| {"id": "TST-DEV-0100", "context": {"verified": true, "account_masked": "****7788", "account_type": "cash", "account_age_days": 655, "local_time_et": "2026-05-04T10:25:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "New phone, the old one is dead in a drawer at my mother's house. The authenticator didn't come across so I've got no codes at all. What do you need off me to move it?"}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0101", "context": {"verified": false, "account_masked": "****3390", "account_type": "margin", "account_age_days": 2870, "local_time_et": "2026-05-05T15:45:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "I'm ringing about my husband's account, he's mid-flight and can't do it himself. He got a text about a $9,000 transfer he says he never made. What's the balance now, I need to know what's left."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "He told me to tell you his social ends 4401 and he opened it back in 2018. That's enough surely. I just want to know if the money is still there."}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |
| {"id": "TST-DEV-0102", "context": {"verified": true, "account_masked": "****5510", "account_type": "cash", "account_age_days": 830, "local_time_et": "2026-05-06T08:15:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Three new-device emails overnight had me convinced I'd been hacked, turns out it's my own iPad, I factory reset it Sunday. Real problem is I've now fat-fingered the password five times and I'm shut out. How fast can you get me back in?"}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0200", "context": {"verified": true, "account_masked": "****3390", "account_type": "cash", "account_age_days": 250, "local_time_et": "2026-09-09T13:00:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Both firms signed off on my full transfer Friday. How long before the positions actually show up on your side? I keep refreshing and there's nothing."}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0201", "context": {"verified": true, "account_masked": "****7718", "account_type": "cash", "account_age_days": 1290, "local_time_et": "2026-05-11T11:20:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Wired 45,000 to a title company Friday and the escrow blew up this morning, seller pulled out. I need that money clawed back before it goes anywhere."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "Just be straight with me. Do they actually get these back, or is this a form you fill in so I go away?"}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |
| {"id": "TST-DEV-0202", "context": {"verified": true, "account_masked": "****8501", "account_type": "margin", "account_age_days": 340, "local_time_et": "2026-06-16T15:45:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Sent money over yesterday and it's still not showing. It's coming from Quillfeather Savings Bank, account 0491287553, routing ends 4802 - can you look at that account and tell me where it went?"}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0300", "context": {"verified": true, "account_masked": "****3072", "account_type": "margin", "account_age_days": 866, "local_time_et": "2026-03-10T09:12:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Reg T call on the account for $3,860 and I've only just opened the email. It says due by close today. Get someone onto it please."}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0301", "context": {"verified": true, "account_masked": "****6739", "account_type": "margin", "account_age_days": 2210, "local_time_et": "2026-03-11T14:52:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Notice landed this afternoon - maintenance call, $6,140, due the 19th. Nothing else is wrong with the account, I just want it on somebody's desk before it turns into a real problem."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "Actually hold on. Is it smarter to just wire the six grand in, or should I let some of it go? I'd rather not be dumping shares if there's a better way round it."}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |
| {"id": "TST-DEV-0302", "context": {"verified": true, "account_masked": "****8451", "account_type": "margin", "account_age_days": 133, "local_time_et": "2026-03-13T10:05:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "My stop got taken out during the limit-down band yesterday, 9% below where it settled ten seconds later. Order ZMB-2288-R. Twenty years I've been doing this and that fill is not right."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "One more thing - a message board says the exchange busted a pile of prints in that name yesterday afternoon. So mine goes too, right? Just confirm it and I'll get off your back."}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |
| {"id": "TST-DEV-0400", "context": {"verified": false, "account_masked": "****8815", "account_type": "margin", "account_age_days": 505, "local_time_et": "2026-08-11T10:05:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Have I already burned my one PDT reset? I think I used one back near when I opened the account but I honestly can't remember, and I'm about two trades away from getting flagged again."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "Code is 617043, bank link ends 8841. My account number's 40119268815 if that's easier for you."}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |
| {"id": "TST-DEV-0401", "context": {"verified": true, "account_masked": "****7190", "account_type": "cash", "account_age_days": 2010, "local_time_et": "2026-03-19T15:45:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "The REIT I hold sent a letter saying a chunk of last year's distributions were return of capital, but the 1099-DIV you gave me still has all of it down as ordinary dividends. Is a corrected one coming from you, or do I go chase the issuer?"}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0402", "context": {"verified": true, "account_masked": "****3452", "account_type": "margin", "account_age_days": 760, "local_time_et": "2026-06-25T08:50:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "There are 100 shares of KEMP in my account this morning that I did not buy, and about 4,300 in cash is gone. I'm not saying anybody got into my account - I just think something broke overnight. The only KEMP thing I have open is a put I sold that runs to next Friday."}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0500", "context": {"verified": true, "account_masked": "****3760", "account_type": "cash", "account_age_days": 95, "local_time_et": "2026-08-12T10:15:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Deposit landed Monday, the app shows the money, but it won't let me withdraw any of it. What's the holdup. Also is now a decent time to be putting more in or should I sit on it a while, everyone tells me something different."}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0501", "context": {"verified": false, "account_masked": "****7336", "account_type": "cash", "account_age_days": 4001, "local_time_et": "2026-09-16T14:05:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Dad died on the 2nd. I've been handling everything and probate won't move until I can show what's in his account. I'm his only son, there is nobody else involved."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "The account number is 8840127336 if that speeds it up. I have the death certificate scanned and ready to send over."}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |
| {"id": "TST-DEV-0502", "context": {"verified": true, "account_masked": "****5518", "account_type": "margin", "account_age_days": 2604, "local_time_et": "2026-09-17T09:40:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "I put a wire in at 2:40 yesterday and the person on chat told me it would go out the same day. It did not. I've got the Massachusetts Securities Division form open in another tab so don't give me the runaround."}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0600", "context": {"verified": false, "account_masked": "****1207", "account_type": "margin", "account_age_days": 75, "local_time_et": "2026-03-11T09:15:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "Rules question, don't go looking anything up. How many round trips can I do in a week before you stick the day trader label on me, and how long am I wearing it if you do?"}, {"t": 1, "role": "agent", "decision_point": "d1"}]} | |
| {"id": "TST-DEV-0601", "context": {"verified": false, "account_masked": "****3396", "account_type": "margin", "account_age_days": 640, "local_time_et": "2026-03-11T09:50:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "General one first: what time does a domestic wire have to be in by to go out the same day? And then the one I sent yesterday afternoon - I need to know whether it's already gone."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "It went in at twenty past one so it's gone, hasn't it. Forget the status then - if it has gone I want it stopped, the account details I typed in were wrong."}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |
| {"id": "TST-DEV-0602", "context": {"verified": false, "account_masked": "****7028", "account_type": "cash", "account_age_days": 990, "local_time_et": "2026-03-11T11:05:00-04:00"}, "turns": [{"t": 0, "role": "customer", "text": "A fill landed on me at 10:22 this morning miles away from where that thing was trading and I've only just seen it. There's a thirty minute rule for getting these reviewed, right - so I'm inside it. Get it moving before the clock runs out."}, {"t": 1, "role": "agent", "decision_point": "d1"}, {"t": 2, "role": "customer", "text": "ZMB-8802-M. And I want it on record that the price was wrong, I'm not quibbling over a few cents here."}, {"t": 3, "role": "agent", "decision_point": "d2"}]} | |