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Tacit information

Long-Tenured Brokers' Relationship Knowledge

Account managers' undocumented knowledge of key broker contacts, preferences and informal service commitments.

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Information Advantage assessment

Information Advantage Score

51 / 100

Confidence: not yet assessed -- add evidence below

Unique but Underused Information
FactorScoreWeightContribution
Uniqueness5 / 520%1.00
Quality2 / 512%0.24
Depth4 / 58%0.32
Freshness2 / 56%0.12
Connectivity1 / 510%0.10
Actionability2 / 514%0.28
Economic Value2 / 518%0.36
AI Readiness1 / 512%0.12

Seeded assessment for the demonstration dataset.

Assessed 8/29/2026

Information Leverage

How much organisational impact this asset could influence -- a separate measure from Information Advantage above, never combined with it. Computed from the decisions and frictions this asset is actually linked to below, not asked for directly.

Low (20/100)

  • decisionReach: band 1/5 × weight 0.25 = 0.25
  • decisionFrequency: band 1/5 × weight 0.25 = 0.25
  • decisionImportance: band 1/5 × weight 0.25 = 0.25
  • workflowReach: band 1/5 × weight 0.15 = 0.15
  • peopleAffected: band 1/5 × weight 0.1 = 0.10

Not incorporated: "decision importance" and "economic consequence" are collapsed into one proxy (decisionCostEstimate) -- no field distinguishes them; "people affected" is only ever populated from linked Frictions, not from any Decision-level field, since none exists.

Evidence

What backs the score above, factor by factor. Recalculated into the Confidence figure the next time this asset is re-assessed.

No evidence recorded yet -- this is currently an opinion, not yet backed by anything checkable.

AI Opportunities

No opportunities generated from this asset yet.

CLEAN status

CLEAN status

CaptureIdentified information asset
LabelContextualised asset
EvaluateQuality/value/uniqueness assessment
AlignBusiness decision/use-case alignment
NurtureContinuous improvement and monitoring

Next: Interview the holders and codify this expertise before it's lost to turnover.

Assessed 8/29/2026

Friction & Diagnosis

Where this asset shows up as the information behind a friction, or in a diagnosis of one.

Not linked to any friction or diagnosis yet.

Ownership & source

Department
Sales & Distribution
Source system
Owner
Head of Distribution
Business process
Broker relationship management
Format
Tacit / undocumented

Volume & freshness

Approximate volume
Held by ~15 account managers
Historical depth
Built over 5-20 year relationships
Update frequency
Ad Hoc

Governance

Accessibility
Internal
Data quality
Poor
Sensitivity
Internal
Regulatory considerations

Value & usage

Existing usage
Applied informally in day-to-day broker servicing.
Current business value
Underpins retention of the firm's largest broker relationships.
Potential future value
Capturing key relationship context would materially de-risk account manager turnover.

Competitive position

Competitor accessibility
Near Impossible
Could a competitor reproduce this?
No
Additional tacit knowledge held by employees?
Yes
Tacit knowledge notes
Concentrated in individuals; largely lost if that account manager leaves.