feat:用户画像功能

This commit is contained in:
2026-09-14 00:19:31 +08:00
parent cf8fcf63c9
commit a7f9e182a4
17 changed files with 971 additions and 37 deletions
+6 -4
View File
@@ -6,22 +6,24 @@
"enabled": true,
"aliases": ["基金产品", "产品", "基金", "基金名称", "产品名称"],
"tables": ["fin_product"],
"fields": ["product_code", "product_name", "product_type", "risk_level", "status"]
"fields": ["product_code", "product_name", "product_type", "risk_level", "status"],
"value_hint": "product_type 实际枚举值为:货币型/债券型/混合型/股票型/指数型/QDII(注意是'XX型',不是 Schema 注释里的'股票基金');status 实际枚举值为:在售/暂停/到期/清盘,查在售产品用 status = '在售'"
},
{
"term": "股票型基金",
"enabled": true,
"aliases": ["股票型", "股票基金", "权益类"],
"aliases": ["股票型", "股票基金", "股票型基金", "权益类"],
"tables": ["fin_product"],
"fields": ["product_type"],
"value_hint": "product_type 通常使用业务库中的股票型标准值,不能自行创造枚举值"
"value_hint": "fin_product.product_type 实际枚举值为:货币型/债券型/混合型/股票型/指数型/QDII;股票型基金必须用 product_type = '股票型',不要使用 Schema 注释里的'股票基金'"
},
{
"term": "客户",
"enabled": true,
"aliases": ["客户", "投资人", "持有人"],
"tables": ["fin_customer_profile", "fin_holdings", "fin_risk_assessment"],
"fields": ["customer_id", "risk_level", "customer_level"]
"fields": ["customer_id", "risk_level", "customer_level"],
"value_hint": "fin_customer_profile.risk_level / fin_risk_assessment.risk_level 实际枚举值为 R1-R5(R1 最保守,R5 最激进,与产品风险等级同一口径);查'保守型/稳健型客户'对应 R1/R2,'激进型客户'对应 R5"
},
{
"term": "持仓",