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conversations
listlengths
3
5
intent
stringclasses
30 values
is_hard_negative
bool
2 classes
length_tier
stringclasses
3 values
split
stringclasses
1 value
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "pls update my phone number" }, { "role": "...
update_phone_number
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hello, I would like to change the language prefere...
change_language
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i just moved to a new place in downtown chicag...
update_address
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Can you send me my latest bank statement? I need i...
statement_download
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, can you tell me my current account balance ple...
balance_inquiry
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey my card isnt working i think its been stolen o...
card_lost_or_stolen
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i lost my debit card last night n need a repla...
card_replacement_inquiry
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I would like to close my savings account endin...
close_account
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hey, I just started a new job and want to get my p...
direct_deposit_setup
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I need to send $50,000 to my vendor in Germany. Ca...
wire_transfer
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey im going overseas next week, do i need to tell...
international_travel_notice
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I urgently need to freeze my account. I just notic...
freeze_account
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i need my clit more increasd ASAP pls" }, ...
credit_limit_increase
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hey I need to send $500 to my other account right ...
transfer_funds
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i need to set up autopay for my electric bill ...
bill_pay_scheduling
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I need to order checks for my checking account." ...
order_checks
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I got an overdraft fee of $35 on my checking a...
overdraft_fee_reversal
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I just noticed a pending transaction on my account...
stop_payment
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I tried to send Rs 500 to my friend via UPI ju...
upi_transaction_failed
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey so i just looked at my accont online and there...
fraud_alert_triage
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I'm really worried because I noticed something...
transaction_dispute
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through financial policies and boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "On my PDF visa statement from my t...
translate_statement
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I'm looking to apply for a personal loan of ar...
loan_eligibility
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I’ve been trying to log into the mobile app for th...
pin_reset
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i wanna check my mortgage rate quote but i’m n...
mortgage_rate_quote
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hey, can u tell me the ifsc for hdfc bank pune bra...
ifsc_code_lookup
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I just submitted my KYC documents for account ...
kyc_verification_status
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hello, I am writing to inquire about the current i...
interest_rate_inquiry
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hello, I would like to open a fixed deposit accoun...
fixed_deposit_creation
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "how much do i have left??" }, { "role": "a...
balance_inquiry
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i need my statment for last mnth plz can u sen...
statement_download
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hii can u pls change the app language to hindi? ma...
change_language
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I need to update my phone number on my account." ...
update_phone_number
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I just moved to a new apartment and need to update...
update_address
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I need to move my old 401k money to my new employe...
rollover_401k
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I just realized my debit card is missing and I...
card_replacement_inquiry
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I just realized my debit card is missing. I us...
card_lost_or_stolen
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hello, I've been trying to get back into my accoun...
pin_reset
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "i wanna clsoe my accont plz its been actin weird a...
close_account
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I'm traveling to London next week and need to make...
international_travel_notice
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "pls send 500 bucks to my other acc, its urgent rn"...
transfer_funds
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "yo so i just got back from my trip to mumbai n i c...
freeze_account
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i need to send like 5k bucks to my cousin in d...
wire_transfer
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I want to increase my credit limit on my Chase Sap...
credit_limit_increase
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "pls i need to stop a payment i just sent to my lan...
stop_payment
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I just moved and need to update my electricity bil...
bill_pay_scheduling
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through financial policies and boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hello, I need assistance with over...
overdraft_fee_reversal
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I just opened my new checking account and want to ...
direct_deposit_setup
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "On March 15th, I noticed an unauthorized charge of...
transaction_dispute
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hey I need new cheks ASAP plz" }, { "role"...
order_checks
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "What is the IFSC code for HDFC Bank branch in Mumb...
ifsc_code_lookup
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I tried to send money to my friend using UPI j...
upi_transaction_failed
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I recently checked my transaction history and noti...
fraud_alert_triage
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I need a translated version of my latest bank stat...
translate_statement
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I'm looking to buy a home soon and would like ...
mortgage_rate_quote
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "yo i jst opend my accont and did the vid kyc thing...
kyc_verification_status
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I'm thinking about getting a personal loan soo...
loan_eligibility
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, what's my current balance?" }, { "role...
balance_inquiry
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I just left my old job and need to move my 401(k) ...
rollover_401k
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i need to change my number on the app" }, ...
update_phone_number
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Heya, so i wanna open a fixed deposit acct but idk...
fixed_deposit_creation
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I need my last 3 months of statements. Can you sen...
statement_download
false
short
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hi, I’ve been looking over my savings account stat...
interest_rate_inquiry
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I would like to change the language of my mobile b...
change_language
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i just moved to a new place and my mail keeps ...
update_address
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "I need to permanently close my checking account. I...
close_account
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hey, I think my card might be lost or stolen. I ca...
card_lost_or_stolen
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "hey i think my card got stolen or somethin, its no...
card_replacement_inquiry
false
medium
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "Hello, I’ve been trying to reset my ATM PIN for th...
pin_reset
false
long
train
[ { "role": "system", "content": "You are a Tier-1 Banking Triage Agent. Analyze customer inquiries, reason through policy boundaries in <Thinking>, execute backend tool actions, and communicate with the customer." }, { "role": "user", "content": "yo need my clit higher asap thx" }, { "rol...
credit_limit_increase
false
short
train
End of preview. Expand in Data Studio

