A living PWM skill index for finding the right work surface, inspecting its parameters, and seeing exactly where evidence ends. This interface keeps the premium field-guide rhythm while making uncertainty visible at the moment of use.
241 HISTORICAL RECORDSCurrent definitions are candidatesObserved 2026-10-07T18:10:53.704218+00:00Runtime and value stay explicitRead the parameter contract
02 / Three signals
Signals that matter
A compact read of what the catalog can support now. Expand a signal to see its evidence contract and the action it can safely drive.
SIGNAL 01
The April catalog remains the declared historical scope.
Monday action: Inspect the record, source, and claim ceiling before reuse.
Source
catalog claims ledger
Observed
2026-10-07T18:10:53.704218+00:00
Truth state
OBSERVED_CATALOG_FACT
Claim ceiling
Identity, runtime, and value remain unresolved
SIGNAL 02
A current filename match is a candidate association, not authority.
Monday action: Open the candidate section and resolve ownership and scope.
Source
catalog claims ledger
Observed
2026-10-07T18:10:53.704218+00:00
Truth state
OBSERVED_CATALOG_FACT
Claim ceiling
Identity, runtime, and value remain unresolved
SIGNAL 03
No skill invocation or measured outcome is established by this page.
Monday action: Use the route to define the next evidence review.
Source
catalog claims ledger
Observed
2026-10-07T18:10:53.704218+00:00
Truth state
OBSERVED_CATALOG_FACT
Claim ceiling
Identity, runtime, and value remain unresolved
01 / Decision route
Prepare an advisor meeting
Start with the meeting purpose and typed advisor, team, or firm anchors. The short route recommends pre-call-prep only after identity and source checks. It does not run that skill.
If purpose is missing, ask “What decision should this meeting support?” The card returns verified facts, material unknowns, three decision questions, and one next action.
Inspect pre-call-prep. Runtime and value remain unproven here. Do not infer product suitability or a warm relationship.
InputPurpose + typed anchors
OutputPartial decision card
Stop ruleUnknown identity or stale source
PrivacyPage-only; not saved
04 / Evidence
Read every record at its ceiling
The catalog separates what was observed from what still needs authority, runtime, or outcome proof.
Source
catalog claims ledger and declared source paths
Observed time
2026-10-07T18:10:53.704218+00:00
Truth state
OBSERVED_CATALOG_FACT or UNKNOWN
Claim ceiling
Name matches do not prove authority, adapter, runtime, or value.
05 / Open issues
What remains unresolved
Open states are visible so the next action is clear and unsupported certainty cannot enter a brief.
Unresolved
Authority
Current definitions are not canonical PWM ownership.
Unproven
Runtime
No live skill dispatch is established by this page.
Unmeasured
Value
No observed time saved, quality, or repeat-use baseline.
Candidate
Scope
Outside-April files remain candidates until reviewed.
06 / Research and media
Evidence surfaces
Research is represented by the source and lineage controls inside each record. Export media is unavailable until a registered artifact exists.
Media export
UNKNOWN — no registered PDF, image, or external publication artifact in this build.
Find a skill
9010-pre-meeting-intel9010 pre meeting intelHistorical title; naming unreviewedGenerate a complete meeting-ready intelligence package for a prospect. Wraps the full 9010 prospect cycle with print-ready deliverables (brief + road card).Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): print-brief, road-card, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute 9010-pre-meeting-intel chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run 9010-pre-meeting-intel to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire 9010-pre-meeting-intel to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/9010-pre-meeting-intel.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-9010-pre-meeting-intel.
9010-prospect-full-cycle9010 prospect full cycleHistorical title; naming unreviewedExecute the complete 9010 Engine intelligence cycle for a single prospect. Chains all Cortex engines in sequence with confidence calibration between passes.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/9010-prospect-full-cycle.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-9010-prospect-full-cycle.
9010-sop-hybrid-bd9010 sop hybrid bdHistorical title; naming unreviewedRun the full Cortex precision-assured pipeline for a Hybrid/BD prospect (channel CH-04, FINRA+FormD-first).Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run 9010-sop-hybrid-bd to "9010 Engine — Hybrid/BD Channel SOP (CH-04). 5-step precision-assured pipeline before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply 9010-sop-hybrid-bd across 4 active prospects to "9010 Engine — Hybrid/BD Channel SOP (CH-04). 5-step precision-assured pipeline and prioritize outreach
Competitive displacement: Use 9010-sop-hybrid-bd to "9010 Engine — Hybrid/BD Channel SOP (CH-04). 5-step precision-assured pipeline on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/9010-sop-hybrid-bd.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-9010-sop-hybrid-bd.
9010-sop-ria9010 sop riaHistorical title; naming unreviewedRun the full Cortex precision-assured pipeline for an RIA prospect (channel CH-03, ADV-NLP-first).Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run 9010-sop-ria to "9010 Engine — RIA Channel SOP (CH-03). 5-step precision-assured pipeline for RI before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply 9010-sop-ria across 4 active prospects to "9010 Engine — RIA Channel SOP (CH-03). 5-step precision-assured pipeline for RI and prioritize outreach
Competitive displacement: Use 9010-sop-ria to "9010 Engine — RIA Channel SOP (CH-03). 5-step precision-assured pipeline for RI on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/9010-sop-ria.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-9010-sop-ria.
9010-to-warmpath-bridge-validator9010 to warmpath bridge validatorHistorical title; naming unreviewedPre-execution gate before warm path scoring. Validates per-prospect: IAFirm exists for CRD, `cos_score` is populated, `EMPLOYED_BY` count > 0, CRD format is numeric string. Returns PASS/FAIL with diagnostic detail.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/9010-to-warmpath-bridge-validator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-warm-path-scan, cj-warm-path-supremacy, iafirm-warm-path-batch-scorer, iarep-linkage-enrichment, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute 9010-to-warmpath-bridge-validator chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run 9010-to-warmpath-bridge-validator to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire 9010-to-warmpath-bridge-validator to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/9010-to-warmpath-bridge-validator.md; current name matches skill-vault/9010-to-warmpath-bridge-validator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-9010-to-warmpath-bridge-validator.
aae-asymmetry-mapaae asymmetry mapHistorical title; naming unreviewedMaps all 5 dimensions of information asymmetry for a prospect-team pair. Shows exactly WHERE Talyx has intelligence superiority over competitors and WHERE competitors might have parity. Feeds engagement strategy — attack where asymmetry is highest, defend where it's lowest.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aae-asymmetry-map.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run aae-asymmetry-map to Maps all 5 dimensions of information asymmetry for a prospect-team pair. Shows e before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aae-asymmetry-map across 4 active prospects to Maps all 5 dimensions of information asymmetry for a prospect-team pair. Shows e and prioritize outreach
Competitive displacement: Use aae-asymmetry-map to Maps all 5 dimensions of information asymmetry for a prospect-team pair. Shows e on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aae-asymmetry-map.md; current name matches skill-vault/aae-asymmetry-map.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aae-asymmetry-map.
aae-channel-arbitrageaae channel arbitrageHistorical title; naming unreviewedAAE-04: Identifies channel arbitrage opportunities — signal availability gaps between CH-01 (RIA/MFO), CH-02 (Hybrid BD), CH-03 (Private Bank), CH-04 (Wirehouse).Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aae-channel-arbitrage.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): aae-channel-arbitrage, cortex-ivy, cortex-ivy-
Historical use-case proposals:
Pre-meeting intelligence: Run aae-channel-arbitrage to AAE-04: Identifies channel arbitrage opportunities — signal availability gaps be before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aae-channel-arbitrage across 4 active prospects to AAE-04: Identifies channel arbitrage opportunities — signal availability gaps be and prioritize outreach
Competitive displacement: Use aae-channel-arbitrage to AAE-04: Identifies channel arbitrage opportunities — signal availability gaps be on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aae-channel-arbitrage.md; current name matches skill-vault/aae-channel-arbitrage.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aae-channel-arbitrage.
aae-competitive-parity-detectoraae competitive parity detectorHistorical title; naming unreviewedAAE-02: Detects where competitors have achieved parity — intelligence advantages that are no longer unique. Triggers capability expansion.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aae-competitive-parity-detector.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): aae-competitive-parity-detector, counter-intelligence-scanner, pwm-comp-methods, sec-competitive-landscape
Historical use-case proposals:
Pre-meeting intelligence: Run aae-competitive-parity-detector to AAE-02: Detects where competitors have achieved parity — intelligence advantages before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aae-competitive-parity-detector across 4 active prospects to AAE-02: Detects where competitors have achieved parity — intelligence advantages and prioritize outreach
Competitive displacement: Use aae-competitive-parity-detector to AAE-02: Detects where competitors have achieved parity — intelligence advantages on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aae-competitive-parity-detector.md; current name matches skill-vault/aae-competitive-parity-detector.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aae-competitive-parity-detector.
aae-temporal-window-maximizeraae temporal window maximizerHistorical title; naming unreviewedAAE-03: Maximizes temporal advantage windows — identifies when to engage based on personnel migration lead time and signal velocity.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aae-temporal-window-maximizer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): aae-temporal-window-maximizer, counter-intelligence-scanner
Historical use-case proposals:
Pre-meeting intelligence: Run aae-temporal-window-maximizer to AAE-03: Maximizes temporal advantage windows — identifies when to engage based o before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aae-temporal-window-maximizer across 4 active prospects to AAE-03: Maximizes temporal advantage windows — identifies when to engage based o and prioritize outreach
Competitive displacement: Use aae-temporal-window-maximizer to AAE-03: Maximizes temporal advantage windows — identifies when to engage based o on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aae-temporal-window-maximizer.md; current name matches skill-vault/aae-temporal-window-maximizer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aae-temporal-window-maximizer.
aiot-conviction-engineaiot conviction engineHistorical title; naming unreviewedRun the AIOT Conviction Engine to score an opportunity across Market Attractiveness (F1-F10), Warm Path (F11), and Capability Fit (F12), producing a conviction-tier classification (GOLD / INVESTIGATE / GOOP).Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aiot-conviction-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run aiot-conviction-engine to Run the AIOT Conviction Engine to score an opportunity across Market Attractiven before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aiot-conviction-engine across 4 active prospects to Run the AIOT Conviction Engine to score an opportunity across Market Attractiven and prioritize outreach
Competitive displacement: Use aiot-conviction-engine to Run the AIOT Conviction Engine to score an opportunity across Market Attractiven on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aiot-conviction-engine.md; current name matches skill-vault/aiot-conviction-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aiot-conviction-engine.
aiot-quick-scoreaiot quick scoreHistorical title; naming unreviewedInstantly score an opportunity during a live meeting or conversation. Designed for < 60 second execution. Uses pre-computed heuristics rather than full pipeline analysis.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aiot-quick-score.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): aiot-conviction-engine, aiot-strategic-cascade, aiot-targeting-cycle
Historical use-case proposals:
Pre-meeting intelligence: Run aiot-quick-score to Instantly score an opportunity during a live meeting or conversation. Designed f before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aiot-quick-score across 4 active prospects to Instantly score an opportunity during a live meeting or conversation. Designed f and prioritize outreach
Competitive displacement: Use aiot-quick-score to Instantly score an opportunity during a live meeting or conversation. Designed f on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aiot-quick-score.md; current name matches skill-vault/aiot-quick-score.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aiot-quick-score.
aiot-strategic-cascadeaiot strategic cascadeHistorical title; naming unreviewedRun the AIOT Strategic Cascade to evaluate a portfolio of opportunities simultaneously through parallel dimension-specific collection pipelines and ORACLE multi-model consensus analysis.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aiot-strategic-cascade.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run aiot-strategic-cascade to Run the AIOT Strategic Cascade to evaluate a portfolio of opportunities simultan before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aiot-strategic-cascade across 4 active prospects to Run the AIOT Strategic Cascade to evaluate a portfolio of opportunities simultan and prioritize outreach
Competitive displacement: Use aiot-strategic-cascade to Run the AIOT Strategic Cascade to evaluate a portfolio of opportunities simultan on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aiot-strategic-cascade.md; current name matches skill-vault/aiot-strategic-cascade.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aiot-strategic-cascade.
aiot-targeting-cycleaiot targeting cycleHistorical title; naming unreviewedRun the AIOT Targeting Cycle to deeply evaluate a single opportunity through a structured F3EAD intelligence production pipeline. Produces a full intelligence dossier with compound learning capture.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/aiot-targeting-cycle.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run aiot-targeting-cycle to Run the AIOT Targeting Cycle to deeply evaluate a single opportunity through a s before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply aiot-targeting-cycle across 4 active prospects to Run the AIOT Targeting Cycle to deeply evaluate a single opportunity through a s and prioritize outreach
Competitive displacement: Use aiot-targeting-cycle to Run the AIOT Targeting Cycle to deeply evaluate a single opportunity through a s on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/aiot-targeting-cycle.md; current name matches skill-vault/aiot-targeting-cycle.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-aiot-targeting-cycle.
awpe-advisory-shift-detectawpe advisory shift detectHistorical title; naming unreviewedScan monitored PWM advisory teams for team-level changes that indicate competitive displacement windows. Splits signals into LEADING (personnel migration) and LAGGING (capability evolution) per causal direction analysis.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/awpe-advisory-shift-detect.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run awpe-advisory-shift-detect to Scan monitored PWM advisory teams for team-level changes that indicate before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply awpe-advisory-shift-detect across 4 active prospects to Scan monitored PWM advisory teams for team-level changes that indicate and prioritize outreach
Competitive displacement: Use awpe-advisory-shift-detect to Scan monitored PWM advisory teams for team-level changes that indicate on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/awpe-advisory-shift-detect.md; current name matches skill-vault/awpe-advisory-shift-detect.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-awpe-advisory-shift-detect.
campaign-cohort-analyzercampaign cohort analyzerHistorical title; naming unreviewedAfter N campaigns, segments all engagement history by archetype × channel × geography to identify which cohorts perform best. Feeds `/market-entry-sequencer` (META-STRAT-04) with data-driven ordering for new market expansion.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/campaign-cohort-analyzer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/campaign-cohort-analyzer.md; current name matches skill-vault/campaign-cohort-analyzer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-campaign-cohort-analyzer.
campaign-roi-dashboardcampaign roi dashboardHistorical title; naming unreviewedComputes the true cost-to-value ratio for intelligence campaigns. Tracks intelligence investment (compute time, API calls, context tokens, human hours) against outcomes (AUM captured, conversion rate). Extends `/engagement-roi-tracker` from per-engagement to campaign level.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/campaign-roi-dashboard.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/campaign-roi-dashboard.md; current name matches skill-vault/campaign-roi-dashboard.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-campaign-roi-dashboard.
campaign-template-factorycampaign template factoryHistorical title; naming unreviewedMines successful past engagements to generate reusable campaign templates. Each template encodes the winning pattern: which archetype, which channel, which geography, which path type, which talk track, and what timing worked. No existing skill captures campaign patterns as reusable templates.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/campaign-template-factory.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/campaign-template-factory.md; current name matches skill-vault/campaign-template-factory.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-campaign-template-factory.
channel-warm-path-calibratorchannel warm path calibratorHistorical title; naming unreviewedApply channel-specific warm path scoring weights. RIA firms weight alumni networks higher; Wirehouses weight compliance history higher. Produces `channel_warm_path_score` on IAFirm nodes.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/channel-warm-path-calibrator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault, warm-path
Historical use-case proposals:
Pre-meeting intelligence: Run channel-warm-path-calibrator to Apply channel-specific warm path scoring weights. RIA firms weight alumni networ before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply channel-warm-path-calibrator across 4 active prospects to Apply channel-specific warm path scoring weights. RIA firms weight alumni networ and prioritize outreach
Competitive displacement: Use channel-warm-path-calibrator to Apply channel-specific warm path scoring weights. RIA firms weight alumni networ on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/channel-warm-path-calibrator.md; current name matches skill-vault/channel-warm-path-calibrator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-channel-warm-path-calibrator.
churn-signal-detectorchurn signal detectorHistorical title; naming unreviewedMonitors active client relationships for early churn indicators. Combines quantitative signals (engagement decay, pipeline stalls) with qualitative signals (competitor mentions, debrief non-response) to generate churn risk assessments before relationships deteriorate. No existing skill provides churCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/churn-signal-detector.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run churn-signal-detector to "ORCH-B-02: Detect early churn signals — declining engagement, stalled pipeline, before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply churn-signal-detector across 4 active prospects to "ORCH-B-02: Detect early churn signals — declining engagement, stalled pipeline, and prioritize outreach
Competitive displacement: Use churn-signal-detector to "ORCH-B-02: Detect early churn signals — declining engagement, stalled pipeline, on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/churn-signal-detector.md; current name matches skill-vault/churn-signal-detector.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-churn-signal-detector.
cj-deal-factory-l5dcj deal factory l5dHistorical title; naming unreviewedGenerate a **Level 5 Intelligence Dossier (L5D)** for the specified prospect, personalized for CJ Steadman's Raymond James practice in Tampa, FL.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-deal-factory-l5d.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Deliverable production: Run cj-deal-factory-l5d to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use cj-deal-factory-l5d to update prospect intelligence metrics across the active portfolio
Quality gate: Apply cj-deal-factory-l5d as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-deal-factory-l5d.md; current name matches skill-vault/cj-deal-factory-l5d.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-deal-factory-l5d.
cj-engagement-execution-orchestratorcj engagement execution orchestratorHistorical title; naming unreviewedManages the full engagement lifecycle for CJ Steadman (Raymond James) once a warm introduction is confirmed — from pre-call preparation through meeting acceleration, follow-up sequencing, weekly alpha synthesis, and outcome quality measurement. Answers the question: WHAT do I do next and how do I trCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Full-cycle prospect engagement: Execute cj-engagement-execution-orchestrator chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run cj-engagement-execution-orchestrator to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire cj-engagement-execution-orchestrator to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-engagement-execution-orchestrator.md; current name matches skill-vault/cj-engagement-execution-orchestrator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-engagement-execution-orchestrator.
cj-meeting-acceleration-clustercj meeting acceleration clusterHistorical title; naming unreviewedExecute the **meeting acceleration pipeline** — convert discovered prospects into meeting-ready packages with full intelligence and orchestration.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-meeting-acceleration-cluster.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Full-cycle prospect engagement: Execute cj-meeting-acceleration-cluster chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run cj-meeting-acceleration-cluster to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire cj-meeting-acceleration-cluster to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-meeting-acceleration-cluster.md; current name matches skill-vault/cj-meeting-acceleration-cluster.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-meeting-acceleration-cluster.
cj-mission-architectcj mission architectHistorical title; naming unreviewedGenerate a **mission plan** — the optimal multi-hop warm path from CJ Steadman to a target prospect, with per-intermediary intelligence and approach strategy at each step.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-mission-architect.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-kingmaker-report, cie-warm-path-scan, cj-deal-factory-l5d, pre-call-prep, satn-proxy-map
Historical use-case proposals:
Pre-meeting intelligence: Run cj-mission-architect to "Plan My Mission — generates optimal multi-hop warm path mission plan from CJ St before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply cj-mission-architect across 4 active prospects to "Plan My Mission — generates optimal multi-hop warm path mission plan from CJ St and prioritize outreach
Competitive displacement: Use cj-mission-architect to "Plan My Mission — generates optimal multi-hop warm path mission plan from CJ St on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-mission-architect.md; current name matches skill-vault/cj-mission-architect.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-mission-architect.
