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-                          "slug": "xxx"
-                        },
-                        "slug": "P0E9wXWm4iGRLEkDSX1chq9Jnuh",
-                        "position": 1,
-                        "filename": "P0E9wXWm4iGRLEkDSX1chq9Jnuh.md"
-                      },
-                      {
-                        "depth": 5,
-                        "title": "【場景】如何創建一個 獲取型-API 計劃？",
-                        "node_token": "EPH5wRfGhidNKDkJQi6cYwE3nvS",
-                        "parent_node_token": "AmT7wLDONiG6BMkaHaMchSa8nOg",
-                        "obj_create_time": "1699788061",
-                        "obj_edit_time": "1701160712",
-                        "obj_token": "W0qadAXHSohemSxRpqQcvudMnID",
-                        "children": [],
-                        "has_child": false,
-                        "meta": {
-                          "slug": "xxx"
-                        },
-                        "slug": "EPH5wRfGhidNKDkJQi6cYwE3nvS",
-                        "position": 2,
-                        "filename": "EPH5wRfGhidNKDkJQi6cYwE3nvS.md"
-                      },
-                      {
-                        "depth": 5,
-                        "title": "【場景】如何創建一個 觸發型 - 完成 A 計劃",
-                        "node_token": "ZYDewLFtuidmgjkzwEBcJvcln5d",
-                        "parent_node_token": "AmT7wLDONiG6BMkaHaMchSa8nOg",
-                        "obj_create_time": "1699788433",
-                        "obj_edit_time": "1701160742",
-                        "obj_token": "KWHRdW0LdozuXPxe4jbcufiCnWh",
-                        "children": [],
-                        "has_child": false,
-                        "meta": {
-                          "slug": "xxx"
-                        },
-                        "slug": "ZYDewLFtuidmgjkzwEBcJvcln5d",
-                        "position": 3,
-                        "filename": "ZYDewLFtuidmgjkzwEBcJvcln5d.md"
-                      }
-                    ],
-                    "has_child": true,
+                    "children": [],
+                    "has_child": false,
                     "meta": {
                       "slug": "delivery-system"
                     },
@@ -2389,96 +2220,10 @@
                     "node_token": "STFEw4Lqni88GtkV2CHcTL71nAg",
                     "parent_node_token": "HFS5wXhvXi0yh7kKbllc8Xp4n9c",
                     "obj_create_time": "1699791215",
-                    "obj_edit_time": "1701066831",
+                    "obj_edit_time": "1702868747",
                     "obj_token": "Tra5d2GaEoqkUXxRVxTcouM7nId",
-                    "children": [
-                      {
-                        "depth": 5,
-                        "title": "【場景】如何創建一個 App Banner",
-                        "node_token": "YXFMwr7G9iMBwdki1sicDycUnle",
-                        "parent_node_token": "STFEw4Lqni88GtkV2CHcTL71nAg",
-                        "obj_create_time": "1699840564",
-                        "obj_edit_time": "1700820288",
-                        "obj_token": "QwK1d0XBkoo3AIxaQ2Dc9L2Qn4F",
-                        "children": [],
-                        "has_child": false,
-                        "meta": {
-                          "slug": "xxx"
-                        },
-                        "slug": "YXFMwr7G9iMBwdki1sicDycUnle",
-                        "position": 0,
-                        "filename": "YXFMwr7G9iMBwdki1sicDycUnle.md"
-                      },
-                      {
-                        "depth": 5,
-                        "title": "【場景】如何創建一個 App 彈窗？",
-                        "node_token": "QiYrwKk0AikUSpkQRtOct87bnQB",
-                        "parent_node_token": "STFEw4Lqni88GtkV2CHcTL71nAg",
-                        "obj_create_time": "1699840624",
-                        "obj_edit_time": "1700797535",
-                        "obj_token": "DvCvdWUUVos7ZBx50lScd4uanzg",
-                        "children": [],
-                        "has_child": false,
-                        "meta": {
-                          "slug": "xxx"
-                        },
-                        "slug": "QiYrwKk0AikUSpkQRtOct87bnQB",
-                        "position": 1,
-                        "filename": "QiYrwKk0AikUSpkQRtOct87bnQB.md"
-                      },
-                      {
-                        "depth": 5,
-                        "title": "【場景】如何創建一個 App Push 消息？",
-                        "node_token": "TyAnwpS7viTqgDkFPtocMBlKnhf",
-                        "parent_node_token": "STFEw4Lqni88GtkV2CHcTL71nAg",
-                        "obj_create_time": "1699840719",
-                        "obj_edit_time": "1700797566",
-                        "obj_token": "RmKXdpk3DocZZQxL8HBckxn5nHe",
-                        "children": [],
-                        "has_child": false,
-                        "meta": {
-                          "slug": "xxx"
-                        },
-                        "slug": "TyAnwpS7viTqgDkFPtocMBlKnhf",
-                        "position": 2,
-                        "filename": "TyAnwpS7viTqgDkFPtocMBlKnhf.md"
-                      },
-                      {
-                        "depth": 5,
-                        "title": "【場景】如何創建一個 郵件消息？",
-                        "node_token": "HOJWw8cmCimIx3kSOlvcyH4Inwb",
-                        "parent_node_token": "STFEw4Lqni88GtkV2CHcTL71nAg",
-                        "obj_create_time": "1699840815",
-                        "obj_edit_time": "1700301962",
-                        "obj_token": "WKFudhaFeoTB4XxZylUc7JCcnDe",
-                        "children": [],
-                        "has_child": false,
-                        "meta": {
-                          "slug": "xxx"
-                        },
-                        "slug": "HOJWw8cmCimIx3kSOlvcyH4Inwb",
-                        "position": 3,
-                        "filename": "HOJWw8cmCimIx3kSOlvcyH4Inwb.md"
-                      },
-                      {
-                        "depth": 5,
-                        "title": "【場景】如何創建一個 短信消息？",
-                        "node_token": "Gq73wjUUYiHaUNk1H8rcKVmHnZg",
-                        "parent_node_token": "STFEw4Lqni88GtkV2CHcTL71nAg",
-                        "obj_create_time": "1699840935",
-                        "obj_edit_time": "1700820352",
-                        "obj_token": "AXPkdAageo1M4ixQ6vHcoL6en8g",
-                        "children": [],
-                        "has_child": false,
-                        "meta": {
-                          "slug": "xxx"
-                        },
-                        "slug": "Gq73wjUUYiHaUNk1H8rcKVmHnZg",
-                        "position": 4,
-                        "filename": "Gq73wjUUYiHaUNk1H8rcKVmHnZg.md"
-                      }
-                    ],
-                    "has_child": true,
+                    "children": [],
+                    "has_child": false,
                     "meta": {
                       "slug": "xxx"
                     },
@@ -2501,7 +2246,7 @@
                 "node_token": "GhdWwm72LicoNykrY8KcJm2wnEc",
                 "parent_node_token": "IEzzwtXSwiQRlfk5MxXcixFYn0f",
                 "obj_create_time": "1697191314",
-                "obj_edit_time": "1701161014",
+                "obj_edit_time": "1702865369",
                 "obj_token": "MrlAd80YxoNhf7xIT3XcZLZRn2e",
                 "children": [
                   {
diff --git a/feishu-pages/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md b/feishu-pages/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
index e2c1711b..b1b1d78c 100644
--- a/feishu-pages/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
+++ b/feishu-pages/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
@@ -1,11 +1,11 @@
 ---
-title: App 展示管理
+title: APP 展示管理
 slug: APPzhanshiguanli
 sidebar_position: 3
 ---
 
 
-# App 展示管理
+# APP 展示管理
 
 ### 適用場景
 
@@ -21,17 +21,17 @@ sidebar_position: 3
 
 執行菜單：基金管理&gt; APP 管理&gt;熱銷基金 Tab 頁籤
 
-本作業可以維護在 App 端熱銷基金主體的排序展示順序
+本作業可以維護在 APP 端熱銷基金主體的排序展示順序
 
 <img src="/assets/THeDb4yWToo2Wgxjyd0cPuZNn3d.png" src-width="3000" src-height="1150" align="center"/>
 
-可以在右側點選【新建】一個基金熱銷的排序
+可以在右側點選【 新建】一個基金熱銷的排序
 
 <img src="/assets/Vz4AbYplTokO9cxBT1qcS03YnFb.png" src-width="3008" src-height="1286" align="center"/>
 
 熱銷基金模塊是基金後台可配的運營型基金展示功能，熱銷基金頁面進行配置後可以在 App 端展示，默認展示的收益週期是近 3 年收益率。
 
-**App 端 參考畫面**：
+**APP 端 參考畫面**：
 
 <img src="/assets/BMl0bK93ho5wyixzlYNctDrSnPg.png" src-width="958" src-height="1722"/>
 
@@ -47,13 +47,13 @@ sidebar_position: 3
 
 <img src="/assets/XALNbi787oro9hxxVjjcezYsnie.png" src-width="2988" src-height="1666" align="center"/>
 
-**App 端展示畫面如下：**
+**APP 端展示畫面如下：**
 
 <img src="/assets/St5QbZSn4oztjpxcIYRclRKendh.png" src-width="686" src-height="1482"/>
 
 #### 基金推薦（風險）
 
-執行菜單：基金管理&gt; APP 管理&gt;基金推薦（風險）Tab 頁籤
+執行菜單：基金管理&gt; APP 管理&gt;基金推薦（風險） Tab 頁籤
 
 本作業可以管理配置基金推薦的風險等級
 
diff --git a/feishu-pages/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md b/feishu-pages/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
index af1bd0ab..63e03ed9 100644
--- a/feishu-pages/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
+++ b/feishu-pages/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
@@ -9,7 +9,7 @@ sidebar_position: 1
 
 ## 適用場景
 
-本作業是開戶資料的後台申請入口，同時也可以查到相關客戶的前端 App 開戶填寫資料與協助補錄資料
+本作業是開戶資料的後台申請入口，同時也可以查到相關客戶的前端APP開戶填寫資料與協助補錄資料
 
 適用於：
 
@@ -23,11 +23,13 @@ sidebar_position: 1
 
 ## 開戶資料
 
- 菜單入口：KYC &gt; 開戶資料 
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC &gt; 開戶資料 </p>
+</div>
 
 <img src="/assets/Hpc7bFKDQo5c7exksHFcWVjPnqI.png" src-width="3230" src-height="1570" align="center"/>
 
-點選 右側紀錄操作區【詳情】可以查閱 客戶填寫的開戶詳細資料：包含身份證件/個人訊息/職業訊息/資產投資經驗/合規信息等等，可以透過左側樹狀 切換資料數據區域
+點選 右側紀錄操作區【詳情】可以查閱 客戶填寫的開戶詳細資料：包含身份證件/個人訊息/職業訊息/資產投資經驗/合規信息等等， 可以透過左側樹狀 切換資料數據區域
 
 <img src="/assets/QkYdb5cK2oyDs2x0OP3c6rhPneh.png" src-width="3230" src-height="1628" align="center"/>
 
@@ -35,27 +37,194 @@ sidebar_position: 1
 
 <img src="/assets/N0b3bhqD2omI7BxukcbcinugnHh.png" src-width="3306" src-height="1822" align="center"/>
 
-接下來上傳開戶文件，其中必要文件有：開户申請表/W-8BEN 表格/HKIDR PDF 文件，
+接下來上傳開戶文件， 其中必要文件有：開户申請表/W-8BEN 表格/HKIDR PDF 文件，
 
-同時填寫完必要欄位：見證員工/開通帳戶類型與計費類別/ 是否標記帳戶類型，填寫後就完成開戶帳戶申請資料提交，後續就等待 劵商對申請資料做開戶審批等 KYC 操作
+同時填寫完必要欄位： 見證員工/開通帳戶類型與計費類別/ 是否標記帳戶類型，填寫後就完成開戶帳戶申請資料提交，後續就等待 劵商對申請資料做開戶審批等 KYC 操作
 
 <img src="/assets/AkxAbcqypoutZHxWoXEcZR0anvf.png" src-width="3306" src-height="1816" align="center"/>
 
-以下列出開戶業務常見場景操作參考：
+以下列出開戶業務常見場景操作參考:
 
-### 場景：全新開戶資料錄入
+### 全新開戶資料錄入
 
-[全新開戶申請資料錄入](https://longbridge.feishu.cn/wiki/AQekwMXOKillURkFRyFc5byun8c?create_from=create_doc_to_wiki)
+#### 適用場景
 
