policy-review

name	policy-review
description	Review workspace policy readiness before approval, including restricted lists, adapter eligibility, notional limits, approval readiness, information barriers, and audit gaps.

Policy Review

Use this skill to evaluate restricted list, approval readiness, policy constraints, universe/instrument support, adapter eligibility, and information barriers.

Universe and policy posture:

• Identify the asset universe, instrument, order path, broker/adapter, and whether that path is installed and enabled.
• Treat unsupported universes or instruments as revise, deny, or blocked; do not infer permission from research-only support.
• Confirm that external data tools, imported skills, or connector availability do not widen execution permissions.
• Live execution remains disabled unless a user-installed adapter and policy explicitly enable it.

Expected output:

• Policy decision: allow, revise, or deny
• Reasons
• Required approvals
• Restricted list result
• Universe/instrument support result
• Adapter eligibility result
• Barrier concerns
• Audit notes

Quality floor:

• Apply the shared artifact quality floor for narrative policy memos.
• Tag material narrative claims as [factual], [inference], or [assumption].
• Name the exact policy, restricted-list, approval, or adapter gate that matters.
• Distinguish a policy deny from an incomplete-evidence revise state.
• State safe next action, blocked actions, and whether the request is research-only, paper/stub eligible, or unsupported.
• Do not fabricate policy state, restricted-list entries, approval receipts, or adapter availability.
• State the safe next action and blocked actions.

Write outputs under trading/reports/policy/.