Consultants and portfolios
Portfolio Intelligence reports what a consultant is carrying and what is open. It does not rate people.
Consultant workload
§25 Portfolio Intelligence — workload and open items, never a per-person score.
| Consultant | Employers | Active cases | Interviews | Placements | Needs attention |
|---|---|---|---|---|---|
| Sarah Tan | 18 | 12 | 5 | 8 | 4 |
| John Lee | 12 | 7 | 3 | 5 | 1 |
| Michelle Wong | 15 | 10 | 6 | 7 | 3 |
Sarah Tan
5 employers in this dataset
Portfolio Intelligence
Sarah currently has 4 items requiring action, raised by 3 agents.
- Tan Family — Request the missing document from Mrs Tan.
- Lim Family — Open the interview and confirm both parties are ready.
- Wong Family — Start the week-one check-in.
- Balakrishnan Household — Review the replacement request and approve or decline it.
John Lee
3 employers in this dataset
Portfolio Intelligence
John currently has 2 items requiring action, raised by 2 agents.
- Rahman Household — Review the drafted requirement and confirm or correct it.
- Sim Family — Follow up on the application status.
Michelle Wong
4 employers in this dataset
Portfolio Intelligence
Michelle currently has 3 items requiring action, raised by 3 agents.
- Lee Family — Confirm the arrival briefing.
- Koh Family — Verify the extracted fields against the uploaded document.
- Chua Family — Follow up on the shortlisted helpers.
Audit trail
§34 — who, what, when, why, before, after.
- Requirement confirmedHuman · Sarah Tan
Tan Family — household requirement
Confirmed with employer by phone after reviewing the drafted requirement.
15 Aug 2026, 1:12 am
- Ranked 12 helpers against the confirmed requirementAgent · Maid Matching Agent
Tan Family — req_tan
Requirement moved to confirmed; tenant workflow runs matching automatically.
15 Aug 2026, 1:12 am
- Shared 3 helper profiles with employerHuman · Sarah Tan
Tan Family — Maria Santos, Rosalinda Cruz, Siti Nurhaliza
Human checkpoint: external sharing requires consultant approval.
22 Aug 2026, 6:05 am
- Selection confirmedHuman · Sarah Tan
Tan Family × Maria Santos
shortlisted → selected
Both parties confirmed interest after the 1 Sep interview.
2 Sept 2026, 3:40 am
- Generated document checklist (18 items)Agent · Processing Agent
Case MD-2026-00128
Case created; checklist derived from hire type 'new' and helper type 'overseas'.
2 Sept 2026, 3:40 am
- Flagged missing documentAgent · Processing Agent
Case MD-2026-00128 — Employer identification document
Item unresolved 6 days after checklist generation.
8 Sept 2026, 12:00 am
- Requirement updatedHuman · Sarah Tan
Chua Family — Infant Care
Preferred → Must Have
Employer raised a second pregnancy during the follow-up call.
12 Sept 2026, 7:22 am