version: "1.0.0" name: client-review description: Use for client review questions in the Financial Advisor Agent synthetic pilot.

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Client review

Summarizes the fictional book of business, advisor, risk profile, assets, and review timing.

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: Summarize the advisor book and show which client is already retired.

Expected synthetic evidence: CLI-3003, Retired.