EF 助手 — 工作任务

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 30000, "coverage": null, "currency": "美金", "raw": "30000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 40, "birth_date": "1986-05-22", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 5, "birth_date": "2021-05-22", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：30000；投保人年齡：40歲，女；受保人：女兒，5歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-debug-yf-116.pdf", "stored_name": "proposal-debug-yf-116_4d01cd64d4ee.pdf", "mime_type": "application\/pdf", "size": 371326, "url": "\/api\/tasks\/116\/files\/proposal-debug-yf-116_4d01cd64d4ee.pdf" } ] }

{ "insurance_company": "CTF", "product_name": "「匠心 • 飛越」儲蓄保險計劃", "premium_payment_term": { "years": 0, "raw": "整付" }, "currency": "USD", "amount": { "premium": null, "coverage": "200000", "currency": "USD", "raw": "" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "M", "age": null, "birth_date": "1990-01-01", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "M", "age": "49", "birth_date": "1977-06-12", "nationality": "中國", "smoker": 0 }, "raw_input": "", "withdraw": { "collect": "payamount", "collect_config": "fixed", "withdraw_schedules": [ { "startYear": "1", "endYear": "0", "amount": "12000", "percentage": "0" } ] } }

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{ "insurance_company": "PRU", "product_name": "危疾加護保 III", "premium_payment_term": { "years": 25, "raw": "25年" }, "currency": "USD", "amount": { "premium": null, "coverage": "60000", "currency": "USD", "raw": "" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "M", "age": null, "birth_date": "1990-01-01", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "F", "age": "38", "birth_date": "1988-05-28", "nationality": "中國", "smoker": 0 }, "raw_input": "" }

{ "summary": "done", "attachments": [ { "original_name": "pru-proposal-114.pdf", "stored_name": "pru-proposal-114_09b424828d36.pdf", "mime_type": "application\/pdf", "size": 1915147, "url": "\/api\/tasks\/114\/files\/pru-proposal-114_09b424828d36.pdf" } ] }

{ "insurance_company": "PRU", "product_name": "信守明天多元貨幣計劃", "premium_payment_term": { "years": 3, "raw": "3年" }, "currency": "USD", "amount": { "premium": "33000", "coverage": null, "currency": "USD", "raw": "" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "M", "age": null, "birth_date": "1990-01-01", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "M", "age": "47", "birth_date": "1979-05-28", "nationality": "中國", "smoker": 0 }, "raw_input": "" }

{ "summary": "done", "attachments": [ { "original_name": "pru-proposal-113.pdf", "stored_name": "pru-proposal-113_76fb83f5f905.pdf", "mime_type": "application\/pdf", "size": 1830119, "url": "\/api\/tasks\/113\/files\/pru-proposal-113_76fb83f5f905.pdf" } ] }

{ "insurance_company": "AIA", "product_name": "環宇盈活儲蓄保險計劃", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": "50000", "coverage": null, "currency": "USD", "raw": "" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "M", "age": null, "birth_date": "1990-01-01", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "F", "age": "30", "birth_date": "1996-05-29", "nationality": "中國", "smoker": 0 }, "raw_input": "", "withdraw": { "collect": "payamount", "collect_config": "percentage", "withdraw_schedules": [ { "startYear": "6", "endYear": "0", "amount": "0", "percentage": "6" } ] } }

{ "summary": "done", "attachments": [ { "original_name": "proposal-112.pdf", "stored_name": "proposal-112_04dfcf998dfc.pdf", "mime_type": "application\/pdf", "size": 863453, "url": "\/api\/tasks\/112\/files\/proposal-112_04dfcf998dfc.pdf" } ] }

