{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd58-adad1eef8a06", "slug": "6d468b23a6e474e6", "title": "rmb morgan stanley conference quilter september 2019", "subtitle": "Quilter", "author": "Quilter", "pageCount": 18, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.778, "document": { "id": "019dd923-5e88-73ef-bd58-adad1eef8a06", "slug": "6d468b23a6e474e6", "title": "rmb morgan stanley conference quilter september 2019", "rawTitle": "rmb morgan stanley conference quilter september 2019", "authorId": "MorganStanley", "authorName": "Quilter", "authorDisplay": "Quilter", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "equity_research", "label": "Equity research" }, "fileName": "rmb-morgan-stanley-conference-quilter-september-2019.pdf", "sourceUrl": null, "sourceDate": "2019-09-15 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-24 14:50:26+00", "status": "ready", "pageCount": 18, "orientation": "landscape", "aspectRatio": 1.778, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/6d468b23a6e474e6", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 18, "pagesIndexed": 18, "pagesWithImages": 18, "pagesWithMetadata": 18, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 76, "chartCount": 12, "metricSlides": 0, "toolMatches": 14, "documentToolMatches": 0, "frameworkMatches": 5, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "evidence": "The document's structure and content match the Sequoia Pitch narrative arc, with sections on market insight, performance, and business initiatives.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:18:53.554873+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Problem", "beatId": "17de49a0-c9d7-43ca-b623-61659f600553", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The section on market insight and customer journey", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Solution", "beatId": "d83f414a-9ee3-4d89-9244-025544993549", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The sections on executive summary and KPI dashboard", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Financials", "beatId": "229ea3ca-8114-41cb-be6e-b374876c8625", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The KPI dashboard section", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 15, "name": "Business Model", "beatId": "e33c0ed8-0d5a-4ce8-9cc8-43570a6ba7c9", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The section on Quilter's multi-channel advice-led model", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "2fef4417-0e33-43f8-8c81-c2216f35bed9", "evidence": "The section on market insight and industry trends", "position": 0, "objective": "To highlight Quilter's position in the market", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.709819+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 14, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "58f359aa-d213-41f9-9b52-c2fc063b5565", "evidence": "The sections on UK Platform Transformation Programme and optimisation", "position": 1, "objective": "To showcase Quilter's plans for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.744093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Scenario planning", "slug": "scenario-planning", "status": "active", "bestFor": "Time horizon ≥12 months · ≥2 high-impact uncertainties that cannot be expressed as probability distributions · top two uncertainties roughly independent · team commits to revisit every 12–18 months. For shorter horizons use sensitivity analysis; for quantifiable risk use Monte Carlo; for one-dominant-uncertainty use cascade scenarios.", "canonId": "019de52d-1eb5-7639-abaa-44d7f65af562", "version": 1, "bodyDocId": "1b2fdf8f-9345-4d78-9875-7184e3da22ec", "description": "A structured way to think about the future when prediction is impossible. Build three to four distinct, internally-coherent stories of how the world could unfold, and stress-test strategy against each. The output is a set of named worlds the team can argue with — not a probability distribution.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "block", "agents": null, "matchId": "62407811-82d4-4001-ba64-b34a5f6d1487", "evidence": "keyword-coverage: scenario, uncertainty", "pageRefs": [ 17 ], "priority": null, "whenToUse": "Time horizon ≥12 months · ≥2 high-impact uncertainties that cannot be expressed as probability distributions · top two uncertainties roughly independent · team commits to revisit every 12–18 months. For shorter horizons use sensitivity analysis; for quantifiable risk use Monte Carlo; for one-dominant-uncertainty use cascade scenarios.", "confidence": 0.2, "extraction": { "at": "2026-05-04 12:22:11.319774+00", "model": "keyword-backfill-v1", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": "Solves the two failure modes of forecasting at once: being precisely wrong (point estimates anyone can falsify) and uselessly hedged (ranges so wide they cannot guide action). Scenarios commit to a small set of plausible worlds and crystallise strategy into no-regret moves, sequenced bets, and lose-everywhere moves to drop. Names + early signals + wind-vane triggers turn the exercise into a usable contingency plan.", "antipattern": "Best/base/worst case (three points on one axis, not four scenarios) · probability-weighted average of scenarios (collapses to expected value) · Goldilocks-spaced scenarios that rank good-to-bad · scenarios named \"Scenario A/B/C\" instead of world-shape names · 50-row Excel labelled as a scenario (model, not story) · scenarios without measurable early signals.", "cardinality": null, "narrativePurpose": "Force narrative discipline on multi-year decisions where single-point forecasts fail. Translate structural uncertainty into a small set of decision frames the boardroom can act on by name." }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "a712eead-1276-4e04-84e0-3d5aaddf6ea6", "evidence": "The slide is a cover slide with a clear title and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:17.530998+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a7cbf8a2-cc77-46ef-9e3d-502a64a24b2f", "evidence": "The slide does not explicitly show a 2x2 matrix, but it presents data in a list/bullet format.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 21:47:17.65575+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8e75f420-c651-430d-8add-8a5d7975b4bc", "evidence": "The slide provides a clear executive summary of Quilter's business snapshot.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:17.611916+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "540eb90a-2063-46f7-b855-c6d047920674", "evidence": "The slide is a section divider with a clear title and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:17.737299+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "d52f7615-2218-49d9-817d-aed79ff7a8e0", "evidence": "The bar chart is used to effectively display the data on forecast global asset management flows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:17.818192+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Customer journey map", "slug": "customer-journey-map", "status": "active", "bestFor": null, "canonId": "019de52d-1b26-7499-98c8-1091acc836be", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8dcb989e-43fc-4d74-81e0-9e66d08a3332", "evidence": "The slide presents a customer journey map showing UK adult population vs liquid wealth distribution.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:17.899723+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5922c495-81c3-47c6-876b-48a8ca6940b7", "evidence": "The slide presents a waterfall chart showing UK adult population vs liquid wealth distribution.