0723 添加baodanppt项目
49
baodanppt/.env.example
Normal file
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|
||||
# ====================================================================
|
||||
# insurance-ppt v3.1.3 配置文件示例
|
||||
# ====================================================================
|
||||
# 复制本文件为 .env 并填入你的 API keys.
|
||||
# 大多数 LLM key 可在对应服务商控制台免费/付费获取.
|
||||
# ====================================================================
|
||||
|
||||
# LLM Provider 选择 (按优先级顺序尝试)
|
||||
# minimax - MiniMax M3 (推荐, 主力)
|
||||
# deepseek - DeepSeek V3 Flash (备选)
|
||||
# kimi - Kimi kimi-for-coding (备选, 配额可能耗尽)
|
||||
# gemini - Gemini (备选)
|
||||
# agnes - Agnes 2.0 Flash (慢但免费, 备用)
|
||||
# openrouter - OpenRouter 路由 (备选)
|
||||
LLM_PROVIDER=minimax
|
||||
|
||||
# --- 主选: MiniMax M3 ---
|
||||
MINIMAX_API_KEY=<YOUR_MINIMAX_API_KEY_HERE>
|
||||
MINIMAX_BASE_URL=https://api.minimax.chat/v1
|
||||
MINIMAX_MODEL=MiniMax-M3
|
||||
|
||||
# --- 备选 1: DeepSeek ---
|
||||
DEEPSEEK_API_KEY=<YOUR_DEEPSEEK_API_KEY_HERE>
|
||||
DEEPSEEK_BASE_URL=https://api.deepseek.com/v1
|
||||
DEEPSEEK_MODEL=deepseek-v3-flash
|
||||
|
||||
# --- 备选 2: Gemini ---
|
||||
GEMINI_API_KEY=<YOUR_GEMINI_API_KEY_HERE>
|
||||
|
||||
# --- 备选 3: Kimi (kimi-for-coding) ---
|
||||
KIMI_API_KEY=<YOUR_KIMI_API_KEY_HERE>
|
||||
KIMI_BASE_URL=https://api.kimi.com/coding
|
||||
KIMI_MODEL=kimi-for-coding
|
||||
|
||||
# --- 备选 4: OpenRouter ---
|
||||
OPENROUTER_API_KEY=<YOUR_OPENROUTER_API_KEY_HERE>
|
||||
OPENROUTER_BASE_URL=https://api.openrouter.ai/api/v1
|
||||
OPENROUTER_MINIMAX_MODEL=minimax/minimax-m3
|
||||
OPENROUTER_SITE_URL=http://localhost:3000
|
||||
OPENROUTER_APP_NAME=insurance-ppt
|
||||
|
||||
# --- 备选 5: Agnes 2.0 Flash (免费, 慢) ---
|
||||
AGNES_API_KEY=<YOUR_AGNES_API_KEY_HERE>
|
||||
AGNES_BASE_URL=https://api.agines-ai.com/v1
|
||||
AGNES_MODEL=agnes-2.0-flash
|
||||
|
||||
# --- API 访问保护 (可选) ---
|
||||
# APP_API_KEY=<YOUR_APP_API_KEY_HERE>
|
||||
# PORT=3000
|
||||
31
baodanppt/.gitignore
vendored
Normal file
@ -0,0 +1,31 @@
|
||||
node_modules/
|
||||
dist/
|
||||
.env
|
||||
*.log
|
||||
*.pptx
|
||||
*.mp4
|
||||
*.mov
|
||||
__pycache__/
|
||||
*.pyc
|
||||
|
||||
# Generated / cache
|
||||
sessions/
|
||||
.cache/
|
||||
uploads/
|
||||
outputs/
|
||||
protected/
|
||||
public/downloads/
|
||||
|
||||
# Large temp
|
||||
external/
|
||||
temp/
|
||||
tmp/
|
||||
|
||||
# IDE
|
||||
.idea/
|
||||
|
||||
# OCR temp
|
||||
.tess_tmp/
|
||||
|
||||
# Backup files
|
||||
*.bak
|
||||
105
baodanppt/README.md
Normal file
@ -0,0 +1,105 @@
|
||||
# 保险计划书 AI 助手
|
||||
|
||||
将 PDF 计划书转换为专业 PPT 的 AI 工具,支持储蓄险、重疾险、万用寿险(IUL)三种产品类型。
|
||||
|
||||
## 功能概览
|
||||
|
||||
- **上传 PDF** — 支持多份计划书同时上传,自动识别产品类型
|
||||
- **AI 解析** — Gemini 2.5 Flash 提取关键数据(产品名称、保单信息、逐年利益演示)
|
||||
- **销售洞察** — 自动生成目标客户画像、核心卖点、建议叙事方向
|
||||
- **对话咨询** — 与 AI 保险顾问对话,询问计划书内容、对比分析、展示建议
|
||||
- **PPT 生成** — 基于解析结果自动生成 15 页专业销售 PPT,支持 4 种风格
|
||||
|
||||
## 快速开始
|
||||
|
||||
```bash
|
||||
cd /Users/soldier/free-code/packages/insurance-ppt
|
||||
bun install
|
||||
```
|
||||
|
||||
### 环境变量
|
||||
|
||||
```bash
|
||||
export GEMINI_API_KEY="your-gemini-api-key"
|
||||
export PORT=3000
|
||||
```
|
||||
|
||||
### 启动服务
|
||||
|
||||
```bash
|
||||
bun run src/api/server.ts
|
||||
```
|
||||
|
||||
打开 http://localhost:3000 即可使用。
|
||||
|
||||
## 项目结构
|
||||
|
||||
```
|
||||
src/
|
||||
api/server.ts # HTTP 服务器(路由、会话管理)
|
||||
extraction/
|
||||
orchestrator.ts # 提取编排器(Schema 验证、多类型支持)
|
||||
gemini-client.ts # Gemini API 客户端
|
||||
pdf-preprocessor.ts # PDF 预处理器(pymupdf 文本提取)
|
||||
prompts.ts # 各产品的 Prompt 模板
|
||||
schemas/
|
||||
savings-plan.ts # 储蓄险 Schema + 验证
|
||||
critical-illness.ts # 重疾险 Schema
|
||||
iul.ts # IUL Schema
|
||||
common.ts # 共享 Schema(受保人、保单、年度利益行)
|
||||
chat/
|
||||
chat-engine.ts # 对话引擎(支持三种产品类型)
|
||||
interpretation-engine.ts # AI 解读引擎(计划书 JSON → 销售洞察)
|
||||
outline-generator.ts # PPT 大纲生成器
|
||||
templates/
|
||||
markdown-templates.ts # Markdown 模板引擎
|
||||
generation/
|
||||
pptx-generator.ts # Python PPT 生成器(主)
|
||||
composition-engine.ts # JS Fallback PPT 组合引擎
|
||||
scripts/
|
||||
ppt_generator.py # Gamma/Google Stitch 风格 PPT 生成
|
||||
ppt_styles.py # 配色方案(modern/fresh/minimal/warm)
|
||||
public/
|
||||
index.html # Web UI(Apple 毛玻璃风格)
|
||||
```
|
||||
|
||||
## API 端点
|
||||
|
||||
| 方法 | 路径 | 描述 | 认证 |
|
||||
|------|------|------|------|
|
||||
| GET | `/api/health` | 健康检查 | — |
|
||||
| POST | `/api/upload` | 上传 PDF 文件 | 速率限制 |
|
||||
| POST | `/api/parse/:sessionId` | AI 解析计划书 | X-API-Key |
|
||||
| POST | `/api/chat/:sessionId` | 对话咨询 | X-API-Key |
|
||||
| POST | `/api/generate/:sessionId` | 生成 PPT | X-API-Key |
|
||||
| POST | `/api/company-info` | 查询公司介绍 | X-API-Key |
|
||||
|
||||
## 安全特性
|
||||
|
||||
- **命令注入防护** — `execSync` → `spawn`(数组参数,无 shell 展开)
|
||||
- **API 认证** — `X-API-Key` Header(当 `GEMINI_API_KEY` 已配置)
|
||||
- **速率限制** — 每 IP 每分钟 30 次请求
|
||||
- **目录遍历防护** — 静态文件服务路径校验
|
||||
- **会话 LRU 缓存** — 最多 100 个活跃会话,自动清理最旧会话
|
||||
|
||||
## 状态机
|
||||
|
||||
```
|
||||
created → parsing → parsed → chatting → generating → done
|
||||
↘ parsed ↗
|
||||
```
|
||||
|
||||
## 产品支持
|
||||
|
||||
| 产品类型 | Schema | 关键指标 |
|
||||
|----------|--------|---------|
|
||||
| 储蓄险 | SavingsPlanExtractionSchema | 回本年份、翻倍倍数、IRR |
|
||||
| 重疾险 | CiPlanExtractionSchema | 保额、年缴、每天成本、保障项目 |
|
||||
| 万用寿险 | IulExtractionSchema | 身故保障、杠杆倍数、指数账户利率 |
|
||||
|
||||
## PPT 风格
|
||||
|
||||
- **modern(默认)** — 深蓝 + 金色,专业高端
|
||||
- **fresh** — 青绿色,清新自然
|
||||
- **minimal** — 暗红 + 黑色,简洁有力
|
||||
- **warm** — 棕色 + 橙色,温暖亲切
|
||||
74
baodanppt/bun.lock
Normal file
@ -0,0 +1,74 @@
|
||||
{
|
||||
"lockfileVersion": 1,
|
||||
"configVersion": 1,
|
||||
"workspaces": {
|
||||
"": {
|
||||
"name": "insurance-ppt",
|
||||
"dependencies": {
|
||||
"@google/generative-ai": "^0.21.0",
|
||||
"hono": "^4.12.23",
|
||||
"pptxgenjs": "^4.0.1",
|
||||
"zod": "^4.3.6",
|
||||
},
|
||||
"devDependencies": {
|
||||
"@types/bun": "^1.3.11",
|
||||
"typescript": "^6.0.2",
|
||||
},
|
||||
},
|
||||
},
|
||||
"packages": {
|
||||
"@google/generative-ai": ["@google/generative-ai@0.21.0", "", {}, "sha512-7XhUbtnlkSEZK15kN3t+tzIMxsbKm/dSkKBFalj+20NvPKe1kBY7mR2P7vuijEn+f06z5+A8bVGKO0v39cr6Wg=="],
|
||||
|
||||
"@types/bun": ["@types/bun@1.3.14", "", { "dependencies": { "bun-types": "1.3.14" } }, "sha512-h1hFqFVcvAvD9j9K7ZW7vd82aSA+rTdznZa+5bwvCwqSB1jmmfLcbIWhOLx1/+boy/xmjgCs/OMUL8hRJSmnPw=="],
|
||||
|
||||
"@types/node": ["@types/node@22.19.19", "", { "dependencies": { "undici-types": "~6.21.0" } }, "sha512-dyh/xO2Fh5bYrfWaaqGrRQQGkNdmYw6AmaAUvYeUMNTWQtvb796ikLdmTchRmOlOiIJ1TDXfWgVx1QkUlQ6Hew=="],
|
||||
|
||||
"bun-types": ["bun-types@1.3.14", "", { "dependencies": { "@types/node": "*" } }, "sha512-4N0ig0fEomHt5R0KCFWjovxow98rIoRwKolrYdCcknNwMekCXRnWEUvgu5soYV8QXtVsrUD8B95MBOZGPvr6KQ=="],
|
||||
|
||||
"core-util-is": ["core-util-is@1.0.3", "", {}, "sha512-ZQBvi1DcpJ4GDqanjucZ2Hj3wEO5pZDS89BWbkcrvdxksJorwUDDZamX9ldFkp9aw2lmBDLgkObEA4DWNJ9FYQ=="],
|
||||
|
||||
"hono": ["hono@4.12.23", "", {}, "sha512-eIaZ9qDgu7XV0pxOCrg7/WhnQ6Ivm22UcxhXx/A3dcbqbbYgBEkc6e/J/s7j2tS96zoB0S9VBdLwQNCWwUo4LA=="],
|
||||
|
||||
"https": ["https@1.0.0", "", {}, "sha512-4EC57ddXrkaF0x83Oj8sM6SLQHAWXw90Skqu2M4AEWENZ3F02dFJE/GARA8igO79tcgYqGrD7ae4f5L3um2lgg=="],
|
||||
|
||||
"image-size": ["image-size@1.2.1", "", { "dependencies": { "queue": "6.0.2" }, "bin": { "image-size": "bin/image-size.js" } }, "sha512-rH+46sQJ2dlwfjfhCyNx5thzrv+dtmBIhPHk0zgRUukHzZ/kRueTJXoYYsclBaKcSMBWuGbOFXtioLpzTb5euw=="],
|
||||
|
||||
"immediate": ["immediate@3.0.6", "", {}, "sha512-XXOFtyqDjNDAQxVfYxuF7g9Il/IbWmmlQg2MYKOH8ExIT1qg6xc4zyS3HaEEATgs1btfzxq15ciUiY7gjSXRGQ=="],
|
||||
|
||||
"inherits": ["inherits@2.0.4", "", {}, "sha512-k/vGaX4/Yla3WzyMCvTQOXYeIHvqOKtnqBduzTHpzpQZzAskKMhZ2K+EnBiSM9zGSoIFeMpXKxa4dYeZIQqewQ=="],
|
||||
|
||||
"isarray": ["isarray@1.0.0", "", {}, "sha512-VLghIWNM6ELQzo7zwmcg0NmTVyWKYjvIeM83yjp0wRDTmUnrM678fQbcKBo6n2CJEF0szoG//ytg+TKla89ALQ=="],
|
||||
|
||||
"jszip": ["jszip@3.10.1", "", { "dependencies": { "lie": "~3.3.0", "pako": "~1.0.2", "readable-stream": "~2.3.6", "setimmediate": "^1.0.5" } }, "sha512-xXDvecyTpGLrqFrvkrUSoxxfJI5AH7U8zxxtVclpsUtMCq4JQ290LY8AW5c7Ggnr/Y/oK+bQMbqK2qmtk3pN4g=="],
|
||||
|
||||
"lie": ["lie@3.3.0", "", { "dependencies": { "immediate": "~3.0.5" } }, "sha512-UaiMJzeWRlEujzAuw5LokY1L5ecNQYZKfmyZ9L7wDHb/p5etKaxXhohBcrw0EYby+G/NA52vRSN4N39dxHAIwQ=="],
|
||||
|
||||
"pako": ["pako@1.0.11", "", {}, "sha512-4hLB8Py4zZce5s4yd9XzopqwVv/yGNhV1Bl8NTmCq1763HeK2+EwVTv+leGeL13Dnh2wfbqowVPXCIO0z4taYw=="],
|
||||
|
||||
"pptxgenjs": ["pptxgenjs@4.0.1", "", { "dependencies": { "@types/node": "^22.8.1", "https": "^1.0.0", "image-size": "^1.2.1", "jszip": "^3.10.1" } }, "sha512-TeJISr8wouAuXw4C1F/mC33xbZs/FuEG6nH9FG1Zj+nuPcGMP5YRHl6X+j3HSUnS1f3at6k75ZZXPMZlA5Lj9A=="],
|
||||
|
||||
"process-nextick-args": ["process-nextick-args@2.0.1", "", {}, "sha512-3ouUOpQhtgrbOa17J7+uxOTpITYWaGP7/AhoR3+A+/1e9skrzelGi/dXzEYyvbxubEF6Wn2ypscTKiKJFFn1ag=="],
|
||||
|
||||
"queue": ["queue@6.0.2", "", { "dependencies": { "inherits": "~2.0.3" } }, "sha512-iHZWu+q3IdFZFX36ro/lKBkSvfkztY5Y7HMiPlOUjhupPcG2JMfst2KKEpu5XndviX/3UhFbRngUPNKtgvtZiA=="],
|
||||
|
||||