-### 場景：多開通證劵帳戶申請
+本場景是全新錄入一筆客戶開戶資料（全新客戶使用）
 
-[多開證劵帳戶申請](./QZfIweqitiiPf8kQ6CTcDtqhn9G)
+#### 前置条件
 
-### 場景：多開通證劵子帳戶申請
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC &gt; 開戶資料 Tab &gt;  添加開戶申請 功能鍵</p>
+</div>
+
+<img src="/assets/IeEpb6uJeoZbdnxanPXcH7bVnWe.png" src-width="3798" src-height="812" align="center"/>
+
+本作業直接錄入客戶申請資料，點擊右上角【添加開戶申請】，直接進入開戶頁面如下圖：
+
+<img src="/assets/LLcKbqsmAowwCFxi21icZlGtnvb.png" src-width="3288" src-height="1298" align="center"/>
+
+##### 第一步：選擇開戶類型
+
+開戶類型分為 3 個步驟：選擇客戶/新建客戶、選擇客戶類型、選擇客戶國籍
+
+選擇客戶/新建客戶 
+
+選擇客戶類型，可選擇： 個人客戶 /聯名客戶 /企業客戶
+
+選擇客戶國籍，系統支持 200 + 國籍
+
+##### **第二步**：上傳身份證件
+
+分為 3 種類型客戶：
+
+1. 國籍：中國大陸 
+    1. 中國大陸用戶，需上傳：中國大陸身份證 
+    2. 是否持有香港身份證件：默認選擇否；如用戶選擇是，需引導用戶補充填寫香港證件資料
+
+2. 國籍：中國香港 
+    1. 中國香港用戶，需上傳：中國香港身份證及填寫對應資訊
+
+3. 國籍：其他 
+    1. 其他國籍用戶，需上傳：身份證件 + 護照 
+    2. 是否持有香港身份證件：默認選擇否；如用戶選擇是，需引導用戶補充填寫香港證件資料；
+    3. 如用戶選擇否，需上傳其他身份證
+    <img src="/assets/DuxkbhxqIo4Q3gxpq8Pc3Xpgnkd.png" src-width="3252" src-height="1822" align="center"/>
+
+##### **第三步**：上傳地址證明
+
+分為 2 種類型客戶：
+
+1. 中國大陸國籍用戶
+    1. 可使用身份證作為居住地址證明；
+    2. 地址證明檔類型選擇：身份證，無需上傳居住地址證明；
+    3. 地址證明檔類型選擇：
+
+2. 其他
+    1. 需上傳居住地址證明
+    <img src="/assets/TIfwbMLJ3oPxdSx0mF4cvJmnnwg.png" src-width="3252" src-height="1604" align="center"/>
+
+##### **第四步**：填寫各類基礎信息
+
+主要是包含 職業資訊、納稅資訊、電子郵箱等信息。其中，
+
+納稅資訊，需填寫用戶納稅的國家/地區及納稅編號，最多支持填寫 10 個。包含以下字段： 納稅國家/地區  與 納稅人編號
+
+電子郵箱：用戶用於接收結單、通知等通知。一個 App 的用戶郵箱唯一
+
+填寫聯繫手機號，多個客戶可使用相同的聯繫手機號
+
+##### **第五步**：填寫資產投資信息
+
+<img src="/assets/HYQCbwBLboYz4QxGimrcQGsUncc.png" src-width="3258" src-height="1804" align="center"/>
+
+##### **第六步**：合規資訊確認
+
+<img src="/assets/LXyBbKu4yoGCmbx8To0cBtG5nTe.png" src-width="3254" src-height="1806" align="center"/>
+
+##### **第七步**：確認資訊
+
+系統會按: 身份證件/個人基礎信息/職業信息/資產投資信息/合規信息確認/關聯賬戶信息 等區塊排列,將客戶資料展示出來,方便按確認填寫訊息
+
+<img src="/assets/UFWobf5KroSnRjx63aVcrIIinjb.png" src-width="3250" src-height="1576" align="center"/>
+
+同時若有需要修正資料,可點擊區塊右上角的【編輯】,會跳轉該訊息面區域進行修改資料
+
+<img src="/assets/APOMb3EbzoqJYux67Lvcpqa2nYc.png" src-width="3162" src-height="1142" align="center"/>
+
+##### **第八步**：選擇帳戶類型、上傳開戶文件
+
+上傳開戶文件及自定義文件： 
+
+帳戶類型：可選擇開通融資帳戶、現金帳戶，系統支持同時多開帳戶
+
+其他配置資訊，包括：是否接收線下結單 /經紀人 /見證員工姓名 /牌照號碼 /證券號碼（可自定義輸入客戶帳號） /客戶聲明資訊確認
+
+### 多開通證劵帳戶申請
+
+#### 適用場景
+
+本場景是可以在已開戶的賬戶下，補充增開賬戶
+
+#### 前置条件
+
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC &gt; 開戶資料 Tab</p>
+</div>
+
+針對已經開通證券帳戶的客戶，可申請增開證券帳戶，在客戶詳情業進入後，在關連帳戶列表區域操作
+
+<img src="/assets/ZVhMbsawLoYwYRxHBpWcZaTOnqH.png" src-width="3222" src-height="1592" align="center"/>
+
+<img src="/assets/CL1SbuvARoSP6sxa54DcDJZKnyt.png" src-width="3236" src-height="1630" align="center"/>
+
+支持主帳帳戶開立,也支持特定帳戶標籤處理
+
+<div class="grid gap-3 grid-cols-2">
+<div>
+<img src="/assets/HJetbrVhcokrJwxvMB8cKF0vnjs.png" src-width="1022" src-height="584" align="center"/>
+</div>
+<div>
+<img src="/assets/IXURbo3fdoC4jcxWkcgcmI54nzh.png" src-width="1018" src-height="590" align="center"/>
+</div>
+</div>
+
+### 多開通證劵子帳戶申請
+
+#### 適用場景
+
+本場景是可以在已開戶的主帳戶下，補充增開子帳戶
+
+#### 前置条件
+
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC &gt; 開戶資料 Tab</p>
+</div>
+
+針對已經開通證券帳戶的客戶，可申請增開證券子帳戶（包含日內帳戶），在客戶詳情業進入後，在關連帳戶列表區域操作，新增一個子帳戶類型
+
+<img src="/assets/Q3aob6FZJoFDUGxpDivcX7VInOe.png" src-width="3226" src-height="1614" align="center"/>
+
+針對已經開通證券帳戶的客戶，可申請增開證券 ESOP 帳戶標籤，作爲 ESOP 帳戶使用
+
+<img src="/assets/UJwfbgzkTo7S6WxnX9lcLBglnLf.png" src-width="3236" src-height="1630" align="center"/>
+
+### 批量修改證劵帳戶
+
+#### 適用場景
+
+本場景是可以批量修改部分開戶相關的資料信息
+
+#### 前置条件
+
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC&gt;開戶資料&gt;批量修改 tab 頁籤 </p>
+</div>
+
+本作業功能提供批量修改功能，也包含新增 BCAN 申報資料的批量導入功能
+
+<img src="/assets/MLxibdXdioTnlMxzWmmcM8m6n8t.png" src-width="3256" src-height="1590" align="center"/>
+
+點選右上角【批量導入】，可以進行預設文檔格式來導入相關修改資料或 BCAN 資料，方便線下批次處理更新資料
 
-[多開證劵子帳戶申請](./XPZVwYzhoi19Mnk5dQ8cucQ5nIc)
+<img src="/assets/Xk30brEECovv87x67AacF5zsnXf.png" src-width="3256" src-height="1358" align="center"/>
 
-### 場景：批量修改證劵帳戶
+更新批次上傳後，將會進行批次審核動作
 
-[批量修改證劵帳戶](./Ofpowlv0xi5ecBk3s3cci46YnJb)
+<img src="/assets/St3fbNigYomgFMxgGtscAQiunnd.png" src-width="2402" src-height="1260" align="center"/>
 
diff --git a/feishu-pages/docs/AdyswrTcCi2yupkjI2kcCcGpnJc.md b/feishu-pages/docs/AdyswrTcCi2yupkjI2kcCcGpnJc.md
index cc774422..eb0eb548 100644
--- a/feishu-pages/docs/AdyswrTcCi2yupkjI2kcCcGpnJc.md
+++ b/feishu-pages/docs/AdyswrTcCi2yupkjI2kcCcGpnJc.md
@@ -9,11 +9,11 @@ sidebar_position: 0
 
 ## 適用場景
 
-處理各類型的公司行動操作，可以修改方案與費用規則
+處理各類型的公司行動操作,可以修改方案與費用規則
 
 ## 前置條件
 
-HK 市場須要先導入 05 文件可自動創建公司行動，或其他美股市場已導入文件
+HK市場須要先導入05文件可自動創建公司行動,或其他美股市場已導入文件
 
 ## 操作說明
 
@@ -21,7 +21,7 @@ HK 市場須要先導入 05 文件可自動創建公司行動，或其他美股
 
 ### 公司行動操作
 
-公司行動的業務處理是需要一段時間（從登記日到派發日）,不同公司行動類型其處理方式不盡相同，為了協助用戶能快速掌握 Whale 公司行動的作業操作，列出以下文檔來協助：
+公司行動的業務處理是需要一段時間（從登記日到派發日）,不同公司行動類型其處理方式不盡相同,為了協助用戶能快速掌握Whale 公司行動的作業操作,列出以下文檔來協助:
 
 ### 文檔列表
 
@@ -37,7 +37,7 @@ HK 市場須要先導入 05 文件可自動創建公司行動，或其他美股
 </thead>
 <tbody>
 <tr>
-<td rowspan="2"><p><strong>公司行動數據來源</strong></p></td><td><p><a href="./Yg5Dwtk30isnqBkNmbscxSK4nme">公司行動數據導入</a> </p></td><td><p>說明公司行動預告數據導入方式 (港股 05/02文件)</p></td></tr>
+<td rowspan="2"><p><strong>公司行動數據來源</strong></p></td><td><p><a href="./Yg5Dwtk30isnqBkNmbscxSK4nme">公司行動數據導入</a> </p></td><td><p>說明公司行動預告數據導入方式(港股 05/02文件)</p></td></tr>
 <tr>
 <td><p><a href="./PjI5wER20ic3VDkLX6ccjqv3nAh">公司行動手動新增</a> </p></td><td><p>說明如何手動新增公司行動預告方案</p></td></tr>
 <tr>
@@ -45,21 +45,21 @@ HK 市場須要先導入 05 文件可自動創建公司行動，或其他美股
 <tr>
 <td><p><strong>類型基本操作順序</strong></p></td><td><p><a href="./KayawFlkwim5vWkrePgcs7n4n6b">公司行動操作順序說明</a> </p></td><td><p>說明一個公司行動的標準操作順序</p></td></tr>
 <tr>
-<td rowspan="8"><p><strong>類型場景操作案例</strong></p></td><td><p><a href="./Jo0aw17Meiih1RkxxnVcRLmjnpf">場景 - 牛熊證回收處理</a> </p></td><td></td></tr>
+<td rowspan="8"><p><strong>類型場景操作案例</strong></p></td><td><p><a href="./Jo0aw17Meiih1RkxxnVcRLmjnpf">場景-牛熊證回收處理</a> </p></td><td></td></tr>
 <tr>
-<td><p><a href="./EBhJwi7B3iK621kqa8LclF5Nnsc">場景 - 股权清理 (DS)</a> </p></td><td></td></tr>
+<td><p><a href="./EBhJwi7B3iK621kqa8LclF5Nnsc">場景-股权清理(DS)</a> </p></td><td></td></tr>
 <tr>
-<td><p><a href="./VkDUwdaYkicQvQkg2wFcdIzlnkw">場景 - 紅股紅利</a> </p></td><td></td></tr>
+<td><p><a href="./VkDUwdaYkicQvQkg2wFcdIzlnkw">場景-紅股紅利</a> </p></td><td></td></tr>
 <tr>
 <td><p><a href="./IqGFwbDgIihU8VkIXMfcveK8nRg">場景-BE（選股選息）</a> </p></td><td></td></tr>
 <tr>
-<td><p><a href="./S2low898GirK4jk39wacQ2p0nNg">場景 - 拆合股、换股 CA</a> </p></td><td></td></tr>
+<td><p><a href="./S2low898GirK4jk39wacQ2p0nNg">場景-拆合股、换股 CA</a> </p></td><td></td></tr>
 <tr>
-<td><p><a href="./AfizwptfriDumhkqPwbcW0rknhc">場景 - 股權認購（OO、EO、RS、ER）</a> </p></td><td></td></tr>
+<td><p><a href="./AfizwptfriDumhkqPwbcW0rknhc">場景-股權認購（OO、EO、RS、ER）</a> </p></td><td></td></tr>
 <tr>
-<td><p><a href="./YIo1wfqami1f5bkSZ6wcz3w2ndf">場景 - 撤銷處理</a> </p></td><td></td></tr>
+<td><p><a href="./YIo1wfqami1f5bkSZ6wcz3w2ndf">場景-撤銷處理</a> </p></td><td></td></tr>
 <tr>
-<td><p><a href="./SmQ8wH0Pci8rTRkfdJ9cDs3PnAe">場景 - 終止處理</a> </p></td><td></td></tr>
+<td><p><a href="./SmQ8wH0Pci8rTRkfdJ9cDs3PnAe">場景-終止處理</a> </p></td><td></td></tr>
 </tbody>
 </table>
 
diff --git a/feishu-pages/docs/AfizwptfriDumhkqPwbcW0rknhc.md b/feishu-pages/docs/AfizwptfriDumhkqPwbcW0rknhc.md
index 409a199d..6fbd4230 100644
--- a/feishu-pages/docs/AfizwptfriDumhkqPwbcW0rknhc.md
+++ b/feishu-pages/docs/AfizwptfriDumhkqPwbcW0rknhc.md
@@ -1,15 +1,15 @@
 ---
-title: 場景 - 股權認購（OO、EO、RS、ER、TU、TC）
+title: 場景-股權認購（OO、EO、RS、ER、TU、TC）
 slug: xxxxxxxxx
 sidebar_position: 5
 ---
 
 
-# 場景 - 股權認購（OO、EO、RS、ER、TU、TC）
+# 場景-股權認購（OO、EO、RS、ER、TU、TC）
 
 ## 適用場景
 
-處理股權類認購操作處理 (OO/EO/RS/TU/TC 等)
+處理股權類認購操作處理(OO/EO/RS/TU/TC等)
 
 ## 前置條件
 
diff --git a/feishu-pages/docs/All6wQwx0iuSPIkVB7Vc3vxJnbe.md b/feishu-pages/docs/All6wQwx0iuSPIkVB7Vc3vxJnbe.md
index 24c76866..74d41930 100644
--- a/feishu-pages/docs/All6wQwx0iuSPIkVB7Vc3vxJnbe.md
+++ b/feishu-pages/docs/All6wQwx0iuSPIkVB7Vc3vxJnbe.md
@@ -25,7 +25,7 @@ sidebar_position: 3
 
 也可以根據系統生成的科目明細，在此功能可以點選【報表導出】選擇使用對應財務軟體格式導出 
 
-目前系統支持以下 GL 軟體匯入格式：
+目前系統支持以下GL 軟體匯入格式：
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/feishu-pages/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md b/feishu-pages/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
index eb99917b..ef57559a 100644
--- a/feishu-pages/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
+++ b/feishu-pages/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
@@ -9,11 +9,19 @@ sidebar_position: 1
 
 ## 適用場景
 
-介绍本文檔的應用場景，可以給哪類群體提供什麼操作，解決什麼訴求
+如何創建一個定時型 - 單次計劃？
+
+如何創建一個 定時型-重複 計劃？
+
+如何創建一個 獲取型-API 計劃？
+
+如何創建一個 觸發型-完成A 計劃？
 
 ## 前置條件
 
-操作本文檔需要的前置條件，比如需要先去“xx 菜單添加企業”才可在當前菜單進行“xx 操作”。若無，則直接寫“無
+無
+
+## 操作说明
 
 每一個運營計畫都是依下列順序來操作：
 
@@ -27,25 +35,215 @@ sidebar_position: 1
 
 第五步：設置觸達目標
 
-## 操作说明
+以下分別 整理幾個常見運營計畫， 逐步導引來建立計畫
+
+### 創建一個定時型 - 單次計劃？
 
-#### 管理運營計劃
+#### 適用場景
+
+場景描述**：**定向召回流失交易用戶
+
+目標受衆**：**假設帳戶資產＜200，歷史交易過5次以上的用戶
+
+運營策略：給目標受衆發放任務幣，配置專屬兌換活動，併發郵件通知
+
+效果評估：計劃上線後，追蹤目標受衆的APP啓動情況、兌換情況、入金交易情况
+
+#### 使用說明
+
+**第一步：选择創建計劃**
 
 菜單入口：投放系統&gt;運營計畫
 
-以下分別 整理幾個常見運營計畫，逐步導引來建立計畫
+點擊右上角‘創建計劃’，設置計劃名稱（例：12月迴歸獎勵活動）
+
+<img src="/assets/GK36bGjWZobcWUxVEYmcJoHqnpd.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲定時型-單次，2022-12-29 的 14:00 觸發計劃， 對受衆用戶進行觸達
+
+<img src="/assets/Rzmkbi4bmoLz3xxOcc4cBaAZnKf.png" src-width="2534" src-height="964" align="center"/>
+
+**第三步：选择受衆用戶**
+
+賬戶總資產小於200美金 且 累計交易次數大於5次
+
+<img src="/assets/QeQybYdZ6oHFnSxJPJqclVY3n9g.png" src-width="2830" src-height="1576" align="center"/>
+
+**第四步：配置觸達規則**
+
+以郵件的方式給用戶發送APP新版本升級介紹
+
+<img src="/assets/UsmAbfjiMojboZx7GOicz3R8nhg.png" src-width="2218" src-height="1220" align="center"/>
+
+**第五步：設置觸達目標**
+
+用戶收到郵件後，1 天內完成APP啓動
+
+<img src="/assets/DcJibW9LZod8nHxzr3fcnr0qneh.png" src-width="2158" src-height="1060" align="center"/>
+
+### 創建一個 定時型-重複 計劃？
+
+#### 適用場景
+
+場景描述：定期向開戶用戶推送邀請活動
+
+目標受衆：開戶且活躍用戶
+
+運營策略：通過邀請活動 offer 作爲利益點，加深開戶用戶邀請認知，邀請身邊朋友開戶即可領取活動獎勵
+
+效果評估：邀請活動H5的瀏覽量、目標受衆邀請開戶情況
+
+#### 使用說明
+
+**第一步：選擇創建計劃**
+
+菜單入口：投放系統&gt;運營計畫
+
+點擊右上角‘創建計劃’，設置計劃名稱（例：定期邀請開戶活動）
+
+<img src="/assets/Rf48bnGlloWiNFxb0cZc0jLunwc.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：設置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲定時型-重複，設置起止時間爲2023-01-01 至 202-01-31，設置觸達時間爲每週一和每週五的12:30 ，設置觸達次數限制爲同一個用戶5天內最多收到1次邀請活動
+
+<img src="/assets/Jhf7bI0AwoaHIrxWvo1cWSpcnbg.png" src-width="2638" src-height="1170" align="center"/>
+
+**第三步：選擇受衆用戶**
+
+配置條件如下：已開戶用戶 且 最近APP啓動時間在2022-12-01 至 2023-01-31
+
+<img src="/assets/XFRHbJGVfonls6xU10HczNyenif.png" src-width="2836" src-height="1588" align="center"/>
+
+**第四步：配置觸達規則**
+
+以短信的方式給用戶發送邀請活動
+
+<img src="/assets/RaOEbYfaUo24qnx5nQTcgAfKnch.png" src-width="1814" src-height="1024" align="center"/>
+
+**第五步：設置觸達目標**
+
+用戶收到郵件後，4小時內完成邀請活動頁面的瀏覽
+
+<img src="/assets/GLoBbkM1fo5sNkxYlsicHsqonEd.png" src-width="2546" src-height="1122" align="center"/>
+
+### 創建一個 獲取型-API 計劃？
+
+#### 適用場景
+
+場景描述：首發認購預熱
 
