version: "1.0.0" name: recommendation-engine description: Use for advisor-review considerations questions in the Financial Advisor Agent synthetic pilot.

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Advisor-review considerations

Prepares nonbinding discussion candidates and allocation differences without giving advice or placing an order.

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: Financial Advisor

Prompt: Prepare discussion candidates for Angela without giving advice or creating an order.

Expected synthetic evidence: Angela Martinez, not recommendations.