rasa-pro 3.14.0.dev20250901__py3-none-any.whl → 3.14.0rc1__py3-none-any.whl

rasa/cli/project_templates/finance/docs/fenlo_banking_faq/security_fraud/secure_payments.txt

@@ -0,0 +1,22 @@
+Secure Payment Methods and Verification
+
+Q: How are my card payments protected?
+A: Fenlo uses multiple security layers including tokenization for card payments, 3D Secure authentication, dynamic card verification codes, encrypted data transmission, and PCI DSS compliance to protect all transactions.
+
+Q: What verification methods does Fenlo use?
+A: We use PIN for card transactions, biometric authentication (fingerprint/face recognition), SMS verification codes, push notifications for approval, and device-based authentication to verify your identity.
+
+Q: How secure are my online payments?
+A: Online payments are protected by 3D Secure which redirects to the Fenlo app for approval, real-time transaction notifications, merchant verification, secure card tokens (no real card details shared), and virtual card numbers for online shopping.
+
+Q: How do mobile payments work with Fenlo?
+A: Mobile payments through Apple Pay/Google Pay use tokenization, device-specific authentication, transaction-specific cryptograms, and no card details are stored on your device, making them extremely secure.
+
+Q: What are the best practices for keeping my account secure?
+A: Enable biometric login, use strong unique passwords, keep the app updated, never share your PIN or passwords, log out on shared devices, monitor transactions regularly, and report suspicious activity immediately.
+
+Q: How is my payment data protected?
+A: All payment data is encrypted end-to-end and never stored in plain text. Fenlo follows strict security protocols and compliance standards to ensure your financial information remains completely secure.
+
+Q: Can I use virtual cards for online shopping?
+A: Yes, Fenlo offers virtual card numbers for secure online shopping. These protect your real card details and can be easily managed or cancelled through the app without affecting your main card.

rasa/cli/project_templates/finance/domain/accounts/check_balance.yml

@@ -1,11 +1,15 @@
 version: "3.1"
 
 slots:
-  account:
-    type: text
+  current_balance:
+    type: float
     mappings:
-      - type: from_llm
+      - type: controlled
 
 actions:
-  - action_ask_account
-  - action_check_balance
+  - check_balance
+
+responses:
+  utter_current_balance:
+    - text: "Your current account balance is {current_balance}."
+    - text: "You have {current_balance} available in your {bank_name} account."

rasa/cli/project_templates/finance/domain/accounts/download_statements.yml

@@ -0,0 +1,40 @@
+version: '3.1'
+slots:
+  statement_format:
+    type: categorical
+    values:
+      - pdf
+      - csv
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_statement_month:
+    - text: For which month would you like the statement?
+  utter_ask_statement_year:
+    - text: For which year would you like the statement?
+  utter_ask_statement_format:
+    - text: "Which format would you like your statement in?"
+      buttons:
+        - title: "PDF"
+          payload: "/SetSlots(statement_format=pdf)"
+        - title: "CSV"
+          payload: "/SetSlots(statement_format=csv)"
+  utter_ask_statement_download_confirmation:
+    - text: "Just to confirm, would you like to download your {statement_month} {statement_year} statement as a PDF?"
+      buttons:
+        - title: "Yes"
+          payload: "/SetSlots(confirmation=true)"
+        - title: "No"
+          payload: "/SetSlots(confirmation=false)"
+    - text: "Great! Should I go ahead and download the statement in PDF format for you?"
+      buttons:
+        - title: "Yes"
+          payload: "/SetSlots(confirmation=true)"
+        - title: "No"
+          payload: "/SetSlots(confirmation=false)"
+  utter_statement_download_complete:
+    - text: Your statement for {statement_month} {statement_year} in {statement_format}
+        format has been downloaded.
+  utter_statement_download_cancelled:
+    - text: Statement download cancelled.

