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gechengling

Finance Knowledge Base

by lingfeng-19 · GitHub ↗ · v3.0.1 · MIT-0
cross-platform ✓ Security Clean
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Install in OpenClaw
/install finance-knowledge-base
Description
Manages financial knowledge bases with document organization, knowledge graph, semantic search, and intelligent Q&A for internal financial institutions.
README (SKILL.md)

\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
\r
## Disclaimer\r
\r
This skill provides knowledge management tools for educational purposes.\r
Usage Guidance
Installers should know this skill may be invoked for generic knowledge-base or search requests, not only financial-industry work. Its regulatory content should be treated as reference material and checked against official sources for real compliance use.
Capability Assessment
Purpose & Capability
The stated purpose, finance knowledge-base management, document organization, semantic search, and Q&A, is coherent with the artifact content and examples.
Instruction Scope
The trigger keywords include generic terms such as knowledge base, document management, search, query, and RAG, so the skill may activate outside finance-specific contexts.
Install Mechanism
The package contains only SKILL.md; static metadata shows no executable scripts, dependencies, install hooks, or package-manager activity.
Credentials
The artifact does not request credentials, local file access, network access, account access, or broad indexing authority; the Python block is illustrative pseudocode.
Persistence & Privilege
No persistence mechanism, background process, privilege escalation, credential/session handling, or mutation authority is present.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install finance-knowledge-base
  3. After installation, invoke the skill by name or use /finance-knowledge-base
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v3.0.1
Version 3.0.1 — Adds updated regulatory content and enhances knowledge management features. - Updated regulatory knowledge base with 2026 Q1 policy changes and latest compliance/anti-money laundering items. - Expanded Chinese content and core use cases; improved pain point and solution mapping. - Clarified trigger keywords for English and Chinese usage. - Outlined core capabilities, including document organization and semantic (RAG) search processes. - Improved bilingual documentation for broader accessibility.
Metadata
Slug finance-knowledge-base
Version 3.0.1
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

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.

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