MaxCPA_FPA/analysis/pages/owner-portfolio.md

artifact_type, slug, round, status, project, title

artifact_type	slug	round	status	project	title
page	owner-portfolio	3	draft	maxcpa	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