account-opening-workflow
Skill0 starsChanged 48 days agoNo licenceView on GitHub
Design and operate back-office account opening processes from application intake through activation. Use when building account opening automation or improving STP rates, reducing NIGO rejection rates from custodians or clearing firms, defining document requirements for trusts entities IRAs or estate accounts, implementing approval workflows and regulatory holds for complex account types, setting up multi-custodian account opening across Schwab Fidelity or Pershing, designing account numbering titling or classification schemes, troubleshooting account opening failures or processing delays, integrating with custodian or clearing firm submission systems, or benchmarking account opening cycle times and operational efficiency.
In this repository255 other files it gives its agents.
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- The first 60 shown.
The file
We split this skill into the rules it gives an agent
12 rules. About 0 are common, 12 are distinctive, and 0 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈12
Distinctive · estimate
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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