rasa-pro 3.14.0.dev20250901__py3-none-any.whl → 3.14.0.dev20250922__py3-none-any.whl

rasa/cli/project_templates/finance/data/cards/block_card.yml

@@ -1,66 +1,45 @@
 flows:
   block_card:
-    description: "Block or freeze a user's debit or credit card to prevent unauthorized use, stop transactions, or report it lost, stolen, damaged, or misplaced for added security"
-    name: block a card
+    description: Applies a permanent or temporary block to stolen, lost or compromised banking cards.
+    name: block card
     steps:
-      - action: utter_block_card_understand
-      - call: select_card
-      - collect: reason_for_blocking
-        description: |
-          The reason for freezing or blocking the card, described as lost, damaged, stolen, suspected of fraud,
-          malfunctioning, or expired. The user may say they are traveling or moving, or they may say they want to
-          temporarily freeze their card. For all other responses, set reason_for_blocking slot to 'unknown'.
+      - action: utter_start_block_card
+
+      - id: get_bank_card_number
+        collect: bank_card_number
+        description: The number of the card user wants to block
+        ask_before_filling: true
+
+      - action: check_that_card_exists
         next:
-          - if: "slots.reason_for_blocking == 'damaged' or slots.reason_for_blocking == 'expired'"
-            then: "acknowledge_reason_damaged_expired"
-          - if: "slots.reason_for_blocking == 'fraud' or slots.reason_for_blocking == 'stolen' or slots.reason_for_blocking == 'lost'"
-            then:
-              - set_slots:
-                  - fraud_reported: true
-                next: "acknowledge_reason_fraud_stolen_lost"
-          - if: "slots.reason_for_blocking == 'traveling' or slots.reason_for_blocking == 'moving'"
+          - if: not slots.return_value
             then:
-              - set_slots:
-                  - temp_block_card: true
-                next: "acknowledge_reason_travelling_moving"
-          - else: "contact_support"
-      - id: acknowledge_reason_damaged_expired
-        action: utter_acknowledge_reason_damaged_expired
-        next: "confirm_issue_new_card"
-      - id: acknowledge_reason_fraud_stolen_lost
-        action: utter_acknowledge_reason_fraud_stolen_lost
-        next: "card_blocked"
-      - id: acknowledge_reason_travelling_moving
-        action: utter_acknowledge_reason_travelling_moving
-        next: "card_blocked"
-      - id: "card_blocked"
-        action: "utter_card_blocked"
-        next: "confirm_issue_new_card"
-      - id: "confirm_issue_new_card"
-        collect: confirm_issue_new_card
-        description: |
-          Confirm if the user wants to be issued a new card. The answer should be an affirmative statement,
-          such as "yes" or "correct," or a declined statement, such as "no" or "I don't want to"
+              - action: utter_bank_card_not_found
+                next: get_bank_card_number
+          - else: permanent_or_temporary_block
+
+      - id: permanent_or_temporary_block
+        collect: card_block_type
+        description: Indicates if the user wants a temporary or permanent block on their card.
+
+      - id: confirm_block_card
+        collect: confirmation
+        description: "Confirms the request for card blocking; accepts True or False, yes or no."
+        utter: utter_ask_block_card_confirmation
         ask_before_filling: true
         next:
-          - if: "slots.confirm_issue_new_card"
-            then: "retrieve_user_address"
-          - else: "update_card_status"
-      - id: "retrieve_user_address"
-        collect: address_confirmed
-        description: |
-          Confirm if the given address is correct. The answer should be an affirmative statement, such as "yes" or
-          "correct," or a declined statement, such as "no" or "that's not right."
-        next:
-          - if: "slots.address_confirmed"
-            then: "card_sent"
-          - else: "contact_support"
-      - id: "card_sent"
-        action: utter_confirm_physical_address
-        next: update_card_status
-      - id: "contact_support"
-        action: utter_contact_support
-        next: update_card_status
-      - id: "update_card_status"
-        action: action_update_card_status
+          - if: not slots.confirmation
+            then:
+              - action: utter_block_card_cancelled
+                next: END
+          - if: slots.card_block_type is "permanent"
+            then: execute_permanent_block
+          - else: execute_temporary_freeze
+
+      - id: execute_permanent_block
+        action: utter_block_card_successful
+        next: END
+
+      - id: execute_temporary_freeze
+        action: utter_freeze_card_successful
         next: END

