Digits Fintech Swiss Template
nexu-io/open-design
Swiss-grid fintech deck template in black / warm paper / neon-lime contrast.
当用户需要对保险投保问卷做首轮审查、识别缺失项与矛盾项、筛查高风险告知、整理补问问题、生成核保初审结果或判断是否需要进入人工复核时使用本 skill。适用于寿险、重疾险、医疗险、意外险等投保问卷、OCR 文本、截图转写文本或结构化问卷记录的通用初审与分流场景。
$ npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw underwriting-questionnaire-precheck-assistant --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/underwriting-questionnaire-precheck-assistant .claude/skills/underwriting-questionnaire-precheck-assistant && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "underwriting-questionnaire-precheck-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/underwriting-questionnaire-precheck-assistant into .claude/skills/underwriting-questionnaire-precheck-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "underwriting-questionnaire-precheck-assistant", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/underwriting-questionnaire-precheck-assistantType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw underwriting-questionnaire-precheck-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/underwriting-questionnaire-precheck-assistant .agents/skills/underwriting-questionnaire-precheck-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "underwriting-questionnaire-precheck-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/underwriting-questionnaire-precheck-assistant into .agents/skills/underwriting-questionnaire-precheck-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "underwriting-questionnaire-precheck-assistant", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw underwriting-questionnaire-precheck-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/underwriting-questionnaire-precheck-assistant .cursor/skills/underwriting-questionnaire-precheck-assistant && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "underwriting-questionnaire-precheck-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/underwriting-questionnaire-precheck-assistant into .cursor/skills/underwriting-questionnaire-precheck-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "underwriting-questionnaire-precheck-assistant", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/underwriting-questionnaire-precheck-assistant--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw underwriting-questionnaire-precheck-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/underwriting-questionnaire-precheck-assistant .gemini/skills/underwriting-questionnaire-precheck-assistant && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "underwriting-questionnaire-precheck-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/underwriting-questionnaire-precheck-assistant into .gemini/skills/underwriting-questionnaire-precheck-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "underwriting-questionnaire-precheck-assistant", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw underwriting-questionnaire-precheck-assistantInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/underwriting-questionnaire-precheck-assistant .github/skills/underwriting-questionnaire-precheck-assistant && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "underwriting-questionnaire-precheck-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/underwriting-questionnaire-precheck-assistant into .github/skills/underwriting-questionnaire-precheck-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "underwriting-questionnaire-precheck-assistant", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw underwriting-questionnaire-precheck-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/underwriting-questionnaire-precheck-assistant .opencode/skills/underwriting-questionnaire-precheck-assistant && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "underwriting-questionnaire-precheck-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/underwriting-questionnaire-precheck-assistant into .opencode/skills/underwriting-questionnaire-precheck-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "underwriting-questionnaire-precheck-assistant", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
underwriting-questionnaire-precheck-assistant当用户需要对保险投保问卷做首轮审查、识别缺失项与矛盾项、筛查高风险告知、整理补问问题、生成核保初审结果或判断是否需要进入人工复核时使用本 skill。适用于寿险、重疾险、医疗险、意外险等投保问卷、OCR 文本、截图转写文本或结构化问卷记录的通用初审与分流场景。
Underwriting Questionnaire Precheck Assistant is an agent skill from aifinlab/FinClaw. 当用户需要对保险投保问卷做首轮审查、识别缺失项与矛盾项、筛查高风险告知、整理补问问题、生成核保初审结果或判断是否需要进入人工复核时使用本 skill。适用于寿险、重疾险、医疗险、意外险等投保问卷、OCR 文本、截图转写文本或结构化问卷记录的通用初审与分流场景。
Its SKILL.md is about 1000 tokens, which your agent loads only when the skill is triggered. The skill folder holds 9 other files, including scripts, reference files and assets (for example `assets/intake-example.json`, `assets/precheck-report-template.md` and `references/output-schema.md`).
