客户档案 Profile · FinAtlas (INTERNAL DEMO)

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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_t3 · SME-C (退休/税) [DEMO] · 牌照范围 license scope: + CPA collaboration

退休家庭 [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	traditional IRA
目标 goal	Roth conversion 评估
报税身份 tax_status	MFJ
客户 ID	`c-1`