RITO Ops
Stale Engagement data has not refreshed in over 24 hours — last batch ran 2026-05-12 21:47.

20260505-14 — Hisec Wealth & Financial Services

Medium
Status Pending - Quote Approval Assigned lisaferguson Opened 7.5 d ago Modified 4.4 d ago Ticket id 23687497
Healthy confidence 0.85

This Medium-priority ticket was opened 2026-05-05 and Tyrone responded promptly — by 2026-05-07 he had received the customer's context email, sent a public reply to Hardus confirming the Teams transcript requirement was achievable, and posted an internal note asking Lisa for Teams Premium pricing and Hannah to quote Hardus. On 2026-05-08 lisaferguson (the human finance manager, actor_class: tech) posted a public note confirming QUO00061278 was sent to Hilda. The ticket is now sitting in 'Pending - Quote Approval' for ~4.4 days, which is the expected holding state while the customer reviews the quote. Three of the four notes are public (0.75 ratio), so the customer has been kept informed throughout.

lisaferguson (or Tyrone) should check in with Hardus/Hilda in the next 2-3 business days if no quote approval has come back, to keep the ticket from drifting while parked in quote-approval status.

Ticket is assigned to lisaferguson but Tyrone did the technical engagement — this looks like a deliberate workflow (tech investigates, finance handles quoting) rather than churn. No reassignments visible.

Deterministic measurements

computed in Python, not LLM-derived
Days since last tech activity 4.4 d
Days since last tech note 4.4 d
Days since last tech time entry
Tech notes 4
Tech time entries 0
LISA automation notes 0
Customer notes 0
Days since last LISA note
Public note ratio 75.0%
Current status Pending - Quote Approval
Days in current status 4.4 d
Customer wait status active no
Vendor wait status active no