version: "1.0.0" name: opportunity-alerts description: Use for planning-gap signals questions in the Wealth Insights Generator Agent synthetic pilot.

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Planning-gap signals

Prioritizes reviewable relationship and planning signals without giving advice or contacting a client.

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: Relationship Manager

Prompt: Which clients have high-priority planning signals for advisor review?

Expected synthetic evidence: Harrison Family Trust, Dr. Anita Rao.