-[【場景】如何創建一個定時型 - 單次計劃？](./Gicdw3YEtiDhLYkyLC6cLx79njb) 
+目標受衆：全部用戶
 
-[【場景】如何創建一個 定時型 - 重複 計劃？](./P0E9wXWm4iGRLEkDSX1chq9Jnuh) 
+運營策略：通過APP 彈窗的強提醒方式，引導用戶參與認購
 
-[【場景】如何創建一個 獲取型-API 計劃？](./EPH5wRfGhidNKDkJQi6cYwE3nvS) 
+效果評估：計劃上線後，追蹤目標受衆的APP 彈窗打開率
 
-[【場景】如何創建一個 觸發型 - 完成 A 計劃](./ZYDewLFtuidmgjkzwEBcJvcln5d) 
+#### 使用說明
+
+**第一步：选择創建計劃**
+
+菜單入口：投放系統&gt;運營計畫
+
+點擊右上角‘創建計劃’，設置計劃名稱（例:越南概念ETF認購預熱）
+
+<img src="/assets/Jq2QbtyjOorbZixvAjtcXu4VnBf.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲獲取型-API
+
+<img src="/assets/Q37bbRY3woyXZYxNIWjctDqOnfe.png" src-width="2470" src-height="790" align="center"/>
+
+**第三步：选择受衆用戶**
+
+配置條件如下：全部用戶
+
+<img src="/assets/WfV5bkuirorNhCxmWmrcrBR8nFf.png" src-width="2824" src-height="1586" align="center"/>
+
+**第四步：配置觸達規則**
+
+通過彈窗觸達用戶
+
+<img src="/assets/QAh6bfUTQoqVrFxEqqXczgOynsY.png" src-width="1788" src-height="1022" align="center"/>
+
+彈窗示例：
+
+<img src="/assets/XZENbsXuDoY9DvxuTgQciFprnrb.jpeg" src-width="1080" src-height="2234"/>
+
+**第五步：設置觸達目標**
+
+用戶收到彈窗後，5分鐘內，打開彈窗且彈窗名稱爲南方東英越南30
+
+<img src="/assets/OwAVb3qz6o1Capx5kOTctzVgnBe.png" src-width="2208" src-height="1070" align="center"/>
+
+### 如何創建一個 觸發型-完成A 計劃？
+
+#### 適用場景
+
+場景描述：新用戶註冊12天內，進行持續的內容觸達或引導
+
+目標受衆：新註冊用戶
+
+運營策略：通過多種觸達方式組合，在用戶註冊完成後的不同時間點，向用戶觸達不同類型的內容
+
+效果評估：追蹤目標受衆的轉化情況、留存情況
+
+#### 使用說明
+
+從新用戶註冊1小時到12天，配置多個觸發型計劃，對用戶進行內容投放
+
+<img src="/assets/K8rrbtZUXoA9vBxJtk6cp5p8nVe.png" src-width="3454" src-height="1574" align="center"/>
+
+以註冊4天關注股票引導爲例進行說明
+
+**第一步：选择創建計劃**
+
+菜單入口：投放系統&gt;運營計畫
+
+點擊右上角‘創建計劃’，設置計劃名稱（例：註冊4天關注股票引導）
+
+<img src="/assets/RTb7bTPW6oLcHzx9b9ucuKuPn0b.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲 觸發型-完成 A ，設置觸發事件爲註冊成功，設置延遲4天后對用戶觸達，設置起止時間爲2023-01-01 至 2023-06-30，設置參與次數爲1次
+
+<img src="/assets/EOukbaFb8okdptx5sj0cMCrcnke.png" src-width="2854" src-height="1478" align="center"/>
+
+**第三步：选择受衆用戶**
+
+2023-01-01 至 2023-06-30期間新註冊的用戶
+
+<img src="/assets/JFvtbsPMXoJ5b8xguwPcvb0NnBe.png" src-width="2858" src-height="1582" align="center"/>
+
+**第四步：配置觸達規則**
+
+通過Push觸達用戶
+
+<img src="/assets/T42mbH9DyodaAHxYH9QcsM54n0b.png" src-width="2206" src-height="1178" align="center"/>
+
+Push內容示例：
+
+<img src="/assets/AHYwbb1t4oMqhYxd0EacbOrRnrg.png" src-width="1284" src-height="771"/>
+
+**第五步：設置觸達目標**
+
+用戶收到Push後，5分鐘內，完成Push點擊，點擊push的標題爲：順藤摸瓜，選到更多好股票
+
+<img src="/assets/HCH0bmL8SoswTVxLacIclHzknbd.png" src-width="2200" src-height="1188" align="center"/>
+
+[【場景】如何創建一個 觸發型-完成A 計劃](ZYDewLFtuidmgjkzwEBcJvcln5d) 
+
+### 管理運營計劃
+
+菜單入口：投放系統&gt;運營計畫
 
 當完成運營計畫後，就可以管理運營計畫
 
-系統支持以‘看板模式’與‘列表模式’來切換管理 所配置的運營計畫
+系統支持以 ‘看板模式’與‘列表模式’來切換管理 所配置的運營計畫
 
 <img src="/assets/IpQJbWtfcoED4Lx3Z78cfEuJnAK.png" src-width="3074" src-height="1584" align="center"/>
 
diff --git a/feishu-pages/docs/AmY7wo5zviU2LakZvt9cAupxn0b.md b/feishu-pages/docs/AmY7wo5zviU2LakZvt9cAupxn0b.md
index 82dc0ec2..175be843 100644
--- a/feishu-pages/docs/AmY7wo5zviU2LakZvt9cAupxn0b.md
+++ b/feishu-pages/docs/AmY7wo5zviU2LakZvt9cAupxn0b.md
@@ -21,9 +21,9 @@ sidebar_position: 0
 
 ## 合約操作說明
 
-客戶合約與機構合約的管理，請按下列文檔操作：
+客戶合約與機構合約的管理, 請按下列文檔操作:
 
 客戶合約管理：[客戶合約管理操作](./TNHdw5WjEi8pi1knbtqcEi6KnWe) 
 
-機構合約管理：  [機構合約管理操作](./PgNgwUZLci87HPkPmSRcEfivnhf) 
+機構合約管理:   [機構合約管理操作](./PgNgwUZLci87HPkPmSRcEfivnhf) 
 
diff --git a/feishu-pages/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md b/feishu-pages/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
index 6d1e9d23..08467380 100644
--- a/feishu-pages/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
+++ b/feishu-pages/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
@@ -7,11 +7,11 @@ sidebar_position: 12
 
 # 公告管理
 
-公告管理主要方便劵商運營人員對 App 等交易終端，發出劵商面向客戶的系統相關公告、其中公告可能是下列範圍：
+公告管理主要方便劵商運營人員對APP等交易終端,發出劵商面向客戶的系統相關公告、其中公告可能是下列範圍：
 
 - 經紀業務說明
 - 系統服務變更說明
 - 系統相關升級說明
 
-透過全局公告模組的作業管理，能方便降低劵商對客戶公告的人工處理，提高券商公告的即時效率管理。
+透過全局公告模組的作業管理,能方便降低劵商對客戶公告的人工處理，提高券商公告的即時效率管理。
 
diff --git a/feishu-pages/docs/B0ZlwGIgrijiMQkZuWfcrlZYnvf.md b/feishu-pages/docs/B0ZlwGIgrijiMQkZuWfcrlZYnvf.md
index 341759d2..7041651b 100644
--- a/feishu-pages/docs/B0ZlwGIgrijiMQkZuWfcrlZYnvf.md
+++ b/feishu-pages/docs/B0ZlwGIgrijiMQkZuWfcrlZYnvf.md
@@ -85,9 +85,9 @@ sidebar_position: 1
 
 1. 確認信息後，提交審批，需在工單系統進行審批，審批完成後額度調整方可生效
 
-### 客户 FPS
+### 客户FPS
 
-該菜單主要用於查詢客戶保證金融資授信的 FPS 值（FPS 初始配置可在「客戶參數」查看）及配置自定義 FPS 規則（可在全局 FPS 初始值上按定義維度配置值進行增減計算）。
+該菜單主要用於查詢客戶保證金融資授信的FPS值（FPS初始配置可在「客戶參數」查看） 及配置自定義FPS規則（可在全局FPS初始值上按定義維度配置值進行增減計算）。
 
 **配置****FPS****規則**
 
diff --git a/feishu-pages/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md b/feishu-pages/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
index cf2ba522..1eda65ae 100644
--- a/feishu-pages/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
+++ b/feishu-pages/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：帳戶&gt;凍結解凍&gt; 資產解凍
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶&gt;凍結解凍&gt; 資產解凍</p>
+</div>
 
 若資產凍結時，支持設定到期時間，則系統會在到期時，會自動解凍該資產紀錄；在到期日之前，可以在頁面人工進行解凍
 
diff --git a/feishu-pages/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md b/feishu-pages/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
index 2d4eb4cc..3ecd0654 100644
--- a/feishu-pages/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
+++ b/feishu-pages/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
@@ -1,7 +1,7 @@
 ---
 title: 賬戶
 slug: wbo-account-account
-sidebar_position: 1
+sidebar_position: 0
 ---
 
 
diff --git a/feishu-pages/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md b/feishu-pages/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
index 90b719db..9f27d400 100644
--- a/feishu-pages/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
+++ b/feishu-pages/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
@@ -21,7 +21,7 @@ sidebar_position: 0
 
 執行菜單：基金管理&gt; 公募基金&gt;客戶訂單 Tab 頁籤
 
-在本作業可以查詢到前台 App 端的公募基金訂單紀錄，  可以看到基金訂單的申購/贖的狀態
+在本作業可以查詢到前台 APP 端的公募基金訂單紀錄，  可以看到基金訂單的申購/贖的狀態
 
 <img src="/assets/MMrpbLsIboM1w8x9UovclZIUnje.png" src-width="2986" src-height="1742" align="center"/>
 
@@ -33,7 +33,7 @@ sidebar_position: 0
 
 <img src="/assets/Eg8abABWOoqFUQxDwqbcMIW0nNg.png" src-width="2978" src-height="1708" align="center"/>
 
-注意：系統已改成 透過 行情數據源 自動獲取 公募基金的淨值表（無法租戶 自行新增，避免數據更新錯誤）
+注意： 系統已改成 透過 行情數據源 自動獲取 公募基金的淨值表（無法租戶 自行新增，避免數據更新錯誤）
 
 #### 基金清算
 
@@ -57,7 +57,7 @@ sidebar_position: 0
 
 <img src="/assets/XZh1bTDlioljIRxue9OcEZvQn6d.png" src-width="2974" src-height="1706" align="center"/>
 
-1. 數據回填之後，**點擊核對確認**，進行數據確認，確認提交。若當天沒有訂單，自動核對確認，自動完成交收。
+1. 數據回填之後，**點擊核對確認**，進行數據確認，確認提交。若當天沒有訂單，自動核對確認， 自動完成交收。
 
 <img src="/assets/DhuabdgfDo8uBrx9yCBctCfSnnh.png" src-width="2978" src-height="1272" align="center"/>
 
diff --git a/feishu-pages/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md b/feishu-pages/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
index 870badfe..b82f0192 100644
--- a/feishu-pages/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
+++ b/feishu-pages/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
@@ -1,11 +1,11 @@
 ---
 title: 凍結/解凍
 slug: xxxxxx
-sidebar_position: 2
+sidebar_position: 1
 ---
 
 
 # 凍結/解凍
 
-本作業提供對客戶資產的凍結與解凍處理，操作後會進入工單審批處理
+本作業提供對客戶資產的凍結與解凍處理,操作後會進入工單審批處理
 
diff --git a/feishu-pages/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md b/feishu-pages/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
index d631a646..e720dea9 100644
--- a/feishu-pages/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
+++ b/feishu-pages/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
@@ -31,7 +31,7 @@ sidebar_position: 2
 
 ### **新增分成套餐**
 
-可以在右上角，點擊【新增】，新增一筆分成佣金套餐
+可以在右上角， 點擊【新增】，新增一筆分成佣金套餐
 
 <img src="/assets/FavebviC0ot26nxBMWdc6pCwnNg.png" src-width="3584" src-height="1738" align="center"/>
 
@@ -45,9 +45,9 @@ sidebar_position: 2
 
 字段說明
 
-計費方式：決定用佣金（OR 交易金額）*費率算分傭金額
+計費方式：決定用佣金（OR交易金額）*費率算分傭金額
 
-階梯統計基準：決定用佣金（OR 交易金額）進行階梯的劃分
+階梯統計基準：決定用佣金（OR交易金額）進行階梯的劃分
 
 跨階梯處理方式：決定將統計基準統一用一個費率計算 OR 拆分成多端計算
 
@@ -55,19 +55,19 @@ sidebar_position: 2
 
 <img src="/assets/P11NbZ34KoG8B8xxtfYcDcjFnVb.png" src-width="3584" src-height="1738" align="center"/>
 
-案例 1：按佣金總額的 1% 設置分成套餐，最低收費 2HKD，最高收費 50HKD
+案例1：按佣金總額的1%設置分成套餐，最低收費2HKD，最高收費50HKD
 
 <img src="/assets/AYxbbml32osJQTxT9TxcFkr0nOf.png" src-width="3584" src-height="1738" align="center"/>
 
-案例 2：按照單筆合約的交易金額進行階梯分傭，將交易金額拆分到每個階梯分別算
+案例2：按照單筆合約的交易金額進行階梯分傭，將交易金額拆分到每個階梯分別算
 
-交易金額為 5000 的，1000 按第一個階梯計費，4000（5000-1000）按第二個階梯計費
+交易金額為5000的，1000按第一個階梯計費，4000（5000-1000）按第二個階梯計費
 
 <img src="/assets/VdHkbj0z5oPkmAxBoMscVDN6n3b.png" src-width="3584" src-height="1738" align="center"/>
 
-案例 3：按照單筆合約的交易金額進行階梯分傭，交易金額在哪一個階梯，統一用哪個階梯計費
+案例3：按照單筆合約的交易金額進行階梯分傭，交易金額在哪一個階梯，統一用哪個階梯計費
 
-交易金額為 5000 的，統一按第二個階梯計費
+交易金額為5000的，統一按第二個階梯計費
 
 <img src="/assets/Axn9b1g6Ao7QXhxqeShcm6panJg.png" src-width="3584" src-height="1738" align="center"/>
 
@@ -95,7 +95,7 @@ sidebar_position: 2
 
 <img src="/assets/CIBkbEqeaoE3oXxKHyqc9MSUn48.png" src-width="3584" src-height="1738" align="center"/>
 
-查詢經紀人名下客戶的分佣套餐佣金，是以帳務日期與交易幣種作查詢條件，支持日/月/年的週期報表查詢（报表管理 - 佣金报表），點擊【導出】可將查詢的資料導出
+查詢經紀人名下客戶的分佣套餐佣金，是以帳務日期與交易幣種作查詢條件， 支持日/月/年的週期報表查詢（报表管理-佣金报表），點擊【導出】可將查詢的資料導出
 