"readable-stream": ["readable-stream@2.3.8", "", { "dependencies": { "core-util-is": "~1.0.0", "inherits": "~2.0.3", "isarray": "~1.0.0", "process-nextick-args": "~2.0.0", "safe-buffer": "~5.1.1", "string_decoder": "~1.1.1", "util-deprecate": "~1.0.1" } }, "sha512-8p0AUk4XODgIewSi0l8Epjs+EVnWiK7NoDIEGU0HhE7+ZyY8D1IMY7odu5lRrFXGg71L15KG8QrPmum45RTtdA=="],
|
||||
|
||||
"safe-buffer": ["safe-buffer@5.1.2", "", {}, "sha512-Gd2UZBJDkXlY7GbJxfsE8/nvKkUEU1G38c1siN6QP6a9PT9MmHB8GnpscSmMJSoF8LOIrt8ud/wPtojys4G6+g=="],
|
||||
|
||||
"setimmediate": ["setimmediate@1.0.5", "", {}, "sha512-MATJdZp8sLqDl/68LfQmbP8zKPLQNV6BIZoIgrscFDQ+RsvK/BxeDQOgyxKKoh0y/8h3BqVFnCqQ/gd+reiIXA=="],
|
||||
|
||||
"string_decoder": ["string_decoder@1.1.1", "", { "dependencies": { "safe-buffer": "~5.1.0" } }, "sha512-n/ShnvDi6FHbbVfviro+WojiFzv+s8MPMHBczVePfUpDJLwoLT0ht1l4YwBCbi8pJAveEEdnkHyPyTP/mzRfwg=="],
|
||||
|
||||
"typescript": ["typescript@6.0.3", "", { "bin": { "tsc": "bin/tsc", "tsserver": "bin/tsserver" } }, "sha512-y2TvuxSZPDyQakkFRPZHKFm+KKVqIisdg9/CZwm9ftvKXLP8NRWj38/ODjNbr43SsoXqNuAisEf1GdCxqWcdBw=="],
|
||||
|
||||
"undici-types": ["undici-types@6.21.0", "", {}, "sha512-iwDZqg0QAGrg9Rav5H4n0M64c3mkR59cJ6wQp+7C4nI0gsmExaedaYLNO44eT4AtBBwjbTiGPMlt2Md0T9H9JQ=="],
|
||||
|
||||
"util-deprecate": ["util-deprecate@1.0.2", "", {}, "sha512-EPD5q1uXyFxJpCrLnCc1nHnq3gOa6DZBocAIiI2TaSCA7VCJ1UJDMagCzIkXNsUYfD1daK//LTEQ8xiIbrHtcw=="],
|
||||
|
||||
"zod": ["zod@4.4.3", "", {}, "sha512-ytENFjIJFl2UwYglde2jchW2Hwm4GJFLDiSXWdTrJQBIN9Fcyp7n4DhxJEiWNAJMV1/BqWfW/kkg71UDcHJyTQ=="],
|
||||
|
||||
"bun-types/@types/node": ["@types/node@18.19.130", "", { "dependencies": { "undici-types": "~5.26.4" } }, "sha512-GRaXQx6jGfL8sKfaIDD6OupbIHBr9jv7Jnaml9tB7l4v068PAOXqfcujMMo5PhbIs6ggR1XODELqahT2R8v0fg=="],
|
||||
|
||||
"bun-types/@types/node/undici-types": ["undici-types@5.26.5", "", {}, "sha512-JlCMO+ehdEIKqlFxk6IfVoAUVmgz7cU7zD/h9XZ0qzeosSHmUJVOzSQvvYSYWXkFXC+IfLKSIffhv0sVZup6pA=="],
|
||||
}
|
||||
}
|
||||
14
baodanppt/config/bundles/ci-single.json
Normal file
@ -0,0 +1,14 @@
|
||||
{
|
||||
"id": "ci-single",
|
||||
"displayName": "单一重疾险定制方案",
|
||||
"products": ["ci"],
|
||||
"templateFamily": "ci",
|
||||
"status": "active",
|
||||
"modules": [
|
||||
"company-profile",
|
||||
"critical-illness-coverage-summary",
|
||||
"multi-claim-analysis",
|
||||
"cash-value-analysis",
|
||||
"recommendation"
|
||||
]
|
||||
}
|
||||
14
baodanppt/config/bundles/iul-single.json
Normal file
@ -0,0 +1,14 @@
|
||||
{
|
||||
"id": "iul-single",
|
||||
"displayName": "单一IUL定制方案",
|
||||
"products": ["iul"],
|
||||
"templateFamily": "iul",
|
||||
"status": "active",
|
||||
"modules": [
|
||||
"company-profile",
|
||||
"index-account-configuration",
|
||||
"guaranteed-floor-analysis",
|
||||
"legacy-leverage-analysis",
|
||||
"recommendation"
|
||||
]
|
||||
}
|
||||
15
baodanppt/config/bundles/savings-ci-iul.json
Normal file
@ -0,0 +1,15 @@
|
||||
{
|
||||
"id": "savings-ci-iul",
|
||||
"displayName": "储蓄险加重疾险加IUL组合方案",
|
||||
"products": ["savings", "ci", "iul"],
|
||||
"templateFamily": "bundle",
|
||||
"status": "active",
|
||||
"modules": [
|
||||
"family-risk-map",
|
||||
"savings-growth-analysis",
|
||||
"critical-illness-protection-gap",
|
||||
"iul-legacy-leverage",
|
||||
"asset-allocation-summary",
|
||||
"recommendation"
|
||||
]
|
||||
}
|
||||
14
baodanppt/config/bundles/savings-ci.json
Normal file
@ -0,0 +1,14 @@
|
||||
{
|
||||
"id": "savings-ci",
|
||||
"displayName": "储蓄险加重疾险组合方案",
|
||||
"products": ["savings", "ci"],
|
||||
"templateFamily": "bundle",
|
||||
"status": "active",
|
||||
"modules": [
|
||||
"family-risk-map",
|
||||
"savings-growth-analysis",
|
||||
"critical-illness-protection-gap",
|
||||
"cashflow-pressure-test",
|
||||
"recommendation"
|
||||
]
|
||||
}
|
||||
14
baodanppt/config/bundles/savings-iul.json
Normal file
@ -0,0 +1,14 @@
|
||||
{
|
||||
"id": "savings-iul",
|
||||
"displayName": "储蓄险加IUL组合方案",
|
||||
"products": ["savings", "iul"],
|
||||
"templateFamily": "bundle",
|
||||
"status": "active",
|
||||
"modules": [
|
||||
"education-fund-layer",
|
||||
"savings-growth-analysis",
|
||||
"iul-legacy-leverage",
|
||||
"family-timeline",
|
||||
"recommendation"
|
||||
]
|
||||
}
|
||||
14
baodanppt/config/bundles/savings-single.json
Normal file
@ -0,0 +1,14 @@
|
||||
{
|
||||
"id": "savings-single",
|
||||
"displayName": "单一储蓄险定制方案",
|
||||
"products": ["savings"],
|
||||
"templateFamily": "savings",
|
||||
"modules": [
|
||||
"company-profile",
|
||||
"scenario-by-insured-age",
|
||||
"growth-analysis",
|
||||
"withdrawal-analysis",
|
||||
"official-data-tables",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
15
baodanppt/config/companies/aia.json
Normal file
@ -0,0 +1,15 @@
|
||||
{
|
||||
"id": "aia",
|
||||
"displayName": "友邦保险",
|
||||
"aliases": ["AIA", "友邦"],
|
||||
"tenantId": "aia",
|
||||
"knowledgeDirectories": ["AIA-友邦", "新加坡-友邦", "新加坡友邦"],
|
||||
"evidenceRanking": ["简介", "一图", "fact", "年报", "财务", "实力", "概览"],
|
||||
"companyIntro": "友邦保险提供长期储蓄、保障与财富传承方案。公司介绍页仅使用已入库资料和可追溯公开来源。",
|
||||
"companyHighlights": [
|
||||
{
|
||||
"text": "业务发源可追溯至 1919 年,屹立亚洲逾 100 年。",
|
||||
"sourceFile": "友邦-一图简介.pdf"
|
||||
}
|
||||
]
|
||||
}
|
||||
9
baodanppt/config/companies/axa.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "axa",
|
||||
"displayName": "安盛",
|
||||
"aliases": ["AXA", "安盛"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["AXA-安盛"],
|
||||
"evidenceRanking": ["简介", "一图", "fact", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "安盛相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/boclife.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "boclife",
|
||||
"displayName": "中银人寿",
|
||||
"aliases": ["BOC", "BOC Life", "中银人寿", "中銀人壽"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["BOC-中银人寿"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "中银人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/china-taiping.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "china-taiping",
|
||||
"displayName": "中国太平",
|
||||
"aliases": ["China Taiping", "中国太平", "中國太平", "太平"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["新加坡-中国太平", "新加坡-太平"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "中国太平相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/chinalife.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "chinalife",
|
||||
"displayName": "中国人寿",
|
||||
"aliases": ["ChinaLife", "China Life", "中国人寿", "國壽", "国寿"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["ChinaLife-中国人寿", "新加坡-国寿"],
|
||||
"evidenceRanking": ["简介", "fact", "年报", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "中国人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/chubb.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "chubb",
|
||||
"displayName": "安达人寿",
|
||||
"aliases": ["CHUBB", "Chubb", "安达", "安達"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["CHUBB-安达人寿"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "安达人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/cpic.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "cpic",
|
||||
"displayName": "太平洋保险",
|
||||
"aliases": ["CPIC", "太平洋保险", "太平洋保險", "太保"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["CPIC-太平洋保险"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "太平洋保险相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
19
baodanppt/config/companies/ctf.json
Normal file
@ -0,0 +1,19 @@
|
||||
{
|
||||
"id": "ctf",
|
||||
"displayName": "周大福人寿",
|
||||
"aliases": ["CTF", "周大福"],
|
||||
"tenantId": "ctf",
|
||||
"knowledgeDirectories": ["CTF-周大福人寿"],
|
||||
"evidenceRanking": ["简介", "一图", "fact", "年报", "财务", "实力", "概览"],
|
||||
"companyIntro": "周大福人寿提供保障、储蓄与传承规划服务,定位长期家庭财富与保障管理。",
|
||||
"companyHighlights": [
|
||||
{
|
||||
"text": "公开资料显示,其分红实现率专题材料覆盖「匠心・传承」同类型产品系列,可用于公司长期分红兑现能力说明。",
|
||||
"sourceFile": "CTFLife_Market Insight_2024年周大福人壽分紅實現率表現全攻略_2507_(TradChi).pdf"
|
||||
},
|
||||
{
|
||||
"text": "公开资料显示,公司提供一站式医疗增值服务与康复支持,可作为客户服务能力补充说明。",
|
||||
"sourceFile": "周大福人壽醫療增值服務_TC.pdf"
|
||||
}
|
||||
]
|
||||
}
|
||||
9
baodanppt/config/companies/fubon.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "fubon",
|
||||
"displayName": "富邦人寿",
|
||||
"aliases": ["Fubon", "富邦"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["Fubon-Life-富邦人寿"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "富邦人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
15
baodanppt/config/companies/fwd.json
Normal file
@ -0,0 +1,15 @@
|
||||
{
|
||||
"id": "fwd",
|
||||
"displayName": "富卫",
|
||||
"aliases": ["FWD", "富卫", "富衛", "FWDGroup"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["FWD-富卫", "新加坡-富卫", "百慕大-富卫"],
|
||||
"evidenceRanking": ["简介", "fact", "年报", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "富卫保险业务覆盖亚洲多个市场,定位多元化保障与财富管理。",
|
||||
"companyHighlights": [
|
||||
{
|
||||
"text": "富卫保险为泛亚洲人寿保险公司,业务遍及香港、澳门、泰国、印尼、菲律宾、马来西亚、越南、日本等市场。",
|
||||
"sourceFile": "FWD-富卫简介.pdf"
|
||||
}
|
||||
]
|
||||
}
|
||||
9
baodanppt/config/companies/generali.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "generali",
|
||||
"displayName": "忠意保险",
|
||||
"aliases": ["GEN", "Generali", "忠意"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["GEN-忠意"],
|
||||
"evidenceRanking": ["简介", "brand", "fact", "财务", "实力", "概览"],
|
||||
"companyIntro": "忠意保险相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/great-eastern.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "great-eastern",
