Internal review

Operational One-Pager

The flow with Period B counts on every step, and the four weeks side by side.
Flow counts, Period B: 2026-01-19 to 2026-02-01
Weeks, 4: 2026-01-05 to 2026-02-01
Source: [export name]
Generated: [date]
Demonstration template · Synthetic data and placeholder names.

What the Weeks Show

Authentication failed transfers went from 26 in the first week to 16 in the last. Completion went from 59.7% (243 of 407) to 65.3% (286 of 438). Business rule transfers held between 40 and 56 a week. System errors ran from 9 to 16.

The Flow, with Counts

Total calls1,2642026-01-19 to 2026-02-01Not engaged178Engaged callers1,086Live agent opt-out99at openingNon-self-service intent61By-design transfer62billing, records, insuranceSelf-service intent864Completed and contained52961.2% of self-serviceCompleted and transferred404.6% of self-serviceAttempted and transferred24027.8% of self-serviceHung up during self-service556.4% of self-serviceTRANSFER REASONSLive agent opt-out63Business rule93Authentication failed34System error31Not live at location19

Week by Week

WeekCallsSelf-service intentsCompletionAuthentication failedBusiness ruleSystem errorHung upOutside range
Week 1: Jan 05 to Jan 1158940759.7% (243 of 407)26561132
Completion 59.7 vs mean 63.9; Business rule 56 vs mean 47.2
Week 2: Jan 12 to Jan 1862940064.0% (256 of 400)4040922
Authentication failed 40 vs mean 25.0; Business rule 40 vs mean 47.2
Week 3: Jan 19 to Jan 2562642666.4% (283 of 426)18461524
Week 4: Jan 26 to Feb 0163843865.3% (286 of 438)16471631
Flagged values exceed 1.5 mean absolute deviations from the four-week mean. This is a review flag, not proof of a trend. Date-of-birth fallback went live January 19, at the start of Week 3.