 <img src="/assets/SP4wbVY3goIBigxhOQ4crKiynGc.png" src-width="3584" src-height="1738" align="center"/>
 
diff --git a/feishu-pages/docs/D3MZwurWOiWBsHkeLhVc8tR1nbf.md b/feishu-pages/docs/D3MZwurWOiWBsHkeLhVc8tR1nbf.md
index fe673e5c..73c26136 100644
--- a/feishu-pages/docs/D3MZwurWOiWBsHkeLhVc8tR1nbf.md
+++ b/feishu-pages/docs/D3MZwurWOiWBsHkeLhVc8tR1nbf.md
@@ -38,7 +38,7 @@ sidebar_position: 0
 - 入金：點擊後跳轉入金頁面
 - 轉倉：點擊後跳轉轉倉頁面
 - 跳轉鏈接：點擊後可自定義跳轉到配置鏈接地址頁面
-- 開戶 - 入金 - 鏈接：用戶未開戶跳轉開戶，已開戶跳轉入金，入金完成後直接對轉所配置的鏈接頁面。
+- 開戶-入金-鏈接：用戶未開戶跳轉開戶，已開戶跳轉入金，入金完成後直接對轉所配置的鏈接頁面。
 
 <div class="callout callout-bg-3 callout-border-3">
 <p>💡 單個熱區可以添加配置多個熱區點擊事件。</p>
@@ -57,7 +57,7 @@ sidebar_position: 0
 - 入金：點擊後跳轉入金頁面
 - 轉倉：點擊後跳轉轉倉頁面
 - 跳轉鏈接：點擊後可自定義跳轉到配置鏈接地址頁面
-- 開戶 - 入金 - 鏈接：用戶未開戶跳轉開戶，已開戶跳轉入金，入金完成後直接對轉所配置的鏈接頁面。
+- 開戶-入金-鏈接：用戶未開戶跳轉開戶，已開戶跳轉入金，入金完成後直接對轉所配置的鏈接頁面。
 
 1. 文件鏈接配置
 
diff --git a/feishu-pages/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md b/feishu-pages/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
index c8df5093..56258764 100644
--- a/feishu-pages/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
+++ b/feishu-pages/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作說明
 
- 菜單入口：KYC&gt;開戶列表 
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC&gt;開戶列表 </p>
+</div>
 
  以完整的 Dash-Board 方式來整理 KYC 狀態紀錄展示，方便開戶人員能快速定位到各種狀態，方便後續操作處理
 
@@ -51,7 +53,7 @@ TESS 服務展示：
 
 <img src="/assets/KkKObl0mHoOfcaxReKecCXrbnif.png" src-width="3244" src-height="1600" align="center"/>
 
-- 搜索客戶組件，增加展示聯繫手機號、聯繫郵箱、App 帳號（用於用戶登錄 APP）
+- 搜索客戶組件，增加展示聯繫手機號、聯繫郵箱、APP 帳號（用於用戶登錄 APP）
 
 <img src="/assets/NgetbsaQQoQDgbxzgFfcsAf1nlc.png" src-width="1112" src-height="802"/>
 
diff --git a/feishu-pages/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md b/feishu-pages/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
index 569e0655..e5371976 100644
--- a/feishu-pages/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
+++ b/feishu-pages/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
@@ -19,7 +19,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;業務碼&gt;業務管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;業務碼&gt;業務管理</p>
+</div>
 
 進入菜單，查看所有業務碼分組
 
diff --git a/feishu-pages/docs/DUjAw62kGicB7jken4CcBaYpnCd.md b/feishu-pages/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
index f2c8c153..fa3faaea 100644
--- a/feishu-pages/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
+++ b/feishu-pages/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
@@ -1,11 +1,11 @@
 ---
-title: 配置 - 參與者管理
+title: 配置-參與者管理
 slug: bcanmaguanli
 sidebar_position: 2
 ---
 
 
-# 配置 - 參與者管理
+# 配置-參與者管理
 
 ## 適用場景
 
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### 參與者管理
 
@@ -25,7 +27,7 @@ sidebar_position: 2
 
 <img src="/assets/Q7qdbaOgUoKwKAx7AuDcPmX2nTp.png" src-width="3132" src-height="1046" align="center"/>
 
-點選右方上側【新建參與者】，建一筆新的參與者信息
+點選右方上側【新建參與者】， 建一筆新的參與者信息
 
 <img src="/assets/RcElbLLhRoeES5x4wmWc4PdZnwc.png" src-width="3248" src-height="1630" align="center"/>
 
diff --git a/feishu-pages/docs/E2RvwEXp2itkGWknXpdc7dennqg.md b/feishu-pages/docs/E2RvwEXp2itkGWknXpdc7dennqg.md
index 50ca8216..edede1f0 100644
--- a/feishu-pages/docs/E2RvwEXp2itkGWknXpdc7dennqg.md
+++ b/feishu-pages/docs/E2RvwEXp2itkGWknXpdc7dennqg.md
@@ -37,7 +37,7 @@ sidebar_position: 2
 
 <img src="/assets/RcYUbDODqoioYNxcUMLcPycjnbf.png" src-width="2764" src-height="1204" align="center"/>
 
-其中欄位說明如下：
+其中欄位說明如下:
 
 <table>
 <colgroup>
@@ -47,15 +47,15 @@ sidebar_position: 2
 </colgroup>
 <tbody>
 <tr>
-<td><p>期權標的物 </p></td><td><p>Option Symbol </p></td><td><p>期權標的物代碼，例如股票代碼發生變更，則期權標的物也對應發生變更 </p></td></tr>
+<td><p>期權標的物 </p></td><td><p>Option Symbol </p></td><td><p>期權標的物代碼， 例如股票代碼發生變更，則期權標的物也對應發生變更 </p></td></tr>
 <tr>
-<td><p>持倉合約乘數 </p></td><td><p>Contract Multiplier </p></td><td><p>期權乘數。新張數=舊張數* Contract Multiplier </p></td></tr>
+<td><p>持倉合約乘數 </p></td><td><p>Contract Multiplier </p></td><td><p>期權乘數。 新張數=舊張數* Contract Multiplier </p></td></tr>
 <tr>
-<td><p>新乘數 </p></td><td><p>New Multiplier </p></td><td><p>x 行權時每張期權對應正股數 </p></td></tr>
+<td><p>新乘數 </p></td><td><p>New Multiplier </p></td><td><p>x行權時每張期權對應正股數 </p></td></tr>
 <tr>
 <td><p>生效日期 </p></td><td><p>Effective Date </p></td><td><p>規則生效日期 </p></td></tr>
 <tr>
-<td><p>行權價 </p></td><td><p>Stirke Price </p></td><td><p>新行權價，通過公式計算 ｛price｝*2 表示 新行權價=舊行權價 *2 ·<br/> 若行情同步 Strike Divisor，則行權價= ｛price｝/Strike Divisor ·</p></td></tr>
+<td><p>行權價 </p></td><td><p>Stirke Price </p></td><td><p>新行權價，通過公式計算 ｛price｝*2 表示 新行權價=舊行權價 *2 ·<br/> 若行情同步Strike Divisor ，則行權價= ｛price｝/Strike Divisor ·</p></td></tr>
 </tbody>
 </table>
 
diff --git a/feishu-pages/docs/EBhJwi7B3iK621kqa8LclF5Nnsc.md b/feishu-pages/docs/EBhJwi7B3iK621kqa8LclF5Nnsc.md
index 8a92467f..0b066c3a 100644
--- a/feishu-pages/docs/EBhJwi7B3iK621kqa8LclF5Nnsc.md
+++ b/feishu-pages/docs/EBhJwi7B3iK621kqa8LclF5Nnsc.md
@@ -1,15 +1,15 @@
 ---
-title: 場景 - 股權清理 (DS)
+title: 場景-股權清理(DS)
 slug: xxxxxxxxx
 sidebar_position: 7
 ---
 
 
-# 場景 - 股權清理 (DS)
+# 場景-股權清理(DS)
 
 ## 適用場景
 
-操作公司行動股權清理類 (DS) 的權益操作
+操作公司行動股權清理類(DS)的權益操作
 
 ## 前置條件
 
@@ -24,7 +24,7 @@ sidebar_position: 7
 ### **創建**
 
 1. 若手工創建時，預告類型選擇 DS 
-2. 在公司行動管理頁面，點擊【編輯】按鈕，進一步補充資訊。登記日 /執行日 /新增方案，選擇 DS- EXPIRED 方案類型，輸入必填字段（詳見系統基本介紹的**方案類型**段落） 
+2. 在公司行動管理頁面，點擊【編輯 】按鈕，進一步補充資訊。  登記日 /執行日 /新增方案，選擇 DS- EXPIRED 方案類型，輸入必填字段（詳見系統基本介紹的**方案類型**段落） 
 
 ### **登記**
 
diff --git a/feishu-pages/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md b/feishu-pages/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
index 758591eb..92003502 100644
--- a/feishu-pages/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
+++ b/feishu-pages/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
@@ -11,7 +11,7 @@ sidebar_position: 1
 
 一般資產調帳的使用場景如下：
 
-1. 在用户遇到特殊情况时，交易員通過對客戶資產 (現金/期權/股票等) 進行臨时的調增或調减操作，讓客户先完成下單，最终再把錢/券失效掉。
+1. 在用户遇到特殊情况时，交易員通過對客戶資產(現金/期權/股票等)進行臨时的調增或調减操作，讓客户先完成下單，最终再把錢/券失效掉。
 2. 在特殊情况下（如股票公司行动，需要通過手工調整持倉），後台人員需要手工對 现金/股票/基金/期權進行调賬，保障業務的有效進行。
 
 ## 前置条件
@@ -20,9 +20,11 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;調帳&gt; 臨時調帳
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;調帳&gt; 臨時調帳</p>
+</div>
 
 <div class="callout callout-bg-2 callout-border-2">
-<p>📌 1204 版本交互设计优化，发布后补充</p>
+<p>📌 1204版本交互设计优化，发布后补充</p>
 </div>
 
diff --git a/feishu-pages/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md b/feishu-pages/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
index a3b7e9f8..d1698eee 100644
--- a/feishu-pages/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
+++ b/feishu-pages/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;客戶池
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;客戶池</p>
+</div>
 
 本作業支持針對不同的用戶（客戶），進行【分配客經】與【批量備註】與【導出】的操作
 
diff --git a/feishu-pages/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md b/feishu-pages/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
index ea5d2b93..2072f70b 100644
--- a/feishu-pages/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
+++ b/feishu-pages/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
@@ -17,7 +17,7 @@ sidebar_position: 0
 
 ## 操作说明
 
-<div class="callout callout-bg-2 callout-border-2">
-<p>📌 1204 版本交互设计优化，发布后补充</p>
+<div class="callout callout-bg-3 callout-border-3">
+<p>📌 1204版本交互设计优化，发布后补充</p>
 </div>
 
diff --git a/feishu-pages/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md b/feishu-pages/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
index 6b41c55b..7cccba7e 100644
--- a/feishu-pages/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
+++ b/feishu-pages/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;今日完成
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;今日完成</p>
+</div>
 
 主要展示客戶進展、每日跟進、我的日報三個維度的信息。
 
diff --git a/feishu-pages/docs/FDPWw5Jx8iozOwk0K0Sc5Vzxngd.md b/feishu-pages/docs/FDPWw5Jx8iozOwk0K0Sc5Vzxngd.md
index a0fb18be..5f71f536 100644
--- a/feishu-pages/docs/FDPWw5Jx8iozOwk0K0Sc5Vzxngd.md
+++ b/feishu-pages/docs/FDPWw5Jx8iozOwk0K0Sc5Vzxngd.md
@@ -7,7 +7,7 @@ sidebar_position: 0
 
 # 授信額度
 
-客戶若開通 margin 賬戶，後面客戶操作了轉倉/入金，則系統自動會給客戶授信一定的額度，客戶可以進行保證金交易，系統支持自動授信機制（轉倉到賬/入金到賬），整理自動授信流程如下：
+客戶若開通 margin 賬戶，後面客戶操作了轉倉/入金，則系統自動會給客戶授信一定的額度，客戶可以進行保證金交易，系統支持自動授信機制（轉倉到賬/入金到賬）， 整理自動授信流程如下：
 
 <img src="/assets/TvF2bXchDoKX90x3d91caJjRnYq.jpeg" src-width="1874" src-height="1434" align="center"/>
 
diff --git a/feishu-pages/docs/FSjbwfCqpiu2WekgZz1c32IEnkg.md b/feishu-pages/docs/FSjbwfCqpiu2WekgZz1c32IEnkg.md
index ca47f08b..6e370b10 100644
--- a/feishu-pages/docs/FSjbwfCqpiu2WekgZz1c32IEnkg.md
+++ b/feishu-pages/docs/FSjbwfCqpiu2WekgZz1c32IEnkg.md
@@ -29,17 +29,17 @@ sidebar_position: 1
 
 菜單入口：運營系統&gt;權益系統&gt;獎勵中心&gt;獎勵紀錄
 
-批量發放現金 - 點擊批量發放現金獎勵按鈕
+批量發放現金-點擊批量發放現金獎勵按鈕
 
 <img src="/assets/Uzx8bPNgmobTwhxLSEOc7SA4n2g.png" src-width="3246" src-height="280" align="center"/>
 
 <img src="/assets/Y3gqbWsc5ojQhqxwwCdc5iWynwc.png" src-width="3248" src-height="1622" align="center"/>
 
-批量發放實物 - 點擊批量發放實物獎勵按鈕
+批量發放實物-點擊批量發放實物獎勵按鈕
 
 與前述操作相同
 
-批量發放卡券 - 點擊批量發放卡券獎勵按鈕
+批量發放卡券-點擊批量發放卡券獎勵按鈕
 
 與前述操作相同
 
diff --git a/feishu-pages/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md b/feishu-pages/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
index 0f60d6b1..828eab0e 100644
--- a/feishu-pages/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
+++ b/feishu-pages/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
@@ -9,7 +9,7 @@ sidebar_position: 2
 
 ### 適用場景
 
-首先私募基金的業務系統操作流程如下（SOP） :
+首先私募基金的業務系統操作流程如下 （SOP） :
 
 <img src="/assets/IyP7bS33yo6Q61xN2ezc473Cnbb.jpeg" src-width="1160" src-height="1954" align="center"/>
 
@@ -25,15 +25,15 @@ sidebar_position: 2
 
 本作業可以維護一個私募基金的基金資料，也可以管理基金的上架展示
 
-   同時系統提供 基金上架（系統端）與顯示管理（APP 端）
+   同時系統提供 基金上架（系統端）  與顯示管理（APP 端）
 
 【上架】：是指將基金 納入系統交易。并調整时需要標的是上架状態      
 
 【下架】：是指將基金 將無法在系統交易
 
-【顯示】：是指基金可在 App 端展示、搜索和交易 
+【顯示】：是指基金可在 APP 端展示、搜索和交易 
 
-【隱藏】：是指基金在 App 端不展示、不可搜索
+【隱藏】：是指基金在 APP 端不展示、不可搜索
 
 <img src="/assets/OqF3bSz5Woi62vxzZr1c86ainMr.png" src-width="2978" src-height="1644" align="center"/>
 
@@ -69,7 +69,7 @@ sidebar_position: 2
 
 注意：
 
-1. 若後台下單後，在基金委托列表可以查詢對應交易訂單資訊，訂單資訊也會同步到 App 客戶端展示，在未進行日切之前可以進行撤單。
+1. 若後台下單後，在基金委托列表可以查詢對應交易訂單資訊，訂單資訊也會同步到 APP 客戶端展示，在未進行日切之前可以進行撤單。
 2. 已日切的訂單不可重復獲取，但日切之前可以多次前台拉取訂單。
 
