Load context
On first use: Read ../../CLAUDE.md to obtain scenario-level configuration (company information / data sources / escalation matrix / review dimensions).
/reimbursement-review — Reimbursement Review Master Skill
Examples
→ Example: The user says "The employee's reimbursement documents are incomplete, missing invoices; help me determine whether special approval is possible," and the system should invoke this skill to assess the possibility of special approval for incomplete documents.
→ Example: The user says "Help us review this month's employee reimbursements and see if there are any abnormal patterns," and the system should invoke this skill to perform a monthly reimbursement abnormal pattern review.
→ Example: The user says "An employee's reimbursement amount is particularly large; does it need to be reviewed by both the department head and finance?" and the system should invoke this skill to confirm the multi-level approval requirements for large-amount reimbursements.
Review Prerequisites
Completed atomic checks (must be executed beforehand):
1. invoice-verification — 发票验真（必选）
2. policy-compliance-check — 费用标准合规检查（必选）
3. triple-match-automation — 三单匹配（如为采购类费用则必选）
Six Mandatory Check Items
Mandatory Check Item One: Invoice Compliance
Check contents:
- Invoice authenticity verification (via TAX platform)
- Invoice information consistent with reimbursement content
- Invoice status (normal / voided / red-ink reversal / out of control)
Output: invoice-verification verification report
Mandatory Check Item Two: Expense Standard Compliance
Check contents:
- Compare against the expense standard configuration in CLAUDE.md
- Calculate the standard cap after city coefficient × rank coefficient × days
- Compare whether the actual reimbursement amount exceeds the standard
Output: policy-compliance-check compliance report
Mandatory Check Item Three: Budget Occupation
Check contents:
- Query the budget balance of the corresponding cost center/project from the [FK] expense control platform
- Confirm budget balance ≥ this reimbursement amount
- Check whether there are other pending reimbursement amounts (duplicate budget occupation)
Judgment logic:
预算余额 ≥ 报销金额 → ✅ 预算充足
预算余额 < 报销金额，但余额 > 0 → ⚠️ 超支，流转特批
预算余额 < 0 → ❌ 驳回，提示须申请预算调整
Mandatory Check Item Four: Approval Completeness
Check contents:
- Read the approval records associated with this reimbursement from [OA]
- Confirm that the approval flow at the required levels has been passed
- Check whether approval nodes are complete (no skipped approvals / no proxy approvals)
Special circumstances:
紧急出差（无法事前申请）：
→ 要求员工事后补申请
→ 审核"事后补申请记录"是否存在
→ 如无 → ❌ 驳回，提示须先完成补申请
金额触发更高审批层级：
→ 核对本次报销金额是否触发了更高层级审批
