Dataset Viewer
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You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about wealth management services. Specifically, what documentation is required and what happens if there's an error. I'd like to schedule an appointment.
|
{
"Communication": "Email",
"Department": "Investment Services",
"Description": "Customer is inquiring about documentation requirements and error procedures for wealth management services, and wishes to schedule an appointment.",
"Service": "Wealth Management",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Application requirements inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to make a transfer for the entire weekend but it keeps crashing. I need to pay urgent bills. Please resolve this urgently.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer reports that the transfer service has been crashing over the weekend, preventing them from paying urgent bills. They are requesting an urgent resolution.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about international wire transfer requirements. Specifically, are there any restrictions and what happens if there's an error. Can someone call me this afternoon.
|
{
"Communication": "Not specified",
"Department": "Payments & Transfers",
"Description": "Customer is asking about the requirements and restrictions for international wire transfers, as well as error resolution procedures. They have requested a call back this afternoon.",
"Service": "Wire Transfers",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Application requirements inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me order new checks? I have specific requirements. Walk me through the steps.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer requires step-by-step assistance with ordering new checks that have specific requirements.",
"Service": "Check Services",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about small business loans. Specifically, are there any restrictions and do you offer phone support. Send me the application forms.
|
{
"Communication": "Not specified",
"Department": "Loans & Mortgages",
"Description": "Customer is requesting information on small business loans, including restrictions and phone support availability. They have also asked for application forms to be sent.",
"Service": "Loan Products",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in student loan options. What are the fees? I just started a new business.
|
{
"Communication": "Not specified",
"Department": "Loans & Mortgages",
"Description": "Customer is inquiring about student loan options and their associated fees. They also mentioned they have recently started a new business.",
"Service": "Loan Products",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Fee structure inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about foreign currency exchange. Specifically, what are the tax implications and can this be done online. Please have a specialist contact me.
|
{
"Communication": "Email",
"Department": "Payments & Transfers",
"Description": "Customer is asking about foreign currency exchange, specifically regarding tax implications and online availability. They have requested to be contacted by a specialist.",
"Service": "Wire Transfers",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
What's the meaning of life?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged a foreign transaction fee of $45.50 on three days ago. I have overdraft protection. The fee was already reversed once. Provide documentation for this charge.
|
{
"Communication": "Phone call",
"Department": "Account Management",
"Description": "Customer is complaining about a foreign transaction fee of $45.50 that was charged three days ago, despite having overdraft protection and the fee having been reversed once before. They are requesting documentation for the charge.",
"Service": "Account Fees & Disputes",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $45.50"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me stop payment on a check? I need to do this urgently. What forms do I need.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer urgently needs assistance with stopping a payment on a check and wants to know what forms are required.",
"Service": "Check Services",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
How do I fix my TV that's overheating?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in your business checking accounts. How long is the application process? I'm comparing different banks.
|
{
"Communication": "Email",
"Department": "Business Banking",
"Description": "Customer is inquiring about the application process for business checking accounts as they are comparing options across different banks.",
"Service": "Business Accounts",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me close an old account? I've never done this before. How long will this take.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer is requesting guidance on how to close an old account and is asking about the process duration.",
"Service": "Account Maintenance",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Process guidance needed"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me set up a trust account? I'm doing this from overseas. How long will this take.
|
{
"Communication": "Text message",
"Department": "Investment Services",
"Description": "Customer requires assistance setting up a trust account from overseas and is inquiring about the timeline for the process.",
"Service": "Wealth Management",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Process guidance needed"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, we can't access our line of credit. This is affecting employee payments. We need this resolved within 24 hours. We're considering switching banks.
|
{
"Communication": "Phone call",
"Department": "Business Banking",
"Description": "A business owner is reporting inability to access their line of credit, which is impacting employee payments. They require a resolution within 24 hours and are considering changing banks.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, our wire transfers are taking too long to process. This is affecting our daily operations. We need this resolved within 24 hours. Provide a timeline for resolution.
|
{
"Communication": "Not specified",
"Department": "Payments & Transfers",
"Description": "A business owner is complaining about slow wire transfer processing times, which are affecting daily operations. They need a resolution and a timeline within 24 hours.",
"Service": "Wire Transfers",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about estate planning accounts. Specifically, what currencies are supported and what are the daily limits. Please email me the details.
