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pre-visit-plan

Generate structured pre-visit planning reports from customer360 data and risk signals.

580|66|Updated Apr 21, 2025
Search Tags:#objective setting#generate#risk compliance#visit planning#customer 360#report template#data de-identification
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill pre-visit-plan
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pre-visit-plan
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/corporate-banker/pre-visit-plan
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill pre-visit-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill turns scattered customer information into a structured, compliance-aware customer-manager pre-visit planning report with clear objectives, prepared materials, and risk-first guidance.

Core Features & Use Cases

  • Client-ready report generation: Builds a complete pre-visit planning report (customer basics review, recent dynamics, visit goals, materials checklist, communication strategy).
  • Risk-first compliance controls: Performs risk-warning integration and enforces “no skipping steps” workflow plus R1–R3 red lines (no privacy leakage, no risk hiding, no false marketing).
  • Degradation when data is missing: Continues with explicit “data missing” notes when risk, history, industry, or customer360 data are unavailable.

Quick Start

Tell the AI: “Generate a pre-visit planning report for customer XX (visit date: YYYY-MM-DD, purpose: 续贷跟进) with any special concerns I provide, using the available customer 360 and risk signals, and output the final report in the standard template.”

Frequently Asked Questions about pre-visit-plan

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

FAQPage Schema
How do I generate a compliant pre-visit planning report for corporate banking clients?▼

Generate a pre-visit planning report by synthesizing customer 360 data, document history, and risk signals into a structured output with demarcated objectives, risk-first placement, and validation requirements.

What is the best way to prepare for a corporate banking risk inspection visit?▼

The best way to prepare for a risk inspection visit is to synthesize risk signals and customer 360 data into a compliance-guarded pre-visit plan that enforces R1-R3 red lines and prevents risk hiding.

Can I create a visit-prep plan if my customer 360 data or risk signals are missing?▼

Yes, you can create a visit-prep plan with missing data because the system continues generation with explicit degradation notes, clearly marking unavailable risk, history, or industry data.

What visit scenarios are supported when generating a customer manager visit plan?▼

Supported visit scenarios for generating a visit plan include first visits, regular maintenance, renewal follow-ups, and risk inspections, with explicit handling of data gaps and defined visit types.

How does the pre-visit plan workflow ensure data de-identification and compliance?▼

The pre-visit plan workflow ensures compliance by enforcing no skipping steps, applying R1-R3 red lines for no privacy leakage, and producing an auditable, data de-identified report template output.

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