System Documentation

What problem does it solve?

Manually coordinating disjointed audit checks, tracking fix cycles, and validating financial models against rigorous professional standards is time-consuming and error-prone, often leading to undetected flaws that fail client delivery or regulatory review.

Core Features & Use Cases

  • Full Audit Suite Orchestration: Runs 15+ specialist audit agents (sentry, logic, stylist, etc.) in the correct dependency order to catch technical errors, formula flaws, formatting issues, and structural weaknesses in Excel financial models.
  • Fix-and-Retest Loop Management: Automatically classifies findings by severity, routes fixes to the correct phase (Build, Design, Scope), tracks fix status across retest cycles, and escalates systemic issues after 4+ failed loops.
  • Formal Quality Sign-Off: Produces standardized test reports with CRaFT compliance checks, fix history, and clear pass/fail or conditional pass verdicts aligned with SumProduct best practices.
  • Use Case: A financial modeler building a 3-statement M&A model can use this skill to run the full quality gate after the build phase, eliminating hours of manual audit coordination and ensuring the model meets all delivery standards.

Quick Start

Use the fm-5-test skill to run a complete audit and fix loop on your finished 'Q3 M&A Model.xlsx' file and receive a formal pass/fail test report.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: fm-5-test
Download link: https://github.com/Sampi314/Sam-Plugin-Marketplace/archive/main.zip#fm-5-test

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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