document-generation

在生成、审核或管理投资评审文件、合规申报材料，或处理客户往来函件时使用此方法。

SKILL.md

--- frontmatter

name: document-generation
description: Use when generating, reviewing, or managing investment review documents, compliance submissions, or client correspondence

Document Generation

Generating Documents

•generate_document — General document generation with optional template
•generate_investment_review — Specialised investment review document
•brew_document — Full review with compliance check (recommended)

Document Lifecycle

•Generate: Create the document using any of the tools above
•Retrieve: get_document to view a previously generated document
•Submit: submit_for_review to send for compliance review
•Templates: get_templates to see available document templates

Ingesting Data

•ingest_file — Parse CSV or XLSX files to extract holdings data
•Supports bulk upload of portfolio data for review preparation