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:17.940097+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "07154803-f6b0-45de-9eb6-06c7b724474f", "evidence": "The slide is a section divider with a clear title and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:18.02249+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "336f7d59-c0b3-4585-918b-009163841f79", "evidence": "The slide is titled 'H1 2019 highlights: financial, strategic and operational progress' and provides a summary of key achievements.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:48.193567+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9d62b367-7547-4189-888d-c2ab7768c915", "evidence": "The slide provides an executive summary of financial performance and key metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:48.280855+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "51e07c01-9b8d-428e-828c-ef44f663b2aa", "evidence": "The slide serves as a section divider, titled 'Business initiatives'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:48.405713+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e56eedff-aea9-4181-987f-52aa36edc5ad", "evidence": "The slide is titled 'Quilter's multi-channel advice-led model' and describes a model serving customers across the wealth spectrum.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:19:51.043293+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "02e30e2a-cb75-470d-8f57-f8dd04f0e620", "evidence": "The slide is titled 'Quilter' and contains a logo, which is typical of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:51.190771+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f662e229-ef70-40d9-805f-4b3a111c6651", "evidence": "The right side of the slide maps financial needs (ISAs, pension transfer, retirement income) across a 60-year customer age timeline.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:07:26.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "customer-journey-map" }, { "matchId": "cab53d2a-00c0-412a-9462-9d4be2af23a5", "evidence": "Chronological representation of corporate events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:07:27.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "timeline" }, { "matchId": "455497a0-569a-4570-9874-1a1be8dbea1c", "evidence": "Visual timeline representation of project phases", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:07:26.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "gantt-chart" }, { "matchId": "ced0393e-8309-4d5b-a61f-dc8d8d51c8f5", "evidence": "The slide uses a chronological arrow-based timeline to show progress and impact.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:07:27.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "timeline" }, { "matchId": "e45bc0d0-be8f-4606-a2e4-1eccd1551e73", "evidence": "The slide maps business functions against customer segments in a grid-like layout.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:07:27.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "matrix-nxn" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "claude", "scoredAt": "2026-05-02 13:31:18.509+00", "subScores": { "scqa_arc": 50, "action_titles": 65, "mece_structure": 70, "closing_strength": 48, "evidence_quality": 78, "clarity_of_thesis": 55, "production_quality": 70, "visual_storytelling": 70 }, "totalScore": 63, "coveragePct": 100, "explanations": { "scqa_arc": "Deck follows a classic analytical-dump pattern (context to results to initiatives) without explicit Complication or Question; no tension is raised before the answer is delivered.", "action_titles": "Most content slides carry action titles, but several remain thematic labels rather than insight-bearing sentences (e.g., S9 'Resilient performance', S13 'Optimisation: good progress made' vs. a stronger version like 'H1 profit grew 5% despite challenging flows').", "mece_structure": "Three sections (Market insight, Performance, Business initiatives) are reasonably MECE for an investor update, though S11 timeline and S13/S14 initiatives partially overlap on the transformation narrative.", "closing_strength": "S14 ends with a soft 'Confident in prospects' callout and a task list, but there is no crisp recommendation, ask, or next-step CTA before the Q&A/disclaimer slides 16-18.", "evidence_quality": "Strong quantitative backing throughout: S8 has 10 data points, S9 five comparison charts, S11 fifteen timeline events; claims are consistently tied to metrics and footnotes.", "clarity_of_thesis": "Slide 2 positions Quilter descriptively ('UK-centric full service wealth manager') but no declarative investment thesis emerges in slides 1-5; reader infers rather than receives the argument.", "production_quality": "Action-title density is high on content slides, color coding (grey 2018 / green 2019) is consistent, footnotes are present on data slides; minor demerits for S5 overcrowding and a few label-style titles.", "visual_storytelling": "Good variety - bar charts on S9, timeline on S11, callout grid on S7, process diagram on S15 - but S5 is flagged overcrowded and S8 mixes bullets with a KPI table that could be a single visual." }, "slidesAnalyzed": 18 }, "review": { "backend": null, "verdict": "Competent investor-conference update with a clean three-pillar spine but missing the Complication and a real close — useful as an example of pillar structure and callout discipline, not as a Storymakers narrative exemplar.", "reviewedAt": "2026-04-25 05:36:44+00", "slidesSeen": 18, "suggestions": [ "Rewrite p2 as a thesis slide ('Quilter is on track to deliver £X by 2020 despite Y') so the audience knows the argument before the market context lands", "Promote the p14 callout ('Confident in prospects for 2020 and beyond') into a dedicated closing slide with 2-3 evidenced reasons, replacing the model-framework finale at p15", "Convert label titles (p7, p9, p13, p14) into declarative action titles that state the takeaway — e.g., p9 from 'Resilient performance' to 'Profit up 5% to £115m despite challenged flows'", "Insert a one-page Complication between p5 and p6 naming the headwinds (flows, dual-running costs, platform migration risk) so the initiatives section answers a question the deck has already posed" ], "closingScore": 38, "openingScore": 42, "topStrengths": [ "Clear three-pillar spine with explicit dividers (p3, p6, p10) makes the deck easy to navigate", "Strong concrete callouts pull the eye to the number that matters — e.g., '£25m additional costs for programme completion' (p12) and '£115m adjusted profit up 5%' (p7)", "p4-5 pair market growth (+14%) with a 60-year customer-lifecycle frame, giving the market section a real point of view" ], "topWeaknesses": [ "No Complication: the deck never names the problem the strategy is solving, so 'Business initiatives' (p10-14) feel like activities rather than answers", "Weak open and close — p2 is a descriptor and p15 is a framework, so the deck neither hooks nor lands", "Topic-label titles on the most important pages: 'Executive summary: solid performance' (p8) and 'Resilient performance' (p9) are adjectives, not insights", "p15 'multi-channel advice-led model' arrives after the plan slides — a positioning frame this fundamental belongs near the top, not as a coda" ], "narrativeScore": 58, "pillarCritique": "Three section dividers (p3 Market insight, p6 Performance, p10 Business initiatives) act as MECE-ish pillars — context, results, plan — which