rasa/cli/project_templates/finance/domain/bills/bill_pay_reminder.yml

@@ -0,0 +1,49 @@
+version: "3.1"
+
+slots:
+  biller_name:
+    type: text
+    mappings:
+      - type: from_llm
+  bill_due_date:
+    type: text
+    mappings:
+      - type: from_llm
+  reminder_frequency:
+    type: categorical
+    values:
+      - once
+      - monthly
+      - weekly
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_biller_name:
+    - text: "Who is the bill for?"
+  utter_ask_bill_due_date:
+    - text: "What date is this bill due?"
+  utter_ask_reminder_frequency:
+    - text: "How often should I remind you? Once, monthly, or weekly?"
+      buttons:
+        - title: "Once"
+          payload: "/SetSlots(reminder_frequency=once)"
+        - title: "Monthly"
+          payload: "/SetSlots(reminder_frequency=monthly)"
+        - title: "Weekly"
+          payload: "/SetSlots(reminder_frequency=weekly)"
+  utter_ask_bill_pay_reminder_confirmation:
+    - text: "Just to confirm - I'll setup a reminder to pay {biller_name} on {bill_due_date} ({reminder_frequency})?"
+      buttons:
+        - title: "Yes"
+          payload: "/SetSlots(confirmation=true)"
+        - title: "No"
+          payload: "/SetSlots(confirmation=false)"
+  utter_bill_pay_reminder_complete:
+    - condition: slots.reminder_frequency == "once"
+      text: "All set! I'll remind you to pay {biller_name} on {bill_due_date}. If you need to make any changes, just let me know!"
+    - condition: slots.reminder_frequency != "once"
+      text: "All set! I'll remind you to pay {biller_name} on {bill_due_date} {reminder_frequency}. If you need to make any changes, just let me know!"
+    - text: "Your reminder for {biller_name} is saved. I’ll give you a heads-up on {bill_due_date} ({reminder_frequency}). Need to update anything else?"
+  utter_bill_pay_reminder_cancelled:
+    - text: "Okay, I won’t set up that reminder. If you change your mind, just ask me anytime."

rasa/cli/project_templates/finance/domain/cards/activate_card.yml

@@ -0,0 +1,24 @@
+version: '3.1'
+
+responses:
+  utter_start_activate_card:
+    - text: "Let's get your card activated!"
+      metadata:
+        rephrase: True
+  utter_ask_activate_card_confirmation:
+    - text: "Are you sure you want to activate your card ending in {bank_card_number}?"
+      buttons:
+        - title: "Yes, activate it"
+          payload: /SetSlots(confirmation=true)
+        - title: "No, cancel"
+          payload: /SetSlots(confirmation=false)
+      metadata:
+        rephrase: True
+  utter_activate_card_successful:
+    - text: "Perfect! Your card is now activated and ready to use."
+      metadata:
+        rephrase: True
+  utter_activate_card_cancelled:
+    - text: "No problem! I've cancelled the activation. Let me know if you'd like to try again later."
+      metadata:
+        rephrase: True

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

@@ -1,101 +1,44 @@
-version: "3.1"
-
+version: '3.1'
 slots:
-  reason_for_blocking:
-    type: categorical
-    values:
-      - lost
-      - fraud
-      - stolen
-      - damaged
-      - expired
-      - traveling
-      - moving
-  address_confirmed:
-    type: bool
-  fraud_reported:
-    type: bool
-    initial_value: false
-  temp_block_card:
-    type: bool
-    initial_value: false
-  confirm_issue_new_card:
-    type: bool
-  address:
-    type: text
-  card_status:
+  card_block_type:
     type: categorical
     values:
-      - active
-      - inactive
-actions:
-  - action_update_card_status
+      - permanent
+      - temporary
+    mappings:
+    - type: from_llm
 