cj-network-activation-clustercj network activation clusterHistorical title; naming unreviewedExecute the **network activation pipeline** — identify CJ's highest-leverage network contacts (kingmakers) and build mission plans through each to unlock the most AUM.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-network-activation-cluster.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Full-cycle prospect engagement: Execute cj-network-activation-cluster chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run cj-network-activation-cluster to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire cj-network-activation-cluster to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-network-activation-cluster.md; current name matches skill-vault/cj-network-activation-cluster.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-network-activation-cluster.
cj-orchestration-enginecj orchestration engineHistorical title; naming unreviewedGenerate a **sequenced outreach campaign** from the 5-field orchestration schema, producing hyper-personalized touchpoints matched to the prospect's behavioral archetype.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-orchestration-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): auto-parallelization-planner, cj-deal-factory-l5d, cj-mission-architect, pwm-prospect-engagement-prep
Historical use-case proposals:
Full-cycle prospect engagement: Execute cj-orchestration-engine chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run cj-orchestration-engine to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire cj-orchestration-engine to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-orchestration-engine.md; current name matches skill-vault/cj-orchestration-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-orchestration-engine.
cj-prospect-discovery-clustercj prospect discovery clusterHistorical title; naming unreviewedExecute the **prospect discovery pipeline** — surface qualified prospects with warm-path access confirmed, each with a full L5D intelligence dossier.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-prospect-discovery-cluster.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-alpha-window, cie-warm-path-scan, cj-deal-factory-l5d, cj-meeting-acceleration-cluster, satn-prospect-audit
Historical use-case proposals:
Pre-meeting intelligence: Run cj-prospect-discovery-cluster to "Composite SOP cluster: discovers and qualifies 5+ prospects/week for CJ Steadma before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply cj-prospect-discovery-cluster across 4 active prospects to "Composite SOP cluster: discovers and qualifies 5+ prospects/week for CJ Steadma and prioritize outreach
Competitive displacement: Use cj-prospect-discovery-cluster to "Composite SOP cluster: discovers and qualifies 5+ prospects/week for CJ Steadma on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-prospect-discovery-cluster.md; current name matches skill-vault/cj-prospect-discovery-cluster.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-prospect-discovery-cluster.
cj-prospect-qualification-enginecj prospect qualification engineHistorical title; naming unreviewedQualifies and ranks prospects for CJ Steadman (Raymond James) by running deep intelligence enrichment, archetype classification, competitive overlay scoring, behavioral profiling, and demand-side scoring into a tiered T1/T2/T3 priority output. Answers the question: WHO is worth pursuing?Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-prospect-qualification-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run cj-prospect-qualification-engine to Qualifies and ranks prospects for CJ Steadman (Raymond James) by running deep in before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply cj-prospect-qualification-engine across 4 active prospects to Qualifies and ranks prospects for CJ Steadman (Raymond James) by running deep in and prioritize outreach
Competitive displacement: Use cj-prospect-qualification-engine to Qualifies and ranks prospects for CJ Steadman (Raymond James) by running deep in on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-prospect-qualification-engine.md; current name matches skill-vault/cj-prospect-qualification-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-prospect-qualification-engine.
cj-warm-path-constructorcj warm path constructorHistorical title; naming unreviewedConstructs and ranks introduction paths for CJ Steadman (Raymond James) prospects by mapping kinship networks, scanning warm path candidates, computing affinity vectors, boosting optimal paths, and generating a sequenced outreach mission. Answers the question: HOW do I reach them?Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-warm-path-constructor.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run cj-warm-path-constructor to Constructs and ranks introduction paths for CJ Steadman (Raymond James) prospect before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply cj-warm-path-constructor across 4 active prospects to Constructs and ranks introduction paths for CJ Steadman (Raymond James) prospect and prioritize outreach
Competitive displacement: Use cj-warm-path-constructor to Constructs and ranks introduction paths for CJ Steadman (Raymond James) prospect on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-warm-path-constructor.md; current name matches skill-vault/cj-warm-path-constructor.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-warm-path-constructor.
cj-warm-path-supremacycj warm path supremacyHistorical title; naming unreviewedThe **crown jewel** orchestrator. Using ONLY CJ Steadman's existing personal, professional, and social network, systematically identify, qualify, and present hyper-personalized warm paths to $50M+ investable AUM prospects.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/cj-warm-path-supremacy.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/cj-warm-path-supremacy.md; current name matches skill-vault/cj-warm-path-supremacy.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-cj-warm-path-supremacy.
client-health-scorerclient health scorerHistorical title; naming unreviewedComputes a composite health score for each active client relationship. Aggregates engagement frequency, outcome conversion trends, intelligence utilization rates, and pipeline velocity into a single 0-100 score with sub-dimension breakdowns. No existing skill provides unified client health monitorinCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/client-health-scorer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run client-health-scorer to "ORCH-B-01: Composite client health score — engagement frequency, outcome trends before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply client-health-scorer across 4 active prospects to "ORCH-B-01: Composite client health score — engagement frequency, outcome trends and prioritize outreach
Competitive displacement: Use client-health-scorer to "ORCH-B-01: Composite client health score — engagement frequency, outcome trends on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/client-health-scorer.md; current name matches skill-vault/client-health-scorer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-client-health-scorer.
client-overlayclient overlayHistorical title; naming unreviewedCreate or apply client-specific scoring overlays on top of the statewide LOP attorney intelligence base.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/client-overlay.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): client-overlay
Historical use-case proposals:
Cross-vertical intelligence: Run client-overlay to combine PWM prospect data with prospect intelligence signals from adjacent verticals
Account overlap detection: Use client-overlay to surface hidden connections between PWM prospects and other Talyx client data
Intelligence density maximization: Apply client-overlay to enrich thin prospect profiles with cross-domain triangulation
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/client-overlay.md; current name matches skill-vault/client-overlay.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-client-overlay.
collect-pwm-teamscollect pwm teamsHistorical title; naming unreviewedCollect UHNW Private Wealth Management advisor teams for **one category** in the specified state. This is one step in the modular PWM lead gen pipeline.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-track
Historical use-case proposals:
Full-cycle prospect engagement: Execute collect-pwm-teams chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run collect-pwm-teams to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire collect-pwm-teams to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/collect-pwm-teams.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-collect-pwm-teams.
competitive-segmentationcompetitive segmentationHistorical title; naming unreviewedSKILL-EXC-004 | Trio: T003 (Taxonomic + Analytical + Strategic) | Value: Comprehensive competitive segmentationHistorical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): competitive-segmentation
Historical use-case proposals:
Pre-meeting intelligence: Run competitive-segmentation to SKILL-EXC-004 | Trio: T003 (Taxonomic + Analytical + Strategic) | Value: Compreh before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply competitive-segmentation across 4 active prospects to SKILL-EXC-004 | Trio: T003 (Taxonomic + Analytical + Strategic) | Value: Compreh and prioritize outreach
Competitive displacement: Use competitive-segmentation to SKILL-EXC-004 | Trio: T003 (Taxonomic + Analytical + Strategic) | Value: Compreh on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/competitive-segmentation.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-competitive-segmentation.
compile-pwm-workbookcompile pwm workbookHistorical title; naming unreviewedCompile all collected, verified, and enriched PWM team data into a final Excel workbook for **$ARGUMENTS**. This is Phase 7 (final phase) in the modular pipeline.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Pre-meeting intelligence: Run compile-pwm-workbook to Compile PWM lead list JSON into final Excel workbook with validation before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply compile-pwm-workbook across 4 active prospects to Compile PWM lead list JSON into final Excel workbook with validation and prioritize outreach
Competitive displacement: Use compile-pwm-workbook to Compile PWM lead list JSON into final Excel workbook with validation on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/compile-pwm-workbook.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-compile-pwm-workbook.
contact-importcontact importHistorical title; naming unreviewedImport contacts from any file format into Neo4j with deduplication and scoring.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Deliverable production: Run contact-import to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use contact-import to update prospect intelligence metrics across the active portfolio
Quality gate: Apply contact-import as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/contact-import.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-contact-import.
dallas-apex-universedallas apex universeHistorical title; naming unreviewedType: RODS Cluster 1 | Namespace: dallas-apex-universe | Version: 1.0Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/dallas-apex-universe.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): dallas-apex, refresh-log, talyx-vault
Historical use-case proposals:
Dossier enrichment: Feed dallas-apex-universe output into prospect dossier generator for deeper prospect intelligence coverage
Signal detection: Query dallas-apex-universe for changes in prospect intelligence metrics that indicate transition readiness
Benchmarking: Use dallas-apex-universe to compare prospect prospect intelligence profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/dallas-apex-universe.md; current name matches skill-vault/dallas-apex-universe.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-dallas-apex-universe.
engagement-roi-trackerengagement roi trackerHistorical title; naming unreviewedQuantify intelligence ROI per client engagement with 30/60/90-day measurement.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/engagement-roi-tracker.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): engagement-roi-tracker
Historical use-case proposals:
Pre-meeting intelligence: Run engagement-roi-tracker to Quantify intelligence ROI per client engagement with 30/60/90-day measurement. before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply engagement-roi-tracker across 4 active prospects to Quantify intelligence ROI per client engagement with 30/60/90-day measurement. and prioritize outreach
Competitive displacement: Use engagement-roi-tracker to Quantify intelligence ROI per client engagement with 30/60/90-day measurement. on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/engagement-roi-tracker.md; current name matches skill-vault/engagement-roi-tracker.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-engagement-roi-tracker.
enrich-pwm-teamsenrich pwm teamsHistorical title; naming unreviewedEnrich the final verified 100 PWM teams for **$ARGUMENTS** with news, events, SEC ADV data, and UHNW archetype tags. This is Phase 6 in the modular pipeline.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-track
Historical use-case proposals:
Pre-meeting intelligence: Run enrich-pwm-teams to Enrich verified PWM teams with news, events, and archetype tags before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply enrich-pwm-teams across 4 active prospects to Enrich verified PWM teams with news, events, and archetype tags and prioritize outreach
Competitive displacement: Use enrich-pwm-teams to Enrich verified PWM teams with news, events, and archetype tags on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/enrich-pwm-teams.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-enrich-pwm-teams.
firm-penetration-orchestratorfirm penetration orchestratorHistorical title; naming unreviewedType: RODS Cluster 3 | Namespace: firm-penetration-orchestrator | Version: 1.0Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/firm-penetration-orchestrator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): dallas-apex, encounter-to-intelligence, pre-call-prep, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute firm-penetration-orchestrator chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run firm-penetration-orchestrator to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire firm-penetration-orchestrator to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/firm-penetration-orchestrator.md; current name matches skill-vault/firm-penetration-orchestrator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-firm-penetration-orchestrator.
fomo-engineeringfomo engineeringHistorical title; naming unreviewedType: RODS Cluster 4 | Namespace: fomo-engineering | Version: 1.0Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/fomo-engineering.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): dallas-apex
Historical use-case proposals:
Pre-meeting intelligence: Run fomo-engineering to Professional services executives are busy, skeptical, and oversolicited. Generic before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply fomo-engineering across 4 active prospects to Professional services executives are busy, skeptical, and oversolicited. Generic and prioritize outreach
Competitive displacement: Use fomo-engineering to Professional services executives are busy, skeptical, and oversolicited. Generic on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/fomo-engineering.md; current name matches skill-vault/fomo-engineering.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-fomo-engineering.
gtm-consolidategtm consolidateHistorical title; naming unreviewedRebuild the GTM Master Consolidated Contacts workbook from all source files.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Cross-vertical intelligence: Run gtm-consolidate to combine PWM prospect data with prospect intelligence signals from adjacent verticals
Account overlap detection: Use gtm-consolidate to surface hidden connections between PWM prospects and other Talyx client data
Intelligence density maximization: Apply gtm-consolidate to enrich thin prospect profiles with cross-domain triangulation
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/gtm-consolidate.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-gtm-consolidate.
gtm-strategygtm strategyHistorical title; naming unreviewedThis skill combines three capabilities based on user intent:Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): crowder-knowledge-base, crowder-methodology
Historical use-case proposals:
Cross-vertical intelligence: Run gtm-strategy to combine PWM prospect data with prospect intelligence signals from adjacent verticals
Account overlap detection: Use gtm-strategy to surface hidden connections between PWM prospects and other Talyx client data
Intelligence density maximization: Apply gtm-strategy to enrich thin prospect profiles with cross-domain triangulation
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/gtm-strategy.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-gtm-strategy.
hubspot-synchubspot syncHistorical title; naming unreviewedPush or pull contacts between Neo4j knowledge graph and HubSpot CRM.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Deliverable production: Run hubspot-sync to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use hubspot-sync to update prospect intelligence metrics across the active portfolio
Quality gate: Apply hubspot-sync as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/hubspot-sync.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-hubspot-sync.
iafirm-warm-path-batch-scoreriafirm warm path batch scorerHistorical title; naming unreviewedWPDE-03 | Cluster: Warm Path Data Enrichment | Priority: P0 (critical path)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/iafirm-warm-path-batch-scorer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-warm-path-scan, cj-warm-path-supremacy, iafirm-warm-path-batch-scorer, pwm-market-density-scan, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run iafirm-warm-path-batch-scorer to Batch computes `cos_score` and `warm_path_max` properties on all 43,067 IAFirm n before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply iafirm-warm-path-batch-scorer across 4 active prospects to Batch computes `cos_score` and `warm_path_max` properties on all 43,067 IAFirm n and prioritize outreach
Competitive displacement: Use iafirm-warm-path-batch-scorer to Batch computes `cos_score` and `warm_path_max` properties on all 43,067 IAFirm n on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/iafirm-warm-path-batch-scorer.md; current name matches skill-vault/iafirm-warm-path-batch-scorer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-iafirm-warm-path-batch-scorer.
iarep-linkage-enrichmentiarep linkage enrichmentHistorical title; naming unreviewedEnrich `EMPLOYED_BY` relationships between `IARep` and `IAFirm` nodes using employment history data from SQLite (`iapd_enrichment.db`). This fills the structural gap that causes the Charlie warm path engine to return 0 paths for prospects.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/iarep-linkage-enrichment.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-warm-path-scan, cj-warm-path-supremacy, iafirm-warm-path-batch-scorer, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run iarep-linkage-enrichment to Enrich `EMPLOYED_BY` relationships between `IARep` and `IAFirm` nodes using empl before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply iarep-linkage-enrichment across 4 active prospects to Enrich `EMPLOYED_BY` relationships between `IARep` and `IAFirm` nodes using empl and prioritize outreach
Competitive displacement: Use iarep-linkage-enrichment to Enrich `EMPLOYED_BY` relationships between `IARep` and `IAFirm` nodes using empl on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/iarep-linkage-enrichment.md; current name matches skill-vault/iarep-linkage-enrichment.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-iarep-linkage-enrichment.
interaction-choreographyinteraction choreographyHistorical title; naming unreviewedType: RODS Cluster 5 | Namespace: interaction-choreography | Version: 1.0Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/interaction-choreography.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): dallas-apex, interaction-choreography, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run interaction-choreography to The difference between "networking" and "intelligence-backed market capture" is before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply interaction-choreography across 4 active prospects to The difference between "networking" and "intelligence-backed market capture" is and prioritize outreach
Competitive displacement: Use interaction-choreography to The difference between "networking" and "intelligence-backed market capture" is on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/interaction-choreography.md; current name matches skill-vault/interaction-choreography.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-interaction-choreography.
intermediary-fatigue-trackerintermediary fatigue trackerHistorical title; naming unreviewedTrack how many times each intermediary (IARep) has been activated across campaigns within a rolling 30-day window. Emit FATIGUE_WARNING when cap (2 activations) reached. Prevents prospect fatigue by routing to alternative intermediaries.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/intermediary-fatigue-tracker.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault
Historical use-case proposals:
Deliverable production: Run intermediary-fatigue-tracker to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use intermediary-fatigue-tracker to update prospect intelligence metrics across the active portfolio
Quality gate: Apply intermediary-fatigue-tracker as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/intermediary-fatigue-tracker.md; current name matches skill-vault/intermediary-fatigue-tracker.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-intermediary-fatigue-tracker.
ivy-08-formativy 08 formatHistorical title; naming unreviewedConvert a Markdown file into the IVY-08 Talyx design system: midnight/ivory/evergreen palette, EB Garamond body, Helvetica Neue hero, Talyx logo, print-safe page breaks.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): compliance-one-pager, ivy-08-format, ivy-08-reference, security-summary, talyx-vault
Historical use-case proposals:
Deliverable production: Run ivy-08-format to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use ivy-08-format to update prospect intelligence metrics across the active portfolio
Quality gate: Apply ivy-08-format as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/ivy-08-format.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-ivy-08-format.
ivy-standardivy standardHistorical title; naming unreviewedTransform any tabular data file into an Ivy Capital Partners branded databook with: - Ivy Capital palette (Oxford Blue #032A4A, Denim #1570BC, NM Yellow #FFB800) - EB Garamond typography (Google Fonts) - Navy brain outline Talyx logo ("Powered by TALYX") - Intelligent structure detection - Auto-geneHistorical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Deliverable production: Run ivy-standard to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use ivy-standard to update prospect intelligence metrics across the active portfolio
Quality gate: Apply ivy-standard as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/ivy-standard.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-ivy-standard.
konsler-prepkonsler prepHistorical title; naming unreviewedAlias for `/pre-call-prep` with Konsler client configuration pre-loaded.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): konsler-prep, pre-call-prep
Historical use-case proposals:
Full-cycle prospect engagement: Execute konsler-prep chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run konsler-prep to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire konsler-prep to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/konsler-prep.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-konsler-prep.
manifest-friction-scoringmanifest friction scoringHistorical title; naming unreviewed> Scores all PWMTeam nodes with multiplicative friction and ManifestEEI field nodes with per-channel variants.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/manifest-friction-scoring.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): manifest-friction-scoring, manifest-intelligence-builder, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run manifest-friction-scoring to "CSOP-008-C1: Friction Scoring Pipeline — channel resolve, compute friction, sco before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply manifest-friction-scoring across 4 active prospects to "CSOP-008-C1: Friction Scoring Pipeline — channel resolve, compute friction, sco and prioritize outreach
Competitive displacement: Use manifest-friction-scoring to "CSOP-008-C1: Friction Scoring Pipeline — channel resolve, compute friction, sco on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/manifest-friction-scoring.md; current name matches skill-vault/manifest-friction-scoring.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-manifest-friction-scoring.
manifest-prepop-yieldmanifest prepop yieldHistorical title; naming unreviewed> Creates PREPOPULATES relationships and computes per-section yield on all PWMTeam nodes.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/manifest-prepop-yield.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): manifest-prepop-yield, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute manifest-prepop-yield chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run manifest-prepop-yield to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire manifest-prepop-yield to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/manifest-prepop-yield.md; current name matches skill-vault/manifest-prepop-yield.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-manifest-prepop-yield.
manifest-product-integration-verifymanifest product integration verifyHistorical title; naming unreviewed> Read-only verification that all manifest intelligence is wired into PWM product commands and graph state is healthy.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault
Historical use-case proposals:
Deliverable production: Run manifest-product-integration-verify to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use manifest-product-integration-verify to update prospect intelligence metrics across the active portfolio
Quality gate: Apply manifest-product-integration-verify as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/manifest-product-integration-verify.md; current name matches skill-vault/manifest-product-integration-verify.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-manifest-product-integration-verify.