 #### 基金清算
@@ -96,21 +96,21 @@ sidebar_position: 2
 
 <img src="/assets/OSEwbwYpOokhj1xwZ85cJ2gpnwf.png" src-width="2990" src-height="1060" align="center"/>
 
-#### App 端列表 
+#### APP 端列表 
 
 執行菜單：基金管理&gt; 私募基金&gt;APP 端列表 Tab 頁籤 
 
-本作業可以維護在 App 端有關於私募基金主體的排序展示順序
+本作業可以維護在 APP 端有關於私募基金主體的排序展示順序
 
 <img src="/assets/OF43b4eI7oOCz4x7pImcvJJhnbc.png" src-width="2990" src-height="914" align="center"/>
 
-可以在右側點選【新建】，新建一個私募基金的排序
+可以在右側點選【 新建】，新建一個私募基金的排序
 
 <img src="/assets/UhYObkl47oEA38xQDlMcmDjWnab.png" src-width="2976" src-height="1414" align="center"/>
 
 設置後，就會影響私募基金在手機端展示排序效果
 
-**App 端展示畫面如下：**
+**APP 端展示畫面如下：**
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/feishu-pages/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md b/feishu-pages/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
index a917dbe1..53ff2b6c 100644
--- a/feishu-pages/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
+++ b/feishu-pages/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
@@ -7,6 +7,8 @@ sidebar_position: 0
 
 # 客户管理系统（CRM)
 
+## 系統設計
+
 Whale CRM 客戶管理系統是以全新整合角度，方便劵商客務團隊來管理服務劵商客戶，包括：
 
 **客戶生命週期管理**、**客戶 ****KYC**** 資料審核**及**帳戶風險管理**** **等。
@@ -20,11 +22,29 @@ Whale CRM 系統能夠解決以下問題：
 
 同時在核心開戶業務上，Whale CRM 系統的設計中，是將開戶業務三種前中後環結同步在一起，對開戶活動作全方位管理：
 
-- 開戶前：從注冊用戶至有效戶的推動進程管理 (CRM 管理)
-- 開戶中：開戶資料提交後 KYC 審核流程 (KYC 流程)
+- 開戶前: 從注冊用戶至有效戶的推動進程管理 (CRM 管理)
+- 開戶中: 開戶資料提交後 KYC 審核流程 (KYC 流程)
 - 開戶後 :開戶後帳戶安全的工單管理 (帳戶管理)
 
 Whale CRM 的整体業務流如下图所示：
 
 <img src="/assets/AmXab5vHuo57Stx4eY5c28BYnh3.jpeg" src-width="1819" src-height="965" align="center"/>
 
+## 首頁Dashboard
+
+在 CRM 首頁上 ，增加工作流節點數量統計與提供摘要性的 Dashboard ，可以點選進入該作業區，方便快速操作
+
+<img src="/assets/IrWGb3mGuoHpdmxINWmcQnuxnyg.png" src-width="2494" src-height="1508" align="center"/>
+
+系統提供 一段區間的 開戶平均耗時與近期開戶成功統計率作為參考 （系統會自動計算）
+
+<img src="/assets/Hcutbz674o6HAmxnRYCcgoQ3nGc.png" src-width="1660" src-height="400" align="center"/>
+
+同時在首頁中右區域提供 CRM 相關常見操作頻率較高的作業快捷入口，方便點選操作
+
+<img src="/assets/ZCe1biDyYoPUIbxlH6PcEAtznRe.png" src-width="2462" src-height="394" align="center"/>
+
+在系統首頁的右下區域也提供更新日誌，可以點選查閱系統更新功能說明
+
+<img src="/assets/ZtLKbeXszoXYR1xDJZCcFr6VnKf.png" src-width="2492" src-height="716" align="center"/>
+
diff --git a/feishu-pages/docs/FykcwRMs6iQdoDkeXB0cbIxjnYg.md b/feishu-pages/docs/FykcwRMs6iQdoDkeXB0cbIxjnYg.md
index acf1961d..82dd6dd6 100644
--- a/feishu-pages/docs/FykcwRMs6iQdoDkeXB0cbIxjnYg.md
+++ b/feishu-pages/docs/FykcwRMs6iQdoDkeXB0cbIxjnYg.md
@@ -1,15 +1,15 @@
 ---
-title: Haircut 管理
+title: Haircut管理
 slug: haircutguanli
 sidebar_position: 8
 ---
 
 
-# Haircut 管理
+# Haircut管理
 
 ## 適用場景
 
-根據 FRR 報表等相關的財務報表要求，需要計算抵押品的折扣價值。
+根據FRR報表等相關的財務報表要求，需要計算抵押品的折扣價值。
 
 <table>
 <colgroup>
@@ -20,7 +20,7 @@ sidebar_position: 8
 <tr>
 <td><p><strong>術語 / 縮略詞</strong></p></td><td><p><strong>說明</strong></p></td></tr>
 <tr>
-<td><p>Haircut</p></td><td><p>在金融學里，<strong>估值折扣</strong>或<strong>剃頭</strong>是指從作為擔保或抵押品的資產市場價值中扣除的百分比。估值折扣的數量反襯出投資者持有資產的風險。但是，貸款人擁有整個資產的擔保物權。​<br/>比如，在投資者看來風險度很低的美國國庫券可能有 1% 的估值折扣，而投資者認為風險度高的股票期權的估值折扣可能高達 30%。換句話說，1000 美元的國庫券可被接納為 990 美元貸款的擔保，而 1000 美元的股票期權僅可作為 700 美元貸款的擔保。</p></td></tr>
+<td><p>Haircut</p></td><td><p>在金融學里，<strong>估值折扣</strong>或<strong>剃頭</strong>是指從作為擔保或抵押品的資產市場價值中扣除的百分比。估值折扣的數量反襯出投資者持有資產的風險。但是，貸款人擁有整個資產的擔保物權。​<br/>比如，在投資者看來風險度很低的美國國庫券可能有1%的估值折扣，而投資者認為風險度高的股票期權的估值折扣可能高達30%。換句話說，1000美元的國庫券可被接納為990美元貸款的擔保，而1000美元的股票期權僅可作為700美元貸款的擔保。</p></td></tr>
 </tbody>
 </table>
 
@@ -32,37 +32,37 @@ sidebar_position: 8
 
 菜單入口：風控管理  &gt; Haircut 管理
 
-### 股票 Haircut 管理
+### 股票Haircut管理
 
-該菜單主要用於管理股票 Haircut。
+該菜單主要用於管理股票Haircut。
 
-列表展示所有已設置 Haircut 的股票列表
+列表展示所有已設置Haircut的股票列表
 
 <img src="/assets/G2QLbTWqQoGy8yxR7E0cU46EnOf.png" src-width="3162" src-height="1132" align="center"/>
 
-可以點選左上角【添加股票 Haircut】添加股票 haircut 紀錄
+可以點選左上角【添加股票 Haircut】 添加股票 haircut 紀錄
 
 <img src="/assets/SjkJbcj6yoIv6IxFfzbcVf1qneb.png" src-width="3166" src-height="664" align="center"/>
 
-也可以在記錄右側操作區點選【編輯】修改股票 haircut 數值
+也可以在記錄右側操作區點選【編輯】 修改股票 haircut 數值
 
 <img src="/assets/RXHCb4QvNofMQBxCsiScjFWVnsc.png" src-width="3182" src-height="690" align="center"/>
 
-頁面也支持批量導入 Haitcut，可以點選左上角【批量導入】 ，可以下載導入模板按照其格式輸入後，進行批量導入操作
+頁面也支持批量導入 Haitcut， 可以點選左上角【批量導入】 ，可以下載導入模板按照其格式輸入後，進行批量導入操作
 
 <img src="/assets/B2qkbewyPoIYkqxOV5lciBvbnmh.png" src-width="3178" src-height="588" align="center"/>
 
-### 指數 Haircut
+### 指數Haircut
 
-該菜單主要用於管理指數 Haircut。
+該菜單主要用於管理指數Haircut。
 
 指數部分與前述股票 Haircut 操作功能相同，但不支持批量導入
 
 <img src="/assets/OZw5br1kgoKdgGxc3jIcslyHnBc.png" src-width="3196" src-height="704" align="center"/>
 
-### Haircut 修改記錄
+### Haircut修改記錄
 
-該菜單用於查詢所有 Haircut 修改記錄。
+該菜單用於查詢所有Haircut修改記錄。
 
 <img src="/assets/MrQGblTujoMbfixqg2QcEiJ4nVf.png" src-width="3158" src-height="974" align="center"/>
 
diff --git a/feishu-pages/docs/G4ddwtkMnisaE2k9E7dcp5zRn4e.md b/feishu-pages/docs/G4ddwtkMnisaE2k9E7dcp5zRn4e.md
index 6fd77c3e..2505bfb8 100644
--- a/feishu-pages/docs/G4ddwtkMnisaE2k9E7dcp5zRn4e.md
+++ b/feishu-pages/docs/G4ddwtkMnisaE2k9E7dcp5zRn4e.md
@@ -80,7 +80,7 @@ sidebar_position: 0
 
 <img src="/assets/Lg0Eb4bxdoV34rxBMUEcGTChned.png" src-width="2926" src-height="1556" align="center"/>
 
-當審核通過後，清算前準備就算完成（文字會提示：已手動通過）
+當審核通過後， 清算前準備就算完成（文字會提示： 已手動通過）
 
 <img src="/assets/GyLLbvKRroHteSxah0jcZFbAnpd.png" src-width="2926" src-height="1558" align="center"/>
 
@@ -113,7 +113,7 @@ sidebar_position: 0
 <tr>
 <td><p>款項證劵</p></td><td><p>入金審核</p></td><td><p>款項管理&gt;入金&gt;入金審核 Tab</p></td><td><p>日終清算</p></td></tr>
 <tr>
-<td></td><td><p>出金審核</p></td><td><p>款項管理&gt;出金&gt;出金申請（未處理）Tab</p></td><td><p>日終清算</p></td></tr>
+<td></td><td><p>出金審核</p></td><td><p>款項管理&gt;出金&gt;出金申請（未處理） Tab</p></td><td><p>日終清算</p></td></tr>
 <tr>
 <td></td><td><p>換匯審核</p></td><td><p>款項管理&gt;換匯&gt;客戶匯兌 Tab</p></td><td><p>日終清算</p></td></tr>
 <tr>
@@ -151,9 +151,9 @@ sidebar_position: 0
 
 ### 市場清算**一鍵清算**
 
-當清算前準備執行完畢後，就可以點選有上方【開始一鍵清算】功能鍵，系統會自動從第一步開始執行，一直到清算交收作業（當沒有錯誤發生時，系統會自動續執行下個作業）
+當清算前準備執行完畢後，就可以點選有上方【開始一鍵清算】功能鍵，系統會自動從第一步開始執行，一直到清算交收作業（ 當沒有錯誤發生時，系統會自動續執行下個作業）
 
-注：若有需要可點選 '暫停一鍵清算'，但系統會等當時作業執行完畢後，才開始暫停下一動作（功能鍵會變灰）
+注： 若有需要可點選 '暫停一鍵清算'，但系統會等當時作業執行完畢後，才開始暫停下一動作（功能鍵會變灰）
 
 <img src="/assets/G5dDbVQOiohE3VxmjQjcDnVJnjb.png" src-width="2916" src-height="1546" align="center"/>
 
@@ -169,7 +169,7 @@ sidebar_position: 0
 
 此時可根據業務需要手動點選右側下方相關的作業操作，來檢查或修正紀錄或著 往下一鍵算操作，系統會自動執行下一個作業
 
-注意：在一鍵清算過程中，可以依賴系統的一鍵清算操作（自動執行所有作業），也可以自行 點選作業自行操作
+注意： 在一鍵清算過程中，可以依賴系統的一鍵清算操作（自動執行所有作業），也可以自行 點選作業自行操作
 
 <img src="/assets/YqB6bZ1iooifYNxBapNcaeI9nEh.png" src-width="2922" src-height="1556" align="center"/>
 
@@ -187,7 +187,7 @@ sidebar_position: 0
 
 **對帳結果查詢**
 
-可在**清算****檢查 - 交易對賬**頁面分別查詢各市場的交易對帳
+可在**清算****檢查-交易對賬**頁面分別查詢各市場的交易對帳
 
 每次點擊檢查會生成最新的檢查結果，只需要維護最新的檢查結果
 
@@ -314,7 +314,7 @@ sidebar_position: 0
 
 #### SI/ATI 指令導出
 
-執行完日切流程后，後面根據交收時段，產生交收指令導出
+執行完日切流程后，後面根據交收時段,產生交收指令導出
 
 指令導出詳見 [文件處理](./MaOTwGf6ziQLxEkvArNcmUCCnCe) 
 
diff --git a/feishu-pages/docs/G6IywVNy7izanCkpvEvcMFpdnmc.md b/feishu-pages/docs/G6IywVNy7izanCkpvEvcMFpdnmc.md
index 7b332472..0dab311c 100644
--- a/feishu-pages/docs/G6IywVNy7izanCkpvEvcMFpdnmc.md
+++ b/feishu-pages/docs/G6IywVNy7izanCkpvEvcMFpdnmc.md
@@ -30,7 +30,7 @@ sidebar_position: 2
 1. 规则配置
 
 <div class="callout callout-bg-2 callout-border-2">
-<p>📌 1204 版本有迭代，待上线后更新</p>
+<p>📌 1204版本有迭代，待上线后更新</p>
 </div>
 
 ### 歷史記錄
diff --git a/feishu-pages/docs/GUtBwj3CninF35k2Isrc5HFJnzd.md b/feishu-pages/docs/GUtBwj3CninF35k2Isrc5HFJnzd.md
index 4abeef94..34cbd248 100644
--- a/feishu-pages/docs/GUtBwj3CninF35k2Isrc5HFJnzd.md
+++ b/feishu-pages/docs/GUtBwj3CninF35k2Isrc5HFJnzd.md
@@ -81,7 +81,7 @@ sidebar_position: 0
 <li>已結束（已過活動結束時間）：查看</li>
 </ul></td></tr>
 <tr>
-<td><p>活動時間</p></td><td><p>顯示開始時間 - 結束時間；</p></td></tr>
+<td><p>活動時間</p></td><td><p>顯示開始時間-結束時間；</p></td></tr>
 <tr>
 <td><p>創建時間</p></td><td><p>活動創建時間</p></td></tr>
 </tbody>
@@ -105,9 +105,9 @@ sidebar_position: 0
 <tr>
 <td><p>開戶</p></td><td><p>完成開戶動作且開戶審批通過，開戶成功</p></td><td></td></tr>
 <tr>
-<td><p>淨轉入</p></td><td rowspan="3"><p>活动期间内，账户内資金是否達到設定閾值</p></td><td><p>入金 + 转入 - 出金 - 出仓的累计金额</p></td></tr>
+<td><p>淨轉入</p></td><td rowspan="3"><p>活动期间内，账户内資金是否達到設定閾值</p></td><td><p>入金+转入-出金-出仓的累计金额</p></td></tr>
 <tr>
-<td><p>淨入金</p></td><td><p>入金 - 出金 - 出仓的累计金额</p></td></tr>
+<td><p>淨入金</p></td><td><p>入金-出金-出仓的累计金额</p></td></tr>
 <tr>
 <td><p>淨轉倉</p></td><td><p>转入+min（0，净入金金额）的累计金额</p></td></tr>
 <tr>
diff --git a/feishu-pages/docs/GWfowEsWii1zy9kUIE4cM2Ymnad.md b/feishu-pages/docs/GWfowEsWii1zy9kUIE4cM2Ymnad.md
index 3509239c..751fce70 100644
--- a/feishu-pages/docs/GWfowEsWii1zy9kUIE4cM2Ymnad.md
+++ b/feishu-pages/docs/GWfowEsWii1zy9kUIE4cM2Ymnad.md
@@ -103,7 +103,7 @@ sidebar_position: 1
 
