FinAtlas · m631 LongProof Finance Atlas INTERNAL DEMO

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_bandbracket-4 (区间标签 bracket label · 非真实数字)
现有配置 existingVA + brokerage
目标 goal退休收入
报税身份 tax_statusMFJ
客户 IDb-1

高收入双职工 [DEMO] [DEMO]

收入区间 income_bandbracket-5 (区间标签 bracket label · 非真实数字)
现有配置 existing401k maxed
目标 goaltax efficiency
报税身份 tax_statusMFJ
客户 IDb-2