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当用户在银行财富管理场景下需要做需求洞察、成因拆解、指标解读或专题诊断,并希望输出结构化结论与沟通提示时使用本技能。适合支持理财经理、私行顾问完成客户目标、风险偏好与市场环境的综合判断。
Passed 15 of 23 test cases with the skill, and 9 of 23 without it.
and 7 more in the full report
6 fixed9 passed either way8 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.
客户张先生(C3型)持有的2000万元固定收益类集合理财到期后,突然提出全额赎回并提现现金,理财经理认为其可能受到外部跟风传言影响。请进行客户需求诊断,理财经理希望将原因分为外部市场与个人心理。请输出结构化诊断报告。
| Checked | Without skill | With skill |
|---|---|---|
| Categorizes driver analysis into '主驱动', '次驱动', and '待确认驱动'. | Missed | Passed |
| Explicitly distinguishes '事实' from '解释' and '推断'. | Missed | Passed |
The instructions your model reads when the skill loads.
本技能用于银行财富管理场景的“需求洞察”类分析,把客户目标、风险承受能力、期限与流动性约束、家庭资产结构、产品池与市场环境,转化为可沟通、可解释、可合规的诊断结论与后续动作建议。输出强调证据链、驱动项解释和后续追问方向,帮助理财经理/私行顾问推动下一步配置与沟通。
test cases passed, vs 9 / 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.