|
||||
"displayName": "大东方人寿",
|
||||
"aliases": ["Great Eastern", "大东方", "大東方"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["新加坡-大东方"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "指数"],
|
||||
"companyIntro": "大东方人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/hsbc-life.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "hsbc-life",
|
||||
"displayName": "汇丰人寿",
|
||||
"aliases": ["HSBC", "汇丰", "匯豐"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["新加坡-汇丰"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "指数"],
|
||||
"companyIntro": "汇丰人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
19
baodanppt/config/companies/manulife.json
Normal file
@ -0,0 +1,19 @@
|
||||
{
|
||||
"id": "manulife",
|
||||
"displayName": "宏利",
|
||||
"aliases": ["ManuLife", "Manulife", "宏利", "宏利金融", "ManulifeFinancial"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["ManuLife-宏利", "新加坡-宏利", "百慕大-宏利"],
|
||||
"evidenceRanking": ["简介", "簡介", "fact", "年报", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "宏利金融是全球领先的金融服务集团,业务遍及亚洲、加拿大及美国,定位长期家庭财富与保障管理。",
|
||||
"companyHighlights": [
|
||||
{
|
||||
"text": "宏利香港为宏利金融有限公司全资附属机构,业务覆盖香港、澳门,业务规模位居香港寿险市场前列。",
|
||||
"sourceFile": "宏利公司简介.pdf"
|
||||
},
|
||||
{
|
||||
"text": "宏利提供分红保单产品线,公开资料含分红实现率披露。",
|
||||
"sourceFile": "宏利分红实现率.pdf"
|
||||
}
|
||||
]
|
||||
}
|
||||
9
baodanppt/config/companies/pru.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "pru",
|
||||
"displayName": "保诚",
|
||||
"aliases": ["PRU", "Prudential", "保诚", "保誠"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["PRU-保诚", "新加坡-保诚"],
|
||||
"evidenceRanking": ["简介", "fact", "年报", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "保诚相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/sunlife.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "sunlife",
|
||||
"displayName": "永明",
|
||||
"aliases": ["SunLife", "Sun Life", "永明"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["SunLife-永明", "新加坡-永明", "百慕大-永明"],
|
||||
"evidenceRanking": ["简介", "fact", "年报", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "永明相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/tplife.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "tplife",
|
||||
"displayName": "太平人寿",
|
||||
"aliases": ["TPLife", "太平人寿", "太平人壽"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["TPLife-太平人寿"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "养老"],
|
||||
"companyIntro": "太平人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/transamerica.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "transamerica",
|
||||
"displayName": "全美人寿",
|
||||
"aliases": ["Transamerica", "全美"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["新加坡-全美"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "指数"],
|
||||
"companyIntro": "全美人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/wll.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "wll",
|
||||
"displayName": "立桥人寿",
|
||||
"aliases": ["WLL", "立桥", "立橋"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["WLL-立桥人寿"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "投资"],
|
||||
"companyIntro": "立桥人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/yflife.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "yflife",
|
||||
"displayName": "万通保险",
|
||||
"aliases": ["YFLife", "万通", "萬通"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["YFLife-万通"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览", "投资", "权益表现"],
|
||||
"companyIntro": "万通保险相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
9
baodanppt/config/companies/zurich.json
Normal file
@ -0,0 +1,9 @@
|
||||
{
|
||||
"id": "zurich",
|
||||
"displayName": "苏黎世",
|
||||
"aliases": ["Zurich", "苏黎世", "蘇黎世"],
|
||||
"tenantId": "default",
|
||||
"knowledgeDirectories": ["ZURICH-苏黎世"],
|
||||
"evidenceRanking": ["简介", "fact", "财务", "实力", "概览"],
|
||||
"companyIntro": "苏黎世相关公司资料仅使用内部资料库中已索引、可追溯的文件。"
|
||||
}
|
||||
17
baodanppt/config/products/aia/genesis-iul.json
Normal file
@ -0,0 +1,17 @@
|
||||
{
|
||||
"id": "aia-genesis-iul",
|
||||
"companyId": "aia",
|
||||
"planType": "iul",
|
||||
"displayName": "Genesis IUL 指数型寿险计划",
|
||||
"aliases": ["Genesis", "IUL", "指数型寿险", "万能寿险", "index universal life"],
|
||||
"requiredModules": [
|
||||
"cover",
|
||||
"company",
|
||||
"index-account-configuration",
|
||||
"guaranteed-floor-analysis",
|
||||
"legacy-leverage-analysis",
|
||||
"recommendation",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
|
||||
18
baodanppt/config/products/aia/global-flexi-savings.json
Normal file
@ -0,0 +1,18 @@
|
||||
{
|
||||
"id": "aia-global-flexi-savings",
|
||||
"companyId": "aia",
|
||||
"planType": "savings",
|
||||
"displayName": "环球盈活储蓄保险计划",
|
||||
"aliases": ["环球盈活", "環球盈活", "环X盈活", "Global Flexi Savings"],
|
||||
"requiredModules": [
|
||||
"cover",
|
||||
"company",
|
||||
"scenario-by-insured-age",
|
||||
"growth-chart",
|
||||
"guaranteed-vs-non-guaranteed",
|
||||
"withdrawal-timeline",
|
||||
"withdrawal-table",
|
||||
"no-withdrawal-table",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
17
baodanppt/config/products/aia/guardian-ci.json
Normal file
@ -0,0 +1,17 @@
|
||||
{
|
||||
"id": "aia-guardian-ci",
|
||||
"companyId": "aia",
|
||||
"planType": "ci",
|
||||
"displayName": "守护家危疾保障计划",
|
||||
"aliases": ["守护家", "守x家", "守X家", "Guardian CI", "危疾保障计划"],
|
||||
"requiredModules": [
|
||||
"cover",
|
||||
"company",
|
||||
"critical-illness-coverage-summary",
|
||||
"multi-claim-analysis",
|
||||
"cash-value-analysis",
|
||||
"recommendation",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
|
||||
30
baodanppt/config/products/ctf/artisan-legacy-2.json
Normal file
@ -0,0 +1,30 @@
|
||||
{
|
||||
"id": "ctf-artisan-legacy-2",
|
||||
"companyId": "ctf",
|
||||
"planType": "savings",
|
||||
"displayName": "匠心传承储蓄计划2",
|
||||
"aliases": [
|
||||
"匠心傳承",
|
||||
"匠心传承",
|
||||
"匠心傳承儲蓄計劃2",
|
||||
"匠心傳承儲蓄計劃2尊尚版",
|
||||
"匠心传承储蓄计划2",
|
||||
"匠心传承储蓄计划2尊尚版",
|
||||
"匠x传承",
|
||||
"匠x傳承",
|
||||
"匠传承",
|
||||
"传家宝",
|
||||
"「匠X・传承」储蓄寿险计划2(尊尚版)"
|
||||
],
|
||||
"requiredModules": [
|
||||
"cover",
|
||||
"company",
|
||||
"scenario-by-insured-age",
|
||||
"growth-chart",
|
||||
"guaranteed-vs-non-guaranteed",
|
||||
"withdrawal-timeline",
|
||||
"withdrawal-table",
|
||||
"no-withdrawal-table",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
18
baodanppt/config/products/fwd/atar-savings.json
Normal file
@ -0,0 +1,18 @@
|
||||
{
|
||||
"id": "fwd-atar-savings",
|
||||
"companyId": "fwd",
|
||||
"planType": "savings",
|
||||
"displayName": "盈聚天下II保险计划",
|
||||
"aliases": ["盈聚天下", "盈聚天下II", "盈聚", "GFC5", "ATAR", "AtarSavings", "FWD盈聚", "富卫盈聚"],
|
||||
"requiredModules": [
|
||||
"cover",
|
||||
"company",
|
||||
"scenario-by-insured-age",
|
||||
"growth-chart",
|
||||
"guaranteed-vs-non-guaranteed",
|
||||
"withdrawal-timeline",
|
||||
"withdrawal-table",
|
||||
"no-withdrawal-table",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
18
baodanppt/config/products/manulife/lovehome-savings.json
Normal file
@ -0,0 +1,18 @@
|
||||
{
|
||||
"id": "manulife-lovehome-savings",
|
||||
"companyId": "manulife",
|
||||
"planType": "savings",
|
||||
"displayName": "宏挚家传承保险计划",
|
||||
"aliases": ["宏挚家", "宏X家", "宏挚家傳承", "宏挚家传承", "MIAHJ", "LoveHomeLegacy", "ManulifeLoveHome"],
|
||||
"requiredModules": [
|
||||
"cover",
|
||||
"company",
|
||||
"scenario-by-insured-age",
|
||||
"growth-chart",
|
||||
"guaranteed-vs-non-guaranteed",
|
||||
"withdrawal-timeline",
|
||||
"withdrawal-table",
|
||||
"no-withdrawal-table",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
18
baodanppt/config/products/manulife/spark-savings.json
Normal file
@ -0,0 +1,18 @@
|
||||
{
|
||||
"id": "manulife-spark-savings",
|
||||
"companyId": "manulife",
|
||||
"planType": "savings",
|
||||
"displayName": "丰誉传承储蓄计划",
|
||||
"aliases": ["丰誉传承", "丰誉", "SPARK", "SparkSavings", "ManulifeReadyBuilder", "宏利丰誉"],
|
||||
"requiredModules": [
|
||||
"cover",
|
||||
"company",
|
||||
"scenario-by-insured-age",
|
||||
"growth-chart",
|
||||
"guaranteed-vs-non-guaranteed",
|
||||
"withdrawal-timeline",
|
||||
"withdrawal-table",
|
||||
"no-withdrawal-table",
|
||||
"closing"
|
||||
]
|
||||
}
|
||||
24
baodanppt/config/templates/ci/business.json
Normal file
@ -0,0 +1,24 @@
|
||||
{
|
||||
"id": "ci-business",
|
||||
"planType": "ci",
|
||||
"stylePreset": "business",
|
||||
"sourceTemplateAssetId": "business",
|
||||
"cloneReady": true,
|
||||
"cloneRenderer": "ci-business-v1",
|
||||
"displayName": "重疾险商务风",
|
||||
"requiredPageTypes": [
|
||||
"cover",
|
||||
"company",
|
||||
"narrative",
|
||||
"chart",
|
||||
"compare",
|
||||
"table",
|
||||
"conclusion"
|
||||
],
|
||||
"qualityRules": {
|
||||
"forbidPlaceholderImages": true,
|
||||
"forbidSyntheticOfficialValues": true,
|
||||
"requirePdfHash": true,
|
||||
"requireSourcePagesForOfficialTables": true
|
||||
}
|
||||
}
|
||||
24
baodanppt/config/templates/iul/business.json
Normal file
@ -0,0 +1,24 @@
|
||||
{
|
||||
"id": "iul-business",
|
||||
"planType": "iul",
|
||||
"stylePreset": "business",
|
||||
"sourceTemplateAssetId": "business",
|
||||
"cloneReady": true,
|
||||
"cloneRenderer": "iul-business-v1",
|
||||
"displayName": "IUL商务风",
|
||||
"requiredPageTypes": [
|
||||
"cover",
|
||||
"company",
|
||||
"narrative",
|
||||
"chart",
|
||||
"compare",
|
||||
"table",
|
||||
