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It is an FA-Morningstar category level model which means that the model will produce up to 76 different probability-to-buy scores for each BD-IAD (Broker Dealer- Independent Advisor) FA. We select the top 3 highest scoring M* categories and create a list of top 3 recommended Columbia products for each FA. We transfer the code to the Tech team and Tech team runs it monthly. Top 3 products are displayed on advisor\u2019s contact record on Salesforce for wholesalers to leverage during their conversations with the advisors as following up.", + "Validated Use of Model": null, + "Aligned PE Expiration Date": null, + "Model Status": "In Use", + "Model Developer Group": "EDAI", + "Downstream Model": null, + "Retirement reason": null, + "Model Developer": "Kumar, Akshay", + "Compliance Requirements": null, + "User Category": null, + "Model Owner": "Mattson, Melissa A", + "Model Attestation for inventory": "True", + "ELT": "Ted Truscott", + "Model Sponsor support": "Kinav, Ozlem W", + "Model Certification Status": "Complete", + "Validation Director": "Ark Mishara ", + "Validation VP": "Radhika Chopra", + "FSV Anniversary date": "2024-05-09", + "Active Policy Exception": "No", + "Business Unit": "AM", + "Certification Completion Date": "2025-11-15", + "Model Use Flag": null, + "Model Attestation Status": "Complete", + "Related to insurance business": null, + "Model Category": [], + "Lifecycle Status": "Active", + "Model Usages": null, + "Actual Production Date": "2021-05-12", + "Planned Production Date": "2021-05-12", + "Attestation Completion Date": "2025-11-17", + "Vendor Model": "No", + "Date of Last Full Validation": "2024-12-30", + "Model Sponsor": "Bumpus, James", + "Current Risk Tier": "T3", + "AIML Model": "Yes", + "Date of Last Annual Review": null, + "Validation Type": "Initial Validation(Full Scope Validation)", + "Name of Validator Review": "Ark\u00a0 Mishara", + "Date of Independent Validation": "2024-12-30", + "Validation Owner": "Ark\u00a0 Mishara", + "Validation Type N": null, + "Open Policy Exception": "No", + "Open Findings": "No", + "Vendor Name": "N/A- not a vendor model", + "Vendor ID": null, + "Vendor Company": null, + "Governance Ownership": null, + "created_at": "2025-05-17", + "updated_at": "2025-11-19", + "created_by": "mrm_admin", + "updated_by": "mrm_admin", + "status": "Complete", + "description": "pool", + "assignedUser": "Dupont, Anthony", + "type": "Tiering Process", + "unique_id": "MOD-489", + "entity_type": "ModelInventory", + "due_date": null, + "workflowName": "Tiering workflow Final", + "delegated_by": null, + "is_archived": false, + "workflowId": 64, + "currentVersion": 1, + "associated_system": null, + "entity_code": "489", + "entity_alias": "Columbia Threadneedle Mutual Funds - NBP for Prospect Advisors", + "model_name": "Next Best Product (Nbp)", + "model_id": 2563, + "request_type": "Normal", + "priority": null, + "association_name": null, + "association_id": null, + "request_to_model_id": null, + "app_name": null, + "subassigned_users": [], + "Health": "Medium", + "health_status": { + "label": null, + "color": null, + "fail_reason": null + }, + "due_at": null, + "status_description": "Tiering Initiation", + "tat_minutes": null, + "checklist_status": "0/0", + "checklist_total": 0, + "checklist_completed": 0, + "accesslevel": "Manage" + }, + { + "Platform": "AWS", + "Date of Next Full Validation": "2029-04-16", + "Region": null, + "Current Use Approval Status": "Approved for Use", + "Governing Technology Policy": null, + "Model Owner Support": "Kumar, Akshay", + "Gen AI": "No", + "Model Purpose": "The FA Propensity to Buy model is designed to identify and prioritize FAs in the BD/IAD channel with a high likelihood of making a compensable purchase in the next 6 months (Dormant & Prospect FAs) and next 12 months (Active FAs). \nThe model is segmented into three different modelling segments: active FAs, sales dormant, and prospect clients. The model was developed in Python whereas the feature engineering and transformations were done in Redshift (SQL) and Python.", + "Validated Use of Model": null, + "Aligned PE Expiration Date": null, + "Model Status": "In Use", + "Model Developer Group": "EDAI", + "Downstream Model": null, + "Retirement reason": null, + "Model Developer": "Kumar, Akshay", + "Compliance Requirements": null, + "User Category": null, + "Model Owner": "Mattson, Melissa A", + "Model Attestation for inventory": "True", + "ELT": "Ted Truscott", + "Model Sponsor support": "Kinav, Ozlem W", + "Model Certification Status": "Complete", + "Validation Director": "Chander Bhushan", + "Validation VP": "Radhika Chopra", + "FSV Anniversary date": "2024-04-16", + "Active Policy Exception": "No", + "Business Unit": "AM", + "Certification Completion Date": "2025-11-15", + "Model Use Flag": null, + "Model Attestation Status": "Complete", + "Related to insurance business": null, + "Model Category": [], + "Lifecycle Status": "Retired", + "Model Usages": null, + "Actual Production Date": "2021-05-12", + "Planned Production Date": "2021-05-12", + "Attestation Completion Date": "2025-11-17", + "Vendor Model": "No", + "Date of Last Full Validation": "2024-12-30", + "Model Sponsor": "Bumpus, James", + "Current