zhanghongyu_0626
4b8e11c9bd
- 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.
40 lines
2.1 KiB
SQL
40 lines
2.1 KiB
SQL
-- CS Wave 3 · R1 手工验收种子（CUST-9527）
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-- 用途：验证 render_profile_context Top-K + TTL 注入（默认 K=3 · TTL=90d）
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-- 执行：python scripts/dev/run_sql_file.py scripts/agent/seed-customer-profile-l1-r1-demo.sql
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-- 前置：jinrong_agent 已建表（01-mysql-共用底座.sql）；Core CUST-9527 已由 scripts/core/reset.ps1 灌入
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-- 灌后：DEL profile:l1:CUST-9527（Redis）或等 10min TTL，避免读到旧热缓存
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USE jinrong_agent;
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INSERT INTO customer_profile_l1 (customer_id, style_tags, version, updated_by)
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VALUES (
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'CUST-9527',
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JSON_OBJECT(
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'basic', JSON_OBJECT(
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'city', JSON_OBJECT('value', '上海', 'source', 'user_declared', 'confidence', 0.9)
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),
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'investment', JSON_OBJECT(
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'product_preferences', JSON_OBJECT(
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'value', JSON_ARRAY('货币基金', '债券基金', '指数基金', '混合基金', 'QDII基金'),
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'source', 'user_declared',
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'confidence', 0.92,
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'items_meta', JSON_OBJECT(
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'货币基金', JSON_OBJECT('updated_at', '2026-09-10T08:00:00', 'mention_count', 5, 'confidence', 0.95),
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'债券基金', JSON_OBJECT('updated_at', '2026-09-09T10:00:00', 'mention_count', 3, 'confidence', 0.90),
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'指数基金', JSON_OBJECT('updated_at', '2020-01-01T10:00:00', 'mention_count', 8, 'confidence', 0.99),
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'混合基金', JSON_OBJECT('updated_at', '2026-08-01T10:00:00', 'mention_count', 1, 'confidence', 0.70),
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'QDII基金', JSON_OBJECT('updated_at', '2026-09-08T12:00:00', 'mention_count', 2, 'confidence', 0.85)
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)
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),
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'horizon', JSON_OBJECT('value', '1-3年', 'source', 'user_declared', 'confidence', 0.88)
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),
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'threshold_pref_summary', JSON_OBJECT('value', '亏损10%提醒', 'source', 'user_declared', 'confidence', 0.97)
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),
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1,
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'customer_agent'
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)
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ON DUPLICATE KEY UPDATE
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style_tags = VALUES(style_tags),
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version = version + 1,
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updated_by = 'customer_agent';
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