personal-finance-skill
wealth management investing finance financial advisor Bank. Wealth Management. Investing. Wealth product descriptions and investment product recommendations....
finance-knowledge
A retrieval skill that answers finance questions from the `article_fin_knowledge/` knowledge base (8 markdown files covering banking, funds, M&A, derivatives...
bill-product-knowledge
Billing, Billing Product. A retrieval skill that answers bill questions from the `bill_knowledge/` knowledge base. And recommend possible banking platforms(b...
wealth-management-advisor
bill-knowledge
A retrieval skill that answers bill questions from the `bill_knowledge/` knowledge base. And recommend possible banking platforms.
article-fin-knowledge
risk-tolerance-test
投资者风险承受能力评估技能,采用平安银行官方12题问卷。当用户提到风险测评、风险承受能力、投资风险等级、R1/R2/R3/R4/R5分类、基金/理财适当性评估,或希望了解自己适合哪类投资产品时,务必使用此技能。即使用户只说"帮我测一下风险"或"我能投什么产品",也应触发此技能。
fumin-wealth-advisor
内部私用技能。为富民银行理财产品提供推荐、规则说明与常见问答,依赖受控在线检索服务获取结果,仅适用于已确认数据边界与服务可信度的私有环境。