is a defensible structure for an investor update, though the labels are topic dumps rather than action-titled pillar statements.", "closingCritique": "The deck tapers into a framework slide ('Quilter's multi-channel advice-led model', p15) followed immediately by Q&A and disclaimer — no recommendation, no 'why we will win', no memorable close. The strongest forward-looking line ('Confident in prospects for 2020 and beyond', p14 callout) is buried inside a task list rather than elevated to a closing slide.", "openingCritique": "First five slides establish 'who we are' (p2) and 'the market is growing' (p4-5) but never lead with a thesis or stake — by p5 the reader still does not know what the deck is arguing. A conference Off-Piste benefits from a hook on p2; instead it opens with a generic descriptor title.", "extractionSeconds": 61.89456, "narrativeCritique": "Three-act investor-update structure (Market insight → Performance → Business initiatives) is clean but flat — there is no Complication act, so the deck reads as a status update rather than an SCQA story. The 'Resolution' (p13-15) lists initiatives without ever surfacing a tension that those initiatives resolve.", "titleQualityScore": 52, "titleQualityCritique": "Roughly half are declarative ('Growth driven by structural market trends', p4; 'We meet the changing needs of our target customers over their life cycle', p5) but the rest are noun-phrase labels ('Resilient performance', p9; 'Optimisation: good progress made', p13; 'Key tasks for H2 2019 and 2020', p14) that describe the topic instead of stating the insight." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/AnOyJC6NJ954jOrRV1ZkKf1sQz7Rpp4lLZJ7SuQ7qH0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82ZDQ2OGIyM2E2ZTQ3NGU2L3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 49, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "logo_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:24.956+00", "seconds": 1.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/1", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-1", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.12, "x": 0.78, "y": 0.78 }, "kind": "image", "text": "Quilter", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:24.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55c299d2-6647-49fc-889e-55d174a5ab3f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.18, "x": 0.75, "y": 0.31 }, "kind": "paragraph", "text": "September 2019", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:24.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c18bfba4-f665-4f21-85a7-38739fbb14e0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.55, "x": 0.38, "y": 0.23 }, "kind": "title", "text": "RMB Morgan Stanley Off Piste", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:24.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a3a54c1-406d-47c5-8aea-4847b6e91ff1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "a712eead-1276-4e04-84e0-3d5aaddf6ea6", "evidence": "The slide is a cover slide with a clear title and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:17.530998+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/alFz0ktxGGo0eCENE37pvO0WwqQ3uka4nKkc162ekgk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82ZDQ2OGIyM2E2ZTQ3NGU2L3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/TpUJqI7sTXagERiqKge6AJL0VWdhruSXH8EQvmNvW2M/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82ZDQ2OGIyM2E2ZTQ3NGU2L3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/rQ5_IFAKkjz2FNKC0W8xQNs2wEmy2TpPTb29bLOm4AU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82ZDQ2OGIyM2E2ZTQ3NGU2L3AwMDEucG5n" }, { "page": 2, "type": "setup", "title": "Includes a line chart comparing share price performance and a segmented bar chart for geographic share register.", "function": "establish_context", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 7, "textChars": 618, "nDataPoints": 10, "notes": "Includes a line chart comparing share price performance and a segmented bar chart for geographic share register.", "elementsJson": [ "headline_text", "bullet_list", "line_chart", "bar_chart_100pct", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:25.708+00", "seconds": 2.692, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/2", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-2", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.45, "x": 0.48, "y": 0.78 }, "kind": "chart", "text": "Share register by geography", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.708+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdd72fb8-a0d0-46fa-a195-daf5432538ce", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.48, "y": 0.18 }, "kind": "chart", "text": "Share price performance YTD vs SA financials peers", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.708+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46a6dfc8-87cf-466c-ab2a-b371d736eedb", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.07, "y": 0.9 }, "kind": "disclaimer", "text": "1. Source: FactSet as at 31 August 2019; prices rebased to 100. 2. GBP:ZAR 1: 17.9845 as at 12 September 2019. 3. Market capitalisation as at 12 September 2019. 4. Company analysis as at 19 August 2019.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.708+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "763d28cc-3359-41c0-9543-097ae8ef5322", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.07, "y": 0.22 }, "kind": "list", "text": "Leading UK and cross-border wealth manager with £100bn+/ ZAR1.8tn+ of customer assets; Advice-led investment solutions; LSE & JSE listed with £2.6bn/ ZAR46.3bn market cap; Proven track record; 2019 Interim Results: £115m profit, 29% margin.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.708+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f8e51ae-9324-4ebe-9631-4c80ab41793d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Customer Assets: £100bn+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8454-e7bf82ae2481", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.07, "y": 0.17 }, "kind": "title", "text": "Business snapshot", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.708+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49365ede-5139-403a-a52c-518ac757783c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.07, "y": 0.06 }, "kind": "title", "text": "Quilter: a leading, UK-centric full service wealth manager", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.708+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84640b5c-9e9e-42c3-98de-66d0ea4b31ad", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a7cbf8a2-cc77-46ef-9e3d-502a64a24b2f", "evidence": "The slide does not explicitly show a 2x2 matrix, but it presents data in a list/bullet format.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 21:47:17.65575+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8e75f420-c651-430d-8add-8a5d7975b4bc", "evidence": "The slide provides a clear executive summary of Quilter's business snapshot.