"conclusion"
|
||||
],
|
||||
"qualityRules": {
|
||||
"forbidPlaceholderImages": true,
|
||||
"forbidSyntheticOfficialValues": true,
|
||||
"requirePdfHash": true,
|
||||
"requireSourcePagesForOfficialTables": true
|
||||
}
|
||||
}
|
||||
29
baodanppt/config/templates/savings/broker.json
Normal file
@ -0,0 +1,29 @@
|
||||
{
|
||||
"id": "savings-broker",
|
||||
"planType": "savings",
|
||||
"stylePreset": "broker",
|
||||
"sourceTemplateAssetId": "broker",
|
||||
"cloneReady": true,
|
||||
"cloneRenderer": "savings-broker-v1",
|
||||
"displayName": "储蓄险券商风",
|
||||
"maxDisplayPolicyYear": 80,
|
||||
"tableIntervalYears": 10,
|
||||
"requiredPageTypes": [
|
||||
"cover",
|
||||
"company",
|
||||
"narrative",
|
||||
"chart",
|
||||
"timeline",
|
||||
"timeline",
|
||||
"table",
|
||||
"table",
|
||||
"conclusion",
|
||||
"conclusion"
|
||||
],
|
||||
"qualityRules": {
|
||||
"forbidPlaceholderImages": true,
|
||||
"forbidSyntheticOfficialValues": true,
|
||||
"requirePdfHash": true,
|
||||
"requireSourcePagesForOfficialTables": true
|
||||
}
|
||||
}
|
||||
17
baodanppt/config/templates/savings/business.json
Normal file
@ -0,0 +1,17 @@
|
||||
{
|
||||
"id": "savings-business",
|
||||
"planType": "savings",
|
||||
"stylePreset": "business",
|
||||
"sourceTemplateAssetId": "business",
|
||||
"cloneReady": true,
|
||||
"cloneRenderer": "savings-business-v1",
|
||||
"displayName": "储蓄险商务风",
|
||||
"maxDisplayPolicyYear": 80,
|
||||
"tableIntervalYears": 10,
|
||||
"qualityRules": {
|
||||
"forbidPlaceholderImages": true,
|
||||
"forbidSyntheticOfficialValues": true,
|
||||
"requirePdfHash": true,
|
||||
"requireSourcePagesForOfficialTables": true
|
||||
}
|
||||
}
|
||||
29
baodanppt/config/templates/savings/chinese.json
Normal file
@ -0,0 +1,29 @@
|
||||
{
|
||||
"id": "savings-chinese",
|
||||
"planType": "savings",
|
||||
"stylePreset": "chinese",
|
||||
"sourceTemplateAssetId": "chinese",
|
||||
"cloneReady": true,
|
||||
"cloneRenderer": "savings-chinese-v1",
|
||||
"displayName": "储蓄险中国风",
|
||||
"maxDisplayPolicyYear": 80,
|
||||
"tableIntervalYears": 10,
|
||||
"requiredPageTypes": [
|
||||
"cover",
|
||||
"company",
|
||||
"narrative",
|
||||
"chart",
|
||||
"chart",
|
||||
"timeline",
|
||||
"timeline",
|
||||
"table",
|
||||
"table",
|
||||
"conclusion"
|
||||
],
|
||||
"qualityRules": {
|
||||
"forbidPlaceholderImages": true,
|
||||
"forbidSyntheticOfficialValues": true,
|
||||
"requirePdfHash": true,
|
||||
"requireSourcePagesForOfficialTables": true
|
||||
}
|
||||
}
|
||||
17
baodanppt/config/templates/savings/ink.json
Normal file
@ -0,0 +1,17 @@
|
||||
{
|
||||
"id": "savings-ink",
|
||||
"planType": "savings",
|
||||
"stylePreset": "ink",
|
||||
"sourceTemplateAssetId": "ink",
|
||||
"cloneReady": true,
|
||||
"cloneRenderer": "savings-ink-v1",
|
||||
"displayName": "储蓄险水墨风",
|
||||
"maxDisplayPolicyYear": 80,
|
||||
"tableIntervalYears": 10,
|
||||
"qualityRules": {
|
||||
"forbidPlaceholderImages": true,
|
||||
"forbidSyntheticOfficialValues": true,
|
||||
"requirePdfHash": true,
|
||||
"requireSourcePagesForOfficialTables": true
|
||||
}
|
||||
}
|
||||
17
baodanppt/config/templates/savings/minimal.json
Normal file
@ -0,0 +1,17 @@
|
||||
{
|
||||
"id": "savings-minimal",
|
||||
"planType": "savings",
|
||||
"stylePreset": "minimal",
|
||||
"sourceTemplateAssetId": "minimal",
|
||||
"cloneReady": true,
|
||||
"cloneRenderer": "savings-minimal-v1",
|
||||
"displayName": "储蓄险简洁风",
|
||||
"maxDisplayPolicyYear": 80,
|
||||
"tableIntervalYears": 10,
|
||||
"qualityRules": {
|
||||
"forbidPlaceholderImages": true,
|
||||
"forbidSyntheticOfficialValues": true,
|
||||
"requirePdfHash": true,
|
||||
"requireSourcePagesForOfficialTables": true
|
||||
}
|
||||
}
|
||||
268
baodanppt/data/company-facts.generated.json
Normal file
@ -0,0 +1,268 @@
|
||||
{
|
||||
"companies": [
|
||||
{
|
||||
"companyId": "aia",
|
||||
"displayName": "友邦保险",
|
||||
"companyIntro": "友邦保险提供长期储蓄、保障与财富传承方案。公司介绍页仅使用已入库资料和可追溯公开来源。",
|
||||
"facts": [
|
||||
{
|
||||
"label": "成立时间",
|
||||
"value": "2011年成立"
|
||||
},
|
||||
{
|
||||
"label": "穆迪评级",
|
||||
"value": "Aa2"
|
||||
},
|
||||
{
|
||||
"label": "惠誉评级",
|
||||
"value": "AA"
|
||||
}
|
||||
],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/AIA-友邦/友邦-一图简介.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/AIA-友邦/友邦香港及澳门简介2508.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡友邦/aia-corporate-factsheet-chinese.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "axa",
|
||||
"displayName": "安盛",
|
||||
"companyIntro": "安盛相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/AXA-安盛/安盛-一图简介.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/AXA-安盛/AXA安盛-投资策略以及投资案例.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "boclife",
|
||||
"displayName": "中银人寿",
|
||||
"companyIntro": "中银人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/BOC-中银人寿/中银投资概览20250603.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "china-taiping",
|
||||
"displayName": "中国太平",
|
||||
"companyIntro": "中国太平相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-中国太平/CT174 Infinite Indexed Legacy EN_23.10.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-中国太平/CTPIS Infinite Indexed Wealth - Training Deck.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-中国太平/FA-Web-CTHNW-Infinite-Indexed-Legacy-CN-12.11.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "chinalife",
|
||||
"displayName": "中国人寿",
|
||||
"companyIntro": "中国人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/ChinaLife-中国人寿/国寿养老/国寿社区养老项目手册.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/ChinaLife-中国人寿/国寿养老/宣傳單張_Digital.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/ChinaLife-中国人寿/国寿养老/ENRICH盈加分層宣傳單張.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "chubb",
|
||||
"displayName": "安达人寿",
|
||||
"companyIntro": "安达人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/CHUBB-安达人寿/产品信息/终身寿险/兒童保障利益/兒童保障利益-产品介绍册.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/CHUBB-安达人寿/产品信息/终身寿险/「銀齡」安心保/「銀齡」安心保-产品介绍册.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/CHUBB-安达人寿/产品信息/终身寿险/世代傳承保險系列/世代傳承保險系列-产品介绍册.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "cpic",
|
||||
"displayName": "太平洋保险",
|
||||
"companyIntro": "太平洋保险相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/CPIC-太平洋保险/太平洋壽險香港APP下載頁V.1.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/CPIC-太平洋保险/太保尊尚会/太保家园直付流程-20250623.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/CPIC-太平洋保险/太保尊尚会/太保家园产品服务手册手机版2025V1.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "ctf",
|
||||
"displayName": "周大福人寿",
|
||||
"companyIntro": "周大福人寿提供保障、储蓄与传承规划服务,定位长期家庭财富与保障管理。",
|
||||
"facts": [
|
||||
{
|
||||
"label": "所属集团",
|
||||
"value": "緊扣周大福集團"
|
||||
}
|
||||
],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/CTF-周大福人寿/周大福人壽醫療增值服務_TC.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/CTF-周大福人寿/CTFLife_Market Insight_2024年周大福人壽分紅實現率表現全攻略_2507_(TradChi).pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "fubon",
|
||||
"displayName": "富邦人寿",
|
||||
"companyIntro": "富邦人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/Fubon-Life-富邦人寿/富邦三篇業配整理.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/Fubon-Life-富邦人寿/富邦-優化現金提取.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "fwd",
|
||||
"displayName": "富卫",
|
||||
"companyIntro": "富卫保险业务覆盖亚洲多个市场,定位多元化保障与财富管理。",
|
||||
"facts": [
|
||||
{
|
||||
"label": "核心概况",
|
||||
"value": "富卫保险为泛亚洲人寿保险公司,业务遍及香港、澳门、泰国、印尼、菲律宾、马来西亚、越南、日本等市场。"
|
||||
}
|
||||
],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/FWD-富卫/产品信息/医疗/醫家保醫療計劃/助销工具/醫家保醫療計劃-支援及服務簡介.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/FWD-富卫/产品信息/医疗/尊衛您(寰譽版)醫療計劃/助销工具/尊衛您(寰譽版)醫療計劃支援及服務簡介.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/FWD-富卫/产品信息/投資相連壽險/智悅未來/智悅未來-產品資料概要-ShineInvest-key-facts-statement.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "generali",
|
||||
"displayName": "忠意保险",
|
||||
"companyIntro": "忠意保险相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [
|
||||
{
|
||||
"label": "贝氏评级",
|
||||
"value": "A"
|
||||
}
|
||||
],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/GEN-忠意/Genarali_BrandStorybook忠意介绍_JUN2023_FINAL_TC.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "great-eastern",
|
||||
"displayName": "大东方人寿",
|
||||
"companyIntro": "大东方人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-大东方/3.大东方IUL产品简介英文版 Prestige Legacy Index (Brokers)_Final.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-大东方/大东方Income储蓄产品手册中文版PLG4储蓄.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-大东方/5.大东方IUL 趸交合同样本英文版Sample Policy Contract.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "hsbc-life",
|
||||
"displayName": "汇丰人寿",
|
||||
"companyIntro": "汇丰人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-汇丰/1.汇丰IUL2代产品手册英文版Specimen)HSBC IUL II PS_Final.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-汇丰/2.汇丰IUL2代产品摘要英文版IUL2 Competitive Analysis v1.0.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-汇丰/4.汇丰IUL 2代合同样本英文版Diamond Prestige IUL II GP_Final.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "manulife",
|
||||
"displayName": "宏利",
|
||||
"companyIntro": "宏利金融是全球领先的金融服务集团,业务遍及亚洲、加拿大及美国,定位长期家庭财富与保障管理。",
|
||||
"facts": [
|
||||
{
|
||||
"label": "核心概况",
|
||||
"value": "宏利香港为宏利金融有限公司全资附属机构,业务覆盖香港、澳门,业务规模位居香港寿险市场前列。"
|
||||
