---
name: client-summary
description: "Use when a financial advisor asks something like \"Prepare the client presentation and summarize what we accomplished for my client\""
---
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# Client summary

Use when a financial advisor asks something like "Prepare the client presentation and summarize what we accomplished for my client"

## 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

- `Session Summary`
- `$11,232`
- `Nothing has been saved, shared or scheduled`

## 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.