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:17.611916+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 2, "textChars": 21, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:25.337+00", "seconds": 2.201, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/3", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-3", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.12, "x": 0.78, "y": 0.79 }, "kind": "image", "text": "Quilter", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.337+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d373398d-e7ae-4fec-b6b3-81e7f4eae288", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.253, "x": 0.658, "y": 0.228 }, "kind": "title", "text": "Market insight", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.337+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7233067f-f2f6-42d9-88ae-0fe560859f40", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "540eb90a-2063-46f7-b855-c6d047920674", "evidence": "The slide is a section divider with a clear title and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:17.737299+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "function": "establish_context", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 7, "textChars": 698, "nDataPoints": 12, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "bar_chart_vertical", "bar_chart_100pct", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:31.025+00", "seconds": 7.803, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/4", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-4", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.28, "x": 0.67, "y": 0.17 }, "kind": "chart", "text": "Forecast global asset management flows", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:31.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "945d7227-afcf-4015-91f8-cb79340b94c2", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.38, "y": 0.17 }, "kind": "chart", "text": "Total UK platform market AUA £bn", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:31.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3901b33e-7ca6-41fe-82ad-41d4d7b645f2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.07, "y": 0.9 }, "kind": "disclaimer", "text": "1. Source: Fundscape. 2. Source: BCG Global Asset Management 2016 – Doubling down on data. 3. Note Solutions includes absolute return, target date, global asset allocation, flexible income and volatility funds; LDIs; and multi-asset and traditional balanced products. 4. Note Active core includes actively managed domestic large-cap equity, domestic government and corporate debt, money market and structured products.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:31.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea4b10e1-6bba-486b-a42d-66735147c3e5", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.07, "y": 0.2 }, "kind": "list", "text": "Savings gap\nShift from Defined Benefit to Defined Contribution pensions\nImportance of advice", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:31.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4691862f-751e-494f-8f08-380eb9ddc9d0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "CAGR: +14%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8455-85dd31eb2593", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.07, "y": 0.08 }, "kind": "title", "text": "Advice, investment solutions, platform consolidation and retirement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:31.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d2867a0-9cca-4d6a-98b9-93c8af436790", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.07, "y": 0.03 }, "kind": "title", "text": "Growth driven by structural market trends", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:31.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fccc65bd-2613-44ab-88d8-7ce91929c661", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "d52f7615-2218-49d9-817d-aed79ff7a8e0", "evidence": "The bar chart is used to effectively display the data on forecast global asset management flows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:17.818192+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "17de49a0-c9d7-43ca-b623-61659f600553", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The section on market insight and customer journey", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "2fef4417-0e33-43f8-8c81-c2216f35bed9", "evidence": "The section on market insight and industry trends", "position": 0, "objective": "To highlight Quilter's position in the market", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.709819+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "resolution", "title": "The slide uses a waterfall-style bridge to segment the UK adult population by liquid wealth and a bell curve to illustrate the customer lifecycle.", "function": "size_opportunity", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 7, "textChars": 688, "nDataPoints": 10, "notes": "The slide uses a waterfall-style bridge to segment the UK adult population by liquid wealth and a bell curve to illustrate the customer lifecycle.", "elementsJson": [ "headline_text", "bar_chart_stacked", "bullet_list", "area_chart", "footnote" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:26.932+00", "seconds": 3.584, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/5", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-5", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Opportunity to serve customers for c.60 years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8455-5072eff538ad", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.53, "y": 0.22 }, "kind": "chart", "text": "Bell curve representing customer wealth needs over 60 years", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Area chart", "slug": "area", "status": "active", "canonId": "019de52c-ff89-71e0-911e-5cab78b90f53", "version": 1, "description": null }, "framework": null }, "subkind": "area", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e6b25eb-31fd-49f2-96aa-c86fa6663d1d", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.28, "x": 0.07, "y": 0.22 }, "kind": "chart", "text": "Waterfall chart showing UK adult population vs liquid wealth distribution", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bea7a6e-b7e4-451e-93eb-5fca00eb9e5f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.28, "y": 0.25 }, "kind": "list", "text": "c.50 million adults in the UK; c.5 million affluent adults with over £100k in liquid assets; Further c.10 million adults with £30-100k in liquid assets", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cfe4019-0745-42f0-bb44-d472e345e765", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Liquid wealth: £1.7 trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8455-5512f326e541", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.07, "y": 0.91 }, "kind": "source-note", "text": "1. Source: GlobalData, Financial Wealth in the UK: Sizing the Market Opportunity, March 2017. Data shown for 2017 forecast. 2. Liquid assets includes cash/deposits, ordinary stocks and shares, government and other bonds and other collective investment schemes.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35374fa9-4393-44b2-947b-94e420a9f174", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.07, "y": 0.06 }, "kind": "title", "text": "We meet the changing needs of our target customers over their life cycle", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95633ce1-b4d5-4e12-9287-8b8108db4bd3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Customer journey map", "slug": "customer-journey-map", "status": "active", "bestFor": null, "canonId": "019de52d-1b26-7499-98c8-1091acc836be", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8dcb989e-43fc-4d74-81e0-9e66d08a3332", "evidence": "The slide presents a customer journey map showing UK adult population vs liquid wealth distribution.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:17.899723+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5922c495-81c3-47c6-876b-48a8ca6940b7", "evidence": "The slide presents a waterfall chart showing UK adult population vs liquid wealth distribution.