Legal and compliance expertise for corporate governance, contract analysis, regulatory compliance (SOX, GDPR, HIPAA), risk assessment, intellectual property, and litigation management. Use when reviewing contracts, ensuring compliance, or managing legal risk.
Business strategy expertise for strategic planning, competitive analysis, market entry, M&A strategy, portfolio management, and strategic decision-making. Use when analyzing competitive positioning, planning growth strategies, or making strategic decisions.
Use this skill to query the internal corporate knowledge base via RAG. Trigger when the user asks about company policies, HR regulations, reimbursement rules, internal project specs, attendance systems, organizational procedures, or any proprietary enterprise knowledge. Do NOT use for general public knowledge or web searches.
画布/白板/图表操作——创建、查看、整理、删除画布。当用户提到画布、白板、图表、 流程图、思维导图、可视化布局、节点、头脑风暴、钉板，或者"我想画个图"、 "帮我可视化一下"、"做个流程图"、"加个方框"、"把 A 连到 B"、"加个备注"、 "draw a diagram"、"organize my ideas visually"、"make a chart of"等任何与 视觉化排布相关的意图时激活。
Learn how to create interactive 2D and 3D force graphs using Lit, a lightweight web component library, with this step-by-step tutorial.
Record timestamp for structured device log collection from physical iOS device (captures all processes including extensions)
Stripe, RevenueCat, subscription billing, webhooks, PCI compliance, and tax
Instructions for extending and revising agent documentation
Reverse Thinking - Information Completeness Assessment. Mandatory pre-planning checkpoint that blocks planning until prerequisites are verified. Use when receiving specs, PRDs, tickets, RFCs, architecture designs, or any multi-step engineering task. Integrates with CoVe-style planning pipelines. Invoke BEFORE creating plans, delegating to agents, or defining acceptance criteria.
Contract review, redlining, and negotiation support with clause analysis, risk identification, and markup templates. Use when reviewing contracts, identifying unfavorable terms, suggesting amendments, or preparing negotiation positions.
Growth Strategist Specialist. Use this for analytics, growth loops, and retention strategies.
Guide the design and implementation of order lifecycle management in trading systems. Use when building an order state machine for an OMS or EMS, implementing or debugging FIX protocol connectivity to exchanges, handling cancel/replace race conditions, defining pre-submission validation rules (buying power, position limits, restricted lists), selecting order types and time-in-force instructions, designing multi-leg or OCO or bracket orders, building CAT-compliant audit trails, troubleshooting order rejections or unexpected state transitions, hardening an OMS against edge cases, or implementing order persistence and recovery for failover. Also covers FIX message flows, ClOrdID chaining, and partial fill aggregation.
Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timeline issues, setting up non-ACAT transfers like mutual fund direct transfers or DTC free deliveries, processing internal journal entries to move assets between accounts, handling retirement account rollovers or Roth conversions with proper tax reporting, managing estate transfers with cost basis step-up and date-of-death valuations, reconciling assets after transfer completion including residual credits and fractional shares, coordinating multi-account household transfers across different account types, or building transfer tracking dashboards and client communication workflows.
Design and operate reconciliation processes that ensure data accuracy across portfolio management custodian and clearing systems. Use when building or evaluating a daily position cash or transaction reconciliation process, investigating discrepancies between internal systems and custodian records, diagnosing recurring break patterns especially from corporate actions or pricing differences, setting tolerance thresholds for position cash or market value matching, implementing three-way reconciliation across advisor system custodian and clearing firm, designing break investigation workflows with aging and escalation, normalizing data across multi-custodian feeds from Schwab Fidelity or Pershing, reconciling cost basis tax lots or accrued income across systems, evaluating reconciliation platforms like Arcesium Duco or Advent Geneva, or preparing for regulatory examinations on books and records accuracy.
Guide the design and maintenance of recordkeeping programs under SEC Rules 17a-3, 17a-4, and 204-2. Use when the user asks about document retention schedules, how long to keep trade records or customer complaints, WORM storage requirements, email or text message archiving, social media capture, BYOD compliance policies, or electronic storage audit trails. Also trigger when users mention 'we got an exam request for records', 'migrating to a new archiving vendor', 'blotter retention', 'order ticket requirements', 'off-channel communications', 'WhatsApp archiving', or ask how long specific records must be kept.
Identify and prevent sales practice violations under FINRA and SEC rules governing broker-dealer conduct. Use when the user asks about churning or excessive trading metrics, mutual fund breakpoint discounts, selling away or private securities transactions, outside business activities, unauthorized trading, supervisory procedure design, senior investor protections, trusted contact persons, variable annuity suitability, or options account approval. Also trigger when users mention 'turnover ratio is high', 'rep did trades without authorization', 'breakpoint abuse', 'trusted contact for elderly client', 'selling away from the firm', 'supervision failure', '1035 exchange review', 'marking the close', or ask whether a broker's conduct violates FINRA rules.
Guide BSA/AML compliance program design and operation for broker-dealers, banks, and investment advisers. Use when the user asks about suspicious activity reports, currency transaction reports, OFAC screening, structuring detection, or FinCEN requirements. Also trigger when users mention 'large cash deposit', 'sanctions check', 'money laundering red flags', 'customer risk rating', 'unusual transaction patterns', 'wire to a foreign country', 'SDN list', 'tipping off a client about a SAR', 'AML audit', 'correspondent account due diligence', or ask whether a transaction needs to be reported.
Guide the design and implementation of automated pre-trade compliance systems that validate orders before execution. Use when building a compliance rule engine for an RIA or broker-dealer, configuring hard blocks and soft blocks, maintaining restricted and watch lists including MNPI-driven restrictions, setting concentration limits at security/sector/issuer level, implementing position limits or short selling controls, enforcing wash sale detection or free-riding prevention or pattern day trader identification, applying client-specific ESG screens or legal constraints, designing compliance override workflows with authorization and documentation, backtesting compliance rules, or evaluating compliance check latency impact on execution quality.
Guide the understanding and management of trade settlement and clearing processes. Use when designing settlement workflows for T+1 compliance, understanding DTC/NSCC/FICC clearing infrastructure, analyzing continuous net settlement (CNS) netting obligations, setting up institutional trade processing (affirmation, confirmation, allocation, matching), investigating settlement fails and designing fail reduction programs, implementing buy-in procedures under Reg SHO Rule 204, assessing corporate action impact on pending settlements, evaluating DVP/RVP mechanics for institutional deliveries, handling when-issued or as-of trades, or managing settlement bank relationships and intraday liquidity. Also covers FX funding gaps for cross-border T+1 settlement.
Analyze broker-dealer recommendations under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Use when the user asks whether a recommendation satisfies Reg BI, what triggers the 'recommendation' standard, how to evaluate reasonably available alternatives, rollover recommendation compliance, dual-registrant capacity disclosure, share class or account type recommendations, or Reg BI examination preparation. Also trigger when users mention 'best interest standard for brokers', 'is this a Reg BI recommendation', 'care obligation documentation', 'sales contest elimination requirement', 'Form CRS delivery', or ask how Reg BI differs from suitability or fiduciary duty.
Verify claims in pitch decks and founder statements using multiple independent sources. Use when analyzing any claim about market size, traction, team background, or competitive positioning.
