{
  "clientId": "string",
  "clientDetails": {
    "name": {
      "firstName": "string",
      "lastName": "string",
      "salutation": "string",
      "nickname": "string"
    },
    "address": {
      "street": "string",
      "city": "string",
      "stateProvince": "string",
      "postalCode": "string",
      "country": "string"
    },
    "contact": {
      "phoneNumbers": [
        {
          "type": "string",
          "number": "string"
        }
      ],
      "emails": [
        {
          "type": "string",
          "address": "string"
        }
      ]
    },
    "dateOfBirth": "YYYY-MM-DD",
    "maritalStatus": "string",
    "nationality": "string"
  },
  "relatedParties": [
    {
      "name": {
        "firstName": "string",
        "lastName": "string"
      },
      "relationship": "string",
      "dateOfBirth": "YYYY-MM-DD",
      "contact": {
        "phoneNumbers": [
          {
            "type": "string",
            "number": "string"
          }
        ],
        "emails": [
          {
            "type": "string",
            "address": "string"
          }
        ]
      }
    }
  ],
  "financialSummary": {
    "totalBalance": {
      "currency": "string",
      "amount": "number"
    },
    "InvestmentAccountDetails": [
      {
        "accountId": "string",
        "accountType": "string",
        "currency": "string",
        "balance": "number",
        "isManagedProduct": "boolean",
        "feesInBasisPoints": "number"
      }
    ],
    "BankingAccountDetails": [
      {
        "accountId": "string",
        "accountType": "string",
        "bankName": "string",
        "currency": "string",
        "currentBalance": "number",
        "availableBalance": "number"
      }
    ],
    "LoanAccountDetails": [
      {
        "loanId": "string",
        "loanType": "string",
        "lender": "string",
        "originalAmount": "number",
        "outstandingBalance": "number",
        "interestRate": "number",
        "nextPaymentDate": "YYYY-MM-DD",
        "minimumPaymentAmount": "number"
      }
    ]
  },
  "InvestmentPortfolio": {
    "positions": [
      {
        "accountId": "string",
        "assetId": "string",
        "assetType": "string",
        "symbol": "string",
        "quantity": "number",
        "currentPrice": {
          "currency": "string",
          "amount": "number"
        },
        "marketValue": {
          "currency": "string",
          "amount": "number"
        }
      }
    ],
    "cashHoldings": [
      {
        "currency": "string",
        "amount": "number",
        "accountId": "string"
      }
    ]
  },
  "transactionsLast30Days": [
    {
      "transactionId": "string",
      "accountId": "string",
      "accountCategory": "string",
      "date": "YYYY-MM-DDTHH:MM:SSZ",
      "type": "string",
      "description": "string",
      "amount": {
        "currency": "string",
        "amount": "number"
      },
      "status": "string",
      "relatedAssetId": "string"
    }
  ],
  "interactions": {
    "loginDetails": [
      {
        "loginTimestamp": "YYYY-MM-DDTHH:MM:SSZ",
        "ipAddress": "string",
        "device": "string",
        "successful": "boolean",
        "durationMinutes": "number"
      }
    ],
    "calls": [
      {
        "callId": "string",
        "callTimestamp": "YYYY-MM-DDTHH:MM:SSZ",
        "durationMinutes": "number",
        "topic": "string",
        "agentName": "string",
        "summary": "string"
      }
    ],
    "emails": [
      {
        "emailId": "string",
        "timestamp": "YYYY-MM-DDTHH:MM:SSZ",
        "subject": "string",
        "senderRecipient": "string",
        "type": "string"
      }
    ]
  },
  "CommunicationPreferences": {
    "email": "boolean",
    "phone": "boolean",
    "mail": "boolean",
    "sms": "boolean",
    "AITonePreference": "string",
    "AgentAvatarPreference": "string",
    "newsletterSubscription": "boolean"
  },
  "investmentProfile": {
    "riskTolerance": "string",
    "timeHorizon": "string",
    "financialGoals": ["string"],
    "liquidityNeeds": "string",
    "investmentObjectives": ["string"],
    "yearsOfExperience": {
      "equities": "number",
      "fixedIncome": "number",
      "options": "number",
      "margin": "number",
      "alts": "number",
      "mutualFunds": "number"
    }
  },
  "pastAIAdvisorInteractions": [
    {
      "topic": "string",
      "lastEngaged": "YYYY-MM-DD",
      "engagementScore": "number",
      "source": "string"
    }
  ],
  "pipelineOpportunities": [
    {
      "product": "string",
      "lastEngaged": "YYYY-MM-DD",
      "probabilityToCloseScore": "number",
      "source": "string"
    }
  ]
}