What problem does it solve? Bank customers frequently ask what products they hold, what conditions apply to their accounts, which new products might suit them, and where their nearest branch is. This Skill grounds those answers in the product catalogue, product conditions documents, and the branch directory instead of relying on generic responses. ## Core Features & Use Cases - Holdings Lookup: Uses product data MCP tools (list_holdings, get_product) to show what products a customer holds and their catalogue definitions. - Conditions & Product Discovery: Explains interest rates, fees, minimum deposits, and notice periods from financial product knowledge files, citing file and numbered section (e.g. "savings-products.md §1.2.2.1"), and surfaces suitable alternatives with a two or three product comparison. - Branch Information: Answers branch location, opening hours, and services questions from the branch directory grounding (bank-south.md) with numbered section citations. - Use Case: A customer asks "What savings options do you offer and how do they compare?" The Skill retrieves catalogue data, explains conditions with citations, and returns a short comparison of two or three products. ## Quick Start Ask the customer support agent what products you hold and to compare the available savings accounts with their interest rates and fees.
