plan-research

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Plan research

Use when a branch customer asks something like "I'd like to understand what 529 plan options are available. My daughter Emma is 5 years old, and we're in California. We can contribute about $300 per month"

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

• California ScholarShare 529
• ~$65,730
• ~31%

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.