Office

Design and manage reference data systems — security master, client master, account master, identifier mapping, pricing data sources, golden source designation, and governance. Use when building or evaluating a security master database, mapping identifiers across systems (CUSIP to ISIN, SEDOL to FIGI), designing client master models for onboarding or KYC, defining account master attributes across custodians, designating golden sources and MDM patterns across systems, establishing a pricing vendor hierarchy with fallback order, establishing reference data governance and stewardship, handling identifier changes from corporate actions, or troubleshooting issues traced to missing or changed identifiers. Trigger on: security master, CUSIP, ISIN, SEDOL, FIGI, client master, account master, pricing data, reference data, golden source, MDM, master data, identifier mapping, data governance, vendor hierarchy.

Measure and raise straight-through processing (STP) rates in securities operations through zero-touch, exception-based processing. Use when measuring STP rates and analyzing manual touchpoints in an existing process, replacing review-all workflows with exception-based processing, evaluating RPA vs API-based vs hybrid automation for legacy systems, building exception queuing, categorization, and auto-resolution workflows, conducting process mining or root cause analysis on exception volumes, or setting STP rate targets and continuous improvement programs. For approval chains, four-eyes controls, and SLA monitoring, see workflow-automation.

Core bioinformatics concepts including SAM/BAM format, AGP genome assembly format, sequencing technologies (Hi-C, HiFi, Illumina), quality metrics, and common data processing patterns. Essential for debugging alignment, filtering, pairing issues, and AGP coordinate validation.

Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effective fee rate', 'practice benchmarking', 'AUM growth decomposition', or 'advisor capacity'.

Use when writing or formatting Jira descriptions, comments, or any text destined for Jira. Converts Markdown to Jira wiki markup, provides templates (bug reports, feature requests), and validates syntax before submission. Trigger on any Jira content authoring task.

Work with MongoDB (document database, BSON documents, aggregation pipelines, Atlas cloud) and PostgreSQL (relational database, SQL queries, psql CLI, pgAdmin). Use when designing database schemas, writing queries and aggregations, optimizing indexes for performance, performing database migrations, configuring replication and sharding, implementing backup and restore strategies, managing database users and permissions, analyzing query performance, or administering production databases.