Informe de auditoría del skill
client-onboarding Informe de auditoría.
Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.
Trust Score de OpenAgentSkill
Trust Score de OpenAgentSkill
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
Adopción en GitHub
Info62
183 estrellas de GitHub
Actividad de stars/forks
Advertencia57
183 estrellas y 35 forks; la actividad de issues no está disponible en los metadatos actuales
Mantenimiento reciente
Aprobado88
3 meses desde el último push
Claridad de licencia
Aprobado86
MIT
Completitud de README/SKILL.md
Info76
Los metadatos públicos necesitan más contexto de README/SKILL.md
Riesgo de dependencias/runtime
Info74
network or browser surface, database surface
Disponibilidad de instalación
Aprobado92
npx skills add JoelLewis/finance_skills --skill client-onboarding
Seguridad del comando de instalación
Aprobado92
Ruta estándar de paquete o instalación en tiempo de ejecución
Superficie de permisos
Advertencia60
filesystem or document access, network or browser access
Evidencia del repositorio
Aprobado86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding
Estado de revisión
Aprobado88
Hay datos de revisión por IA disponibles
Resultados comprobados por Agent
Info54
Aún no hay datos de resultados del Agent
Comprobaciones
Revisión de instalación y adopción
Ruta de instalación
92
npx skills add JoelLewis/finance_skills --skill client-onboarding
Repositorio
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding
Licencia
86
MIT
Mantenimiento
88
3 meses desde el último push
Revisión por IA
88
Approved with no listed issues
Completitud de README/SKILL.md
84
Usable description available
Riesgo de dependencias
74
network or browser surface, database surface
Seguridad del comando de instalación
92
Ruta estándar de paquete o instalación en tiempo de ejecución
Superficie de permisos
60
filesystem or document access, network or browser access
Actividad de stars/forks
57
183 estrellas y 35 forks; la actividad de issues no está disponible en los metadatos actuales
Adopción
68
183 estrellas de GitHub
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Advertencias
- Permission surface may require sandboxing
- Financial research output is not financial advice; require human review before any live investment decision
- Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required
- Financial research output is not financial advice; require human review before any live investment decision.
- This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.
- Quality score needs review
- Permission surface needs review: filesystem or document access, network or browser access
- Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata
- Permission surface: filesystem or document access, network or browser access
Método
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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