bank_invoice

What problem does it solve?

This Skill eliminates the tedious, error-prone manual work of filling out XX Bank invoice templates and handling sensitive customer name desensitization for file naming, streamlining the invoice creation process for banking and financial workflows.

Core Features & Use Cases

• Dual Document Output: Generates both standardized Excel invoice records and Word digital application forms from pre-defined templates.
• Automatic Name Desensitization: Masks customer names in output filenames (e.g., "张三丰" → "张某某") to protect personal sensitive information.
• Use Case: Ideal for loan processing teams that need to quickly generate compliant invoice documents for disbursements, ensuring consistent formatting and data privacy compliance.

Quick Start

Use the bank_invoice skill to generate an invoice for customer 张三丰 with ID card number 123456200001011234, contact phone 13800138000, email [email protected], contract number HT20240410001, loan number JD20240410001, disbursement date 2024-04-10, total loan amount 100000, bank lending amount 80000, fee type 服务费, invoice amount 5000, and serial number 001.