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private-wealth-advisory-json

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Solve private wealth advisory JSON tasks using the task API, source-resolution rules, and deterministic estate, ILIT, trust, and Roth/RMD calculations.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/naive/fewshot_attempt_01/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Private Wealth Advisory JSON

Use this skill when a task asks for a structured private wealth advisory JSON response for a client. The task will provide `input/prompt.txt`, `input/payloads/request_memo.md`, and `input/payloads/answer_template.json`; the data comes from the advisory API exposed by the harness.

## Workflow

1. Read the prompt, request memo, and answer template.
2. Extract `client_id`, `task_id`, `analysis_type`, and any planning horizon from those files. If `task_id` is not in the files, infer it from the task directory name such as `test_001`.
3. Fetch the client data from the allowed API only:
   - `GET /api/clients/{client_id}`
   - `GET /api/source-documents`
   - `GET /api/retirement-accounts`
   - `GET /api/life-insurance`
   - `GET /api/trust-candidates`
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