القائمة
Use when the customer asks about their balance, transactions, or personal details. Produces a grounded, confidential answer from the customer data MCP tools.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Operations runbook for the agentic-banking-ecosystem repo. USE THIS SKILL when the user asks to deploy, build, provision, generate data, index, ingest, register, or clean up any part of the project — including infrastructure (azd), container images, Container Apps, the customer/product MCP servers, AI Search indexes, Foundry toolboxes, and the banking agents. Covers the full lifecycle: provision → generate data → build → deploy MCP → register toolboxes → index → ingest → deploy agents → clean up.
Use when an agent asks what data is required for a customer, account or transaction to be compliant — an onboarding checklist, an eligibility gap analysis, or "what do we still need to collect". Maps each compliance rule onto the concrete banking data model and returns an extensive, field-level requirements breakdown.
Use before asking Bank North's Compliance agent (the ask_compliance tool) any regulatory, KYC/AML, sanctions, fraud or product-eligibility question. Gathers the signed-in customer's real data first, then composes a precise, self-contained compliance question so the answer is specific to this customer and product rather than generic.
Use when the customer wants to order a product (e.g. open a savings account or apply for a credit card) or change their contact details. Enforces the human-in-the-loop confirmation and compliance guardrails.
Use when the agent should proactively spot an optimisation for the signed-in customer (e.g. a large uninvested balance on the current account) and offer help. Always asks permission first, then gives two concrete, personalised recommendations, and only acts human-in-the-loop.
Use when an employee asks which product to recommend to a customer, or to compare products for a specific customer need. Produces a grounded, segment-aware recommendation.
| name | account-enquiry |
| description | Use when the customer asks about their balance, transactions, or personal details. Produces a grounded, confidential answer from the customer data MCP tools. |
Answer a customer's questions about their own accounts, balances and transactions, strictly for the signed-in customer.
get_balance / get_account for a single holding balance.get_net_worth for a balance overview across ALL holdings (total + a
breakdown by product type). Prefer this for "all my accounts" / "total"
questions instead of summing manually.summarize_spending for any spending question — it returns the total, a
breakdown by category, the top merchants and the single largest
transaction over the period. Pass date_from / date_to for a window and
category to focus on one spending category.list_accounts / get_customer for the full holding list and profile.list_transactions with date_from / date_to when the customer wants
the raw statement lines rather than a summary.update_overview with the customer profile and
the current accounts before replying.Lead with the direct answer (e.g. the balance), then a compact table of transactions (date, description, category, amount, balance after) when relevant.