 <img src="/assets/TkVAbY38uoyCQRxoVB6cXwVEnhb.png" src-width="696" src-height="632"/>
 
-- 頁面配置 - 當前頁面主要參數配置
+- 頁面配置-當前頁面主要參數配置
 
 1. 多語言設置
 
diff --git a/feishu-pages/docs/GhdWwm72LicoNykrY8KcJm2wnEc.md b/feishu-pages/docs/GhdWwm72LicoNykrY8KcJm2wnEc.md
index e22abc61..d9bcd46b 100644
--- a/feishu-pages/docs/GhdWwm72LicoNykrY8KcJm2wnEc.md
+++ b/feishu-pages/docs/GhdWwm72LicoNykrY8KcJm2wnEc.md
@@ -13,7 +13,7 @@ sidebar_position: 1
 
 <img src="/assets/Z1EWbAKzeobvyjxihTocH31Unlg.png" src-width="1276" src-height="920"/>
 
-在整體架構上，活動系統的管理就是完成整個 OPA 運營系統中的核心活動管理，透過活動模板配置，協助劵商租戶完成多場景/多營銷面向的活動管理
+在整體架構上，活動系統的管理就是完成整個 OPA 運營系統中的核心活動管理，透過活動模板配置 ，協助劵商租戶完成多場景/多營銷面向的活動管理
 
 <img src="/assets/J6S3bdNgXoTFgWx8WAMca1KcnXg.png" src-width="1334" src-height="818"/>
 
@@ -47,7 +47,7 @@ sidebar_position: 1
 
 執行菜單：運營系統&gt; 活動系統&gt;標準活動管理
 
-首先查活動配置是否正確，點擊對應活動後方詳情進入查看活動規則配置，確認配置的對應規則和獎勵是否正確？
+首先查活動配置是否正確，點擊對應活動後方詳情進入查看活動規則配置，確認配置的對應規則和獎勵是否正確 ？
 
 <img src="/assets/XJ46bd9a8oSyrkx6Th0csAWEnoe.png" src-width="3228" src-height="1502" align="center"/>
 
diff --git a/feishu-pages/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md b/feishu-pages/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
index 1f0618bd..ee28d475 100644
--- a/feishu-pages/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
+++ b/feishu-pages/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
@@ -9,7 +9,7 @@ sidebar_position: 0
 
 ## 適用場景
 
-該菜單可以針對客戶的現金賬戶/股票賬戶/基金賬戶來做資產凍結處理，支持單一凍結與批量凍結操作。
+該菜單可以針對客戶的現金賬戶/股票賬戶/基金賬戶來做資產凍結處理， 支持單一凍結與批量凍結操作。
 
 ## 前置条件
 
@@ -17,13 +17,15 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜單入口：賬戶&gt;凍結解凍&gt; 資產凍結
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：賬戶&gt;凍結解凍&gt; 資產凍結</p>
+</div>
 
 可以選擇不同的資產類型進入資產凍結操作，目前支持現金、股票和基金。
 
 <img src="/assets/NY2JbomRMoPSwbxwvllctcsEnUf.png" src-width="1874" src-height="206" align="center"/>
 
-在 Tab 頁籤時，可以在右上角，點擊【申請凍結】來增加一筆資產凍結的申請，申請資料提交後會進入工單系統，由相對應審批崗位來審批，同時也增加間到期時間，到期時會自動解凍
+在Tab 頁籤時，可以在右上角，點擊【申請凍結】來增加一筆資產凍結的申請，申請資料提交後會進入工單系統，由相對應審批崗位來審批，同時也增加間到期時間，到期時會自動解凍
 
 <img src="/assets/AWhTb7XqLo3idwxs94zcg0ZGnme.png" src-width="3232" src-height="1614" align="center"/>
 
diff --git a/feishu-pages/docs/HIYMwktOui1w6skOympcYuAKnLc.md b/feishu-pages/docs/HIYMwktOui1w6skOympcYuAKnLc.md
index f75ffceb..8eb6eb85 100644
--- a/feishu-pages/docs/HIYMwktOui1w6skOympcYuAKnLc.md
+++ b/feishu-pages/docs/HIYMwktOui1w6skOympcYuAKnLc.md
@@ -7,7 +7,7 @@ sidebar_position: 3
 
 # PageHub
 
-Pagehub 是 Whale 提供的 可視化頁面搭建作業工具，方便運營人員通過組件拖拽無需技術開發，就可自行搭建行銷相關頁面 (H5 web page) 進行發佈。
+Pagehub 是 Whale 提供的 可視化頁面搭建作業工具，方便運營人員通過組件拖拽無需技術開發，就可自行搭建行銷相關頁面(H5 web page)進行發佈。
 
 <img src="/assets/VpPUbC0ihoMCGKxpUHRcLNA4n2d.png" src-width="2782" src-height="2032"/>
 
diff --git a/feishu-pages/docs/HXpow2zeIif4nFkNWNacUQYunZb.md b/feishu-pages/docs/HXpow2zeIif4nFkNWNacUQYunZb.md
index 0420c067..f39d9838 100644
--- a/feishu-pages/docs/HXpow2zeIif4nFkNWNacUQYunZb.md
+++ b/feishu-pages/docs/HXpow2zeIif4nFkNWNacUQYunZb.md
@@ -37,11 +37,11 @@ sidebar_position: 1
 
 執行菜單：經紀人管理&gt; 團隊與經紀人&gt;經紀人管理
 
-點擊右上方「新建」可建立經紀人資料，創建經紀人成功後，系統會自動同步創建後台用戶帳號（經紀人帳號可以登錄 WTT 客戶端）
+點擊右上方「新建」可建立經紀人資料，創建經紀人成功後，系統會自動同步創建後台用戶帳號（經紀人帳號可以登錄WTT客戶端）
 
 <img src="/assets/AORNbwBeBopDqhxL6ZCcaHpZnye.png" src-width="3350" src-height="1690" align="center"/>
 
-注意：系統在創建經紀人時，經紀人的券商郵箱號是唯一校驗的判斷
+注意： 系統在創建經紀人時，經紀人的券商郵箱號是唯一校驗的判斷
 
 創建成功後，可以在顯示記錄的右側操作區進行操作： 「詳情」/「編輯」/「凍結」/「下級管理」
 
@@ -49,7 +49,7 @@ sidebar_position: 1
 
 「編輯」在修改經紀人分傭套餐時，支持同步修改其下客戶的分傭套餐配置（可選項）
 
-「凍結」，凍結經紀人操作後，該經紀人將無法使用賬號登錄 WTT；
+「凍結」，凍結經紀人操作後，該經紀人將無法使用賬號登錄WTT；
 
 「下級管理」，該功能已遷移至“身份管理&gt;人員管理”，查到對應的經紀人用戶進行“數據權限”的編輯；
 
diff --git a/feishu-pages/docs/Hb5AwXXa2izF6nkJ0hAcAZUlnJe.md b/feishu-pages/docs/Hb5AwXXa2izF6nkJ0hAcAZUlnJe.md
index 6024980d..5001d8ef 100644
--- a/feishu-pages/docs/Hb5AwXXa2izF6nkJ0hAcAZUlnJe.md
+++ b/feishu-pages/docs/Hb5AwXXa2izF6nkJ0hAcAZUlnJe.md
@@ -13,7 +13,7 @@ sidebar_position: 2
 
 ## 前置條件
 
-劵商租戶採購了 OPA 營銷系統旗艦版本，同時購買了 Whale 標準化解決方案的券商才提供此項服務。
+劵商租戶採購了OPA 營銷系統旗艦版本，同時購買了 Whale 標準化解決方案的券商才提供此項服務。
 
 ## 操作說明
 
@@ -21,9 +21,9 @@ sidebar_position: 2
 
 <img src="/assets/BEVdbM8Hno81aCxPWDBce1DMnxH.png" src-width="2094" src-height="554" align="center"/>
 
-如圖：一個手機用戶在一個 App 下會生成當前 App 唯一邀請碼，手機用戶將自己邀請碼分享給好友，好友即可填寫綁定。綁定後會更新在邀請關係清單中
+如圖：一個手機用戶在一個App下會生成當前App唯一邀請碼，手機用戶將自己邀請碼分享給好友，好友即可填寫綁定。 綁定後會更新在邀請關係清單中
 
-本作業提供 3 種常見的邀請方式 (注冊/開戶/入金),可以根據邀請碼來綁定邀請關係
+本作業提供3種常見的邀請方式 (注冊/開戶/入金),可以根據邀請碼來綁定邀請關係
 
 <img src="/assets/F4gNbW7b3onETUxOPbTc9XClnag.png" src-width="2338" src-height="1328" align="center"/>
 
diff --git a/feishu-pages/docs/Heqjw9lwgi8ATikba54cEe5Enee.md b/feishu-pages/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
index 2969e98c..4b922b27 100644
--- a/feishu-pages/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
+++ b/feishu-pages/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
@@ -17,7 +17,9 @@ sidebar_position: 4
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;客戶經理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;客戶經理</p>
+</div>
 
 本作業可以維護管理 CRM 相關客務團隊職務人員，包括客戶經理的增刪改查、二維碼、離職等信息
 
diff --git a/feishu-pages/docs/Hz5hwloiyiaAQSk4tVHc30wYnTh.md b/feishu-pages/docs/Hz5hwloiyiaAQSk4tVHc30wYnTh.md
index 1cb348a7..983a2f1f 100644
--- a/feishu-pages/docs/Hz5hwloiyiaAQSk4tVHc30wYnTh.md
+++ b/feishu-pages/docs/Hz5hwloiyiaAQSk4tVHc30wYnTh.md
@@ -17,7 +17,7 @@ sidebar_position: 5
 
 ## 操作说明
 
-菜單入口：清算管理 &gt; 市場管理 - 颱風天處理
+菜單入口：清算管理 &gt; 市場管理-颱風天處理
 
 ### 颱風天全日市
 
diff --git a/feishu-pages/docs/IEzzwtXSwiQRlfk5MxXcixFYn0f.md b/feishu-pages/docs/IEzzwtXSwiQRlfk5MxXcixFYn0f.md
index 0224aa4e..21602516 100644
--- a/feishu-pages/docs/IEzzwtXSwiQRlfk5MxXcixFYn0f.md
+++ b/feishu-pages/docs/IEzzwtXSwiQRlfk5MxXcixFYn0f.md
@@ -11,7 +11,7 @@ OPERATION-ADMIN（簡稱 OPA）運營系統是 Whale 針對劵商客戶營銷所
 
 <img src="/assets/KmiYbhbDAoAHxXxdPphcQWeLnCg.png" src-width="2464" src-height="984" align="center"/>
 
-同時整個 OPA 運營系統的核心作業，提供了全鏈路的營銷運營管理，包含下列層級：
+同時整個 OPA 運營系統的核心作業， 提供了全鏈路的營銷運營管理，包含下列層級：
 
      
 
diff --git a/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md b/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md
index e95d4117..9a4abfeb 100644
--- a/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md
+++ b/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md
@@ -53,10 +53,10 @@ Whale 針對單元作業 也提供基礎體驗優化，以下是常見的一些
 </colgroup>
 <tbody>
 <tr>
-<td><p><strong>欄位輸入提示</strong></p></td><td><p>一些欄位會有特別的文字輸入提示，方便操作指引</p></td><td><img src="/assets/GuqvbQSfAogJwlxnmI9cmV4Yndb.png" src-width="994" src-height="180"/>
+<td><p><strong>欄位輸入提示</strong></p></td><td><p>一些欄位會有特別的文字輸入提示， 方便操作指引</p></td><td><img src="/assets/GuqvbQSfAogJwlxnmI9cmV4Yndb.png" src-width="994" src-height="180"/>
 <img src="/assets/JxKXb6AJOoPMc1x7BLUcHhkynde.png" src-width="922" src-height="164"/></td></tr>
 <tr>
-<td><p><strong>日期欄位</strong></p></td><td><p>點選日期框就會出現日曆選項，<br/>方便點擊選擇</p></td><td><img src="/assets/NTOBbLsDboqJztxP4Hrc8285nlc.png" src-width="1176" src-height="734"/></td></tr>
+<td><p><strong>日期欄位</strong></p></td><td><p>點選日期框就會出現日曆選項 ，<br/>方便點擊選擇</p></td><td><img src="/assets/NTOBbLsDboqJztxP4Hrc8285nlc.png" src-width="1176" src-height="734"/></td></tr>
 <tr>
 <td><p><strong>Combox 欄位</strong></p></td><td><p>點擊 Combox 的向下箭頭框就會出現 Combox 項目選擇</p></td><td><div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/feishu-pages/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md b/feishu-pages/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
index 1b94f13a..3273700b 100644
--- a/feishu-pages/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
+++ b/feishu-pages/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
@@ -9,7 +9,7 @@ sidebar_position: 1
 
 ## 適用場景
 
-管理員可以維護及配置使用者與上手之前的 BCAN 碼區間段
+管理員可以維護及配置使用者與上手之前的BCAN碼區間段
 
 ## 前置条件
 
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### BCAN 區間
 
@@ -29,7 +31,7 @@ sidebar_position: 1
 
 <img src="/assets/QzpGbweFUo4tmlxpVSGcq9BqnKg.png" src-width="3242" src-height="810" align="center"/>
 
-點選右方上側【新建區間】，新建一筆新的 BCAN 區間
+點選右方上側【新建區間】， 新建一筆新的 BCAN 區間
 
 <img src="/assets/OoSNbUvJnoIaROx99cucfr9ynDb.png" src-width="3248" src-height="1624" align="center"/>
 
@@ -42,11 +44,11 @@ sidebar_position: 1
 </colgroup>
 <tbody>
 <tr>
-<td><p><strong>港股<strong><strong>EP</strong></strong>模式</strong></p></td><td><p><strong>港股 Non-EP 模式</strong></p></td></tr>
+<td><p><strong>港股<strong><strong>EP</strong></strong>模式</strong></p></td><td><p><strong>港股Non-EP模式</strong></p></td></tr>
 <tr>
 <td><p>CCEP：選擇當前租戶選項<br/>使用者：選擇當前租戶選項<br/>是否上報：選擇‘是’<br/>起始編號/結束編號：手動輸入配置· </p></td><td><p>CCEP：選擇‘lb’選項<br/>使用者：選擇當前租戶選項<br/> 是否上報：選擇‘是’<br/> 起始編號/結束編號：手動輸入配置·</p></td></tr>
 <tr>
-<td colspan="2"><p>注意：（‘1’ - ‘99’是交易所自測區間，不可使用，不可用‘0’前置占位，建議按 lb 提供的區間配置）</p></td></tr>
+<td colspan="2"><p>注意：（‘1’-‘99’是交易所自測區間，不可使用，不可用‘0’前置占位，建議按lb提供的區間配置）</p></td></tr>
 </tbody>
 </table>
 
diff --git a/feishu-pages/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md b/feishu-pages/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
index a0286ece..9f4516d1 100644
--- a/feishu-pages/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
+++ b/feishu-pages/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
@@ -9,7 +9,7 @@ sidebar_position: 8
 
 ## 適用場景
 
-操作選股選息相關的 BE 類權益行動
+操作選股選息相關的BE類權益行動
 
 ## 前置條件
 
@@ -28,7 +28,7 @@ sidebar_position: 8
 
 過戶費收取選擇是 
 
-輸入選擇開始日期、內部選擇結束日期（内部是對劵商客户開放的選擇時間）、外部選擇結束日期 
+輸入選擇開始日期、內部選擇結束日期 （内部是對劵商客户開放的選擇時間）、外部選擇結束日期 
 