 responses:
-  utter_ask_reason_for_blocking:
-    - text: "Please tell us the reason for blocking"
-      buttons:
-      - title: "I lost my card"
-        payload: "/SetSlots(reason_for_blocking=lost)"
-      - title: "My card is damaged"
-        payload: "/SetSlots(reason_for_blocking=damaged)"
-      - title: "I suspect fraud on my account"
-        payload: "/SetSlots(reason_for_blocking=fraud)"
-      - title: "My card has expired"
-        payload: "/SetSlots(reason_for_blocking=expired)"
-      - title: "I'm planning to travel soon"
-        payload: "/SetSlots(reason_for_blocking=traveling)"
-      - title: "I'm moving to a new address"
-        payload: "/SetSlots(reason_for_blocking=moving)"
-  utter_block_card_understand:
-    - text: "Okay, we can block a card. Let's do it in a few steps"
+  utter_start_block_card:
+    - text: "I can help you block your card right away."
       metadata:
         rephrase: True
-  utter_ask_address_confirmed:
-    - text: "I have found your address: {physical_address}. Should the new card be delivered there?"
+  utter_ask_card_block_type:
+    - text: "Would you like to permanently block your card or just freeze it temporarily?"
+      buttons:
+        - title: "Block permanently"
+          payload: /SetSlots(card_block_type=permanent)
+        - title: "Freeze temporarily"
+          payload: /SetSlots(card_block_type=temporary)
+  utter_block_card_successful:
+    - text: "Done! Your card has been permanently blocked."
+  utter_block_card_cancelled:
+    - text: "No problem! I've cancelled the block request. Your card remains active."
+  utter_ask_block_card_confirmation:
+    - condition: slots.card_block_type == "permanent"
+      text: "Are you sure you want to permanently block the card {bank_card_number}?"
       buttons:
         - title: "Yes"
-          payload: "/SetSlots(address_confirmed=True)"
+          payload: "/SetSlots(confirmation=true)"
         - title: "No"
-          payload: "/SetSlots(address_confirmed=False)"
-  utter_confirm_physical_address:
-    - text: "Your card will be delivered to {physical_address} within 7 business days"
-  utter_card_blocked:
-    - condition:
-        - type: slot
-          name: fraud_reported
-          value: true
-      text: "Since you have reported {reason_for_blocking}, we will block your card"
-    - condition:
-        - type: slot
-          name: temp_block_card
-          value: true
-      text: "Since you are {reason_for_blocking}, we will temporarily block your card."
-    - text: We will block your card.
-  utter_ask_confirm_issue_new_card:
-    - text: "Would you like to be issued a new card?"
-      buttons:
-        - title: "Yes, send me a new card"
-          payload: "/SetSlots(confirm_issue_new_card=true)"
-        - title: "No, just block my card"
-          payload: "/SetSlots(confirm_issue_new_card=false)"
-  utter_ask_address:
-    - text: "Would you like us to deliver your new card to this address: {physical_address}?"
+          payload: "/SetSlots(confirmation=false)"
+    - condition: slots.card_block_type == "temporary"
+      text: "Are you sure you want to temporarily freeze the card {bank_card_number}?"
       buttons:
-        - title: "Yes, send a new card"
-          payload: "/SetSlots(address_confirmed=true)"
-        - title: "No, I'll go to the bank"
-          payload: "/SetSlots(address_confirmed=false)"
-  utter_contact_support:
-    - text: "Should you require further assistance, please contact our support team at 020 7777 7777. Thank you for being a valued customer."
-    - text: "If you have any questions or concerns, please don't hesitate to reach out to our support team at 020 7777 7777. We're here to help."
-    - text: "For additional support, please contact our customer service team at 020 7777 7777. Thank you for being a valued customer."
-  utter_acknowledge_reason_damaged_expired:
-    - text: "Thank you for letting us know. I'm sorry to hear the card was {reason_for_blocking}"
-      metadata:
-        rephrase: True
-  utter_acknowledge_reason_fraud_stolen_lost:
-    - text: "As your card was potentially stolen, it's crucial to report this incident to the authorities. Please contact your local law enforcement agency immediately."
-    - text: "Given the unfortunate potential theft of your card, please report this incident to your local law enforcement agency. We'll work together to minimize the impact of this situation."
-  utter_acknowledge_reason_travelling_moving:
-    - text: Thanks for informing us about moving.
+        - title: "Yes"
+          payload: "/SetSlots(confirmation=true)"
+        - title: "No"
+          payload: "/SetSlots(confirmation=false)"
+
+  utter_freeze_card_successful:
+    - text: "Your card has been temporarily frozen."

