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This provides sales consultants the ability to focus/tailor their activity to advisors based on sales likelihood", + "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": "Goyal, Akash G", + "Compliance Requirements": null, + "User Category": null, + "Model Owner": "Jenney, Luke X", + "Model Attestation for inventory": "True", + "ELT": "Joe Sweeney", + "Model Sponsor support": "Osterberg, Wendy", + "Model Certification Status": "Complete", + "Validation Director": "Sakshi", + "Validation VP": "Radhika Chopra", + "FSV Anniversary date": "2024-03-31", + "Active Policy Exception": "No", + "Business Unit": "AWM", + "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": "2026-07-07", + "Vendor Model": "No", + "Model Sponsor": "Janz, Sara S", + "Current Risk Tier": "T3", + "AIML Model": "Yes", + "Date of Last Annual Review": "2025-07-24", + "Name of Validator Review": "Hardik Bansal", + "Date of Independent Validation": "2024-03-31", + "Validation Type": "Initial Validation(Full Scope Validation)", + "Validation Owner": "Hardik Bansal", + "Validation Type N": null, + "Open Policy Exception": "No", + "Open Findings": "No", + "Vendor Name": "N/A- not a vendor model", + "Vendor ID": null, + "Vendor Company": "N/A- Not a vendor model", + "Governance Ownership": "Harshit", + "Date of Last Full Validation": "2024-03-31", + "created_at": "2025-05-17", + "updated_at": "2025-12-15", + "created_by": "mrm_admin", + "updated_by": "Sheridan.Vang", + "status": "Complete", + "description": "pool", + "assignedUser": "Dupont, Anthony", + "type": "Tiering Process", + "unique_id": "MOD-368", + "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": "368", + "entity_alias": "Propensity to sell SP", + "model_name": "Propensity To Sell Sp; Propensity To Sell Ap ; Propensity To Sell Sps Advantage", + "model_id": 2539, + "request_type": "Normal", + "priority": null, + "association_name": null, + "association_id": null, + "request_to_model_id": null, + "app_name": null, + "subassigned_users": [], + "Health": "Low", + "health_status": { + "label": null, + "color": null, + "fail_reason": null + }, + "due_at": null, + "tat_minutes": null, + "status_description": "Tiering Initiation", + "checklist_total": 0, + "checklist_completed": 0, + "checklist_status": "0/0", + "accesslevel": "Manage" + }, + { + "Platform": "Python/SageMaker/ AWS", + "Date of Next Full Validation": "2029-10-01", + "Region": null, + "Current Use Approval Status": "Approved for Use", + "Governing Technology Policy": null, + "Model Owner Support": "Goyal, Akash G", + "Gen AI": "No", + "Model Purpose": "Used to generate target advisor lists for different Pledge related marketing initiatives along with future direct to client awareness campaigns. Since the model has been built, Enterprise Data Analytics and Insights (EDAI) Bank and Cash Solutions (BCS) Analytics team have used it for advisor/client targeting purposes as an input for annual BCS focus advisor list, quarterly marketing advisor list, Pledge and Margin segmentation tool and Goldman Sachs focus advisor list. This model also has been leveraged for advisor Trimester campaigns conducted by BCS Marketing team and direct-to-client campaigns.", + "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": "Bandaru, Tejaswini", + "Compliance Requirements": null, + "User Category": null, + "Model Owner": "Walsh, Matt J", + "Model Attestation for inventory": "True", + "ELT": "Joe Sweeney", + "Model Sponsor support": "Osterberg, Wendy", + "Model Certification Status": "Complete", + "Validation Director": "Chander Bhushan", + "Validation VP": "Radhika Chopra", + "FSV Anniversary date": "2024-10-01", + "Active Policy Exception": "No", + "Business Unit": "AWM", + "Certification Completion Date": "2025-11-19", + "Model Use Flag": null, + "Model Attestation Status": "Complete", + "Related to insurance business": null, + "Model Category": [], + "Lifecycle