version: "1.0.0" name: application-intake description: "Use when a loan officer asks something like \"Process the Martinez mortgage application and give me an eligibility assessment with documentation status\""
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Application intake
Use when a loan officer asks something like "Process the Martinez mortgage application and give me an eligibility assessment with documentation status"
Procedure
- Use only the uploaded synthetic records and rules.
- Lead with the specific evidence that answers the persona's question.
- Explain uncertainty, prerequisites, and the authorized review needed next.
- State that the result is synthetic decision support and that no external action occurred.
Deterministic pilot evidence
92% documentation complete1234 Oak Lanemissing 1 paystub
Safety gate
Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.