      （外部是劵商對外上報的時間篩選用）
 
@@ -44,7 +44,7 @@ sidebar_position: 8
 
 ### **客戶選擇** 
 
-過戶完成後，點擊【指令收集】。操作後，系統會發送消息通知（APP+客戶端）客戶。在選擇開始日期後到內部選擇結束日期之間，客戶可以在 App 上進行選股選息
+過戶完成後，點擊【指令收集】。操作後，系統會發送消息通知（APP+客戶端）客戶。 在選擇開始日期後到內部選擇結束日期之間，客戶可以在 APP 上進行選股選息
 
 <img src="/assets/NqwobZYwso02hsxrUlpcA3hentd.png" src-width="2902" src-height="1552" align="center"/>
 
diff --git a/feishu-pages/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md b/feishu-pages/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
index 6e0a2ada..d1b1ad9e 100644
--- a/feishu-pages/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
+++ b/feishu-pages/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;紀錄查詢
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;紀錄查詢</p>
+</div>
 
 本作業可以查詢管理帳戶的操作記錄與登錄設備紀錄
 
diff --git a/feishu-pages/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md b/feishu-pages/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
index a0db6879..6d07a3ab 100644
--- a/feishu-pages/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
+++ b/feishu-pages/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
@@ -18,9 +18,11 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;資產調撥&gt; 帳戶間轉倉
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;資產調撥&gt; 帳戶間轉倉</p>
+</div>
 
-列表頁記錄包含後台操作流水和客戶 App 上自主操作的轉倉流水
+列表頁記錄包含後台操作流水和客戶App上自主操作的轉倉流水
 
 在列表頁的右上角點擊【轉倉】可以進入帳户間轉倉
 
@@ -29,7 +31,7 @@ sidebar_position: 1
 轉倉操作頁面確認轉出方並選擇轉倉類型後，系統會自動匹配轉入方支持選擇​
 
 1. 轉給主帳戶：若轉入方為子帳戶，可以轉給該賬戶對應的主帳戶​
-2. 轉給子帳戶：若轉入方為主帳戶（非 OB 客戶），可以轉給其下的子帳戶；若轉入方為子帳戶，可以轉給同一客戶的其他子帳戶
+2. 轉給子帳戶：若轉入方為主帳戶（非OB客戶），可以轉給其下的子帳戶；若轉入方為子帳戶，可以轉給同一客戶的其他子帳戶
 
 <img src="/assets/Ac03bznFeo6u1IxzObIcapjwnth.png" src-width="3268" src-height="1724" align="center"/>
 
diff --git a/feishu-pages/docs/Jo0aw17Meiih1RkxxnVcRLmjnpf.md b/feishu-pages/docs/Jo0aw17Meiih1RkxxnVcRLmjnpf.md
index ef993b41..2514a59d 100644
--- a/feishu-pages/docs/Jo0aw17Meiih1RkxxnVcRLmjnpf.md
+++ b/feishu-pages/docs/Jo0aw17Meiih1RkxxnVcRLmjnpf.md
@@ -1,11 +1,11 @@
 ---
-title: 場景 - 牛熊證回收處理
+title: 場景-牛熊證回收處理
 slug: xxxxxxxxx
 sidebar_position: 4
 ---
 
 
-# 場景 - 牛熊證回收處理
+# 場景-牛熊證回收處理
 
 ## 適用場景
 
@@ -22,14 +22,14 @@ sidebar_position: 4
 1. 在公司行動管理，手工創建公司行動。預告類型選擇 TM，標的欄位輸入牛熊證編號，預告編號不可重複使用 
 2. 港股系統是自動創建，導入 05 文件後，根據 05 文件數據每日生成有持倉的公司行動。每日下午 5 點半，上午 9 點左右執行
 3. 美股需要人工創建
-    1. 日期類型 + 日期配合使用，決定了預告內填充的日期字段
+    1. 日期類型+日期配合使用，決定了預告內填充的日期字段
         1. 選擇登記日的，則只填充股權登記日
         2. 填充除淨日的，則填充除淨日，並且自動處理填充股權登記日。美股股權登記日=除淨日 +1+1；港股股權登記日=除淨日 +1
         3. 注意：系統處理時真正使用的是股權登記日字段，以此字段拉取持倉（詳見各類型**登記步驟**說明）
 
 <img src="/assets/VavQbXtgOo2c9zxH9GfclprPnlc.png" src-width="3426" src-height="1360" align="center"/>
 
-1. 在公司行動管理頁面，點擊記錄右側操作區【編輯】按鈕，進一步補充資訊。輸入股權登記日和支付日期，然後點擊「新增」，選擇「**TM-EXPIRED」**方案類型，只需輸入必填欄位（詳見系統基本介紹的**方案類型**段落）
+1. 在公司行動管理頁面，點擊記錄右側操作區【編輯】按鈕，進一步補充資訊。 輸入股權登記日和支付日期 ，然後點擊「新增」，選擇「**TM-EXPIRED」**方案類型，只需輸入必填欄位（詳見系統基本介紹的**方案類型**段落）
 
 <img src="/assets/NC8HbCOK6oLxmUx0lsscYT5rnEh.png" src-width="3410" src-height="1632" align="center"/>
 
@@ -54,11 +54,11 @@ sidebar_position: 4
 
 ### **上報回填**
 
-牛熊證一般都是在上游返還剩餘價值後再開始登記公司行動，登記後可直接按返還的金額進行尾差處理，在操作區域點擊尾差調整
+牛熊證一般都是在上游返還剩餘價值後再開始登記公司行動，登記後可直接按返還的金額進行尾差處理 ，在操作區域點擊尾差調整
 
 <img src="/assets/LyyzbDRNhoTn2HxGjFocbOm1niK.png" src-width="3390" src-height="1464" align="center"/>
 
-在顯示當前的所有客戶匯總數據後，點擊【編輯】 
+在顯示當前的所有客戶匯總數據後，點擊【編輯 】 
 
 <img src="/assets/WqojbbD9ZoQGTtxq9Iscs4O6nkh.png" src-width="3412" src-height="782" align="center"/>
 
@@ -70,7 +70,7 @@ sidebar_position: 4
 
 ### **執行**
 
-尾差處理完畢後，選中預告點擊【提交執行】，提交審核
+尾差處理完畢後，選中預告點擊【提交執行 】，提交審核
 
 <img src="/assets/ZZEWbMSppoHOH4xvW7CcuYoFnPf.png" src-width="2682" src-height="1620" align="center"/>
 
@@ -78,11 +78,11 @@ sidebar_position: 4
 
 <img src="/assets/C2eXbC9zvooBTwxkUv2cQ3HdnAf.png" src-width="2682" src-height="1626" align="center"/>
 
-接下來可點擊【執行復核】
+接下來可點擊【執行復核 】
 
 <img src="/assets/ZyuabPx2poiK3WxA9pTcRkoQn6g.png" src-width="2672" src-height="1622" align="center"/>
 
-再次核對數據後，點擊【審批通過】。審批後系統將調用 RMS（資產管理系統）進行資產變動。執行後，可在客戶帳户中查看
+再次核對數據後，點擊【審批通過 】。審批後系統將調用 RMS（資產管理系統）進行資產變動。執行後，可在客戶帳户中查看
 
 <img src="/assets/CYdxbVcP2o2rrixHhzdcxAMsnlf.png" src-width="2668" src-height="1642" align="center"/>
 
diff --git a/feishu-pages/docs/JpxbwF8HGiJbcskusmdciMf2nm8.md b/feishu-pages/docs/JpxbwF8HGiJbcskusmdciMf2nm8.md
index 9dc75bd1..274937db 100644
--- a/feishu-pages/docs/JpxbwF8HGiJbcskusmdciMf2nm8.md
+++ b/feishu-pages/docs/JpxbwF8HGiJbcskusmdciMf2nm8.md
@@ -23,7 +23,7 @@ sidebar_position: 5
 
 該菜單用於查詢所有給過交易額度的客戶，並支持新增、修改和生效/失效額度。
 
-1. 頁面可通過【設置】設置 margin call 時是否自動失效交易額度，默認開啓自動失效，可以進行修改，詳細可見設置頁面提示
+1. 頁面可通過【設置】設置margin call時是否自動失效交易額度，默認開啓自動失效，可以進行修改，詳細可見設置頁面提示
 
 <img src="/assets/QWY9bCfDnoxLunxYDyLczMULnEh.png" src-width="3244" src-height="1092" align="center"/>
 
diff --git a/feishu-pages/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md b/feishu-pages/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
index ce092403..c545e9a8 100644
--- a/feishu-pages/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
+++ b/feishu-pages/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
@@ -16,15 +16,15 @@ sidebar_position: 0
 <tr>
 <td><p><strong>名詞</strong></p></td><td><p><strong>解釋</strong></p></td></tr>
 <tr>
-<td><p><strong>運營計劃</strong></p></td><td><p>運營計劃是投放系統的基礎模塊，幫助運營人員快速創建計劃，以某種觸達方式（短信、郵件、App Banner、App 推送、App 彈窗等）對滿足一定條件的目標受衆進行觸達。如，新用戶的任務觸達、開戶未入金用戶的專題活動觸達等。</p></td></tr>
+<td><p><strong>運營計劃</strong></p></td><td><p>運營計劃是投放系統的基礎模塊，幫助運營人員快速創建計劃，以某種觸達方式（短信、郵件、APP Banner、App 推送、APP 彈窗等）對滿足一定條件的目標受衆進行觸達。如，新用戶的任務觸達、開戶未入金用戶的專題活動觸達等。</p></td></tr>
 <tr>
-<td><p><strong>定時型 - 單次</strong></p></td><td><p>運營計劃的一種，主要用於創建單次執行的計劃，固定時間發送。如，活動預熱的推送提醒。</p></td></tr>
+<td><p><strong>定時型-單次</strong></p></td><td><p>運營計劃的一種，主要用於創建單次執行的計劃，固定時間發送。如，活動預熱的推送提醒。</p></td></tr>
 <tr>
-<td><p><strong>定時型 - 重複</strong></p></td><td><p>運營計劃的一種，主要用於創建重複執行的計劃，每個週期固定的一個或多個時間發送。如，新用戶首個週期內的新人任務禮包領取提醒。</p></td></tr>
+<td><p><strong>定時型-重複</strong></p></td><td><p>運營計劃的一種，主要用於創建重複執行的計劃，每個週期固定的一個或多個時間發送。如，新用戶首個週期內的新人任務禮包領取提醒。</p></td></tr>
 <tr>
-<td><p><strong>獲取型-API</strong></p></td><td><p>運營計劃的一種，主要用於創建被動請求型計劃，當用戶啓動 App 後進行觸達，包含 App Banner 和 App 彈窗。如，新股認購的彈窗和 Banner 提醒。</p></td></tr>
+<td><p><strong>獲取型-API</strong></p></td><td><p>運營計劃的一種，主要用於創建被動請求型計劃，當用戶啓動 APP 後進行觸達，包含 APP Banner 和 APP 彈窗。如，新股認購的彈窗和 Banner 提醒。</p></td></tr>
 <tr>
-<td><p><strong>觸發型 - 完成 A</strong></p></td><td><p>運營計劃的一種，主要用於創建觸發型計劃，當用戶完成某個行爲後發送。如用戶啓動 App 後開戶活動提醒。</p></td></tr>
+<td><p><strong>觸發型-完成 A</strong></p></td><td><p>運營計劃的一種，主要用於創建觸發型計劃，當用戶完成某個行爲後發送。如用戶啓動 APP 後開戶活動提醒。</p></td></tr>
 <tr>
 <td><p><strong>觸發條件</strong></p></td><td><p>運營計劃的觸發時機，運營人員通過選擇不同的計劃類型，設置不同的觸發時間點或觸發時機，從而決定該投放計劃在什麼條件下被執行。</p></td></tr>
 <tr>
@@ -34,7 +34,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>參與限制</strong></p></td><td><p>對於定時型－重複計劃、觸發型－完成 A 這 2 種多次觸發的計劃，可以允許用戶在一定時間段內多次參與當前計劃，且可以限制次數，該限制僅對當前計劃生效。默認是不允許用戶在活動期間內多次參與的。</p></td></tr>
 <tr>
-<td><p><strong>觸達通道</strong></p></td><td><p>投放系統提供了 5 種觸達用戶的通道，在 App 上觸達：彈窗、推送、Banner，在 App 外觸達：短信、郵件。</p></td></tr>
+<td><p><strong>觸達通道</strong></p></td><td><p>投放系統提供了 5 種觸達用戶的通道，在 APP 上觸達：彈窗、推送、Banner，在 APP 外觸達：短信、郵件。</p></td></tr>
 <tr>
 <td><p><strong>勿擾模式</strong></p></td><td><p>設置用戶勿擾時段以及勿擾時段內的推送策略，該設置僅對當前計劃生效，僅對郵件，短信，Push 通道生效。</p></td></tr>
 <tr>
@@ -50,7 +50,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>用戶屬性</strong></p></td><td><p>用戶屬性是用戶分羣規則創建的核心數據來源，本質是用戶標籤的列表，支持不同用戶標籤通過且或關係的雙層組合篩選目標受衆。用戶屬性的數據來源是用戶標籤，需要根據不同業務場景的需求進行定義，數據聚合加工後支持。系統默認提供了 8 個預置用戶標籤。</p></td></tr>
 <tr>
-<td><p><strong>用戶行爲</strong></p></td><td><p>用戶行爲是用戶分羣規則創建的輔助數據來源，本質是用戶行爲事件的列表，支持通過且或關係的雙層組合，限定事件的屬性來篩選目標受衆。用戶行爲的數據來源是數據採集，需要根據不同場景的需求進行採集加工後支持。系統默認提供了 App 啓動的行爲事件。</p></td></tr>
+<td><p><strong>用戶行爲</strong></p></td><td><p>用戶行爲是用戶分羣規則創建的輔助數據來源，本質是用戶行爲事件的列表，支持通過且或關係的雙層組合，限定事件的屬性來篩選目標受衆。用戶行爲的數據來源是數據採集，需要根據不同場景的需求進行採集加工後支持。系統默認提供了 APP 啓動的行爲事件。</p></td></tr>
 <tr>
 <td><p><strong>用戶標籤</strong></p></td><td><p>是通過對用戶屬性信息、行爲信息、業務信息進行加工後所產生的特徵標記，它的值具有高度概括、相互獨立及可枚舉窮盡的特點。標籤在數據結構中包含：標籤名稱及其值。</p></td></tr>
 <tr>
@@ -58,7 +58,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>目標完成率</strong></p></td><td><p>目標完成率=目標完成人數/計劃觸達人數*100%</p></td></tr>
 <tr>
-<td><p><strong>目標完成</strong></p></td><td><p>表示目標完成人數，如：一個計劃的首要目標爲觸達後 2 小時內完成 App 啓動，則目標完成人數爲（計劃觸達時間起的 2 小時內，有發生 App 啓動行爲的去重用戶 member_id 數量）</p></td></tr>
+<td><p><strong>目標完成</strong></p></td><td><p>表示目標完成人數，如：一個計劃的首要目標爲觸達後 2 小時內完成 APP 啓動，則目標完成人數爲（計劃觸達時間起的 2 小時內，有發生 APP 啓動行爲的去重用戶 member_id 數量）</p></td></tr>
 <tr>
 <td><p><strong>計劃觸達</strong></p></td><td><p>表示計劃觸達人數，如：一個計劃的目標受衆用戶爲 10000，實際計劃執行成功後觸達的用戶爲 9999，則計劃觸達人數爲 9999</p></td></tr>
 </tbody>
diff --git a/feishu-pages/docs/K1cXwE7v7ius56k4fGOcaT0kneg.md b/feishu-pages/docs/K1cXwE7v7ius56k4fGOcaT0kneg.md
index 46f8b422..51136bde 100644
--- a/feishu-pages/docs/K1cXwE7v7ius56k4fGOcaT0kneg.md
+++ b/feishu-pages/docs/K1cXwE7v7ius56k4fGOcaT0kneg.md
@@ -1,15 +1,15 @@
 ---
-title: CRS 文件生成
+title: CRS文件生成
 slug: K1cXwE7v7ius56k4fGOcaT0kneg
 sidebar_position: 3
 ---
 
