pre-visit-plan

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.”