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Skill Chains and Workflows

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mrdulasolutions edited this page Jun 15, 2026 · 3 revisions

Skill Chains and Workflows

ExChek skills are designed to chain together. Each skill produces structured output that the next skill can consume, building toward a complete transaction compliance package. This page shows the most common end-to-end flows.

Recommended: route everything through the Orchestrator (/exchek)

The simplest, safest way to run any multi-skill workflow below is through the Orchestrator hub — invoke it with /exchek. It is one of ExChek's four engine skills (alongside Setup, Onboarding, and Analytics) and acts as your compliance co-pilot:

  • Routes commands to the right sub-skill (/exchek classify …, /exchek screen …, /exchek license …, /exchek report, etc.).
  • Tracks each transaction end-to-end — classification → screening → license → documentation — in .exchek/state/transactions.jsonl, and flags incomplete workflows so nothing is half-finished.
  • Auto-assembles the pipeline on the dashboard. On Enterprise, the same transactions populate the Transactions view at app.exchek.us as your skills run — the pipeline fills itself, opt-in and metadata-only (stage, status, ECCN references; never item specs, party details, or analysis). See Enterprise.
  • Flags stale screenings for re-screening (default 90-day cadence) and recalls prior determinations so you don't redo work.
  • Surfaces the single next action and an Audit Readiness posture every time you run /exchek.

You can still run any skill directly — the chains below work the same way — but starting from /exchek means the workflow is tracked and the next step is suggested for you. After a sub-skill finishes, the hub points you to the logical next step (e.g. after classify → "screen the end user next").

Full transaction review (most common)

The complete compliance workflow for a single export transaction:

1. Jurisdiction          → "Is it ITAR or EAR?"
2. ECCN Classification   → "What's the ECCN?"
3. CSL Search            → "Is the buyer on any federal list?"
4. Red Flag Assessment   → "Any red flags on this buyer?"
5. Country / Dest. Risk  → "What's the risk level for this country?"
6. License Determination → "Do we need a license?"
7. Risk Triage           → "Auto-approve, hold, or escalate?"
8. Compliance Report Card → Send PASS/CONDITIONAL/HOLD to the customer

You don't have to run all steps. For a simple EAR99 item to a low-risk country, you might only need CSL Search and License Determination. For a controlled ECCN to a high-risk destination, run the full chain.

Pre-shipment checklist flow

Before every controlled shipment:

1. ECCN Classification   → Confirm ECCN is current
2. CSL Search            → Screen consignee and end user
3. License Determination → Confirm NLR, exception, or license
4. Export Documentation  → Produce invoice block, SLI, AES data

New hire / foreign national review

When onboarding a foreign national who will have access to controlled technology:

1. Deemed Export         → Does 15 CFR 734.2(b) apply?
2. ECCN Classification   → What's the ECCN of the technology they'll access?
3. License Determination → Is a license/exception available for their nationality?
4. CSL Search            → Screen the individual

Territory / deal qualification flow

For sales teams evaluating a new territory or large deal:

1. Country / Dest. Risk  → One-pager on the destination country
2. CSL Search            → Screen the prospect / potential customer
3. Red Flag Assessment   → KYC check on the customer
4. ECCN Classification   → Classify key products in the deal
5. Risk Triage           → Score and disposition the deal

Encryption product launch

When launching or updating a product with encryption:

1. Jurisdiction          → ITAR or EAR?
2. Encryption            → 5A992 or 5A002? Mass market? License Exception ENC?
3. License Determination → What authorization applies?
4. Export Documentation  → Prepare invoice and AES data if needed

Annual self-audit

For compliance program housekeeping:

1. Audit / Lookback      → Load historical CSV; re-check ECCNs and licenses
   ↓ (for each party extracted)
2. CSL Search            → Re-screen each party against current lists
   ↓ (for findings)
3. ECCN Classification   → Re-classify any flagged items
4. License Determination → Re-determine license for flagged ECCN + destination combos

ECP build-out

When standing up or refreshing a compliance program:

1. ECP / Policy & Training  → Generate ECP document and SOPs
2. Recordkeeping            → Build retention schedule
3. Partner Compliance       → Build distributor compliance pack
4. ECP / Policy & Training  → Generate training outlines by role

Customer trust document

When a customer asks for proof the transaction is compliant:

[Run: Classification + CSL + License + Country Risk + Red Flag first]
       ↓
Compliance Report Card → PASS/CONDITIONAL/HOLD document for the customer

How skills pass data to each other

Skills don't automatically connect — you pass results by:

  1. Referencing prior output: "Use my last classification memo and CSL report"
  2. Pasting results: Copy the key fields (ECCN, screening result, risk level) and paste into the next skill
  3. Letting the agent carry context: In a single conversation, the agent has access to all prior outputs and can pull from them directly

In agentic environments (Claude Code, CoWork), skills can also read output files from each other if they're saved in the same workspace folder.

Skill dependency map

Skill Consumes from Feeds into
Jurisdiction (none) ECCN Classification
ECCN Classification Jurisdiction (optional) License Determination, Risk Triage, Compliance Report Card
CSL Search (none) Risk Triage, Red Flag Assessment, Compliance Report Card
Red Flag Assessment CSL Search (optional) Risk Triage, Compliance Report Card
Country / Dest. Risk (none) License Determination, Risk Triage, Compliance Report Card
License Determination ECCN Classification, Country Risk Export Docs, Risk Triage, Compliance Report Card
Risk Triage ECCN Classification, CSL Search, License Determination Compliance Report Card
Export Documentation ECCN Classification, CSL Search, License Determination (final output)
Compliance Report Card All of the above (final output — send to customer)
Audit / Lookback Historical CSV CSL Search (re-screen), ECCN Classification (re-classify)
ECP / Policy & Training (company info) Recordkeeping, Partner Compliance
Recordkeeping (company activities) ECP / Policy & Training
Partner Compliance (company + product info) (distribute to partners)
Deemed Export ECCN Classification (optional) License Determination
Encryption (none) License Determination
Document Converter Any .md report (final .docx)

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