dsh-insurance-advisor
面向个人代理人的保险顾问代理预设：适配性匹配、保单台账和销售录音检查。
插件会安装到这里；不确定时保持 web。
npx -y @deepseek-ai/dsh plugin --profile web add github:MagicTangOps/dsh-insurance-advisor#4d4b5ae313c3a5724a11522f7a777dd86dce76b4Insurance Advisor 以 dsh-insurance-advisor 发布，当前版本为 0.1.0。Plugin Hub 会校验它的 manifest，并保存精确安装来源，便于复现安装结果。
An agent preset for individual insurance agents (个险渠道) on DeepSeek Harness: needs analysis, proposals, suitability matching, sales-recording (双录) checks, and policy servicing.
It ships 10 deterministic tools and 5 skills, and mounts no shell tool — file read/write is kept, but the model cannot run arbitrary commands against client data.
English | 中文
dsh plugin --profile <profile> add github:MagicTangOps/dsh-insurance-advisor
Then restart, open Settings → Agent presets, and select 保险顾问（个险展业）.
The package declares dsh.bundle, so dsh plugin add reconciles it as a profile layer. It also installs from npm as dsh-insurance-advisor once published there.
One preset (insurance-advisor, order 20) composing the standard tool set — file, web, todo, schedule, present, compaction, delegation — plus the three domain plugins below. tool-bash, tool-pwsh and the terminal group are deliberately absent.
insurance_check_suitability, insurance_authorized_productsEncodes the product-class / agent-level / customer-risk matrix as deterministic rules instead of leaving the model to infer:
| Agent level | Highest product class it may sell |
|---|---|
| none | P1 |
| 4 | P2 |
| 3 | P3 |
| 2 | P4 |
| 1 | P5 |
insurance_authorized_products answers the inverse question: which product classes this agent may sell.insurance_crm_*Six tools over a storageDomain-backed table: insurance_upsert_client, insurance_list_clients, insurance_add_policy, insurance_list_policies, insurance_service_due, insurance_record_touchpoint.
Grace periods are computed from the receipt date (回执签收日), inclusive of the day itself:
| Channel | Grace period |
|---|---|
individual | 10 days |
bancassurance | 15 days |
internet | 15 days |
telemarketing | 10 days |
insurance_service_due reports policies still inside the grace period (new-business callback owed) and renewals falling due inside a configurable window.
insurance_dual_record_*insurance_dual_record_checklist builds a customized five-section recording checklist; insurance_dual_record_validate rejects a recording that omits any of identity, materials, product, disclosure, no-extra-benefit.
insurance-needs-analysis, insurance-proposal, insurance-dual-record, insurance-compliance, insurance-servicing — loaded from skills/ inside this package.
insurance-crm is inserted at the Host level, not inside the preset, because it consumes the Host storageDomain service. Inside a preset scope it stays pending forever and the preset is reported as broken. The other two plugins live inside the preset, so they activate only when the user selects 保险顾问.
Two consequences worth knowing: the six insurance_crm_* tools are available to every agent in the profile, and the CRM ledger is shared per profile rather than per preset.
engines.dsh: >=0.2.1-rc.1 <0.3.0-0@deepseek-ai/dsh-tools and @deepseek-ai/dsh-storage-domain are peer dependencies with an explicit prerelease branch, so prerelease harness builds are not silently excluded by node-semver.zod ^4.4.3 is a regular dependency.npm test
73 assertions across the four rule modules (suitability 25, dates 13, domain 12, dual-record 23). They are pure-function tests and need no harness runtime.
MIT.