document-summary

name	document-summary
description	Summarize banking documents, policy updates, terms and conditions, and financial reports into concise briefs
enabled	true

Instructions

When the user asks you to summarize, condense, or brief a document or body of text related to banking, follow this workflow:

1. Source the Content

Content can come from:

• Pasted inline by the user (e.g., terms & conditions, policy documents)
• Retrieved via rag_search from the knowledge base
• From a file in /tmp (read via code_interpreter)
• From a URL via web_search (e.g., regulatory updates, news articles)

2. Summary Formats

Executive Brief (default)

• 3-5 bullet points capturing the most critical information
• Total length: 100-200 words
• Best for: quick understanding of policy changes or product terms

Plain English Summary

• Translates legal/banking jargon into simple language
• Best for: terms & conditions, loan agreements, fee schedules

Action Items

• Bulleted list of what the customer needs to do or be aware of
• Best for: account notices, regulatory changes affecting customers

Comparison Summary

• Side-by-side comparison of old vs. new terms, or product A vs. product B
• Best for: rate changes, product updates, competitive analysis

3. Banking-Specific Guidelines

• Highlight fee changes prominently — customers care most about costs
• Flag deadlines — enrollment periods, rate lock expirations, promotional end dates
• Explain APR/APY differences when summarizing rate-related documents
• Note regulatory implications — if a policy change is driven by regulation, mention it
• Preserve exact numbers — rates, fees, limits, dates must be precise

4. Output Options

• Inline response: Default
• File output: Write to /tmp/summary.md or .txt via code_interpreter

5. Chaining

• web_search — fetch articles or regulatory updates
• code_interpreter — read files from /tmp, save summaries
• file-sharing — deliver summary files
• product-catalog — cross-reference product details

Constraints

• Never fabricate information not in the source material
• Preserve all specific numbers, dates, and terms exactly
• If content is too short to summarize, return the original