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Use when an advisor needs to match wealth-management products to an elderly client profile, compare main and backup options, and deliver suitability notes with senior-friendly communication points and risk disclosures.
Passed 15 of 23 test cases with the skill, and 14 of 23 without it.
2 fixed13 passed either way7 still failing1 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 2 test cases the skill fixed. Same model, same prompt, with and without the skill.
69岁韩阿姨风险等级PR1，拟购买3年期大额存单50万元。韩阿姨强调这笔钱是未来养老支出，但不能完全排除2年内提前支取的可能性。大额存单如提前支取将按活期计息损失利息。请出具适配分析、提前支取利息损失风险告知要点及后置跟进动作。
| Checked | Without skill | With skill |
|---|---|---|
| Highlights early withdrawal interest penalties as a mandatory risk disclosure item. | Passed | Passed |
| Recommends retaining a portion in flexible liquid products. | Missed | Passed |
| Includes a re-confirmation checklist item verifying client awareness of premature redemption rules. | Passed | Passed |
The instructions your model reads when the skill loads.
这个 skill 面向银行财富管理的老年客户适配场景，强调在适当性匹配的基础上，把目标、期限、流动性与风险边界讲清楚、讲明白，并输出可直接用于对客沟通与合规留痕的适配结论。
test cases passed, vs 14 / 23 without
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