{ "insurance_company": "AIA", "product_name": "盈御多元貨幣計劃 3", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": "100000", "coverage": null, "currency": "USD", "raw": "" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "M", "age": null, "birth_date": "1990-01-01", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "M", "age": "13", "birth_date": "2013-05-29", "nationality": "中國", "smoker": 0 }, "raw_input": "" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-111.pdf", "stored_name": "proposal-111_b7b91ecff48b.pdf", "mime_type": "application\/pdf", "size": 397054, "url": "\/api\/tasks\/111\/files\/proposal-111_b7b91ecff48b.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": "30000", "coverage": null, "currency": "USD", "raw": "" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "M", "age": null, "birth_date": "1990-01-01", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "M", "age": "40", "birth_date": "1986-05-22", "nationality": "中國", "smoker": 0 }, "raw_input": "" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_3b9b71cb72b4.pdf", "mime_type": "application\/pdf", "size": 1039383, "url": "\/api\/tasks\/110\/files\/proposal_3b9b71cb72b4.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "康諾 II 嚴重疾病保障", "premium_payment_term": { "years": 20, "raw": "20年" }, "currency": "USD", "amount": { "premium": null, "coverage": "60000", "currency": "USD", "raw": "" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "M", "age": null, "birth_date": "1990-01-01", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "M", "age": "30", "birth_date": "1996-06-03", "nationality": "中國", "smoker": 0 }, "raw_input": "" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_ee74b281d36c.pdf", "mime_type": "application\/pdf", "size": 476457, "url": "\/api\/tasks\/109\/files\/proposal_ee74b281d36c.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 30000, "coverage": null, "currency": "美金", "raw": "30000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 40, "birth_date": "1986-05-22", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 5, "birth_date": "2021-05-22", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：30000；投保人年齡：40歲，女；受保人：女兒，5歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-108.pdf", "stored_name": "proposal-108_2e17db65af25.pdf", "mime_type": "application\/pdf", "size": 370437, "url": "\/api\/tasks\/108\/files\/proposal-108_2e17db65af25.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 20000, "coverage": null, "currency": "美金", "raw": "20000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 37, "birth_date": "1989-05-21", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-21", "nationality": "中國", "smoker": false }, "raw_input": "保险公司：yf；商品：富饒萬家儲蓄保險計劃 儲蓄；缴费年期：5年；币别：美金；每年保费：20000；投保人年龄：37岁，女；受保人：女儿，9岁；吸烟否：否；居住地：广东；国籍：中国" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-107.pdf", "stored_name": "proposal-107_e2699ea6560a.pdf", "mime_type": "application\/pdf", "size": 370671, "url": "\/api\/tasks\/107\/files\/proposal-107_e2699ea6560a.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-21", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-21", "nationality": "中國", "smoker": false }, "raw_input": "保险公司：yf；商品：富饒萬家儲蓄保險計劃 儲蓄；缴费年期：5年；币别：美金；每年保费：5000；投保人年龄：33岁，女；受保人：女儿，9岁；吸烟否：否；居住地：广东；国籍：中国" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-106.pdf", "stored_name": "proposal-106_90fc08ba4a1f.pdf", "mime_type": "application\/pdf", "size": 370020, "url": "\/api\/tasks\/106\/files\/proposal-106_90fc08ba4a1f.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-20", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-20", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：33歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-105.pdf", "stored_name": "proposal-105_eee5028cb3f8.pdf", "mime_type": "application\/pdf", "size": 370135, "url": "\/api\/tasks\/105\/files\/proposal-105_eee5028cb3f8.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 50000, "coverage": null, "currency": "美金", "raw": "50000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-20", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-20", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：50000；投保人年齡：33歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-104.pdf", "stored_name": "proposal-104_5fa46dbb5001.pdf", "mime_type": "application\/pdf", "size": 371028, "url": "\/api\/tasks\/104\/files\/proposal-104_5fa46dbb5001.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-20", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-20", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：33歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-103.pdf", "stored_name": "proposal-103_c308b8af8ba6.pdf", "mime_type": "application\/pdf", "size": 369737, "url": "\/api\/tasks\/103\/files\/proposal-103_c308b8af8ba6.