「financial」の検索結果

Configure Salesforce Industries Insurance (Financial Services Cloud Insurance): permission set licenses, irreversible org settings, core insurance objects, coverage types, claim configuration, and OmniScript-based quoting via the Insurance Product Administration API. Trigger keywords: insurance setup, FSC Insurance, InsurancePolicy object, InsurancePolicyCoverage, policy quoting OmniScript, claim type configuration, InsProductService, Digital Insurance Platform, many-to-many policy, multiple producers. NOT for which FSC Insurance modules to license or how to architect claims and underwriting — use architect/insurance-cloud-architecture. NOT for generic OmniStudio setup, CPQ/Pricebook quoting or Health Cloud.

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Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC (Financial Services Cloud) households — use admin/household-model-configuration. NOT for bulk-loading constituents and households into NPSP — use data/constituent-data-migration.

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Use this skill when configuring or troubleshooting FSC Referral Management: setting up referral types via ReferralRecordTypeMapping custom metadata, routing referrals through Lead Assignment Rules keyed on the Expressed Interest picklist, tracking Referrer Score, and partner referral visibility in Experience Cloud. Trigger keywords: referral routing, FSC referral types, ReferralRecordTypeMapping, Expressed Interest picklist, partner referral Contact, Referrer Score Experience Cloud. NOT for clinical referrals in Health Cloud — use admin/referral-management-health. NOT for standard Lead capture and conversion outside FSC — use admin/lead-management-and-conversion.

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Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-configuration.

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Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration configuration, compliance data collection, audit trail setup, regulatory documentation workflow, Field Audit Trail configuration, Setup Audit Trail, Event Monitoring, Discovery Framework, FSC KYC objects, Identity Document setup, Party Identity Verification. NOT for security implementation, NOT for designing AML/KYC architecture (use architect/aml-kyc-process-architecture), NOT for configuring who can access deal or client data (use admin/compliant-data-sharing-setup).

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for configuring the Action Plan template itself — use admin/fsc-action-plans. NOT for OmniScript screen and branching requirements — use admin/omniscript-flow-design-requirements.

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ที่ปรึกษาวางแผนการเงินส่วนบุคคล — emergency fund, asset allocation, retirement, tax optimization, FIRE

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Generate complete board meeting packages — agenda, financial summary, KPI dashboard, risk register, and action item tracker.

日本語の概要は準備中です。原文の説明を表示しています。

Build a complete annual business report from raw data. Covers financial performance, operational metrics, strategic highlights, and forward-looking guidance.

日本語の概要は準備中です。原文の説明を表示しています。

Track every dollar, enforce budgets, spot spending patterns, and build wealth — all through natural conversation with your AI agent.

日本語の概要は準備中です。原文の説明を表示しています。

Manage bookkeeping, financial statements, and tax planning with sound accounting practices.

日本語の概要は準備中です。原文の説明を表示しています。

Calculate ROI for AI-as-a-Service (managed AI agents). Estimates cost savings, efficiency gains, and payback period for deploying AI agents across business operations. Use when evaluating whether managed AI agents make financial sense for a company.

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Researches state-specific charitable solicitation filing requirements keyed to gross revenue, producing a citation-backed state-by-state compliance matrix of audit thresholds, financial-statement tiers, filing fees, and due dates. Use when building charity compliance matrices, researching nonprofit filing thresholds, charitable solicitation registration renewals, comparing state audit requirements for 501(c)(3) organizations, or when the user mentions audit threshold, review threshold, compilation requirement, charity filing deadline, or multi-state nonprofit compliance.

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Prepares jurisdiction-specific charitable solicitation registration packages for U.S. nonprofits. Covers multi-state nexus analysis, exemption eligibility, URS filing strategy, financial disclosures, and professional fundraiser documentation. Use when a nonprofit plans fundraising campaigns, online donation drives, direct mail, telephone solicitation, or any cross-state charitable solicitation.

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Drafts a FRAP 26.1-compliant Certificate of Interested Persons identifying all parties, entities, and affiliates with financial or legal interests in a federal appeal. Adapts to circuit-specific local rules. Use when filing appeals, corporate disclosure statements, or conflict-of-interest certificates in U.S. Courts of Appeals.