manifest-temporal-displacementmanifest temporal displacementHistorical title; naming unreviewed> Scans for advisor transition signals, estimates transfer windows, generates product delivery schedules, and dispatches alerts.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/manifest-temporal-displacement.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): manifest-temporal-displacement, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run manifest-temporal-displacement to "CSOP-008-C3: Temporal Displacement Pipeline — scan transitions, estimate ACATS before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply manifest-temporal-displacement across 4 active prospects to "CSOP-008-C3: Temporal Displacement Pipeline — scan transitions, estimate ACATS and prioritize outreach
Competitive displacement: Use manifest-temporal-displacement to "CSOP-008-C3: Temporal Displacement Pipeline — scan transitions, estimate ACATS on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/manifest-temporal-displacement.md; current name matches skill-vault/manifest-temporal-displacement.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-manifest-temporal-displacement.
market-entry-sequencermarket entry sequencerHistorical title; naming unreviewedData-driven market entry ordering. When expanding into a new geography, determines which archetype × channel combination to target first for maximum learning velocity and conversion probability. Extends `/gtm-strategy` with empirical data from `/campaign-cohort-analyzer`.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/market-entry-sequencer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run market-entry-sequencer to "META-STRAT-04: When entering a new state/metro, sequence which archetype × chan before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply market-entry-sequencer across 4 active prospects to "META-STRAT-04: When entering a new state/metro, sequence which archetype × chan and prioritize outreach
Competitive displacement: Use market-entry-sequencer to "META-STRAT-04: When entering a new state/metro, sequence which archetype × chan on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/market-entry-sequencer.md; current name matches skill-vault/market-entry-sequencer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-market-entry-sequencer.
opportunity-portfolio-optimizeropportunity portfolio optimizerHistorical title; naming unreviewedPortfolio-level resource allocation across all active prospects and clients. Extends `/sio-engagement-router` (which routes individual prospects) to optimize across the entire portfolio simultaneously. Answers: "Given limited intelligence bandwidth, which prospects should get resources first?"Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/opportunity-portfolio-optimizer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Full-cycle prospect engagement: Execute opportunity-portfolio-optimizer chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run opportunity-portfolio-optimizer to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire opportunity-portfolio-optimizer to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/opportunity-portfolio-optimizer.md; current name matches skill-vault/opportunity-portfolio-optimizer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-opportunity-portfolio-optimizer.
outreach-buildoutreach buildHistorical title; naming unreviewedRebuild the Talyx Outreach Workbook with all editorial, X social, and GAAE data.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Deliverable production: Run outreach-build to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use outreach-build to update prospect intelligence metrics across the active portfolio
Quality gate: Apply outreach-build as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/outreach-build.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-outreach-build.
outreach-feed-bridgeoutreach feed bridgeHistorical title; naming unreviewedBridge D1 outreach events into Neo4j as OUTREACH_EVENT nodes linked to target entities, creating a closed intelligence loop.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/outreach-feed-bridge.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): hc-chain-recruitment, outreach-feed-bridge, pwm-prospect-engagement-prep, pwm-signal-harvest, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute outreach-feed-bridge chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run outreach-feed-bridge to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire outreach-feed-bridge to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/outreach-feed-bridge.md; current name matches skill-vault/outreach-feed-bridge.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-outreach-feed-bridge.
phone-discoveryphone discoveryHistorical title; naming unreviewedReusable phone discovery & validation pipeline for recruitment engagements.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/phone-discovery.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): doug-psa, hc-chain-recruitment, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run phone-discovery to Reusable phone discovery & validation pipeline for recruitment engagements. before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply phone-discovery across 4 active prospects to Reusable phone discovery & validation pipeline for recruitment engagements. and prioritize outreach
Competitive displacement: Use phone-discovery to Reusable phone discovery & validation pipeline for recruitment engagements. on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/phone-discovery.md; current name matches skill-vault/phone-discovery.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-phone-discovery.
pitch-reviewpitch reviewHistorical title; naming unreviewedThis skill operates in two modes based on user input:Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): crowder-knowledge-base, crowder-methodology
Historical use-case proposals:
Pre-meeting intelligence: Run pitch-review to Review an existing pitch deck OR build a new pitch narrative using Crowder's 10- before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pitch-review across 4 active prospects to Review an existing pitch deck OR build a new pitch narrative using Crowder's 10- and prioritize outreach
Competitive displacement: Use pitch-review to Review an existing pitch deck OR build a new pitch narrative using Crowder's 10- on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pitch-review.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pitch-review.
pre-call-prepAdvisor Call — PrepareProposed plain name; source review pendingThis skill generates personalized, screen-optimized HTML call scripts for reconnect calls. It supports both the default Talyx configuration and white-label client configurations via a JSON config system.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pre-call-prep.md; current name matches commands/pre-call-prep.md, skills/pre-call-prep/SKILL.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pre-call-prep.
proposalproposalHistorical title; naming unreviewedGenerate a fully branded Talyx engagement proposal DOCX from either: - A markdown/text engagement brief file (read and parse) - Inline arguments provided with the slash command - Interactive prompts if no args providedHistorical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): expansion-signal-detector
Historical use-case proposals:
Pre-meeting intelligence: Run proposal to Generate a fully branded Talyx engagement proposal DOCX from either: - A markdow before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply proposal across 4 active prospects to Generate a fully branded Talyx engagement proposal DOCX from either: - A markdow and prioritize outreach
Competitive displacement: Use proposal to Generate a fully branded Talyx engagement proposal DOCX from either: - A markdow on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/proposal.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-proposal.
prospect-activation-pipelineprospect activation pipelineHistorical title; naming unreviewedSingle command that reduces the 5-step manual prospect activation process to one invocation. Takes a prospect identifier and produces a fully activated warm path with meeting-ready deliverables.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/prospect-activation-pipeline.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Full-cycle prospect engagement: Execute prospect-activation-pipeline chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run prospect-activation-pipeline to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire prospect-activation-pipeline to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/prospect-activation-pipeline.md; current name matches skill-vault/prospect-activation-pipeline.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-prospect-activation-pipeline.
prospect-conviction-scoring-engineprospect conviction scoring engineHistorical title; naming unreviewedRun the AIOT Conviction Engine to score an opportunity across Market Attractiveness (F1-F10), Warm Path (F11), and Capability Fit (F12), producing a conviction-tier classification (GOLD / INVESTIGATE / GOOP).Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run prospect-conviction-scoring-engine to Run the AIOT Conviction Engine to score an opportunity across Market Attractiven before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply prospect-conviction-scoring-engine across 4 active prospects to Run the AIOT Conviction Engine to score an opportunity across Market Attractiven and prioritize outreach
Competitive displacement: Use prospect-conviction-scoring-engine to Run the AIOT Conviction Engine to score an opportunity across Market Attractiven on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/prospect-conviction-scoring-engine.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-prospect-conviction-scoring-engine.
prospect-dashboardprospect dashboardHistorical title; naming unreviewedGenerate and deploy a prospect-specific intelligence dashboard to `{subdomain}.talyx.ai`.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/prospect-dashboard.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): compliance-one-pager, nm-config, prospect-dashboard, talyx-vault
Historical use-case proposals:
Deliverable production: Run prospect-dashboard to generate client-ready prospect intelligence intelligence artifacts
Dashboard refresh: Use prospect-dashboard to update prospect intelligence metrics across the active portfolio
Quality gate: Apply prospect-dashboard as pre-delivery validation on prospect intelligence intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/prospect-dashboard.md; current name matches skill-vault/prospect-dashboard.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-prospect-dashboard.
pwm-5dx4hx20f-compiler-clusterpwm 5dx4hx20f compiler clusterHistorical title; naming unreviewedCompile a full 5-Dimension × 4-Horizon × 20-Frame intelligence product for a PWM prospect engagement, weighted to the team's ACTUAL inferred client-type mix.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-5dx4hx20f-compiler-cluster.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-5dx4hx20f-compiler-cluster.md; current name matches skill-vault/pwm-5dx4hx20f-compiler-cluster.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-5dx4hx20f-compiler-cluster.
pwm-acqn-datapwm acqn dataHistorical title; naming unreviewedSK-PWM-ACQN-021 | Domain: V-ACQN | Category: H3 | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-acqn-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-acqn-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-acqn-data output into prospect dossier generator for deeper V-ACQN coverage
Signal detection: Query pwm-acqn-data for changes in V-ACQN metrics that indicate transition readiness
Benchmarking: Use pwm-acqn-data to compare prospect V-ACQN profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-acqn-data.md; current name matches skill-vault/pwm-acqn-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-acqn-data.
pwm-acqn-frameworkspwm acqn frameworksHistorical title; naming unreviewedSK-PWM-ACQN-022 | Domain: V-ACQN | Category: H1 | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-acqn-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-acqn-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-acqn-frameworks to structure V-ACQN analysis for an unfamiliar market segment
Team onboarding: Use pwm-acqn-frameworks to train new analysts on V-ACQN intelligence methodology
Quarterly review: Run pwm-acqn-frameworks to reassess V-ACQN positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-acqn-frameworks.md; current name matches skill-vault/pwm-acqn-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-acqn-frameworks.
pwm-acqn-methodspwm acqn methodsHistorical title; naming unreviewedSK-PWM-ACQN-023 | Domain: V-ACQN | Category: H2 | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-acqn-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-acqn-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-acqn-methods to acqn-methods — Client Acquisition: Process & Methodology Client acquisition meth before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-acqn-methods across 4 active prospects to acqn-methods — Client Acquisition: Process & Methodology Client acquisition meth and prioritize outreach
Competitive displacement: Use pwm-acqn-methods to acqn-methods — Client Acquisition: Process & Methodology Client acquisition meth on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-acqn-methods.md; current name matches skill-vault/pwm-acqn-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-acqn-methods.
pwm-act-emerging-risk-monitorpwm act emerging risk monitorHistorical title; naming unreviewed**Rank:** #2 of 3 | **Trio:** T-ACT-002 (Operational + Regulatory + Analytical) **Primary Value Proposition:** Detect emerging risk category shifts in wealth advisor client portfolios 18-24 months ahead of mainstream recognition, using 15-year SOA Emerging Risk Survey trend series (2010-2025) plus rCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-emerging-risk-monitor.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-emerging-risk-monitor
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-emerging-risk-monitor to ACT-EXC-002: Actuarial Emerging Risk Monitor Detect emerging risk category shift before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-emerging-risk-monitor across 4 active prospects to ACT-EXC-002: Actuarial Emerging Risk Monitor Detect emerging risk category shift and prioritize outreach
Competitive displacement: Use pwm-act-emerging-risk-monitor to ACT-EXC-002: Actuarial Emerging Risk Monitor Detect emerging risk category shift on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-emerging-risk-monitor.md; current name matches skill-vault/pwm-act-emerging-risk-monitor.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-emerging-risk-monitor.
pwm-act-emrg-datapwm act emrg dataHistorical title; naming unreviewed/pwm-act-emrg-data — Actuarial Emerging Risk: Data & CalibrationCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-emrg-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-emrg-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-act-emrg-data output into prospect dossier generator for deeper V-EMRG coverage
Signal detection: Query pwm-act-emrg-data for changes in V-EMRG metrics that indicate transition readiness
Benchmarking: Use pwm-act-emrg-data to compare prospect V-EMRG profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-emrg-data.md; current name matches skill-vault/pwm-act-emrg-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-emrg-data.
pwm-act-emrg-frameworkspwm act emrg frameworksHistorical title; naming unreviewed/pwm-act-emrg-frameworks — Actuarial Emerging Risk: Frameworks & ConceptsCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-emrg-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-emrg-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-act-emrg-frameworks to structure V-EMRG analysis for an unfamiliar market segment
Team onboarding: Use pwm-act-emrg-frameworks to train new analysts on V-EMRG intelligence methodology
Quarterly review: Run pwm-act-emrg-frameworks to reassess V-EMRG positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-emrg-frameworks.md; current name matches skill-vault/pwm-act-emrg-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-emrg-frameworks.
pwm-act-emrg-methodspwm act emrg methodsHistorical title; naming unreviewed/pwm-act-emrg-methods — Actuarial Emerging Risk: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-emrg-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-emrg-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-emrg-methods to Emerging risk detection and monitoring procedures — SOA Emerging Risk Survey met before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-emrg-methods across 4 active prospects to Emerging risk detection and monitoring procedures — SOA Emerging Risk Survey met and prioritize outreach
Competitive displacement: Use pwm-act-emrg-methods to Emerging risk detection and monitoring procedures — SOA Emerging Risk Survey met on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-emrg-methods.md; current name matches skill-vault/pwm-act-emrg-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-emrg-methods.
pwm-act-investment-calibration-enginepwm act investment calibration engineHistorical title; naming unreviewed**Rank:** #3 of 3 | **Trio:** T-ACT-003 (Calibration + Analytical + Predictive) **Primary Value Proposition:** Produce calibrated investment model benchmarks (interest rate models, VaR/CVaR, LDI performance) that advisor prospects cannot independently generate — sourced from 221 SOA investment actuaCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-investment-calibration-engine
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-investment-calibration-engine to ACT-EXC-003: Actuarial Investment Calibration Engine Produce calibrated investme before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-investment-calibration-engine across 4 active prospects to ACT-EXC-003: Actuarial Investment Calibration Engine Produce calibrated investme and prioritize outreach
Competitive displacement: Use pwm-act-investment-calibration-engine to ACT-EXC-003: Actuarial Investment Calibration Engine Produce calibrated investme on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-investment-calibration-engine.md; current name matches skill-vault/pwm-act-investment-calibration-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-investment-calibration-engine.
pwm-act-invx-datapwm act invx dataHistorical title; naming unreviewed/pwm-act-invx-data — Actuarial Investment & Capital Markets: Data & CalibrationCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-invx-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-invx-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-act-invx-data output into prospect dossier generator for deeper V-INVX coverage
Signal detection: Query pwm-act-invx-data for changes in V-INVX metrics that indicate transition readiness
Benchmarking: Use pwm-act-invx-data to compare prospect V-INVX profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-invx-data.md; current name matches skill-vault/pwm-act-invx-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-invx-data.
pwm-act-invx-frameworkspwm act invx frameworksHistorical title; naming unreviewed/pwm-act-invx-frameworks — Actuarial Investment & Capital Markets: Frameworks & ConceptsCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-invx-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-invx-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-act-invx-frameworks to structure V-INVX analysis for an unfamiliar market segment
Team onboarding: Use pwm-act-invx-frameworks to train new analysts on V-INVX intelligence methodology
Quarterly review: Run pwm-act-invx-frameworks to reassess V-INVX positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-invx-frameworks.md; current name matches skill-vault/pwm-act-invx-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-invx-frameworks.
pwm-act-invx-methodspwm act invx methodsHistorical title; naming unreviewed/pwm-act-invx-methods — Actuarial Investment & Capital Markets: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-invx-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-invx-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-invx-methods to Investment modeling procedures — calibration of 6 continuous-time interest rate before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-invx-methods across 4 active prospects to Investment modeling procedures — calibration of 6 continuous-time interest rate and prioritize outreach
Competitive displacement: Use pwm-act-invx-methods to Investment modeling procedures — calibration of 6 continuous-time interest rate on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-invx-methods.md; current name matches skill-vault/pwm-act-invx-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-invx-methods.
pwm-act-loss-datapwm act loss dataHistorical title; naming unreviewed/pwm-act-loss-data — Actuarial Loss Reserving: Data & CalibrationCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-loss-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-loss-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-act-loss-data output into prospect dossier generator for deeper V-LOSS coverage
Signal detection: Query pwm-act-loss-data for changes in V-LOSS metrics that indicate transition readiness
Benchmarking: Use pwm-act-loss-data to compare prospect V-LOSS profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-loss-data.md; current name matches skill-vault/pwm-act-loss-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-loss-data.
pwm-act-loss-methodspwm act loss methodsHistorical title; naming unreviewed/pwm-act-loss-methods — Actuarial Loss Reserving: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-loss-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-loss-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-loss-methods to Loss reserving methods and procedures — chain-ladder development (212 entries), before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-loss-methods across 4 active prospects to Loss reserving methods and procedures — chain-ladder development (212 entries), and prioritize outreach
Competitive displacement: Use pwm-act-loss-methods to Loss reserving methods and procedures — chain-ladder development (212 entries), on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-loss-methods.md; current name matches skill-vault/pwm-act-loss-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-loss-methods.
pwm-act-loss-riskpwm act loss riskHistorical title; naming unreviewed/pwm-act-loss-risk — Actuarial Loss Reserving: Frameworks & RiskCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-loss-risk.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-loss-risk
Historical use-case proposals:
New vertical entry: Apply pwm-act-loss-risk to structure V-LOSS analysis for an unfamiliar market segment
Team onboarding: Use pwm-act-loss-risk to train new analysts on V-LOSS intelligence methodology
Quarterly review: Run pwm-act-loss-risk to reassess V-LOSS positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-loss-risk.md; current name matches skill-vault/pwm-act-loss-risk.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-loss-risk.
pwm-act-mort-datapwm act mort dataHistorical title; naming unreviewed/pwm-act-mort-data — Actuarial Mortality & Longevity: Data & CalibrationCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-mort-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-mort-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-act-mort-data output into prospect dossier generator for deeper V-MORT coverage
Signal detection: Query pwm-act-mort-data for changes in V-MORT metrics that indicate transition readiness
Benchmarking: Use pwm-act-mort-data to compare prospect V-MORT profile against peer cohort
April modeled stack estimates (no measured user baseline):
pwm-ppli-methods: 5.7× modeled catalog estimate
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-mort-data.md; current name matches skill-vault/pwm-act-mort-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-mort-data.
pwm-act-mort-frameworkspwm act mort frameworksHistorical title; naming unreviewed/pwm-act-mort-frameworks — Actuarial Mortality & Longevity: Frameworks & ConceptsCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-mort-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-mort-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-act-mort-frameworks to structure V-MORT analysis for an unfamiliar market segment
Team onboarding: Use pwm-act-mort-frameworks to train new analysts on V-MORT intelligence methodology
Quarterly review: Run pwm-act-mort-frameworks to reassess V-MORT positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-mort-frameworks.md; current name matches skill-vault/pwm-act-mort-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-mort-frameworks.
pwm-act-mort-methodspwm act mort methodsHistorical title; naming unreviewed/pwm-act-mort-methods — Actuarial Mortality & Longevity: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-mort-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-mort-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-mort-methods to Mortality and longevity analysis procedures — mortality table development method before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-mort-methods across 4 active prospects to Mortality and longevity analysis procedures — mortality table development method and prioritize outreach
Competitive displacement: Use pwm-act-mort-methods to Mortality and longevity analysis procedures — mortality table development method on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-mort-methods.md; current name matches skill-vault/pwm-act-mort-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-mort-methods.
pwm-act-pens-datapwm act pens dataHistorical title; naming unreviewed/pwm-act-pens-data — Actuarial Pension & Retirement: Data & CalibrationCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-pens-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-pens-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-act-pens-data output into prospect dossier generator for deeper V-PENS coverage
Signal detection: Query pwm-act-pens-data for changes in V-PENS metrics that indicate transition readiness
Benchmarking: Use pwm-act-pens-data to compare prospect V-PENS profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-pens-data.md; current name matches skill-vault/pwm-act-pens-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-pens-data.
pwm-act-pens-frameworkspwm act pens frameworksHistorical title; naming unreviewed/pwm-act-pens-frameworks — Actuarial Pension & Retirement: Frameworks & ConceptsCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-pens-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-pens-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-act-pens-frameworks to structure V-PENS analysis for an unfamiliar market segment
Team onboarding: Use pwm-act-pens-frameworks to train new analysts on V-PENS intelligence methodology
Quarterly review: Run pwm-act-pens-frameworks to reassess V-PENS positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-pens-frameworks.md; current name matches skill-vault/pwm-act-pens-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-pens-frameworks.
