Finance · Financial Products
Product overview sheets
A short summary sheet describing a single financial product's features, costs, eligibility and risks for customers or sales staff.
What it usually contains
- Product name and brief description of how it works
- Key features, terms and eligibility requirements
- Fees, interest rates or pricing details
- Risks, limitations and exclusions
- Contact details and required regulatory disclaimers
What the assistant uses it for
Answering what a particular account, loan, insurance policy or investment product offers, who qualifies, and what it costs. Useful for comparing options in a product range or checking terms before a sales conversation.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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