An end-to-end automation skill for generating bank-standard small-business credit reports within fixed Excel templates.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install shouxin-report
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install shouxin-report using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Shouxin Report?
The Shouxin Report skill is a specialized technical workflow designed for the rigorous demands of small-business credit investigation. It automates the lifecycle of credit reporting, from the initial intake of customer materials to the final examiner-style review. This skill ensures that complex financial data is accurately mapped into fixed .xlsx templates without compromising structural integrity, formulas, or mandatory disclosure sections. By leveraging Openclaw Skills, developers and financial analysts can maintain a strict separation between the template skeleton and customer-specific content.
This skill is particularly effective for handling high-volume credit filings where consistency and material-driven evidence are paramount. It transforms raw data—such as tax filings, bank flows, and payroll records—into professional credit conclusions. Utilizing Openclaw Skills for these workflows allows for automated reverse audits and language optimization specifically tailored for banking examiners, ensuring that every report is factual, compact, and approval-oriented.
Shouxin Report Use Cases
- Filing first-time small-business credit reports under rigid bank Excel templates.
- Automating the extraction of financial statements, tax tables, and bank statement flows for risk assessment.
- Generating standalone customer supplement checklists to identify missing documentation without cluttering the report.
- Performing multi-step financial analysis including revenue consistency checks and working-capital logic.
- Revising existing credit drafts based on examiner feedback using Openclaw Skills for iterative refinement.
How Shouxin Report Works
- Intake and Boundary Lock: The system identifies the original template, material directory, and borrower name while locking protected Excel formulas and layout.
- Material Classification: All customer documents are sorted into categories such as tax filings, contracts, bank statements, and IP assets.
- Structured Extraction: The skill extracts and normalizes data into structured formats, including three-period financial mapping and top-5 supplier tables.
- Skeleton-Aware Population: Content is populated only within the B-class (customer-specific) areas of the template, preserving all A-class skeleton headers.
- Material-Driven Reverse Audit: A mandatory validation step checks the report against the original material inventory to ensure all evidence is fully utilized.
- Consistency and Polish: Final checks are performed for numerical consistency across sections and in-cell formatting for optimal readability.
Shouxin Report Setup
# To integrate this skill into your environment, follow the Openclaw Skills standard setup
# 1. Define your local paths for the template and customer documents
export TEMPLATE_PATH="./templates/bank_credit_report.xlsx"
export MATERIAL_DIR="./data/customer_alpha/"
# 2. Initialize the shouxin-report skill within your workspace
openclaw install shouxin-report
# 3. Configure the orchestrator with specific bank-specific rules
openclaw configure shouxin-report --rules ./rules/bank_guidelines.json
Shouxin Report Data Schema & Taxonomy
The skill organizes data by mapping extracted materials to specific template disclosure blocks:
| Category | Source Material | Data Points Extracted |
|---|---|---|
| Tax Table | Tax Filings | Period, cumulative sales, amount in yuan |
| Financials | Balance Sheets | Three-period mapping, reclassification, tie-outs |
| Bank Flow | Bank Statements | Operating inflows, payroll patterns, transfer logic |
| Counterparties | Contracts/Top-5 | Settlement methods, years of cooperation, status |
| Credit Info | Credit Reports | Balance, maturity, guarantee modes, pledge values |
Shouxin Report Advanced Features
- Orchestrator-Subagent Architecture: Uses dedicated agents like Template-Structure-Guard and Finance-Mapping for modular task handling.
- Intelligent Anti-Footgun Checks: Automated scans for old-case residue, placeholder text, and forbidden internal phrases (e.g., pending confirmation).
- Evidence Priority Logic: Enforces a strict hierarchy where customer scans and original materials override current report text.
- Examiner-Style Reviewer: Simulates a credit examiner to catch weak reasoning or logic conflicts before final submission.
- Dynamic Supplement Generation: Automatically identifies unresolved gaps and generates a plain-language checklist for the client.
- Seamless Workflow Expansion: Easily integrates with other Openclaw Skills for specialized narrative writing or advanced spreadsheet manipulation.
SKILL.md
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