# Changelog — sample-finance-bookcall

## v0 — 2026-06-15
**Origin**: Sanitized reference sample derived from a production finance/book-the-call agent. Not deployed.
**Template**: principles
**Flavor**: book-the-call
**Scope**: Teaching example only — DM appointment-setter for a high-ticket day-trading mentorship.
The DM qualifies; the call sells.
**Deploy**: NONE. This sample is never deployed; `agent_id` stays `PENDING` and `influencer_id` is `<PENDING>`.
**PII strip + leak rule applied**:
- Removed: real full name / surname, @handle, regulator (ASIC) license number(s), specific trading
  income and client-funding figures, Trustpilot references, team member real names, specific
  market/strategy details, all real URLs/booking links, Slack/operator channels, and all UUIDs
  (agent/influencer/resource ids).
- Replaced credibility claims with the technique only: "verified by an independent regulator (details
  disclosed on the call)" instead of any number. Persona reduced to a generic first name ("Mitch"),
  no surname, no license.
- All links → placeholders (`get_resources("...")` / `https://example.com`).
- The **reasoning-leak guard** is baked in as Principle 1 of `system.md` (human disguise + no visible
  reasoning); the routing/qualification logic is executed invisibly, never narrated to the lead.
**Notes**: Architecture preserved intact — challenger statement-then-question rapport, anti-guru
positioning, time-commitment qualification gate, income routing gate, long-cycle nurture/re-engagement,
and "salaried team not commission" transparency. The richer source's operational files were folded into
`knowledge_base.md` or omitted (see `meta.md`).