|
{
"Communication": "Not specified",
"Department": "Investment Services",
"Description": "Customer is requesting details about estate planning accounts, specifically concerning supported currencies and daily limits. They have asked for the information to be emailed.",
"Service": "Wealth Management",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help linking an external account. The system won't accept my information. I tried on different devices. Tax deadline is approaching.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer is unable to link an external account as the system rejects their information, despite trying on multiple devices. They note that the tax deadline is approaching.",
"Service": "External Account Linking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you do my essay assignment for me?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
What's the score of the Manchester United game?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged an overdraft fee of $250 on yesterday. I paid on time. Your website said no fees. I want a full refund.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer is complaining about a $250 overdraft fee charged yesterday, stating they paid on time and the website advertised no fees. They are requesting a full refund.",
"Service": "Account Fees & Disputes",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $250"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in your business checking accounts. Are there any promotional offers? I have excellent credit.
|
{
"Communication": "Email",
"Department": "Business Banking",
"Description": "Customer with excellent credit is inquiring about promotional offers for business checking accounts.",
"Service": "Business Accounts",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to view my statements for all morning but I'm getting a blank screen. I need to pay urgent bills. I need immediate help.
|
{
"Communication": "Phone call",
"Department": "Digital Banking",
"Description": "Customer is unable to view their statements due to a blank screen, which is preventing them from paying urgent bills. They require immediate assistance.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: my debit card was declined at three stores despite having funds. Additionally, customer service was rude when I called. To make matters worse, this has impacted my credit score. This needs to be fixed today.
|
{
"Communication": "Not specified",
"Department": "Card Services",
"Description": "Customer is reporting multiple issues: their debit card was declined despite having sufficient funds, they received rude customer service, and their credit score has been negatively impacted. They request an immediate fix.",
"Service": "Debit & ATM Cards",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Card service malfunction or issue"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, the merchant services fees have increased without notice. This is affecting our cash flow significantly. Payroll is due tomorrow. We need a dedicated representative.
|
{
"Communication": "Manager contact requested",
"Department": "Business Banking",
"Description": "A business owner is complaining that merchant services fees have increased without notice, significantly affecting their cash flow with payroll due tomorrow. They are requesting a dedicated representative.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
What should I buy my friend for their birthday?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in your business checking accounts. What documents do I need? I have excellent credit.
|
{
"Communication": "Not specified",
"Department": "Business Banking",
"Description": "A customer with excellent credit is asking about the documentation required to open a business checking account.",
"Service": "Business Accounts",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Application requirements inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged multiple NSF fees of $250 on three days ago. My account had sufficient funds. Your website said no fees. Credit my account today.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer is disputing multiple NSF fees totaling $250, stating their account had sufficient funds and that the website promised no fees. They are demanding an immediate credit to their account.",
"Service": "Account Fees & Disputes",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $250"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, we can't access our line of credit. This is affecting our vendor relationships. Our bills are due today. We're considering switching banks.
|
{
"Communication": "Phone call",
"Department": "Business Banking",
"Description": "A business owner is unable to access their line of credit, which is negatively impacting vendor relationships. With bills due today, they are threatening to switch banks if not resolved.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to make a transfer for all morning but it keeps crashing. Important transactions are pending. This is extremely frustrating.
|
{
"Communication": "Manager contact requested",
"Department": "Digital Banking",
"Description": "Customer is frustrated because the transfer service has been crashing all morning, holding up important pending transactions. They are seeking a resolution.",
"Service": "Online & Mobile Banking",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
What's the weather forecast for New York?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: I was charged duplicate fees on my account. Additionally, customer service was rude when I called. To make matters worse, this has impacted my credit score. I need immediate resolution and compensation.
|
{
"Communication": "Manager contact requested",
"Department": "Account Management",
"Description": "Customer is complaining about several issues: duplicate fees on their account, rude customer service, and a negative impact on their credit score. They are demanding immediate resolution and compensation.",
"Service": "Account Fees & Disputes",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help downloading my tax documents. The instructions are confusing. I called but was on hold too long. This is for my business.