rasa/cli/project_templates/finance/data/cards/list_cards.yml

@@ -0,0 +1,14 @@
+flows:
+  list_cards:
+    name: Show cards along with the account information the cards are linked to.
+    description: show your card list
+    steps:
+      - action: list_cards
+        next:
+          - if: slots.cards_list
+            then:
+              - action: utter_list_cards
+                next: END
+          - else:
+              - action: utter_no_cards
+                next: END

rasa/cli/project_templates/finance/data/cards/replace_card.yml

@@ -0,0 +1,16 @@
+flows:
+  replace_card:
+    description: Replaces an existing card if it’s lost, stolen, damaged, or compromised (including suspected fraud).
+    name: replace card
+    steps:
+      - collect: confirm_correct_card
+        description: "Confirms whether the displayed card is the correct one to replace; accepts True or False, yes or no."
+        ask_before_filling: true
+        next:
+          - if: slots.confirm_correct_card
+            then:
+              - call: replace_eligible_card
+                next: END
+          - else:
+              - action: utter_relevant_card_not_linked
+                next: END

rasa/cli/project_templates/finance/data/cards/replace_eligible_card.yml

@@ -0,0 +1,29 @@
+flows:
+  replace_eligible_card:
+    description: |
+      Guides the user through replacing an eligible card based on the reason (lost, damaged, or unknown)
+      and addresses potential fraud if needed
+    name: replace eligible card
+    steps:
+      - collect: replacement_reason
+        description: "Indicates why the user needs to replace their card: lost, damaged, or reason unknown."
+        next:
+          - if: slots.replacement_reason == "lost"
+            then:
+              - collect: was_card_used_fraudulently
+                description: "Indicates whether the card has been used for unauthorized or fraudulent transactions; accepts True or False, yes or no."
+                ask_before_filling: true
+                next:
+                  - if: slots.was_card_used_fraudulently
+                    then:
+                      - action: utter_report_fraud
+                        next: END
+                  - else: start_replacement
+          - if: slots.replacement_reason == "damaged"
+            then: start_replacement
+          - else:
+            - action: utter_unknown_replacement_reason_handover
+              next: END
+      - id: start_replacement
+        action: utter_will_cancel_and_send_new
+      - action: utter_new_card_has_been_ordered

rasa/cli/project_templates/finance/data/contacts/add_contact.yml

@@ -0,0 +1,33 @@
+flows:
+  add_contact:
+    description: Add a person with their contact details to your contacts list to enable simplified payments.
+    name: add a contact
+    steps:
+      - collect: add_contact_handle
+        description: The persons handle or username starting with @.
+      - collect: add_contact_name
+        description: a name of a person
+      - collect: confirmation
+        utter: utter_ask_add_contact_confirmation
+        description: Confirms whether the user wishes to proceed; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_add_contact_cancelled
+                next: END
+          - else: add_contact
+      - id: add_contact
+        action: add_contact
+        next:
+          - if: "slots.return_value = 'success'"
+            then:
+              - action: utter_contact_added
+                next: END
+          - if: "slots.return_value = 'already_exists'"
+            then:
+              - action: utter_contact_already_exists
+                next: END
+          - else:
+              - action: utter_add_contact_error
+                next: END