pwm-act-pens-methodspwm act pens methodsHistorical title; naming unreviewed/pwm-act-pens-methods — Actuarial Pension & Retirement: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-pens-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-pens-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-pens-methods to Pension and retirement analysis procedures — DB plan de-risking prediction (AR13 before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-pens-methods across 4 active prospects to Pension and retirement analysis procedures — DB plan de-risking prediction (AR13 and prioritize outreach
Competitive displacement: Use pwm-act-pens-methods to Pension and retirement analysis procedures — DB plan de-risking prediction (AR13 on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-pens-methods.md; current name matches skill-vault/pwm-act-pens-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-pens-methods.
pwm-act-retirement-intelligencepwm act retirement intelligenceHistorical title; naming unreviewed**Rank:** #1 of 3 | **Trio:** T-ACT-001 (Analytical + Calibration + Operational) **Primary Value Proposition:** Identify DB plan de-risking windows and retirement wealth transfer signals 12-24 months before competitors, using 478 combined entries from pension, mortality, and investment actuarial domCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-retirement-intelligence.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-retirement-intelligence
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-act-retirement-intelligence chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-act-retirement-intelligence to synthesize V-PENS, V-MORT signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-act-retirement-intelligence to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-retirement-intelligence.md; current name matches skill-vault/pwm-act-retirement-intelligence.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-retirement-intelligence.
pwm-act-risk-datapwm act risk dataHistorical title; naming unreviewed/pwm-act-risk-data — Actuarial Risk Quantification: Data & CalibrationCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-risk-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-risk-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-act-risk-data output into prospect dossier generator for deeper V-RISK coverage
Signal detection: Query pwm-act-risk-data for changes in V-RISK metrics that indicate transition readiness
Benchmarking: Use pwm-act-risk-data to compare prospect V-RISK profile against peer cohort
April modeled stack estimates (no measured user baseline):
pwm-ppli-methods: 5.5× modeled catalog estimate
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-risk-data.md; current name matches skill-vault/pwm-act-risk-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-risk-data.
pwm-act-risk-frameworkspwm act risk frameworksHistorical title; naming unreviewed/pwm-act-risk-frameworks — Actuarial Risk Quantification: Frameworks & ConceptsCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-risk-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-risk-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-act-risk-frameworks to structure V-RISK analysis for an unfamiliar market segment
Team onboarding: Use pwm-act-risk-frameworks to train new analysts on V-RISK intelligence methodology
Quarterly review: Run pwm-act-risk-frameworks to reassess V-RISK positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-risk-frameworks.md; current name matches skill-vault/pwm-act-risk-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-risk-frameworks.
pwm-act-risk-methodspwm act risk methodsHistorical title; naming unreviewed/pwm-act-risk-methods — Actuarial Risk Quantification: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-act-risk-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-act-risk-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-act-risk-methods to Step-by-step risk quantification processes — frequency-severity modeling protoco before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-act-risk-methods across 4 active prospects to Step-by-step risk quantification processes — frequency-severity modeling protoco and prioritize outreach
Competitive displacement: Use pwm-act-risk-methods to Step-by-step risk quantification processes — frequency-severity modeling protoco on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-act-risk-methods.md; current name matches skill-vault/pwm-act-risk-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-act-risk-methods.
pwm-adversarial-sentinelpwm adversarial sentinelHistorical title; naming unreviewedCoordinates adversarial defense across all CORTEX clusters. While individual clusters have their own surveillance and anomaly detection, the Adversarial Sentinel detects coordinated attacks that span multiple clusters — attacks that no single cluster would identify in isolation.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-adversarial-sentinel.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-adversarial-sentinel to adversarial-sentinel — Holistic Adversarial Defense System Holistic adversarial before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-adversarial-sentinel across 4 active prospects to adversarial-sentinel — Holistic Adversarial Defense System Holistic adversarial and prioritize outreach
Competitive displacement: Use pwm-adversarial-sentinel to adversarial-sentinel — Holistic Adversarial Defense System Holistic adversarial on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-adversarial-sentinel.md; current name matches skill-vault/pwm-adversarial-sentinel.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-adversarial-sentinel.
pwm-advisor-deliverable-compilerpwm advisor deliverable compilerHistorical title; naming unreviewed**Cluster**: ARCHITECT (Prescriptive Solution Engine) **Phase**: PCDAD-L DELIVER **ID**: ARCHITECT-03Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-advisor-deliverable-compiler.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): print-brief, pwm-intelligence-synthesis-engine, road-card
Historical use-case proposals:
Deliverable production: Run pwm-advisor-deliverable-compiler to generate client-ready V-COMP intelligence artifacts
Dashboard refresh: Use pwm-advisor-deliverable-compiler to update V-COMP metrics across the active portfolio
Quality gate: Apply pwm-advisor-deliverable-compiler as pre-delivery validation on V-COMP intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-advisor-deliverable-compiler.md; current name matches skill-vault/pwm-advisor-deliverable-compiler.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-advisor-deliverable-compiler.
pwm-agent-governancepwm agent governanceHistorical title; naming unreviewedManages the Model Change Control Board (MCCB) process for all CORTEX agents. Every change to agent thresholds, methodologies, scoring weights, or agent deployment must pass through this governance framework. Enforces approval workflows, mandates backtesting, maintains an immutable governance audit tCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-agent-governance.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): architecture-validator, composite-intelligence-weaver, esdp-agent-builder, pwm-agent-governance, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-agent-governance to agent-governance — MCCB Change Control & Agent Governance Comprehensive agent go before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-agent-governance across 4 active prospects to agent-governance — MCCB Change Control & Agent Governance Comprehensive agent go and prioritize outreach
Competitive displacement: Use pwm-agent-governance to agent-governance — MCCB Change Control & Agent Governance Comprehensive agent go on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-agent-governance.md; current name matches skill-vault/pwm-agent-governance.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-agent-governance.
pwm-audit-trailpwm audit trailHistorical title; naming unreviewedManages the immutable audit trail for all CORTEX agent decisions. Supports querying across all 7 cluster audit logs, verifying cryptographic hash chain integrity, reconstructing the full context of any decision, and generating reports formatted for SEC/CFTC regulatory examiners.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-audit-trail.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): neo4j-vertical-schema, pwm-audit-trail, talyx-intelligence-doctrine-application-engine, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-audit-trail to audit-trail — SEC 17a-4 Compliant Audit Trail Management Manage the SEC Rule 17a before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-audit-trail across 4 active prospects to audit-trail — SEC 17a-4 Compliant Audit Trail Management Manage the SEC Rule 17a and prioritize outreach
Competitive displacement: Use pwm-audit-trail to audit-trail — SEC 17a-4 Compliant Audit Trail Management Manage the SEC Rule 17a on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-audit-trail.md; current name matches skill-vault/pwm-audit-trail.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-audit-trail.
pwm-behav-casespwm behav casesHistorical title; naming unreviewed/pwm-behav-cases — Behavioral Intelligence & Influence: Case Studies & ExamplesCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-behav-cases.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-behav-cases
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-behav-cases to Activates the Behavioral Intelligence & Influence knowledge base filtered to Cas before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-behav-cases across 4 active prospects to Activates the Behavioral Intelligence & Influence knowledge base filtered to Cas and prioritize outreach
Competitive displacement: Use pwm-behav-cases to Activates the Behavioral Intelligence & Influence knowledge base filtered to Cas on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-behav-cases.md; current name matches skill-vault/pwm-behav-cases.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-behav-cases.
pwm-behav-datapwm behav dataHistorical title; naming unreviewed/pwm-behav-data — Behavioral Intelligence & Influence: Data & EvidenceCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-behav-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-behav-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-behav-data output into prospect dossier generator for deeper V-BEHAV coverage
Signal detection: Query pwm-behav-data for changes in V-BEHAV metrics that indicate transition readiness
Benchmarking: Use pwm-behav-data to compare prospect V-BEHAV profile against peer cohort
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-behav-data.md; current name matches skill-vault/pwm-behav-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-behav-data.
pwm-behav-frameworkspwm behav frameworksHistorical title; naming unreviewed/pwm-behav-frameworks — Behavioral Intelligence & Influence: Conceptual FrameworksCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-behav-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-behav-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-behav-frameworks to structure V-BEHAV analysis for an unfamiliar market segment
Team onboarding: Use pwm-behav-frameworks to train new analysts on V-BEHAV intelligence methodology
Quarterly review: Run pwm-behav-frameworks to reassess V-BEHAV positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-behav-frameworks.md; current name matches skill-vault/pwm-behav-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-behav-frameworks.
pwm-behav-methodspwm behav methodsHistorical title; naming unreviewed/pwm-behav-methods — Behavioral Intelligence & Influence: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-behav-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-behav-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-behav-methods to Activates the Behavioral Intelligence & Influence knowledge base filtered to Pro before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-behav-methods across 4 active prospects to Activates the Behavioral Intelligence & Influence knowledge base filtered to Pro and prioritize outreach
Competitive displacement: Use pwm-behav-methods to Activates the Behavioral Intelligence & Influence knowledge base filtered to Pro on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-behav-methods.md; current name matches skill-vault/pwm-behav-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-behav-methods.
pwm-behav-toolspwm behav toolsHistorical title; naming unreviewed/pwm-behav-tools — Behavioral Intelligence & Influence: Tools & TemplatesCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-behav-tools.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-behav-tools
Historical use-case proposals:
Deliverable production: Run pwm-behav-tools to generate client-ready V-BEHAV intelligence artifacts
Dashboard refresh: Use pwm-behav-tools to update V-BEHAV metrics across the active portfolio
Quality gate: Apply pwm-behav-tools as pre-delivery validation on V-BEHAV intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-behav-tools.md; current name matches skill-vault/pwm-behav-tools.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-behav-tools.
pwm-behavioral-forecastpwm behavioral forecastHistorical title; naming unreviewedProduces calibrated forward-looking predictions of behavioral outcomes for a specified BAC and geography. Forecasts serve three functions: 1. Index methodology design — how will the underlying behavior evolve? 2. BAC viability assessment — is a new BAC worth launching? 3. Settlement dispute resolutiCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-behavioral-forecast.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-behavioral-forecast to behavioral-forecast — Behavioral Outcome Prediction Engine Produce forward-looki before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-behavioral-forecast across 4 active prospects to behavioral-forecast — Behavioral Outcome Prediction Engine Produce forward-looki and prioritize outreach
Competitive displacement: Use pwm-behavioral-forecast to behavioral-forecast — Behavioral Outcome Prediction Engine Produce forward-looki on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-behavioral-forecast.md; current name matches skill-vault/pwm-behavioral-forecast.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-behavioral-forecast.
pwm-campaign-generatorpwm campaign generatorHistorical title; naming unreviewedGenerate a **sequenced outreach campaign** from the 5-field orchestration schema, producing hyper-personalized touchpoints matched to the prospect's behavioral archetype.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): auto-parallelization-planner, pwm-prospect-dossier-generator, pwm-prospect-engagement-prep, pwm-warm-path-planner
Historical use-case proposals:
Deliverable production: Run pwm-campaign-generator to generate client-ready V-ACQN intelligence artifacts
Dashboard refresh: Use pwm-campaign-generator to update V-ACQN metrics across the active portfolio
Quality gate: Apply pwm-campaign-generator as pre-delivery validation on V-ACQN intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-campaign-generator.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-campaign-generator.
pwm-chain-competitive-displacementpwm chain competitive displacementHistorical title; naming unreviewedFull competitive displacement intelligence chain for a target prospect. Orchestrates archetype classification, capability gap analysis, friction scoring, and displacement priority assignment.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-chain-competitive-displacement.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-chain-competitive-displacement.md; current name matches skill-vault/pwm-chain-competitive-displacement.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-chain-competitive-displacement.
pwm-circuit-breakerpwm circuit breakerHistorical title; naming unreviewedManages the exchange-wide circuit breaker system. Monitors all 7 clusters for failure conditions, evaluates metrics against three escalation levels, triggers appropriate breakers, coordinates recovery, and manages the notification cascade to participants, regulators, and governance.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-circuit-breaker.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): architecture-validator, pwm-circuit-breaker, pwm-exchange-governor, risk-scoring-architect, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-circuit-breaker chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-circuit-breaker to synthesize V-EXCH signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-circuit-breaker to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-circuit-breaker.md; current name matches skill-vault/pwm-circuit-breaker.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-circuit-breaker.
pwm-comp-conceptspwm comp conceptsHistorical title; naming unreviewedSK-PWM-COMP-018 | Domain: V-COMP | Category: H1_CONCEPTUAL | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-comp-concepts.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-comp-concepts
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-comp-concepts to comp-concepts — Competitive Landscape: Core Concepts Core competitive concepts — before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-comp-concepts across 4 active prospects to comp-concepts — Competitive Landscape: Core Concepts Core competitive concepts — and prioritize outreach
Competitive displacement: Use pwm-comp-concepts to comp-concepts — Competitive Landscape: Core Concepts Core competitive concepts — on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-comp-concepts.md; current name matches skill-vault/pwm-comp-concepts.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-comp-concepts.
pwm-comp-datapwm comp dataHistorical title; naming unreviewedSK-PWM-COMP-016 | Domain: V-COMP | Category: H3 | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-comp-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-comp-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-comp-data output into prospect dossier generator for deeper V-COMP coverage
Signal detection: Query pwm-comp-data for changes in V-COMP metrics that indicate transition readiness
Benchmarking: Use pwm-comp-data to compare prospect V-COMP profile against peer cohort
April modeled stack estimates (no measured user baseline):
pwm-intel-cycle: 7.0× modeled catalog estimate
pwm-pain-methods: 5.5× modeled catalog estimate
client-overlay: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-comp-data.md; current name matches skill-vault/pwm-comp-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-comp-data.
pwm-comp-frameworkspwm comp frameworksHistorical title; naming unreviewedSK-PWM-COMP-015 | Domain: V-COMP | Category: H1 | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-comp-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-comp-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-comp-frameworks to structure V-COMP analysis for an unfamiliar market segment
Team onboarding: Use pwm-comp-frameworks to train new analysts on V-COMP intelligence methodology
Quarterly review: Run pwm-comp-frameworks to reassess V-COMP positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
pwm-pain-methods: 6.3× modeled catalog estimate
pwm-comp-methods: 4.8× modeled catalog estimate
aae-asymmetry-map: 4.0× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-comp-frameworks.md; current name matches skill-vault/pwm-comp-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-comp-frameworks.
pwm-comp-methodspwm comp methodsHistorical title; naming unreviewedSK-PWM-COMP-019 | Domain: V-COMP | Category: H2 | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-comp-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-comp-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-comp-methods to comp-methods — Competitive Landscape: Process & Methodology Competitive analysis before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-comp-methods across 4 active prospects to comp-methods — Competitive Landscape: Process & Methodology Competitive analysis and prioritize outreach
Competitive displacement: Use pwm-comp-methods to comp-methods — Competitive Landscape: Process & Methodology Competitive analysis on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-comp-methods.md; current name matches skill-vault/pwm-comp-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-comp-methods.
pwm-competitive-intelpwm competitive intelHistorical title; naming unreviewedMonitors the competitive landscape for entities converging toward behavioral futures markets. While no direct competitor exists today, adjacencies in event contracts (Kalshi), prediction markets (Polymarket/Metaculus), and insurance-linked securities could evolve into competitive threats.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-competitive-intel.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-competitive-intel.md; current name matches skill-vault/pwm-competitive-intel.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-competitive-intel.
pwm-competitive-weapon-systempwm competitive weapon systemHistorical title; naming unreviewedFull pre-meeting intelligence orchestrator for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-competitive-weapon-system.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-competitive-weapon-system.md; current name matches skill-vault/pwm-competitive-weapon-system.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-competitive-weapon-system.
pwm-compound-analysispwm compound analysisHistorical title; naming unreviewedRuns compound analysis across ALL prospects in the Cortex PIF database. Produces 4 portfolio-level intelligence layers:Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-compound-analysis.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-compound-analysis, talyx-vault
Historical use-case proposals:
Dossier enrichment: Feed pwm-compound-analysis output into prospect dossier generator for deeper V-COMP coverage
Signal detection: Query pwm-compound-analysis for changes in V-COMP metrics that indicate transition readiness
Benchmarking: Use pwm-compound-analysis to compare prospect V-COMP profile against peer cohort
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-compound-analysis.md; current name matches skill-vault/pwm-compound-analysis.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-compound-analysis.
pwm-confidence-calibratorpwm confidence calibratorHistorical title; naming unreviewed**Cluster**: NAVIGATOR (Meta-Cognitive Calibration Engine) **Phase**: PCDAD-L ANALYZE (post-ORACLE) **ID**: NAVIGATOR-02Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-confidence-calibrator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-backtest
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-confidence-calibrator to 02: Confidence Calibrator before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-confidence-calibrator across 4 active prospects to 02: Confidence Calibrator and prioritize outreach
Competitive displacement: Use pwm-confidence-calibrator to 02: Confidence Calibrator on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-confidence-calibrator.md; current name matches skill-vault/pwm-confidence-calibrator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-confidence-calibrator.
pwm-coverage-assessorpwm coverage assessorHistorical title; naming unreviewed**Cluster**: NAVIGATOR (Meta-Cognitive Calibration Engine) **Phase**: PCDAD-L DETECT **ID**: NAVIGATOR-01Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-coverage-assessor.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-capability-matrix, pcdad-icp-compiler
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-coverage-assessor to 01: ICP Coverage Assessor with Re-Loop Trigger before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-coverage-assessor across 4 active prospects to 01: ICP Coverage Assessor with Re-Loop Trigger and prioritize outreach
Competitive displacement: Use pwm-coverage-assessor to 01: ICP Coverage Assessor with Re-Loop Trigger on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-coverage-assessor.md; current name matches skill-vault/pwm-coverage-assessor.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-coverage-assessor.
pwm-cross-bac-arbitragepwm cross bac arbitrageHistorical title; naming unreviewedDetects statistically significant correlations between Behavioral Asset Classes that create arbitrage opportunities (exploitable price discrepancies) or systemic risk (contagion cascades). This is a unique CORTEX capability — no competing exchange has cross-behavioral-class analytics.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-cross-bac-arbitrage.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-cross-bac-arbitrage to cross-bac-arbitrage — Cross-BAC Arbitrage Detection Engine Detect correlations a before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-cross-bac-arbitrage across 4 active prospects to cross-bac-arbitrage — Cross-BAC Arbitrage Detection Engine Detect correlations a and prioritize outreach
Competitive displacement: Use pwm-cross-bac-arbitrage to cross-bac-arbitrage — Cross-BAC Arbitrage Detection Engine Detect correlations a on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-cross-bac-arbitrage.md; current name matches skill-vault/pwm-cross-bac-arbitrage.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-cross-bac-arbitrage.
pwm-cross-prospect-consolidatepwm cross prospect consolidateHistorical title; naming unreviewedAnalyze warm paths across ALL prospects simultaneously. Build a co-occurrence matrix to find intermediaries who reach 2+ prospects — enabling consolidated activation (one relationship investment → multiple pipeline entries).Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-cross-prospect-consolidate.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-cross-prospect-consolidate to "SENTINEL-03: Cross-Prospect Consolidator — builds intermediary co-occurrence ma before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-cross-prospect-consolidate across 4 active prospects to "SENTINEL-03: Cross-Prospect Consolidator — builds intermediary co-occurrence ma and prioritize outreach
Competitive displacement: Use pwm-cross-prospect-consolidate to "SENTINEL-03: Cross-Prospect Consolidator — builds intermediary co-occurrence ma on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-cross-prospect-consolidate.md; current name matches skill-vault/pwm-cross-prospect-consolidate.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-cross-prospect-consolidate.
