How do I brand my handbook prose?¶

Customization walkthrough — Developer / Product Owner. Reskinning + extending.

The story¶

You've pointed the rendered mkdocs site at your own L2 instance (see How do I publish docs against my L2?) and the handbook now reads against your accounts, your rails, your chains. The prose still says "Your Institution" everywhere, though — where the bundled sasquatch_pr fixture would say "Sasquatch National Bank — SNB". The neutral fallback renders fine, it just reads colorless.

The fix is three top-level fields on the L2 YAML — institution_name, institution_acronym and description. The handbook templates substitute them at render time via Jinja vocab.institution.name / vocab.institution.acronym references across ~20 pages. No code changes, no docs-site fork.

For curated Investigation-walkthrough narrative (anchor account names, shell-DDA layering chain, anomaly-pair sender display names), declare an investigation_personas: block carrying typed {name, account_id, role} entries. The roles the walkthrough templates gate on: convergence_anchor, counterparty_bank, operations_account and shell_entity.

Migrating from the old `persona:` block¶

The old L2 carried a persona: block — institution (name+acronym tuple) plus stakeholders, merchants, gl_accounts and flavor fields — and a hardcoded production-code intercept (_sasquatch_pr_vocabulary) that bypassed the operator-supplied stakeholders + merchants values for the bundled fixture. The intercept then populated HandbookVocabulary fields that NO docs page ever substituted ({{ no such element: recon_gen.common.handbook.vocabulary.HandbookVocabulary object['stakeholders'] }} etc. existed as variables, no template touched them).

We dropped that doubly-dead surface and promoted the fields that actually get substituted to top-level:

Old `persona:` block (removed)	Now
`persona.institution[0]`	`institution_name` (top-level)
`persona.institution[1]`	`institution_acronym` (top-level)
`persona.gl_accounts`	gone — never substituted in any docs page
`persona.stakeholders`	gone — Sasquatch vocab hardcoded its own, then those weren't substituted either
`persona.merchants`	gone — same as stakeholders
`persona.flavor`	gone — `flavor[1]`/`[2]` populated optional handbook `region` + `legacy_entity` which were never substituted
(hardcoded `investigation_personas` table)	`investigation_personas:` top-level field on L2

Net: a smaller editor surface, no L3 leaking into L2 (common/handbook/ no longer carries Sasquatch-specific strings) and the same operator-visible rendered output for institutions that fill in their institution_name.

Want to substitute new per-institution strings in your custom prose?¶

The drop-in-via-YAML path the old persona: block offered is gone — a new substitution variable now takes a small PR. Four steps:

Add a top-level field to L2Instance (primitives.py).
Wire the loader / serializer.
Extend HandbookVocabulary (vocabulary.py) to surface it.
Reference {{ no such element: recon_gen.common.handbook.vocabulary.HandbookVocabulary object['your_field'] }} in your fork of the markdown templates.

The PR gate's reasoning lives in the archived audit (docs/audits/_archive/bx_persona_audit.md): substitution variables that no template actually used were silently misleading operators into filling out forms whose values went nowhere.

Worked example — minimal flavored L2¶

# my_institution.yaml

institution_name: "Acme Federal Bank"
institution_acronym: "AFB"
description: |
  Acme Federal Bank's combined treasury + commercial-loan
  reconciliation view. Generated nightly from the core ETL feed.

investigation_personas:
  - name: "Suspect Shell LLC"
    account_id: "cust-700-0001-suspect-shell-llc"
    role: "convergence_anchor"
  - name: "Layered Vehicle A"
    account_id: "cust-700-0002-layered-a"
    role: "shell_entity"

# ... accounts / rails / templates / chains / limit_schedules below ...

That's the full flavor surface. Handbook pages now read "Acme Federal Bank" / "AFB" at every substitution callsite; Investigation walkthroughs render the curated shell-chain narrative when vocab.demo.investigation.layering_chain is non-empty.

Acceptance test¶

The docs landing page (index.md) renders its intro against your L2:

…rendered against Sasquatch National Bank (l2)…

Build against your L2 (recon-gen docs apply --l2 path/to/my.yaml). The rendered intro reads "Acme Federal Bank" instead of "Your Institution". The name renders on role-specific landing pages too (the acronym shows up deeper, not in this opening line) — for-your-role/operator.md opens with "Audience — reconciliation operator at Acme Federal Bank".

If vocab.institution.name still reads "Your Institution", double-check that you set institution_name: at the TOP level of the YAML — not nested under any block (the old persona: nesting is gone).