relationshipID

Unique identifier for the customer relationship

"REL-001"

title

Name of the relationship type

"Premium Advisory Relationship"

description

Detailed description of the relationship

"Comprehensive wealth management relationship with dedicated advisor"

customerSegmentID

ID of the customer segment this relationship applies to

"CUST-SEG-001"

orgUnitTitle

The organization unit responsible for this relationship

"Private Client Group"

relationshipType

Nature of the relationship

"advisory"

relationshipStrength

Indicator of relationship quality (1-5)

4

engagementLevel

Degree of active engagement

"active"

loyaltyStatus

Current loyalty or retention status

"loyal"

relationshipHistory

Timeline of key relationship events

"Initial engagement: March 2022, Portfolio review: Quarterly"

relationshipValue

Current and potential relationship value

Current: $15,000 annual revenue, Potential: $25,000

relationshipRisks

Threats to relationship continuity

"Advisor turnover, competitor offers, market performance dissatisfaction"

growthOpportunities

Opportunities for relationship expansion

"Trust services, business banking integration, family office services"

engagementModel

How the relationship is managed

"Quarterly in-person reviews, monthly check-ins, dedicated support line"