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advisory-planning-json

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Generate structured JSON outputs for private wealth advisory planning tasks that use the task-group advisory API, including Roth/RMD conversion summaries, ILIT Crummey funding cycles, GRAT versus CRAT trust comparisons, and combined estate liquidity action plans. Use when the prompt provides API_BASE or an advisory API base URL, a client ID, request memo, and answer_template.json.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/codex/fewshot_attempt_02/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Advisory Planning JSON

## Core Workflow

1. Read `prompt.txt`, `payloads/request_memo.md`, and `payloads/answer_template.json`.
2. Infer `client_id`, `task_id`, requested `analysis_type`, and any memo horizon year before querying the API.
3. Query only the advisory API records needed for that client. Prefer client-filtered calls such as `/api/source-documents?client_id=...`, `/api/retirement-accounts?client_id=...`, `/api/life-insurance?client_id=...`, and `/api/trust-candidates?client_id=...`, plus `/api/clients/{client_id}`, `/api/policies/tax`, and `/api/rmd-factors`.
4. Resolve conflicting facts by source priority: `SIGNED_PROFILE`, then `ATTORNEY_MEMO`, then `CUSTODIAN_EXPORT`, then `CRM_NOTE`, then `STALE_MARKETING_INTAKE`. Retirement account values control from `CUSTODIAN_EXPORT`; trust candidate asset assumptions control from `ATTORNEY_MEMO`; life insurance policy records are treated as `SIGNED_PROFILE` unless the record carries a source.
5. Return only the final JSON object. Use JSON numbers for money rounded to cents, booleans for boolean fields, and ISO `YYYY-MM-DD` strings for dates.

## Helper Script

Use the bundled solver for the known advisory task family:
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