Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Straight-through processing: rates and exceptions v1.0.0

Use this resource to raise the straight-through processing rate of a securities operations workflow

New

  • 365 downloads
  • 114 likes
  • 119 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install straight-through-processing

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent calculates the straight-through processing rate and finds manual touchpoints, then moves to exception-based processing: queues, categorization and automatic resolution. It compares RPA, APIs and a hybrid approach for legacy systems. You get a roadmap to reduce manual handling.

Mostly picked by

Updated November 2, 2026

Card for the “Straight-through processing: rates and exceptions” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: STP rate calculation, architecture and exception-based processing
  • references/: examples for account opening and reconciliation

Good fit for

  • Your team re-keys a large share of orders by hand
  • You want to measure manual steps before investing in automation

Not for

    Tags

    • automation
    • STP
    • exceptions
    • operations

    About

    You say

    “Calculate our straight-through rate for orders this month and tell me where the manual steps are.”

    Card for the “Straight-through processing: rates and exceptions” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to raise the straight-through processing rate of a securities operations workflow
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md5.3 KB
    • SKILL.md30.5 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/client-operations/skills/stp-automation
    Licence
    MIT

    Notice

    « stp-automation » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.