客户档案 Client Self-Profile INTERNAL DEMO
所有档案均为合成演示数据 (synthetic demo data)。系统不存储、不记录任何真实 PII。 All profiles below are synthetic demonstration records; no real personally identifiable information is stored or logged.
income_band 是一个区间标签 (bracket label),并非真实数字 — 设计上不保存任何真实金额。income_band is a bracket label by design; no real figures are stored.
INV-4 租户隔离 (tenant isolation): 每个租户只能看到属于自己的行 — each tenant only sees its own rows.
租户 Tenant
SME-A (寿险/年金) [DEMO] SME-B (证券类) [DEMO] SME-C (退休/税) [DEMO]
当前 current: demo_t1
· SME-A (寿险/年金) [DEMO] · 牌照范围 license scope: Life/Health · NAIC annuity
双职工 + 2 孩 [DEMO] [DEMO]
| 收入区间 income_band | bracket-3 (区间标签 bracket label · 非真实数字) |
|---|---|
| 现有配置 existing | term life + 401k |
| 目标 goal | 子女教育 + 退休 |
| 报税身份 tax_status | MFJ |
| 客户 ID | a-1 |
单亲 + 1 孩 [DEMO] [DEMO]
| 收入区间 income_band | bracket-2 (区间标签 bracket label · 非真实数字) |
|---|---|
| 现有配置 existing | whole life |
| 目标 goal | income protection |
| 报税身份 tax_status | HoH |
| 客户 ID | a-2 |