Status": "Active", + "Model Usages": null, + "Actual Production Date": "2020-12-04", + "Planned Production Date": "2020-12-04", + "Attestation Completion Date": "2026-07-07", + "Vendor Model": "No", + "Model Sponsor": "Janz, Sara S", + "Current Risk Tier": "T3", + "AIML Model": "Yes", + "Date of Last Annual Review": null, + "Name of Validator Review": "Mayank Prateek", + "Date of Independent Validation": "2024-10-01", + "Validation Type": "Initial Validation(Full Scope Validation)", + "Validation Owner": "Mayank Prateek", + "Validation Type N": null, + "Open Policy Exception": "No", + "Open Findings": "No", + "Vendor Name": "N/A- not a vendor model", + "Vendor ID": null, + "Vendor Company": "N/A- Not a vendor model", + "Governance Ownership": "Harshit", + "Date of Last Full Validation": "2024-10-01", + "created_at": "2025-05-17", + "updated_at": "2025-12-15", + "created_by": "mrm_admin", + "updated_by": "Sheridan.Vang", + "status": "Complete", + "description": "pool", + "assignedUser": "Dupont, Anthony", + "type": "Tiering Process", + "unique_id": "MOD-158", + "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": "158", + "entity_alias": "Pledge Client Group Propensity Model", + "model_name": "Pledge Client Group Propensity Model", + "model_id": 2524, + "request_type": "Normal", + "priority": null, + "association_name": null, + "association_id": null, + "request_to_model_id": null, + "app_name": null, + "subassigned_users": [], + "Health": "Low", + "health_status": { + "label": null, + "color": null, + "fail_reason": null + }, + "due_at": null, + "tat_minutes": null, + "status_description": "Tiering Initiation", + "checklist_total": 0, + "checklist_completed": 0, + "checklist_status": "0/0", + "accesslevel": "Manage" + }, + { + "Platform": "SAS", + "Date of Next Full Validation": "2029-09-26", + "Region": null, + "Current Use Approval Status": "Approved for Use", + "Governing Technology Policy": null, + "Model Owner Support": "Goyal, Akash G", + "Gen AI": "No", + "Model Purpose": "Bank and Cash Solutions uses this tool for targeting households to take home loan, by BCS marketing team for marketing initiatives. The model score denotes the probability of a household to take loan in a future time window, and hence will be used to rank order the households.", + "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": "Goyal, Akash G", + "Compliance Requirements": null, + "User Category": null, + "Model Owner": "Walsh, Matt J", + "Model Attestation for inventory": "True", + "ELT": "Joe Sweeney", + "Model Sponsor support": "Osterberg, Wendy", + "Model Certification Status": "Complete", + "Validation Director": "Sakshi", + "Validation VP": "Radhika Chopra", + "FSV Anniversary date": "2024-09-26", + "Active Policy Exception": "No", + "Business Unit": "AWM", + "Certification Completion Date": "2025-11-19", + "Model Use Flag": null, + "Model Attestation Status": "Complete", + "Related to insurance business": null, + "Model Category": [], + "Lifecycle Status": "Active", + "Model Usages": null, + "Actual Production Date": "2020-12-04", + "Planned Production Date": "2020-12-04", + "Attestation Completion Date": "2026-07-07", + "Vendor Model": "No", + "Model Sponsor": "Janz, Sara S", + "Current Risk Tier": "T3", + "AIML Model": "Yes", + "Date of Last Annual Review": null, + "Name of Validator Review": "Kaushik Mahato", + "Date of Independent Validation": "2024-09-26", + "Validation Type": "Initial Validation(Full Scope Validation)", + "Validation Owner": "Kaushik Mahato", + "Validation Type N": null, + "Open Policy Exception": "No", + "Open Findings": "No", + "Vendor Name": "N/A- not a vendor model", + "Vendor ID": null, + "Vendor Company": "N/A- Not a vendor model", + "Governance Ownership": "Harshit", + "Date of Last Full Validation": "2024-09-26", + "created_at": "2025-05-17", + "updated_at": "2025-12-15", + "created_by": "mrm_admin", + "updated_by": "Sheridan.Vang", + "status": "Complete", + "description": "pool", + "assignedUser": "Dupont, Anthony", + "type": "Tiering