business-analysis-summary
- Repo stars 179
- Author updated Live
- Author repo FinClaw
- Domain
- Other
- Compatible agents
-
- Claude Code
- Cursor
- Cline
- Codex
- Windsurf
- Gemini CLI
- +20
- Trust score
- 88 / 100 · community maintained
- Author / version / license
- @aifinlab · no license declared
- Token usage
- Lean
- Setup complexity
- Plug-and-play
- External API key
- Not required
- Operating systems
- Unspecified (assume cross-platform)
- Runtime requirements
- No special requirements
- Permissions
-
- Read-only
- Write / modify
- Network behavior
- Local-only
- Install commands
- 26 variants
Profile is derived at build time from SKILL.md and install vectors. Subject to drift from author intent.
Heads up: 未限定 allowed-tools,默认拥有全部工具权限。
---
name: business-analysis-summary
description: 银行各条线、各维度的经营分析结果分散在不同报表和分析输出中,管理层需要一份结构清晰、结论先行的综合摘要。传统做法依赖人工汇总编写,耗时且容易遗漏关键信息或重点不突出。本技能将上游各分析技能的输…
category: other
runtime: no special runtime
---
# business-analysis-summary output preview
## PART A: Task fit
- Use case: 银行各条线、各维度的经营分析结果分散在不同报表和分析输出中,管理层需要一份结构清晰、结论先行的综合摘要。传统做法依赖人工汇总编写,耗时且容易遗漏关键信息或重点不突出。本技能将上游各分析技能的输出整合为标准化的经营分析摘要,确保关键结论前置、数据支撑充分、风险提示明确。 | 输入项 | 说明 | 是否必须 | |--------|------|----------| runs entirely locally. Works with Claude Code, Cursor, Cline and 23 more..
- Inputs: target material, constraints, expected output, and acceptance criteria.
- Evidence boundary: follow “1. 业务问题 / 2. 适用场景 / 3. 输入” and do not present inference as author intent.
## PART B: Execution result
- **01** The card summarizes the use case; runtime output centers on “银行各条线、各维度的经营分析结果分散在不同报表和分析输出中,管理层需要一份结构清晰、结论先行的综合摘要。传统做法依赖人工汇总编写,耗时且容易遗漏关键信息或重点不突出。本技能将上游各分析技能的输出整合为标准化的经营分析摘要,确保关键结论前置、数据支撑充分、风险提示明确。 | 输入项 | 说明 | 是否必须 | |--------|------|----------| runs entirely locally. Works with Claude Code, Cursor, Cline and 23 more.”.
- **02** When the source has headings, the agent prioritizes “1. 业务问题 / 2. 适用场景 / 3. 输入” so the result follows the author’s structure.
- **03** Typical output includes task judgment, concrete steps, required commands or file edits, validation, and follow-up options.
- **04** Risk context follows the fingerprint: read files, write/modify files; mostly runs locally; usually needs no extra API key.
## Running Rules
- read files, write/modify files; mostly runs locally; usually needs no extra API key.
- Validate with a small sample before expanding scope.
- Return the result, validation criteria, and next iteration options. The source does not require a stable slash command. After installation, invoke the skill by name and describe the task.
Name target files or source material, expected output, forbidden changes, and whether network or shell access is allowed. Permission fingerprint: read files, write/modify files.
Start with a small task and check whether the result follows “1. 业务问题 / 2. 适用场景 / 3. 输入”. Inspect diffs, logs, previews, or tests before expanding scope.
Confirm the final output includes a concrete result, evidence, and next action. If it stays generic, tighten inputs, boundaries, and acceptance criteria.
---
name: business-analysis-summary
description: 银行各条线、各维度的经营分析结果分散在不同报表和分析输出中,管理层需要一份结构清晰、结论先行的综合摘要。传统做法依赖人工汇总编写,耗时且容易遗漏关键信息或重点不突出。本技能将上游各分析技能的输…
category: other
source: aifinlab/FinClaw
---
# business-analysis-summary
## When to use
- 银行各条线、各维度的经营分析结果分散在不同报表和分析输出中,管理层需要一份结构清晰、结论先行的综合摘要。传统做法依赖人工汇总编写,耗时且容易遗漏关键信息或重点不突出。本技能将上游各分析技能的输出整合为标准化的经营分析摘要,确保关键结论前…
- Use it when the task has clear inputs, repeatable steps, and validation criteria.
## What to provide
- Target material, scope, expected result, and forbidden changes.
- Whether network, commands, file writes, or external services are allowed.