pwm-deal-factorypwm deal factoryHistorical title; naming unreviewedExecute the full 6-agent PWM Deal Factory pipeline for a single advisor team. Orchestrates prospect discovery, PPLI scoring, warm path mapping, behavioral profiling, lateral entry, and compounding narrative synthesis with checkpoint management and quality gates.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): checkpoint-schemas, pwm-deal-factory, talyx-vault
Historical use-case proposals:
Deliverable production: Run pwm-deal-factory to generate client-ready V-ACQN intelligence artifacts
Dashboard refresh: Use pwm-deal-factory to update V-ACQN metrics across the active portfolio
Quality gate: Apply pwm-deal-factory as pre-delivery validation on V-ACQN intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-deal-factory.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-deal-factory.
pwm-deductive-predict-enginepwm deductive predict engineHistorical title; naming unreviewedRun Engine Alpha: predict financial strategies across 5 domains using deductive rules applied to prospect attributes. Each prediction carries an R/A (Reliability/Accuracy) evidence code and confidence score.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-deductive-predict-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-deductive-predict-engine to deductive-predict-engine — Deductive Financial Strategy Prediction Cortex Engine before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-deductive-predict-engine across 4 active prospects to deductive-predict-engine — Deductive Financial Strategy Prediction Cortex Engine and prioritize outreach
Competitive displacement: Use pwm-deductive-predict-engine to deductive-predict-engine — Deductive Financial Strategy Prediction Cortex Engine on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-deductive-predict-engine.md; current name matches skill-vault/pwm-deductive-predict-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-deductive-predict-engine.
pwm-deductive-strategy-enginepwm deductive strategy engineHistorical title; naming unreviewedRun Engine Alpha: predict financial strategies across 5 domains using deductive rules applied to prospect attributes. Each prediction carries an R/A (Reliability/Accuracy) evidence code and confidence score.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-deductive-strategy-engine to deductive-strategy-engine — Deductive Financial Strategy Prediction Cortex Engin before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-deductive-strategy-engine across 4 active prospects to deductive-strategy-engine — Deductive Financial Strategy Prediction Cortex Engin and prioritize outreach
Competitive displacement: Use pwm-deductive-strategy-engine to deductive-strategy-engine — Deductive Financial Strategy Prediction Cortex Engin on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-deductive-strategy-engine.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-deductive-strategy-engine.
pwm-engagement-execution-orchestratorpwm engagement execution orchestratorHistorical title; naming unreviewedManages the full engagement lifecycle for CJ Steadman (Raymond James) once a warm introduction is confirmed — from pre-call preparation through meeting acceleration, follow-up sequencing, weekly alpha synthesis, and outcome quality measurement. Answers the question: WHAT do I do next and how do I trCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-engagement-execution-orchestrator.md; current name matches skill-vault/pwm-engagement-execution-orchestrator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-engagement-execution-orchestrator.
pwm-exc-actuarial-strategistpwm exc actuarial strategistHistorical title; naming unreviewedPWM Exceptional Skill: Actuarial Strategist — Cross-actuarial domain synthesis for PPLI, estate planning, and risk-transfer positioning.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-actuarial-strategist.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-actuarial-strategist
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-actuarial-strategist when standard V-PPLI, V-MORT processing produces anomalous results
High-stakes override: Use pwm-exc-actuarial-strategist for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-actuarial-strategist to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-actuarial-strategist.md; current name matches skill-vault/pwm-exc-actuarial-strategist.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-actuarial-strategist.
pwm-exc-channel-navigatorpwm exc channel navigatorHistorical title; naming unreviewedPWM Exceptional Skill: Channel Navigator — Channel-specific GTM strategy synthesis for wirehouse, independent, hybrid, and private bank segments.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-channel-navigator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-channel-navigator
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-channel-navigator when standard V-PRODUCT, V-COMP processing produces anomalous results
High-stakes override: Use pwm-exc-channel-navigator for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-channel-navigator to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-channel-navigator.md; current name matches skill-vault/pwm-exc-channel-navigator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-channel-navigator.
pwm-exc-deal-architectpwm exc deal architectHistorical title; naming unreviewedPWM Exceptional Skill: Deal Architect — Full deal structure, pricing, and acquisition strategy for advisor team transitions.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-deal-architect.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-deal-architect
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-deal-architect when standard V-ACQN, V-COMP processing produces anomalous results
High-stakes override: Use pwm-exc-deal-architect for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-deal-architect to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-deal-architect.md; current name matches skill-vault/pwm-exc-deal-architect.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-deal-architect.
pwm-exc-displacement-strategistpwm exc displacement strategistHistorical title; naming unreviewedPWM Exceptional Skill: Displacement Strategist — Competitive displacement campaign synthesis for unseating incumbent relationships.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-displacement-strategist.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-displacement-strategist
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-displacement-strategist when standard V-COMP, V-BEHAV processing produces anomalous results
High-stakes override: Use pwm-exc-displacement-strategist for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-displacement-strategist to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-displacement-strategist.md; current name matches skill-vault/pwm-exc-displacement-strategist.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-displacement-strategist.
pwm-exc-meeting-strategistpwm exc meeting strategistHistorical title; naming unreviewedPWM Exceptional Skill: Meeting Strategist — Pre-meeting intelligence fusion for advisor prospect meetings.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-meeting-strategist.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-meeting-strategist
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-meeting-strategist when standard V-BEHAV, V-OSINT processing produces anomalous results
High-stakes override: Use pwm-exc-meeting-strategist for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-meeting-strategist to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-meeting-strategist.md; current name matches skill-vault/pwm-exc-meeting-strategist.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-meeting-strategist.
pwm-exc-network-architectpwm exc network architectHistorical title; naming unreviewedPWM Exceptional Skill: Network Architect — Network topology analysis and AUM flow mapping for strategic relationship development.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-network-architect.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-network-architect
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-network-architect when standard V-KG, V-HUMINT processing produces anomalous results
High-stakes override: Use pwm-exc-network-architect for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-network-architect to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-network-architect.md; current name matches skill-vault/pwm-exc-network-architect.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-network-architect.
pwm-exc-pipeline-acceleratorpwm exc pipeline acceleratorHistorical title; naming unreviewedPWM Exceptional Skill: Pipeline Accelerator — Deal pipeline velocity optimization and bottleneck resolution.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-pipeline-accelerator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-deal-factory, pwm-exc-pipeline-accelerator
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-pipeline-accelerator when standard V-ACQN, V-BEHAV processing produces anomalous results
High-stakes override: Use pwm-exc-pipeline-accelerator for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-pipeline-accelerator to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-pipeline-accelerator.md; current name matches skill-vault/pwm-exc-pipeline-accelerator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-pipeline-accelerator.
pwm-exc-prospect-profilerpwm exc prospect profilerHistorical title; naming unreviewedPWM Exceptional Skill: Prospect Profiler — Deep advisor/team behavioral dossier using cross-domain intelligence.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-prospect-profiler.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-prospect-profiler
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-prospect-profiler when standard V-BEHAV, V-OSINT processing produces anomalous results
High-stakes override: Use pwm-exc-prospect-profiler for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-prospect-profiler to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-prospect-profiler.md; current name matches skill-vault/pwm-exc-prospect-profiler.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-prospect-profiler.
pwm-exc-regulatory-navigatorpwm exc regulatory navigatorHistorical title; naming unreviewedPWM Exceptional Skill: Regulatory Navigator — Regulatory intelligence synthesis for prospect positioning and compliance-driven transition triggers.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-regulatory-navigator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-regulatory-navigator
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-regulatory-navigator when standard V-PRODUCT, V-PPLI processing produces anomalous results
High-stakes override: Use pwm-exc-regulatory-navigator for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-regulatory-navigator to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-regulatory-navigator.md; current name matches skill-vault/pwm-exc-regulatory-navigator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-regulatory-navigator.
pwm-exc-warm-path-optimizerpwm exc warm path optimizerHistorical title; naming unreviewedPWM Exceptional Skill: Warm Path Optimizer — Warm introduction path optimization using network topology and influence analysis.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-warm-path-optimizer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-warm-path-optimizer
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-warm-path-optimizer when standard V-HUMINT, V-KG processing produces anomalous results
High-stakes override: Use pwm-exc-warm-path-optimizer for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-warm-path-optimizer to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-warm-path-optimizer.md; current name matches skill-vault/pwm-exc-warm-path-optimizer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-warm-path-optimizer.
pwm-exc-wealth-signal-decoderpwm exc wealth signal decoderHistorical title; naming unreviewedPWM Exceptional Skill: Wealth Signal Decoder — Multi-source wealth signal triangulation and liquidity event detection.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exc-wealth-signal-decoder.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-exc-wealth-signal-decoder
Historical use-case proposals:
Edge case recovery: Invoke pwm-exc-wealth-signal-decoder when standard V-OSINT, V-NLP processing produces anomalous results
High-stakes override: Use pwm-exc-wealth-signal-decoder for top-tier prospects where standard methods underperform
Cross-domain synthesis: Apply pwm-exc-wealth-signal-decoder to fuse intelligence across 5+ domains for a complex engagement
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exc-wealth-signal-decoder.md; current name matches skill-vault/pwm-exc-wealth-signal-decoder.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exc-wealth-signal-decoder.
pwm-exchange-governorpwm exchange governorHistorical title; naming unreviewedGoverns the full CORTEX exchange lifecycle for a single trading day — from pre-market cluster validation through settlement and post-settlement intelligence compounding. Coordinates all 7 primary clusters, enforces state transitions, and escalates failures through the circuit breaker hierarchy.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exchange-governor.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exchange-governor.md; current name matches skill-vault/pwm-exchange-governor.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exchange-governor.
pwm-exchange-lifecyclepwm exchange lifecycleHistorical title; naming unreviewedAutomates the complete daily exchange lifecycle from pre-market validation through post-close reporting. Each phase is gated — the next phase cannot begin until the previous phase completes successfully. Any phase failure halts the lifecycle and escalates to the Exchange Governor.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-exchange-lifecycle.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-exchange-lifecycle.md; current name matches skill-vault/pwm-exchange-lifecycle.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-exchange-lifecycle.
pwm-explainabilitypwm explainabilityHistorical title; naming unreviewedGenerates human-readable explanations of CORTEX agent decisions tailored to the target audience. Each Responsible Operator (RO) uses this skill to fulfill their regulatory explainability mandate. Produces explanations that answer: what happened, why it happened, what alternatives existed, and why thCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-explainability.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-audit-trail, pwm-explainability, talyx-intelligence-doctrine-application-engine, talyx-neuro-linguistic-pattern-recognition-sys, talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-explainability to explainability — Agent Decision Explainability Engine Generate human-readable ex before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-explainability across 4 active prospects to explainability — Agent Decision Explainability Engine Generate human-readable ex and prioritize outreach
Competitive displacement: Use pwm-explainability to explainability — Agent Decision Explainability Engine Generate human-readable ex on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-explainability.md; current name matches skill-vault/pwm-explainability.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-explainability.
pwm-fusion-battlespace-briefpwm fusion battlespace briefHistorical title; naming unreviewedGenerate a competitive battlespace intelligence brief for a displacement engagement. Fuses archetype classification, team capability analysis, displacement scoring, and alpha window timing into an actionable brief.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-fusion-battlespace-brief.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-fusion-battlespace-brief.md; current name matches skill-vault/pwm-fusion-battlespace-brief.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-fusion-battlespace-brief.
pwm-humint-datapwm humint dataHistorical title; naming unreviewed/pwm-humint-data — Human Intelligence & Elicitation: Data & EvidenceCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-humint-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-humint-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-humint-data output into prospect dossier generator for deeper V-HUMINT coverage
Signal detection: Query pwm-humint-data for changes in V-HUMINT metrics that indicate transition readiness
Benchmarking: Use pwm-humint-data to compare prospect V-HUMINT profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-humint-data.md; current name matches skill-vault/pwm-humint-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-humint-data.
pwm-humint-frameworkspwm humint frameworksHistorical title; naming unreviewed/pwm-humint-frameworks — Human Intelligence & Elicitation: Conceptual FrameworksCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-humint-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-humint-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-humint-frameworks to structure V-HUMINT analysis for an unfamiliar market segment
Team onboarding: Use pwm-humint-frameworks to train new analysts on V-HUMINT intelligence methodology
Quarterly review: Run pwm-humint-frameworks to reassess V-HUMINT positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-humint-frameworks.md; current name matches skill-vault/pwm-humint-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-humint-frameworks.
pwm-humint-methodspwm humint methodsHistorical title; naming unreviewed/pwm-humint-methods — Human Intelligence & Elicitation: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-humint-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-humint-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-humint-methods to Activates the Human Intelligence & Elicitation knowledge base filtered to Proces before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-humint-methods across 4 active prospects to Activates the Human Intelligence & Elicitation knowledge base filtered to Proces and prioritize outreach
Competitive displacement: Use pwm-humint-methods to Activates the Human Intelligence & Elicitation knowledge base filtered to Proces on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-humint-methods.md; current name matches skill-vault/pwm-humint-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-humint-methods.
pwm-hybrid-bd-adapterpwm hybrid bd adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for hybrid and independent broker-dealer prospects (CH-04). This adapter IS the orchestrator — it routes engines in sequence with hybrid/BD-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-hybrid-bd-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-hybrid-bd-adapter.md; current name matches skill-vault/pwm-hybrid-bd-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-hybrid-bd-adapter.
pwm-index-constructpwm index constructHistorical title; naming unreviewedComputes, validates, and publishes behavioral indices from signals validated by `/pwm-signal-harvest`. Each index is pinned to an immutable methodology version, independently verified via shadow calculation, and monitored for reflexivity — the risk that trading activity on the index influences the uCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-index-construct.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-index-construct to index-construct — Behavioral Index Construction Engine Compute, validate, and pu before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-index-construct across 4 active prospects to index-construct — Behavioral Index Construction Engine Compute, validate, and pu and prioritize outreach
Competitive displacement: Use pwm-index-construct to index-construct — Behavioral Index Construction Engine Compute, validate, and pu on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-index-construct.md; current name matches skill-vault/pwm-index-construct.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-index-construct.
pwm-inductive-signal-enginepwm inductive signal engineHistorical title; naming unreviewedEngine Bravo converts observed signals into behavioral intelligence: B1 (Collection Filter) → B2 (Pattern Extraction) → B3 (Temporal/PoL Analysis) → B4 (Engagement Strategy) → B5 (Indicator Framework)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-inductive-signal-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-inductive-signal-engine to inductive-signal-engine — Inductive Signal-to-Strategy Engine Cortex Engine Brav before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-inductive-signal-engine across 4 active prospects to inductive-signal-engine — Inductive Signal-to-Strategy Engine Cortex Engine Brav and prioritize outreach
Competitive displacement: Use pwm-inductive-signal-engine to inductive-signal-engine — Inductive Signal-to-Strategy Engine Cortex Engine Brav on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-inductive-signal-engine.md; current name matches skill-vault/pwm-inductive-signal-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-inductive-signal-engine.
pwm-influence-conceptspwm influence conceptsHistorical title; naming unreviewedSK-PWM-INFL-004 | Domain: V-INFL | Category: H1_CONCEPTUAL | Tier: Prime (Score: 0.67)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-influence-concepts.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-influence-concepts
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-influence-concepts to influence-concepts — Persuasion & Influence: Core Concepts Core influence concep before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-influence-concepts across 4 active prospects to influence-concepts — Persuasion & Influence: Core Concepts Core influence concep and prioritize outreach
Competitive displacement: Use pwm-influence-concepts to influence-concepts — Persuasion & Influence: Core Concepts Core influence concep on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-influence-concepts.md; current name matches skill-vault/pwm-influence-concepts.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-influence-concepts.
pwm-influence-datapwm influence dataHistorical title; naming unreviewedSK-PWM-INFL-002 | Domain: V-INFL | Category: H3 | Tier: Prime (Score: 0.67)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-influence-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-influence-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-influence-data output into prospect dossier generator for deeper V-INFL coverage
Signal detection: Query pwm-influence-data for changes in V-INFL metrics that indicate transition readiness
Benchmarking: Use pwm-influence-data to compare prospect V-INFL profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-influence-data.md; current name matches skill-vault/pwm-influence-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-influence-data.
pwm-influence-frameworkspwm influence frameworksHistorical title; naming unreviewedSK-PWM-INFL-001 | Domain: V-INFL | Category: H1 | Tier: Prime (Score: 0.68)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-influence-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-influence-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-influence-frameworks to structure V-INFL analysis for an unfamiliar market segment
Team onboarding: Use pwm-influence-frameworks to train new analysts on V-INFL intelligence methodology
Quarterly review: Run pwm-influence-frameworks to reassess V-INFL positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-influence-frameworks.md; current name matches skill-vault/pwm-influence-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-influence-frameworks.
pwm-influence-methodspwm influence methodsHistorical title; naming unreviewedSK-PWM-INFL-003 | Domain: V-INFL | Category: H2 | Tier: Prime (Score: 0.67)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-influence-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-influence-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-influence-methods to influence-methods — Persuasion & Influence: Process & Methodology Influence meth before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-influence-methods across 4 active prospects to influence-methods — Persuasion & Influence: Process & Methodology Influence meth and prioritize outreach
Competitive displacement: Use pwm-influence-methods to influence-methods — Persuasion & Influence: Process & Methodology Influence meth on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-influence-methods.md; current name matches skill-vault/pwm-influence-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-influence-methods.
pwm-intel-cyclepwm intel cycleHistorical title; naming unreviewedThis command runs PWM skills in a structured sequence to build a `pwm_context.json` file containing competitive, team, pain, SOCMINT, and behavioral intelligence for a prospect. The output file is consumed by `/pre-call-prep`, `/sse-research`, and `/sme-research` when it exists in the prospect's dirCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-intel-cycle.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-intel-cycle.md; current name matches skill-vault/pwm-intel-cycle.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-intel-cycle.
pwm-intelligence-compounderpwm intelligence compounderHistorical title; naming unreviewedEvery day of CORTEX exchange operations generates intelligence that makes the system smarter: agent decisions reveal pattern effectiveness, trades reveal market microstructure, settlements reveal oracle accuracy, and surveillance alerts reveal adversarial tactics.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-intelligence-compounder.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-intelligence-compounder.md; current name matches skill-vault/pwm-intelligence-compounder.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-intelligence-compounder.
pwm-intelligence-synthesis-enginepwm intelligence synthesis engineHistorical title; naming unreviewedSynthesize outputs from Alpha, Bravo, and Charlie engines into a unified 5-section intelligence brief with cross-engine tension resolution.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-intelligence-synthesis-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-deal-factory, pwm-intelligence-synthesis-engine, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-intelligence-synthesis-engine chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-intelligence-synthesis-engine to synthesize V-MULTI signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-intelligence-synthesis-engine to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-intelligence-synthesis-engine.md; current name matches skill-vault/pwm-intelligence-synthesis-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-intelligence-synthesis-engine.
