pre-visit-plan - Generate a corporate customer pre-visit plan
Generates a pre-visit planning report from customer, historical, risk, and industry data, covering objectives, materials, communication strategy, and risk alerts.
Tags
Updated: 2026-10-05Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Validate visit inputs
- Retrieve customer core data
- Enumerate historical documents
- Read key historical files
- Scan recent risk signals
- Research industry developments
- Assess visit type
- Generate visit strategy
- Format planning report
- Validate report compliance
- Create audit log
Inputs
- Customer name
- Visit date
- Visit purpose
- Special focus areas
- Data time range
- Industry classification code
- Customer profile data
- Deposit and AUM data
- Credit utilization data
- Transaction records
- Historical due diligence reports
- Historical visit records
- Credit approval summaries
- Risk warning records
- Industry research data
- User-provided customer information
Outputs
- Pre-visit planning report
- Risk alerts
- Visit objectives
- Materials checklist
- Communication strategy
- Audit log file
- Validation result
- Confirmation request
Requirements
- Access to customer information systems
- Access to image archives and file storage
- Access to risk warning data
- Access to industry research sources
- Preloaded customer 360 data
- Access to referenced templates and guides
- Ability to run validation script
- Permission to handle internal customer data
- Customer manager confirmation before delivery