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finserv-ontology-starter

Provide a prebuilt financial services ontology for core-banking data analysis in TextQL/Ana.

Updated Jun 26, 2026
Search Tags:#ontology#data analysis#governance#classification#financial services
One-click install
npx skills add https://github.com/TextQLLabs/ontology-starter-kits --skill finserv-ontology-starter
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finserv-ontology-starter
Source: https://github.com/TextQLLabs/ontology-starter-kits/tree/main/finserv
Command: npx skills add https://github.com/TextQLLabs/ontology-starter-kits --skill finserv-ontology-starter

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires Ana, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides a ready-to-use financial services ontology to streamline data analysis, enabling users to leverage a comprehensive set of governed metrics and classification systems without building from scratch.

Core Features & Use Cases

  • Entity Spine: Predefined entities like customers, accounts, transactions, and loans.
  • Metrics: Access to pre-defined metrics such as deposit balances, net interest margin, and delinquency rates.
  • Classification: Built-in classification systems for merchant categories (MCC) and industries (NAICS).
  • Governance & PII: Compliance with PII/PCI and other financial regulations.
  • Use Case: For a bank or fintech company, this Skill can quickly set up an ontology to analyze core-banking/transaction data and perform governed analysis.

Quick Start

Connect this repository to Ana and connect your data warehouse. Validate the ontology against your schema and start asking questions like 'What's our 30-day delinquency rate this quarter, dollar-weighted?'.

Frequently Asked Questions about finserv-ontology-starter

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I set up a financial services ontology for governed data analysis?▼

To set up a financial services ontology, connect this repository to Ana, link your data warehouse, and validate the predefined entities and metrics against your schema to start querying core-banking data.

What predefined metrics and classifications are included in a financial services ontology?▼

A financial services ontology includes predefined metrics like deposit balances, net interest margin, and delinquency rates, alongside built-in classification systems for merchant categories (MCC) and industries (NAICS).

Do I need Ana to use this financial services ontology?▼

Yes, you need Ana to use this financial services ontology. You must connect the repository to Ana and your data warehouse to validate the schema and perform governed analysis.

Can I use this ontology to analyze core-banking and transaction data?▼

Yes, you can use this ontology to analyze core-banking and transaction data. It provides predefined entities like customers, accounts, and loans specifically for governed financial data analysis.

Does this financial services ontology handle PII and PCI compliance?▼

Yes, this financial services ontology handles PII and PCI compliance. It includes built-in governance features to ensure compliance with PII, PCI, and other financial regulations during data analysis.

What's the best way to calculate a 30-day delinquency rate using governed metrics?▼

The best way to calculate a 30-day delinquency rate is by validating the ontology against your schema, then asking Ana to query the predefined delinquency metrics for dollar-weighted quarterly rates.

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