pre-visit-plan

pre-visit-plan is a Discovery & demos skill for AI agents, published by aliyun in the qwen-dianjin repository on GitHub. Skillspace rates pre-visit-plan C (77/100) and it passed the safety scan; a judge model has also reviewed it.

客户经理访前规划技能。基于客户全量数据(行内系统、影像档案、NFS文件、风险预警、行业信息),系统性生成访前准备报告,涵盖客户基本面回顾、近期动态分析、拜访目标设定、材料准备清单、沟通策略与风险提示。当用户要求生成拜访前准备报告、制定客户拜访计划、整理客户背景资料、规划营销拜访策略时使用此技能。触发词包括:"拜访前准备"、"访前规划"、"visit planning"、"customer visit preparation"、"拜访计划"、"客户背景分析"。不适用于:拜访后报告生成、授信审批决策、贷款审查、个人信贷访前规划、或无具体客户背景的一般行业研究。

Grade
C
Quality
77 / 100
Safety
Passed
GitHub stars
571

Placed #1 of 6 in the judged category final for Discovery & demos.

Not launch-quality. It is graded C with a clean safety verdict, but our quality filters exclude it: a model that read it found it written only for the repository it lives in. So it is not in our launch-quality set, the skills our MCP server searches and recommends. How launch-quality is decided

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
81 / 100
Maturity
Structured: ships references or scripts
Security scan
No issues found
License
Not declared. Check the repository before reusing it.
Adoption
Adopted by 0 other repositories, in 0 collections
Scope
Repo-internal: written for the repository it lives in. Requires a bank's internal customer/deposit systems and APIs

Judge review

Placed #1 of 6 in the judged category final for Discovery & demos.

  • Trigger9090
  • Instructions9393
  • Specificity9595
  • Safety9696
  • Disclosure8888
  • Maintenance9090
Enterprise-grade banking workflow with explicit PII masking rules, per-step data-source and confirmation-level metadata, and mandatory risk-flag surfacing before delivery.

Not checked yet

  • No blind task eval yet
  • Sibling files (scripts, references) not fetched; security scan covers SKILL.md only

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