|
{
"Communication": "Secure message",
"Department": "Digital Banking",
"Description": "A business customer needs help downloading tax documents. They found the instructions confusing and experienced long hold times on the phone.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: I was charged duplicate fees on my account. Additionally, I haven't received my replacement card. To make matters worse, my automatic payments are failing. This needs to be fixed today.
|
{
"Communication": "Manager contact requested",
"Department": "Account Management",
"Description": "Customer is reporting a series of problems: duplicate fees, a missing replacement card, and failing automatic payments. They require an immediate resolution.",
"Service": "Account Fees & Disputes",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged a foreign transaction fee of $5 on last month. My account had sufficient funds. Your website said no fees. Provide documentation for this charge.
|
{
"Communication": "Manager contact requested",
"Department": "Account Management",
"Description": "Customer is disputing a $5 foreign transaction fee from last month, stating they had sufficient funds and were promised no fees. They are requesting documentation for the charge.",
"Service": "Account Fees & Disputes",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $5"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
How do I train my cat to sit?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about estate planning accounts. Specifically, what documentation is required and can this be done online. Send me the application forms.
|
{
"Communication": "Not specified",
"Department": "Investment Services",
"Description": "Customer is asking for information on estate planning accounts, focusing on required documentation and online application options. They have also requested the forms be sent to them.",
"Service": "Wealth Management",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Application requirements inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help adding a payee for bill pay. The page keeps timing out. I watched the tutorial video. My employer needs this.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer needs assistance adding a bill pay payee for their employer. The webpage is timing out, even after they watched the tutorial video.",
"Service": "External Account Linking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about foreign currency exchange. Specifically, what currencies are supported and can this be done online. Send me the application forms.
|
{
"Communication": "Secure message",
"Department": "Payments & Transfers",
"Description": "Customer is inquiring about foreign currency exchange, asking about supported currencies and online availability. They have also requested application forms.",
"Service": "Wire Transfers",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, we can't access our line of credit. This is affecting our cash flow significantly. Payroll is due tomorrow. Please escalate to business banking immediately.
|
{
"Communication": "Not specified",
"Department": "Business Banking",
"Description": "A business owner is reporting an urgent issue with accessing their line of credit, which is impacting cash flow with payroll due tomorrow. They have requested immediate escalation.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you diagnose my rash?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you write a poem about chemistry?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in a home equity line of credit. What are the fees? I'm planning for retirement.
|
{
"Communication": "Text message",
"Department": "Loans & Mortgages",
"Description": "Customer who is planning for retirement is inquiring about the fees associated with a home equity line of credit (HELOC).",
"Service": "Loan Products",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Fee structure inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help adding a payee for bill pay. The instructions are confusing. I tried on different devices. It's affecting my other services.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer is having trouble adding a bill pay payee due to confusing instructions and has tried on multiple devices. The issue is now affecting their other banking services.",
"Service": "External Account Linking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me add an authorized user? Your website isn't working for this. Walk me through the steps.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer needs step-by-step guidance on adding an authorized user because the website function for this is not working.",
"Service": "Account Maintenance",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to deposit a check through the app for 3 days but it freezes on the login screen. I can't check my balance. Please resolve this urgently.
|
{
"Communication": "Phone call",
"Department": "Digital Banking",
"Description": "For the past 3 days, the customer has been unable to deposit a check or check their balance because the mobile app freezes on the login screen. They request an urgent resolution.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Technical issue with digital banking services"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me apply for overdraft protection? I've never done this before. Walk me through the steps.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer is a first-time applicant for overdraft protection and requires step-by-step guidance through the process.",
"Service": "Account Fees & Disputes",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about your mobile deposit limits. Specifically, are there any restrictions and are there better options for my situation. I'd prefer to discuss this over the phone.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer is seeking information on mobile deposit limits, including any restrictions and alternative options for their specific situation. They prefer to discuss this via a phone call.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to log into my account for 3 days but the page won't load. Important transactions are pending. Please resolve this urgently.
|
{
"Communication": "Phone call",
"Department": "Digital Banking",
"Description": "Customer has been unable to log into their account for 3 days because the page will not load. This is preventing important transactions, and they request an urgent resolution.",
"Service": "Online & Mobile Banking",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in investment options. What are the benefits? I'm planning for retirement.