It sits in Business, Finance & HR, covering Banking and insurance. The licence is Apache-2.0.
7 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Ships 1 file in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
pythonFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Underwriting Questionnaire Precheck Assistant loads about 999 tokens when it runs, and up to ~3.4k if it reads all its reference files. Until then it costs about 44 tokens; SKILL.md has 236 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 236 words, ~999 tokens.
.claude/skills/underwriting-questionnaire-precheck-assistant/SKILL.md (or your agent's skills folder). This skill also uses 6 other files; get the full folder from GitHub.你是一名面向保险核保作业场景的问卷初审助手。你的职责是把原始投保问卷、OCR 文本、截图转写内容或系统导出字段,整理为适合核保初审、运营支持和审核前台快速使用的结构化初审结果。
本技能只用于首轮审查、风险识别、补问准备与分流提示,不替代正式核保结论,不输出最终承保、拒保、加费、责任除外、费率定价或合规审批结论。凡涉及重大疾病、异常体检、既往理赔争议、异常高额投保、疑似不实告知、复杂职业风险等高风险事项,必须明确标注“建议人工复核”。
当用户表达以下意图时,使用本技能:
以下情况不按本技能直接处理,应提醒用户这是更细分任务:
围绕“首轮核保问卷审查与风险分流”完成以下输出:
先判断用户提供的材料类型,并说明审查边界:
如果材料存在以下问题,要在开头明确说明:
若背景不完整,不要停止工作。应基于已知信息完成初审,并把缺失背景列入“缺失项清单”。
优先抽取以下字段;若未提供则标注缺失:
抽取时只保留影响初审的事实,不机械复述整份问卷。
按以下四个维度做首轮筛查:
重点关注以下主题:
初审结论只允许使用以下审查导向表述:
不要输出以下内容,除非用户明确要求且你同时强调“仅为流程建议、非最终核保结论”:
补问问题必须满足以下要求:
补件建议只针对支持初审继续推进所必需的材料,例如:
不要机械要求补齐所有材料,只列与当前风险点直接相关的项目。
除非用户另有要求,严格按以下顺序输出:
如风险级别不明确,应写“需进一步核查”,不要直接写成确定性高风险结论。
凡出现以下任一情形,默认在“后续处理建议”中加入“建议人工复核”:
用户只要“快速看看有没有问题”时:
默认使用本模式:
当用户特别强调“用于作业流转”“用于前台补问”“用于核保分流”时:
按需读取以下资源,不要一次性全部载入:
references/review-dimensions.md
适用于确认初审维度、缺失项口径、矛盾项识别逻辑。references/risk-signals.md
适用于识别健康、职业、生活习惯、投保行为四类高风险信号。references/output-schema.md
适用于严格按统一结构生成最终报告。assets/precheck-report-template.md
适用于直接复用报告模板。assets/intake-example.json
适用于用户提供结构化字段时的字段参考。scripts/generate_precheck_report.py
适用于需要将文本或 JSON 自动整理为标准化初审报告时执行。当输入为长文本、OCR 文本或结构化字段时,优先使用 scripts/generate_precheck_report.py 生成初稿,再由你结合原文做人工化润色。不要把脚本输出直接当作最终结论原样返回。
建议用法:
python scripts/generate_precheck_report.py --input sample.txt
python scripts/generate_precheck_report.py --input sample.json --format json脚本输出后应再次检查:
若材料不足以支持有效初审,直接使用以下表达之一:
若用户要求直接给出最终承保结论,明确提示:
当前技能仅用于核保问卷首轮审查、补问准备与风险分流,不替代正式核保决定。若需要进一步判断,应转由正式核保规则或人工核保流程处理。
最终输出应让核保人员快速看清:
© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 6 other files (scripts, references, assets) in skills/underwriting-questionnaire-precheck-assistant of aifinlab/FinClaw.
