artifact: add FPA analysis outputs through round 6
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---
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artifact_type: feature
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slug: client-reminder-orchestration
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round: 4
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status: draft
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project: maxcpa
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title: 客户补件提醒
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---
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# 客户补件提醒
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## Page
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- 案件工作台
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## Persona Served
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- Accountant
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## Business Responsibility
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在资料缺失或临近截止时自动或人工发起提醒,并追踪客户后续是否补交,让催办从个人记忆变成系统动作。
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## State Type
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- both
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## Cross-Page Reuse
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- 是,可延展到老板端异常升级和自动化策略页。
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## Source Story
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- `会计师 / Activity 3 / Step 3`: 在必要时再次提醒客户补交
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## Independence Signals
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- 有独立业务目的:推动客户补交缺件。
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- 有独立状态与规则:自动提醒、人工提醒、提醒后等待响应。
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- 有独立交互流:选择提醒对象、触发提醒、查看结果。
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- 有跨页面复用潜力:自动化策略会消费同一提醒能力。
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- 可独立测试:可验证触发条件、频率限制和提醒结果记录。
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