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Generates controlled implementation checklists for human review.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "execution-plan" skill from askskill: 1. Download https://raw.githubusercontent.com/microsoft/aibast-agents-library/main/solutions/portfolio-rebalancing/manual/skills/aibast_execution-plan_06/SKILL.md 2. Save it as ~/.claude/skills/aibast_execution-plan_06/SKILL.md 3. Reload skills and tell me it's ready
Based on this fictional record scope, prepare a human-controlled implementation checklist and identify which steps require human review.
A step-by-step checklist that separates observed evidence, calculated/inferred results, and next-step recommendations.
State whether any order was sent in this process, and list the available evidence.
A clear statement that no order was sent, with evidence backed by the synthetic snapshot.
Turn the review, approval, settlement, and verification steps into a human-review summary, and note that the result is not investment or financial advice.
A concise summary for human review, including the required disclaimer and a note that no external action occurred.
Use this when a team needs to review approval, settlement, and verification steps without triggering any real order or external action. It helps produce a checklist for human review.
Use this when a user asks for results tied to a specific fictional record or report scope. It reinforces using the exact scope and synthetic snapshot evidence.
Use it to present observed evidence, calculated or heuristic outputs, and proposed next steps separately, making human decision-making easier.
This document describes a human-controlled implementation checklist for the Portfolio Rebalancing Agent synthetic pilot. It requires identifying the exact fictional record or report scope, using the synthetic operating snapshot as evidence, separating observed evidence from calculated output and next steps, and stating that no external action occurred and no professional advice is provided.
Sequences review, approval, settlement, and verification steps without creating or routing an order.
Persona: Trading Supervisor
Prompt: Prepare the controlled implementation checklist and make clear whether any order was sent.
Expected synthetic evidence: VTI, No order.
It is for human-controlled implementation checklist questions, focused on review, approval, settlement, and verification steps. It does not create or route orders.
Provide the exact fictional record or report scope and use the synthetic operating snapshot as the evidence source. Also separate observed evidence, calculated results, and next steps.
No. The result must state that no approval, communication, filing, account change, payment, order, transaction, or other external action occurred, and name the authorized human review required.
Helps assess request context and approval level from synthetic procurement records.
Generate sentiment splits and recent excerpts from synthetic records.
Extract a source-coded problem list from synthetic clinical evidence deterministically.
Frames retirement scenarios with conservative, base, and higher-volatility assumptions.
Extract and summarize medication inventories from packaged synthetic clinical evidence.
Prioritize churn reviews with transparent evidence and suggested next steps.
Generates illustrative tax impact estimates for professional review.
Review implementation plans for gaps, assumptions, and sequencing before coding starts
Generate portfolio rebalancing candidates for licensed advisor review.
Analyze portfolio drift and identify allocation threshold breaches.
Execute detailed plans in batches with review checkpoints and course correction.
Rank a fictional contract portfolio to prioritize legal review attention.