|
{
"Communication": "Not specified",
"Department": "Investment Services",
"Description": "A customer who is planning for retirement is asking about the benefits of the bank's investment options.",
"Service": "Wealth Management",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, our business credit card was declined for a large purchase. This is affecting our daily operations. This has been ongoing for a week. Please escalate to business banking immediately.
|
{
"Communication": "Phone call",
"Department": "Business Banking",
"Description": "A business owner reports their business credit card was declined for a large purchase, an issue that has been ongoing for a week and is affecting daily operations. They request immediate escalation.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Card service malfunction or issue"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
What's the capital of Australia?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: my debit card was declined at three stores despite having funds. Additionally, I haven't received my replacement card. To make matters worse, I'm being charged late fees. I want a full explanation and refund.
|
{
"Communication": "Not specified",
"Department": "Card Services",
"Description": "Customer is reporting several connected issues: their debit card was declined despite having sufficient funds, they have not received a replacement card, and they are now being charged late fees. They demand a full explanation and a refund.",
"Service": "Debit & ATM Cards",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in student loan options. How long is the application process? I'm planning for retirement.
|
{
"Communication": "Not specified",
"Department": "Loans & Mortgages",
"Description": "Customer is inquiring about the application process duration for student loans, mentioning they are also planning for retirement.",
"Service": "Loan Products",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about wealth management services. Specifically, what currencies are supported and is there insurance coverage. Please email me the details.
|
{
"Communication": "Not specified",
"Department": "Investment Services",
"Description": "Customer is requesting information about wealth management services, specifically about supported currencies and insurance coverage. They have asked for details to be sent via email.",
"Service": "Wealth Management",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in your premium credit cards. What are the requirements? I have excellent credit.
|
{
"Communication": "Not specified",
"Department": "Card Services",
"Description": "A customer with excellent credit is inquiring about the application requirements for premium credit cards.",
"Service": "Credit Card Services",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Application requirements inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, payroll processing failed yesterday. This is affecting our ability to pay suppliers. We need this resolved within 24 hours. We're considering switching banks.
|
{
"Communication": "Not specified",
"Department": "Business Banking",
"Description": "A business owner is reporting that payroll processing failed, affecting their ability to pay suppliers. They require a resolution within 24 hours and are considering changing banks.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me dispute a transaction? Your website isn't working for this. Are there any fees involved.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer needs help disputing a transaction because the website is not working. They are also asking if there are any fees for this process.",
"Service": "Account Fees & Disputes",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to make a transfer for several hours but it keeps crashing. I'm traveling and need access. I'm very disappointed.
|
{
"Communication": "Manager contact requested",
"Department": "Digital Banking",
"Description": "Customer is traveling and has been unable to make a transfer for several hours due to the service crashing. They are expressing disappointment and need access to their funds.",
"Service": "Online & Mobile Banking",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Technical issue with digital banking services"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
What movie should I watch tonight?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me consolidate my accounts? Your website isn't working for this. How long will this take.
|
{
"Communication": "In-person meeting",
"Department": "Account Management",
"Description": "Customer needs assistance with consolidating accounts because the website feature is not working. They are also asking for the time it will take to complete.",
"Service": "Account Maintenance",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Process guidance needed"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in refinancing my mortgage. What are the minimum balances? I'm comparing different banks.
|
{
"Communication": "Not specified",
"Department": "Loans & Mortgages",
"Description": "Customer is interested in refinancing their mortgage and is asking about minimum balance requirements while comparing different banks.",
"Service": "Loan Products",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I'm interested in opening a high-yield savings account. What are the benefits? I'm comparing different banks.
|
{
"Communication": "Not specified",
"Department": "Retail Banking",
"Description": "Customer is inquiring about the benefits of a high-yield savings account as they are in the process of comparing different banks.",
"Service": "Personal Accounts",
"Severity": "Low",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me close an old account? I need to do this urgently. Can this be reversed later.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer needs urgent help to close an old account and is asking if the action can be reversed later.",
"Service": "Account Maintenance",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to view my statements for several hours but it says my credentials are invalid. My rent payment is due. Please resolve this urgently.
