Data / AI

RAG over filings & policies

Building retrieval pipelines over 10-Ks, ADV filings, and internal compliance manuals.

Market demand

35%

How under-taught it is

78%

Roles that need this skill

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How the work gets done

The same four lenses applied to every capability and role page.

2 operations

Data intake & account aggregation
annual
Tax returns parsed in minutes, accounts linked via aggregator, statements scanned — not 6 weeks of email back-and-forth.
Tax-overlay analysis
annual
Plan-level tax projection identifies Roth conversion windows, TLH opportunities, bracket-fill strategies.

2 operations

1040 scan & entity extraction
annual
Drop the PDF return in; parsed lines, schedules, K-1s, and flagged opportunities come back in under a minute.
CPA handoff & client memo
annual
One-click client letter plus CPA-ready memo with citations to the relevant lines and proposed actions.

Features that use this skill

Recommended path

A practical path for RAG over filings & policies

Step 1 · Free · play now
Are you ready for the agentic era?
A 5-question gut-check on whether you could brief an agent to do rag over filings & policies work. Local, instant score.
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Step 2 · Premium · full playbook
The full playbook (preview)
Checklists, real templates, and the failure modes that don't make it into courses. First 30% free.
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Step 3 · 1:1 · operator session
1:1 with an operator
30 minutes — case prompts, portfolio review, or interview prep tailored to this skill.
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Practice & explore

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