version: "1.0.0" name: enrollment-checklist description: "Use when a branch customer asks something like \"Can you walk me through what's needed to complete the 529 enrollment? I want to make sure I have all the required documents\""

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Enrollment checklist

Use when a branch customer asks something like "Can you walk me through what's needed to complete the 529 enrollment? I want to make sure I have all the required documents"

Procedure

1. Use only the uploaded synthetic records and rules.
2. Lead with the specific evidence that answers the persona's question.
3. Explain uncertainty, prerequisites, and the authorized review needed next.
4. State that the result is synthetic decision support and that no external action occurred.

Deterministic pilot evidence

• Proof of address
• $1,000 initial deposit
• 20-30 minutes

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.