account-maintenance
account-maintenance is a Ticket handling & responses skill for AI agents, published by JoelLewis in the finance_skills repository on GitHub. Skillspace rates account-maintenance C (74/100) and it passed the safety scan; the rating is based on static analysis only.
Process account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating beneficiary designations after marriage, divorce, birth, or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot methods or fixing cost basis records, applying legal or compliance holds or Reg T freezes, setting up systematic withdrawals or standing instructions, processing a death notification and estate account setup, handling a QDRO, power of attorney, or guardianship, closing accounts and managing escheatment, or designing data quality review programs.
- Grade
- C
- Quality
- 74 / 100
- Safety
- Passed
- GitHub stars
- 151
Unproven: rated by static analysis only, not yet compared head-to-head.
Our two independent classifiers differ on this skill's category, so treat the placement as provisional.
This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.
Our review
- Architecture
- 99 / 100
- Maturity
- Structured: ships references or scripts
- Security scan
- No issues found
- License
- MIT
- Adoption
- Adopted by 0 other repositories, in 0 collections
- Scope
- Portable: works in any project. General financial account maintenance domain procedures
Not checked yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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