|
{
"Communication": "Manager contact requested",
"Department": "Digital Banking",
"Description": "Customer cannot view statements for several hours due to an 'invalid credentials' error, which is preventing a rent payment. They are requesting an urgent resolution.",
"Service": "Online & Mobile Banking",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, our wire tranfers are taking too long to process. This is affecting our daily operations. We need this resolved within 24 hours. We need a dedicated representative.
|
{
"Communication": "Phone call",
"Department": "Payments & Transfers",
"Description": "A business owner is complaining that slow wire transfer processing is affecting their daily operations. They require a resolution within 24 hours and a dedicated representative.",
"Service": "Wire Transfers",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged a late payment fee of $250 on last month. I paid on time. I was never informed about this fee. Credit my account today.
|
{
"Communication": "Phone call",
"Department": "Account Management",
"Description": "Customer is disputing a $250 late payment fee from last month, claiming they paid on time and were never informed of the fee. They are requesting an immediate credit to their account.",
"Service": "Account Fees & Disputes",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $250"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help setting up two-factor authentication. It says my account is not eligible. I've tried logging out and back in. Tax deadline is approaching.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer needs help setting up two-factor authentication. They are receiving an 'ineligible account' error despite troubleshooting. They mentioned an approaching tax deadline.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Setup assistance requested"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, the merchant services fees have increased without notice. This is affecting our vendor relationships. Our bills are due today. We need a dedicated representative.
|
{
"Communication": "Not specified",
"Department": "Business Banking",
"Description": "A business owner is complaining about an unannounced increase in merchant services fees, which is affecting vendor relationships. With bills due today, they are requesting a dedicated representative.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about joint account options. Specifically, are there any restrictions and are there better options for my situation. I'd like to schedule an appointment.
|
{
"Communication": "Secure message",
"Department": "Retail Banking",
"Description": "Customer is seeking information on joint account options, including restrictions and alternatives for their situation. They would like to schedule an appointment.",
"Service": "Personal Accounts",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help downloading my tax documents. I can't find the option in the app. I watched the tutorial video. I need this done today.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer needs urgent assistance downloading tax documents. They are unable to find the option in the app, even after watching a tutorial video.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me consolidate my accounts? I've never done this before. Are there any fees involved.
|
{
"Communication": "Email",
"Department": "Account Management",
"Description": "Customer is asking for help with consolidating their accounts for the first time and wants to know if there are any associated fees.",
"Service": "Account Maintenance",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged a maintenance fee of $15.99 on three days ago. The transaction was domestic. I qualify for fee waivers. Provide documentation for this charge.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer is disputing a $15.99 maintenance fee on a domestic transaction from three days ago, stating they qualify for a waiver. They are requesting documentation for the charge.",
"Service": "Account Fees & Disputes",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $15.99"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me set up a trust account? I have specific requirements. What forms do I need.
|
{
"Communication": "Not specified",
"Department": "Investment Services",
"Description": "Customer requires help setting up a trust account with specific requirements and is asking what forms are needed for the process.",
"Service": "Wealth Management",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to make a transfer for the entire weekend but the system times out. I'm traveling and need access. I need immediate help.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer is traveling and has been unable to make a transfer all weekend because the system keeps timing out. They require immediate help to access their funds.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to deposite a check through the app for all morning but I'm getting a blank screen. I'm traveling and need access. This is unacceptable.
|
{
"Communication": "Not specified",
"Department": "Digital Banking",
"Description": "Customer is traveling and cannot deposit a check via the mobile app due to a blank screen issue. They need access to funds and find the situation unacceptable.",
"Service": "Online & Mobile Banking",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Technical issue with digital banking services"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help enrolling in online statements. I keep getting an error message. I've updated the app. It's affecting my other services.
|
{
"Communication": "Secure message",
"Department": "Digital Banking",
"Description": "Customer is unable to enroll in online statements due to a persistent error message, despite updating the app. The issue is now impacting other services.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help setting up mobile banking. I can't find the option in the app. I called but was on hold too long. I need this done today.
