Wealth Data Sets
137 advisor-decision episodes over 277 synthetic households — the same 6 client archetypes as the Reg BI Suitability Audit Pack. Each episode records what triggered the decision, the options weighed, the recommendation, any override and its reason, the outcome, and the IRS/Treasury figures that governed the choice (cited by Rule Sets fact key). Deterministically generated, so every QA task ships with a ground-truth answer key — evaluate an agent-memory pipeline against answers known by construction, not labeled after the fact.
282 advisor-decision episodes over 230 synthetic households — the same 10 client archetypes as the Tax-Loss Harvesting Simulator. Each episode records what triggered the decision, the options weighed, the recommendation, any override and its reason, the outcome, and the IRS/Treasury figures that governed the choice (cited by Rule Sets fact key). Deterministically generated, so every QA task ships with a ground-truth answer key — evaluate an agent-memory pipeline against answers known by construction, not labeled after the fact.
254 advisor-decision episodes over 530 synthetic households — the same 10 client archetypes as the Retirement Income Sequencing Pack. Each episode records what triggered the decision, the options weighed, the recommendation, any override and its reason, the outcome, and the IRS/Treasury figures that governed the choice (cited by Rule Sets fact key). Deterministically generated, so every QA task ships with a ground-truth answer key — evaluate an agent-memory pipeline against answers known by construction, not labeled after the fact.
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