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Zhongwei Li
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---
name: compliance-statement-library
description: Repository pattern for pre-approved financial disclosures and claim language.
---
# Compliance Statement Library Skill
## When to Use
- Assembling marketing campaigns, sales decks, or product pages requiring disclosures.
- Responding to regulator/legal review comments.
- Updating messaging after rate changes, product updates, or new regulations.
## Framework
1. **Statement Catalog** define taxonomy (product, channel, audience, regulation, status).
2. **Approval Metadata** reviewer, date, expiration, evidence references, risk level.
3. **Usage Guidelines** instructions on required pairing, placement, and typography.
4. **Localization & Accessibility** translations, readability requirements, alt-text guidelines.
5. **Change Control** versioning, diffs, and notification hooks for GTM teams.
## Templates
- Disclosure record form with required fields (text, context, owner, evidence, reviewer).
- Usage checklist to confirm placement and pairing rules.
- Version change log referencing prior statements.
## Tips
- Link statements to product SKUs/offers so updates cascade automatically.
- Store short and long-form variants for different channels (email vs landing page).
- Pair with `review-financial-campaign` and `build-product-go-to-market` for automation.
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name: customer-trust-dashboard
description: Reporting framework for monitoring trust, sentiment, and regulator-facing
KPIs.
---
# Customer Trust Dashboard Skill
## When to Use
- Tracking impact of communications, outages, or policy changes on customer trust.
- Preparing exec/regulator updates on sentiment, complaints, and remediation status.
- Coordinating GTM, support, and risk teams on follow-up actions.
## Framework
1. **KPI Stack** sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
2. **Segmentation** audience (retail, SMB, enterprise), geography, channel, product.
3. **Signal Sources** support tickets, surveys, social monitoring, regulator portals, payments data.
4. **Alerting Rules** thresholds, triggers, routing to comms/legal/risk teams.
5. **Action Register** log remediation tasks, owners, due dates, and status for transparency.
## Templates
- Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
- Incident log sheet tied to metrics for root-cause tracking.
- Weekly trust report template for leadership + regulator sharing.
## Tips
- Blend quantitative trends with qualitative excerpts for context.
- Keep a “regulator ready” version with evidence attachments and approvals.
- Pair with `manage-trust-communications` and `review-financial-campaign` outputs.
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name: financial-product-blueprint
description: Template for packaging financial products with pricing, underwriting,
and compliance details.
---
# Financial Product Blueprint Skill
## When to Use
- Launching new lending, payments, wealth, or insurance offerings.
- Equipping go-to-market teams with accurate pricing, disclosures, and eligibility criteria.
- Coordinating product, legal, and RevOps when offerings change.
## Framework
1. **Product Overview** features, eligibility, underwriting policies, risk factors.
2. **Pricing & Incentives** rate table, fees, promotional offers, guardrails.
3. **Compliance Layer** required disclosures, consent flows, record-keeping requirements.
4. **Persona Alignment** messaging pillars, objections, proof points per persona/segment.
5. **Operational Hooks** systems, workflows, SLA commitments, measurement plan.
## Templates
- Product fact sheet with pricing scenarios and disclosures.
- Rate card + incentive tracker with approval fields.
- Enablement pack outline (FAQ, objection handling, ROI calculator).
## Tips
- Tie blueprint fields to CRM/CPQ fields to keep pricing + disclosures in sync.
- Version control is critical; stamp valid-from/expiration dates.
- Pair with `build-product-go-to-market` for automated briefing creation.
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name: regulator-briefing-playbook
description: Template pack for preparing regulator communications, responses, and
readouts.
---
# Regulator Briefing Playbook Skill
## When to Use
- Preparing FINRA/SEC/CFPB/FTC briefing packages or responses.
- Documenting campaign decisions in anticipation of audits.
- Coordinating cross-functional responses to regulator inquiries.
## Framework
1. **Briefing Outline** context, product/campaign details, risk mitigations, approvals.
2. **Evidence Binder** assets, disclosures, policy references, decision logs, metrics.
3. **Q&A Matrix** anticipated regulator questions with approved responses + owners.
4. **Escalation Charter** roles, SLAs, and communications plan for regulator interactions.
5. **Follow-up Tracker** commitments, remediation steps, and deadlines.
## Templates
- Regulator memo template (executive summary, evidence, appendices).
- Q&A log with question, owner, response, status.
- Commitment tracker linked to Jira/Asana or compliance tools.
## Tips
- Keep version history and timestamps to prove timely responses.
- Align narrative with risk/compliance frameworks used internally.
- Pair with `review-financial-campaign` and `manage-trust-communications` outputs.
---