artifact: add FPA analysis outputs through round 6

2026-06-20 14:08:46 +08:00
commit 8bf8795f96
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+---
+artifact_type: page
+slug: accountant-intake
+round: 3
+status: draft
+project: maxcpa
+title: 新客审核台
+---
+
+# 新客审核台
+
+## Route Information
+
+- Route: `/workspace/intake`
+
+## Accessible Persona
+
+- Accountant
+
+## Story Steps Covered
+
+- `会计师 / Activity 1 / Step 1`: 查看新进入客户提交的信息
+- `会计师 / Activity 1 / Step 2`: 核对客户来源和基本情况
+- `会计师 / Activity 1 / Step 3`: 决定是否正式接纳进入后续服务
+
+## Page Responsibility
+
+集中处理新客户资料、介绍来源、AI 初审结果和接纳决策，把“是否正式建档”从零散沟通变成可追踪的审核动作。
+
+## Related Features
+
+- 新客资料审阅
+- 介绍来源核验
+- 新客接纳决策