|
{
"Communication": "Secure message",
"Department": "Digital Banking",
"Description": "Customer needs help setting up mobile banking today. They cannot find the option in the app and experienced long wait times when calling customer service.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Setup assistance requested"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me dispute a transaction? I've never done this before. What forms do I need.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer is asking for assistance with disputing a transaction for the first time and needs to know which forms are required.",
"Service": "Account Fees & Disputes",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: my mortgage payment increased without notice. Additionally, I haven't received my replacement card. To make matters worse, I'm being charged late fees. I need immediate resolution and compensation.
|
{
"Communication": "Phone call",
"Department": "Loans & Mortgages",
"Description": "Customer is reporting multiple urgent issues: an unexpected mortgage payment increase, a missing replacement card, and resulting late fees. They are demanding immediate resolution and compensation.",
"Service": "Loan Products",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: my debit card was declined at three stores despite having funds. Additionally, customer service was rude when I called. To make matters worse, this has impacted my credit score. I want a full explanation and refund.
|
{
"Communication": "Manager contact requested",
"Department": "Card Services",
"Description": "Customer is reporting several issues: their debit card was declined despite having funds, they received rude customer service, and their credit score was impacted. They are requesting a full explanation and a refund.",
"Service": "Debit & ATM Cards",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Card service malfunction or issue"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged an annual fee of $72.48 on March 15th. This is the third time this month. I qualify for fee waivers. I need to speak with a supervisor.
|
{
"Communication": "Secure message",
"Department": "Account Management",
"Description": "Customer is complaining about a recurring annual fee of $72.48, charged for the third time this month, despite qualifying for waivers. They are requesting to speak with a supervisor.",
"Service": "Account Fees & Disputes",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $72.48"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help configuring account alerts. The instructions are confusing. I cleared my browser cache. I'm traveling next week.
|
{
"Communication": "Email",
"Department": "Digital Banking",
"Description": "Customer needs help configuring account alerts before traveling next week. They find the instructions confusing and have already tried clearing their browser cache.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about joint account options. Specifically, what are the tax implications and do you offer phone support. Please have a specialist contact me.
|
{
"Communication": "Not specified",
"Department": "Retail Banking",
"Description": "Customer is inquiring about joint accounts, specifically asking about tax implications and the availability of phone support. They have requested contact from a specialist.",
"Service": "Personal Accounts",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Product/service information request"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need information about your mobile deposit limits. Specifically, what documentation is required and what happens if there's an error. I'd like to schedule an appointment.
|
{
"Communication": "Email",
"Department": "Digital Banking",
"Description": "Customer is asking for information on mobile deposit limits, including documentation requirements and error handling. They would also like to schedule an appointment.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "inquiry",
"Title": "Application requirements inquiry"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, payroll processing failed yesterday. This is affecting our cash flow significantly. Payroll is due tomorrow. Please escalate to business banking immediately.
|
{
"Communication": "Not specified",
"Department": "Business Banking",
"Description": "A business owner is reporting a critical payroll processing failure from yesterday that is impacting cash flow. With payroll due tomorrow, they are requesting immediate escalation.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me set up a trust account? I have specific requirements. What are my options.
|
{
"Communication": "Not specified",
"Department": "Investment Services",
"Description": "Customer is seeking assistance with setting up a trust account that has specific requirements and is asking about their available options.",
"Service": "Wealth Management",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, we can't access our line of credit. This is affecting employee payments. This has been ongoing for a week. We need a dedicated representative.
|
{
"Communication": "Not specified",
"Department": "Business Banking",
"Description": "A business owner has been unable to access their line of credit for a week, which is affecting employee payments. They are requesting a dedicated representative to resolve the issue.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Service issue requiring resolution"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me close an old account? I need to do this urgently. How long will this take.
|
{
"Communication": "Not specified",
"Department": "Account Management",
"Description": "Customer needs urgent assistance to close an old account and is asking about the time required for the process.",
"Service": "Account Maintenance",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Process guidance needed"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged multiple NSF fees of $45.50 on three days ago. I have overdraft protection. I qualify for fee waivers. Please reverse this immediately.
|
{
"Communication": "Secure message",
"Department": "Account Management",
"Description": "Customer is disputing multiple NSF fees of $45.50, stating they have overdraft protection and qualify for waivers. They are requesting an immediate reversal of the charges.",
"Service": "Account Fees & Disputes",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $45.50"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to deposit a check through the app for several hours but it says my credentials are invalid. Payroll deposits need verification. I need immediate help.
