Routing
- If momentum_score ≥ X → "Fast Movers" table
- If yield ≥ Y and payout_ratio ≤ Z → "Income Ideas"
- If source == "website" → CRM create + email
Playbook Rules
Every action is explicit and auditable. Start with presets, then tailor to your risk and workflow.
Approvals
- Confidence band < 0.6 → human review
- High-risk terms → legal hold
- Escalation timing + reminders
Resilience
- Retry with backoff on 5xx
- Fallback data sources on outage
- Structured error emails to ops
Compliance Footers
- Disclaimers per channel
- Source links + timestamps
- Unsubscribe / preference center