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customize

Update an existing regulatory practice profile through guided, one-at-a-time changes. Adjust watched regulators, significance thresholds, policy references, feeds, or workflows while reviewing how each change affects related tasks and shared company settings.

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原文查看原文说明

Guided customization of your regulatory practice profile — change one thing without re-running the whole cold-start interview. Adjust watched regulators, policy library index, materiality threshold, gap response process, feed configuration, or matter workspace paths. Use when the user says "change my [thing]", "add a regulator", "update my watchlist", "edit my threshold", or "customize".

查看安装方法

适用场景

  • Adding a regulator to the watchlist
  • Adjusting thresholds for regulatory updates
  • Updating internal policy references and owners
  • Changing feed settings or workspace paths

包含的文件(1)

  • SKILL.md4.7 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

/customize

When this runs

The user typed /regulatory-legal:customize. They want to change something in their regulatory profile — a watched regulator, a materiality threshold, a feed source — without re-running the whole cold-start interview and without hand-editing YAML.

What to do

  1. Read the config. Read ~/.claude/plugins/config/claude-for-legal/regulatory-legal/CLAUDE.md (and ~/.claude/plugins/config/claude-for-legal/company-profile.md one level up). If the plugin config does not exist or still contains [PLACEHOLDER] values, say:

    You haven't run setup yet. Run /regulatory-legal:cold-start-interview first — customize is for adjusting a profile you already have.

  2. Show the customizable map. List what's in the profile, grouped, with a one-line summary of the current value:

    • Company / who you are — name, industry, jurisdictions, stage, practice setting (shared across all 12 plugins — changes flow through company-profile.md)
    • Regulators we watch — agencies / bodies / SROs / state regulators in scope, and which are "leading" (most likely to drive policy impact) vs. "monitor"
    • Policy library — the internal policies the library indexes, path to each, owner per policy
    • Materiality threshold — when a regulatory change rises to "notable" vs. "report" vs. "digest only"; how this threshold filters /reg-feed-watcher output
    • Gap response process — who triages, SLA per severity, downstream owners (policy, product, training)
    • Feed configuration — regulator feeds, paid feed connectors, cadence of the /reg-feed-watcher sweep, digest channel
    • People — regulatory counsel, policy owners, comment drafter, escalation chain
    • Workflow — matter workspaces, open gaps tracker, comment deadline tracker, digest publication cadence
    • Integrations — regulatory feeds / Slack / document storage status, fallbacks
  3. Ask what they want to change.

    What would you like to adjust? Pick a section, or describe the change in your own words.

  4. Make the change. Show the current value, ask for the new value, explain what changes downstream, confirm, write it to the config.

    Examples:

    • Adding a regulator to the watchlist: "/reg-feed-watcher will sweep this regulator on its next run. /policy-diff will accept inputs from this regulator's rulemaking feed."
    • Tightening materiality threshold: "/reg-feed-watcher digest will be shorter — items below the new threshold will drop from the weekly digest but stay searchable."
    • New policy added to the library: "/policy-diff will include this policy when matching new rules against the library. The comment tracker will tag comments affecting this policy."
  5. For shared-profile changes (company name, industry, jurisdictions, practice setting, stage): write to ~/.claude/plugins/config/claude-for-legal/company-profile.md and note:

    This change affects all 12 plugins — any plugin that reads your jurisdiction footprint now sees [new value].

  6. Close.

    Done. Your next output will reflect the change. Anything else? You can run /regulatory-legal:customize anytime.

Guardrails

  • Never delete a section. If the user wants to "drop" a regulator, offer to mark it [Monitor only] and explain that monitoring keeps the feed in the archive but pulls it out of the active digest.
  • Flag internal inconsistency. If the change would make the profile inconsistent (e.g., regulator in scope + no jurisdiction in the footprint that the regulator covers; or "weekly digest" + materiality threshold that yields fewer than one item a quarter), flag the tension.
  • Flag guardrail degradation. [verify] tags on cited regulations, source attribution on feed pulls, and the [review] flag on gap triage are load-bearing — do not remove. Materiality threshold can be adjusted, but lowering it below the point where the digest becomes noise is the point — warn if that's the direction.
  • One change at a time. Don't re-ask the whole interview.

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