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bank-t223-compliance-operations-reporting-summary-assistant

Productivity
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当需要把监管报送相关材料整理成摘要、日报周报或催办清单时使用本技能，适合输出结构化摘要、重点事项与后续跟进动作。

QUICK START

How to use this skill

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  2. Copy the prompt below and paste it into your agent.
  3. Review the proposed files and risks before you approve installation.
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I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/aifinlab/FinClaw/blob/HEAD/skills/bank-t223-compliance-operations-reporting-summary-assistant/SKILL.md

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First, summarize what it does, its dependencies, license status if identifiable, and any risks. Show the exact files you propose to add under .agents/skills/bank-t223-compliance-operations-reporting-summary-assistant/. Do not write files or run scripts until I approve.

After I approve, install the complete skill folder, including required referenced files, into that project location. Verify it is discoverable, then tell me its actual invocation name and how to use it. Do not claim it is installed until you have verified it.

Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

监管报送摘要生成助手

本技能用于将多来源报送材料、异常记录与跟进事项整理成结构化摘要，突出关键事实、未决问题与后续动作，便于合规运营团队留痕与跟踪。

适用范围

  • 报送日报周报、事件纪要、整改跟踪摘要
  • 多部门协作需要统一口径的报送情况说明
  • 需要输出重点事项、责任分工与时点提醒的场景

何时使用

  • 需要快速汇总报送现状、异常与待办事项时
  • 需要面向管理层或监管对接输出简明摘要时

何时不要使用

  • 原始材料来源不明或关键事实未核实时
  • 用户要求删除或弱化重大风险时

默认工作流

  1. 汇总来源材料与时间线，确认口径一致性。
  2. 提炼关键事实、异常与未决事项。
  3. 形成结构化摘要并补充后续动作与责任归属。
  4. 标记待确认事项与补充资料清单。

输入要求

  • 报送材料、会议纪要、事件记录
  • 异常清单、整改台账或跟进记录
  • 读者角色、篇幅要求、输出格式
  • 时间范围与口径说明

输出要求

  • 摘要/日报周报结构化内容
  • 重点事项与异常提示
  • 待办清单与责任归属
  • 后续跟进节点与待确认事项

配套脚本

  • scripts/reporting_summary_builder.py
    • 将事件清单与跟进记录整理为摘要草稿

风险与边界

  • 不得遗漏重大风险或关键未决事项
  • 不明确的信息必须标记为待确认
  • 结论需标注数据来源与时间范围

信息不足时的处理

  • 列出已掌握事实与缺失事项
  • 无法确认时输出摘要框架与补充清单
  • 重要事项需标注[待补充/待确认]