Finance Analytics Jobs To Be Done
This skill routes D&B Finance Analytics requests to the partner-supplied workflow
references in fa-skills/references/.
Tool Source
Use the D&B Finance Analytics MCP server only. Do not substitute Morningstar,
Moody's, generic web search, local files, or another MCP server for Finance
Analytics data.
Before making a tool call, confirm the Finance Analytics MCP tools are available.
If they are not visible, tell the user the D&B Finance Analytics connection is not
available and stop rather than fabricating data.
Expected Finance Analytics tools include:
fa_search_toolquery_portfolioget_company_reportget_live_reportaccount_decisioning_toolapplication_decisioning_toolmanage_folderget_company_ownership_treequery_alertsget_portfolio_statusget_portfolio_public_recordsget_companies_and_accounts_countget_dashboard_overviewget_risk_distributionget_dashboard_status
Tool names may be exposed with a Codex namespace such as
mcp__finance_analytics_mcp_server__query_portfolio; use the namespaced form when
available.
Route The Request
Load exactly one workflow reference based on the user's intent:
| Intent signals |
Load this reference |
| onboard, new customer, new account, add to portfolio, can I do business with |
fa-skills/references/fa-onboarding-workflow.md |
| credit decisioning, company overview for credit, financial profile, company report |
fa-skills/references/fa-credit-decisioning.md |
| approve credit, credit limit, increase credit, validate credit, extend credit |
fa-skills/references/fa-credit-validation.md |
| portfolio risk, top risky companies, portfolio overview, risk distribution, risky accounts |
fa-skills/references/fa-portfolio-management.md |
| alerts, unread alerts, new alerts, alert severity, alerts for a company |
fa-skills/references/fa-alerts-monitoring.md |
If the user's intent is ambiguous, ask one clarifying question before calling tools.
The partner bundle did not include dedicated persona files or an aging-forecast
workflow file. For persona-specific language, load fa-skills/references/fa-plain-language.md.
For aging forecast requests, explain that no aging-forecast workflow was supplied in
this skill bundle and ask whether the user wants to proceed with available portfolio
or report workflows instead.
Output Layer
Before producing user-facing output, load:
fa-skills/references/fa-plain-language.md
Use it for tone, numeric presentation, status summaries, and suppression of internal
tool or entity identifiers.
Required Behavior
- Never fabricate or fill gaps with assumed D&B data.
- Retry a failed or unexpectedly empty Finance Analytics tool call once with the
same parameters.
- If a tool still fails, document what was attempted, what was missing, and how the
gap affects the result.
- Favor precision over recall when resolving companies or making risk assessments.
- Never make a binding credit approval or decline; frame credit outputs as suggested
decisions based on available data.
- Include an audit trail when the selected workflow requires one.
- Do not pause mid-pipeline unless a blocking ambiguity must be resolved before a
critical decision.
Workflow
- Identify the user intent.
- Load
fa-plain-language.md.
- Load the matching workflow reference.
- Follow that reference's tool order and output structure.
- Cite the D&B Finance Analytics app as the data source when returning substantive
credit, portfolio, report, ownership, or alert results.
1---2name: fa-jobs-to-be-done3description: Use when the user asks for D&B Finance Analytics workflows such as customer onboarding, credit decisioning, credit limit validation, portfolio risk management, company reports, ownership trees, folder management, or alerts. Use only the D&B Finance Analytics MCP tools for these workflows.4---56# Finance Analytics Jobs To Be Done78This skill routes D&B Finance Analytics requests to the partner-supplied workflow9references in `fa-skills/references/`.1011## Tool Source1213Use the D&B Finance Analytics MCP server only. Do not substitute Morningstar,14Moody's, generic web search, local files, or another MCP server for Finance15Analytics data.1617Before making a tool call, confirm the Finance Analytics MCP tools are available.18If they are not visible, tell the user the D&B Finance Analytics connection is not19available and stop rather than fabricating data.2021Expected Finance Analytics tools include:2223- `fa_search_tool`24- `query_portfolio`25- `get_company_report`26- `get_live_report`27- `account_decisioning_tool`28- `application_decisioning_tool`29- `manage_folder`30- `get_company_ownership_tree`31- `query_alerts`32- `get_portfolio_status`33- `get_portfolio_public_records`34- `get_companies_and_accounts_count`35- `get_dashboard_overview`36- `get_risk_distribution`37- `get_dashboard_status`3839Tool names may be exposed with a Codex namespace such as40`mcp__finance_analytics_mcp_server__query_portfolio`; use the namespaced form when41available.4243## Route The Request4445Load exactly one workflow reference based on the user's intent:4647| Intent signals | Load this reference |48| --- | --- |49| onboard, new customer, new account, add to portfolio, can I do business with | `fa-skills/references/fa-onboarding-workflow.md` |50| credit decisioning, company overview for credit, financial profile, company report | `fa-skills/references/fa-credit-decisioning.md` |51| approve credit, credit limit, increase credit, validate credit, extend credit | `fa-skills/references/fa-credit-validation.md` |52| portfolio risk, top risky companies, portfolio overview, risk distribution, risky accounts | `fa-skills/references/fa-portfolio-management.md` |53| alerts, unread alerts, new alerts, alert severity, alerts for a company | `fa-skills/references/fa-alerts-monitoring.md` |5455If the user's intent is ambiguous, ask one clarifying question before calling tools.5657The partner bundle did not include dedicated persona files or an aging-forecast58workflow file. For persona-specific language, load `fa-skills/references/fa-plain-language.md`.59For aging forecast requests, explain that no aging-forecast workflow was supplied in60this skill bundle and ask whether the user wants to proceed with available portfolio61or report workflows instead.6263## Output Layer6465Before producing user-facing output, load:6667- `fa-skills/references/fa-plain-language.md`6869Use it for tone, numeric presentation, status summaries, and suppression of internal70tool or entity identifiers.7172## Required Behavior7374- Never fabricate or fill gaps with assumed D&B data.75- Retry a failed or unexpectedly empty Finance Analytics tool call once with the76 same parameters.77- If a tool still fails, document what was attempted, what was missing, and how the78 gap affects the result.79- Favor precision over recall when resolving companies or making risk assessments.80- Never make a binding credit approval or decline; frame credit outputs as suggested81 decisions based on available data.82- Include an audit trail when the selected workflow requires one.83- Do not pause mid-pipeline unless a blocking ambiguity must be resolved before a84 critical decision.8586## Workflow87881. Identify the user intent.892. Load `fa-plain-language.md`.903. Load the matching workflow reference.914. Follow that reference's tool order and output structure.925. Cite the D&B Finance Analytics app as the data source when returning substantive93 credit, portfolio, report, ownership, or alert results.
ConcertoNotes