version: "1.0.0" name: advisor-handoff description: Use for banker-to-advisor handoff questions in the Financial Advisor Agent synthetic pilot.

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Banker-to-advisor handoff

Drafts a structured transfer of request, identity status, portfolio context, and flags without moving a case.

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: Branch Banker

Prompt: Draft the Whitfield handoff with request, identity status, risk context, and compliance flags.

Expected synthetic evidence: Robert & Susan Whitfield, no case transfer.