}
|
||||
],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/ManuLife-宏利/公司概览/宏利投資概覽2025.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/ManuLife-宏利/分红实现率/2025-分红实现率和总现金价值比率概览.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/ManuLife-宏利/Manulife 宏利业务简介202408.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "pru",
|
||||
"displayName": "保诚",
|
||||
"companyIntro": "保诚相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/PRU-保诚/保诚介绍companystrength-tc.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/PRU-保诚/保誠投資概況Company Fact Sheet_ZH_7Aug2025.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/PRU-保诚/新加坡保诚--卓势传承指数宣传手册.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "sunlife",
|
||||
"displayName": "永明",
|
||||
"companyIntro": "永明相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/SunLife-永明/永明2025年报.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/SunLife-永明/永明2024投资报告.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-永明/永明IUL储蓄计划书.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "tplife",
|
||||
"displayName": "太平人寿",
|
||||
"companyIntro": "太平人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/TPLife-太平人寿/太平养老相关文件/太平人壽(香港)養頤積分計劃.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/TPLife-太平人寿/太平养老相关文件/2_湾区养老Q&A-2024(香港).pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/TPLife-太平人寿/太平养老相关文件/太平人寿(香港)-港人湾区养老服务手册.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "transamerica",
|
||||
"displayName": "全美人寿",
|
||||
"companyIntro": "全美人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-全美/全美PFG IUL储蓄产品手册中文版Product factsheet Chinese.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-全美/2.全美IUL3代产品手册英文版.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/新加坡-全美/6.TA_GIUL3计划书示例 F-40-N-CN-USD-S10m-5x(SC).pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "wll",
|
||||
"displayName": "立桥人寿",
|
||||
"companyIntro": "立桥人寿相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/WLL-立桥人寿/产品信息/智選儲蓄保/智選儲蓄保-保单样本.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/WLL-立桥人寿/产品信息/享護一生壽險計劃/享護一生壽險計劃-产品手册.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/WLL-立桥人寿/产品信息/息享未來儲蓄保/「息」享未來儲蓄保-产品手册.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "yflife",
|
||||
"displayName": "万通保险",
|
||||
"companyIntro": "万通保险相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/YFLife-万通/万通市场观望202511.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/YFLife-万通/万通保险过往年金权益表现报告20250616.pdf",
|
||||
"/Users/soldier/Desktop/公司介绍/YFLife-万通/投資選擇的投資表現報告 - 累積回報及年度回報202510.pdf"
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "zurich",
|
||||
"displayName": "苏黎世",
|
||||
"companyIntro": "苏黎世相关公司资料仅使用内部资料库中已索引、可追溯的文件。",
|
||||
"facts": [
|
||||
{
|
||||
"label": "成立时间",
|
||||
"value": "1872年"
|
||||
},
|
||||
{
|
||||
"label": "管理资产规模",
|
||||
"value": "2,300亿美元*"
|
||||
}
|
||||
],
|
||||
"evidenceFiles": [
|
||||
"/Users/soldier/Desktop/公司介绍/ZURICH-苏黎世/苏黎世人寿保险-企业概览.pdf"
|
||||
]
|
||||
}
|
||||
]
|
||||
}
|
||||
247
baodanppt/data/company-facts.manual.json
Normal file
@ -0,0 +1,247 @@
|
||||
{
|
||||
"companies": [
|
||||
{
|
||||
"companyId": "aia",
|
||||
"displayName": "友邦保险",
|
||||
"companyIntro": "根源可追溯至1919年的上海,2010年于香港联交所独立上市,是亚太地区最大的独立上市人寿保险集团之一,业务覆盖亚洲18个市场。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "根源可追溯至1919年的上海,2010年于香港联交所独立上市" },
|
||||
{ "label": "集团实力", "value": "亚太地区最大的独立上市人寿保险集团,业务覆盖亚洲18个市场" },
|
||||
{ "label": "业务定位", "value": "长期储蓄、健康保障、高净值财富传承及健康管理生态圈" },
|
||||
{ "label": "穆迪评级", "value": "Aa2(稳定)" },
|
||||
{ "label": "惠誉评级", "value": "AA(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "axa",
|
||||
"displayName": "安盛",
|
||||
"companyIntro": "创办于1817年,是全球最大的一体化保险及资产管理集团之一,长期位列《财富》世界500强前列。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1817年创办于法国,1985年正式更名为AXA" },
|
||||
{ "label": "集团实力", "value": "全球最大的一体化保险及资产管理集团之一,服务全球近亿客户" },
|
||||
{ "label": "业务定位", "value": "财产险、人寿与健康险及全球资管服务" },
|
||||
{ "label": "资本充足", "value": "集团偿付能力II充足率长期保持在220%以上" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "boclife",
|
||||
"displayName": "中银人寿",
|
||||
"companyIntro": "1998年在香港正式开业,依托中银香港和中国银行集团保险体系,在香港人民币寿险市场长期保持领先。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1998年在香港正式开业" },
|
||||
{ "label": "集团实力", "value": "主要股东为中银香港(控股)有限公司及中国银行集团保险有限公司" },
|
||||
{ "label": "业务定位", "value": "银行保险联动,主打人民币保单、年金及高净值财富管理" },
|
||||
{ "label": "标普评级", "value": "A(稳定)" },
|
||||
{ "label": "穆迪评级", "value": "A1(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "china-taiping",
|
||||
"displayName": "中国太平",
|
||||
"companyIntro": "1929年创立于上海,是总部设在香港的中央金融企业,也是我国历史最悠久的持续经营民族保险品牌之一。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1929年创立于上海,总部设在香港" },
|
||||
{ "label": "集团实力", "value": "旗下拥有太平人寿、太平财险、太平再保险等多家子公司,总资产突破万亿元人民币" },
|
||||
{ "label": "业务定位", "value": "跨境金融综合服务,布局跨境医疗、海外财险和大湾区养老" },
|
||||
{ "label": "惠誉集团评级", "value": "A-" },
|
||||
{ "label": "保险财务实力评级", "value": "旗下太平人寿及太平再保IFS评级为A" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "chinalife",
|
||||
"displayName": "中国人寿",
|
||||
"companyIntro": "前身与新中国同岁,2003年重组后在纽约、香港、上海三地上市,是中国最大的人寿保险公司之一。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "前身源于1949年,2003年重组后在纽约、香港、上海三地上市" },
|
||||
{ "label": "集团实力", "value": "中国最大的人寿保险公司,连续多年入选《财富》世界500强" },
|
||||
{ "label": "业务定位", "value": "人寿、年金、健康与意外险,并深度布局康养产业" },
|
||||
{ "label": "标普评级", "value": "A+(稳定)" },
|
||||
{ "label": "穆迪评级", "value": "A1(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "chubb",
|
||||
"displayName": "安达人寿",
|
||||
"companyIntro": "隶属于全球大型上市财产险与责任险集团安达保险(Chubb Group),以严谨核保和卓越理赔服务见长。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "隶属于安达保险集团,历史可追溯至1792年" },
|
||||
{ "label": "集团实力", "value": "业务遍及全球54个国家和地区" },
|
||||
{ "label": "业务定位", "value": "代际传承财富方案、儿童保障及银发族安心保障" },
|
||||
{ "label": "标普评级", "value": "AA" },
|
||||
{ "label": "穆迪评级", "value": "Aa3" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "cpic",
|
||||
"displayName": "太平洋保险",
|
||||
"companyIntro": "1991年成立于上海,是中国领先的综合性保险集团之一,寿险、产险与资管多元并进。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1991年成立于上海,为A+H+G三地上市综合保险集团" },
|
||||
{ "label": "集团实力", "value": "连续多年入选《财富》世界500强" },
|
||||
{ "label": "业务定位", "value": "寿险、产险、资管与太保家园康养社区服务" },
|
||||
{ "label": "标普评级", "value": "A(稳定)" },
|
||||
{ "label": "穆迪评级", "value": "A1(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "ctf",
|
||||
"displayName": "周大福人寿",
|
||||
"companyIntro": "前身为富通保险,2019年被新创建集团收购,2024年正式更名为周大福人寿,依托周大福集团多元产业生态圈。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "前身富通保险,2019年被新创建集团收购,2024年更名为周大福人寿" },
|
||||
{ "label": "集团实力", "value": "紧扣周大福集团在零售、地产、医疗等多元产业生态圈" },
|
||||
{ "label": "业务定位", "value": "中高端家庭长期财富增值、代际传承与医疗增值服务" },
|
||||
{ "label": "惠誉评级", "value": "A-(强劲)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "fubon",
|
||||
"displayName": "富邦人寿",
|
||||
"companyIntro": "依托台湾富邦金融控股体系,于2016年在香港设立子公司,主打高性价比多元货币储蓄与现金提取方案。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "母公司为台湾富邦金融控股,香港子公司于2016年设立" },
|
||||
{ "label": "集团实力", "value": "依托富邦金控在银行、产险、证券等领域的协同优势" },
|
||||
{ "label": "业务定位", "value": "多元货币储蓄险、灵活现金提取与兼具保障的理财方案" },
|
||||
{ "label": "穆迪评级", "value": "A2(稳定,港寿险)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "fwd",
|
||||
"displayName": "富卫",
|
||||
"companyIntro": "由盈科拓展集团于2013年创立,是亚洲成长最快的保险集团之一,聚焦数字化与多币种财富管理体验。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "2013年由盈科拓展集团收购ING港澳泰业务后创立" },
|
||||
{ "label": "集团实力", "value": "业务覆盖香港、澳门、泰国、印尼、菲律宾、马来西亚、越南、日本等市场" },
|
||||
{ "label": "业务定位", "value": "数字化投保体验、多币种财富管理及高端医疗计划" },
|
||||
{ "label": "惠誉评级", "value": "A(强劲,富卫人寿保险(百慕大))" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "generali",
|
||||
"displayName": "忠意保险",
|
||||
"companyIntro": "1831年成立于意大利,是全球历史最悠久的保险与资管集团之一,拥有近200年专业底蕴。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1831年成立于意大利" },
|
||||
{ "label": "集团实力", "value": "业务横跨全球50多个国家,长期位列世界500强" },
|
||||
{ "label": "业务定位", "value": "精品化人寿、健康、财产保障与家族办公室式财富承托方案" },
|
||||
{ "label": "A.M. Best评级", "value": "A(优秀)" },
|
||||
{ "label": "惠誉评级", "value": "A+(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "great-eastern",
|
||||
"displayName": "大东方人寿",
|
||||
"companyIntro": "1908年创立,是新加坡及马来西亚历史最悠久、规模最大的上市人寿保险集团之一,由OCBC控股。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1908年创立" },
|
||||
{ "label": "集团实力", "value": "新加坡华侨银行(OCBC)控股,是东南亚保险业标杆" },
|
||||
{ "label": "业务定位", "value": "高端美元寿险、财富传承、IUL及中长期高额储蓄方案" },
|
||||
{ "label": "标普评级", "value": "AA-(极强)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "hsbc-life",
|
||||
"displayName": "汇丰人寿",
|
||||
"companyIntro": "隶属于汇丰集团,深度嵌入全球银行网络,聚焦中高净值客户的财富增值、全货币管理和退休规划。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "隶属于全球大型银行及金融服务机构汇丰集团" },
|
||||
{ "label": "集团实力", "value": "在香港及亚太核心枢纽拥有较高市场份额,深度嵌入汇丰全球银行网络" },
|
||||
{ "label": "业务定位", "value": "中高净值客户财富增值、全货币管理和退休规划" },
|
||||
{ "label": "标普评级", "value": "A+(强劲)" },
|
||||
{ "label": "穆迪评级", "value": "A1(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "manulife",
|
||||
"displayName": "宏利",
|
||||
"companyIntro": "1887年创立于加拿大,1897年签发首张亚洲保单,是港澳地区寿险及强积金市场的重要经营者。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1887年创立于加拿大,1897年发行首张亚洲保单" },
|
||||
{ "label": "集团实力", "value": "宏利香港为宏利金融全资附属公司,是港澳强积金及寿险市场领头羊之一" },
|
||||
{ "label": "业务定位", "value": "长期家庭储蓄、健康保障与退休规划,分红实现率披露透明" },
|
||||
{ "label": "标普评级", "value": "AA-(极强)" },
