agentCLAWHUBUnverified

Finance Knowledge Base

Manages financial knowledge bases with document organization, knowledge graph, semantic search, and intelligent Q&A for internal financial institutions. Skill: Finance Knowledge Base Owner: gechengling Summary: Manages financial knowledge bases with document organization, knowledge graph, semantic search, and intelligent Q&A for internal financial institutions. Tags: banking:5.0.0, dianjin:5.0.0, finance:5.0.0, finance-knowledge-base:5.0.3, insurance:5.0.0, latest:5.0.3 Version history: v5.0.3 | 2026-09-15T14:10:27.273Z | user 内容增强:按成熟骨架整体重写扩充(3188→8613字符);痛点表新增量化基线与

OpenClaw

Rank

62

Safety

84

Downloads

1.1k

Updated

Oct 11, 2026

Version

5.0.3

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 1.2K downloads reported by the source. Last updated 10/11/2026.

Avoid when

  • Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor
Clawhubvendor · observed Oct 11, 2026
Protocol compatibility
OpenClawcompatibility · observed Oct 11, 2026
Adoption signal
1.2K downloadsadoption · observed Oct 11, 2026
Latest release
5.0.3release · observed Sep 15, 2026
Handshake status
UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s17ewqc4f2s6gpcbm88hy7fgvn85kg1g:finance-knowledge-base
  1. Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
  2. Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-finance-knowledge-base/snapshot"

Documentation

CLAWHUB

40,444 characters of source documentation, loaded on request.

Extracted files

3 files captured from the source.

SKILL.md

---
name: Financial Industry Knowledge Base Manager
slug: finance-knowledge-base
description: AI-powered financial industry knowledge base manager — covers document organization, knowledge graph construction, semantic search, and intelligent Q&A. Built for financial institutions' internal knowledge management. Keywords: knowledge management, knowledge base, document management, semantic search, RAG, 知识库, 知识管理, 文档管理, 语义搜索, RAG, 知识图谱, 智能问答, 文档检索, 内部知识库, 企业知识管理.
version: 5.0.3

capabilities:
  - educational-reference
  - advisory-only
  - requires-human-review
  - illustrative-code-snippets
---

# Financial Industry Knowledge Base Manager / 金融行业知识库

> **⚠️ SECURITY NOTICE / 安全声明**
> - **Type:** Educational reference / analytical framework ONLY
> - **Code snippets in this document are illustrative reference material** — they show a
>   structure you can adapt in your own environment. Nothing here is executed, and no
>   scripts, binaries, or installers are bundled.
> - **No persistent storage, network calls, background execution, or credential collection**
> - **All outputs are for reference only and require human review before real-world application**
> - **This skill does NOT provide financial, legal, or insurance advice**
> - **Users must exercise their own judgment and consult qualified professionals**

> **English:** AI-powered knowledge base manager — covers document organization, knowledge graph, and semantic search.
>
> **中文:** 知识库管理器——覆盖文档组织、知识图谱、语义搜索、版本治理与智能问答。

---

## Industry Pain Points / 行业痛点

| Pain Point / 痛点 | Impact / 影响 | 量化基线(示例口径) | Solution / 本Skill解决方案 |
|------------------|-------------|-------------------|------------------------|
| **知识分散** | 文档散落各处,难找 | 平均查找一份制度耗时 10–20 分钟 | 统一知识库管理 |
| **知识孤岛** | 部门间知识不共享 | 同一问题在三处重复起草 | 跨部门知识共享与唯一来源 |
| **更新滞后** | 制度更新后知识未同步 | 新旧版本并存,误用旧口径 | 知识版本管理与失效标记 |
| **检索不准** | 关键词搜索效果差 | 关键词命中但答非所问 | 语义搜索 + 重排 |
| **口径不一** | 同一指标多种解释 | 同一报表出现 2 套口径 | 指标口径登记与唯一来源 |
| **无人负责** | 知识无人维护 | 文档平均两年未复核 | 责任人 + 复核周期 |

