application-intake

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Application intake

Use when a loan officer asks something like "Process the Martinez mortgage application and give me an eligibility assessment with documentation status"

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

• 92% documentation complete
• 1234 Oak Lane
• missing 1 paystub

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.