mytool2002
32 lines
583 B
Markdown
32 lines
583 B
Markdown
---
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artifact_type: page
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slug: owner-portfolio
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round: 3
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status: draft
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project: maxcpa
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title: 客户资产与关系页
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---
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# 客户资产与关系页
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## Route Information
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- Route: `/owner/portfolio`
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## Accessible Persona
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- Firm Owner
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## Story Steps Covered
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- `事务所老板 / Activity 2 / Step 2`: 识别来源不清或关系敏感的客户
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## Page Responsibility
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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。
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## Related Features
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- 转介绍关系洞察
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- 客户资产分层
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