PAUSE → CHALLENGE → CONFIRM or ESCALATE
Step 1 — PAUSE: Recognize a trigger condition (see Section 4). Do not act under real-time pressure. Internal script: “This request involves money, credentials, or sensitive data. I need to verify before I act.”
Step 2 — CHALLENGE: Open SureCircle and issue an identity challenge. Standard phrase: “Our policy requires me to verify your identity through SureCircle before I can take any action on this request—can you confirm?”
Step 3 — CONFIRM or ESCALATE: If verified, proceed through normal approval workflows. If failed, refused, or the caller is not in your Circle—do not proceed. Escalate per Section 8.
This protocol is the same for phone calls, Zoom, Teams, and text-based requests. The channel does not matter—the behavior does.
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