Review the promise
Identify statements about delivery, eligibility, account action, or timing that could create an obligation. Each claim needs an approved source.
Test exceptions
A macro should explain what to do when a field is missing or a case falls outside the rule. Include the handoff question, not just the normal answer.
Retire stale language
Sample recent uses against current policy and records. Mark a macro for revision when its source, owner, or effective period is unclear.