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task-group-008-fewshot-attempt-01

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Solve private wealth advisory input/output tasks that require reading a request memo and answer template, querying the local advisory API, resolving conflicting client sources, calculating Roth/RMD, ILIT Crummey, GRAT/CRAT, and estate-liquidity outputs, and returning strict JSON.

experiments/codex_gpt5_5_xhigh/reports/skills/task_group_008/demonstration_skill/demonstration_skill_attempt_01/demonstration-skill-attempt-01/SKILL.md

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# Private Wealth Advisory JSON SOP

## Intake

1. Read the task prompt, request memo, and `answer_template.json`.
2. Extract `client_id`, engagement type, planning year, horizon year if stated, and the required output shape.
3. Query the advisory API using `API_BASE`:
   - `/api/clients/<client_id>` for household demographics, estate value, liquid assets, filing status.
   - `/api/source-documents?client_id=<client_id>` for signed profile, attorney memo, CRM/stale facts.
   - `/api/retirement-accounts?client_id=<client_id>` for IRA balances, return, RMD age, conversion years.
   - `/api/life-insurance?client_id=<client_id>` for ILIT policy/premium dates and death benefit.
   - `/api/trust-candidates?client_id=<client_id>` for GRAT/CRAT asset and payout assumptions.
   - `/api/policies/tax` for gift exclusion, estate exemption/rate, conversion bracket targets, CRAT constants.
   - `/api/rmd-factors` for age-based RMD divisors.