# identify-clients-affected-by-change

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

Read an external change and determine which Wealthbox clients or prospects are likely to be affected and what follow-up should occur.

## Install

```sh
git clone https://github.com/starburstlabs/wealthbox-plugin /tmp/wealthbox-plugin && ln -s /tmp/wealthbox-plugin/skills/identify-clients-affected-by-change ~/.claude/skills/identify-clients-affected-by-change
```

## From README

Identify Clients Affected by a Change Turn an external notice into explicit relevance conditions, evaluate the whole population against them, classify every relationship with its evidence, and create only the follow-up the advisor approves. Workflow Read the source. Accept a regulatory bulletin, tax or planning update, portfolio or product change, employer announcement, market event, service change, internal policy, or planning memo. Extract the relevance conditions and show them. Dates, jurisdictions, ages, account or asset types, holdings, employment relationships, household characteristics, product ownership, thresholds, deadlines, and exclusions. Present the extracted conditions explicitly before searching, so the advisor can correct a misread. A wrong condition silently produces a wrong population, and nobody can see it in the results. Translate the conditions into searches.

## Links

- HTML page: https://omgskills.com/library/starburstlabs/wealthbox-plugin/skills/identify-clients-affected-by-change/
- GitHub: https://github.com/starburstlabs/wealthbox-plugin
- Author: [@starburstlabs](https://omgskills.com/library/starburstlabs/index.md)

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