document-summary

## 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