rasa/cli/project_templates/finance/data/contacts/list_contacts.yml

@@ -0,0 +1,14 @@
+flows:
+  list_contacts:
+    name: Show the people in your contacts list along with their details. The user can transfer money to these contacts, so they are valid payees as well.
+    description: show your contact list
+    steps:
+      - action: list_contacts
+        next:
+          - if: slots.contacts_list
+            then:
+              - action: utter_list_contacts
+                next: END
+          - else:
+              - action: utter_no_contacts
+                next: END

rasa/cli/project_templates/finance/data/contacts/remove_contact.yml

@@ -0,0 +1,31 @@
+flows:
+  remove_contact:
+    name: remove a contact
+    description: Remove somebody and their details from your contacts list.
+    steps:
+      - collect: remove_contact_handle
+        description: The handle or username starting with @ of the contact to be removed.
+      - collect: confirmation
+        utter: utter_ask_remove_contact_confirmation
+        description: Confirms whether the user wishes to proceed; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_remove_contact_cancelled
+                next: END
+          - else: remove_contact
+      - id: remove_contact
+        action: remove_contact
+        next:
+          - if: "slots.return_value = 'success'"
+            then:
+              - action: utter_remove_contact_success
+                next: END
+          - if: "slots.return_value = 'not_found'"
+            then:
+              - action: utter_contact_not_in_list
+                next: END
+          - else:
+              - action: utter_remove_contact_error
+                next: END

rasa/cli/project_templates/finance/data/data.md

@@ -0,0 +1,14 @@
+## 📂 `data/` – The Agent's Business Logic
+
+This folder holds files that define your agent’s skills using "flows". [1](https://rasa.com/docs/pro/build/writing-flows) Each flow is a step-by-step conversation pattern (like a recipe) for handling a user goal (e.g., checking a balance, updating an address).
+
+**What you'll find:**
+- **accounts/**: Account management flows (balance checking, statement downloads)
+- **bills/**: Bill payment flows and reminders
+- **cards/**: Card management flows (activation, blocking, replacement, listing)
+- **contacts/**: Contact management flows (add, list, remove trusted contacts)
+- **transfers/**: Money transfer flows (account-to-account, third-party payments)
+- **general/**: General banking conversations (greetings, help, support)
+
+**Edit YAML files in this folder** to add new banking features, modify existing flows, or adjust what the agent asks customers.
+

rasa/cli/project_templates/finance/data/general/bot_challenge.yml

@@ -0,0 +1,6 @@
+flows:
+  bot_challenge:
+    name: bot challenge
+    description: This flow clarifies that the user is talking to a chatbot, when the user ask if they are talking to a chatbot or a human
+    steps:
+      - action: utter_bot_challenge

rasa/cli/project_templates/finance/data/general/goodbye.yml

@@ -1,5 +1,5 @@
 flows: 
-  goodbye_flow:
+  goodbye:
     description: Handle user goodbye messages, say farewell, and collect feedback
     steps:
       - action: utter_goodbye

rasa/cli/project_templates/finance/data/general/hello.yml

@@ -3,5 +3,4 @@ flows:
     description: Flow for greeting the user hello
     name: hello
     steps:
-      - action: utter_greeting
-
+      - action: utter_hello

rasa/cli/project_templates/finance/data/general/help.yml

@@ -1,8 +1,8 @@
 flows:
   help:
-    description: This flow addresses user inquiries about the assistant's capabilities.
+    description: This flow addresses user inquiries about the agent's capabilities.
       It starts by acknowledging the user's request and providing a clear overview of
-      key skills and services. This helps users understand how the assistant can assist
+      key skills and services. This helps users understand how the agent can assist
       them effectively.
     name: help
     steps:

rasa/cli/project_templates/finance/data/general/human_handoff.yml

@@ -1,12 +1,12 @@
 version: "3.1"
 flows:
   human_handoff:
-    description: Handles escalation to a live human agent.
+    description: When you are unable to handle the request or the user is frustrated - offers to hand the user over to a live human agent. 
     steps:
       - collect: confirm_human_handoff
         ask_before_filling: True
         next:
-          - if: slots.confirm_human_handoff is "Yes"
+          - if: slots.confirm_human_handoff
             then:
             - action: utter_transferring_to_human
             - action: action_human_handoff

rasa/cli/project_templates/finance/data/system/patterns/pattern_session_start.yml