Risk Tier": "T3", + "AIML Model": "Yes", + "Date of Last Annual Review": null, + "Validation Type": "Initial Validation(Full Scope Validation)", + "Name of Validator Review": "Saurabh Kathpalia", + "Date of Independent Validation": "2024-12-30", + "Validation Owner": null, + "Validation Type N": null, + "Open Policy Exception": "No", + "Open Findings": "No", + "Vendor Name": "N/A- not a vendor model", + "Vendor ID": null, + "Vendor Company": null, + "Governance Ownership": null, + "created_at": "2025-05-17", + "updated_at": "2025-11-19", + "created_by": "mrm_admin", + "updated_by": "mrm_admin", + "status": "Complete", + "description": "pool", + "assignedUser": "Dupont, Anthony", + "type": "Tiering Process", + "unique_id": "MOD-486", + "entity_type": "ModelInventory", + "due_date": null, + "workflowName": "Tiering workflow Final", + "delegated_by": null, + "is_archived": false, + "workflowId": 64, + "currentVersion": 1, + "associated_system": null, + "entity_code": "486", + "entity_alias": "BD-IAD Propensity to Buy Model - Columbia Threadneedle Funds - Prospect Advisors", + "model_name": "Propensity To Buy (Ptb)", + "model_id": 2559, + "request_type": "Normal", + "priority": null, + "association_name": null, + "association_id": null, + "request_to_model_id": null, + "app_name": null, + "subassigned_users": [], + "Health": "Medium", + "health_status": { + "label": null, + "color": null, + "fail_reason": null + }, + "due_at": null, + "status_description": "Tiering Initiation", + "tat_minutes": null, + "checklist_status": "0/0", + "checklist_total": 0, + "checklist_completed": 0, + "accesslevel": "Manage" + }, + { + "Platform": "AWS", + "Date of Next Full Validation": "2029-04-16", + "Region": null, + "Current Use Approval Status": "Approved for Use", + "Governing Technology Policy": null, + "Model Owner Support": "Kumar, Akshay", + "Gen AI": "No", + "Model Purpose": "The FA Propensity to Buy model is designed to identify and prioritize FAs in the BD/IAD channel with a high likelihood of making a compensable purchase in the next 6 months (Dormant & Prospect FAs) and next 12 months (Active FAs). \nThe model is segmented into three different modelling segments: active FAs, sales dormant, and prospect clients. The model was developed in Python whereas the feature engineering and transformations were done in Redshift (SQL) and Python.", + "Validated Use of Model": null, + "Aligned PE Expiration Date": null, + "Model Status": "In Use", + "Model Developer Group": "EDAI", + "Downstream Model": null, + "Retirement reason": null, + "Model Developer": "Kumar, Akshay", + "Compliance Requirements": null, + "User Category": null, + "Model Owner": "Mattson, Melissa A", + "Model Attestation for inventory": "True", + "ELT": "Ted Truscott", + "Model Sponsor support": "Kinav, Ozlem W", + "Model Certification Status": "Complete", + "Validation Director": "Chander Bhushan", + "Validation VP": "Radhika Chopra", + "FSV Anniversary date": "2024-04-16", + "Active Policy Exception": "No", + "Business Unit": "AM", + "Certification Completion Date": "2025-11-15", + "Model Use Flag": null, + "Model Attestation Status": "Complete", + "Related to insurance business": null, + "Model Category": [], + "Lifecycle Status": "Active", + "Model Usages": null, + "Actual Production Date": "2021-05-12", + "Planned Production Date": "2021-05-12", + "Attestation Completion Date": "2025-11-17", + "Vendor Model": "No", + "Date of Last Full Validation": "2024-12-30", + "Model Sponsor": "Bumpus, James", + "Current Risk Tier": "T3", + "AIML Model": "Yes", + "Date of Last Annual Review": null, + "Validation Type": "Initial Validation(Full Scope Validation)", + "Name of Validator Review": "Saurabh Kathpalia", + "Date of Independent Validation": "2024-12-30", + "Validation Owner": null, + "Validation Type N": null, + "Open Policy Exception": "No", + "Open Findings": "No", + "Vendor Name": "N/A- not a vendor model", + "Vendor ID": null, + "Vendor Company": null, + "Governance Ownership": null, + "created_at": "2025-05-17", + "updated_at": "2025-11-19", + "created_by": "mrm_admin", + "updated_by": "mrm_admin", + "status": "Complete", + "description": "pool", + "assignedUser": "Dupont, Anthony", + "type": "Tiering Process", + "unique_id": "MOD-485", + "entity_type": "ModelInventory", + "due_date": null, + "workflowName": "Tiering workflow Final", + "delegated_by": null, + "is_archived": false, + "workflowId": 64, + "currentVersion": 1, + "associated_system": null, + "entity_code": "485", + "entity_alias": "BD-IAD Propensity to Buy Model - Columbia Threadneedle Funds - Inactive Advisors", + "model_name": "Bd-Iad Propensity To Buy Model - Columbia Threadneedle Funds - Inactive Advisors", + "model_id": 2557, + "request_type": "Normal", + "priority": null, + "association_name": null, + "association_id": null, + "request_to_model_id": null, + "app_name": null, + "subassigned_users": [], + "Health": "Medium", + "health_status": { + "label": null, + "color": null, + "fail_reason": null + }, + "due_at": null, + "status_description": "Tiering Initiation", + "tat_minutes": null, + "checklist_status": "0/0", + "checklist_total": 0, + "checklist_completed": 0, + "accesslevel": "Manage" + } + ] + } + } +} \ No newline at end of file