OpenAgentSkill
GitHub200+

Rapport d’audit du skill

client-onboarding Rapport d’audit.

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'.

Bloqué · BloquerRisquéGénéré 14 oct. 2026Audit heuristique des métadonnées
77
Audit
75
Confiance
64
Qualité
83
Sécurité
88
Maintain
92
Installer

Trust Score OpenAgentSkill

75
Liste solide

Trust Score OpenAgentSkill

The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.

Adoption GitHub

Info

62

183 stars GitHub

Activité stars/forks

Avertissement

57

183 stars et 35 forks; l’activité des issues n’est pas disponible dans les métadonnées actuelles

Maintenance récente

Validé

88

3 mois depuis le dernier push

Clarté de licence

Validé

86

MIT

Complétude README/SKILL.md

Info

76

Les métadonnées publiques nécessitent davantage de contexte README/SKILL.md

Risque dépendances/runtime

Info

74

network or browser surface, database surface

Disponibilité de l’installation

Validé

92

npx skills add JoelLewis/finance_skills --skill client-onboarding

Sécurité de la commande d’installation

Validé

92

Chemin d’installation standard de package ou runtime

Surface de permissions

Avertissement

60

filesystem or document access, network or browser access

Preuve du dépôt

Validé

86

https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding

État de revue

Validé

88

Données de revue IA disponibles

Résultats prouvés par Agent

Info

54

Pas encore de données de résultats Agent

Vérifications

Revue d’installation et d’adoption

7 Validé · 13 Revue nécessaire

Chemin d’installation

92

Validé

npx skills add JoelLewis/finance_skills --skill client-onboarding

Dépôt

88

Validé

https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding

Licence

86

Validé

MIT

Maintenance

88

Validé

3 mois depuis le dernier push

Revue IA

88

Validé

Approved with no listed issues

Complétude README/SKILL.md

84

Validé

Usable description available

Risque de dépendances

74

Vérifier

network or browser surface, database surface

Sécurité de la commande d’installation

92

Validé

Chemin d’installation standard de package ou runtime

Surface de permissions

60

Vérifier

filesystem or document access, network or browser access

Activité stars/forks

57

Corriger

183 stars et 35 forks; l’activité des issues n’est pas disponible dans les métadonnées actuelles

Adoption

68

Info

183 stars GitHub

Financial decision safety

20

Corriger

Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.

Avertissements

  • 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

Méthode

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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