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experiments/claude_code_kimi2_6_enabled/reports/skills/task_group_008/fewshot/fewshot_attempt_03/SKILL.md

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# Private Wealth Advisory Structured Output Skill

## Task Overview
Generate a structured JSON planning output for a private wealth advisory client by querying an advisory API, resolving conflicting source records, performing tax-aware calculations, and returning results that exactly conform to an answer template.

## API Access

- Base URL is exposed as the `API_BASE` environment variable after the shared environment starts.
- Query the API for: client records, source documents, account exports, life-insurance records, trust candidates, tax-policy constants, and RMD factors.
- Typical endpoint families:
  - `/clients/{client_id}` — profile, goals, demographics
  - `/clients/{client_id}/accounts` — custodian account balances (traditional IRA, Roth IRA, etc.)
  - `/clients/{client_id}/policies` — life insurance policy details
  - `/clients/{client_id}/trusts` — trust candidates and terms
  - `/tax-policy/constants` — estate tax rate, income tax brackets, annual gift exclusion
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