# document-recommendation-suitability

> Claude/Codex skill by [@starburstlabs](https://omgskills.com/library/starburstlabs/index.md) · 0 stars · Updated 2026-10-01

Combine interaction evidence and current financial data into a complete record of the client context, recommendation, targeted risk, supporting rationale, and resulting work.

## Install

```sh
git clone https://github.com/starburstlabs/wealthbox-plugin /tmp/wealthbox-plugin && ln -s /tmp/wealthbox-plugin/skills/document-recommendation-suitability ~/.claude/skills/document-recommendation-suitability
```

## From README

Integrated Recommendation and Suitability Record Assemble the evidence, write a structured interaction record that separates what was said from what a system supplied, store it against every relevant record, and create the resulting work. Workflow Resolve everything the record will reference — client, household, advisor, participants, the event, the source recording or transcript, the recommendation, related accounts or products, and existing work. A record associated with the wrong contact is worse than no record.

## Links

- HTML page: https://omgskills.com/library/starburstlabs/wealthbox-plugin/skills/document-recommendation-suitability/
- GitHub: https://github.com/starburstlabs/wealthbox-plugin
- Author: [@starburstlabs](https://omgskills.com/library/starburstlabs/index.md)

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