Process", + "unique_id": "MOD-155", + "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": "155", + "entity_alias": "Home Lending Client Group Propensity Model", + "model_name": "Home Lending Client Group Model", + "model_id": 2522, + "request_type": "Normal", + "priority": null, + "association_name": null, + "association_id": null, + "request_to_model_id": null, + "app_name": null, + "subassigned_users": [], + "Health": "Low", + "health_status": { + "label": null, + "color": null, + "fail_reason": null + }, + "due_at": null, + "tat_minutes": null, + "status_description": "Tiering Initiation", + "checklist_total": 0, + "checklist_completed": 0, + "checklist_status": "0/0", + "accesslevel": "Manage" + }, + { + "Platform": "SAS", + "Date of Next Full Validation": "2029-12-30", + "Region": null, + "Current Use Approval Status": "Approved for Use", + "Governing Technology Policy": null, + "Model Owner Support": "Goyal, Akash G", + "Gen AI": "No", + "Model Purpose": "Bank and Cash Solutions uses this tool for targeting clients by marketing team for selling Cards. The model score denotes the probability of a client to open and activate a Card in a future time window, and hence will be used to rank order the clients. An old card model used to exist in the SAS environment but as we are migrating to the Lake hence we have rebuilt this Cards model from scratch using python on AWS platform.", + "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": "Goyal, Akash G", + "Compliance Requirements": null, + "User Category": null, + "Model Owner": "Walsh, Matt J", + "Model Attestation for inventory": "True", + "ELT": "Joe Sweeney", + "Model Sponsor support": "Osterberg, Wendy", + "Model Certification Status": "Complete", + "Validation Director": "Chander Bhushan", + "Validation VP": "Radhika Chopra", + "FSV Anniversary date": "2024-12-30", + "Active Policy Exception": "No", + "Business Unit": "AWM", + "Certification Completion Date": "2025-11-19", + "Model Use Flag": null, + "Model Attestation Status": "Complete", + "Related to insurance business": null, + "Model Category": [], + "Lifecycle Status": "Active", + "Model Usages": null, + "Actual Production Date": "2020-12-04", + "Planned Production Date": "2020-12-04", + "Attestation Completion Date": "2026-07-07", + "Vendor Model": "No", + "Model Sponsor": "Janz, Sara S", + "Current Risk Tier": "T3", + "AIML Model": "Yes", + "Date of Last Annual Review": null, + "Name of Validator Review": "Mayank Prateek", + "Date of Independent Validation": "2024-12-30", + "Validation Type": "Initial Validation(Full Scope Validation)", + "Validation Owner": "Mayank Prateek", + "Validation Type N": null, + "Open Policy Exception": "No", + "Open Findings": "No", + "Vendor Name": "N/A- not a vendor model", + "Vendor ID": null, + "Vendor Company": "N/A- not a vendor model", + "Governance Ownership": "Harshit", + "Date of Last Full Validation": "2024-12-30", + "created_at": "2025-05-17", + "updated_at": "2025-12-15", + "created_by": "mrm_admin", + "updated_by": "Sheridan.Vang", + "status": "Complete", + "description": "pool", + "assignedUser": "Dupont, Anthony", + "type": "Tiering Process", + "unique_id": "MOD-154", + "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": "154", + "entity_alias": "Card Client Predictive Model", + "model_name": "Card Client Predictive Model", + "model_id": 2520, + "request_type": "Normal", + "priority": null, + "association_name": null, + "association_id": null, + "request_to_model_id": null, + "app_name": null, + "subassigned_users": [], + "Health": "Low", + "health_status": { + "label": null, + "color": null, + "fail_reason": null + }, + "due_at": null, + "tat_minutes": null, + "status_description": "Tiering Initiation", + "checklist_total": 0, + "checklist_completed": 0, + "checklist_status": "0/0", + "accesslevel": "Manage" + } + ] + } + } +} \ No newline at end of file