@@ -5,4 +5,4 @@ flows:
     nlu_trigger:
         - intent: session_start
     steps:
-      - action: utter_greeting
+      - link: welcome

rasa/cli/project_templates/finance/data/transfers/check_transfer_limit.yml

@@ -0,0 +1,18 @@
+flows:
+  check_transfer_limit:
+    description: Provides the maximum allowed amount the user can send or transfer per transaction, per day, or per month, as set by account policies—not the current available balance.
+    steps:
+
+      - collect: transfer_limit_type
+        description: Daily or monthly transfer limit.
+
+      - action: check_transfer_limit
+        next:
+          - if: not slots.return_value
+            then:
+              - action: utter_transfer_limit_error
+                next: END
+          - else: show_transfer_limit
+
+      - id: show_transfer_limit
+        action: utter_show_transfer_limit

rasa/cli/project_templates/finance/data/transfers/list_transactions.yml

@@ -0,0 +1,46 @@
+flows:
+  list_transactions:
+    name: Show Recent Transactions
+    description: |
+      Enables users to quickly view their most recent account transactions. 
+      After presenting these, the users has the option to view their scheduled (upcoming) 
+      transactions.
+    steps:
+      - action: list_transactions
+      - action: utter_transactions
+      - collect: list_transactions_next_option
+        ask_before_filling: true
+        next:
+          - if: slots.list_transactions_next_option == "show_scheduled_transactions"
+            then: show_scheduled_transactions
+          - if: slots.list_transactions_next_option == "show_all_transactions"
+            then: show_all_transactions
+          - else:
+            - action: utter_no_next_option
+              next: END
+      - id: show_scheduled_transactions
+        link: list_scheduled_transactions
+      - id: show_all_transactions
+        link: list_all_transactions
+
+  list_all_transactions:
+    name: View All Transactions
+    description: |
+      Enables users to view all of their account transactions.
+    if: False
+    steps:
+      - set_slots:
+         - full_transaction_list: true
+      - action: list_transactions
+      - action: utter_transactions
+      - set_slots:
+         - full_transaction_list: false
+
+  list_scheduled_transactions:
+    name: List scheduled Transactions
+    if: False
+    description: |
+      Shows only the upcoming scheduled transactions of the account.
+    steps:
+    - action: utter_scheduled_transactions
+      next: END

rasa/cli/project_templates/finance/data/transfers/move_money_between_accounts.yml

@@ -0,0 +1,51 @@
+flows:
+
+  move_money_between_accounts:
+    name: move money between accounts
+    description: Transfers money between user's own accounts.
+    if: False
+
+    steps:
+      - collect: self_transfer_source_account
+        description: The user's source account from which the money will be transferred.
+        # rejections:
+        #   - if: self_transfer_destination_account == slots.self_transfer_source_account
+        #     utter: utter_accounts_invalid
+
+      - collect: self_transfer_destination_account
+        description: The destination account that will receive the funds.
+        # rejections:
+        #   - if: self_transfer_destination_account == slots.self_transfer_source_account
+        #     utter: utter_accounts_invalid
+
+      - id: ask_amount
+        collect: amount_of_money
+        description: |
+          The amount of money to transfer, without specifying the currency symbol
+          (e.g., 250.00).
+
+      - action: check_transfer_funds
+        next:
+          - if: not slots.has_sufficient_funds
+            then:
+              - action: utter_transfer_money_insufficient_funds
+              - set_slots:
+                  - amount_of_money: null
+                  - has_sufficient_funds: null
+                next: ask_amount
+          - else: confirm_transfer
+
+      - id: confirm_transfer
+        collect: confirmation
+        utter: utter_ask_self_transfer_final_confirmation
+        description: User confirmation to proceed with the transfer between their accounts; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_transfer_cancelled
+                next: END
+          - else: execute_transfer
+      - id: execute_transfer
+        action: utter_self_transfer_completed
+        next: END

