Aibast Retirement Scenario 05 (Microsoft)

---
name: retirement-scenario
description: Use for retirement scenario inputs questions in the Portfolio Rebalancing Agent synthetic pilot.
metadata:
  origin: Microsoft
---
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# Retirement scenario inputs

Frames assumptions for lower-return, base, and higher-volatility retirement modeling without asserting success.

## Procedure

1. Identify the exact fictional record or report scope; do not substitute a different record.
2. Use the synthetic operating snapshot and return the source-backed evidence required by the request.
3. Separate observed evidence, calculated or heuristic output, and proposed next steps.
4. State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
5. State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
6. Name the authorized human review required before action.

## Locked example

Persona: Retirement Planning Specialist

Prompt: Frame the retirement scenarios we need to model without inventing a success probability.

Expected synthetic evidence: 25 years, No success probability.