AI-Driven UL Fund Data Validator for Accurate Actuarial Analysis

AI-Driven UL Fund Data Validator for Accurate Actuarial Analysis

This AI-driven skill validates quarterly Universal Life (UL) fund Excel extracts before actuarial analysis. It executes format checks to ensure data integrity and produces an audit-friendly report for further examination.

What this skill does

• Identifies and locates the uploaded UL fund workbook in the designated directory.
• Executes Python scripts to validate the contents of the workbook through 22 format checks.
• Generates a standalone report workbook named _validation.xlsx, which contains a single sheet entitled Validation Q.
• Includes the source filename, SHA-256 fingerprint, and byte count for audit tracing.
• Produces a summary, highlighting whether the workbook has passed or failed the validation checks.
• Communicates the validation status in chat, listing any failed rules with their specific details, such as sheet, column, reason, and cell references.
• Advises against analyzing data with failed checks until corrected, ensuring data reliability in actuarial analysis.

Who it is for

This skill is intended for developers and actuarial teams utilizing AI coding agents like Claude Code, Cursor, and Codex, particularly those needing to validate UL fund data efficiently before analysis.

Use cases

• Data validation of quarterly UL fund extracts during routine actuarial analysis processes.
• Quality assurance checks when uploading new data extracts to ensure integrity before any analytical procedures.
• Providing an audit trail for UL fund data handling by documenting validation details with SHA-256 fingerprinting.

Technical details

• Utilizes Python scripting to automate data validation checks on Excel workbooks.
• Works with file directories to manage and store validated reports in designated output folders.
• Compatible with AI coding agents such as Claude Code, Cursor, and Codex for seamless integration into existing workflows.

This provides general workflow assistance only and is not financial advice. It aims to improve the consistency and reliability of data used in actuarial analysis.

Source & Licence

This package is built on open-source work published by open-source-modelling (open-source-modelling/insurance_skills) and distributed under MIT. The original licence text and copyright notice are included in your download.

Personal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.

Your purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.

Delivery & Support

• Delivery: instant — a secure download link is emailed to you as soon as payment is confirmed.
• Format: ZIP archive containing the skill files, documentation and the original licence.
• Support: support@mcpcart.com — we aim to reply within 2 business days.
• Updates: updates are included only where stated on this page.

Refunds

This is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.

Claude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.