|
||||
{ "label": "穆迪评级", "value": "A1(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "pru",
|
||||
"displayName": "保诚",
|
||||
"companyIntro": "1848年创立于伦敦,现聚焦亚洲及非洲高成长市场,在香港与新加坡寿险市场长期保持强势地位。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1848年创立于英国伦敦,1964年拓展香港业务" },
|
||||
{ "label": "集团实力", "value": "香港寿险市场长期位列前两强,保诚新加坡在当地占有重要地位" },
|
||||
{ "label": "业务定位", "value": "多元资产配置分红储蓄险及指数传承产品" },
|
||||
{ "label": "标普评级", "value": "A+(强劲)" },
|
||||
{ "label": "穆迪评级", "value": "A1(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "sunlife",
|
||||
"displayName": "永明",
|
||||
"companyIntro": "1865年成立于加拿大,1892年进入亚洲市场,是全球领先金融服务集团之一,投资风格偏稳健多元。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1865年成立于加拿大,1892年进入亚洲市场" },
|
||||
{ "label": "集团实力", "value": "全球领先金融服务集团,总资产规模庞大,北美及亚洲业务版图强劲" },
|
||||
{ "label": "业务定位", "value": "储蓄计划、IUL及强积金管理,擅长固定收益和环球多元资产配置" },
|
||||
{ "label": "标普评级", "value": "AA-(极强)" },
|
||||
{ "label": "穆迪评级", "value": "Aa3(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "tplife",
|
||||
"displayName": "太平人寿",
|
||||
"companyIntro": "隶属于中国太平保险集团,在香港重点承接大湾区养老及跨境康养服务,是集团融入湾区建设的重要平台。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "隶属于中国太平保险集团,通常特指太平人寿(香港)" },
|
||||
{ "label": "集团实力", "value": "中国太平立足香港、融入粤港澳大湾区建设的重要旗舰子公司" },
|
||||
{ "label": "业务定位", "value": "港人湾区养老、养颐积分计划及跨境康养社区服务" },
|
||||
{ "label": "惠誉评级", "value": "A(强劲)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "transamerica",
|
||||
"displayName": "全美人寿",
|
||||
"companyIntro": "拥有超过百年历史,现隶属于荷兰全球人寿(Aegon),是全球高净值人寿保险市场的重要参与者。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "源自1904年,总部位于美国,现隶属于Aegon" },
|
||||
{ "label": "集团实力", "value": "全球高净值人寿保险市场的重要开拓者与参与者" },
|
||||
{ "label": "业务定位", "value": "离岸信托、大额寿险及结构化IUL财富传承方案" },
|
||||
{ "label": "标普评级", "value": "A+(强劲)" },
|
||||
{ "label": "穆迪评级", "value": "A1(稳定)" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "wll",
|
||||
"displayName": "立桥人寿",
|
||||
"companyIntro": "香港本土新兴寿险品牌,隶属于立桥金融集团,主打高性价比、简明易懂的储蓄与基础保障方案。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "香港本土新兴人寿保险品牌,隶属于立桥金融集团" },
|
||||
{ "label": "集团实力", "value": "集团业务覆盖银行、证券、产险及寿险" },
|
||||
{ "label": "业务定位", "value": "短中期本金安全型储蓄保及基础终身保障" },
|
||||
{ "label": "发展策略", "value": "以具有竞争力的保证回报和金融科技体验切入香港财富管理市场" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "yflife",
|
||||
"displayName": "万通保险",
|
||||
"companyIntro": "前身为美国万通保险亚洲有限公司,2018年完成联合收购重组,2019年正式更名为万通保险国际有限公司,转型为具备科技基因的国际化寿险公司。",
|
||||
"facts": [
|
||||
{ "label": "成立背景", "value": "前身为美国万通保险亚洲有限公司,母公司美国万通拥有超过170年互惠保险历史" },
|
||||
{ "label": "重大重组", "value": "2018年云锋金融携手多家机构完成对美国万通亚洲的联合收购" },
|
||||
{ "label": "正式更名", "value": "2019年正式更名为万通保险国际有限公司" },
|
||||
{ "label": "股东背书", "value": "主要股东包括云锋金融及间接持股、提供精算与资管支持的美国万通" }
|
||||
]
|
||||
},
|
||||
{
|
||||
"companyId": "zurich",
|
||||
"displayName": "苏黎世",
|
||||
"companyIntro": "1872年创建于瑞士,是全球知名跨国保险集团,业务遍及全球200多个国家和地区。",
|
||||
"facts": [
|
||||
{ "label": "成立/上市背景", "value": "1872年创建于瑞士苏黎世" },
|
||||
{ "label": "集团实力", "value": "管理资产规模约2,300亿美元,业务遍及全球200多个国家和地区" },
|
||||
{ "label": "业务定位", "value": "投连险、企业风险管理、高端医疗及长期财富积累方案" },
|
||||
{ "label": "标普评级", "value": "AA(稳定)" }
|
||||
]
|
||||
}
|
||||
]
|
||||
}
|
||||
6842
baodanppt/data/company-knowledge-index.json
Normal file
291
baodanppt/data/products/aia-caifuyinghuo.json
Normal file
@ -0,0 +1,291 @@
|
||||
{
|
||||
"product_id": "aia-caifuyinghuo",
|
||||
"product_name": "「财富盈活」储蓄保险计划",
|
||||
"product_code": "CFYH",
|
||||
"company": "aia",
|
||||
"plan_type": "savings",
|
||||
"currency": "USD",
|
||||
"extracted_at": "2026-07-07T00:00:00Z",
|
||||
"samples": [
|
||||
{
|
||||
"source_pdf": "友邦——财富盈活储蓄保险计划.pdf",
|
||||
"insured_age": 1,
|
||||
"insured_gender": "男",
|
||||
"annual_premium": 100000.08,
|
||||
"sum_insured": 100000.0,
|
||||
"payment_years": 5,
|
||||
"coverage_period": "终身",
|
||||
"benefit_illustration_rows": 18,
|
||||
"data": {
|
||||
"summary": {
|
||||
"insured_name": "性别:男",
|
||||
"insured_age": 1,
|
||||
"insured_gender": "男",
|
||||
"smoker": null,
|
||||
"product_name": "「财富盈活」储蓄保险计划",
|
||||
"product_code": "CFYH",
|
||||
"currency": "USD",
|
||||
"annual_premium": 100000.08,
|
||||
"annual_premium_with_levy": 100012.93,
|
||||
"payment_years": 5,
|
||||
"coverage_period": "终身",
|
||||
"premium_total": 500000.4,
|
||||
"sum_insured": 100000.0,
|
||||
"basic_amount": null,
|
||||
"coverage_items": [
|
||||
{
|
||||
"name": "首12个月意外身故赔偿",
|
||||
"amount": 400000.0,
|
||||
"period": null
|
||||
},
|
||||
{
|
||||
"name": "保单货币",
|
||||
"amount": 100000.0,
|
||||
"period": "终身"
|
||||
},
|
||||
{
|
||||
"name": "投保时保额",
|
||||
"amount": 100000.0,
|
||||
"period": "终身"
|
||||
}
|
||||
],
|
||||
"key_clauses": [
|
||||
"保证现金价值",
|
||||
"复归红利",
|
||||
"终期分红",
|
||||
"身故赔偿",
|
||||
"退保发还金额",
|
||||
"保费征费"
|
||||
]
|
||||
},
|
||||
"benefit_illustration": [
|
||||
{
|
||||
"policy_year": 1,
|
||||
"total_premium_paid": 100000.0,
|
||||
"guaranteed_cash_value": 103.0,
|
||||
"reversionary_bonus": 0.0,
|
||||
"total_surrender_value": 103.0,
|
||||
"guaranteed_death_benefit": 100000.0,
|
||||
"non_guaranteed_death_benefit": 0.0,
|
||||
"death_benefit": 100000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 2,
|
||||
"total_premium_paid": 200000.0,
|
||||
"guaranteed_cash_value": 103.0,
|
||||
"reversionary_bonus": 0.0,
|
||||
"total_surrender_value": 103.0,
|
||||
"guaranteed_death_benefit": 200000.0,
|
||||
"non_guaranteed_death_benefit": 0.0,
|
||||
"death_benefit": 200000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 3,
|
||||
"total_premium_paid": 300000.0,
|
||||
"guaranteed_cash_value": 26722.0,
|
||||
"reversionary_bonus": 24294.0,
|
||||
"total_surrender_value": 51015.0,
|
||||
"guaranteed_death_benefit": 300000.0,
|
||||
"non_guaranteed_death_benefit": 24294.0,
|
||||
"death_benefit": 300000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 4,
|
||||
"total_premium_paid": 400000.0,
|
||||
"guaranteed_cash_value": 75026.0,
|
||||
"reversionary_bonus": 52043.0,
|
||||
"total_surrender_value": 127069.0,
|
||||
"guaranteed_death_benefit": 400000.0,
|
||||
"non_guaranteed_death_benefit": 52043.0,
|
||||
"death_benefit": 400000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 5,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 141830.0,
|
||||
"reversionary_bonus": 94028.0,
|
||||
"total_surrender_value": 235858.0,
|
||||
"guaranteed_death_benefit": 500000.0,
|
||||
"non_guaranteed_death_benefit": 94028.0,
|
||||
"death_benefit": 500000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 10,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 315519.0,
|
||||
"reversionary_bonus": 346176.0,
|
||||
"total_surrender_value": 661695.0,
|
||||
"guaranteed_death_benefit": 500000.0,
|
||||
"non_guaranteed_death_benefit": 346176.0,
|
||||
"death_benefit": 661695.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 15,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 365879.0,
|
||||
"reversionary_bonus": 567701.0,
|
||||
"total_surrender_value": 933580.0,
|
||||
"guaranteed_death_benefit": 500000.0,
|
||||
"non_guaranteed_death_benefit": 567701.0,
|
||||
"death_benefit": 933580.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 20,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 507709.0,
|
||||
"reversionary_bonus": 883665.0,
|
||||
"total_surrender_value": 1391374.0,
|
||||
"guaranteed_death_benefit": 507709.0,
|
||||
"non_guaranteed_death_benefit": 883665.0,
|
||||
"death_benefit": 1391374.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 25,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 512847.0,
|
||||
"reversionary_bonus": 1550416.0,
|
||||
"total_surrender_value": 2063264.0,
|
||||
"guaranteed_death_benefit": 512847.0,
|
||||
"non_guaranteed_death_benefit": 1550416.0,
|
||||
"death_benefit": 2063264.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 30,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 517986.0,
|
||||
"reversionary_bonus": 2409400.0,
|
||||
"total_surrender_value": 2927387.0,
|
||||
"guaranteed_death_benefit": 517986.0,
|
||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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|
||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
544
baodanppt/data/products/aia-huanyuyinghuo.json
Normal file
@ -0,0 +1,544 @@
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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|
||||
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||||
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||||
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|
||||
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||||
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|
||||
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||||
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||||
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|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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|
||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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|
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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|
||||
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|
||||
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||||
