CF Wealth Copilot Digital Employee
覆盖客户机会扫描、外呼触达、配置策略、投教问答、资产诊断、资产配置优化、工作复盘、投资陪伴等全流程。理财顾问的全能财富管理助手。
覆盖客户机会扫描、外呼触达、配置策略、投教问答、资产诊断、资产配置优化、工作复盘、投资陪伴等全流程。理财顾问的全能财富管理助手。
As a process F 25/100 · No process to follow — References files that are not bundled: planning-logic.md
ProcedureSecurityWriting and documentsSales and CRMtype and topics are labelled automatically from the skill text
How to improve
- Say in the description WHEN to use the skill ("use when…", example requests): that is the agent's main cue.
- The SKILL.md body is over 5,000 tokens: move reference detail into references/ and load it when needed.
- The text references files that are not there: add them or drop the references.
For the model run — optional
- Your own cases (evals/evals.json, 4–6 real requests with expected answers): the full check would then run those instead of a model-drafted suite.
- A spec.yaml with trigger phrases and assertions — a behaviour contract for CI; `skilltest init` writes a template.
Guard findings · 0
✓ No critical or high findings
Files scanned: 2. Evidence is masked. Grey chips explain why severity was lowered.
Against the Agent Skills spec
- warning
name-formatname should be kebab-case (lowercase letters, digits, hyphens) - warning
description-no-whendescription does not say WHEN to use the skill (no "use when") - warning
body-longSKILL.md body ≈ 18393 tokens (recommended < 5000); move details to references/ - warning
missing-refreference to a missing file: planning-logic.md - note
frontmatter-keyunknown frontmatter key "slug" - note
frontmatter-keyunknown frontmatter key "capabilities"
Process rating: all ten parameters 25/100
Will not run. References files that are not bundled: planning-logic.md
- 0Tools and files. 1 referenced file(s) missing: planning-logic.md
- 0Result and completion. Does not say what the result is
- 0Inputs and preconditions. Does not say what the process needs to start
- 0Failures and branches. Linear process with no failure handling
- 0Progress reporting. Says nothing while it works
- 10Execution cost. Instruction body is 18393 tokens: crowds the task out of the window
- 20When it triggers. No condition that starts the skill
- 40Consistency. Frontmatter name (Wealth Copilot Digital Employee) differs from the folder (wealth-copilot-digital-employee)
- 100Steps. 734 steps
- 100Running it twice. No mutating operations
- medium Safety rules and hard prohibitions inside a skill: they belong in the system prompt, here they protect nothing
- low 162 top-level sections: this looks like several domains in one skill
Everything here is measured from the skill text rather than judged by a model, so the numbers are checkable. A parameter weighs more when it is a more common reason for the process to stall.
Quality signals
- +5Description has no quoted example phrases that should trigger the skill
- +4Description does not say when NOT to use the skill (false activations)
- +3Description length 64: 120–800 characters recommended
- +3Output format is not stated: the model decides each time
- +1No license
- +2Single-language instructions
- +4Structure: 422 headings
- +3Step-by-step instructions: 734 items
- +4Has examples (60 code blocks)
Quality base 70; lint remarks subtract, signals add up to 100. Result: 46.
External checks
ClawHub: clean
This is a disclosed reference workflow for wealth-management staff, not an executable skill, with sensitive financial-data handling bounded by human review and institutional controls.
LLM: benign (high) · VirusTotal: · 25 Sept 2026