pwm-intermediary-activationpwm intermediary activationHistorical title; naming unreviewedGenerate the **intermediary briefing package** — everything the advisor needs to activate a warm path intermediary. Includes: who is the prospect, why should the intermediary care, what's the specific ask, and what's the value proposition for the intermediary. All language is archetype x channel speCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-intermediary-activation.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-intermediary-activation.md; current name matches skill-vault/pwm-intermediary-activation.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-intermediary-activation.
pwm-ivy-hybrid-bd-adapterpwm ivy hybrid bd adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for hybrid and independent broker-dealer prospects (CH-04). This adapter IS the orchestrator — it routes engines in sequence with hybrid/BD-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ivy-hybrid-bd-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ivy-hybrid-bd-adapter.md; current name matches skill-vault/pwm-ivy-hybrid-bd-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ivy-hybrid-bd-adapter.
pwm-ivy-private-bank-adapterpwm ivy private bank adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for private-bank-channel prospects (CH-02). This adapter IS the orchestrator — it routes engines in sequence with private-bank-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ivy-private-bank-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ivy-private-bank-adapter.md; current name matches skill-vault/pwm-ivy-private-bank-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ivy-private-bank-adapter.
pwm-ivy-prospect-intelpwm ivy prospect intelHistorical title; naming unreviewedMaster orchestrator for the Cortex Intelligence Platform. Auto-detects prospect channel type and routes to the appropriate adapter for full 2-pass intelligence production.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ivy-prospect-intel.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ivy-prospect-intel.md; current name matches skill-vault/pwm-ivy-prospect-intel.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ivy-prospect-intel.
pwm-ivy-ria-mfo-adapterpwm ivy ria mfo adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for RIA and multi-family office prospects (CH-03). This adapter IS the orchestrator — it routes engines in sequence with RIA/MFO-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ivy-ria-mfo-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ivy-ria-mfo-adapter.md; current name matches skill-vault/pwm-ivy-ria-mfo-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ivy-ria-mfo-adapter.
pwm-ivy-wirehouse-adapterpwm ivy wirehouse adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for wirehouse-channel prospects (CH-01). This adapter IS the orchestrator — it routes engines in sequence with wirehouse-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ivy-wirehouse-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ivy-wirehouse-adapter.md; current name matches skill-vault/pwm-ivy-wirehouse-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ivy-wirehouse-adapter.
pwm-kg-datapwm kg dataHistorical title; naming unreviewed/pwm-kg-data — Knowledge Graph Engineering: Data & EvidenceCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-kg-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-kg-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-kg-data output into prospect dossier generator for deeper V-KGENG coverage
Signal detection: Query pwm-kg-data for changes in V-KGENG metrics that indicate transition readiness
Benchmarking: Use pwm-kg-data to compare prospect V-KGENG profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-kg-data.md; current name matches skill-vault/pwm-kg-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-kg-data.
pwm-kg-frameworkspwm kg frameworksHistorical title; naming unreviewed/pwm-kg-frameworks — Knowledge Graph Engineering: Conceptual FrameworksCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-kg-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-kg-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-kg-frameworks to structure V-KGENG analysis for an unfamiliar market segment
Team onboarding: Use pwm-kg-frameworks to train new analysts on V-KGENG intelligence methodology
Quarterly review: Run pwm-kg-frameworks to reassess V-KGENG positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-kg-frameworks.md; current name matches skill-vault/pwm-kg-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-kg-frameworks.
pwm-kg-methodspwm kg methodsHistorical title; naming unreviewed/pwm-kg-methods — Knowledge Graph Engineering: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-kg-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-kg-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-kg-methods to Activates the Knowledge Graph Engineering knowledge base filtered to Process & M before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-kg-methods across 4 active prospects to Activates the Knowledge Graph Engineering knowledge base filtered to Process & M and prioritize outreach
Competitive displacement: Use pwm-kg-methods to Activates the Knowledge Graph Engineering knowledge base filtered to Process & M on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-kg-methods.md; current name matches skill-vault/pwm-kg-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-kg-methods.
pwm-lead-genpwm lead genHistorical title; naming unreviewedGenerate a curated list of 100 UHNW Private Wealth Management advisor team leads for **$ARGUMENTS** (default: Texas).Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-lead-gen.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): collect-pwm-teams, compile-pwm-workbook, enrich-pwm-teams, pwm-track, verify-pwm-teams
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-lead-gen to Generate state-specific PWM UHNW lead list (100 advisor teams, 4 categories) before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-lead-gen across 4 active prospects to Generate state-specific PWM UHNW lead list (100 advisor teams, 4 categories) and prioritize outreach
Competitive displacement: Use pwm-lead-gen to Generate state-specific PWM UHNW lead list (100 advisor teams, 4 categories) on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-lead-gen.md; current name matches skill-vault/pwm-lead-gen.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-lead-gen.
pwm-market-density-scanpwm market density scanHistorical title; naming unreviewedScan a geographic market for prospect concentration by archetype × channel. Returns a heat map showing where opportunity is densest, with warm path feasibility percentages and top prospects per cell.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-market-density-scan.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-market-density-scan to "SENTINEL-01: Market Density Scanner — scans geographic markets for prospect den before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-market-density-scan across 4 active prospects to "SENTINEL-01: Market Density Scanner — scans geographic markets for prospect den and prioritize outreach
Competitive displacement: Use pwm-market-density-scan to "SENTINEL-01: Market Density Scanner — scans geographic markets for prospect den on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-market-density-scan.md; current name matches skill-vault/pwm-market-density-scan.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-market-density-scan.
pwm-market-developmentpwm market developmentHistorical title; naming unreviewedEvaluates whether a candidate Behavioral Asset Class should be launched on CORTEX. Produces a structured viability assessment covering data readiness, regulatory pathway, market demand, competitive landscape, and estimated timeline.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-market-development.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-market-development to market-development — BAC Expansion Strategy Engine Identify new BAC opportunitie before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-market-development across 4 active prospects to market-development — BAC Expansion Strategy Engine Identify new BAC opportunitie and prioritize outreach
Competitive displacement: Use pwm-market-development to market-development — BAC Expansion Strategy Engine Identify new BAC opportunitie on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-market-development.md; current name matches skill-vault/pwm-market-development.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-market-development.
pwm-meeting-acceleration-clusterpwm meeting acceleration clusterHistorical title; naming unreviewedExecute the **meeting acceleration pipeline** — convert discovered prospects into meeting-ready packages with full intelligence and orchestration.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-meeting-acceleration-cluster.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-meeting-acceleration-cluster.
pwm-meeting-readiness-gatepwm meeting readiness gateHistorical title; naming unreviewed**Cluster**: NAVIGATOR (Meta-Cognitive Calibration Engine) **Phase**: PCDAD-L ANALYZE (final gate before DELIVER) **ID**: NAVIGATOR-03Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-meeting-readiness-gate.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-meeting-readiness-gate to 03: Meeting Readiness Gate before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-meeting-readiness-gate across 4 active prospects to 03: Meeting Readiness Gate and prioritize outreach
Competitive displacement: Use pwm-meeting-readiness-gate to 03: Meeting Readiness Gate on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-meeting-readiness-gate.md; current name matches skill-vault/pwm-meeting-readiness-gate.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-meeting-readiness-gate.
pwm-multi-prospect-path-optimizepwm multi prospect path optimizeHistorical title; naming unreviewedGiven N prospects with their warm paths and PATHFINDER-01 strategies, compute the **optimal activation sequence** that maximizes intermediary utility (one intermediary introduces to multiple prospects), minimizes activation fatigue (don't burn out connectors), and respects timing constraints (alpha Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-multi-prospect-path-optimize.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-multi-prospect-path-optimize.md; current name matches skill-vault/pwm-multi-prospect-path-optimize.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-multi-prospect-path-optimize.
pwm-network-activation-clusterpwm network activation clusterHistorical title; naming unreviewedExecute the **network activation pipeline** — identify CJ's highest-leverage network contacts (kingmakers) and build mission plans through each to unlock the most AUM.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-network-activation-cluster.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-network-activation-cluster.
pwm-network-analysis-enginepwm network analysis engineHistorical title; naming unreviewedEngine Charlie converts network topology into actionable access strategies: C1 (Topology) → C2 (Structural Holes) → C3 (Latent Networks) → C4 (CARVER Scoring) → C5 (Approach Simulation)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-network-analysis-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-network-analysis-engine to network-analysis-engine — Abductive Network Analysis Engine Cortex Engine Charli before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-network-analysis-engine across 4 active prospects to network-analysis-engine — Abductive Network Analysis Engine Cortex Engine Charli and prioritize outreach
Competitive displacement: Use pwm-network-analysis-engine to network-analysis-engine — Abductive Network Analysis Engine Cortex Engine Charli on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-network-analysis-engine.md; current name matches skill-vault/pwm-network-analysis-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-network-analysis-engine.
pwm-network-aum-pipelinepwm network aum pipelineHistorical title; naming unreviewedThe **crown jewel** orchestrator. Using ONLY CJ Steadman's existing personal, professional, and social network, systematically identify, qualify, and present hyper-personalized warm paths to $50M+ investable AUM prospects.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-network-aum-pipeline.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-network-aum-pipeline.
pwm-network-topology-enginepwm network topology engineHistorical title; naming unreviewedEngine Charlie converts network topology into actionable access strategies: C1 (Topology) → C2 (Structural Holes) → C3 (Latent Networks) → C4 (CARVER Scoring) → C5 (Approach Simulation)Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-network-topology-engine to network-topology-engine — Abductive Network Analysis Engine Cortex Engine Charli before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-network-topology-engine across 4 active prospects to network-topology-engine — Abductive Network Analysis Engine Cortex Engine Charli and prioritize outreach
Competitive displacement: Use pwm-network-topology-engine to network-topology-engine — Abductive Network Analysis Engine Cortex Engine Charli on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-network-topology-engine.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-network-topology-engine.
pwm-nlp-casespwm nlp casesHistorical title; naming unreviewed/pwm-nlp-cases — Neuro-Linguistic Programming: Case Studies & ExamplesCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-nlp-cases.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-nlp-cases
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-nlp-cases to Activates the Neuro-Linguistic Programming knowledge base filtered to Case Studi before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-nlp-cases across 4 active prospects to Activates the Neuro-Linguistic Programming knowledge base filtered to Case Studi and prioritize outreach
Competitive displacement: Use pwm-nlp-cases to Activates the Neuro-Linguistic Programming knowledge base filtered to Case Studi on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-nlp-cases.md; current name matches skill-vault/pwm-nlp-cases.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-nlp-cases.
pwm-nlp-datapwm nlp dataHistorical title; naming unreviewed/pwm-nlp-data — Neuro-Linguistic Programming: Data & EvidenceCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-nlp-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-nlp-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-nlp-data output into prospect dossier generator for deeper V-NLP coverage
Signal detection: Query pwm-nlp-data for changes in V-NLP metrics that indicate transition readiness
Benchmarking: Use pwm-nlp-data to compare prospect V-NLP profile against peer cohort
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-nlp-data.md; current name matches skill-vault/pwm-nlp-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-nlp-data.
pwm-nlp-frameworkspwm nlp frameworksHistorical title; naming unreviewed/pwm-nlp-frameworks — Neuro-Linguistic Programming: Conceptual FrameworksCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-nlp-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-nlp-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-nlp-frameworks to structure V-NLP analysis for an unfamiliar market segment
Team onboarding: Use pwm-nlp-frameworks to train new analysts on V-NLP intelligence methodology
Quarterly review: Run pwm-nlp-frameworks to reassess V-NLP positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-nlp-frameworks.md; current name matches skill-vault/pwm-nlp-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-nlp-frameworks.
pwm-nlp-methodspwm nlp methodsHistorical title; naming unreviewed/pwm-nlp-methods — Neuro-Linguistic Programming: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-nlp-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-nlp-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-nlp-methods to Activates the Neuro-Linguistic Programming knowledge base filtered to Process & before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-nlp-methods across 4 active prospects to Activates the Neuro-Linguistic Programming knowledge base filtered to Process & and prioritize outreach
Competitive displacement: Use pwm-nlp-methods to Activates the Neuro-Linguistic Programming knowledge base filtered to Process & on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-nlp-methods.md; current name matches skill-vault/pwm-nlp-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-nlp-methods.
pwm-ontology-versionpwm ontology versionHistorical title; naming unreviewedBehavioral signal types (BST-1 through BST-8) and their definitions form the ontological foundation of CORTEX indices. When signal definitions change (new sources, revised weightings, added sub-types), a new ontology version must be created and existing contracts must remain pinned to their originalCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ontology-version.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ontology-version.md; current name matches skill-vault/pwm-ontology-version.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ontology-version.
pwm-osint-datapwm osint dataHistorical title; naming unreviewed/pwm-osint-data — OSINT Collection & Analysis: Data & EvidenceCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-osint-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-osint-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-osint-data output into prospect dossier generator for deeper V-OSINT coverage
Signal detection: Query pwm-osint-data for changes in V-OSINT metrics that indicate transition readiness
Benchmarking: Use pwm-osint-data to compare prospect V-OSINT profile against peer cohort
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-osint-data.md; current name matches skill-vault/pwm-osint-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-osint-data.
pwm-osint-frameworkspwm osint frameworksHistorical title; naming unreviewed/pwm-osint-frameworks — OSINT Collection & Analysis: Conceptual FrameworksCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-osint-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-osint-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-osint-frameworks to structure V-OSINT analysis for an unfamiliar market segment
Team onboarding: Use pwm-osint-frameworks to train new analysts on V-OSINT intelligence methodology
Quarterly review: Run pwm-osint-frameworks to reassess V-OSINT positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-osint-frameworks.md; current name matches skill-vault/pwm-osint-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-osint-frameworks.
pwm-osint-methodspwm osint methodsHistorical title; naming unreviewed/pwm-osint-methods — OSINT Collection & Analysis: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-osint-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-osint-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-osint-methods to Activates the OSINT Collection & Analysis knowledge base filtered to Process & M before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-osint-methods across 4 active prospects to Activates the OSINT Collection & Analysis knowledge base filtered to Process & M and prioritize outreach
Competitive displacement: Use pwm-osint-methods to Activates the OSINT Collection & Analysis knowledge base filtered to Process & M on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-osint-methods.md; current name matches skill-vault/pwm-osint-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-osint-methods.
pwm-osint-toolspwm osint toolsHistorical title; naming unreviewed/pwm-osint-tools — OSINT Collection & Analysis: Tools & TemplatesCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-osint-tools.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-osint-tools
Historical use-case proposals:
Deliverable production: Run pwm-osint-tools to generate client-ready V-OSINT intelligence artifacts
Dashboard refresh: Use pwm-osint-tools to update V-OSINT metrics across the active portfolio
Quality gate: Apply pwm-osint-tools as pre-delivery validation on V-OSINT intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-osint-tools.md; current name matches skill-vault/pwm-osint-tools.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-osint-tools.
pwm-outcome-capturerpwm outcome capturerHistorical title; naming unreviewedAccept a structured post-meeting debrief, persist the outcome to both Neo4j (MeetingOutcome node) and SQLite (cortex_state engagement_outcomes), and flag disconfirmed predictions for the calibration feedback loop.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-outcome-capturer.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-outcome-capturer to "SENTINEL-08: Post-Meeting Outcome Capturer — captures structured meeting debrie before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-outcome-capturer across 4 active prospects to "SENTINEL-08: Post-Meeting Outcome Capturer — captures structured meeting debrie and prioritize outreach
Competitive displacement: Use pwm-outcome-capturer to "SENTINEL-08: Post-Meeting Outcome Capturer — captures structured meeting debrie on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-outcome-capturer.md; current name matches skill-vault/pwm-outcome-capturer.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-outcome-capturer.
pwm-pain-datapwm pain dataHistorical title; naming unreviewedSK-PWM-PAIN-032 | Domain: V-PAIN | Category: H3 | Tier: Prime (Score: 0.65)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-pain-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-pain-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-pain-data output into prospect dossier generator for deeper V-PAIN coverage
Signal detection: Query pwm-pain-data for changes in V-PAIN metrics that indicate transition readiness
Benchmarking: Use pwm-pain-data to compare prospect V-PAIN profile against peer cohort
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-pain-data.md; current name matches skill-vault/pwm-pain-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-pain-data.
pwm-pain-frameworkspwm pain frameworksHistorical title; naming unreviewedSK-PWM-PAIN-031 | Domain: V-PAIN | Category: H1 | Tier: Prime (Score: 0.72)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-pain-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-pain-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-pain-frameworks to structure V-PAIN analysis for an unfamiliar market segment
Team onboarding: Use pwm-pain-frameworks to train new analysts on V-PAIN intelligence methodology
Quarterly review: Run pwm-pain-frameworks to reassess V-PAIN positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-pain-frameworks.md; current name matches skill-vault/pwm-pain-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-pain-frameworks.
pwm-pain-methodspwm pain methodsHistorical title; naming unreviewedSK-PWM-PAIN-033 | Domain: V-PAIN | Category: H2 | Tier: Prime (Score: 0.69)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-pain-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-pain-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-pain-methods to pain-methods — Pain Architecture: Process & Methodology Pain diagnosis methodolo before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-pain-methods across 4 active prospects to pain-methods — Pain Architecture: Process & Methodology Pain diagnosis methodolo and prioritize outreach
Competitive displacement: Use pwm-pain-methods to pain-methods — Pain Architecture: Process & Methodology Pain diagnosis methodolo on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-pain-methods.md; current name matches skill-vault/pwm-pain-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-pain-methods.
pwm-pipeline-velocitypwm pipeline velocityHistorical title; naming unreviewedScore every prospect in the Cortex PIF on 4 velocity dimensions and generate a prioritized action list. Identifies stalled deals, decaying predictions, and missing intelligence gaps.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-pipeline-velocity.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-pipeline-velocity.md; current name matches skill-vault/pwm-pipeline-velocity.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-pipeline-velocity.
pwm-ppli-datapwm ppli dataHistorical title; naming unreviewed/pwm-ppli-data — PPLI Actuarial: Data & CalibrationCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ppli-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-ppli-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-ppli-data output into prospect dossier generator for deeper V-PPLI coverage
Signal detection: Query pwm-ppli-data for changes in V-PPLI metrics that indicate transition readiness
Benchmarking: Use pwm-ppli-data to compare prospect V-PPLI profile against peer cohort
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ppli-data.md; current name matches skill-vault/pwm-ppli-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ppli-data.
pwm-ppli-frameworkspwm ppli frameworksHistorical title; naming unreviewed/pwm-ppli-frameworks — PPLI Actuarial: Frameworks & StrategyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ppli-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-ppli-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-ppli-frameworks to structure V-PPLI analysis for an unfamiliar market segment
Team onboarding: Use pwm-ppli-frameworks to train new analysts on V-PPLI intelligence methodology
Quarterly review: Run pwm-ppli-frameworks to reassess V-PPLI positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ppli-frameworks.md; current name matches skill-vault/pwm-ppli-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ppli-frameworks.
pwm-ppli-methodspwm ppli methodsHistorical title; naming unreviewed/pwm-ppli-methods — PPLI Actuarial: Process & MethodologyCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ppli-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-ppli-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-ppli-methods to Private Placement Life Insurance actuarial methods — §7702 qualification testing before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-ppli-methods across 4 active prospects to Private Placement Life Insurance actuarial methods — §7702 qualification testing and prioritize outreach
Competitive displacement: Use pwm-ppli-methods to Private Placement Life Insurance actuarial methods — §7702 qualification testing on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ppli-methods.md; current name matches skill-vault/pwm-ppli-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ppli-methods.