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

@@ -0,0 +1,16 @@
+version: "3.1"
+
+responses:
+  utter_list_cards:
+    - text: "You currently have the following bank cards:\n{cards_list}"
+  utter_no_cards:
+    - text: "You currently have no bank cards."
+
+slots:
+  cards_list:
+    type: text
+    mappings:
+      - type: controlled
+
+actions: 
+  - list_cards

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

@@ -0,0 +1,43 @@
+version: "3.1"
+
+slots:
+  confirm_correct_card:
+    type: bool
+    mappings:
+      - type: from_llm
+  replacement_reason:
+    type: categorical
+    values:
+      - lost
+      - damaged
+    mappings:
+      - type: from_llm
+  was_card_used_fraudulently:
+    type: bool
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_confirm_correct_card:
+    - text: I've found the card with number ****3452 on file. Is this the card you want to replace?
+  utter_relevant_card_not_linked:
+    - text: Seems like I don't have the card you're asking about on file.
+  utter_ask_replacement_reason:
+    - text: Why do you need to replace your card?
+      buttons:
+      - title: "Lost"
+        payload: /SetSlots(replacement_reason=lost)
+      - title: "Damaged"
+        payload: /SetSlots(replacement_reason=damaged)
+  utter_ask_was_card_used_fraudulently:
+    - text: Is it possible that someone else has managed to use your card?
+  utter_will_cancel_and_send_new:
+    - text: Alright, I'll cancel your card and send you a new one.
+  utter_new_card_has_been_ordered:
+    - text: Your new card should arrive in 3 to 5 business days in a white envelope.
+  utter_report_fraud:
+    - text: I am sorry to hear that. Unfortunately, I can't directly handle fraudulently used cards. Please go to FinX.com/disputes, to report the fraud on your account.
+  utter_unknown_replacement_reason_handover:
+    - text: Let me connect you to an agent, to get the details of what happened to your card.
+  utter_failed_handoff:
+    - text: I am sorry, I was not able to connect you to an agent. I have created a support ticket for you. Someone will reach out to you shortly.

rasa/cli/project_templates/finance/domain/cards/shared.yml

@@ -0,0 +1,15 @@
+actions:
+  - check_that_card_exists
+
+slots:
+  bank_card_number:
+    type: text
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_bank_card_not_found:
+    - text: "The card number you provided could not be found. Please check and try again."
+
+  utter_ask_bank_card_number:
+    - text: "What is the number of the card you wish to perform this action for?"

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

@@ -0,0 +1,37 @@
+version: "3.1"
+
+actions:
+  - add_contact
+
+slots:
+  add_contact_name:
+    type: text
+    mappings:
+    - type: from_llm
+  add_contact_handle:
+    type: text
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_add_contact_confirmation:
+    - text: Do you want to add {add_contact_name}({add_contact_handle}) to your contacts?
+      buttons:
+        - payload: "/SetSlots(confirmation=true)"
+          title: "Yes"
+        - payload: "/SetSlots(confirmation=true)"
+          title: "No, cancel"
+  utter_ask_add_contact_handle:
+    - text: "What's the account handle or number for this contact? Example: @shaun"
+      metadata:
+        rephrase: True
+  utter_ask_add_contact_name:
+    - text: "What's the name of this contact?"
+  utter_add_contact_error:
+    - text: "I'm sorry, something went wrong while adding the contact. Please try again."
+  utter_add_contact_cancelled:
+    - text: "No problem! I've cancelled adding the contact."
+  utter_contact_already_exists:
+    - text: "You already have a contact with that handle in your list."
+  utter_contact_added:
+    - text: "Great! I've added {add_contact_name} to your contacts."

