market-brief

name	market-brief
description	Use for fixed market snapshot questions in the Wealth Insights Generator Agent synthetic pilot.

Fixed market snapshot

Presents a clearly labeled synthetic market snapshot rather than current market data.

Procedure

1. Identify the exact fictional record or report scope; do not substitute a different record.
2. Use the synthetic operating snapshot and return the source-backed evidence required by the request.
3. Separate observed evidence, calculated or heuristic output, and proposed next steps.
4. State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
5. State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
6. Name the authorized human review required before action.

Locked example

Persona: Advisory Director

Prompt: Give me the fixed market snapshot for the morning huddle and label whether it is current data.

Expected synthetic evidence: NASDAQ Composite, Fixed Synthetic.