pwm-private-bank-adapterpwm private bank adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for private-bank-channel prospects (CH-02). This adapter IS the orchestrator — it routes engines in sequence with private-bank-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-private-bank-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-private-bank-adapter.md; current name matches skill-vault/pwm-private-bank-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-private-bank-adapter.
pwm-product-conceptspwm product conceptsHistorical title; naming unreviewedSK-PWM-PROD-009 | Domain: V-PROD | Category: H1_CONCEPTUAL | Tier: Prime (Score: 0.67)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-product-concepts.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-product-concepts
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-product-concepts to product-concepts — Product Intelligence: Core Concepts Core product concepts — m before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-product-concepts across 4 active prospects to product-concepts — Product Intelligence: Core Concepts Core product concepts — m and prioritize outreach
Competitive displacement: Use pwm-product-concepts to product-concepts — Product Intelligence: Core Concepts Core product concepts — m on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-product-concepts.md; current name matches skill-vault/pwm-product-concepts.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-product-concepts.
pwm-product-datapwm product dataHistorical title; naming unreviewedSK-PWM-PROD-008 | Domain: V-PROD | Category: H3 | Tier: Prime (Score: 0.68)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-product-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-product-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-product-data output into prospect dossier generator for deeper V-PROD coverage
Signal detection: Query pwm-product-data for changes in V-PROD metrics that indicate transition readiness
Benchmarking: Use pwm-product-data to compare prospect V-PROD profile against peer cohort
April modeled stack estimates (no measured user baseline):
pwm-intel-cycle: 7.0× modeled catalog estimate
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-product-data.md; current name matches skill-vault/pwm-product-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-product-data.
pwm-product-frameworkspwm product frameworksHistorical title; naming unreviewedSK-PWM-PROD-007 | Domain: V-PROD | Category: H1 | Tier: Prime (Score: 0.68)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-product-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-product-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-product-frameworks to structure V-PROD analysis for an unfamiliar market segment
Team onboarding: Use pwm-product-frameworks to train new analysts on V-PROD intelligence methodology
Quarterly review: Run pwm-product-frameworks to reassess V-PROD positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-product-frameworks.md; current name matches skill-vault/pwm-product-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-product-frameworks.
pwm-product-methodspwm product methodsHistorical title; naming unreviewedSK-PWM-PROD-006 | Domain: V-PROD | Category: H2 | Tier: Prime (Score: 0.68)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-product-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-product-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-product-methods to product-methods — Product Intelligence: Process & Methodology Product structurin before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-product-methods across 4 active prospects to product-methods — Product Intelligence: Process & Methodology Product structurin and prioritize outreach
Competitive displacement: Use pwm-product-methods to product-methods — Product Intelligence: Process & Methodology Product structurin on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-product-methods.md; current name matches skill-vault/pwm-product-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-product-methods.
pwm-prospect-behavioral-profiling-enginepwm prospect behavioral profiling engineHistorical title; naming unreviewed/pwm-prospect-behavioral-profiling-engine — Prospect Behavioral Profiling EngineCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-prospect-behavioral-profiling-engine
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-prospect-behavioral-profiling-engine chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-prospect-behavioral-profiling-engine to synthesize V-ACQN, V-BEHAV signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-prospect-behavioral-profiling-engine to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-behavioral-profiling-engine.md; current name matches skill-vault/pwm-prospect-behavioral-profiling-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-behavioral-profiling-engine.
pwm-prospect-communication-calibration-systepwm prospect communication calibration systeHistorical title; naming unreviewed/pwm-prospect-communication-calibration-syste — Prospect Communication Calibration SystemCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-prospect-communication-calibration-syste
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-prospect-communication-calibration-syste chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-prospect-communication-calibration-syste to synthesize V-ACQN, V-BEHAV signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-prospect-communication-calibration-syste to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-communication-calibration-syste.md; current name matches skill-vault/pwm-prospect-communication-calibration-syste.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-communication-calibration-syste.
pwm-prospect-deep-intelpwm prospect deep intelHistorical title; naming unreviewed/pwm-prospect-deep-intel — Deep Prospect Intelligence (PWM)Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-deep-intel.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-deep-intel.
pwm-prospect-discovery-clusterpwm prospect discovery clusterHistorical title; naming unreviewedExecute the **prospect discovery pipeline** — surface qualified prospects with warm-path access confirmed, each with a full L5D intelligence dossier.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-alpha-window, cie-warm-path-scan, pwm-meeting-acceleration-cluster, pwm-prospect-dossier-generator, satn-prospect-audit
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-prospect-discovery-cluster to "Composite SOP cluster: discovers and qualifies 5+ prospects/week for CJ Steadma before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-prospect-discovery-cluster across 4 active prospects to "Composite SOP cluster: discovers and qualifies 5+ prospects/week for CJ Steadma and prioritize outreach
Competitive displacement: Use pwm-prospect-discovery-cluster to "Composite SOP cluster: discovers and qualifies 5+ prospects/week for CJ Steadma on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-discovery-cluster.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-discovery-cluster.
pwm-prospect-dossier-generatorpwm prospect dossier generatorHistorical title; naming unreviewedGenerate a **Level 5 Intelligence Dossier (L5D)** for the specified prospect, personalized for CJ Steadman's Raymond James practice in Tampa, FL.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-prospect-dossier-generator.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Deliverable production: Run pwm-prospect-dossier-generator to generate client-ready V-ACQN, V-OSINT intelligence artifacts
Dashboard refresh: Use pwm-prospect-dossier-generator to update V-ACQN, V-OSINT metrics across the active portfolio
Quality gate: Apply pwm-prospect-dossier-generator as pre-delivery validation on V-ACQN, V-OSINT intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-dossier-generator.md; current name matches skill-vault/pwm-prospect-dossier-generator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-dossier-generator.
pwm-prospect-engagement-preppwm prospect engagement prepHistorical title; naming unreviewed/pwm-prospect-engagement-prep — Full Prospect Engagement PreparationHistorical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-engagement-prep.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-engagement-prep.
pwm-prospect-intelpwm prospect intelHistorical title; naming unreviewedMaster orchestrator for the Cortex Intelligence Platform. Auto-detects prospect channel type and routes to the appropriate adapter for full 2-pass intelligence production.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-prospect-intel.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-intel.md; current name matches skill-vault/pwm-prospect-intel.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-intel.
pwm-prospect-intel-production-orchestratorpwm prospect intel production orchestratorHistorical title; naming unreviewedExecute the complete PCDAD-L (Plan-Collect-Detect-Analyze-Deliver-Loop) intelligence production cycle for a single UHNW prospect. This is the PCDAD-enhanced replacement for the ad-hoc collection in `/9010-prospect-full-cycle`.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Full-cycle prospect engagement: Execute pwm-prospect-intel-production-orchestrator chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-prospect-intel-production-orchestrator to synthesize V-ACQN, V-MULTI signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-prospect-intel-production-orchestrator to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-intel-production-orchestrator.md; current name matches skill-vault/pwm-prospect-intel-production-orchestrator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-intel-production-orchestrator.
pwm-prospect-lifecycle-orchestratorpwm prospect lifecycle orchestratorHistorical title; naming unreviewedSingle entry point for the entire Cortex Intelligence Platform. Coordinates: - **Engine Alpha** (deductive): 8-domain financial strategy prediction - **Engine Bravo** (inductive): signal-to-strategy enrichment - **Engine Charlie** (abductive): network analysis + warm paths - **Confidence Calibrator*Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-lifecycle-orchestrator.md; current name matches skill-vault/pwm-prospect-lifecycle-orchestrator.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-lifecycle-orchestrator.
pwm-prospect-osint-collection-enginepwm prospect osint collection engineHistorical title; naming unreviewed/pwm-prospect-osint-collection-engine — Prospect OSINT Collection EngineHistorical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-prospect-osint-collection-engine
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-prospect-osint-collection-engine to OSINT collection cycle optimized for UHNW prospect intelligence. Exceptional ski before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-prospect-osint-collection-engine across 4 active prospects to OSINT collection cycle optimized for UHNW prospect intelligence. Exceptional ski and prioritize outreach
Competitive displacement: Use pwm-prospect-osint-collection-engine to OSINT collection cycle optimized for UHNW prospect intelligence. Exceptional ski on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-osint-collection-engine.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-osint-collection-engine.
pwm-prospect-qualification-enginepwm prospect qualification engineHistorical title; naming unreviewedQualifies and ranks prospects for CJ Steadman (Raymond James) by running deep intelligence enrichment, archetype classification, competitive overlay scoring, behavioral profiling, and demand-side scoring into a tiered T1/T2/T3 priority output. Answers the question: WHO is worth pursuing?Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-prospect-qualification-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-prospect-qualification-engine to prospect-qualification-engine (Composite SOP) before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-prospect-qualification-engine across 4 active prospects to prospect-qualification-engine (Composite SOP) and prioritize outreach
Competitive displacement: Use pwm-prospect-qualification-engine to prospect-qualification-engine (Composite SOP) on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-qualification-engine.md; current name matches skill-vault/pwm-prospect-qualification-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-qualification-engine.
pwm-prospect-relationship-graph-enginepwm prospect relationship graph engineHistorical title; naming unreviewed/pwm-prospect-relationship-graph-engine — Prospect Relationship Graph EngineCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-prospect-relationship-graph-engine
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-prospect-relationship-graph-engine chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-prospect-relationship-graph-engine to synthesize V-ACQN, V-GRAPH signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-prospect-relationship-graph-engine to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-prospect-relationship-graph-engine.md; current name matches skill-vault/pwm-prospect-relationship-graph-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-prospect-relationship-graph-engine.
pwm-reflexivity-monitorpwm reflexivity monitorHistorical title; naming unreviewedMonitors whether trading activity on CORTEX behavioral futures is influencing the underlying real-world behavioral outcomes being measured. This is a novel regulatory and market integrity concern unique to behavioral exchanges — if a large short position on opioid prescribing futures incentivizes acCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-reflexivity-monitor.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-reflexivity-monitor to reflexivity-monitor — Market Reflexivity Detection System Monitor behavioral fut before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-reflexivity-monitor across 4 active prospects to reflexivity-monitor — Market Reflexivity Detection System Monitor behavioral fut and prioritize outreach
Competitive displacement: Use pwm-reflexivity-monitor to reflexivity-monitor — Market Reflexivity Detection System Monitor behavioral fut on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-reflexivity-monitor.md; current name matches skill-vault/pwm-reflexivity-monitor.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-reflexivity-monitor.
pwm-regulatory-harmonizepwm regulatory harmonizeHistorical title; naming unreviewedCORTEX operates at the intersection of three regulatory jurisdictions: - **SEC** — securities regulation (if behavioral indices are deemed securities) - **CFTC** — commodity futures regulation (primary jurisdiction for futures contracts) - **NAIC** — insurance regulation (if contracts are classifiedCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-regulatory-harmonize.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-regulatory-harmonize to regulatory-harmonize — Multi-Regulator Compliance Harmonization Harmonize SEC + before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-regulatory-harmonize across 4 active prospects to regulatory-harmonize — Multi-Regulator Compliance Harmonization Harmonize SEC + and prioritize outreach
Competitive displacement: Use pwm-regulatory-harmonize to regulatory-harmonize — Multi-Regulator Compliance Harmonization Harmonize SEC + on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-regulatory-harmonize.md; current name matches skill-vault/pwm-regulatory-harmonize.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-regulatory-harmonize.
pwm-ria-mfo-adapterpwm ria mfo adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for RIA and multi-family office prospects (CH-03). This adapter IS the orchestrator — it routes engines in sequence with RIA/MFO-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-ria-mfo-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-ria-mfo-adapter.md; current name matches skill-vault/pwm-ria-mfo-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-ria-mfo-adapter.
pwm-risk-scenariopwm risk scenarioHistorical title; naming unreviewedGenerates structured risk scenarios for the CORTEX exchange, quantifies their potential impact, and produces actionable response playbooks. Scenarios feed C4 Risk Sentinel for stress testing and inform MCCB governance decisions about threshold calibration.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-risk-scenario.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-risk-scenario to risk-scenario — Exchange Risk Scenario Generator Generate and evaluate risk scen before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-risk-scenario across 4 active prospects to risk-scenario — Exchange Risk Scenario Generator Generate and evaluate risk scen and prioritize outreach
Competitive displacement: Use pwm-risk-scenario to risk-scenario — Exchange Risk Scenario Generator Generate and evaluate risk scen on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-risk-scenario.md; current name matches skill-vault/pwm-risk-scenario.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-risk-scenario.
pwm-settlement-cyclepwm settlement cycleHistorical title; naming unreviewedExecutes the complete T+1 settlement cycle for expired behavioral futures contracts. Settlement is the most critical operational process — errors directly cause financial loss for participants and regulatory violations.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-settlement-cycle.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-settlement-cycle to settlement-cycle — T+1 Settlement Engine Execute the T+1 settlement cycle for CO before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-settlement-cycle across 4 active prospects to settlement-cycle — T+1 Settlement Engine Execute the T+1 settlement cycle for CO and prioritize outreach
Competitive displacement: Use pwm-settlement-cycle to settlement-cycle — T+1 Settlement Engine Execute the T+1 settlement cycle for CO on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-settlement-cycle.md; current name matches skill-vault/pwm-settlement-cycle.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-settlement-cycle.
pwm-signal-harvestpwm signal harvestHistorical title; naming unreviewedAcquires, validates, and normalizes behavioral signals from configured data sources for a specified Behavioral Asset Class (BAC). Enforces source quality scoring, diversity thresholds, freshness requirements, and anomaly detection before any signal enters the index construction pipeline.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-signal-harvest.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-signal-harvest to signal-harvest — Behavioral Signal Acquisition Orchestrator Orchestrate behavior before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-signal-harvest across 4 active prospects to signal-harvest — Behavioral Signal Acquisition Orchestrator Orchestrate behavior and prioritize outreach
Competitive displacement: Use pwm-signal-harvest to signal-harvest — Behavioral Signal Acquisition Orchestrator Orchestrate behavior on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-signal-harvest.md; current name matches skill-vault/pwm-signal-harvest.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-signal-harvest.
pwm-socmint-casespwm socmint casesHistorical title; naming unreviewed/pwm-socmint-cases — Social Media Intelligence: Case Studies & ExamplesCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-socmint-cases.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-socmint-cases
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-socmint-cases to Activates the Social Media Intelligence knowledge base filtered to Case Studies before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-socmint-cases across 4 active prospects to Activates the Social Media Intelligence knowledge base filtered to Case Studies and prioritize outreach
Competitive displacement: Use pwm-socmint-cases to Activates the Social Media Intelligence knowledge base filtered to Case Studies on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-socmint-cases.md; current name matches skill-vault/pwm-socmint-cases.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-socmint-cases.
pwm-socmint-datapwm socmint dataHistorical title; naming unreviewedSK-PWM-SINT-028 | Domain: V-SINT | Category: H3 | Tier: Prime (Score: 0.66)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-socmint-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-socmint-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-socmint-data output into prospect dossier generator for deeper V-SINT coverage
Signal detection: Query pwm-socmint-data for changes in V-SINT metrics that indicate transition readiness
Benchmarking: Use pwm-socmint-data to compare prospect V-SINT profile against peer cohort
April modeled stack estimates (no measured user baseline):
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
gtm-strategy: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-socmint-data.md; current name matches skill-vault/pwm-socmint-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-socmint-data.
pwm-socmint-frameworkspwm socmint frameworksHistorical title; naming unreviewedSK-PWM-SINT-027 | Domain: V-SINT | Category: H1 | Tier: Prime (Score: 0.67)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-socmint-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-socmint-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-socmint-frameworks to structure V-SINT analysis for an unfamiliar market segment
Team onboarding: Use pwm-socmint-frameworks to train new analysts on V-SINT intelligence methodology
Quarterly review: Run pwm-socmint-frameworks to reassess V-SINT positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-socmint-frameworks.md; current name matches skill-vault/pwm-socmint-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-socmint-frameworks.
pwm-socmint-methodspwm socmint methodsHistorical title; naming unreviewedSK-PWM-SINT-030 | Domain: V-SINT | Category: H2 | Tier: Prime (Score: 0.67)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-socmint-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-socmint-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-socmint-methods to socmint-methods — SOCMINT/OSINT: Process & Methodology SOCMINT/OSINT methodologi before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-socmint-methods across 4 active prospects to socmint-methods — SOCMINT/OSINT: Process & Methodology SOCMINT/OSINT methodologi and prioritize outreach
Competitive displacement: Use pwm-socmint-methods to socmint-methods — SOCMINT/OSINT: Process & Methodology SOCMINT/OSINT methodologi on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-socmint-methods.md; current name matches skill-vault/pwm-socmint-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-socmint-methods.
pwm-socmint-toolspwm socmint toolsHistorical title; naming unreviewed/pwm-socmint-tools — Social Media Intelligence: Tools & TemplatesCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-socmint-tools.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-socmint-tools
Historical use-case proposals:
Deliverable production: Run pwm-socmint-tools to generate client-ready V-SOCMINT intelligence artifacts
Dashboard refresh: Use pwm-socmint-tools to update V-SOCMINT metrics across the active portfolio
Quality gate: Apply pwm-socmint-tools as pre-delivery validation on V-SOCMINT intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-socmint-tools.md; current name matches skill-vault/pwm-socmint-tools.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-socmint-tools.
pwm-supreme-orchestratorpwm supreme orchestratorHistorical title; naming unreviewedSingle entry point for the entire Cortex Intelligence Platform. Coordinates: - **Engine Alpha** (deductive): 8-domain financial strategy prediction - **Engine Bravo** (inductive): signal-to-strategy enrichment - **Engine Charlie** (abductive): network analysis + warm paths - **Confidence Calibrator*Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-supreme-orchestrator.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-supreme-orchestrator.
pwm-synthesis-brief-enginepwm synthesis brief engineHistorical title; naming unreviewedSynthesize outputs from Alpha, Bravo, and Charlie engines into a unified 5-section intelligence brief with cross-engine tension resolution.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-synthesis-brief-engine.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-synthesis-brief-engine, talyx-vault
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-synthesis-brief-engine chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-synthesis-brief-engine to synthesize V-MULTI signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-synthesis-brief-engine to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-synthesis-brief-engine.md; current name matches skill-vault/pwm-synthesis-brief-engine.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-synthesis-brief-engine.
pwm-team-capability-scanpwm team capability scanHistorical title; naming unreviewedClassify a PWM advisory team's capabilities using ADV filings + OSINT. Maps team against TCP archetypes (TCP-01 through TCP-06) and detects specific capabilities from the 12-capability taxonomy.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-team-capability-scan.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-team-capability-scan to Classify a PWM advisory team's capabilities using ADV filings + OSINT. before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-team-capability-scan across 4 active prospects to Classify a PWM advisory team's capabilities using ADV filings + OSINT. and prioritize outreach
Competitive displacement: Use pwm-team-capability-scan to Classify a PWM advisory team's capabilities using ADV filings + OSINT. on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-team-capability-scan.md; current name matches skill-vault/pwm-team-capability-scan.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-team-capability-scan.
pwm-team-classifypwm team classifyHistorical title; naming unreviewedClassify a PWM advisory team across the 3 taxonomy lenses: 1. Capability Constellation (TCP-01 through TCP-06) 2. Market Position (TMP-01 through TMP-05) 3. Client-Market Fit (TCF-01 through TCF-04)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-team-classify to Classify a PWM advisory team across the 3 taxonomy lenses: before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-team-classify across 4 active prospects to Classify a PWM advisory team across the 3 taxonomy lenses: and prioritize outreach
Competitive displacement: Use pwm-team-classify to Classify a PWM advisory team across the 3 taxonomy lenses: on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-team-classify.md; current name matches skill-vault/pwm-team-classify.md, skills/pwm-team-classify/SKILL.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-team-classify.
