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_t2
· SME-B (证券类) [DEMO] · 牌照范围 license scope: Series 6/63 · 65
临退休夫妻 [DEMO] [DEMO]
| 收入区间 income_band | bracket-4 (区间标签 bracket label · 非真实数字) |
|---|---|
| 现有配置 existing | VA + brokerage |
| 目标 goal | 退休收入 |
| 报税身份 tax_status | MFJ |
| 客户 ID | b-1 |
高收入双职工 [DEMO] [DEMO]
| 收入区间 income_band | bracket-5 (区间标签 bracket label · 非真实数字) |
|---|---|
| 现有配置 existing | 401k maxed |
| 目标 goal | tax efficiency |
| 报税身份 tax_status | MFJ |
| 客户 ID | b-2 |