finserv-ontology-starter
OfficialPrebuilt financial services ontology for fast, governed data analysis.
AuthorTextQLLabs
Version1.0.0
Installs0
System Documentation
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?'.
Dependency Matrix
Required Modules
Ana
Components
scriptsreferencesassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: finserv-ontology-starter Download link: https://github.com/TextQLLabs/ontology-starter-kits/archive/main.zip#finserv-ontology-starter Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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