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:47:17.940097+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f662e229-ef70-40d9-805f-4b3a111c6651", "evidence": "The right side of the slide maps financial needs (ISAs, pension transfer, retirement income) across a 60-year customer age timeline.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:07:26.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "customer-journey-map" } ], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "17de49a0-c9d7-43ca-b623-61659f600553", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The section on market insight and customer journey", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "2fef4417-0e33-43f8-8c81-c2216f35bed9", "evidence": "The section on market insight and industry trends", "position": 0, "objective": "To highlight Quilter's position in the market", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.709819+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 2, "textChars": 18, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:25.382+00", "seconds": 1.746, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/6", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-6", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.12, "x": 0.78, "y": 0.8 }, "kind": "image", "text": "Quilter", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f13f2c6-68be-4afb-b3bb-4b2aeb196db2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.22, "x": 0.685, "y": 0.235 }, "kind": "title", "text": "Performance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:25.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e840a66a-2f37-447d-ab58-8d3fd2af90aa", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "07154803-f6b0-45de-9eb6-06c7b724474f", "evidence": "The slide is a section divider with a clear title and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:47:18.02249+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a 3x2 grid layout to categorize key business highlights.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 7, "textChars": 686, "nDataPoints": 5, "notes": "The slide uses a 3x2 grid layout to categorize key business highlights.", "elementsJson": [ "headline_text", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.114+00", "seconds": 3.069, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/7", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-7", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Adjusted profit up 5% to £115m in a challenging flow environment.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8455-2dd7b260cdbb", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.28, "x": 0.08, "y": 0.15 }, "kind": "list", "text": "Financial: Solid financial performance (Adjusted profit up 5% to £115m), Strong capital (Solvency II ratio 181%, Interim dividend 1.7 pence per share)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.114+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8345f91e-7e6f-420a-b939-ece9a45f1607", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.28, "x": 0.68, "y": 0.15 }, "kind": "list", "text": "Operational: PTP progressing well (UK Platform upgrade), Good optimisation progress (Programme delivery driving operating margin improvement)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.114+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aadb3641-ac63-4a04-abe2-b4ce1a9a93b7", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.28, "x": 0.38, "y": 0.15 }, "kind": "list", "text": "Strategic: Investing in advice (Acquisitions of Charles Derby Group & Lighthouse plc), Focussing business perimeter (Sale of Quilter Life Assurance for £425m)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.114+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f805539b-b6e6-4651-8e36-bc61583e593c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted profit: £115m", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8455-334161546e29", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.08, "y": 0.94 }, "kind": "source-note", "text": "1. Including 0.43 pence per share in respect of QLA's first half profit contribution.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.114+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74b3bb1d-ef96-42c8-a74a-d6e788fdab22", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.08, "y": 0.06 }, "kind": "title", "text": "H1 2019 highlights: financial, strategic and operational progress", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.114+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1221719-7409-4d08-ae24-1077c04206f1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "336f7d59-c0b3-4585-918b-009163841f79", "evidence": "The slide is titled 'H1 2019 highlights: financial, strategic and operational progress' and provides a summary of key achievements.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:48.193567+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Solution", "beatId": "d83f414a-9ee3-4d89-9244-025544993549", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The sections on executive summary and KPI dashboard", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "type": "setup", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 564, "nDataPoints": 30, "notes": null, "elementsJson": [ "bullet_list", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:26.535+00", "seconds": 2.405, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/8", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-8", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.4, "x": 0.08, "y": 0.92 }, "kind": "disclaimer", "text": "1. Inclusive of 0.43 pence per share in respect of QLA's first half profit contribution. 2. Excluding Quilter Life Assurance (QLA). 3. Represents total IFRS (loss)/profit including discontinued operations.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99866158-f104-42e8-86d1-433b86f589a7", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.35, "x": 0.08, "y": 0.23 }, "kind": "list", "text": "Adjusted profit growth of 5% to £115m; Adjusted diluted earnings per share of 5.5p in line with prior year; Interim dividend of 1.7 pence per share; NCCF of £0.3bn; Integrated flows of £1.3bn; Good growth in RFPs", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b7d06cd-91b3-4b14-893c-9229f83c9e54", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted profit before tax: £115m", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8454-a75b06c2b5c5", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.48, "x": 0.47, "y": 0.15 }, "kind": "table", "text": "Key Performance Indicators from continuing operations including QLA", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "474f6ad9-5314-4866-bbc0-65ee87d0a635", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.08, "y": 0.06 }, "kind": "title", "text": "Executive summary: solid performance in H1 2019", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cff43326-7774-41c8-96fc-92b7991f6ac7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9d62b367-7547-4189-888d-c2ab7768c915", "evidence": "The slide provides an executive summary of financial performance and key metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:48.280855+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Solution", "beatId": "d83f414a-9ee3-4d89-9244-025544993549", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The sections on executive summary and KPI dashboard", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "analysis", "title": "The slide uses bar charts to compare H1 2018 and H1 2019 performance across five key metrics.