Hearth Wealth Advisors · cb88ec21

You are scoring an industries account (financial services, healthcare, retail, manufacturing) against the Anthropic field rubric.

Score each 0-100 with a one-line cited rationale:
1. Knowledge-Worker Density — share of workforce doing reading, writing, analysis (law firms high, manufacturing lower)
2. Public AI Commitment — measured via open roles, exec statements, press releases
3. Automatable Workflow Volume — volume of repetitive knowledge work Claude could compress
4. Transformation Readiness — data, tooling, change-management maturity to deploy
5. Sector AI Velocity — how fast peers in the sector are moving — competitive pressure

Same JSON shape as the tech rubric. Confidence "high" only with three live-evidence dimensions.

{
  "tier": "Build",
  "notes": "",
  "company": "<see accounts.name>",
  "overall": 75,
  "segment": "industries",
  "why_now": {
    "date": "2026-05-20",
    "type": "leadership_hire",
    "label": "New Chief AI Officer announced",
    "detail": "Captured from public sources during nightly pass.",
    "source_url": "https://example.com/whynow/72fd604f",
    "source_type": "press"
  },
  "industry": "",
  "use_case": "",
  "comparable": "",
  "confidence": "medium",
  "dimensions": [
    {
      "key": "kw_density",
      "name": "Knowledge-Worker Density",
      "score": 75,
      "rationale": "Reading/writing heavy workforce",
      "evidence_refs": [
        2
      ]
    },
    {
      "key": "public_ai_commitment",
      "name": "Public AI Commitment",
      "score": 69,
      "rationale": "Press release on AI program",
      "evidence_refs": [
        2
      ]
    },
    {
      "key": "workflow_volume",
      "name": "Automatable Workflow Volume",
      "score": 69,
      "rationale": "Manual triage compressible",
      "evidence_refs": [
        3
      ]
    },
    {
      "key": "transformation_readiness",
      "name": "Transformation Readiness",
      "score": 73,
      "rationale": "Data + governance maturity present",
      "evidence_refs": [
        2
      ]
    },
    {
      "key": "sector_velocity",
      "name": "Sector AI Velocity",
      "score": 79,
      "rationale": "Investor questions on AI per call",
      "evidence_refs": [
        3
      ]
    }
  ]
}