Agent skill

Cn Ib Filing Refresh Control

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

Plan, execute, and review Chinese IPO or refinancing filing refreshes across reporting periods, transaction changes, inquiry responses, and document versions.

Apache-2.0Auto-check passed

Install Cn Ib Filing Refresh Control

skills CLI
$ npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-filing-refresh-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-filing-refresh-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-filing-refresh-control .claude/skills/cn-ib-filing-refresh-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-filing-refresh-control
GitHub stars
102
Token cost
~1.4k tokens
SKILL.md length
626 words
Files
10 (incl. scripts, references, assets)
Skills in repo
11
Repo updated
First seen
Licence
Apache-2.0

At a glance

Plan, execute, and review Chinese IPO or refinancing filing refreshes across reporting periods, transaction changes, inquiry responses, and document versions.

  • Works in 7 steps: Define the refresh baseline → Build the refresh register → Execute in dependency order → …
  • 加期审计、财务数据更新、申报材料换期、新旧版本对比、漏改检查、招股书更新、问询回复同步、数据截止日更新、全套材料刷新
  • SKILL.md covers Principles, Workflow and Output contract
  • Runs Python scripts from its folder; calls python3

What it does

Cn Ib Filing Refresh Control is an agent skill from QiushenZou/cn-investment-banking-skills. Plan, execute, and review Chinese IPO or refinancing filing refreshes across reporting periods, transaction changes, inquiry responses, and document versions. Use for 加期审计、财务数据更新、申报材料换期、新旧版本对比、漏改检查、招股书更新、问询回复同步、数据截止日更新、全套材料刷新 or stale-content review. This skill controls refresh scope and closure across documents; use source and cross-document skills for substantive verification.

Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 13 other files, including scripts, reference files and assets (for example `agents/openai.yaml`, `references/change-taxonomy.md` and `references/closure-standard.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

  • 加期审计、财务数据更新、申报材料换期、新旧版本对比、漏改检查、招股书更新、问询回复同步、数据截止日更新、全套材料刷新
  • Stale-content review

Example prompts

  • “/cn-ib-filing-refresh-control”

Requirements

  • Python 3

Workflow steps

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

  1. Define the refresh baseline
  2. Build the refresh register
  3. Execute in dependency order
  4. Validate the control register
  5. Scan for stale content
  6. Perform semantic delta review
  7. Close and release

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 3 files 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 Filing Refresh Control loads about 1.4k tokens when it runs, and up to ~2.1k if it reads all its reference files. Until then it costs about 103 tokens; SKILL.md has 626 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~103
When it runs · the whole SKILL.md, loaded when a task matches
~1.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.1k

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). 626 words, ~1,386 tokens.

Download SKILL.mdSave it as .claude/skills/cn-ib-filing-refresh-control/SKILL.md (or your agent's skills folder). This skill also uses 9 other files; get the full folder from GitHub.
name
cn-ib-filing-refresh-control
description
Plan, execute, and review Chinese IPO or refinancing filing refreshes across reporting periods, transaction changes, inquiry responses, and document versions. Use for 加期审计、财务数据更新、申报材料换期、新旧版本对比、漏改检查、招股书更新、问询回复同步、数据截止日更新、全套材料刷新 or stale-content review. This skill controls refresh scope and closure across documents; use source and cross-document skills for substantive verification.

CN IB Filing Refresh Control

Treat a filing refresh as a controlled change program, not a search-and-replace exercise.

Principles

  1. Start from refresh drivers and dependencies before editing individual documents.
  2. Distinguish changed facts, changed periods, changed conclusions, and presentation-only edits.
  3. Propagate one source change to every downstream table, narrative, risk factor, opinion, and filing.
  4. Preserve old/new lineage and explain intentional non-updates.
  5. Require independent review and closure evidence for material changes.
  6. Scan for stale terms after editing, but treat search hits and non-hits as review leads only.
  7. Apply changes to existing Word filings as native tracked revisions by default.

Workflow

1. Define the refresh baseline

Record:

  • old and new reporting cut-offs;
  • documents and versions in scope;
  • refresh drivers: new audit period, transaction change, inquiry response, rule change, corporate event, or correction;
  • approved new source documents;
  • freeze date, owners, reviewers, and delivery deadline.

Read references/refresh-drivers.md and build a driver-to-document impact map.

2. Build the refresh register

Use assets/refresh-register-template.csv. Create one row for each affected disclosure unit, not one row per entire document. Record old/new source, period, value, unit, change type, downstream documents, update locator, consistency review, and closure evidence.

Read references/change-taxonomy.md before classifying changes.

3. Execute in dependency order

Recommended order:

  1. approve new source data and definitions;
  2. update core financial and operating tables;
  3. reperform totals, ratios, changes, and CAGR;
  4. update narrative analysis, trends, risk factors, and conclusions;
  5. propagate changes to sponsor, legal, accounting, inquiry, and summary documents;
  6. update dates, defined terms, cross-references, contents, appendices, and signatures;
  7. run stale-term and cross-document checks.

Do not update narrative percentages independently from their underlying tables.

For DOCX refreshes, preserve the original, use native Word insertions and deletions, keep each amendment granular, and retain existing comments and revisions unless instructed otherwise. Do not simulate redlines with color or strikethrough. Use a transparent revision author such as Codex when none is specified.

4. Validate the control register

Generate a first-pass text delta between two DOCX versions:

bash
python3 scripts/compare_docx_text.py old.docx new.docx --output text-delta.csv

The delta preserves ordered paragraph and table-row changes but does not prove that a required update occurred. Convert material change blocks into refresh-register rows and classify their drivers and downstream effects.

