「financial-services」の検索結果

Comprehensive A-share sector and industry landscape reports — market size, competitive positioning, policy environment, key A-share players, trading multiples, and thematic trends. Adapted from the original sector-overview skill for Chinese market structure and terminology. Triggers on "A股行业分析", "行业研究", "板块分析", "sector overview China", "A-share sector deep dive", "白酒/半导体/新能源 行业分析", or "[industry] landscape China".

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。

Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting standards (CAS), Chinese GAAP differences, and AkShare-sourced financials. Use instead of the original 3-statement-model skill when building integrated IS/BS/CF models for Chinese listed companies.

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。

DCF valuation model for A-share stocks using Chinese financial data. Uses AkShare MCP for financial statements, WACC inputs (risk-free rate from China government bond yields), and growth projections. Use instead of the original dcf-model skill for Chinese equities.

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。

Chinese KYC (Know Your Customer) and AML (Anti-Money Laundering) rules for financial services. Adapts the original kyc-rules skill for Chinese regulatory requirements and domestic compliance. Triggers on "A股KYC规则", "中国反洗钱", "AML rules China", "KYC compliance China", "反洗钱规定", or "KYC requirements".

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。

Parse and extract data from Chinese identity documents for KYC (Know Your Customer) compliance. Adapts the original kyc-doc-parse skill for Chinese ID cards, business licenses, and domestic compliance requirements. Triggers on "A股KYC", "身份文件解析", "parse Chinese ID", "KYC document", "客户身份识别", or "extract [document type]".

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。

Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapted from the original strip-profile skill for Chinese companies, A-share market data, and Chinese business terminology. Triggers on "A股公司简介", "公司概况", "strip profile China", "one-pager A-share", or "target profile for [company]".

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。

Draft process letters and bid instructions for A-share sell-side M&A processes. Covers indication of interest (IOI) instructions, final bid procedures, and management meeting logistics adapted for Chinese market conventions. Triggers on "A股流程函", "投标函", "process letter China", "bid instructions A-share", or "IOI instructions [company]".

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。

Accretion/dilution and merger consequences analysis for A-share M&A transactions. Adapted from the original merger-model skill for Chinese GAAP, CAS accounting, and China market transaction structures. Triggers on "A股并购分析", "并购模型", "accretion dilution China", "merger model A-share", or "M&A consequences [company]".

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 A-share sell-side M&A and deal pipeline with milestones, deadlines, and action items. Adapted from the original deal-tracker skill for Chinese market deal processes. Triggers on "A股交易跟踪", "并购进度", "deal tracker China", "M&A pipeline A-share", or "track progress on [deal]".

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 when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no namespace) object structures, household relationship modeling, financial account ownership, and the FSC rollup framework. Trigger keywords: FSC data model, FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountParty, FinServ namespace, household rollup, AssetsAndLiabilities, FinancialGoal, LifeEvent, AccountContactRelation FSC. NOT for setting up financial accounts and roles in Setup — use admin/financial-account-setup. NOT for household membership and rollup scheduling — use admin/household-model-configuration.

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。

Financial services advisory skill for consulting engagements. Use when preparing research briefs on banking, insurance, capital markets, or wealth management, building performance benchmarking frameworks, regulatory impact assessments, or stakeholder materials for CFOs, CROs, and technology leaders.

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 gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

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 configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.

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 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.

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, 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.

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 when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for household group setup and rollup scheduling — use admin/household-model-configuration. NOT for the FinServ object graph and SOQL — use data/fsc-data-model.

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 creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-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 configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use admin/fsc-action-plans.

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.

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 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。

Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup, FSC sharing model, isolate banking teams, participant roles. NOT for participant record DML from Apex — use apex/fsc-compliant-sharing-api. NOT for the FSC sharing design decision — use architect/fsc-architecture-patterns.

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。

投行 strategic-alternatives pitch book — trading comps / precedent transactions / valuation football field / DCF sensitivity / 战略选项矩阵 / 流程建议。改写 assets/template.html 保留 IB-specific chrome / disclosure bands / source labels。用于 Board / sell-side 讨论材料。**不是** VC 融资 deck。工作流改自 Anthropic financial-services Pitch Agent (Apache-2.0)。

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。