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AI safety and constraints

Next Move AI is a thin explanation layer over the rules engine. It does not invent recommendations, does not receive identity fields, and is constrained by a compliance pass on both input and output.

Pipeline

  1. Classify the question into a known category.
  2. Build a minimized context using a per-category whitelist of profile fields.
  3. Pull only the rules and facts relevant to the category.
  4. Generate a structured answer (recommendation, why, inputs used, missing data, confidence, what-would-change).
  5. Run a compliance scan against blocked patterns (individual securities, guarantees, fiduciary claims).
  6. Append the educational-guidance disclosure and return.

What the AI cannot do

  • Recommend individual stocks, ETFs, or trades.
  • Guarantee outcomes.
  • Provide tax or legal advice as certainty.
  • Answer with missing data — it surfaces what is needed instead.

FAQ

Does the AI ever invent recommendations?
No. Every recommendation originates from the deterministic rules engine. The AI explains, compares, and simulates — it does not generate new advice.
What does the AI see about me?
A category-specific minimum: only the profile fields needed to answer your question. Identity fields (email, name) and unrelated balances are never sent.
Can the AI recommend stocks or ETFs?
No. Individual security recommendations are blocked at both prompt and response time, along with guarantees and fiduciary claims.