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-20", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-20", "nationality": "中國", "smoker": false }, "raw_input": "保险公司：YF；商品：富饒萬家儲蓄保險計劃 儲蓄；缴费年期：5年；币别：美金；每年保费：5000；投保人年龄：33岁，女；受保人：女儿，9岁；吸烟否：否；居住地：广东；国籍：中国" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-102.pdf", "stored_name": "proposal-102_9a067f943b5f.pdf", "mime_type": "application\/pdf", "size": 370303, "url": "\/api\/tasks\/102\/files\/proposal-102_9a067f943b5f.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-19", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-19", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：33歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-101.pdf", "stored_name": "proposal-101_500902fbc3dc.pdf", "mime_type": "application\/pdf", "size": 369796, "url": "\/api\/tasks\/101\/files\/proposal-101_500902fbc3dc.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 35, "birth_date": "1991-05-19", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-19", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：安盛 AXA；商品：盛利；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：35歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_070aa79c82c7.pdf", "mime_type": "application\/pdf", "size": 1011604, "url": "\/api\/tasks\/100\/files\/proposal_070aa79c82c7.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 35, "birth_date": "1991-05-19", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-19", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：安盛 AXA；商品：盛利；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：35歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_717397615bac.pdf", "mime_type": "application\/pdf", "size": 1011944, "url": "\/api\/tasks\/99\/files\/proposal_717397615bac.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 35, "birth_date": "1991-05-19", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-19", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：安盛 AXA；商品：盛利；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：35歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_3912d1ad2c05.pdf", "mime_type": "application\/pdf", "size": 1011719, "url": "\/api\/tasks\/98\/files\/proposal_3912d1ad2c05.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-19", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-19", "nationality": "中國", "smoker": false }, "raw_input": "1，保险公司：yf；2，商品：富饒萬家儲蓄保險計劃 儲蓄；3，缴费年期：5年；4，币别： 美金；5，每年保费：5000；6，投保人年龄：33 岁，女；7，受保人：女儿，9 岁；8，吸烟否：否；9，居住地：广东；10，国籍：中国" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-97.pdf", "stored_name": "proposal-97_2e571529c40e.pdf", "mime_type": "application\/pdf", "size": 369051, "url": "\/api\/tasks\/97\/files\/proposal-97_2e571529c40e.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 10000, "coverage": null, "currency": "美金", "raw": "10000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-17", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-17", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：10000；投保人：33歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-96.pdf", "stored_name": "proposal-96_fad150d01045.pdf", "mime_type": "application\/pdf", "size": 370549, "url": "\/api\/tasks\/96\/files\/proposal-96_fad150d01045.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-17", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-17", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：5000；投保人：33歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-95.pdf", "stored_name": "proposal-95_92556900a3dd.pdf", "mime_type": "application\/pdf", "size": 677250, "url": "\/api\/tasks\/95\/files\/proposal-95_92556900a3dd.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-05-17", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-17", "nationality": "中國", "smoker": false }, "raw_input": "保險公司：YF；商品：富饒萬家儲蓄保險計劃；繳費年期：5年；幣別：美金；每年保費：5000；投保人：33歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-94.pdf", "stored_name": "proposal-94_f6eb72e2a790.pdf", "mime_type": "application\/pdf", "size": 677185, "url": "\/api\/tasks\/94\/files\/proposal-94_f6eb72e2a790.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 33, "birth_date": "1993-04-22", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-04-22", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：yf；商品：富饒萬家儲蓄保險計劃 儲蓄；缴费年期：5年；币别：美金；每年保费：5000；投保人年龄：33岁，女；受保人：女儿，9岁；吸烟否：否；居住地：广东；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-93.pdf", "stored_name": "proposal-93_39a4eb32e0ea.pdf", "mime_type": "application\/pdf", "size": 677251, "url": "\/api\/tasks\/93\/files\/proposal-93_39a4eb32e0ea.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 35, "birth_date": "1991-04-22", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-04-22", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：yf；商品：富饒萬家儲蓄保險計劃 儲蓄；缴费年期：5年；币别：美金；每年保费：5000；投保人年龄：35岁，女；受保人：女儿，9岁；吸烟否：否；居住地：广东；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-92.pdf", "stored_name": "proposal-92_61d7c97352d7.pdf", "mime_type": "application\/pdf", "size": 677326, "url": "\/api\/tasks\/92\/files\/proposal-92_61d7c97352d7.pdf" } ] }

