fa-jobs-to-be-done

# Finance Analytics Jobs To Be Done This skill routes D&B Finance Analytics requests to the partner-supplied workflow references in `fa-skills/references/`. ## Tool Source Use the D&B Finance Analytics MCP server only. Do not substitute Morningstar, Moody's, generic web search, local files, or another MCP server for Finance Analytics data. Before making a tool call, confirm the Finance Analytics MCP tools are available. If they are not visible, tell the user the D&B Finance Analytics connection is not available and stop rather than fabricating data. Expected Finance Analytics tools include: - `fa_search_tool` - `query_portfolio` - `get_company_report` - `get_live_report` - `account_decisioning_tool` - `application_decisioning_tool` - `manage_folder` - `get_company_ownership_tree` - `query_alerts` - `get_portfolio_status` - `get_portfolio_public_records` - `get_companies_and_accounts_count` - `get_dashboard_overview` - `get_risk_distribution` - `get_dashboard_status` Tool names may be exposed with a Codex namespace such as `mcp__finance_analytics_mcp_server__query_portfolio`; use the namespaced form when available. ## Route The Request Load exactly one workflow reference based on the user's intent: | Intent signals | Load this reference | | --- | --- | | onboard, new customer, new account, add to portfolio, can I do business with | `fa-skills/references/fa-onboarding-workflow.md` | | credit decisioning, company overview for credit, financial profile, company report | `fa-skills/references/fa-credit-decisioning.md` | | approve credit, credit limit, increase credit, validate credit, extend credit | `fa-skills/references/fa-credit-validation.md` | | portfolio risk, top risky companies, portfolio overview, risk distribution, risky accounts | `fa-skills/references/fa-portfolio-management.md` | | alerts, unread alerts, new alerts, alert severity, alerts for a company | `fa-skills/references/fa-alerts-monitoring.md` | If the user's intent is ambiguous, ask one clarifying question before calling tools. The partner bundle did not include dedicated persona files or an aging-forecast workflow file. For persona-specific language, load `fa-skills/references/fa-plain-language.md`. For aging forecast requests, explain that no aging-forecast workflow was supplied in this skill bundle and ask whether the user wants to proceed with available portfolio or report workflows instead. ## Output Layer Before producing user-facing output, load: - `fa-skills/references/fa-plain-language.md` Use it for tone, numeric presentation, status summaries, and suppression of internal tool or entity identifiers. ## Required Behavior - Never fabricate or fill gaps with assumed D&B data. - Retry a failed or unexpectedly empty Finance Analytics tool call once with the same parameters. - If a tool still fails, document what was attempted, what was missing, and how the gap affects the result. - Favor precision over recall when resolving companies or making risk assessments. - Never make a binding credit approval or decline; frame credit outputs as suggested decisions based on available data. - Include an audit trail when the selected workflow requires one. - Do not pause mid-pipeline unless a blocking ambiguity must be resolved before a critical decision. ## Workflow 1. Identify the user intent. 2. Load `fa-plain-language.md`. 3. Load the matching workflow reference. 4. Follow that reference's tool order and output structure. 5. Cite the D&B Finance Analytics app as the data source when returning substantive credit, portfolio, report, ownership, or alert results.