## Execution rules
- Organize steps around “1. 业务问题 / 2. 适用场景 / 3. 输入” and keep inference separate from source facts.
- read files, write/modify files; mostly runs locally; usually needs no extra API key.
- Validate with a small sample before expanding the task.
## Output requirements
- Return the deliverable, key evidence, validation method, and next action.
- Mark missing information as unknown; do not invent commands, platforms, or dependencies. The author source anchors workflow facts; repository files anchor sources and commands; Fluxly only adds fit, limitations, and quality judgment.
skill "business-analysis-summary" {
input -> user goal + target files + boundaries + acceptance criteria
context -> 1. 业务问题 / 2. 适用场景 / 3. 输入
rules -> SKILL.md triggers / order / output contract
runtime -> no special runtime | read files, write/modify files | mostly runs locally
guardrails -> usually needs no extra API key + small-sample validation + diff/log review
output -> copyable result + checklist + next iteration
} 经营分析摘要生成助手
1. 业务问题
银行各条线、各维度的经营分析结果分散在不同报表和分析输出中,管理层需要一份结构清晰、结论先行的综合摘要。传统做法依赖人工汇总编写,耗时且容易遗漏关键信息或重点不突出。本技能将上游各分析技能的输出整合为标准化的经营分析摘要,确保关键结论前置、数据支撑充分、风险提示明确。
2. 适用场景
- 季度/月度经营分析会汇报材料编制
- 行长办公会经营概况简报生成
- 监管报送前的经营情况自查摘要
- 董事会经营报告的核心摘要起草
- 专项经营分析(如存款专题、贷款专题)的结论汇总
- 跨条线经营数据的综合比对摘要
3. 输入
| 输入项 | 说明 | 是否必须 |
|---|---|---|
| 分析结果集 | 上游各技能输出的分析结论和数据(归因、对标、结构等) | 必须 |
| 摘要类型 | 综合摘要/专项摘要/简报 | 可选,默认综合摘要 |
| 报告期间 | 摘要覆盖的时间范围 | 必须 |
| 受众层级 | 高管层/中层/条线负责人 | 可选,默认高管层 |
| 重点关注项 | 管理层特别关注的指标或领域 | 可选 |
4. 输出
- 核心结论:3-5 条关键经营结论(结论先行,每条配数据支撑)
- 经营概况总览:主要经营指标的期末值、变动情况一览表
- 亮点与不足:经营亮点(正向驱动)和需关注事项(负向因素)分列
- 风险提示:需要管理层关注的潜在风险点
- 数据缺失说明:未获取或待核实的数据项清单
- 建议关注方向:基于分析结果提出的后续关注建议(仅供参考)
5. 默认分析维度
- 规模维度:总资产、存款、贷款等规模指标变动
- 效益维度:利润、净息差、成本收入比等效益指标
- 质量维度:不良率、拨备覆盖率、逾期率等资产质量指标
- 结构维度:业务结构、客群结构、期限结构的优化或恶化
- 机构维度:各分支机构的经营表现差异
- 同业维度:与可比同业的对标差距(如有数据)
6. 默认分析框架
- 汇集上游输出:整合归因分析、网点对标、存款归因、贷款结构等各技能结论
- 提炼核心结论:从各维度结果中提取最重要的 3-5 条结论
- 构建总览表格:编制主要经营指标一览表(期末值、变动额、变动率)
- 分类归纳:将各项发现归类为"亮点"和"需关注事项"
- 风险提示整理:汇总各分析中标注的风险点和异常项
- 一致性校验:检查各上游结论之间是否存在矛盾或口径差异
- 生成摘要文本:按受众层级调整详略程度,结论先行、层次清晰
- 标注不确定项:将数据缺失和口径存疑项集中列示
7. 安全边界
- 不编造数据;不夸大结论;缺失信息标注"未获取"或"待核实"
- 不替代正式审批、正式风控、正式合规、正式报送、正式处置、正式责任认定、正式管理决策
- 不替代正式报送、审计、责任认定、管理决策
- 摘要结论为辅助参考材料,不直接作为正式报送或对外披露内容
- 摘要中的建议方向仅供讨论参考,不构成管理指令
8. 上游依赖
- business-metrics-attribution:经营指标归因分析结果
- branch-performance-benchmarking:网点经营对比分析结果
- deposit-growth-attribution:存款增长归因分析结果
- loan-structure-analysis:贷款结构分析结果
- customer-churn-alert:客户流失预警分析结果
9. 可联动下游 Skills
- 无(终端输出,直接供管理层阅读使用)
Decide Fit First
Design Intent
How To Use It
Boundaries And Review