pwm-team-datapwm team dataHistorical title; naming unreviewedSK-PWM-TEAM-037 | Domain: V-TEAM | Category: H3 | Tier: Prime (Score: 0.71)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-team-data.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-team-data
Historical use-case proposals:
Dossier enrichment: Feed pwm-team-data output into prospect dossier generator for deeper V-TEAM coverage
Signal detection: Query pwm-team-data for changes in V-TEAM metrics that indicate transition readiness
Benchmarking: Use pwm-team-data to compare prospect V-TEAM profile against peer cohort
April modeled stack estimates (no measured user baseline):
pwm-intel-cycle: 7.0× modeled catalog estimate
client-overlay: 4.5× modeled catalog estimate
gtm-consolidate: 4.5× modeled catalog estimate
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-team-data.md; current name matches skill-vault/pwm-team-data.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-team-data.
pwm-team-displacement-soppwm team displacement sopHistorical title; naming unreviewedComplete wealth advisory team displacement intelligence package. Chains deep prospect intel → behavioral profiling → communication calibration → influence methods into a single displacement brief.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-team-displacement-sop.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-influence-methods, pwm-prospect-behavioral-profiling-engine, pwm-prospect-communication-calibration-syste, pwm-prospect-deep-intel, pwm-team-displacement-sop
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-team-displacement-sop to Complete wealth advisory team displacement intelligence package. Chains deep pro before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-team-displacement-sop across 4 active prospects to Complete wealth advisory team displacement intelligence package. Chains deep pro and prioritize outreach
Competitive displacement: Use pwm-team-displacement-sop to Complete wealth advisory team displacement intelligence package. Chains deep pro on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-team-displacement-sop.md; current name matches skill-vault/pwm-team-displacement-sop.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-team-displacement-sop.
pwm-team-frameworkspwm team frameworksHistorical title; naming unreviewedSK-PWM-TEAM-039 | Domain: V-TEAM | Category: H1 | Tier: Prime (Score: 0.70)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-team-frameworks.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-team-frameworks
Historical use-case proposals:
New vertical entry: Apply pwm-team-frameworks to structure V-TEAM analysis for an unfamiliar market segment
Team onboarding: Use pwm-team-frameworks to train new analysts on V-TEAM intelligence methodology
Quarterly review: Run pwm-team-frameworks to reassess V-TEAM positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-team-frameworks.md; current name matches skill-vault/pwm-team-frameworks.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-team-frameworks.
pwm-team-methodspwm team methodsHistorical title; naming unreviewedSK-PWM-TEAM-036 | Domain: V-TEAM | Category: H2 | Tier: Prime (Score: 0.71)Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-team-methods.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-team-methods
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-team-methods to team-methods — Team Intelligence: Process & Methodology Team intelligence method before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-team-methods across 4 active prospects to team-methods — Team Intelligence: Process & Methodology Team intelligence method and prioritize outreach
Competitive displacement: Use pwm-team-methods to team-methods — Team Intelligence: Process & Methodology Team intelligence method on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-team-methods.md; current name matches skill-vault/pwm-team-methods.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-team-methods.
pwm-veana-score-dashboardpwm veana score dashboardHistorical title; naming unreviewedGenerate the VEANA Scoring Dashboard — an interactive HTML visualization of all PWMTeam VEANA scores with tier distribution, sub-score breakdowns, and backtest results.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-veana-score-dashboard.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): architecture-patterns, orthogonal-multi-approach-scoring-system-20260320, pwm-veana-score-dashboard, talyx-vault
Historical use-case proposals:
Deliverable production: Run pwm-veana-score-dashboard to generate client-ready V-PWM intelligence artifacts
Dashboard refresh: Use pwm-veana-score-dashboard to update V-PWM metrics across the active portfolio
Quality gate: Apply pwm-veana-score-dashboard as pre-delivery validation on V-PWM intelligence outputs
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-veana-score-dashboard.md; current name matches skill-vault/pwm-veana-score-dashboard.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-veana-score-dashboard.
pwm-veana-to-cie-bridgepwm veana to cie bridgeHistorical title; naming unreviewedInjects VEANA scoring intelligence (structural deficits, behavioral trajectory, market-structure arbitrage) from PWMTeam nodes into the CIE prospect overlay pipeline, enriching prospect prioritization with AI-leverage opportunity data.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-veana-to-cie-bridge.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-chain-prospect, cie-prospect-overlay, pwm-veana-to-cie-bridge, score-thermostat
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-veana-to-cie-bridge chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-veana-to-cie-bridge to synthesize V-PWM signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-veana-to-cie-bridge to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-veana-to-cie-bridge.md; current name matches skill-vault/pwm-veana-to-cie-bridge.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-veana-to-cie-bridge.
pwm-warm-path-constructorpwm warm path constructorHistorical title; naming unreviewedConstructs and ranks introduction paths for CJ Steadman (Raymond James) prospects by mapping kinship networks, scanning warm path candidates, computing affinity vectors, boosting optimal paths, and generating a sequenced outreach mission. Answers the question: HOW do I reach them?Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-warm-path-constructor.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Pre-meeting intelligence: Run pwm-warm-path-constructor to warm-path-constructor (Composite SOP) before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-warm-path-constructor across 4 active prospects to warm-path-constructor (Composite SOP) and prioritize outreach
Competitive displacement: Use pwm-warm-path-constructor to warm-path-constructor (Composite SOP) on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-warm-path-constructor.md; current name matches skill-vault/pwm-warm-path-constructor.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-warm-path-constructor.
pwm-warm-path-plannerpwm warm path plannerHistorical title; naming unreviewedGenerate a **mission plan** — the optimal multi-hop warm path from CJ Steadman to a target prospect, with per-intermediary intelligence and approach strategy at each step.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): cie-kingmaker-report, cie-warm-path-scan, pre-call-prep, pwm-prospect-dossier-generator, satn-proxy-map
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-warm-path-planner to Mission Architect "Plan My Mission — generates optimal multi-hop warm path missi before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-warm-path-planner across 4 active prospects to Mission Architect "Plan My Mission — generates optimal multi-hop warm path missi and prioritize outreach
Competitive displacement: Use pwm-warm-path-planner to Mission Architect "Plan My Mission — generates optimal multi-hop warm path missi on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-warm-path-planner.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-warm-path-planner.
pwm-warm-path-strategistpwm warm path strategistHistorical title; naming unreviewedGiven a prospect's archetype x channel classification and their available warm paths, select the **optimal path** and compose an **archetype-specific approach strategy** — ask framing, timing window, intermediary briefing outline, and contingency paths.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-warm-path-strategist.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-warm-path-strategist.md; current name matches skill-vault/pwm-warm-path-strategist.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-warm-path-strategist.
pwm-wealth-advisory-social-intelligence-systpwm wealth advisory social intelligence systHistorical title; naming unreviewed/pwm-wealth-advisory-social-intelligence-syst — Wealth Advisory Social Intelligence SystemCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-wealth-advisory-social-intelligence-syst
Historical use-case proposals:
Full-cycle prospect engagement: Execute pwm-wealth-advisory-social-intelligence-syst chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run pwm-wealth-advisory-social-intelligence-syst to synthesize V-BEHAV, V-MULTI signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire pwm-wealth-advisory-social-intelligence-syst to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wealth-advisory-social-intelligence-syst.md; current name matches skill-vault/pwm-wealth-advisory-social-intelligence-syst.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wealth-advisory-social-intelligence-syst.
pwm-wealth-signal-cascadepwm wealth signal cascadeHistorical title; naming unreviewedMaster orchestrator for the Signal Cascade Architecture. Generates >90% of collectible wealth intelligence at >90% accuracy before the first call.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wealth-signal-cascade.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wealth-signal-cascade.md; current name matches skill-vault/pwm-wealth-signal-cascade.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wealth-signal-cascade.
pwm-wirehouse-adapterpwm wirehouse adapterHistorical title; naming unreviewedFull 2-pass Cortex engine orchestration for wirehouse-channel prospects (CH-01). This adapter IS the orchestrator — it routes engines in sequence with wirehouse-specific config.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wirehouse-adapter.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wirehouse-adapter.md; current name matches skill-vault/pwm-wirehouse-adapter.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wirehouse-adapter.
pwm-wso-estatepwm wso estateHistorical title; naming unreviewedCollect estate planning signals for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wso-estate.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-wso-tax, satn-kinship-tree
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-wso-estate to "WSO Estate Domain — collect estate planning signals for a prospect" before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-wso-estate across 4 active prospects to "WSO Estate Domain — collect estate planning signals for a prospect" and prioritize outreach
Competitive displacement: Use pwm-wso-estate to "WSO Estate Domain — collect estate planning signals for a prospect" on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wso-estate.md; current name matches skill-vault/pwm-wso-estate.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wso-estate.
pwm-wso-insurpwm wso insurHistorical title; naming unreviewedCollect insurance signals for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wso-insur.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-wso-tax
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-wso-insur to "WSO Insurance Domain — collect coverage gap and liability signals for a prospec before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-wso-insur across 4 active prospects to "WSO Insurance Domain — collect coverage gap and liability signals for a prospec and prioritize outreach
Competitive displacement: Use pwm-wso-insur to "WSO Insurance Domain — collect coverage gap and liability signals for a prospec on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wso-insur.md; current name matches skill-vault/pwm-wso-insur.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wso-insur.
pwm-wso-investpwm wso investHistorical title; naming unreviewedCollect investment signals for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wso-invest.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-wso-tax, satn-prospect-audit
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-wso-invest to "WSO Investment Domain — collect portfolio and liquidity signals for a prospect" before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-wso-invest across 4 active prospects to "WSO Investment Domain — collect portfolio and liquidity signals for a prospect" and prioritize outreach
Competitive displacement: Use pwm-wso-invest to "WSO Investment Domain — collect portfolio and liquidity signals for a prospect" on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wso-invest.md; current name matches skill-vault/pwm-wso-invest.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wso-invest.
pwm-wso-liabilitiespwm wso liabilitiesHistorical title; naming unreviewedCollect liability signals for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wso-liabilities.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-wso-tax
Historical use-case proposals:
New vertical entry: Apply pwm-wso-liabilities to structure V-PROD analysis for an unfamiliar market segment
Team onboarding: Use pwm-wso-liabilities to train new analysts on V-PROD intelligence methodology
Quarterly review: Run pwm-wso-liabilities to reassess V-PROD positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wso-liabilities.md; current name matches skill-vault/pwm-wso-liabilities.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wso-liabilities.
pwm-wso-qualifiedpwm wso qualifiedHistorical title; naming unreviewedCollect qualified asset signals for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wso-qualified.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-wso-tax
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-wso-qualified to "WSO Qualified Assets Domain — collect retirement plan signals for a prospect" before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-wso-qualified across 4 active prospects to "WSO Qualified Assets Domain — collect retirement plan signals for a prospect" and prioritize outreach
Competitive displacement: Use pwm-wso-qualified to "WSO Qualified Assets Domain — collect retirement plan signals for a prospect" on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wso-qualified.md; current name matches skill-vault/pwm-wso-qualified.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wso-qualified.
pwm-wso-taxpwm wso taxHistorical title; naming unreviewedCollect tax strategy signals for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wso-tax.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Pre-meeting intelligence: Run pwm-wso-tax to "WSO Tax Domain — collect and classify tax strategy signals for a prospect" before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply pwm-wso-tax across 4 active prospects to "WSO Tax Domain — collect and classify tax strategy signals for a prospect" and prioritize outreach
Competitive displacement: Use pwm-wso-tax to "WSO Tax Domain — collect and classify tax strategy signals for a prospect" on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wso-tax.md; current name matches skill-vault/pwm-wso-tax.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wso-tax.
pwm-wso-trustpwm wso trustHistorical title; naming unreviewedCollect trust architecture signals for prospect: $ARGUMENTSCurrent name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/pwm-wso-trust.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): pwm-wso-tax, satn-prospect-audit, satn-proxy-map
Historical use-case proposals:
New vertical entry: Apply pwm-wso-trust to structure V-PROD analysis for an unfamiliar market segment
Team onboarding: Use pwm-wso-trust to train new analysts on V-PROD intelligence methodology
Quarterly review: Run pwm-wso-trust to reassess V-PROD positioning across the active pipeline
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/pwm-wso-trust.md; current name matches skill-vault/pwm-wso-trust.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-pwm-wso-trust.
road-cardroad cardHistorical title; naming unreviewedThis skill post-processes a full pre-call script HTML file and extracts ONLY the talk track into a condensed Road Card format. The Road Card contains what to say, when, with transitions — nothing else. Target: 60-75% reduction from full script.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): intelligence-compression-engine, pre-call-prep, road-card-template
Historical use-case proposals:
Pre-meeting intelligence: Run road-card to Generate a condensed Road Card (talk-track only) from a full pre-call script HTM before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply road-card across 4 active prospects to Generate a condensed Road Card (talk-track only) from a full pre-call script HTM and prioritize outreach
Competitive displacement: Use road-card to Generate a condensed Road Card (talk-track only) from a full pre-call script HTM on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/road-card.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-road-card.
robrobHistorical title; naming unreviewedProduces a 3-page client-facing intelligence brief that demonstrates Talyx's operational capabilities mapped to a specific prospect's requirements. Uses the **Demonstration Frame** — every module leads with proof from Talyx production systems, then draws the methodology transfer path.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skills/rob/SKILL.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): road-card, skill-navigator, sse-research
Historical use-case proposals:
Full-cycle prospect engagement: Execute rob chain from initial signal through meeting preparation
Multi-source intelligence fusion: Run rob to synthesize prospect intelligence signals from 3+ data sources into actionable brief
Automated pipeline acceleration: Wire rob to trigger on prospect lifecycle stage transitions
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/rob.md; current name matches skills/rob/SKILL.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-rob.
score-btasscore btasHistorical title; naming unreviewedScore PWMTeam nodes using state-machine dynamics with temporal decay.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault, veana-ai-leverage-orchestrator
Historical use-case proposals:
Pre-meeting intelligence: Run score-btas to "VEANA BTAS — Behavioral Trajectory Absorption Scorer" before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply score-btas across 4 active prospects to "VEANA BTAS — Behavioral Trajectory Absorption Scorer" and prioritize outreach
Competitive displacement: Use score-btas to "VEANA BTAS — Behavioral Trajectory Absorption Scorer" on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/score-btas.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-score-btas.
score-demand-signalsscore demand signalsHistorical title; naming unreviewedRun the VEANA Demand Signal Triangulator.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault
Historical use-case proposals:
Cross-vertical intelligence: Run score-demand-signals to combine PWM prospect data with prospect intelligence signals from adjacent verticals
Account overlap detection: Use score-demand-signals to surface hidden connections between PWM prospects and other Talyx client data
Intelligence density maximization: Apply score-demand-signals to enrich thin prospect profiles with cross-domain triangulation
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/score-demand-signals.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-score-demand-signals.
score-msasscore msasHistorical title; naming unreviewedScore PWMTeam nodes using microeconomic value estimation.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault, veana-ai-leverage-orchestrator
Historical use-case proposals:
Pre-meeting intelligence: Run score-msas to "VEANA MSAS — Market-Structure Arbitrage Scorer" before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply score-msas across 4 active prospects to "VEANA MSAS — Market-Structure Arbitrage Scorer" and prioritize outreach
Competitive displacement: Use score-msas to "VEANA MSAS — Market-Structure Arbitrage Scorer" on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/score-msas.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-score-msas.
score-sdesscore sdesHistorical title; naming unreviewedScore PWMTeam nodes using information-theoretic analysis of capability gaps.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault, veana-ai-leverage-orchestrator
Historical use-case proposals:
Pre-meeting intelligence: Run score-sdes to "VEANA SDES — Structural Deficit Entropy Scorer" before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply score-sdes across 4 active prospects to "VEANA SDES — Structural Deficit Entropy Scorer" and prioritize outreach
Competitive displacement: Use score-sdes to "VEANA SDES — Structural Deficit Entropy Scorer" on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/score-sdes.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-score-sdes.
verify-pwm-teamsverify pwm teamsHistorical title; naming unreviewedVerify the accuracy of collected PWM team data for **$ARGUMENTS**. This is Phase 5.5 in the modular pipeline — runs after all 4 category collections are complete.Historical record; no current name matchAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
No current project definition name match
Raw state values: source HISTORICAL_NO_CURRENT_NAME_MATCH; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): None recorded
Historical use-case proposals:
Pre-meeting intelligence: Run verify-pwm-teams to Verify PWM team data accuracy (leader names, URLs, cities) before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply verify-pwm-teams across 4 active prospects to Verify PWM team data accuracy (leader names, URLs, cities) and prioritize outreach
Competitive displacement: Use verify-pwm-teams to Verify PWM team data accuracy (leader names, URLs, cities) on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/verify-pwm-teams.md; current name matches none; April catalog job text retained; semantic review pending; status HISTORICAL_NO_CURRENT_NAME_MATCH; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-verify-pwm-teams.
warm-path-amplifier-alumniwarm path amplifier alumniHistorical title; naming unreviewedCreate ALUMNI_OF and CO_SERVED relationships in Neo4j to amplify warm path discovery. Alumni connections (shared employer history) and co-served relationships (shared retirement plan service) reveal hidden network ties between intermediaries and target firms.Current name match; authority unresolvedAuthority unresolvedAnchor applicability not assessedRuntime not observedUser value not measured
Observed catalog fact only. Authority, adapter compatibility, runtime execution, and measured user value remain unresolved unless a later receipt says otherwise.
Audit detail and raw values
skill-vault/warm-path-amplifier-alumni.md
Raw state values: source ACTIVE_NAME_MATCH_CANDIDATE; authority UNRESOLVED; anchor UNASSESSED; runtime RUNTIME_UNPROVEN; value UNMEASURED.
Observed: 2026-10-07T18:10:53.704218+00:00; truth state: Observed catalog fact; claim ceiling: authority, adapter, runtime, and value are not established.
April candidate associations (handoffs unverified): talyx-vault
Historical use-case proposals:
Pre-meeting intelligence: Run warm-path-amplifier-alumni to Create ALUMNI_OF and CO_SERVED relationships in Neo4j to amplify warm path disco before a prospect meeting with a wirehouse advisor team
Pipeline enrichment: Apply warm-path-amplifier-alumni across 4 active prospects to Create ALUMNI_OF and CO_SERVED relationships in Neo4j to amplify warm path disco and prioritize outreach
Competitive displacement: Use warm-path-amplifier-alumni to Create ALUMNI_OF and CO_SERVED relationships in Neo4j to amplify warm path disco on an incumbent relationship showing transition signals
April modeled stack estimates (no measured user baseline):
Lineage: April declared source /Users/benjaminbrown/.claude/commands/warm-path-amplifier-alumni.md; current name matches skill-vault/warm-path-amplifier-alumni.md; April catalog job text retained; semantic review pending; status ACTIVE_NAME_MATCH_CANDIDATE; April chains_with entries remain candidate associations; destination pwm_skill_catalog_v5.html#skill-warm-path-amplifier-alumni.
Current project definition candidates outside the April 241 — scope and authority unresolved
These are file-name candidates, not approved PWM skills. They are searchable here and by exact ID in the agent lookup.