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

@@ -0,0 +1,16 @@
+version: "3.1"
+
+actions:
+  - list_contacts
+
+slots:
+  contacts_list:
+    type: text
+    mappings:
+      - type: controlled
+
+responses:
+  utter_no_contacts:
+    - text: You have no contacts in your list.
+  utter_list_contacts:
+    - text: "You currently have the following contacts:\n {contacts_list}"

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

@@ -0,0 +1,32 @@
+version: "3.1"
+
+actions:
+  - remove_contact
+  - action_ask_remove_contact_handle
+
+slots:
+  remove_contact_name:
+    type: text
+    mappings:
+      - type: from_llm
+  remove_contact_handle:
+    type: text
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_contact_not_in_list:
+    - text: That contact is not in your list.
+  utter_remove_contact_error:
+    - text: Something went wrong, please try again.
+  utter_remove_contact_success:
+     - text: Removed {remove_contact_handle}({remove_contact_name}) from your contacts.
+  utter_ask_remove_contact_confirmation:
+    - buttons:
+        - payload: /SetSlots(confirmation=true)
+          title: "Yes"
+        - payload: /SetSlots(confirmation=false)
+          title: "No, cancel the removal"
+      text: Should I remove {remove_contact_handle} from your contact list?
+  utter_remove_contact_cancelled:
+    - text: Okay, I am cancelling this removal of a contact.

rasa/cli/project_templates/finance/domain/domain.md

@@ -0,0 +1,18 @@
+## 📂 `domain/` – The Agent's Brain
+
+This folder contains YAML files that define the agent's:
+- **Slots**: The agent's memory (e.g., user's name, account number, address) [1](https://rasa.com/docs/reference/primitives/slots/).
+- **Responses**: The messages your agent can say to users (e.g., greetings, confirmations) [2](https://rasa.com/docs/reference/primitives/responses).
+- **Actions**: Custom logic your agent can run (e.g., checking a balance) [3](https://rasa.com/docs/reference/primitives/custom-actions).
+
+The `bank_name` slot allows easy rebranding - just change its default value to customize all bank references throughout the agent.
+
+**What you'll find:**
+- **accounts/**: Domain configuration for account management features
+- **bills/**: Domain setup for bill payment and reminder features
+- **cards/**: Domain elements for card management operations
+- **contacts/**: Domain configuration for contact and advisor management
+- **transfers/**: Domain setup for money transfer and payment features
+- **general/**: General banking conversation domain elements
+
+You can organize the domain as one big file or many small ones. Rasa will automatically merge everything during training [1](https://rasa.com/docs/reference/config/domain).

rasa/cli/project_templates/finance/domain/general/_shared.yml

@@ -0,0 +1,39 @@
+version: "3.1"
+
+slots:
+  date:
+    type: any
+    mappings:
+      - type: from_llm
+  time:
+    type: any
+    mappings:
+      - type: from_llm
+  date_range_start:
+    type: any
+    mappings:
+      - type: from_llm
+  date_range_end:
+    type: any
+    mappings:
+      - type: from_llm
+  statement_month:
+    type: text
+    mappings:
+      - type: from_llm
+  statement_year:
+    type: text
+    mappings:
+      - type: from_llm
+  confirmation:
+    type: bool
+    mappings:
+      - type: from_llm
+  return_value:
+    type: any
+    mappings:
+      - type: from_llm
+
+session_config:
+  session_expiration_time: 60
+  carry_over_slots_to_new_session: true

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

@@ -0,0 +1,4 @@
+
+responses:
+  utter_bot_challenge:
+    - text: "You got it - I’m a virtual agent. I’ll do my best to help with your {skills_summary}."

rasa/cli/project_templates/finance/domain/general/cannot_handle.yml

@@ -1,5 +1,8 @@
 responses:
   utter_no_relevant_answer_found:
-    - text: I’m sorry, I can’t help with that.
+    - text: "I'm sorry, I can't help with that request. You can try asking about your {bank_name} account balance, transfers, card management, or say 'help' to see what I can do."
       metadata:
-        rephrase: False
+        rephrase: True
+    - text: "I'm not able to assist with that. I can help with {bank_name} banking tasks like checking balances, managing cards, or transferring money. What would you like to do?"
+      metadata:
+        rephrase: True

rasa/cli/project_templates/finance/domain/general/feedback.yml

@@ -23,6 +23,3 @@ responses:
     - text: "Thank you for your honest feedback. We're always working to improve our service. Have a good day."
     - text: "We appreciate your feedback and will use it to make our service better. Thank you for your time."
     - text: "Thanks for letting us know. Your feedback helps us improve. Take care!"
-
-actions:
-  - action_default_fallback

