Enhance suitability assessment and documentation
- Implemented `check_suitability` method in `CoreReadOnlyRepository` for suitability determination based on customer and product risk levels. - Added `build_suitability_log_row` function in `suitability.py` for mapping suitability check results to `risk_suitability_log`. - Updated `AGENTS.md`, `ENVIRONMENT.md`, and `FLOW.md` to reflect changes in suitability assessment processes and documentation. - Revised `FRAMEWORK.md` and `MEMORY.md` to clarify project structure and data flow related to suitability checks. - Expanded `TODO.md` with tasks related to logging and auditing suitability assessments.
This commit is contained in:
@@ -30,11 +30,11 @@ python scripts/sync/sync_neo4j.py
|
||||
|
||||
| 类型 | 数量 |
|
||||
| --- | --- |
|
||||
| 客户 | 28 |
|
||||
| 客户 | 28 + 5 手册示范(CUST-DEMO-A~E) |
|
||||
| 理财代理人 | 5 |
|
||||
| 分析/风控/合规/运营 | 2+2+2+1 |
|
||||
| 双角色 staff | 1(STAFF-10091 advisor+compliance) |
|
||||
| 产品 | 12 |
|
||||
| 产品 | 14 |
|
||||
| 持仓记录 | ~45 |
|
||||
| 交易 | 25+ |
|
||||
|
||||
|
||||
Reference in New Issue
Block a user