Agent skill

Cn Ib Document Control

by QiushenZou in QiushenZou/cn-investment-banking-skills

Build, maintain, and review document-control registers for Chinese investment-banking transactions.

Apache-2.0Auto-check passed

Install Cn Ib Document Control

skills CLI
$ npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-document-control -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install QiushenZou/cn-investment-banking-skills cn-ib-document-control --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/QiushenZou/cn-investment-banking-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/cn-ib-document-control .claude/skills/cn-ib-document-control && rm -rf skills-src

Use ~/.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/

Facts

Skill name
cn-ib-document-control
GitHub stars
102
Token cost
~1.1k tokens
SKILL.md length
467 words
Files
6 (incl. scripts, references, assets)
Skills in repo
11
Repo updated
First seen
Licence
Apache-2.0

At a glance

Build, maintain, and review document-control registers for Chinese investment-banking transactions.

  • Works in 7 steps: Define the register scope → Create the register → Apply controlled statuses → …
  • IPO、再融资、并购重组、辅导 and diligence projects involving 材料清单、原件清单、签字盖章、彩色扫描、函证、承诺函、调查问卷、合规证明、版本控制、缺失材料、负责人、截止日期、关闭状态
  • SKILL.md covers Principles, Workflow and Outputs
  • Runs Python scripts from its folder; calls python3

What it does

Cn Ib Document Control is an agent skill from QiushenZou/cn-investment-banking-skills. Build, maintain, and review document-control registers for Chinese investment-banking transactions. Use for IPO、再融资、并购重组、辅导 and diligence projects involving 材料清单、原件清单、签字盖章、彩色扫描、函证、承诺函、调查问卷、合规证明、版本控制、缺失材料、负责人、截止日期、关闭状态 or project-file tracking. Use cn-ib-diligence-workpaper for substantive testing and conclusions rather than document custody and completeness.

Its SKILL.md is about 1.1k 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 `agents/openai.yaml`, `references/document-categories.md` and `references/status-taxonomy.md`).

The repository describes itself as: Agent Skills for Chinese IPO sponsor execution: diligence, filing production, pre-submission QC, regulatory inquiries, and filing refresh. The licence is Apache-2.0.

When your agent uses it

  • IPO、再融资、并购重组、辅导 and diligence projects involving 材料清单、原件清单、签字盖章、彩色扫描、函证、承诺函、调查问卷、合规证明、版本控制、缺失材料、负责人、截止日期、关闭状态
  • Project-file tracking

Example prompts

  • “/cn-ib-document-control”

Requirements

  • Python 3

Workflow steps

7 steps, taken from the step headings in SKILL.md.

  1. Define the register scope
  2. Create the register
  3. Apply controlled statuses
  4. Reconcile received materials
  5. Run deterministic register checks
  6. Prioritize follow-up
  7. Close and archive

What it can do on your machine

Read from SKILL.md and the folder at commit b71a38c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    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.

  • Runs code

    Ships 1 file in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python3

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Cn Ib Document Control loads about 1.1k tokens when it runs, and up to ~1.7k if it reads all its reference files. Until then it costs about 96 tokens; SKILL.md has 467 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~96
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.7k

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.

Safety

Auto-check passed

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.

SKILL.md

The full file from QiushenZou/cn-investment-banking-skills at commit b71a38c, republished under its Apache-2.0 licence (© QiushenZou). 467 words, ~1,063 tokens.

Download SKILL.mdSave it as .claude/skills/cn-ib-document-control/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
cn-ib-document-control
description
Build, maintain, and review document-control registers for Chinese investment-banking transactions. Use for IPO、再融资、并购重组、辅导 and diligence projects involving 材料清单、原件清单、签字盖章、彩色扫描、函证、承诺函、调查问卷、合规证明、版本控制、缺失材料、负责人、截止日期、关闭状态 or project-file tracking. Use cn-ib-diligence-workpaper for substantive testing and conclusions rather than document custody and completeness.

CN IB Document Control

Create one auditable register that answers: what is required, what has been received, in what form, which version is current, who owns the gap, and what evidence closes it.

Principles

  1. Never equate received with complete, valid, signed, original, or reviewed.
  2. Track each independently controlled item as a separate row.
  3. Preserve issuer/entity, document period, required form, and version.
  4. Do not delete superseded records. Mark them superseded and link the replacement.
  5. Close an item only with reviewable closure evidence.
  6. Do not upload or commit confidential deal materials to a public repository.

Workflow

1. Define the register scope

Identify:

  • transaction and workstream;
  • entities and persons covered;
  • applicable period;
  • source of the requirement;
  • expected document form;
  • responsible party and reviewer;
  • delivery deadline and critical-path dependency.

Read references/document-categories.md to choose categories. Do not force unrelated items into a generic other bucket without explanation.

2. Create the register

Start with assets/document-control-template.csv or reproduce the same fields in an XLSX workbook.

Use a stable document_id. Keep the ID after revisions. Create a new row only when the controlled requirement is distinct.

Minimum fields:

text
document_id, category, document_name, entity, period,
requirement_source, required_form, version, status,
original_status, signature_status, seal_status, scan_status,
owner, reviewer, due_date, source_path, closure_evidence, notes
3. Apply controlled statuses

Read references/status-taxonomy.md. Track independently:

  • overall workflow status;
  • original received;
  • signatures complete;
  • seal complete;
  • scan quality;
  • review status;
  • superseded status.

