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: owner-portfolio
+round: 3
+status: draft
+project: maxcpa
+title: 客户资产与关系页
+---
+
+# 客户资产与关系页
+
+## Route Information
+
+- Route: `/owner/portfolio`
+
+## Accessible Persona
+
+- Firm Owner
+
+## Story Steps Covered
+
+- `事务所老板 / Activity 2 / Step 2`: 识别来源不清或关系敏感的客户
+
+## Page Responsibility
+
+展示转介绍关系图谱、客户分类和 AI 画像，让老板从客户资产与关系网络的视角识别长期价值与潜在风险。
+
+## Related Features
+
+- 转介绍关系洞察
+- 客户资产分层