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
- Statement Catalog – define taxonomy (product, channel, audience, regulation, status).
- Approval Metadata – reviewer, date, expiration, evidence references, risk level.
- Usage Guidelines – instructions on required pairing, placement, and typography.
- Localization & Accessibility – translations, readability requirements, alt-text guidelines.
- 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-campaignandbuild-product-go-to-marketfor automation.
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