Get insights for a customer
customer_insightsRetrieve a consolidated customer profile including identity, contracts, delinquency, balances, contact notes, and loan applications using name or ID.
Instructions
Given a customer name or id, return a consolidated insight profile: identity, all contracts, delinquency/NPL summary, outstanding & overdue balances, recent collection contact notes, and loan applications. This is the tool for requests like 'get the insights of the customer Max'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| customer | Yes | Customer name (full or partial), customer id (e.g. 'C500004'), or numeric oid. | |
| notes_limit | No | How many recent contact notes to include (default 10). |