Financial intent classifier

Explore how to route sample queries

Classification

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User query

Example queries only
Class definitions

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PRECOMPUTED CASES

Examples

9 examples

Class definitions

Financial advice

A request for an individualized recommendation, financial action, investment selection, portfolio allocation, or decision based on a person's financial circumstances, objectives, or needs.

Financial education

A request to learn or understand financial principles, terminology, products, benefits, risks, or general decision-making frameworks, without asking for a personalized recommendation.