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当需要在银行财富管理场景下输出客户陪伴周报、周度摘要与跟进计划时使用本技能,适合将多来源材料整理为结构化周度内容、重点事项与后续动作。
Passed 22 of 23 test cases with the skill, and 16 of 23 without it.
and 6 more in the full report
6 fixed16 passed either way1 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 6 test cases the skill fixed. Same model, same prompt, with and without the skill.
请针对私行客户林女士(C4成长型)生成本周陪伴报告。本周沟通记录显示客户拟增加权益配置,下一步动作包括:联系产品专家进行组合诊断、下周二前发送新发基金资料、安排理财经理进行上门拜访。请整理后续跟进动作清单。
| Checked | Without skill | With skill |
|---|---|---|
| The response assigns a specific owner to each action item in the follow-up list. | Passed | Passed |
| The response assigns an explicit priority level to each action item in the follow-up list. | Missed | Passed |
The instructions your model reads when the skill loads.
面向银行财富管理场景的客户陪伴周报助手,用于将客户目标、风险偏好、持仓变化、市场事件与沟通记录等多来源材料整理成可交付的周度陪伴内容。输出以“周度节奏、重点事项、后续动作”为核心,确保合规、可执行、可追踪。
必填信息(至少满足其中三类)
可选信息
test cases passed, vs 16 / 23 without
Published skills whose descriptions closely match this one, with their headline benchmark lift.
More skills from the same source and nearby in the registry, with their headline benchmark lift.