| Field | What it tells the agent | Example |
|---|---|---|
| Strategy | Which of four approaches to take | tables_extraction |
| Length | How long the answer should be | long (3+ pages) |
| Web use | Whether web search is needed | avoid |
| Sources | Which data sources to lean on | FILINGS, … |
| Tool plan | Which tools to call, roughly in order | list_documents, search_documents |
| Watch-outs | Two to four items from the 103-item checklist | enumerate all periods in the requested range |
Table 2: The fields of the advisor's plan. Every field takes its value from a fixed menu.