|
{
"Communication": "Phone call",
"Department": "Digital Banking",
"Description": "Customer is unable to deposit a check via the app due to an 'invalid credentials' error, which is holding up payroll deposit verification. They require immediate help.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Technical issue with digital banking services"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me with my physics homework?
|
{
"Communication": "Not extractable",
"Department": "Not extractable",
"Description": "Not extractable",
"Service": "Not extractable",
"Severity": "Not extractable",
"Ticket Type": "Not extractable",
"Title": "Not extractable"
}
| false |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: my debit card was declined at three stores despite having funds. Additionally, no one responded to my secure message. To make matters worse, I'm being charged late fees. Please escalate this to a manager.
|
{
"Communication": "Manager contact requested",
"Department": "Card Services",
"Description": "Customer is reporting multiple issues: a declined debit card despite having funds, an unanswered secure message, and subsequent late fees. They are requesting escalation to a manager.",
"Service": "Debit & ATM Cards",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged an annual fee of $5 on 02/28. My account had sufficient funds. I qualify for fee waivers. I want a full refund.
|
{
"Communication": "Email",
"Department": "Account Management",
"Description": "Customer is disputing a $5 annual fee from 02/28, stating they had sufficient funds and qualify for a waiver. They are requesting a full refund.",
"Service": "Account Fees & Disputes",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $5"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I was charged an overdraft fee of $35 on over the weekend. The transaction was domestic. I qualify for fee waivers. Please reverse this immediately.
|
{
"Communication": "In-person meeting",
"Department": "Account Management",
"Description": "Customer is disputing a $35 overdraft fee on a domestic transaction, stating they qualify for a waiver. They are requesting an immediate reversal of the charge.",
"Service": "Account Fees & Disputes",
"Severity": "Medium",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint - $35"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I need help setting up two-factor authentication. The page keeps timing out. I've updated the app. I need this done today.
|
{
"Communication": "Video call",
"Department": "Digital Banking",
"Description": "Customer needs to set up two-factor authentication today but the page is timing out, even after updating the app. They require assistance.",
"Service": "Online & Mobile Banking",
"Severity": "Medium",
"Ticket Type": "asking for assistance",
"Title": "Setup assistance requested"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Multiple issues: I was charged duplicate fees on my account. Additionally, no one responded to my secure message. To make matters worse, this has impacted my credit score. I want a full explanation and refund.
|
{
"Communication": "Manager contact requested",
"Department": "Account Management",
"Description": "Customer is reporting several issues: duplicate account fees, an unanswered secure message, and a negative impact on their credit score. They are requesting a full explanation and a refund.",
"Service": "Account Fees & Disputes",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Unexpected fee/charge complaint"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
As a business owner, our business credit card was declined for a large purchase. This is affecting our vendor relationships. We need this resolved within 24 hours. We're considering switching banks.
|
{
"Communication": "Phone call",
"Department": "Business Banking",
"Description": "A business owner's credit card was declined for a large purchase, affecting vendor relationships. They need a resolution within 24 hours and are considering changing banks.",
"Service": "Business Accounts",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Card service malfunction or issue"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
Can you help me set up a trust account? I've never done this before. What forms do I need.
|
{
"Communication": "Not specified",
"Department": "Investment Services",
"Description": "Customer is asking for help setting up a trust account for the first time and wants to know what forms are required.",
"Service": "Wealth Management",
"Severity": "Low",
"Ticket Type": "asking for assistance",
"Title": "Customer requires assistance"
}
| true |
You are a banking customer service assistant. Your only task is to analyze customer input and fill out the complaint/inquiry form with the required fields. Never answer questions or provide advice - only extract information and complete the form fields.
|
I've been trying to pay my bills online for several hours but I get an error message. Important transactions are pending. This is extremely frustrating.
|
{
"Communication": "Phone call",
"Department": "Digital Banking",
"Description": "Customer is frustrated because an error message has prevented them from paying bills online for several hours, holding up important transactions.",
"Service": "Online & Mobile Banking",
"Severity": "High",
"Ticket Type": "complaint",
"Title": "Technical issue with digital banking services"
}
| true |
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