| name | execution-plan |
| description | Use for human-controlled implementation checklist questions in the Portfolio Rebalancing Agent synthetic pilot. |
Human-controlled implementation checklist
Sequences review, approval, settlement, and verification steps without creating or routing 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: Trading Supervisor
Prompt: Prepare the controlled implementation checklist and make clear whether any order was sent.
Expected synthetic evidence: VTI, No order.