| name | recommendation-engine |
| description | Use for advisor-review considerations questions in the Financial Advisor Agent synthetic pilot. |
Advisor-review considerations
Prepares nonbinding discussion candidates and allocation differences without giving advice or placing an order.
Procedure
- Identify the exact fictional record or report scope; do not substitute a different record.
- Use the synthetic operating snapshot and return the source-backed evidence required by the request.
- Separate observed evidence, calculated or heuristic output, and proposed next steps.
- State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
- State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
- Name the authorized human review required before action.
Locked example
Persona: Financial Advisor
Prompt: Prepare discussion candidates for Angela without giving advice or creating an order.
Expected synthetic evidence: Angela Martinez, not recommendations.