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案件预算和持续的 WIP/偏差监控。在案件设立时构建分阶段费用估算，按法域或工作流运行自下而上预算，计算应急准备金，并构建 AFA 安排（固定费用、上限费用、分阶段固定费用）。持续监控：对照预算的 WIP 跟踪、比例性评估（支出与进度）、带根本原因分析的偏差评述、完成预测、变现率监控、核销分析。触发词：'build a budget'、'fee estimate'、'what will this cost'、'WIP review'、'budget vs actual'、'how are we tracking against budget'、'we're over budget'、'realisation is poor'、'what's our ETC'、'budget for the German workstream'、'model the financial impact of this scope change'、'draft a fee adjustment'、'write-off analysis'、'how much contingency'、'AFA structure'、'fixed fee estimate'、'budget update'、'forecast to complete'。

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Drafts a BSA/AML Risk Assessment for U.S. financial institutions per FinCEN, FFIEC, and OCC standards. Evaluates inherent risks (customer, product, geographic, transaction, third-party), control adequacy, and residual risk. Use when preparing annual BSA compliance assessments, post-acquisition integration reviews, or when business changes trigger reassessment under 31 U.S.C. § 5318(h).

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Drafts a Motion for Bail Reduction for criminal defense pretrial proceedings. Argues current bail is excessive under the Eighth Amendment using defendant financial circumstances, community ties, and flight-risk factors adapted to jurisdictional bail standards. Use when seeking bail modification, bail reduction, pretrial release, or excessive bail challenges.

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Drafts a mathematically balanced ALTA Settlement Statement for U.S. real estate closings, allocating debits and credits between buyer and seller with prorations, payoffs, lender fees, title charges, and transfer taxes. Enforces balance verification (seller credits minus debits equals cash to seller; buyer debits minus credits equals cash from buyer) and cross-references title commitment, loan documents, and purchase agreement. Use when preparing closing financials, settlement statements, HUD-equivalent documents, or real estate closing allocations.

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Drafts franchise advertising fund contribution agreements or addenda governing franchisee obligations to a centralized marketing fund. Trigger when drafting ad fund agreements, marketing fund addenda, or franchise contribution agreements involving fund administration, contribution calculations, or financial reporting.

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AI compliance analysis for EU AI Act, ISO 42001, NIST AI RMF, GDPR, OECD, financial services regulations (SEC, FCA, FINRA, DORA, MiFID II), and other frameworks. Use when asked to generate a compliance checklist for an AI tool or use case, determine if a risk assessment is required, score an AI tool's risk level, identify where an AI tool or use case could run afoul of regulatory requirements, perform a gap analysis, recommend remediation steps, assess a vendor, draft an acceptable use policy, map training requirements, or review jurisdiction-specific AI rules. Triggers on phrases like "compliance checklist", "risk assessment", "risk score", "does this comply", "EU AI Act", "ISO 42001", "NIST AI RMF", "AI governance", "gap analysis", "vendor assessment", "acceptable use policy", "MNPI", "AI training requirements", or any request to evaluate an AI tool or use case for regulatory compliance or risk.

日本語の概要は準備中です。原文の説明を表示しています。

Review approved Grafana business-intelligence evidence for revenue, conversion, and operational KPIs. Use for bounded KPI scorecards, financial or operational metric checks, baseline comparisons, and business-unit reviews without changing source systems.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill for ANY of the following — do not skip it even if the query seems simple: strategic decisions, business analysis, thesis building, complex problem solving, geopolitical analysis (non-market), philosophical reasoning, academic research, system design, decision under uncertainty, long-form thinking, or any question that benefits from First Principle deconstruction and multi-agent reasoning. ALWAYS use this skill when the user asks about: why something works the way it does, whether a decision is correct, how to think about a complex problem, what could go wrong, analyzing a situation from multiple angles, or any "should I..." question involving real-world trade-offs. This is NOT a market/trading skill — for financial markets, BTC, gold, stocks, forex, macro economics, use money-atlas-intelligence-os instead.

日本語の概要は準備中です。原文の説明を表示しています。

Obtain official Italian documents through Openapi - chamber of commerce reports (visure camerali), financial statements/balance sheets, company files (fascicoli), bylaws, DURC, protest reports. Use when the user needs an official PDF document about an Italian company or person.

日本語の概要は準備中です。原文の説明を表示しています。