→ 如应审未审 → ⚠️ 驳回，要求补充更高层级审批
Mandatory Check Item Five: Three-Way Match (Procurement-Type Expenses)
Check contents: Executed only for procurement-type expenses (office procurement / equipment procurement / service procurement)
Execute: triple-match-automation Skill
Judgment:
采购类 + 三单匹配通过 → ✅ 此项通过
采购类 + 三单不匹配 → ❌ 驳回
非采购类 → ✅ 跳过此检查
Mandatory Check Item Six: Period Attribution
Check contents:
- The interval between the invoice date and the reimbursement submission date
- Confirm whether the accounting period to which the expense belongs is correct
Judgment logic:
报销提交距发票开具 ≤ 30 天 → ✅ 正常
报销提交距发票开具 30-90 天 → ⚠️ 超期提示，要求说明原因
报销提交距发票开具 > 90 天 → ❌ 驳回，提示超过报销时限
跨季度报销 → 🔴 升级财务专员，确认是否影响当期损益
Comprehensive Conclusion Generation
Conclusion determination rules
Pass (✅):
全部必检项结论均为"通过"或"跳过（不适用）"
→ 输出：通过，可进入付款流程
→ 自动通知申请人 + 出纳
Needs Correction (⚠️):
至少一项必检项为"⚠️ 需补正"
且无任何"❌ 驳回"或"🔴 升级"
→ 输出：需补正，列出补正事项清单
→ 自动通知申请人补正内容
→ 补正完成后重新触发审核
Reject (❌):
至少一项必检项为"❌ 驳回"
→ 输出：驳回，列出驳回原因
→ 通知申请人驳回原因 + 重新提交的路径
→ 记录本次驳回原因（统计用）
Escalate (🔴):
至少一项必检项为"🔴 升级"
→ 不自行判断，流转至财务专员
→ 输出：升级说明 + 接收人
→ 自动通知财务专员
Final output template
═══════════════════════════════════════════════════════
费用报销审核报告
═══════════════════════════════════════════════════════
报销单号：[OA 单号]
申请人：[姓名] 部门：[部门] 职级：[职级]
费用类型：[差旅/招待/采购/办公/其他]
报销金额：[X,XXX.XX] 元
提交日期：[YYYY-MM-DD]
报销期间：[对应会计期间]
═══════════════════════════════════════════════════════
【必检项一：发票合规性】
发票代码：[代码] 发票号码：[号码]
查验结果：[✅ 一致 / ❌ 异常]
结论：[✅ 通过 / ❌ 驳回 / 🔴 升级]
【必检项二：费用标准合规】
住宿：[实际 X 元] vs 上限 [Y 元] → [✅ / ⚠️ / ❌]
餐饮：[实际 X 元] vs 上限 [Y 元] → [✅ / ⚠️ / ❌]
交通：[实际 X 元] vs 上限 [Y 元] → [✅ / ⚠️ / ❌]
结论：[✅ 通过 / ⚠️ 需补正 / ❌ 驳回 / 🔴 升级]
【必检项三：预算占用】
成本中心：[代码] 项目：[代码]
预算余额：[X,XXX.XX] 元 可用：[X,XXX.XX] 元
结论：[✅ 充足 / ⚠️ 超支 / ❌ 不足]
【必检项四：审批完整性】
审批流：[出差申请 → 部门负责人 → 财务]（共 X 级）
审批状态：全部通过（最后审批：[日期]）
结论：[✅ 完整 / ⚠️ 补签 / ❌ 缺失]
【必检项五：三单匹配】（仅采购类）
合同：[XXX 号] 金额：[X,XXX.XX] 元
发票金额：[X,XXX.XX] 元 差异率：[X.X]%
结论：[✅ 匹配 / ⚠️ 轻微差异 / ❌ 显著差异]
【必检项六：期间归属】
发票日期：[YYYY-MM-DD]
距报销日：[X] 天
结论：[✅ 正常 / ⚠️ 超期提示 / ❌ 超期驳回 / 🔴 跨期升级]
═══════════════════════════════════════════════════════
最终结论：[✅ 通过 / ⚠️ 需补正 / ❌ 驳回 / 🔴 升级]
═══════════════════════════════════════════════════════
[通过：]
→ 进入付款排队
→ 付款方式：[对公转账/企业账户直接扣款]
→ 预计付款日：[系统按付款日程自动排期]
[需补正：]
→ 补正事项：
1. [补正项一]
2. [补正项二]
→ 补正截止：[提交日期 + 7 个工作日]
→ 超期未补正：系统自动驳回
[驳回：]
→ 驳回原因：[列出所有驳回项]
→ 重新提交路径：[重新提交 / 换开发票 / 申请特批]
[升级：]
→ 升级原因：[具体升级项]
→ 接收人：[财务专员姓名/职位]
→ 升级时间：[自动记录]
═══════════════════════════════════════════════════════
Statistics and records
After each review is completed, the following data is automatically recorded (for statistics and analysis):
报销单号 / 申请人 / 部门 / 金额 / 费用类型
审核结论 / 各必检项结论 / 驳回原因（如有）
审核耗时（从提交到结论）/ 触发升级次数
Finance Skills — reimbursement-review main skill