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||||
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|
||||
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||||
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||||
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||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"退保发还金额",
|
||||
"保费征费"
|
||||
]
|
||||
},
|
||||
"benefit_illustration": [
|
||||
{
|
||||
"policy_year": 1,
|
||||
"total_premium_paid": 100000.0,
|
||||
"guaranteed_cash_value": 103.0,
|
||||
"reversionary_bonus": 0.0,
|
||||
"total_surrender_value": 103.0,
|
||||
"guaranteed_death_benefit": 105000.0,
|
||||
"non_guaranteed_death_benefit": 0.0,
|
||||
"death_benefit": 105000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 2,
|
||||
"total_premium_paid": 200000.0,
|
||||
"guaranteed_cash_value": 103.0,
|
||||
"reversionary_bonus": 0.0,
|
||||
"total_surrender_value": 103.0,
|
||||
"guaranteed_death_benefit": 210000.0,
|
||||
"non_guaranteed_death_benefit": 0.0,
|
||||
"death_benefit": 210000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 3,
|
||||
"total_premium_paid": 300000.0,
|
||||
"guaranteed_cash_value": 26722.0,
|
||||
"reversionary_bonus": 23866.0,
|
||||
"total_surrender_value": 50587.0,
|
||||
"guaranteed_death_benefit": 315000.0,
|
||||
"non_guaranteed_death_benefit": 23866.0,
|
||||
"death_benefit": 315000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 4,
|
||||
"total_premium_paid": 400000.0,
|
||||
"guaranteed_cash_value": 75026.0,
|
||||
"reversionary_bonus": 51243.0,
|
||||
"total_surrender_value": 126269.0,
|
||||
"guaranteed_death_benefit": 420000.0,
|
||||
"non_guaranteed_death_benefit": 51243.0,
|
||||
"death_benefit": 420000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 5,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 141830.0,
|
||||
"reversionary_bonus": 93803.0,
|
||||
"total_surrender_value": 235632.0,
|
||||
"guaranteed_death_benefit": 525000.0,
|
||||
"non_guaranteed_death_benefit": 93803.0,
|
||||
"death_benefit": 525000.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 10,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 315519.0,
|
||||
"reversionary_bonus": 344246.0,
|
||||
"total_surrender_value": 659765.0,
|
||||
"guaranteed_death_benefit": 525000.0,
|
||||
"non_guaranteed_death_benefit": 344246.0,
|
||||
"death_benefit": 659765.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 15,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 365879.0,
|
||||
"reversionary_bonus": 567402.0,
|
||||
"total_surrender_value": 933280.0,
|
||||
"guaranteed_death_benefit": 525000.0,
|
||||
"non_guaranteed_death_benefit": 567402.0,
|
||||
"death_benefit": 933280.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 20,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 507709.0,
|
||||
"reversionary_bonus": 850029.0,
|
||||
"total_surrender_value": 1357738.0,
|
||||
"guaranteed_death_benefit": 525000.0,
|
||||
"non_guaranteed_death_benefit": 850029.0,
|
||||
"death_benefit": 1357738.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 25,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 512847.0,
|
||||
"reversionary_bonus": 1549602.0,
|
||||
"total_surrender_value": 2062449.0,
|
||||
"guaranteed_death_benefit": 525000.0,
|
||||
"non_guaranteed_death_benefit": 1549602.0,
|
||||
"death_benefit": 2062449.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 30,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 517986.0,
|
||||
"reversionary_bonus": 2409401.0,
|
||||
"total_surrender_value": 2927387.0,
|
||||
"guaranteed_death_benefit": 525000.0,
|
||||
"non_guaranteed_death_benefit": 2409401.0,
|
||||
"death_benefit": 2927387.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 65,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 584790.0,
|
||||
"reversionary_bonus": 24324817.0,
|
||||
"total_surrender_value": 24909607.0,
|
||||
"guaranteed_death_benefit": 584790.0,
|
||||
"non_guaranteed_death_benefit": 24324817.0,
|
||||
"death_benefit": 24909607.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 70,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 595684.0,
|
||||
"reversionary_bonus": 33532637.0,
|
||||
"total_surrender_value": 34128321.0,
|
||||
"guaranteed_death_benefit": 595684.0,
|
||||
"non_guaranteed_death_benefit": 33532637.0,
|
||||
"death_benefit": 34128321.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 75,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 608428.0,
|
||||
"reversionary_bonus": 46150329.0,
|
||||
"total_surrender_value": 46758758.0,
|
||||
"guaranteed_death_benefit": 608428.0,
|
||||
"non_guaranteed_death_benefit": 46150329.0,
|
||||
"death_benefit": 46758758.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 80,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 620761.0,
|
||||
"reversionary_bonus": 63442790.0,
|
||||
"total_surrender_value": 64063551.0,
|
||||
"guaranteed_death_benefit": 620761.0,
|
||||
"non_guaranteed_death_benefit": 63442790.0,
|
||||
"death_benefit": 64063551.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 85,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 635150.0,
|
||||
"reversionary_bonus": 87137468.0,
|
||||
"total_surrender_value": 87772617.0,
|
||||
"guaranteed_death_benefit": 635150.0,
|
||||
"non_guaranteed_death_benefit": 87137468.0,
|
||||
"death_benefit": 87772617.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 90,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 648510.0,
|
||||
"reversionary_bonus": 119607581.0,
|
||||
"total_surrender_value": 120256092.0,
|
||||
"guaranteed_death_benefit": 648510.0,
|
||||
"non_guaranteed_death_benefit": 119607581.0,
|
||||
"death_benefit": 120256092.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 95,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 665982.0,
|
||||
"reversionary_bonus": 164095285.0,
|
||||
"total_surrender_value": 164761267.0,
|
||||
"guaranteed_death_benefit": 665982.0,
|
||||
"non_guaranteed_death_benefit": 164095285.0,
|
||||
"death_benefit": 164761267.0,
|
||||
"source_page": 1
|
||||
},
|
||||
{
|
||||
"policy_year": 100,
|
||||
"total_premium_paid": 500000.0,
|
||||
"guaranteed_cash_value": 680371.0,
|
||||
"reversionary_bonus": 225056844.0,
|
||||
"total_surrender_value": 225737215.0,
|
||||
"guaranteed_death_benefit": 680371.0,
|
||||
"non_guaranteed_death_benefit": 225056844.0,
|
||||
"death_benefit": 225737215.0,
|
||||
"source_page": 1
|
||||
}
|
||||
]
|
||||
}
|
||||
}
|
||||
],
|
||||
"canonical_sample": "友邦——環宇盈活儲蓄保險計劃(1).pdf",
|
||||
"coverage_items": [
|
||||
{
|
||||
"name": "首12个月意外身故赔偿",
|
||||
"amount": 100000.0,
|
||||
"period": null
|
||||
},
|
||||
{
|
||||
"name": "保单货币",
|
||||
"amount": 105000.0,
|
||||
"period": "终身"
|
||||
},
|
||||
{
|
||||
"name": "投保时保额",
|
||||
"amount": 105000.0,
|
||||
"period": "终身"
|
||||
}
|
||||
],
|
||||
"key_clauses": [
|
||||
"保证现金价值",
|
||||
"复归红利",
|
||||
"终期分红",
|
||||
"身故赔偿",
|
||||
"退保发还金额",
|
||||
"保费征费"
|
||||
],
|
||||
"fitz_version": "pymupdf-1.24"
|
||||
}
|
||||
2905
baodanppt/data/products/ctf-shoujiabei198.json
Normal file
71
baodanppt/data/template-asset-index.json
Normal file
@ -0,0 +1,71 @@
|
||||
{
|
||||
"version": 1,
|
||||
"generatedAt": "2026-06-14T16:05:19.539316+00:00",
|
||||
"assets": [
|
||||
{
|
||||
"id": "broker",
|
||||
"sourceRoot": "/Users/soldier/Downloads",
|
||||
"relativePath": "财富保障方案——券商风 .pptx",
|
||||
"fileName": "财富保障方案——券商风 .pptx",
|
||||
"sha256": "641b236286205e75e3f49fa6df9c4fa81978669a1675e2589cde42a9dbd04d2e",
|
||||
"sizeBytes": 1454044,
|
||||
"modifiedAt": "2026-06-01T02:10:45+00:00",
|
||||
"slideCount": 25,
|
||||
"mediaCount": 170,
|
||||
"status": "indexed",
|
||||
"mutationMode": "artifact-tool-exact-clone-edit"
|
||||
},
|
||||
{
|
||||
"id": "business",
|
||||
"sourceRoot": "/Users/soldier/Downloads",
|
||||
"relativePath": "财富保障方案——商务风 .pptx",
|
||||
"fileName": "财富保障方案——商务风 .pptx",
|
||||
"sha256": "a956c2ca0c98e75a18e4ebdbc7716a3c8557fbe1b8da71c00fd536fcb9030488",
|
||||
"sizeBytes": 3433594,
|
||||
"modifiedAt": "2026-06-01T02:06:35+00:00",
|
||||
"slideCount": 9,
|
||||
"mediaCount": 37,
|
||||
"status": "indexed",
|
||||
"mutationMode": "artifact-tool-exact-clone-edit"
|
||||
},
|
||||
{
|
||||
"id": "minimal",
|
||||
"sourceRoot": "/Users/soldier/Downloads",
|
||||
"relativePath": "财富保障方案——简洁风 .pptx",
|
||||
"fileName": "财富保障方案——简洁风 .pptx",
|
||||
"sha256": "333fc0f3863b151fd8660d27fb4448bc5724b9c5a51364dc6aea4fc4777af7c0",
|
||||
"sizeBytes": 15799678,
|
||||
"modifiedAt": "2026-06-01T02:07:34+00:00",
|
||||
"slideCount": 38,
|
||||
"mediaCount": 57,
|
||||
"status": "indexed",
|
||||
"mutationMode": "artifact-tool-exact-clone-edit"
|
||||
},
|
||||
{
|
||||
"id": "chinese",
|
||||
"sourceRoot": "/Users/soldier/Downloads",
|
||||
"relativePath": "财富保障方案——中国风 .pptx",
|
||||
"fileName": "财富保障方案——中国风 .pptx",
|
||||
"sha256": "77b3bb58b4c238e285b45f4a9dc2c90ffbd56318055b200a6c6da2d4f605d888",
|
||||
"sizeBytes": 15888805,
|
||||
"modifiedAt": "2026-06-01T02:05:50+00:00",
|
||||
"slideCount": 27,
|
||||
"mediaCount": 39,
|
||||
"status": "indexed",
|
||||
"mutationMode": "artifact-tool-exact-clone-edit"
|
||||
},
|
||||
{
|
||||
"id": "ink",
|
||||
"sourceRoot": "/Users/soldier/Downloads",
|
||||
"relativePath": "财富保障方案——水墨风 .pptx",
|
||||
"fileName": "财富保障方案——水墨风 .pptx",
|
||||
