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opportunityiq-mvp-scanner

Match client records against MVP scenarios to rank revenue opportunities.

Updated Aug 27, 2026
Search Tags:#reporting#scoring#opportunity#opportunityiq#scenario-matching#financial-advisor
One-click install
npx skills add https://github.com/Generative-Bricks/claude-code-agent --skill opportunityiq-mvp-scanner
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: opportunityiq-mvp-scanner
Source: https://github.com/Generative-Bricks/claude-code-agent/tree/main/docs/ideas/opportunityiq-mvp-scanner
Command: npx skills add https://github.com/Generative-Bricks/claude-code-agent --skill opportunityiq-mvp-scanner

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

Scans client data against predefined revenue opportunity scenarios to identify and rank top sales opportunities for financial advisors.

Core Features & Use Cases

  • Matches client data (demographics, holdings, accounts) against MVP scenarios (FIA Surrender End, Cash Drag, Concentrated Position) to surface revenue opportunities.
  • Calculates revenue potential and produces prioritized opportunity reports for outreach planning.
  • Supports deterministic workflow with error handling and guidance for next steps.

Quick Start

Load your client data (Client_Master, Products, Holdings) and run OpportunityIQ MVP Scanner to generate a ranked opportunities report.

Frequently Asked Questions about opportunityiq-mvp-scanner

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

FAQPage Schema
How do I identify and rank client revenue opportunities from financial data?▼

To identify revenue opportunities, match client records against predefined MVP scenarios like FIA Surrender End or Cash Drag to estimate potential revenue. This produces a ranked list of opportunities with client details, scenario type, and recommended actions.

What client data do I need to run opportunity scoring for financial advisors?▼

Opportunity scoring requires multi-source client data including Client Master, Products, and Holdings records. The scanner applies deterministic matching rules against these datasets to surface prioritized opportunities with estimated revenue potential.

How does scenario matching work for sales opportunity reporting?▼

Scenario matching applies deterministic rules to compare client demographics and holdings against predefined MVP scenarios. It calculates revenue potential and produces an error-handled report ranking top sales opportunities for outreach planning.

Can I customize MVP scenarios for different client portfolio conditions?▼

MVP scenarios such as FIA Surrender End, Cash Drag, and Concentrated Position are predefined to match specific portfolio conditions. The scanner uses these deterministic definitions to validate client records and generate recommended actions.

What is the best way to prioritize sales outreach using client portfolio data?▼

Prioritize sales outreach by scanning client portfolios against predefined revenue scenarios to estimate potential returns. The generated ranked opportunities report provides client details and scenario types to guide your next steps.

Does the opportunity scanner validate data schemas before generating the ranked report?▼

The opportunity scanner defines data schemas and applies error handling during scenario matching. It validates multi-source client data before producing the final ranked list of revenue opportunities and recommended actions.

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