jy-customer-requirement-analysis
OfficialTurn customer input into a compliant investment demand report
Finance & Accounting#compliance reporting#fund data#macro analysis#investment advisory#risk disclosure#customer requirement analysis#portfolio matching
AuthorSimplified-Reasoning
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Helps investment advisors translate messy customer communication into a structured, standardized investment demand analysis report, reducing missing requirements and inconsistent deliverables.
Core Features & Use Cases
- Seven-step standardized analysis report: Produces a report covering customer needs, macro environment adjustment, feasibility assessment, solution recommendations, product pool matching, rebalancing/follow-up, and latent demand phrasing.
- Market data–driven product matching: Uses 恒生聚源 (JY) MCP tools/APIs to query macro data, research viewpoints, and real-time fund details for matching and checks.
- Compliance-oriented output rules: Enforces rules like no fabricated data, explicit labeling of data source/query date, risk disclosure, and disclaimer-ready reporting.
Quick Start
Provide the customer’s communication materials and ask the agent to generate the “seven-step standardized investment demand analysis report” with real-time market data queries.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
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Please help me install this Skill: Name: jy-customer-requirement-analysis Download link: https://github.com/Simplified-Reasoning/Pi-Bench/archive/main.zip#jy-customer-requirement-analysis Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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