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 8, "textChars": 167, "nDataPoints": 10, "notes": "The slide uses bar charts to compare H1 2018 and H1 2019 performance across five key metrics.", "elementsJson": [ "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.262+00", "seconds": 3.08, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/9", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-9", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.22, "x": 0.082, "y": 0.165 }, "kind": "chart", "text": "Average AuMA", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d95a550-6669-4b3c-9ae0-fc6f7c23bf47", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.406, "y": 0.165 }, "kind": "chart", "text": "Revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c99ef96-b0bc-4b7a-b8cd-a26569c72f39", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.738, "y": 0.165 }, "kind": "chart", "text": "Expenses", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2eb64da3-404c-4842-960e-b55f7bcc5b0f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.245, "y": 0.575 }, "kind": "chart", "text": "Adjusted profit before tax", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78c99161-e3e5-4197-a5b9-28736345e2d1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.583, "y": 0.575 }, "kind": "chart", "text": "Adjusted diluted EPS", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96a4616f-6f1e-4f21-b4b6-62031340f98c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.078, "y": 0.95 }, "kind": "disclaimer", "text": "1. Including Quilter Life Assurance (QLA).", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f75958f-66fc-4cb7-8a75-3c4a2bd84e58", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted profit before tax: 115", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8455-a4d12ba4d16f", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.245, "x": 0.078, "y": 0.065 }, "kind": "title", "text": "Resilient performance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a570bae6-79d3-4e1b-84ec-2bff2b85a18f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Solution", "beatId": "d83f414a-9ee3-4d89-9244-025544993549", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The sections on executive summary and KPI dashboard", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Financials", "beatId": "229ea3ca-8114-41cb-be6e-b374876c8625", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The KPI dashboard section", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 2, "textChars": 27, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:26.19+00", "seconds": 1.736, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/10", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-10", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.115, "x": 0.78, "y": 0.79 }, "kind": "image", "text": "Quilter", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce5349c3-e931-4750-90f6-07e62a153aec", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.32, "x": 0.575, "y": 0.225 }, "kind": "title", "text": "Business initiatives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3225d47f-5398-4079-bf02-162a20743012", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "51e07c01-9b8d-428e-828c-ef44f663b2aa", "evidence": "The slide serves as a section divider, titled 'Business initiatives'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:48.405713+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "The slide uses a horizontal timeline format with events placed above and below the central axis.", "function": "summarize", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 3, "textChars": 539, "nDataPoints": 0, "notes": "The slide uses a horizontal timeline format with events placed above and below the central axis.", "elementsJson": [ "timeline_visual" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.472+00", "seconds": 2.873, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/11", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-11", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Timeline of events from 2017 to 2020", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3bfe992-81aa-4341-b79b-ab4729010a5c", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Events listed include: Sale of European life books, Acquisition of Intrinsic and Quilter Cheviot, Old Mutual Wealth Capital Markets Showcase I, Listed as Quilter plc, Special Dividend, Acquisition of Lighthouse plc, Announce sale of Quilter Life Assurance, Optimisation phase 1, Managed separation completed, Closure of FCA investigation, Acquisition of Charles Derby Group, UK Platform Transformation Programme, Quilter Investors buildout.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86e37cb1-2c8d-4fc6-bdd7-0ba4371bda26", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.07, "y": 0.06 }, "kind": "title", "text": "Our journey to deliver a focussed UK wealth management business", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c86560a-bc90-46c4-8ef6-622887f99347", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "cab53d2a-00c0-412a-9462-9d4be2af23a5", "evidence": "Chronological representation of corporate events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:07:27.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "timeline" } ], "arcBeats": [], "loops": [ { "to": 14, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "58f359aa-d213-41f9-9b52-c2fc063b5565", "evidence": "The sections on UK Platform Transformation Programme and optimisation", "position": 1, "objective": "To showcase Quilter's plans for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.744093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "resolution", "title": "The slide uses a visual timeline with icons representing project phases, with a status legend at the bottom.", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 5, "textChars": 443, "nDataPoints": 1, "notes": "The slide uses a visual timeline with icons representing project phases, with a status legend at the bottom.", "elementsJson": [ "timeline_visual", "process_diagram", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:26.997+00", "seconds": 2.353, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/12", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-12", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "c.£25 million additional costs for programme completion in 2020 reflecting additional migration resourcing and longer dual running", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8456-4b675c42a645", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.86, "x": 0.07, "y": 0.15 }, "kind": "diagram", "text": "Timeline showing phases from Jul 2017 to 2020", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "394e675b-daec-47a4-86b9-9e3352ffde24", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.09, "y": 0.92 }, "kind": "legend", "text": "Complete, In progress, Not started", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c08bbe76-7a55-47b9-88e5-bfb45e9136bd", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.78, "x": 0.11, "y": 0.65 }, "kind": "list", "text": "Final mile of the journey... Migration data validation nearly complete. Rigorous functional testing... c.£25 million additional costs... Scheduling full dress rehearsals...