"sha256": "9812333e4868a0e3ea8dfe39236a564009d60bed3ed3821ba873b430559766b0",
|
||||
"sizeBytes": 12211794,
|
||||
"modifiedAt": "2026-06-01T02:04:34+00:00",
|
||||
"slideCount": 31,
|
||||
"mediaCount": 50,
|
||||
"status": "indexed",
|
||||
"mutationMode": "artifact-tool-exact-clone-edit"
|
||||
}
|
||||
]
|
||||
}
|
||||
63
baodanppt/package.json
Normal file
@ -0,0 +1,63 @@
|
||||
{
|
||||
"name": "insurance-ppt",
|
||||
"version": "0.1.0",
|
||||
"private": true,
|
||||
"type": "module",
|
||||
"description": "保险计划书 → PPT 生成器 - PDF to PPT generator for Hong Kong insurance proposals",
|
||||
"bin": {
|
||||
"ppg": "./src/cli.ts"
|
||||
},
|
||||
"scripts": {
|
||||
"ppg": "bun run src/cli.ts",
|
||||
"extract": "bun run src/cli.ts extract",
|
||||
"generate": "bun run src/cli.ts generate",
|
||||
"eval:cases": "bun run scripts/evaluate_cases.ts",
|
||||
"render:marp": "bun run scripts/md_to_marp_ppt.ts",
|
||||
"server": "bun run src/api/server.ts",
|
||||
"dev": "bun run --watch src/api/server.ts",
|
||||
"pipeline": "bun run scripts/run_pipeline.ts",
|
||||
"test:template-clone": "bun run scripts/test_chinese_template_clone.ts",
|
||||
"test:template-clone-broker": "bun run scripts/test_broker_template_clone.ts",
|
||||
"test:template-clone-business": "bun run scripts/test_business_template_clone.ts",
|
||||
"test:template-clone-business-no-withdraw": "bun run scripts/test_business_template_clone_no_withdraw.ts",
|
||||
"test:template-clone-ci": "bun run scripts/test_ci_template_clone.ts",
|
||||
"test:template-clone-iul": "bun run scripts/test_iul_template_clone.ts",
|
||||
"test:template-clone-savings-ci": "bun run scripts/test_savings_ci_bundle_clone.ts",
|
||||
"test:template-clone-savings-iul": "bun run scripts/test_savings_iul_bundle_renderer.ts",
|
||||
"test:template-clone-savings-ci-iul": "bun run scripts/test_savings_ci_iul_bundle_clone.ts",
|
||||
"test:template-clone-minimal": "bun run scripts/test_minimal_template_clone.ts",
|
||||
"test:template-clone-ink": "bun run scripts/test_ink_template_clone.ts",
|
||||
"test:template-registry": "bun run scripts/test_template_clone_registry.ts",
|
||||
"test:template-clone-config": "bun run scripts/test_template_clone_config.ts",
|
||||
"test:clone-status": "bun run scripts/test_clone_status_core.ts",
|
||||
"test:template-requirements": "bun run scripts/test_template_requirements.ts",
|
||||
"test:product-bundles": "bun run scripts/test_product_bundle_core.ts",
|
||||
"test:bundle-gate": "bun run scripts/test_bundle_gate.ts",
|
||||
"test:export-readiness": "bun run scripts/test_export_readiness.ts",
|
||||
"test:company-evidence-guard": "bun run scripts/test_company_evidence_guard.ts",
|
||||
"test:company-index-quality": "bun run scripts/test_company_index_quality.ts",
|
||||
"test:company-product-match": "bun run scripts/test_company_product_match.ts",
|
||||
"test:company-selection-required": "bun run scripts/test_company_selection_required.ts",
|
||||
"test:download-auth": "bun run scripts/test_download_auth.ts",
|
||||
"test:multi-user-api-isolation": "bun run scripts/test_multi_user_api_isolation.ts",
|
||||
"test:generation-queue-cache": "bun run scripts/test_generation_queue_cache.ts",
|
||||
"demo:savings-formal": "bun run scripts/run_formal_savings_demo.ts",
|
||||
"index:company-kb": "python3.11 scripts/build_company_knowledge_index.py",
|
||||
"index:company-kb:ocr": "python3.11 scripts/build_company_knowledge_index.py --ocr-empty --ocr-max-pages 2",
|
||||
"index:templates": "python3 scripts/build_template_asset_index.py",
|
||||
"render:template-clone": "node scripts/render_template_clone.mjs",
|
||||
"audit:id-space:business": "bun run scripts/audit_clone_id_spaces.ts --template business --max-slides 6",
|
||||
"audit:id-space:minimal": "bun run scripts/audit_clone_id_spaces.ts --template minimal --max-slides 6",
|
||||
"audit:id-space:ink": "bun run scripts/audit_clone_id_spaces.ts --template ink --max-slides 6"
|
||||
},
|
||||
"dependencies": {
|
||||
"@google/generative-ai": "^0.21.0",
|
||||
"hono": "^4.12.23",
|
||||
"pptxgenjs": "^4.0.1",
|
||||
"zod": "^4.3.6"
|
||||
},
|
||||
"devDependencies": {
|
||||
"@types/bun": "^1.3.11",
|
||||
"typescript": "^6.0.2"
|
||||
}
|
||||
}
|
||||
BIN
baodanppt/public/assets/library/companies/aia/adviser-01.jpg
Normal file
|
After Width: | Height: | Size: 394 KiB |
BIN
baodanppt/public/assets/library/companies/aia/adviser-02.jpg
Normal file
|
After Width: | Height: | Size: 394 KiB |
BIN
baodanppt/public/assets/library/companies/aia/brand-01.jpg
Normal file
|
After Width: | Height: | Size: 184 KiB |
BIN
baodanppt/public/assets/library/companies/aia/brand-02.jpg
Normal file
|
After Width: | Height: | Size: 411 KiB |
|
After Width: | Height: | Size: 2.2 KiB |
|
After Width: | Height: | Size: 1.3 KiB |
|
After Width: | Height: | Size: 239 KiB |
|
After Width: | Height: | Size: 1.9 MiB |
9
baodanppt/public/assets/library/companies/aia/index.txt
Normal file
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# AIA 友邦保险 素材库
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adviser-01.jpg - 顾问服务 / 高净值咨询场景
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adviser-02.jpg - 顾问服务备用图
|
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brand-01.jpg - 公司品牌感主图
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brand-02.jpg - 公司品牌感辅图
|
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company-hero-01.jpg - 公司介绍页大横图
|
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logo.png - 公司 logo 占位图(白底/彩色)
|
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office-01.jpg - 金融办公 / 会议室场景
|
||||
BIN
baodanppt/public/assets/library/companies/aia/logo.png
Normal file
|
After Width: | Height: | Size: 17 KiB |
BIN
baodanppt/public/assets/library/companies/aia/office-01.jpg
Normal file
|
After Width: | Height: | Size: 213 KiB |
|
After Width: | Height: | Size: 38 KiB |
|
After Width: | Height: | Size: 1.7 MiB |
BIN
baodanppt/public/assets/library/companies/axa/logo.png
Normal file
|
After Width: | Height: | Size: 86 KiB |
|
After Width: | Height: | Size: 1.9 MiB |
BIN
baodanppt/public/assets/library/companies/boclife/logo.png
Normal file
|
After Width: | Height: | Size: 20 KiB |
|
After Width: | Height: | Size: 42 KiB |
|
After Width: | Height: | Size: 2.1 MiB |
BIN
baodanppt/public/assets/library/companies/china-taiping/logo.png
Normal file
|
After Width: | Height: | Size: 124 KiB |
|
After Width: | Height: | Size: 41 KiB |
|
After Width: | Height: | Size: 1.8 MiB |
BIN
baodanppt/public/assets/library/companies/chinalife/logo.png
Normal file
|
After Width: | Height: | Size: 8.5 KiB |
|
After Width: | Height: | Size: 35 KiB |
|
After Width: | Height: | Size: 2.0 MiB |
BIN
baodanppt/public/assets/library/companies/cpic/logo.png
Normal file
|
After Width: | Height: | Size: 108 KiB |
BIN
baodanppt/public/assets/library/companies/ctf/adviser-01.jpg
Normal file
|
After Width: | Height: | Size: 255 KiB |
BIN
baodanppt/public/assets/library/companies/ctf/adviser-02.jpg
Normal file
|
After Width: | Height: | Size: 255 KiB |
BIN
baodanppt/public/assets/library/companies/ctf/brand-01.jpg
Normal file
|
After Width: | Height: | Size: 396 KiB |
BIN
baodanppt/public/assets/library/companies/ctf/brand-02.jpg
Normal file
|
After Width: | Height: | Size: 590 KiB |
|
After Width: | Height: | Size: 263 KiB |
|
After Width: | Height: | Size: 1.8 MiB |
9
baodanppt/public/assets/library/companies/ctf/index.txt
Normal file
@ -0,0 +1,9 @@
|
||||
# CTF 周大福人寿 素材库
|
||||
|
||||
adviser-01.jpg - 顾问服务 / 高净值咨询场景
|
||||
adviser-02.jpg - 顾问服务备用图
|
||||
brand-01.jpg - 公司品牌感主图
|
||||
brand-02.jpg - 公司品牌感辅图
|
||||
company-hero-01.jpg - 公司介绍页大横图
|
||||
logo.png - 公司 logo 占位图(白底/彩色)
|
||||
office-01.jpg - 金融办公 / 会议室场景
|
||||
BIN
baodanppt/public/assets/library/companies/ctf/logo.png
Normal file
|
After Width: | Height: | Size: 60 KiB |
BIN
baodanppt/public/assets/library/companies/ctf/office-01.jpg
Normal file
|
After Width: | Height: | Size: 416 KiB |
BIN
baodanppt/public/assets/library/companies/fwd/adviser-01.jpg
Normal file
|
After Width: | Height: | Size: 187 KiB |
BIN
baodanppt/public/assets/library/companies/fwd/adviser-02.jpg
Normal file
|
After Width: | Height: | Size: 214 KiB |
BIN
baodanppt/public/assets/library/companies/fwd/brand-01.jpg
Normal file
|
After Width: | Height: | Size: 314 KiB |
BIN
baodanppt/public/assets/library/companies/fwd/brand-02.jpg
Normal file
|
After Width: | Height: | Size: 230 KiB |
|
After Width: | Height: | Size: 271 KiB |
|
After Width: | Height: | Size: 1.6 MiB |
9
baodanppt/public/assets/library/companies/fwd/index.txt
Normal file
@ -0,0 +1,9 @@
|
||||
# FWD 富卫保险 素材库
|
||||
|
||||
adviser-01.jpg - 顾问服务 / 高净值咨询场景
|
||||
adviser-02.jpg - 顾问服务备用图
|
||||
brand-01.jpg - 公司品牌感主图
|
||||
brand-02.jpg - 公司品牌感辅图
|
||||
company-hero-01.jpg - 公司介绍页大横图
|
||||
logo.png - 公司 logo 占位图(白底/彩色)
|
||||
office-01.jpg - 金融办公 / 会议室场景
|
||||
BIN
baodanppt/public/assets/library/companies/fwd/logo.png
Normal file
|
After Width: | Height: | Size: 15 KiB |
BIN
baodanppt/public/assets/library/companies/fwd/office-01.jpg
Normal file
|
After Width: | Height: | Size: 282 KiB |
|
After Width: | Height: | Size: 39 KiB |
|
After Width: | Height: | Size: 1.9 MiB |
BIN
baodanppt/public/assets/library/companies/generali/logo.png
Normal file
|
After Width: | Height: | Size: 52 KiB |
|
After Width: | Height: | Size: 1.8 MiB |