rasa/cli/project_templates/finance/data/transfers/transfer_money.yml

@@ -1,67 +1,34 @@
 flows:
   transfer_money:
-    description: Guides the user through the process of initiating a bank transfer.
+    name: transfer money
+    description: |
+      Handles the following types of money transfers initiated by the user:
+      - "Third Party": Transfer money to another person, business or service within domestic banks. Third party transfer can be immediate, scheduled, or set up as a recurring payments.
+      - "Self transfer": Transfer funds between user's own accounts at the same bank (immediate only).
+
     steps:
-      - action: utter_transfer_money_understand
-      - collect: account_from
-      - collect: payee_name
-      - action: action_check_payee_existence
+      - id: choose_transfer_type
+        collect: transfer_type
+        description: |
+          Specifies the type of transfer based on the intended recipient:
+          - "Self transfer": Moving money between the user's own accounts at the same bank.
+          - "Third party": Sending money to another person, business, or paying a bill domestically (inside the country). Includes friends, family, companies, service providers.
+
+          If the user mentions sending money to a person, a business, paying a bill, or setting up a recurring payment, set "third party" transfer.
+          If the user mentions transferring funds between their own accounts (e.g., moving money from savings to checking), set "self transfer".
         next:
-          - if: not slots.payee_exists
-            then:
-              - call: add_payee
-                next: "get_transfer_amount"
-          - else: "get_transfer_amount"
-      - id: "get_transfer_amount"
-        collect: amount
-        description: The amount of money to transfer
-        rejections:
-          - if: slots.amount <= 0
-            utter: utter_invalid_amount
-      - action: action_check_sufficient_funds
-        next:
-          - if: slots.sufficient_funds
-            then: "get_payment_timing"
-          - else:
-              - action: utter_insufficient_funds
-                next: END
-      - id: "get_payment_timing"
-        collect: timing
-        next:
-          - if: slots.timing == "now"
-            then: "confirm_immediate_transfer"
-          - else: "get_payment_date"
-      - id: "confirm_immediate_transfer"
-        collect: confirm_immediate_payment
-        ask_before_filling: true
-        next:
-          - if: slots.confirm_immediate_payment
-            then:
-              - action: action_process_immediate_payment
-              - action: utter_transfer_successful
-                next: END
-          - else: "transfer_cancelled"
-      - id: "get_payment_date"
-        collect: payment_date
-        description: the future payment date of the money transfer. Convert date to DD/MM/YYYY format
-      - action: action_validate_payment_date
-        next:
-          - if: slots.future_payment_date
-            then: "confirm_future_payment"
+          - if: slots.transfer_type == "self transfer"
+            then: perform_self_transfer
+          - if: slots.transfer_type == "third party"
+            then: perform_third_party_transfer
           - else:
-              - action: utter_past_payment_date
-              - set_slots:
-                - payment_date: null
-                next: "get_payment_date"
-      - id: "confirm_future_payment"
-        collect: confirm_future_payment
-        ask_before_filling: true
-        next:
-          - if: slots.confirm_future_payment
-            then:
-              - action: action_schedule_payment
-              - action: utter_payment_scheduled
-                next: END
-          - else: "transfer_cancelled"
-      - id: "transfer_cancelled"
-        action: utter_cancel_transfer
+              - action: utter_inform_on_wrong_transfer_type
+                next: choose_transfer_type
+
+      - id: perform_self_transfer
+        call: move_money_between_accounts
+        next: END
+
+      - id: perform_third_party_transfer
+        call: transfer_money_to_a_third_party
+        next: END