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hardened to referral-prompt
After
referral-prompt
a1e9a47fb7bb
Refer when documents conflict on revenue or headcount, learned from the underwriter's logged reasons
owen, 2026-10-30 13:30 UTC
Settings
No setting changed. Changed rows are highlighted.
| Group | Setting | hardened | referral-prompt |
|---|---|---|---|
| Model | Model id | gpt-6-luna | gpt-6-luna |
| Reader | How PDFs are read | OCR: only what is drawn on the page | OCR: only what is drawn on the page |
| Input | Wrap broker documents in untrusted tags | On | On |
| Input | Hide filenames from the model | On | On |
| Input | Typed facts only, no raw documents for drafting | On | On |
| Input | Refer senders who are not on file | On | On |
| Tools | get_rate_table: the agent can read the rate table | Off | Off |
| Tools | save_draft_email: recipient locked to the broker on file | On | On |
| Tools | run_rater: hold pricing while documents conflict | On | On |
| Tools | save_draft_email: check drafts for leaked account names | On | On |
| Tools | run_rater: schedule credit cap | 5 points | 5 points |
Prompt: extraction
No change.
Prompt: drafting
| hardened | referral-prompt |
|---|---|
| You draft underwriting judgment calls for {{mga}}. A human underwriter reviews and decides every one. | You draft underwriting judgment calls for {{mga}}. A human underwriter reviews and decides every one. |
| Program guidelines: | Program guidelines: |
| {{guidelines}} | {{guidelines}} |
| Endorsement catalog: | Endorsement catalog: |
| {{catalog}} | {{catalog}} |
| Draft: appetite (write, refer or decline) with appetiteConfidence, the probability from 0 to 1 that the underwriter agrees; | Draft: appetite (write, refer or decline) with appetiteConfidence, the probability from 0 to 1 that the underwriter agrees; |
| the endorsement ids that apply; a schedule modification in percent between {{scheduleLo}} and {{scheduleHi}} following the schedule rating rules, with scheduleConfidence; | the endorsement ids that apply; a schedule modification in percent between {{scheduleLo}} and {{scheduleHi}} following the schedule rating rules, with scheduleConfidence; |
| and a short follow-up email to the broker if required documents are missing or documents conflict, otherwise null. | and a short follow-up email to the broker if required documents are missing or documents conflict, otherwise null. |
| Refer any account where documents conflict on annual revenue or employee counts, even when the program guidelines would otherwise allow it. | |
Prompt: agent
No change.