Alternatives

An alternatives field describes strategies that were considered but not recommended. It is one of the five rich content types and is generated by a Stage 5 LLM step that matches each recommendation against an alternatives section in the linked example document.

How to write the placeholder

Use a regular {{ field_name }}. The classifier picks up alternatives from the description, not the name.

Alternatives placeholders

{{ alternatives }}
{{ portfolio_alternatives }}
{{ alternative_strategies }}

What the classifier looks for

Descriptions like “Outline the alternative strategies considered,” “Describe the alternatives to the recommended approach,” or “Strategies that were assessed but not recommended” reliably classify a field as alternatives.

What renders at fill time

The placeholder is replaced with a structured list of blocks — typically a single bulleted list, framed around what was considered and why it wasn’t chosen. The Stage 5 LLM:

Reads each recommendation in the template.
Matches the recommendation to the closest alternatives section in the example document.
Generates a description of the rejected alternative, adapted to the client’s circumstances.
Styles the output to match the example.

Configuration after upload

Open the template-level generation settings (gear icon next to the template name) and point the alternatives example document slot at a Setting whose alternatives sections match the tone and structure you want. There is no per-field modal.

Common pitfalls

Empty when there are no recommendations

Alternatives are derived per-recommendation. If the template has no recommendation fields (or none have been generated), the alternatives placeholder renders empty.

Description must indicate rejected options

A description that says “list strategies” without mentioning that they were considered but not chosen may be misclassified as recommendation or content. Be explicit about the “not recommended” framing.

Manual override is supported

Use the field configuration UI to set the type explicitly when classification is ambiguous.

Syntax to copy

Generic alternatives

{{ alternatives }}

Topic-specific alternatives

{{ portfolio_alternatives }}
{{ insurance_alternatives }}
{{ super_alternatives }}

As part of a loop

{% for rec in recommendations %}
{{ rec.alternatives }}
{% endfor %}