Alliance AI Platform: The Group's platform for building, governing and reusing AI

Prompt template

4 variables

Explain a lead score from lead-priority-scorer to the relationship manager who owns the lead, in three short bullet points and one suggested next action.

Lead: {lead_ref}
Product of interest: {product}
Conversion probability and band: {score}
Top drivers (from the model's explanation output):
{drivers}

Rules: talk about behaviour and engagement, never about protected attributes. Do not suggest contacting a customer who has not given marketing consent.

{lead_ref}{product}{score}{drivers}

Playground

Simulated sandbox

{lead_ref}{product}{score}{drivers}

Example input & output

Example input

{lead_ref}: LD-2026-118402 (customer ref C-00527716, marketing consent: yes)
{product}: Home financing refinance
{score}: 0.71, Priority A
{drivers}: +0.18 viewed refinance calculator 3 times in 7 days; +0.11 salary credited to the Bank for 24 months; +0.07 existing credit card in good standing; -0.05 no response to last email campaign

Example output

- Strong recent intent: the customer used the refinance calculator three times this week. - Established relationship: salary has been credited to the Bank for two years and their credit card is in good standing. - One cooling signal: they did not respond to the last email, so a call is likely to work better than another email. Suggested next action: call within 2 business days with an indicative refinance rate, and book a branch appointment if they are interested.

Ownership and sensitivity

Owned by

Consumer Banking Customer Analytics & CRM

Accountable owner: Mei Ling Tan

Who approves access

Owner, Customer Analytics & CRM, Mei Ling Tan

In Grow the customer book

Confidential

Business-sensitive. Models and data products scoped to named business units.

Entitlement per business unit, approved by the owner; conditions attach.

Customer PII: Contains or processes personal data about customers (PDPA 2010).
GenAI: Generates text; prompt screening for customer data and output review apply.

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Lead Score Explainer