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

@@ -1,7 +1,7 @@
-responses: 
+responses:
   utter_goodbye:
-    - text: "Thanks for stopping by — take care!"
-    - text: "Thanks for the chat. Have a great day!"
-    - text: "Catch you later! Feel free to reach out anytime."
-    - text: "Goodbye for now — we’re here if you need anything."
-    - text: "Take care! Let us know if you have any other questions."
+    - text: "Thanks for banking with {bank_name} — take care!"
+    - text: "Thanks for the chat. Have a great day with {bank_name}!"
+    - text: "Catch you later! Feel free to reach out to {bank_name} anytime."
+    - text: "Goodbye for now — {bank_name} is here if you need anything."
+    - text: "Take care! Let {bank_name} know if you have any other questions."

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

@@ -4,27 +4,28 @@ actions:
 
 slots: 
  confirm_human_handoff:
-    type: "categorical"
+    type: "bool"
     mappings:
       - type: "from_llm"
-    values:
-      - "Yes"
-      - "No" 
 
 responses:
   utter_ask_confirm_human_handoff:
-    - text: "Do you want to be connected to a human agent?"
+    - text: "Do you want to be connected to a {bank_name} specialist?"
       buttons:
-        - payload: "/SetSlots(confirm_human_handoff=Yes)"
+        - payload: "/SetSlots(confirm_human_handoff=True)"
           title: "Yes"
-        - payload: "/SetSlots(confirm_human_handoff=No)"
+        - payload: "/SetSlots(confirm_human_handoff=False)"
           title: "No"
 
   utter_transferring_to_human:
-    - text: "You will be transfered to a human agent in a few moments."
+    - text: "I'm connecting you with a {bank_name} specialist now. They'll be with you shortly!"
+      metadata:
+        rephrase: True
 
   utter_human_handoff_cancelled:
-    - text: "Ok, I understand you don't want to be connected to a human agent. Is there something else I can help you with?"
+    - text: "No problem! I'll continue helping you with your {bank_name} banking needs. What else can I assist you with?"
       metadata:
         rephrase: True
 
+  utter_transfer_to_manager:
+    - text: "I will transfer the following summary of our conversation to the {bank_name} Callback Manager:\n{summary}"

rasa/cli/project_templates/finance/domain/general/welcome.yml

@@ -1,8 +1,39 @@
 version: "3.1"
 
+slots:
+  bank_name:
+    type: text
+    initial_value: "Fenlo"
+    mappings:
+      - type: controlled
+  skills_summary:
+    type: text
+    initial_value: "transferring money, managing authorised payees, checking an account balance, blocking a card, and answering your general finance enquiries"
+    mappings:
+      - type: controlled
+  example_questions:
+    type: text
+    initial_value: |
+      - What's my account balance?
+      - Transfer $50 to Alice today.
+      - Block my Visa temporarily.
+      - Download my June 2024 statement as a PDF.
+    mappings:
+      - type: controlled
+  agent_name:
+    type: text
+    initial_value: "Finley"
+    mappings:
+      - type: controlled
+
 responses:
   utter_greeting:
-    - text: "Hi there! I'm {assistant_name}. I can help you with {skills_summary}. How can I help you today?"
+    - text: "Hi there! I'm {agent_name} 👋. I can help you with {skills_summary}. \n Here's a few things you can ask me: {example_questions} \n How can I help you today?"
       metadata:
         rephrase: True
-
+  utter_hello:
+    - text: "Hi nice to meet you - I'm here to help with your {bank_name} account. How can I assist you?"
+      metadata:
+        rephrase: True
+  utter_help:
+    - text: "I can help you with {skills_summary}. \n\n Here's a few things you can ask me: \n {example_questions}"