artifact: add FPA analysis outputs through round 6
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---
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artifact_type: feature
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slug: intake-submission-review
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round: 4
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status: draft
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project: maxcpa
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title: 新客资料审阅
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---
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# 新客资料审阅
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## Page
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- 新客审核台
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## Persona Served
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- Accountant
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## Business Responsibility
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把新客户提交的基础信息、服务需求和 AI 初审结论组织成可快速阅读的审阅面,帮助会计师完成首轮判断而不必在多处来回拼信息。
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## State Type
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- both
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## Cross-Page Reuse
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- 否
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## Source Story
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- `会计师 / Activity 1 / Step 1`: 查看新进入客户提交的信息
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## Independence Signals
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- 有独立业务目的:完成新客首轮审阅。
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- 有独立数据来源:客户注册信息、需求信息、AI 初审结果。
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- 有独立交互流:查看摘要、展开细节、标记已审阅。
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- 可独立测试:可单独验证信息完整展示与异常提示。
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