xinghuo/group_xinghuo_jinrong
1
0
Fork 0
Code Issues Pull Requests 2 Actions Packages Projects Releases Wiki Activity

feat(threshold): Implement customer loss threshold configuration and notification system

Browse Source 
- Added `ThresholdRepository` for managing customer loss threshold configurations and notifications.
- Introduced `threshold_service` to handle loss threshold alerts based on customer portfolio performance.
- Enhanced `customer_prompts` to include new intent for querying product net values.
- Updated `customer_service` to integrate new threshold alert functionality into existing workflows.
- Implemented `sanitize_postprocess` for improved compliance handling in customer interactions.
- Enhanced course documentation to reflect updates in advisor training modules and interactive elements.

This update significantly improves the customer experience by providing proactive loss threshold notifications and enhancing the overall service framework.
This commit is contained in:
zhanghongyu_0626
2026-09-10 10:57:40 +08:00
parent 6f222f1c56
commit 4b8e11c9bd
102 changed files with 4054 additions and 445 deletions
Download Patch File Download Diff File Expand all files Collapse all files
docs/course/jinrong-module-analyst/modules/03-agent-api.html
+1 -1
View File
@@ -75,7 +75,7 @@
<div class="quiz-container" id="quiz-analyst-m3">
<div class="quiz-question-block"
data-correct="option-a"
data-explanation-right="POST /assets 在 analyst.py 硬校验 analyst 角色，advisor 或 customer 会 403。"
data-explanation-right="POST /assets 在 问数 REST（analyst.py）硬校验 analyst 角色，advisor 或 customer 会 403。"
data-explanation-wrong="资产沉淀是分析员专属写操作，其他角色只能问数或看 dashboard。">
<h3 class="quiz-question">理财师 STAFF-10086 能调用 POST /api/analyst/assets 沉淀口径吗？</h3>
<div class="quiz-options">