Individual skill
deal-workbench-ma-review
Prepare structured M&A deal-workbench JSON deliverables from a task prompt and answer template, including buyer or seller APA/SPA issue registers, closing and economics packages, committee escalation memoranda, carveout transition reviews, and deviation matrices. Use when Codex must gather deal records, draft terms, playbook or policy rules, consents, regulatory facts, employees, material contracts, benchmarks, risk estimates, diligence records, notes, and then return schema-conforming JSON with calculated amounts, priorities, blockers, and stable source IDs.
experiments/codex_gpt5_5_xhigh/reports/skills/task_group_020/reflect-3/reflect-3_attempt_03/SKILL.md
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- Apache-2.0
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# Deal Workbench M&A Review
## Core Workflow
1. Read the user prompt and the provided answer template before drafting anything.
2. Treat the answer template as controlling. Preserve required top-level fields, enum spellings, stable issue/redline IDs, nullability, array names, and ordering instructions.
3. Gather only records for the target deal ID. Use the workbench UI, APIs, or allowed read-only query access named in the task prompt. Do not import facts from similarly named or adjacent projects.
4. Build a compact source map: deal economics, current draft terms, playbook or policy thresholds, consents, regulatory records, employees, material contracts, diligence findings, benchmarks, risk estimates, notes, and documents.
5. Compare current draft terms to the applicable playbook or policy. Exclude stale terms unless the template explicitly asks to list excluded distractors.
6. Add missing-required-term issues only when the prompt, template stable IDs, playbook/policy, or surrounding deal records show that an affirmative provision is needed.
7. Return only valid JSON. Do not include narrative outside the JSON.
## Template Fidelity
