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compliance-statement-library

Repository pattern for pre-approved financial disclosures and claim language.

$ 安裝

git clone https://github.com/gtmagents/gtm-agents /tmp/gtm-agents && cp -r /tmp/gtm-agents/plugins/financial-services/skills/compliance-statement-library ~/.claude/skills/gtm-agents

// tip: Run this command in your terminal to install the skill


name: compliance-statement-library description: Repository pattern for pre-approved financial disclosures and claim language.

Compliance Statement Library Skill

When to Use

  • Assembling marketing campaigns, sales decks, or product pages requiring disclosures.
  • Responding to regulator/legal review comments.
  • Updating messaging after rate changes, product updates, or new regulations.

Framework

  1. Statement Catalog – define taxonomy (product, channel, audience, regulation, status).
  2. Approval Metadata – reviewer, date, expiration, evidence references, risk level.
  3. Usage Guidelines – instructions on required pairing, placement, and typography.
  4. Localization & Accessibility – translations, readability requirements, alt-text guidelines.
  5. Change Control – versioning, diffs, and notification hooks for GTM teams.

Templates

  • Disclosure record form with required fields (text, context, owner, evidence, reviewer).
  • Usage checklist to confirm placement and pairing rules.
  • Version change log referencing prior statements.

Tips

  • Link statements to product SKUs/offers so updates cascade automatically.
  • Store short and long-form variants for different channels (email vs landing page).
  • Pair with review-financial-campaign and build-product-go-to-market for automation.

Repository

gtmagents
gtmagents
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gtmagents/gtm-agents/plugins/financial-services/skills/compliance-statement-library
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Updated5d ago
Added1w ago