Individual skill

ma-deal-workbench

Prepare schema-exact JSON work products from an M&A deal workbench. Use when Codex is asked to review APA/SPA terms, seller or buyer playbooks, committee policy thresholds, closing conditions, economics, transition packages, consents, regulatory facts, diligence findings, benchmarks, risks, notes, or related deal records and return only JSON conforming to a provided answer_template.json.

experiments/codex_gpt5_5_xhigh/reports/skills/task_group_020/fewshot/fewshot_attempt_01/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# M&A Deal Workbench JSON

## Core Workflow

1. Read the user prompt and the provided `input/payloads/answer_template.json` before querying data. Extract:
   - deal ID, project name, client side, counterparty, work product type, and applicable playbook or policy ID;
   - required units, rounding, enum values, stable issue IDs, ordering rules, and required top-level fields;
   - whether the task asks for all issues, only escalations, only transition issues, closing readiness, economics, or a deviation matrix.

2. Reach the running workbench only through the base URL supplied by the task or environment access file. Prefer the documented JSON APIs over the UI. Query all relevant records for the requested work product, commonly:
   - `GET /api/deals/<deal_id>`
   - `GET /api/deals/<deal_id>/terms`
   - `GET /api/playbooks/<playbook_id>/rules` or `GET /api/policies/<policy_id>/thresholds`
   - `GET /api/deals/<deal_id>/risk-estimates`