wealth-asset-ontology-starter
OfficialPrebuilt, governed wealth & asset-management ontology to adapt instead of building from scratch.
AuthorTextQLLabs
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill solves the problem of manually creating and maintaining a wealth and asset management ontology from scratch, by providing a pre-built, governed ontology that can be adapted to a specific customer's needs.
Core Features & Use Cases
- Pre-built Ontology: Provides a complete set of entity vocabulary, governed metric definitions, classification crosswalks, and governance rules for wealth and asset management data.
- Adaptability: Allows users to adapt the ontology to their specific data and requirements, ensuring a fit-for-purpose solution.
- Use Case: For a wealth manager or asset manager with portfolio/custody data, this Skill provides a ready-to-use ontology that can be connected to their data source and adapted to their specific needs.
Quick Start
Connect this repo to Ana via the Git connector, then connect the customer's warehouse and validate the ontology before using it to ask governed questions about the data.
Dependency Matrix
Required Modules
Ana
Components
ontologyreferencesdatabasesvalidation
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: wealth-asset-ontology-starter Download link: https://github.com/TextQLLabs/ontology-starter-kits/archive/main.zip#wealth-asset-ontology-starter Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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