Avoid free-text statuses such as 差不多, 应该齐了, or 最新.

4. Reconcile received materials

For each delivery:

  1. match it to an existing requirement;
  2. confirm entity, person, period, document type, and version;
  3. inspect completeness, signatures, seals, pages, color, legibility, and validity period;
  4. record the source location without moving the original unless instructed;
  5. update the register and reviewer;
  6. create a new gap when the file only partially satisfies the requirement.
Show full SKILL.md (185 more words)Show less
5. Run deterministic register checks

For CSV registers, run:

bash
python3 scripts/review_control_register.py register.csv --output issues.csv

The script checks duplicate IDs, invalid statuses, overdue items, unversioned files, and closed items without closure evidence. Confirm every result in context.

6. Prioritize follow-up

Classify open items by:

  • filing or signing blocker;
  • dependency on issuer, sponsor, counsel, accountant, government authority, customer, supplier, bank, or individual;
  • time required to obtain;
  • expiry risk;
  • whether a scan, copy, original, notarization, translation, signature, or seal is missing.

Produce a concise follow-up list grouped by owner, not only by document category.

7. Close and archive

Before setting closed:

  • confirm the exact requirement is satisfied;
  • record the accepted file/version;
  • record reviewer and review date;
  • record closure evidence;
  • preserve unresolved qualifications;
  • link any superseded item.

Retain only final requested registers in the project directory. Keep previews and extraction files in temporary storage.

Outputs

Deliver:

  1. master document-control register;
  2. blocker list;
  3. owner-based follow-up list;
  4. upcoming deadline and expiry list;
  5. duplicate/superseded/version exception list;
  6. short completion statistics by category and entity.

Never report 100% complete when critical fields are blank, closure evidence is missing, or unreadable files were not inspected.

© QiushenZou, 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

Files

SKILL.md and 5 other files (scripts, references, assets) in skills/cn-ib-document-control of QiushenZou/cn-investment-banking-skills.

  • SKILL.md
  • agents/openai.yaml
  • assets/document-control-template.csv
  • references/document-categories.md
  • references/status-taxonomy.md
  • scripts/review_control_register.py

Open the folder on GitHubat commit b71a38c

Compare with similar skills

Cn Ib Document Control 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.

Cn Ib Document Control compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Cn Ib Document Control this skillQiushenZou/cn-investment-banking-skills102—~1.1kAutomated safety check: PassApache-2.0
Wiki Maintaineropenclaw/openclaw392k1 repos~462Automated safety check: PassMIT
Obsidian Vault Maintaineropenclaw/openclaw392k1 repos~262Automated safety check: PassMIT
Openclaw PR Maintaineropenclaw/openclaw392k—~2.3kAutomated safety check: PassMIT
Iot Registerruvnet/ruflo74k—~263Automated safety check: PassMIT
Open Source Maintainer Assistantslopus/happy24k—~1.9kAutomated safety check: PassMIT

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Questions about Cn Ib Document Control

What does Cn Ib Document Control do?

Build, maintain, and review document-control registers for Chinese investment-banking transactions. Cn Ib Document Control is an agent skill from QiushenZou/cn-investment-banking-skills. Build, maintain, and review document-control registers for Chinese investment-banking transactions.

When should I use Cn Ib Document Control?

Cn Ib Document Control fits situations like: IPO、再融资、并购重组、辅导 and diligence projects involving 材料清单、原件清单、签字盖章、彩色扫描、函证、承诺函、调查问卷、合规证明、版本控制、缺失材料、负责人、截止日期、关闭状态; project-file tracking.

How do I install Cn Ib Document Control in Claude Code?

Run `npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-document-control -a claude-code`. Or copy the skill folder (skills/cn-ib-document-control in QiushenZou/cn-investment-banking-skills) into .claude/skills/cn-ib-document-control in your project. Claude Code loads it when a task matches its description.

How do I install Cn Ib Document Control in Codex?

Run `npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-document-control -a codex`. Or copy the skill folder (skills/cn-ib-document-control in QiushenZou/cn-investment-banking-skills) into .agents/skills/cn-ib-document-control in your project. Codex loads it when a task matches its description.

Can I use Cn Ib Document Control in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-document-control -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/cn-ib-document-control, .gemini/skills/cn-ib-document-control, .github/skills/cn-ib-document-control and .opencode/skills/cn-ib-document-control in your project.

What does Cn Ib Document Control need to run?

Going by SKILL.md and its folder, Cn Ib Document Control needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does Cn Ib Document Control access the network?

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.

Is Cn Ib Document Control safe to install?

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.

What licence does Cn Ib Document Control use?

Cn Ib Document Control 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.

How many tokens does Cn Ib Document Control use?

About 1.1k tokens (SKILL.md is roughly 4.3k 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 631 tokens, read only when the agent opens those files.

What are the alternatives to Cn Ib Document Control?

Skills that share tags, products or a category with Cn Ib Document Control: Wiki Maintainer (openclaw/openclaw, 392k stars), Obsidian Vault Maintainer (openclaw/openclaw, 392k stars), Openclaw PR Maintainer (openclaw/openclaw, 392k stars) and Iot Register (ruvnet/ruflo, 74k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Cn Ib Document Control?

QiushenZou (a GitHub user) maintains it in QiushenZou/cn-investment-banking-skills, which has 102 GitHub stars. The repository holds 11 skills in this directory. The repository was last updated on August 17, 2026.

Source: QiushenZou/cn-investment-banking-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.