Open the folder on GitHubat commit 9e62862
Underwriting Questionnaire Precheck Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Underwriting Questionnaire Precheck Assistant this skillaifinlab/FinClaw | 255 | — | ~999 | Automated safety check: Pass | Apache-2.0 | |
| Digits Fintech Swiss Templatenexu-io/open-design | 100k | — | ~461 | Automated safety check: Pass | Apache-2.0 | |
| Swapper Depositswapperfinance/swapper-toolkit | 852 | — | ~1.8k | Automated safety check: Pass | MIT | |
| Okx Cex Earnokx/agent-skills | 187 | 2 repos | ~3.3k | Automated safety check: Pass | MIT | |
| Buffettdigoal/blog | 8.6k | 1 repos | ~2.7k | Automated safety check: Pass | GPL-2.0 | |
| Solana Payments Wallets Tradingnpc-live/clawfirm | 156 | 1 repos | ~4.7k | Automated safety check: Pass | MIT |
nexu-io/open-design
Swiss-grid fintech deck template in black / warm paper / neon-lime contrast.
swapperfinance/swapper-toolkit
Deposit and bridge funds into a wallet or protocol using Swapper Finance.
okx/agent-skills
Manages OKX Simple Earn (flexible savings/lending), Flash Earn, On-chain Earn (staking/DeFi), Dual Investment (DCD/双币赢), and AutoEarn (自动赚币) via the okx CLI.
digoal/blog
Activates Warren Buffett's complete investment thinking system.
npc-live/clawfirm
Pay people in SOL or USDC, buy and sell tokens, check prices, discover trending and new tokens, create and manage Solana wallets, stake SOL, earn yield through lending and managed vaults, borrow…
quillai-network/quillshield_skills
Detects price oracle manipulation and flash loan attack vectors in DeFi smart contracts.
aifinlab/FinClaw
A skill your agent uses when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management…
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate-risk monitoring assistant for enterprise litigation/penalty/enforcement scanning (处罚/诉讼/被执行/失信等).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate client operating-volatility monitoring assistant (经营监测/指标波动/预警解释).
aifinlab/FinClaw
A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit issue-list assistant (问题清单/补件清单/催办台账).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit approval-opinion drafting assistant (审批意见/条款建议/有条件同意).
Categories
当用户需要对保险投保问卷做首轮审查、识别缺失项与矛盾项、筛查高风险告知、整理补问问题、生成核保初审结果或判断是否需要进入人工复核时使用本 skill。适用于寿险、重疾险、医疗险、意外险等投保问卷、OCR 文本、截图转写文本或结构化问卷记录的通用初审与分流场景。. Underwriting Questionnaire Precheck Assistant is an agent skill from aifinlab/FinClaw.
Underwriting Questionnaire Precheck Assistant fits situations like: tasks that involve Banking and insurance.
Run `npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a claude-code`. Or copy the skill folder (skills/underwriting-questionnaire-precheck-assistant in aifinlab/FinClaw) into .claude/skills/underwriting-questionnaire-precheck-assistant in your project. Claude Code loads it when a task matches its description.
Run `npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a codex`. Or copy the skill folder (skills/underwriting-questionnaire-precheck-assistant in aifinlab/FinClaw) into .agents/skills/underwriting-questionnaire-precheck-assistant in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill underwriting-questionnaire-precheck-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/underwriting-questionnaire-precheck-assistant, .gemini/skills/underwriting-questionnaire-precheck-assistant, .github/skills/underwriting-questionnaire-precheck-assistant and .opencode/skills/underwriting-questionnaire-precheck-assistant in your project.
Going by SKILL.md and its folder, Underwriting Questionnaire Precheck Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
Underwriting Questionnaire Precheck Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 999 tokens (SKILL.md is roughly 4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.4k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Underwriting Questionnaire Precheck Assistant: Digits Fintech Swiss Template (nexu-io/open-design, 100k stars), Swapper Deposit (swapperfinance/swapper-toolkit, 852 stars), Okx Cex Earn (okx/agent-skills, 187 stars) and Buffett (digoal/blog, 8.6k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.