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.
982 B
982 B
测试包 · 客服 1B / 画像 R1（2026-09-10）
| 项 | 值 |
|---|---|
| 测试记录编号 | TEST-2026-09-10-CS-001 |
| 模块 | 客户财富 Agent（CS Wave 3） |
| 模块负责人 | zhangyong |
| 修改人 | Andrew |
| 关联拍板 | 1B · R1 · L0 优先 · C-04~C-11（部分） |
文件
| 文件 | 说明 |
|---|---|
| TEST-LOG-2026-09-10-CS-001.md | 企业级测试日志（缺陷发现 → 修复 → 回归） |
| MANUAL-CHECKLIST.md | 手工验收步骤（含数据灌入） |
数据灌入（可选 · R1 手工验 Top-K）
# Agent 库 L1 演示数据（CUST-9527 · 含 items_meta）
python scripts/dev/run_sql_file.py scripts/agent/seed-customer-profile-l1-r1-demo.sql
# 清 Redis 热缓存（6380）
redis-cli -p 6380 DEL profile:l1:CUST-9527
1B 持仓 sanitize 不依赖 L1 种子，仅需 Core 库 CUST-9527 持仓（scripts/core/reset.ps1 已有）。