Financial Analysis
codexCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
20 skills · 1 MCP server
0
codex
KYC Screener
Parses onboarding docs, runs the rules engine, flags gaps
Plugin kyc-screener in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (4)
kyc-doc-parseParse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.
kyc-rulesApply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.
kyc-screenerParses an onboarding document packet, runs the firm's KYC/AML rules engine, screens against sanctions and PEP lists, and flags gaps for escalation. Use for new-client onboarding or periodic refresh — not for transaction monitoring.
xlsx-authorProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for headless Codex sessions with no open Office app.
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