privacy-data-security

privacy-data-security is a skill for Claude Code from JoelLewis/finance_skills. It costs 141 tokens per session (7,874 once invoked), scanned A, original, MIT.

A guide for designing and running privacy and data-security programs at firms registered with the U.S. Securities and Exchange Commission (SEC). It covers rules for protecting customer information, preventing identity theft, and handling security incidents.

In plain words
What is it for?
Use it to work on privacy notices, information-safeguarding policies, identity-theft prevention, breach notifications, vendor security reviews, and incident response.
Why use it?
It helps make unfamiliar SEC privacy and cybersecurity requirements easier to apply. It also highlights that current rules and effective dates should be checked against official sources.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument.

Part of the compliance plugin — 17 skills shipped together

not rated 184repo +5 1mo ago A scan Socket: passSnyk: passSkillSpector: pass 141 tokens original MIT

Good fit Use it to work on privacy notices, information-safeguarding policies, identity-theft prevention, breach notifications, vendor security reviews, and incident response.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/joellewis/finance_skills/privacy-data-security
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add JoelLewis/finance_skills --skill privacy-data-security
Clone the repo
git clone --depth 1 https://github.com/JoelLewis/finance_skills

Made for: Claude Code.

Or install compliance, the plugin that ships this one along with the rest of its 17 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for privacy-data-security

README.md
[![agentmods](https://agentmods.dev/badge/skills/joellewis/finance_skills/privacy-data-security/github.svg)](https://agentmods.dev/skills/joellewis/finance_skills/privacy-data-security)
Your own site
<a href="https://agentmods.dev/skills/joellewis/finance_skills/privacy-data-security"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/privacy-data-security/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for privacy-data-security

Your own site · 80×15
<a href="https://agentmods.dev/skills/joellewis/finance_skills/privacy-data-security"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/privacy-data-security.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 141 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 7,874 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 18 Mar 2026
  • Snyk pass 16 Mar 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00141 $0.07874
Opus 5 $0.00071 $0.03937
Sonnet 5 $0.00028 $0.01575
Haiku 4.5 $0.00014 $0.00787

Measured 10d ago against content hash 019d47675ca8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

privacy-data-security scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/compliance/skills/privacy-data-security/SKILL.md · 160 lines

How it starts

The opening of the file, as written. The whole thing — 160 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Privacy and Data Security

Regulatory status current as of June 2026 — verify effective dates, dollar thresholds, and pending rulemakings against current SEC/FINRA/FinCEN sources before advising.

Core Concepts

Regulation S-P (Privacy of Consumer Financial Information)

Regulation S-P (17 CFR Part 248, Subparts A and B) implements Title V of the Gramm-Leach-Bliley Act (GLBA) for entities registered with the SEC. It applies to SEC-registered investment advisers, broker-dealers, investment companies, and transfer agents. The regulation has three core components:

Privacy Notice Requirements. Firms must provide an initial privacy notice to each customer at the time of establishing the customer relationship (17 CFR 248.4). The notice must describe: (a) categories of nonpublic personal information (NPI) collected, (b) categories of NPI disclosed to third parties, (c) categories of affiliates and nonaffiliated third parties to whom NPI is disclosed, (d) the customer's right to opt out of certain disclosures, (e) the firm's policies and practices for protecting confidentiality and security of NPI, and (f) any disclosures required under the Fair Credit Reporting Act. Annual privacy notices must be delivered once during each 12-month period for the duration of the customer relationship (17 CFR 248.5). The FAST Act of 2015 (Pub. L. 114-94, Section 75001) created an exception to the annual notice requirement: firms that (i) share NPI only under the exceptions in 17 CFR 248.14 and 248.15, and (ii) have not changed their privacy policies and practices since the most recent notice, may satisfy the annual requirement by posting the privacy notice continuously on their website in a clear and conspicuous manner rather than mailing it to each customer.

Opt-Out Requirements. Before sharing NPI with nonaffiliated third parties, firms must provide customers with a reasonable opportunity to opt out (17 CFR 248.7 and 248.10). The opt-out notice must be clear, conspicuous, and delivered along with or as part of the privacy notice. Exceptions to the opt-out requirement include: (a) disclosures necessary to effect, administer, or enforce a transaction requested by the customer, (b) disclosures to service providers and joint marketing partners under written contractual agreements that restrict the third party's use of NPI, (c) disclosures with customer consent, (d) disclosures to protect against fraud, and (e) disclosures required by law (17 CFR 248.14 and 248.15). Joint marketing agreements must include written contracts specifying that the third party will maintain the confidentiality of NPI and will use it only for the purposes for which it was disclosed.

Read the full file on GitHub · 160 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 160 lines · 141 tokens per session scan A 019d47675ca8

Subscribe to this mod's changes

privacy-data-security is a skill published in the GitHub repository JoelLewis/finance_skills (184 stars, last pushed 1mo ago), licensed MIT. It adds 141 tokens to every session and 7,874 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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