{ "insurance_company": "YF", "product": { "category": "儲蓄及年金", "product_name": "BIS - 富饒萬家儲蓄保險計劃", "plan": "BISP5 - 富饒萬家儲蓄保險計劃(5年繳付)" }, "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 35, "birth_date": "1991-04-22", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-04-22", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：yf；商品：富饒萬家儲蓄保險計劃 儲蓄；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：35歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal-91.pdf", "stored_name": "proposal-91_fb43759f9561.pdf", "mime_type": "application\/pdf", "size": 677186, "url": "\/api\/tasks\/91\/files\/proposal-91_fb43759f9561.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 35, "birth_date": "1991-05-05", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-05", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：安盛；商品：盛利；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：35歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_6acc79384eac.pdf", "mime_type": "application\/pdf", "size": 1011590, "url": "\/api\/tasks\/87\/files\/proposal_6acc79384eac.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 15000, "coverage": null, "currency": "美金", "raw": "15000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 36, "birth_date": "1990-05-14", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-07", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：安盛；商品：盛利；繳費年期：5年；幣別：美金；每年保費：15000；投保人年齡：36歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國；備註：第10年一次性提出6萬美元，第二十年每年最高提取到終身" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_97fd0ad8cb35.pdf", "mime_type": "application\/pdf", "size": 1142890, "url": "\/api\/tasks\/86\/files\/proposal_97fd0ad8cb35.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "美金", "amount": { "premium": 5000, "coverage": null, "currency": "美金", "raw": "5000" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 36, "birth_date": "1990-05-14", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 9, "birth_date": "2017-05-07", "nationality": "中國", "smoker": false }, "raw_input": "客戶稱呼：女士；保險公司：安盛；商品：盛利；繳費年期：5年；幣別：美金；每年保費：5000；投保人年齡：36歲，女；受保人：女兒，9歲；吸煙否：否；居住地：廣東；國籍：中國；備註：第10年一次性提出6萬美元，第二十年每年最高提取到終身" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_e100cd285a7d.pdf", "mime_type": "application\/pdf", "size": 1141951, "url": "\/api\/tasks\/85\/files\/proposal_e100cd285a7d.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": 120000, "coverage": null, "currency": "USD", "raw": "12w" }, "add_riders": [], "backdating": false, "policyholder": { "gender": null, "age": 28, "birth_date": "1998-04-29", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "male", "age": 1, "birth_date": "2025-05-04", "nationality": "中國", "smoker": false }, "raw_input": "性別：男；出生日期：2025.5.4；是否吸煙：否；保險產品：澳門安盛盛利2；幣種：美金；保費：12w；繳費年期：5年；是否提取：18年提取，每年提取70000美金" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_3928cb1a58a7.pdf", "mime_type": "application\/pdf", "size": 1145500, "url": "\/api\/tasks\/84\/files\/proposal_3928cb1a58a7.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "安進儲蓄系列II", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": 50000, "coverage": null, "currency": "USD", "raw": "5萬" }, "add_riders": [], "backdating": false, "policyholder": { "gender": null, "age": 28, "birth_date": "1998-04-29", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "female", "age": 5, "birth_date": "2021-04-29", "nationality": "中國", "smoker": false }, "raw_input": "受保人姓名：CLIENT；性別：女；年齡：5歲；國籍：中國；是否吸煙：否；保險公司：AXA；計劃名稱：安進；繳費年期：5年；貨幣：美元；保費：5萬" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_6d910cb3071e.pdf", "mime_type": "application\/pdf", "size": 925720, "url": "\/api\/tasks\/83\/files\/proposal_6d910cb3071e.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "安進儲蓄系列II", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": 50000, "coverage": null, "currency": "USD", "raw": "5萬" }, "add_riders": [], "backdating": false, "policyholder": { "gender": null, "age": 28, "birth_date": "1998-04-29", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "female", "age": 5, "birth_date": "2021-04-29", "nationality": "中國", "smoker": false }, "raw_input": "受保人姓名：CLIENT；性別：女；年齡：5歲；國籍：中國；是否吸煙：否；保險公司：AXA；計劃名稱：安進；繳費年期：5年；貨幣：美元；保費：5萬" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_9a2f59c387b6.pdf", "mime_type": "application\/pdf", "size": 925745, "url": "\/api\/tasks\/82\/files\/proposal_9a2f59c387b6.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "安進儲蓄系列II", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": 50000, "coverage": null, "currency": "USD", "raw": "5萬" }, "add_riders": [], "backdating": false, "policyholder": { "gender": null, "age": 28, "birth_date": "1998-04-28", "nationality": "中國", "smoker": null }, "insured_person": { "gender": "female", "age": 5, "birth_date": "2021-04-28", "nationality": "中國", "smoker": false }, "raw_input": "受保人姓名：CLIENT；性別：女；年齡：5歲；國籍：中國；是否吸煙：否；保險公司：AXA；計劃名稱：安進；繳費年期：5年；貨幣：美元；保費：5萬" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_7cb42adf773c.pdf", "mime_type": "application\/pdf", "size": 925678, "url": "\/api\/tasks\/81\/files\/proposal_7cb42adf773c.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "安進儲蓄系列II", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "amount": { "premium": 50000, "coverage": null, "currency": "USD", "raw": "5万" }, "add_riders": [], "backdating": false, "policyholder": { "gender": "female", "age": 5, "birth_date": "2021-04-28", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 5, "birth_date": "2021-04-28", "nationality": "中國", "smoker": false }, "raw_input": "受保人姓名：CLIENT；性別：女；出生日期：5歲；國籍：中國；是否吸煙：否；保險公司：AXA；計劃名稱：安進；繳費年期：5年；貨幣：美元；保費：5萬" }

