Improve initial context
Gather the approved facts a reviewer needs to decide fit without collecting unnecessary sensitive information.
Protect advice boundaries
The helper may organise and retrieve approved information but should not create professional advice or decide eligibility.
Draft with sources
A reviewer should see the source, assumptions, missing facts and reason for escalation beside every draft.
Control engagement actions
Scope, terms, price, conflicts and acceptance are authorised human decisions.
Technical evaluator notes
Evaluation should confirm architecture, data handling, knowledge ownership, permissions, human authority, QA/UAT criteria, integration boundaries, monitoring, audit evidence, release gates and rollback for the specific workflow. The guide does not claim that external systems are connected.