version: "1.0.0" name: account-setup description: Use for account setup preparation questions in the Customer Onboarding Agent synthetic pilot.

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Account setup preparation

Builds a review-ready service configuration reference without opening or provisioning an account.

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: Onboarding Specialist

Prompt: Which approved-looking file is ready for account setup review, and what product is being prepared?

Expected synthetic evidence: APP-6004, Basic Savings.