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ace5b05e-03d7-4d32-a113-93e6beb8286d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.07, "y": 0.06 }, "kind": "title", "text": "UK Platform Transformation Programme: gearing up for migration", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:26.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de1d818d-e981-47e0-aec3-f1f312441dfd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "455497a0-569a-4570-9874-1a1be8dbea1c", "evidence": "Visual timeline representation of project phases", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:07:26.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [ { "to": 14, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "58f359aa-d213-41f9-9b52-c2fc063b5565", "evidence": "The sections on UK Platform Transformation Programme and optimisation", "position": 1, "objective": "To showcase Quilter's plans for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.744093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "setup", "function": "summarize", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 5, "textChars": 485, "nDataPoints": 2, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "timeline_visual" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.644+00", "seconds": 2.92, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/13", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-13", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.85, "x": 0.078, "y": 0.78 }, "kind": "chart", "text": "Operating margin impact timeline: 2019 (Programme initiated), 2020 (+2pp), 2021 (+2pp)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7063a859-04a3-4dfb-ad5a-2bea44d4456b", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.42, "x": 0.51, "y": 0.155 }, "kind": "list", "text": "What we have left to do: Transform support functions, Implement group wide cost categories, General ledger build, Standardise processes and automate", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "caa5c643-e4d3-464b-8817-0f26104e412d", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.42, "x": 0.078, "y": 0.155 }, "kind": "list", "text": "What we have done: Initial simplification, Quick win tactical efficiencies, Staff restructuring, Third party contract renegotiation, Property and facilities savings, Commenced system changes", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e04b93b4-c904-4622-bfab-24dae299d27f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Operating margin impact: +2pp", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8455-e56359107ca6", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.493, "x": 0.078, "y": 0.065 }, "kind": "title", "text": "Optimisation: good progress made", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07a26681-941e-4e58-a375-bd6923ab7ea8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ced0393e-8309-4d5b-a61f-dc8d8d51c8f5", "evidence": "The slide uses a chronological arrow-based timeline to show progress and impact.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:07:27.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "timeline" } ], "arcBeats": [], "loops": [ { "to": 14, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "58f359aa-d213-41f9-9b52-c2fc063b5565", "evidence": "The sections on UK Platform Transformation Programme and optimisation", "position": 1, "objective": "To showcase Quilter's plans for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.744093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "prioritize", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "prioritize", "functionCanon": { "name": "Prioritize", "slug": "prioritize", "status": "active", "canonId": "019de52d-1519-74b0-bca0-2b0217b641fa", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 307, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "process_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.522+00", "seconds": 2.604, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/14", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-14", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.55, "x": 0.23, "y": 0.85 }, "kind": "callout", "text": "Confident in prospects for 2020 and beyond", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d627f7c6-c07b-43f8-8b79-d80e6827d9fb", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.08, "x": 0.08, "y": 0.15 }, "kind": "diagram", "text": null, "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e805b23-930f-4ee9-be1f-12bc263d5ff2", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.85, "x": 0.08, "y": 0.18 }, "kind": "list", "text": "Deliver platform and migrate existing customers/advisers\nIntegrate acquisitions and deliver national advice business model\nExecute optimisation plans to drive operating leverage\nClose sale of QLA and consult on method of capital return", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0bac7f7-8ec9-4199-bb01-3f69a41cc6d0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.078, "y": 0.065 }, "kind": "title", "text": "Key tasks for H2 2019 and 2020", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7f99508-b571-44cf-9264-25ce52cfa4c5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 14, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "58f359aa-d213-41f9-9b52-c2fc063b5565", "evidence": "The sections on UK Platform Transformation Programme and optimisation", "position": 1, "objective": "To showcase Quilter's plans for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:53.744093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "title": "The slide uses a matrix-like structure to show how different service offerings align with customer segments.", "function": "present_framework", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 4, "textChars": 210, "nDataPoints": 0, "notes": "The slide uses a matrix-like structure to show how different service offerings align with customer segments.", "elementsJson": [ "process_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.506+00", "seconds": 2.541, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/15", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-15", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "An open, transparent, full-service model serving customers across the wealth spectrum", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:19:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340a-72a9-8456-c8d751195be4", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.078, "y": 0.21 }, "kind": "framework", "text": null, "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7afccd99-75d3-4983-a563-dec250738dbb", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.65, "x": 0.078, "y": 0.075 }, "kind": "title", "text": "An open, transparent, full-service model serving customers across the wealth spectrum", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "608c83e4-1900-4084-9a09-d9a66954a0af", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.41, "x": 0.078, "y": 0.035 }, "kind": "title", "text": "Quilter's multi-channel advice-led model", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "753f44ae-e1ef-44af-99bf-647e2e47e261", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e56eedff-aea9-4181-987f-52aa36edc5ad", "evidence": "The slide is titled 'Quilter's multi-channel advice-led model' and describes a model serving customers across the wealth spectrum.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:19:51.043293+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "e45bc0d0-be8f-4606-a2e4-1eccd1551e73", "evidence": "The slide maps business functions against customer segments in a grid-like layout.