---

## Trigger Keywords / 触发关键词

**English Triggers:** knowledge management, knowledge base, document management, semantic search, RAG, knowledge graph

**中文触发词(优先):** 知识库 / 知识管理 / 文档管理 / 语义搜索 / 知识图谱 / RAG / 文档检索 / 知识治理 / 口径登记 / 制度归档 / 内部知识库

> 触发边界:本技能面向**金融机构内部知识管理**场景(制度、产品、流程、口径类知识)。
> 通用笔记整理、个人待办、日程安排等不属于本技能范围。

---

## Core Capabilities / 核心能力

### 1. Document Organization / 文档组织

```python
# 示例:知识分类骨架(供参考,可按机构实际调整)
KNOWLEDGE_STRUCTURE = {
    "regulations": {
        "banking": ["监管法规", "合规要求", "检查清单"],
        "insurance": ["监管法规", "产品规则", "偿付能力"],
        "securities": ["证监会规则", "交易所规则", "自律规则"]
    },
    "products": {
        "banking": ["存款产品", "贷款产品", "理财", "信用卡"],
        "insurance": ["寿险", "财险", "健康险", "团险"],
        "securities": ["股票", "债券", "基金", "期权"]
    },
    "processes": {
        "操作规程": ["受理", "审批", "复核", "归档"],
        "风险控制": ["识别", "计量", "监测", "报告"],
        "客户服务": ["咨询", "办理", "投诉", "

_meta.json

{
  "ownerId": "kn74e704j3ygjcygnpf02rdvd185js13",
  "slug": "finance-knowledge-base",
  "version": "5.0.3",
  "publishedAt": 1789481427273
}

skill-card.md

## Description:

Manages financial knowledge bases with document organization, knowledge graph construction, semantic search, lifecycle governance, and intelligent Q&A for financial institutions' internal knowledge management.

This skill is ready for commercial/non-commercial use.

## Publisher:

[gechengling](https://clawhub.ai/user/gechengling)

### License/Terms of Use:

MIT-0

## Use Case:

Employees, knowledge managers, business teams, and compliance reviewers at financial institutions use this skill to organize internal policy, product, process, metric, and FAQ knowledge. It helps structure document taxonomies, knowledge graphs, semantic retrieval workflows, lifecycle governance, and answer-review practices.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: Users may treat reference guidance or sample snippets as financial, legal, insurance, or compliance advice.

Mitigation: Use the skill as educational reference material only and require responsible business, legal, or compliance review before operational use.

Risk: Internal financial documents may contain customer, account, or other sensitive information.

Mitigation: Use appropriately scoped internal documents, de-identify customer data, maintain access controls, and avoid placing sensitive content in a general knowledge base.

Risk: Knowledge-base answers can become incorrect if they cite outdated, superseded, or unsupported material.

Mitigation: Require source and version attribution, mark obsolete content, maintain lifecycle review records, and prefer refusal when no reliable source is available.

## Reference(s):


## Skill Output:

**Output Type(s):** [Text, Markdown, Code, Guidance]

**Output Format:** [Markdown guidance with tables, checklists, prompt templates, and illustrative code snippets]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Advisory outputs require human review and source/version checks before operational use.]

## Skill Version(s):

5.0.3 (source: release evidence and frontmatter)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
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Machine-readable data

The same record, as JSON, for agents and crawlers.

{
  "facts": [
    {
      "factKey": "vendor",
      "category": "vendor",
      "label": "Vendor",
      "value": "Clawhub",
      "href": "https://clawhub.ai/gechengling/skills/finance-knowledge-base",
      "sourceUrl": "https://clawhub.ai/gechengling/skills/finance-knowledge-base",
      "sourceType": "profile",
      "confidence": "medium",
      "observedAt": "2026-10-11T05:11:30.037Z",
      "isPublic": true
    },
    {
      "factKey": "protocols",
      "category": "compatibility",
      "label": "Protocol compatibility",
      "value": "OpenClaw",
      "href": "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-finance-knowledge-base/contract",
      "sourceUrl": "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-finance-knowledge-base/contract",
      "sourceType": "contract",
      "confidence": "medium",
      "observedAt": "2026-10-11T05:11:30.037Z",
      "isPublic": true
    },
    {
      "factKey": "traction",
      "category": "adoption",
      "label": "Adoption signal",
      "value": "1.2K downloads",
      "href": "https://clawhub.ai/gechengling/finance-knowledge-base",
      "sourceUrl": "https://clawhub.ai/gechengling/finance-knowledge-base",
      "sourceType": "profile",
      "confidence": "medium",
      "observedAt": "2026-10-11T05:11:30.037Z",
      "isPublic": true
    },
    {
      "factKey": "latest_release",
      "category": "release",
      "label": "Latest release",
      "value": "5.0.3",
      "href": "https://clawhub.ai/gechengling/finance-knowledge-base",
      "sourceUrl": "https://clawhub.ai/gechengling/finance-knowledge-base",
      "sourceType": "release",
      "confidence": "medium",
      "observedAt": "2026-09-15T14:10:27.273Z",
      "isPublic": true
    },
    {
      "factKey": "handshake_status",
      "category": "security",
      "label": "Handshake status",
      "value": "UNKNOWN",
      "href": "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-finance-knowledge-base/trust",
      "sourceUrl": "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-finance-knowledge-base/trust",
      "sourceType": "trust",
      "confidence": "medium",
      "observedAt": null,
      "isPublic": true
    }
  ],
  "events": [
    {
      "eventType": "release",
      "title": "Release 5.0.3",
      "description": "内容增强:按成熟骨架整体重写扩充(3188→8613字符);痛点表新增量化基线与口径登记项;新增知识分层与责任人对照表、命名与归档规范表;新增知识图谱模块(实体表、关系表、构建四步);检索模块新增分块策略对照表、效果评估表与拒答原则;新增版本与生命周期治理模块(五阶段留痕表、版本冲突处理表);新增智能问答答案要素表与质量抽检表、治理检查清单、数据使用与安全纪律表;新增4组指令模板与监管动态表(截至 2026-09-15);修正能力声明与正文含示例代码不一致的问题",
      "href": "https://clawhub.ai/gechengling/finance-knowledge-base",
      "sourceUrl": "https://clawhub.ai/gechengling/finance-knowledge-base",
      "sourceType": "release",
      "confidence": "medium",
      "observedAt": "2026-09-15T14:10:27.273Z",
      "isPublic": true
    }
  ]
}

Record generated Oct 11, 2026.

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