Finance Knowledge Base
/install finance-knowledge-base
\r \r
Financial Industry Knowledge Base Manager / 金融行业知识库\r
\r
English: AI-powered knowledge base manager — covers document organization, knowledge graph, and semantic search.\r \r 中文: 知识库管理器——覆盖文档组织、知识图谱、语义搜索。\r \r ---\r \r \r
金融监管最新动态 [2026-05-25更新]\r
\r | 动态类型 | 内容摘要 | 影响范围 |\r |---------|---------|---------|\r | 金融监管 | 2026年Q1:金融行业知识库需覆盖最新监管政策 | 知识库需新增2026年Q1监管政策相关条目 |\r | 金融监管 | 保险新规(车险/人身险/医疗险)、银行合规、证券信披等 | 知识库需新增2026年Q1监管政策相关条目 |\r | 金融监管 | 反洗钱和合规管理知识条目需大幅扩充 | 知识库需新增2026年Q1监管政策相关条目 |\r \r
数据截止: 2026-05-25 | 来源:证监会、NFRA、中证协、安永Q1分析\r 声明: 以上动态供参考,具体以官方最新发布为准\r \r
Industry Pain Points / 行业痛点\r
\r | Pain Point / 痛点 | Impact / 影响 | Solution / 本Skill解决方案 |\r |------------------|-------------|------------------------|\r | 知识分散 | 文档散落各处,难找 | 统一知识库管理 |\r | 知识孤岛 | 部门间知识不共享 | 跨部门知识共享 |\r | 更新滞后 | 制度更新后知识未同步 | 知识版本管理 |\r | 检索不准 | 关键词搜索效果差 | 语义搜索 |\r \r ---\r \r
Trigger Keywords / 触发关键词\r
\r English Triggers: knowledge management, knowledge base, document management, semantic search, RAG\r \r 中文触发词(优先): 知识库 / 知识管理 / 文档管理 / 语义搜索 / 知识图谱 / RAG / 检索 / 查询\r \r ---\r \r
Core Capabilities / 核心能力\r
\r
1. Document Organization / 文档组织\r
\r
KNOWLEDGE_STRUCTURE = {\r
"regulations": {\r
"banking": ["监管法规", "合规要求", "检查清单"],\r
"insurance": ["监管法规", "产品规则", "偿付能力"],\r
"securities": ["证监会规则", "交易所规则", "自律规则"]\r
},\r
"products": {\r
"banking": ["存款产品", "贷款产品", "理财", "信用卡"],\r
"insurance": ["寿险", "财险", "健康险", "团险"],\r
"securities": ["股票", "债券", "基金", "期权"]\r
},\r
"processes": {\r
"操作规程": [...],\r
"风险控制": [...],\r
"客户服务": [...]\r
}\r
}\r
```\r
\r
### 2. RAG Search / RAG检索\r
\r
```python\r
class KnowledgeBaseSearch:\r
"""知识库语义搜索"""\r
\r
def semantic_search(self, query: str, top_k: int = 5) -> list:\r
"""语义搜索"""\r
# 1. Query embedding\r
query_vector = embed_text(query)\r
\r
# 2. 向量相似度搜索\r
results = vector_search(query_vector, top_k)\r
\r
# 3. Reranking\r
reranked = rerank(query, results)\r
\r
# 4. 生成答案\r
context = "\
".join([r["content"] for r in reranked])\r
answer = generate_answer(query, context)\r
\r
return {\r
"answer": answer,\r
"sources": reranked\r
}\r
```\r
\r
---\r
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## Disclaimer\r
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This skill provides knowledge management tools for educational purposes.\r
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install finance-knowledge-base - After installation, invoke the skill by name or use
/finance-knowledge-base - Provide required inputs per the skill's parameter spec and get structured output
What is Finance Knowledge Base?
Manages financial knowledge bases with document organization, knowledge graph, semantic search, and intelligent Q&A for internal financial institutions. It is an AI Agent Skill for Claude Code / OpenClaw, with 53 downloads so far.
How do I install Finance Knowledge Base?
Run "/install finance-knowledge-base" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Finance Knowledge Base free?
Yes, Finance Knowledge Base is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Finance Knowledge Base support?
Finance Knowledge Base is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Finance Knowledge Base?
It is built and maintained by lingfeng-19 (@gechengling); the current version is v3.0.1.