---
name: onboarding-status
description: Use for onboarding pipeline questions in the Customer Onboarding Agent synthetic pilot.
---
<!-- bic:source=blank -->
# Onboarding pipeline

Surfaces application status, risk tier, owner, and next-review context across the synthetic pipeline.

## 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: Head of Onboarding

Prompt: Where is the onboarding queue stuck, and who owns each application?

Expected synthetic evidence: APP-6001, APP-6003.