FSI Command: /proposal
Overview
This is the Hermes profile equivalent of the original Cowork slash command /proposal from wealth-management. Invoke it explicitly with /skill fsi-command-proposal or ask in natural language for this workflow.
When to Use
- Use when the user asks for
/proposalor a proposal financial-services workflow. - Use when the user wants the command procedure rather than a free-form answer.
Command Procedure
Load the investment-proposal skill to create a personalized investment proposal for a prospective client.
If a prospect name is provided, use it. Otherwise ask for prospect details.
Hermes Invocation
- Explicit:
/skill fsi-command-proposal - Natural language: “Use the proposal command workflow for ...”
Verification Checklist
- The command intent, inputs, and output format are confirmed.
- The output cites sources or clearly labels assumptions.
- The final artifact is marked draft / for human review when appropriate.