# insurance_ppt_companies

id: ctf
display_name: 周大福人寿
aliases_json: ["CTF", "周大福"]
tenant_id: ctf
knowledge_directories_json: ["CTF-周大福人寿"]
evidence_ranking_json: ["简介", "一图", "fact", "年报", "财务", "实力", "概览"]
company_intro: 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。
created_at: 2026-07-23 07:07:17
updated_at: 2026-07-23 07:07:17
company_highlights_json:
  [{"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"}]


id: manulife
display_name: 宏利
aliases_json: ["ManuLife", "Manulife", "宏利", "宏利金融", "ManulifeFinancial"]
tenant_id: default
knowledge_directories_json: ["ManuLife-宏利", "新加坡-宏利", "百慕大-宏利"]
evidence_ranking_json: ["简介", "簡介", "fact", "年报", "财务", "实力", "概览", "投资"]
company_intro: 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。
created_at: 2026-07-23 07:07:17
updated_at: 2026-07-23 07:07:17
company_highlights_json:
  [{"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"}]


# insurance_ppt_products

id: aia-genesis-iul
company_id: aia
plan_type: iul
display_name: Genesis IUL 指数型寿险计划
aliases_json: ["Genesis", "IUL", "指数型寿险", "万能寿险", "index universal life"]
manual_parse_status: none
created_at: 2026-07-23 07:07:17
updated_at: 2026-07-23 07:07:17
required_modules_json:
  ["cover", "company", "index-account-configuration", "guaranteed-floor-analysis", "legacy-leverage-analysis", "recommendation", "closing"]


id: aia-global-flexi-savings
company_id: aia
plan_type: savings
display_name: 环球盈活储蓄保险计划
aliases_json: ["环球盈活", "環球盈活", "环X盈活", "Global Flexi Savings"]
manual_parse_status: none
created_at: 2026-07-23 07:07:17
updated_at: 2026-07-23 07:07:17
required_modules_json:
  ["cover", "company", "scenario-by-insured-age", "growth-chart", "guaranteed-vs-non-guaranteed", "withdrawal-timeline", "withdrawal-table", "no-withdrawal-table", "closing"]


id: aia-guardian-ci
company_id: aia
plan_type: ci
display_name: 守护家危疾保障计划
aliases_json: ["守护家", "守x家", "守X家", "Guardian CI", "危疾保障计划"]
manual_parse_status: none
created_at: 2026-07-23 07:07:17
updated_at: 2026-07-23 07:07:17
required_modules_json:
  ["cover", "company", "critical-illness-coverage-summary", "multi-claim-analysis", "cash-value-analysis", "recommendation", "closing"]


id: ctf-artisan-legacy-2
company_id: ctf
plan_type: savings
display_name: 匠心传承储蓄计划2
manual_parse_status: none
created_at: 2026-07-23 07:07:17
updated_at: 2026-07-23 07:07:17
aliases_json:
  ["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)"]

required_modules_json:
  ["cover", "company", "scenario-by-insured-age", "growth-chart", "guaranteed-vs-non-guaranteed", "withdrawal-timeline", "withdrawal-table", "no-withdrawal-table", "closing"]


# insurance_ppt_templates

id: savings-broker
plan_type: savings
style_preset: broker
source_template_asset_id: broker
clone_renderer: savings-broker-v1
created_at: 2026-07-23 07:07:17
required_page_types_json:
  ["cover", "company", "narrative", "chart", "timeline", "timeline", "table", "table", "conclusion", "conclusion"]


id: savings-chinese
plan_type: savings
style_preset: chinese
source_template_asset_id: chinese
clone_renderer: savings-chinese-v1
created_at: 2026-07-23 07:07:17
required_page_types_json:
  ["cover", "company", "narrative", "chart", "chart", "timeline", "timeline", "table", "table", "conclusion"]


# insurance_ppt_bundles

id: ci-single
display_name: 单一重疾险定制方案
products_json: ["ci"]
template_family: ci
status: active
created_at: 2026-07-23 07:07:17
modules_json:
  ["company-profile", "critical-illness-coverage-summary", "multi-claim-analysis", "cash-value-analysis", "recommendation"]


id: iul-single
display_name: 单一IUL定制方案
products_json: ["iul"]
template_family: iul
status: active
created_at: 2026-07-23 07:07:17
modules_json:
  ["company-profile", "index-account-configuration", "guaranteed-floor-analysis", "legacy-leverage-analysis", "recommendation"]


id: savings-ci-iul
display_name: 储蓄险加重疾险加IUL组合方案
products_json: ["savings", "ci", "iul"]
template_family: bundle
status: active
created_at: 2026-07-23 07:07:17
modules_json:
  ["family-risk-map", "savings-growth-analysis", "critical-illness-protection-gap", "iul-legacy-leverage", "asset-allocation-summary", "recommendation"]


id: savings-ci
display_name: 储蓄险加重疾险组合方案
products_json: ["savings", "ci"]
template_family: bundle
status: active
created_at: 2026-07-23 07:07:17
modules_json:
  ["family-risk-map", "savings-growth-analysis", "critical-illness-protection-gap", "cashflow-pressure-test", "recommendation"]


id: savings-iul
display_name: 储蓄险加IUL组合方案
products_json: ["savings", "iul"]
template_family: bundle
status: active
created_at: 2026-07-23 07:07:17
modules_json:
  ["education-fund-layer", "savings-growth-analysis", "iul-legacy-leverage", "family-timeline", "recommendation"]


id: savings-single
display_name: 单一储蓄险定制方案
products_json: ["savings"]
template_family: savings
status: active
created_at: 2026-07-23 07:07:17
modules_json:
  ["company-profile", "scenario-by-insured-age", "growth-analysis", "withdrawal-analysis", "official-data-tables", "closing"]


