review: reject financial advice in indicator-summary reads
Adds a new UNCLEAN criterion to the reviewer agent's system prompt:
direct recommendation language (buy/sell/hold/accumulate/trim/rotate),
allocation guidance (overweight/underweight, "X% in bonds"), price
targets, and personalised framing ("you should", "investors should")
all trigger a reject.
The operator is not licensed to give investment advice; this is
editorial commentary on public data. The generator's system prompt
already forbids buy/sell language, but a prompt-only constraint is
not an enforcement layer. The reviewer agent — already in the
pipeline for chain-of-thought / truncation / meta-commentary — is the
right place to enforce the regulatory boundary structurally: rows
that drift into advice get dropped, and the API falls back to the
previous compliant row.
Descriptive / interpretive language about market state remains
explicitly allowed ("valuations are stretched", "real yields are
restrictive"). The criterion is state vs action: states publish,
actions don't.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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@ -60,7 +60,22 @@ Mark UNCLEAN if the text contains ANY of:
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- Partial / truncated content. Starts mid-word, mid-number, mid-clause.
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- Visible internal numbers without clear meaning ("change 1y +5.9%?"),
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raw column names ("as_of 2026-01-01"), or any debug-like fragments.
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- Anything other than the finished, publishable interpretation.
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- FINANCIAL ADVICE or any phrasing that recommends an action the
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reader should take. This service is editorial commentary on public
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data, not investment advice; the operator is not licensed to give
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it. Reject any of:
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* Buy/sell/hold/accumulate/trim/exit/enter/rotate language.
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* Allocation guidance ("overweight", "underweight",
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"X% in bonds", "increase exposure to").
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* Price targets or specific level predictions ("will reach $X",
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"target Y", "expect Z by year-end").
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* Personalised framing ("you should", "investors should",
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"consider buying", "we recommend").
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DESCRIPTIVE / INTERPRETIVE language about market state is fine —
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"valuations are stretched", "real yields are restrictive", "rates
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and credit disagree". The test: does the text describe a STATE, or
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does it suggest an ACTION? States are fine; actions are not.
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- Anything else other than the finished, publishable interpretation.
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Return ONLY a JSON object with this exact shape:
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{"clean": true | false, "reason": "<≤20 words, plain text>"}
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