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crs-report-generator
by
MasterBenC
· GitHub ↗
· v1.0.0
418
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1
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1
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Install in OpenClaw
/install crs-report-generator
Description
从银行/券商PDF流水自动提取信息,生成美化的CRS金融账户信息申报表。支持PDF解析、数据提取、表格生成。
README (SKILL.md)
CRS 申报表生成工具
从银行/券商的PDF流水(、月结单、资产报告等)自动提取信息,生成符合CRS标准的金融账户信息申报表。
功能
- 📄 PDF解析 - 自动从PDF提取客户信息、账户信息、交易记录
- 📊 表格生成 - 生成专业美化的Excel表格
- 👤 信息脱敏 - 自动去除敏感信息,只保留模板
- 💰 多币种支持 - HKD、USD、CNH、JPY等
使用场景
- 客户有海外银行/券商账户
- 需要做CRS申报
- 从券商获取月度账单/PDF流水
- 生成标准申报表格
使用方法
1. 接收PDF文件
用户上传银行/券商的PDF流水(月结单、资产报告等)
2. 自动提取信息
脚本会从PDF中提取:
- 客户姓名
- 账户号码
- 账户类型
- 账户余额/价值
- 交易记录
- 费用明细
3. 生成申报表
输出美化版Excel表格,包含:
- 账户持有人信息
- 金融机构信息
- 账户余额/价值
- 交易记录凭证
- 费用明细
技术栈
- Python 3.x
- pdfplumber / PyPDF2 - PDF解析
- openpyxl - Excel生成
- BeautifulSoup - 网页解析
示例
用户: 帮我处理这个券商流水生成CRS申报表
AI: 请上传PDF文件,我会自动提取信息生成CRS申报表
用户: [上传富途证券月结单PDF]
AI: 已提取以下信息:
- 客户: [姓名]
- 账户: [账号]
- 期末资产: [金额]
需要补充:
- 客户身份证号(TIN)
- 金融机构完整名称
用户: [补充缺失信息]
AI: ✅ CRS申报表已生成,已发送给你!
注意事项
- PDF需要是文本类型(非图片扫描)
- 部分信息可能需要人工补充
- 生成的表格仅供参考,实际申报需专业人士审核
更新日志
- 2026-03-02: v2.0 美化表格样式,增加脱敏功能
- 2026-02-27: v1.0 初始版本
Usage Guidance
This skill appears to do what it says: extract text from text-based PDFs and produce a beautified Excel CRS report. Before installing/using it, consider:
- Run it offline or in an isolated environment when processing real customer PII because PDFs contain sensitive data.
- Ensure your PDFs are text (not scanned images); the script uses pdfplumber and will not OCR images.
- Verify the claimed '脱敏' behavior on sample data — the code does not implement clear automatic redaction, so you should manually inspect outputs before sharing.
- Install and audit dependencies locally (pip install pdfplumber openpyxl) and review the script if you need guarantees about data handling (no network calls are present in the code).
- Test with non-sensitive example files first and confirm output meets regulatory/compliance needs; final submissions should be reviewed by a qualified professional as the SKILL.md itself advises.
Capability Analysis
Type: OpenClaw Skill
Name: crs-report-generator
Version: 1.0.0
The skill bundle is classified as suspicious due to a critical discrepancy between the stated functionality in `SKILL.md` and the actual behavior of `scripts/crs_generator.py`. The `SKILL.md` claims "信息脱敏 - 自动去除敏感信息,只保留模板" (Information desensitization - automatically remove sensitive information, only retain the template), but the Python script `crs_generator.py` extracts sensitive financial data (client name, account number, balances, transactions) from the input PDF and writes it directly into the generated Excel report without any desensitization. This misrepresentation could lead to unintentional disclosure of sensitive user data, as users might believe their information is anonymized when it is not.
Capability Assessment
Purpose & Capability
The script implements PDF text extraction (via pdfplumber) and Excel generation (openpyxl), which aligns with the skill description. Minor inconsistencies: SKILL.md lists BeautifulSoup in the tech stack but the included script does not import or use it, and the SKILL.md claims an automatic '信息脱敏' (data masking) feature while the script provides only placeholder defaults and does not perform explicit redaction logic.
Instruction Scope
SKILL.md instructs users to upload text-based PDFs and describes extraction and table generation; the script follows that flow and only reads the provided PDF and writes an XLSX. It does not reference unrelated system files or environment variables. The only scope concern is the claimed automatic desensitization: the runtime code does not contain explicit masking/sanitization routines beyond using placeholder defaults when fields are missing.
Install Mechanism
No install spec is provided (instruction-only skill) and the included script relies on common Python libraries. This is low-risk from an installation perspective; nothing is downloaded or executed automatically by an installer.
Credentials
The skill requires no environment variables, credentials, or config paths. The code does not attempt to read secrets or external configs, which is proportionate to its stated functionality.
Persistence & Privilege
always is false and the skill does not request persistent privileges or modify other skills or system-wide settings. It runs locally against user-supplied PDFs and writes output files only.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install crs-report-generator - After installation, invoke the skill by name or use
/crs-report-generator - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Major update: Adds advanced features for automated CRS report generation from PDF bank/broker statements.
- New: Automatically extracts customer and account data from PDF statements.
- New: Generates polished, professional Excel CRS reports.
- New: Supports data masking to remove sensitive info.
- New: Multi-currency handling (HKD, USD, CNH, JPY, etc.).
- Note: Supports only text-based PDFs; manual input may be required for some fields.
Metadata
Frequently Asked Questions
What is crs-report-generator?
从银行/券商PDF流水自动提取信息,生成美化的CRS金融账户信息申报表。支持PDF解析、数据提取、表格生成。 It is an AI Agent Skill for Claude Code / OpenClaw, with 418 downloads so far.
How do I install crs-report-generator?
Run "/install crs-report-generator" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is crs-report-generator free?
Yes, crs-report-generator is completely free (open-source). You can download, install and use it at no cost.
Which platforms does crs-report-generator support?
crs-report-generator is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created crs-report-generator?
It is built and maintained by MasterBenC (@masterbenc); the current version is v1.0.0.
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