Then validate the register:

Run:

bash
python3 scripts/review_refresh_register.py refresh-register.csv --output refresh-issues.csv

The script identifies incomplete lineage, missed propagation, invalid closure, lack of consistency review, and self-review.

Show full SKILL.md (244 more words)Show less
5. Scan for stale content

Create a UTF-8 CSV using assets/stale-terms-template.csv, then run:

bash
python3 scripts/scan_stale_terms.py refreshed-file.docx stale-terms.csv --output stale-hits.csv

The scanner supports UTF-8 text/Markdown, DOCX, and PPTX text-accessible content. PDF or rendered deliverables require separate text extraction and visual inspection. A zero-hit result does not prove that the refresh is complete.

6. Perform semantic delta review

Read references/closure-standard.md. Compare old and new versions for:

  • changed numbers without changed explanation;
  • changed conclusion without corresponding evidence;
  • inconsistent periods, units, definitions, and denominators;
  • stale superlatives, rankings, market data, ages, or elapsed periods;
  • inquiry-response facts not synchronized into the filing;
  • deleted qualifications or new contradictions;
  • cross-references and page references affected by pagination.

Use cn-ib-source-verifier to reperform sourced calculations, cn-ib-cross-document-check for propagated facts, and cn-ib-filing-proofreader for final production QC.

7. Close and release

Close an item only when the updated locator, downstream propagation, consistency check, reviewer, and closure evidence are recorded. Structurally verify that the tracked insertions and deletions exist in each revised DOCX, then re-render the final document and inspect every materially changed page.

Deliver the tracked-changes version by default. Create a clean accepted version only when explicitly requested, and never overwrite the original.

Output contract

Deliver:

  1. refresh scope and driver summary;
  2. document impact map;
  3. old/new change register;
  4. stale-content and missed-propagation issue log;
  5. open items by owner and severity;
  6. release status: BLOCK, CONDITIONAL, or READY;
  7. limitations, excluded documents, and unresolved judgments.

Never describe a filing set as fully refreshed based only on textual search or redline volume.

© 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 9 other files (scripts, references, assets) in skills/cn-ib-filing-refresh-control of QiushenZou/cn-investment-banking-skills.

  • SKILL.md
  • agents/openai.yaml
  • assets/refresh-register-template.csv
  • assets/stale-terms-template.csv
  • references/change-taxonomy.md
  • references/closure-standard.md
  • references/refresh-drivers.md
  • scripts/compare_docx_text.py
  • scripts/review_refresh_register.py
  • scripts/scan_stale_terms.py

Open the folder on GitHubat commit b71a38c

Compare with similar skills

Cn Ib Filing Refresh 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 Filing Refresh Control compared with similar skills
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Cn Ib Filing Refresh Control this skillQiushenZou/cn-investment-banking-skills102—~1.4kAutomated safety check: PassApache-2.0
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Executealirezarezvani/claude-skills28k—~831Automated safety check: PassMIT
Debugging Executionsn8n-io/n8n207k—~2.6kAutomated safety check: PassCustom licence
File Organizerdavila7/claude-code-templates33k7 repos~1.6kAutomated safety check: PassMIT
File Uploadsdavila7/claude-code-templates33k4 repos~238Automated safety check: PassMIT

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More from QiushenZou/cn-investment-banking-skills

All 11 skills in this repo
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  • Cn Ib Document Control

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  • Cn Ib Inquiry Response Review

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  • Cn Ib Ipo Workflow

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  • Cn Ib Memo Builder

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Questions about Cn Ib Filing Refresh Control

What does Cn Ib Filing Refresh Control do?

Plan, execute, and review Chinese IPO or refinancing filing refreshes across reporting periods, transaction changes, inquiry responses, and document versions. Cn Ib Filing Refresh Control is an agent skill from QiushenZou/cn-investment-banking-skills. Plan, execute, and review Chinese IPO or refinancing filing refreshes across reporting periods, transaction changes, inquiry responses, and document versions.

When should I use Cn Ib Filing Refresh Control?

Cn Ib Filing Refresh Control fits situations like: 加期审计、财务数据更新、申报材料换期、新旧版本对比、漏改检查、招股书更新、问询回复同步、数据截止日更新、全套材料刷新; stale-content review.

How do I install Cn Ib Filing Refresh Control in Claude Code?

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

How do I install Cn Ib Filing Refresh Control in Codex?

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

Can I use Cn Ib Filing Refresh 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-filing-refresh-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-filing-refresh-control, .gemini/skills/cn-ib-filing-refresh-control, .github/skills/cn-ib-filing-refresh-control and .opencode/skills/cn-ib-filing-refresh-control in your project.

What does Cn Ib Filing Refresh Control need to run?

Going by SKILL.md and its folder, Cn Ib Filing Refresh 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 Filing Refresh 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 Filing Refresh 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 Filing Refresh Control use?

Cn Ib Filing Refresh 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 Filing Refresh Control use?

About 1.4k tokens (SKILL.md is roughly 5.5k 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 690 tokens, read only when the agent opens those files.

What are the alternatives to Cn Ib Filing Refresh Control?

Skills that share tags, products or a category with Cn Ib Filing Refresh Control: Analyzing Prefetch Files For Execution History (mukul975/Anthropic-Cybersecurity-Skills, 34k stars), Execute (alirezarezvani/claude-skills, 28k stars), Debugging Executions (n8n-io/n8n, 207k stars) and File Organizer (davila7/claude-code-templates, 33k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Cn Ib Filing Refresh 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.