YAML Metadata Warning:The task_categories "conversational" is not in the official list: text-classification, token-classification, table-question-answering, question-answering, zero-shot-classification, translation, summarization, feature-extraction, text-generation, fill-mask, sentence-similarity, text-to-speech, text-to-audio, automatic-speech-recognition, audio-to-audio, audio-classification, audio-text-to-text, voice-activity-detection, depth-estimation, image-classification, object-detection, image-segmentation, text-to-image, image-to-text, image-to-image, image-to-video, unconditional-image-generation, video-classification, reinforcement-learning, robotics, tabular-classification, tabular-regression, tabular-to-text, table-to-text, multiple-choice, text-ranking, text-retrieval, time-series-forecasting, text-to-video, image-text-to-text, image-text-to-image, image-text-to-video, visual-question-answering, document-question-answering, zero-shot-image-classification, graph-ml, mask-generation, zero-shot-object-detection, text-to-3d, image-to-3d, image-feature-extraction, video-text-to-text, keypoint-detection, visual-document-retrieval, any-to-any, video-to-video, other

Pioneer BFSI / Fintech Tier-1 Autonomous Triage Dataset

This dataset contains high-grade multi-turn conversational traces (ChatML format) curated according to the Pioneer paper data curation methodology for training and evaluating specialized 8B Small Language Models (SLMs) in the Banking, Financial Services, and Insurance (BFSI) vertical.

Dataset Structure

  • Train Split (train): 350 traces
    • 75% Gold Standard Tasks: Standard operational workflows across 30 regulatory and banking intents with 4-step Chain-of-Thought (<Thinking>) reasoning.
    • 25% Hard-Negative Disambiguation Pairs: Contrastive edge-case pairs resolving semantic ambiguities (e.g. report_fraud_card vs card_stolen_lost, stop_recurring_payment vs chargeback_dispute, transfer_stuck_pending vs unauthorized_transfer).
  • Test Split (test): 100 frozen benchmark traces with 0.00% prompt contamination.

4-Step Chain-of-Thought <Thinking> Supervision

Every assistant turn features explicit multi-step reasoning:

  1. Input & Urgency Assessment (P0 Critical to P3 Routine)
  2. Entity & Parameter Extraction (amounts, transaction IDs, reference numbers)
  3. Policy & Regulatory Disambiguation (Regulation E, ERISA 402(c), SWIFT, KYC/AML)
  4. Operational Decision (Standardized Intent + Structured JSON Tool Payload + Customer Communication)

Dual-Output Schema

<Thinking>
1. Input & Urgency: ...
2. Entity & Parameter Extraction: ...
3. Policy & Regulatory Disambiguation: ...
4. Operational Decision: ...
</Thinking>
Intent: <intent_name>
Action: {"tool": "<tool_name>", "params": {...}}
Response: <customer_message>

Intended Use with Unsloth

Format is directly compatible with Unsloth multi-turn conversational SFT:

from unsloth import FastLanguageModel
from datasets import load_dataset

dataset = load_dataset("StarsMakeGalaxy/prometheus-bfsi-tier1-triage")
# Apply chat template: get_chat_template(tokenizer, chat_template="chatml")
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