ci-credit-memo
CommunityAutomated C&I credit memos with citations.
Authorgregjacobi
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill streamlines the end-to-end underwriting process for Commercial & Industrial loans by guiding bankers through interviews, aggregating data from MCP sources, and generating fully formatted memos with precise citations.
Core Features & Use Cases
- Multi-source data gathering from Morningstar, S&P, Aiera, and LSEG with citation tracking
- Interview-driven data collection for public and private borrowers
- Automated financial analysis and memo generation using standardized templates
- Demo mode support for training with clear disclaimers
- Handles collateral and covenants considerations within the memo
Quick Start
Provide basic borrower and loan details to begin generating a fully formatted credit memo with citations.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: ci-credit-memo Download link: https://github.com/gregjacobi/Banks/archive/main.zip#ci-credit-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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