知识图谱 KB · FinAtlas (INTERNAL DEMO)

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FinAtlas · LongProof Finance Atlas INTERNAL DEMO

类目节点 · Category node

退休账户 / Retirement Accounts

Roth Conversion [DEMO]

roth_conversionretirement_account

Tier:专业 Professional

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机制 Mechanisms

此类目在科普 tier 下无可显示机制;切到专业版查看更深机制。

适配因素 Suitability factors

Tax status / bracket

这些是「适配因素 (factor)」,不是结论 — 图谱不替任何客户得出任何购买结论。

该问持牌人的问题 Trigger questions

科普 tier 下无触发问题;切到专业版查看。

该备的材料 Required materials

Most recent tax return

法规约束 Governing regulatory constraints

无登记的法规约束 (demo)。

默认升级类 Default escalation

判断型 judgment-class → 升级到持牌专业人士。判断型问题系统不自答 (INV-2)。

必备披露 Required disclosures

Judgment decisions require a licensed professional.

本图谱结构上不存在 score/rank/best_product/recommendation 节点或边 — 这是 INV-1 的结构化实现 (G-1).

下一步 · Next step

下一步:用 /learn 做结构自评 — 把因素 / 该问持牌人的问题 / 应备材料 / 披露按结构整理,教育用途,不对产品打分或下结论。