{ "insurance_company": "AXA", "product_name": "康采 II 嚴重疾病保障", "premium_payment_term": { "years": 15, "raw": "15年" }, "currency": "USD", "amount": { "premium": null, "coverage": 100000, "currency": "USD", "raw": "10万美金保额" }, "add_riders": [ "早期附加契約" ], "backdating": false, "policyholder": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": "中國", "smoker": false }, "raw_input": "性别：男；年龄：42；保险产品：康采2；缴费年期：15年；保额（美元）：10万美金保额；是否吸烟：不吸烟" }

{ "insurance_company": "AXA", "product_name": "康采 II 嚴重疾病保障", "premium_payment_term": { "years": 15, "raw": "15年" }, "currency": "USD", "amount": { "premium": null, "coverage": 100000, "currency": "USD", "raw": "10萬美金" }, "add_riders": [ "早期附加契約" ], "backdating": false, "policyholder": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": null, "smoker": false }, "insured_person": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": null, "smoker": false }, "raw_input": "性別：男；年齡\/出生：42；保險產品：康采 2；繳費年期：15年；保額（美元）：10萬美金；是否吸煙：not smoker" }

{ "insurance_company": "AXA", "product_name": "康采 II 嚴重疾病保障", "premium_payment_term": { "years": 15, "raw": "15年" }, "currency": "USD", "premium": { "amount": null, "currency": "USD", "raw": "" }, "coverage": { "amount": 100000, "currency": "USD", "raw": "10萬美金保額" }, "add_riders": [ "早期附加契約" ], "backdating": false, "policyholder": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": null, "smoker": false }, "insured_person": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": null, "smoker": false }, "raw_input": "性別：男；年齡：42；保險產品：康采2；繳費年期：15年；保額（美元）：10萬美金保額；是否吸煙：not smoker" }

{ "insurance_company": "AXA", "product_name": "康采 II 嚴重疾病保障", "premium_payment_term": { "years": 15, "raw": "15年" }, "currency": "USD", "premium": { "amount": null, "currency": "USD", "raw": "" }, "coverage": { "amount": 100000, "currency": "USD", "raw": "10万美金保额" }, "add_riders": [ "早期附加契約" ], "backdating": false, "policyholder": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": null, "smoker": false }, "insured_person": { "gender": "male", "age": 42, "birth_date": "1984-04-28", "nationality": null, "smoker": false }, "raw_input": "性别：男；年龄：42；保险产品：康采2；缴费年期：15年；保额：10万美金；是否吸烟：否" }

