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reference-data

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Master financial data systems.

Finance & Accounting#reference data#data governance#identifier mapping#security master#client master#pricing data
AuthorJoelLewis
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps you design and manage critical reference data systems, ensuring accuracy and consistency across your financial operations.

Core Features & Use Cases

  • Security Master Design: Build authoritative repositories for instrument data.
  • Identifier Mapping: Link CUSIP, ISIN, SEDOL, and FIGI across systems.
  • Client & Account Management: Establish robust models for client and account data.
  • Pricing Validation: Implement checks to ensure data accuracy and timeliness.
  • Data Governance: Define ownership, stewardship, and quality metrics.
  • Use Case: When onboarding a new client, ensure all their account details, identifiers, and associated securities are correctly captured and mapped in the master data systems.

Quick Start

Use the reference-data skill to design a security master database for an asset manager.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: reference-data
Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#reference-data

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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