Review Financial Campaign

Command: review-financial-campaign

Inputs

• campaign – campaign/program identifier.
• channels – comma-separated list (email, landing, paid, webinar, in-app, field).
• risk-level – low | medium | high (determines approval depth and SLA).
• product – optional product/offer reference for context.
• audience – retail | smb | enterprise | investor | partner.

Workflow

1. Intake & Context – gather creative, copy, targeting, data flows, and offer details.
2. Regulation Checklist – evaluate FINRA/SEC/CFPB/GLBA rules plus state disclosures.
3. Gap Analysis – flag unsupported claims, disclosure gaps, record-keeping needs.
4. Approval Routing – assign legal, risk, compliance reviewers with due dates and tasks.
5. Documentation – compile approval memo, disclosure list, and archive package.

Outputs

• Compliance assessment with risks, remediation recommendations, and required disclosures.
• Reviewer task list with owners, status, and due dates.
• Audit-ready package (annotated assets, decision log, evidence links).

Agent/Skill Invocations

• trust-compliance-director – leads assessment + escalation.
• financial-product-strategist – validates claims vs product specs.
• compliance-statement-library skill – injects approved disclosures.
• regulator-briefing-playbook skill – formats output for legal/regulator review.