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operations
Operational workflows: KYC document parsing and rules-grid evaluation
What's Inside
Skills2
kyc-doc-parse
/kyc-doc-parse
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.
kyc-rules
/kyc-rules
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.
README
Pi Financial Services
A collection of Pi agent skills for financial services professionals, adapted from Anthropic's financial-services project.
⚠️ Note: This is not a pure copy. Skills have been adapted for the Pi agent ecosystem with proper
SKILL.mdformatting, pi package manifest, and workspace installation support.
Skills Included
| Category | Skills |
|---|---|
| Investment Banking | Pitch decks, teasers, CIMs, deal tracking, M&A modeling |
| Equity Research | DCF, comps, LBO, sector analysis, earnings reports |
| Fixed Income | Swap curves, bond analysis, FX carry, options vol |
| Private Equity | IC memos, portfolio monitoring, returns analysis |
| Wealth Management | Investment proposals, client reports, rebalancing |
| Accounting | GL reconciliation, accruals, variance commentary |
| Compliance | KYC document parsing, AML rules |
Installation
# Install as workspace package (recommended for teams)
pi install npm:@hcchang/pi-financial-services -l
# Or global
pi install npm:@hcchang/pi-financial-services
Usage
Simply ask naturally:
- "Build a DCF model for AAPL"
- "Create an investment proposal for a retired client"
- "Reconcile this GL vs subledger"
- "Populate this pitch deck template"
Skills Directory
Skills are organized in plugins/:
partner-built/- LSEG, S&P Global data connectorsvertical-plugins/- Core skills by vertical (IB, ER, PE, WM, etc.)
Credits
Originally created by Anthropic. Adapted for Pi agent by @hcchang.
License
MIT
Stats
Version0.1.0
LanguagePython
Stars0
MaintenanceGood
LicenseApache-2.0
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