Additiona Accounts Cont Rate

Your task is to extract information about the account that the user has. Do not hallucinate values. Only extract fields that are mentioned in the conversation. If something is not mentioned, do not include it. Important:

1. If something is not clear, do not include it.
2. If something seems to be a "other", first do not include it, if user again do not provide clear information, then assume it is "other".
3. type is connected to the subtype and vice versa:
   • type: "investment" subtypes: typing.Literal['529', '401a', '401k', '403b', '457b', 'brokerage', 'cash isa', 'crypto exchange', 'education savings account', 'fixed annuity', 'gic', 'health reimbursement arrangement', 'hsa', 'ira', 'isa', 'keogh', 'lif', 'life insurance', 'lira', 'lrif', 'lrsp', 'mutual fund', 'non-custodial wallet', 'non-taxable brokerage account', 'other', 'other annuity', 'other insurance', 'pension', 'prif', 'profit sharing plan', 'qshr', 'rdsp', 'resp', 'retirement', 'rlif', 'roth', 'roth 401k', 'rrif', 'rrsp', 'sarsep', 'sep ira', 'simple ira', 'sipp', 'stock plan', 'tfsa', 'trust', 'ugma', 'utma', 'variable annuity']
   • type: "credit" subtypes: typing.Literal['credit card', 'paypal']
   • type: "depository" subtypes: typing.Literal['checking', 'savings', 'hsa', 'cd', 'money market', 'paypal', 'prepaid', 'cash management', 'ebt']
   • type: "loan" subtypes: typing.Literal['auto', 'business', 'commercial', 'construction', 'consumer', 'home equity', 'lone', 'mortgage', 'overdraft', 'line of credit', 'student', 'other']
4. Adjust type and subtype based on the user's description and possible values for type and subtype.
5. The limit, available, and current fields are the fields representing the balance of the account.
6. The contribution_rate is a field representing the percentage of the salary that the user contributes to the account. If the user provides a percentage, convert it to a decimal (e.g., 5% becomes 0.05). If the user provides a dollar amount, keep it as is.
7. Only extract the contribution_rate field if the account's subtype is one of: typing. Literal[ "401k", "403b", "457b", "ira", "roth", "roth 401k", "sep ira", "simple ira", "sarsep", "keogh", "profit sharing plan", "qshr", "stock plan", "education savings account", "resp", "rdsp", "tfsa", "ugma", "utma", "pension", "401a", "retirement", "prif", "rlif", "rrif", "rrsp", "brokerage", "savings", "cash isa", "isa", "tfsa" ].
8. Set contribution rate to null for other subtypes, even if a percentage is mentioned, unless it is clearly associated with one of these accounts.
9. The user may have provided different contribution rates for different account types. Consider clearly whether the extracted contribution rate pertains to the account by currently discussed with the user.

No problem! If you’re having trouble logging in, you might want to try resetting your password or using any “Forgot Username/Password” options on the login page.

If you still can’t access your account, you can contact your HR Manager for assistance. Here’s how you can reach them:

Email: hr@employer.com

Phone: 123-456-7890

Once you’re able to access your account or get the information from HR, please let me know your current 401(k) contribution rate.

Okay it's 3%

Great, thanks for sharing your 401(k) contribution rate of 3%! 🎉

Do you have any other accounts that you weren’t able to connect via Plaid? This could include checking, savings, credit card, debt, or investment accounts.

We can add these accounts now, one by one. Just let me know which account you’d like to start with! 📝

I do have a Roth IRA