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:07:27.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "matrix-nxn" } ], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 15, "name": "Business Model", "beatId": "e33c0ed8-0d5a-4ce8-9cc8-43570a6ba7c9", "matchId": "71dc9d13-1d35-43d9-b0a1-54ced86e5f7e", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The section on Quilter's multi-channel advice-led model", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "summarize", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 2, "textChars": 10, "nDataPoints": 0, "notes": null, "elementsJson": [ "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.375+00", "seconds": 2.235, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/16", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-16", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.136, "x": 0.779, "y": 0.791 }, "kind": "image", "text": "Quilter", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "158dc1e9-7458-4c45-adde-8d0f6913d54d", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.078, "x": 0.838, "y": 0.238 }, "kind": "title", "text": "Q&A", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.375+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ec653c9-caf7-45c6-bebf-22196f852d9f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 2, "textChars": 1708, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.535+00", "seconds": 2.352, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/17", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-17", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.68, "w": 0.844, "x": 0.078, "y": 0.165 }, "kind": "disclaimer", "text": "This presentation should be read in conjunction with the announcement published by Quilter plc on 5 August 2019. This presentation may contain certain forward-looking statements with respect to certain Quilter plc's plans and its current goals and expectations relating to its future financial condition, performance and results. By their nature, all forward-looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Quilter plc's control including amongst other things, international and global economic and business conditions, the implications and economic impact of several scenarios of the UK leaving the EU in relation to financial services, market related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Quilter plc and its affiliates operate. As a result, Quilter plc's actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Quilter plc's forward looking statements. Quilter plc undertakes no obligation to update the forward-looking statements contained in this presentation or any other forward-looking statements it may make. Nothing in this presentation should be construed as a profit forecast. Nothing in this presentation shall constitute an offer to sell or the solicitation of an offer to buy any securities.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acc1492b-e97c-4126-9d1d-6fec1d86e364", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.135, "x": 0.078, "y": 0.065 }, "kind": "title", "text": "Disclaimer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20177738-ec35-4a1e-b0bb-4bb330eac757", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Scenario planning", "slug": "scenario-planning", "status": "active", "bestFor": "Time horizon ≥12 months · ≥2 high-impact uncertainties that cannot be expressed as probability distributions · top two uncertainties roughly independent · team commits to revisit every 12–18 months. For shorter horizons use sensitivity analysis; for quantifiable risk use Monte Carlo; for one-dominant-uncertainty use cascade scenarios.", "canonId": "019de52d-1eb5-7639-abaa-44d7f65af562", "version": 1, "bodyDocId": "1b2fdf8f-9345-4d78-9875-7184e3da22ec", "description": "A structured way to think about the future when prediction is impossible. Build three to four distinct, internally-coherent stories of how the world could unfold, and stress-test strategy against each. The output is a set of named worlds the team can argue with — not a probability distribution.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "block", "agents": null, "matchId": "62407811-82d4-4001-ba64-b34a5f6d1487", "evidence": "keyword-coverage: scenario, uncertainty", "pageRefs": [ 17 ], "priority": null, "whenToUse": "Time horizon ≥12 months · ≥2 high-impact uncertainties that cannot be expressed as probability distributions · top two uncertainties roughly independent · team commits to revisit every 12–18 months. For shorter horizons use sensitivity analysis; for quantifiable risk use Monte Carlo; for one-dominant-uncertainty use cascade scenarios.", "confidence": 0.2, "extraction": { "at": "2026-05-04 12:22:11.319774+00", "model": "keyword-backfill-v1", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": "Solves the two failure modes of forecasting at once: being precisely wrong (point estimates anyone can falsify) and uselessly hedged (ranges so wide they cannot guide action). Scenarios commit to a small set of plausible worlds and crystallise strategy into no-regret moves, sequenced bets, and lose-everywhere moves to drop. Names + early signals + wind-vane triggers turn the exercise into a usable contingency plan.", "antipattern": "Best/base/worst case (three points on one axis, not four scenarios) · probability-weighted average of scenarios (collapses to expected value) · Goldilocks-spaced scenarios that rank good-to-bad · scenarios named \"Scenario A/B/C\" instead of world-shape names · 50-row Excel labelled as a scenario (model, not story) · scenarios without measurable early signals.", "cardinality": null, "narrativePurpose": "Force narrative discipline on multi-year decisions where single-point forecasts fail. Translate structural uncertainty into a small set of decision frames the boardroom can act on by name." } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 7, "nDataPoints": 0, "notes": null, "elementsJson": [ "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:27.129+00", "seconds": 1.891, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-adad1eef8a06/18", "deck": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06#slide-18", "deckJson": "/decks/019dd923-5e88-73ef-bd58-adad1eef8a06.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.12, "x": 0.78, "y": 0.78 }, "kind": "image", "text": "Quilter", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:27.129+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7db384c0-7fa3-4bf9-b07e-0fda601bd038", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "02e30e2a-cb75-470d-8f57-f8dd04f0e620", "evidence": "The slide is titled 'Quilter' and contains a logo, which is typical of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:19:51.190771+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 5, "label": "Problem", "description": "The section on market insight and customer journey" }, { "from": 7, "to": 9, "label": "Solution", "description": "The sections on executive summary and KPI dashboard" }, { "from": 9, "to": 9, "label": "Financials", "description": "The KPI dashboard section" }, { "from": 15, "to": 15, "label": "Business Model", "description": "The section on Quilter's multi-channel advice-led model" } ], "loops": [ { "from": 4, "to": 5, "label": "Benchmark Gap", "description": "To highlight Quilter's position in the market" }, { "from": 11, "to": 14, "label": "Quick Win Big Bet", "description": "To showcase Quilter's plans for growth" } ] }