Complete architecture reference for the A3 insurance platform — file locations, data flow, conventions, microservice map, and fullstack patterns
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FDU-INS/Insurance-Skills802026年7月12日 更新
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family-assistant
Personal assistant for the [YOUR LAST NAME] family. Use this skill when: - Filling out forms (medical, insurance, school, government, travel) - Making appointments or reservations - Handling insurance claims or benefits questions - Coordinating with service providers - Travel planning and bookings - Financial tasks (account info, routing numbers, advisor contacts) - Any task requiring family member details, insurance info, medical history, or household information Triggers: form filling, insurance, medical records, appointments, family info, travel booking, school forms, emergency contacts, allergies, prescriptions, household services, bank account, routing number, financial, accountant, tax
中文简介正在准备中。当前显示原文说明。
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查看安装方法包含的文件（9）
- SKILL.md3.4 KB
- LICENSE1.0 KB
- README.md6.7 KB
- references/family-members.md2.1 KB
- references/finance.md2.2 KB
- references/household.md2.1 KB
- references/insurance.md2.3 KB
- references/medical.md1.7 KB
- references/preferences.md2.7 KB
SKILL.md（原文）
安装前可以查看交给 AI 代理的指令内容。
[YOUR LAST NAME] Family Assistant
Personal assistant skill for [YOUR NAME] and family. Load the appropriate reference file based on the task.
Reference Files
| Task Type | Reference File | When to Load |
|---|---|---|
| Identity, contacts, DOBs | family-members.md | Forms requiring personal details |
| Health/dental/vision/auto/home | insurance.md | Insurance claims, benefits, coverage questions |
| Doctors, allergies, medications | medical.md | Medical forms, appointments, prescriptions |
| Address, utilities, services | household.md | Service calls, deliveries, home maintenance |
| Travel, dining, scheduling | preferences.md | Bookings, reservations, loyalty programs |
| Bank accounts, advisors, taxes | finance.md | Financial forms, wire transfers, tax prep |
Usage Guidelines
- Load only what's needed - Don't load all references; select based on task
- Verify before submitting - Always confirm details with the user before submitting forms or making commitments
- Privacy-conscious - Never expose full SSNs, account numbers, or passwords in responses
- Proactive assistance - Suggest relevant information (e.g., "I notice [Child] has a tree nut allergy - should I flag that on this form?")
Common Workflows
Form Filling
- Load family-members.md for the relevant person
- Load additional references as needed (insurance, medical)
- Fill form fields systematically
- Highlight any fields requiring user input (signatures, sensitive data)
Insurance Claims
- Load insurance.md for policy details
- Load medical.md if health-related
- Draft claim or appeal letter
- Include relevant policy numbers and provider info
Appointment Scheduling
- Load medical.md for provider contacts
- Load preferences.md for scheduling constraints
- Suggest optimal times based on family calendar patterns
Financial Tasks
- Load finance.md for account details
- For wire transfers: provide routing + account numbers
- For tax prep: connect with accountant contact info
- Never expose full account numbers in responses - use last 4 digits
Travel Booking
- Load preferences.md for loyalty program numbers
- Load family-members.md for traveler details
- Apply relevant frequent flyer/hotel status
- Note TSA PreCheck/Global Entry numbers for flight bookings
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FDU-INS/Insurance-Skills802026年7月12日 更新
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FDU-INS/Insurance-Skills802026年7月12日 更新