{ "insurance_company": "AXA", "product_name": "康采 II 嚴重疾病保障", "premium_payment_term": { "years": 15, "raw": "15年" }, "currency": "USD", "premium": { "amount": null, "currency": "USD", "raw": "" }, "coverage": { "amount": 100000, "currency": "USD", "raw": "10万美金保额" }, "add_riders": [ "早期附加契約" ], "backdating": false, "policyholder": { "gender": "male", "age": 49, "birth_date": "1977-04-28", "nationality": null, "smoker": false }, "insured_person": { "gender": "male", "age": 49, "birth_date": "1977-04-28", "nationality": null, "smoker": false }, "raw_input": "性别：男；年龄：49；保险产品：康采2；缴费年期：15年；保额：10万美金；是否吸烟：否" }

{ "insurance_company": "AXA", "product_name": "康采 II 嚴重疾病保障", "premium_payment_term": { "years": 20, "raw": "20年" }, "currency": "HKD", "premium": { "amount": 1500000, "currency": "HKD", "raw": "保額1500000" }, "policyholder": { "gender": "male", "age": 44, "birth_date": "1982-04-22", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "male", "age": 44, "birth_date": "1982-04-22", "nationality": "中國", "smoker": false }, "add_riders": [ "倍關懷意外保險", "智尊守惠醫療保障（標準房 2萬自付額）" ], "backdating": false, "raw_input": "年齡：44歲；性別：男；國籍：中國；是否吸煙：否；產品名稱：AXA康采；保額：1,500,000；貨幣：HKD；年期：20年；是否回溯：否；附加：倍關懷意外保險、智尊守惠醫療保障標準房2萬自付額" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_4f96a795b749.pdf", "mime_type": "application\/pdf", "size": 925889, "url": "\/api\/tasks\/74\/files\/proposal_4f96a795b749.pdf" } ] }

{ "insurance_company": "AXA", "product_name": "盛利 II 儲蓄保險 – 至尊", "premium_payment_term": { "years": 2, "raw": "2年期" }, "currency": "USD", "premium": { "amount": 150000, "currency": "USD", "raw": "15萬美金" }, "policyholder": { "gender": null, "age": null, "birth_date": null, "nationality": null, "smoker": null }, "insured_person": { "gender": "female", "age": 7, "birth_date": "2019-04-22", "nationality": null, "smoker": false }, "raw_input": "7歲，女兒，非吸煙；安盛盛利2：15萬美金-2年期，從18歲-21歲提取3萬美金（提取4年），30歲提取5萬美金、35歲提取5萬美金" }

{ "summary": "done", "attachments": [ { "original_name": "lo2.png", "stored_name": "lo2_82e69fc37180.png", "mime_type": "image\/png", "size": 401324, "url": "\/api\/tasks\/72\/files\/lo2_82e69fc37180.png" } ] }

{ "insurance_company": "AXA", "product_name": "安進", "premium_payment_term": { "years": 5, "raw": "5年" }, "currency": "USD", "premium": { "amount": 50000, "currency": "USD", "raw": "5萬" }, "policyholder": { "gender": "female", "age": 5, "birth_date": "2021-04-22", "nationality": "中國", "smoker": false }, "insured_person": { "gender": "female", "age": 5, "birth_date": "2021-04-22", "nationality": "中國", "smoker": false }, "raw_input": "受保人姓名：CLIENT；性別：女；年齡：5歲；國籍：中國；是否吸煙：否；保險公司：AXA；計劃名稱：安進；繳費年期：5年；貨幣：美元；保費：5萬" }

{ "summary": "done", "attachments": [ { "original_name": "proposal.pdf", "stored_name": "proposal_bf9d2c40ed1c.pdf", "mime_type": "application\/pdf", "size": 957902, "url": "\/api\/tasks\/71\/files\/proposal_bf9d2c40ed1c.pdf" } ] }