 
-# CRS 文件生成
+# CRS文件生成
 
 ## 適用場景
 
-CRS 檔案資料的產生與下載各類標準格式的文件
+CRS檔案資料的產生與下載各類標準格式的文件
 
 ## 前置條件
 
@@ -25,7 +25,7 @@ CRS 檔案資料的產生與下載各類標準格式的文件
 
 本作業提供年度 CRS 文件的操作處理，支持新消息與更正消息類型
 
-注意：租戶需要 增加下列權限 才能操作 相關 CRS 文件
+注意： 租戶需要 增加下列權限 才能操作 相關 CRS 文件
 
 <div class="grid gap-3 grid-cols-2">
 <div>
@@ -34,15 +34,15 @@ CRS 檔案資料的產生與下載各類標準格式的文件
 <div>
 <img src="/assets/CDcmb7HhuoHyiExMSqJcYZGzntH.png" src-width="1878" src-height="1354" align="center"/>
 
-<p>CRS 文件權限</p>
+<p>CRS文件權限</p>
 </div>
 </div>
 
 ### **計算收益**： 
 
-首先在右上角點選'計算收益' ，輸入報送年度與編號（公司名稱）後就會產生文件製作的任務工作（在**任務列表** Tab 頁籤）
+首先在右上角點選'計算收益' ，輸入報送年度與編號（公司名稱） 後就會產生文件製作的任務工作（ 在**任務列表** Tab 頁籤）
 
-注意：在计算收益視窗上，在外部报税文件上傳的網站了會提供供一個编号的，公司名稱就是券商的公司名稱，要跟外部報税系统里面名稱要一致的
+注意： 在计算收益視窗上，在外部报税文件上傳的網站了會提供供一個编号的，公司名稱就是券商的公司名稱，要跟外部報税系统里面名稱要一致的
 
 <img src="/assets/YoODbqHBToxNU4x3YBBcILRdnmb.png" src-width="2352" src-height="1344" align="center"/>
 
@@ -54,7 +54,7 @@ CRS 檔案資料的產生與下載各類標準格式的文件
 
 <img src="/assets/Dx7WbkfedoovWUxelGoc2Wsbnwb.png" src-width="2346" src-height="1196" align="center"/>
 
-可根據需要 刪除紀錄（不報送）或修改數據資料
+可根據需要 刪除紀錄（不報送） 或修改數據資料
 
 <img src="/assets/Dt4NbKaOPoYWyOxPqkJctok3n5f.png" src-width="1193" src-height="662" align="center"/>
 
@@ -74,7 +74,7 @@ CRS 檔案資料的產生與下載各類標準格式的文件
 
 <img src="/assets/Ymovbhiv5owQW0xDGGqc6wZfnlg.png" src-width="581" src-height="667"/>
 
-建議：此文件不要自行編輯，容易誤操作造成文檔規格不對，無法上傳
+建議： 此文件不要自行編輯，容易誤操作造成文檔規格不對，無法上傳
 
 ### **生成文件上傳**： 
 
@@ -92,5 +92,5 @@ CRS 檔案資料的產生與下載各類標準格式的文件
 
 <img src="/assets/V92Bbt2emoWsBzx2v6tcQLSynKd.png" src-width="2334" src-height="1214" align="center"/>
 
-當發現數據需要變更時，可以點選右側【編輯】來操作修改數據或【刪除】已報送數據，此時後面一樣操作產生文件並上傳報送網站，同樣 也會取的最新的文件序列號，也一樣更新即可
+當發現數據需要變更時，可以點選右側 【編輯】 來操作修改數據或 【刪除】 已報送數據，此時後面一樣操作產生文件並上傳報送網站，同樣 也會取的最新的文件序列號，也一樣更新即可
 
diff --git a/feishu-pages/docs/KayawFlkwim5vWkrePgcs7n4n6b.md b/feishu-pages/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
index c3ccde42..fccc53b1 100644
--- a/feishu-pages/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
+++ b/feishu-pages/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
@@ -9,7 +9,7 @@ sidebar_position: 3
 
 ## 適用場景
 
-協助用戶了解一個常規公司行動權益，在系統是如何依序操作的順序
+協助用戶了解一個常規公司行動權益,在系統是如何依序操作的順序
 
 ## 前置條件
 
@@ -19,9 +19,9 @@ sidebar_position: 3
 
 ### 初始化
 
-在執行菜單：公司行動&gt;公司行動 查詢條件 選擇：推進狀態：初始化，就可以查詢到近期剛導入的 公司行動預告
+在執行菜單：公司行動&gt;公司行動 查詢條件 選擇：推進狀態：初始化 ，就可以查詢到近期剛導入的 公司行動預告
 
-初始化狀態是公司行動預告的起始點，也可以操作【終止】
+初始化狀態是公司行動預告的起始點， 也可以操作【終止】
 
 <img src="/assets/FW9pbKaFQo0z7IxbrgWcxwPrngh.png" src-width="3172" src-height="1835" align="center"/>
 
@@ -33,11 +33,11 @@ sidebar_position: 3
 
 <img src="/assets/YDR4bskHNoNpmQxDkI1cknVonyf.png" src-width="2606" src-height="282" align="center"/>
 
-注意：不同的公司行動類型，會有不同狀態展示，方便用戶直覺掌握推進狀態
+注意：  不同的公司行動類型，會有不同狀態展示，方便用戶直覺掌握推進狀態
 
 <img src="/assets/QZq1bzkoxoEzAYxYvYVcxeORnuR.png" src-width="2196" src-height="292" align="center"/>
 
-接下展示是**預告信息**：同時系統也針對部分公司行動提供預設配置項來優化，
+接下展示是**預告信息**： 同時系統也針對部分公司行動提供預設配置項來優化，
 
       例： 派發位置（Street 或 NOMiNEE） 或 支付日期+N 配置 （每家租戶可能不同）
 
@@ -49,7 +49,7 @@ sidebar_position: 3
 
 <img src="/assets/XrMNbWpKdoLPHwxQnKhc5v8sn0c.png" src-width="2904" src-height="1508" align="center"/>
 
-這時候可以 根據需要 檢查個別的公司行動資料紀錄，若必要欄位有缺失，系統會標紅出來，方便檢核數據
+這時候可以 根據需要 檢查個別的公司行動資料紀錄，若必要欄位有缺失， 系統會標紅出來，方便檢核數據
 
 <img src="/assets/NJ28b2khHoLhXqxzNatcNETOnEc.png" src-width="2868" src-height="1020" align="center"/>
 
@@ -63,37 +63,37 @@ sidebar_position: 3
 
 ### 登記
 
-前置作業：已經通過資料檢核 的公司行動預告紀錄
+前置作業：  已經通過資料檢核 的公司行動預告紀錄
 
 操作說明： 
 
-在執行菜單：公司行動&gt;公司行動 查詢條件 選擇：推進狀態：初始化，就可以查詢到初始化的公司行動預告
+在執行菜單：公司行動&gt;公司行動 查詢條件 選擇：推進狀態：初始化 ，就可以查詢到初始化的公司行動預告
 
-後續可以操作【登記】或【終止】，
+後續可以操作【登記】或 【終止】，
 
 在登記時，提供業務校驗功能的同時，增加了更多的業務檢查項目
 
-注：系統會判斷 必須 帳務日期&gt;= 登記日 才可進行登記操作
+注： 系統會判斷 必須 帳務日期&gt;= 登記日 才可進行登記操作
 
 <img src="/assets/FR1bbMIi5oJLCYx9GRhcjSDWncc.png" src-width="2542" src-height="150" align="center"/>
 
 <img src="/assets/AnfBbXRUBoW0qcxFLDpciyotnDe.png" src-width="3094" src-height="1562" align="center"/>
 
-注意：因為公司行動 CCASS 文件會有一段時間的內容更新，因此我們優化 02 文件的讀取，增加 CCASS 文件日期與 CCASS 狀態的展示，租戶可選擇此欄位查出真正要開始執行的公司行動，否則容易因為 CCASS 狀態不是‘最終執行'，可能因為數據內容造成人工處理的環節
+注意： 因為公司行動 CCASS 文件會有一段時間的內容更新，因此我們優化 02 文件的讀取， 增加 CCASS 文件日期與 CCASS 狀態的展示，  租戶可選擇此欄位查出真正要開始執行的公司行動，否則容易因為 CCASS 狀態不是‘最終執行'，可能因為數據內容造成人工處理的環節
 
 <img src="/assets/AdZwb8xTsos7qJxu8sqc7IjanAf.png" src-width="3192" src-height="1347" align="center"/>
 
-這樣可避免 CCASS 狀態是‘初步確認’（並非最終狀態）或後面被取消，此時若去執行後續公司行動操作容易有機會出錯
+這樣可避免 CCASS 狀態是‘初步確認’（並非最終狀態） 或後面被取消，此時若去執行後續公司行動操作容易有機會出錯
 
 <img src="/assets/EWJZbEWgJoYcW9xxEyYcJI58nNe.png" src-width="3094" src-height="390" align="center"/>
 
-此時可以在登記日期當天，點選【登記】 ，往下一步操作節點進行，當登記成功後，
+此時可以在登記日期當天，點選 【登記】 ，往下一步操作節點進行，當登記成功後，
 
- 注：由於系統處理‘登記'須有點時間，屬於異步設計，狀態會變成‘正在登記' （請稍後即可）
+ 注： 由於系統處理‘登記'須有點時間， 屬於異步設計，狀態會變成‘正在登記' （請稍後即可）
 
 <img src="/assets/ERzKbSwmNouTNOxgpMNc49u0njf.png" src-width="2778" src-height="158" align="center"/>
 
- 當登記成功後，就可在 執行菜單：公司行動&gt;客戶明細作業，可以查到對應預告方案的客戶登記明細紀錄 
+ 當登記成功後，  就可在 執行菜單：公司行動&gt;客戶明細作業， 可以查到對應預告方案的客戶登記明細紀錄 
 
 <img src="/assets/I17SbGsmFoBZ91xD2CkckIRQnId.png" src-width="3388" src-height="1524" align="center"/>
 
@@ -106,22 +106,22 @@ sidebar_position: 3
 注意： 
 
 1. 不是所有的公司行動都要過戶，合股、拆股和換股不需要過戶，過戶時將完成 Street-&gt;Nominee 的 操作
-2. 在該預告登記成功且客戶有持倉的狀況下，在‘執行’推進狀態時就系統會自動過戶操作（當股份過户后：即支付 Script Fee）股份記錄將改為 Nominee
+2. 在該預告登記成功且客戶有持倉的狀況下，在‘執行’推進狀態時就系統會自動過戶操作（當股份過户后： 即支付 Script Fee）股份記錄將改為 Nominee
 3. 當過戶後，就可在 執行菜單：公司行動&gt;客戶明細&gt;費用記錄 Tab，可以查到對應預告的客戶過戶費 明細紀錄 
 
 <img src="/assets/HaPBb6Wdwot9Egx8SRqczbMqnKd.png" src-width="3386" src-height="1444" align="center"/>
 
 ### 指令收集
 
-前置作業：已經通過 登記成功 的公司行動預告紀錄
+前置作業：  已經通過 登記成功 的公司行動預告紀錄
 
 操作說明：  
 
-在 執行菜單：公司行動&gt;公司行動 查詢條件 選擇：推進狀態：登記成功。指令收集狀態：初始化，就可以查詢到 近期 公司行動預告可進行指令收集操作的預告紀錄（前提是 已登記成功 狀態）
+在 執行菜單：公司行動&gt;公司行動 查詢條件 選擇：推進狀態： 登記成功。 指令收集狀態：初始化  ，就可以查詢到 近期 公司行動預告可進行指令收集操作的預告紀錄 （前提是 已登記成功 狀態）
 
 <img src="/assets/EUKeb9UQ9oYEtaxkgPJcDyvpnxc.png" src-width="3410" src-height="1472" align="center"/>
 
-此時可以操作‘指令收集'。在選擇開始時間 到結算時間，對相關客戶發送選擇通知（透過 App 或 mail  訊息）
+此時可以操作‘指令收集'。 在選擇開始時間 到結算時間，對相關客戶發送選擇通知（透過 APP 或 mail  訊息）
 
 參考通知範例：
 
@@ -131,11 +131,11 @@ sidebar_position: 3
 
      購】進行操作。
 
-注意：系統將在指令收集截止日期後，推進狀態將自動變成‘指令收集完成'
+注意：  系統將在指令收集截止日期後，推進狀態將自動變成‘指令收集完成'
 
 <img src="/assets/Y26fbsPR6odEP3xjuaPcQHaRnfe.png" src-width="3412" src-height="1574" align="center"/>
 
-由於 指令收集涉及到 客戶選擇交互通知，後續也要把客戶選擇記錄上傳 CCASS 處理，整個指令收集的系統節點如下：正在收集指令/上報成功/回填完成/處理成功/ 處理失敗
+由於 指令收集涉及到 客戶選擇交互通知， 後續也要把客戶選擇記錄上傳 CCASS 處理， 整個指令收集的系統節點如下：  正在收集指令/上報成功/回填完成/處理成功/ 處理失敗
 
 <img src="/assets/P3xebgHwdog982xTilUcyXggnpd.png" src-width="2584" src-height="600" align="center"/>
 
@@ -145,15 +145,15 @@ sidebar_position: 3
 
 操作說明：
 
-预告類型为（OO EO RS ER TU TC ADR）同時推進狀態：登記成功，指令收集狀態：客户操作完成 才可以進行
+预告類型为（OO EO RS ER TU TC ADR）同時推進狀態：登記成功，指令收集狀態： 客户操作完成 才可以進行
 
 #### 尾差處理
 
 操作說明：
 
-预告類型为（OO EO RS ER TU TC ADR）不支持
+预告類型为（OO EO RS ER TU TC ADR ）不支持
 
-同時推進狀態：登記成功，指令收集狀態：客户操作完成 才可以進行，可以在 紀錄右側功能鍵操作【尾差調整】按鈕
+同時推進狀態：登記成功，指令收集狀態： 客户操作完成 才可以進行,可以在 紀錄右側功能鍵操作【尾差調整】按鈕
 
 <img src="/assets/UYKjbGmc9ofkqaxFxjTcI61pnLc.png" src-width="3192" src-height="1318" align="center"/>
 
@@ -163,9 +163,9 @@ sidebar_position: 3
 
 ### 執行
 
-前置作業：已經通過 登記成功 的公司行動預告紀錄，同時已完成該預告相關業務節點（指令收集 等）
+前置作業：  已經通過 登記成功 的公司行動預告紀錄，同時已完成該預告相關業務節點（ 指令收集 等）
 
-注意：這步驟基本是最後一步：執行經辦，若檢查該公司行動預告應該處理的業務節點與系統節點後，就可提交執行經辦
+注意：  這步驟基本是最後一步： 執行經辦， 若檢查該公司行動預告應該處理的業務節點與系統節點後，就可提交執行經辦
 
 <img src="/assets/ADzTbjBFJoYBzBxuLj7cuhYhnPe.png" src-width="3404" src-height="1560" align="center"/>
 
@@ -175,9 +175,9 @@ sidebar_position: 3
 
 ### 執行（審核）
 
-前置作業：已經通過 登記成功 的公司行動預告紀錄，同時已完成該預告相關業務節點（過戶/指令收集 等）
+前置作業：  已經通過 登記成功 的公司行動預告紀錄，同時已完成該預告相關業務節點（ 過戶/指令收集 等）
 
-操作說明：推進狀態：執行待審核，就可以查詢到 執行待審核的預告紀錄
+操作說明：  推進狀態： 執行待審核  ，就可以查詢到 執行待審核的預告紀錄
 
 <img src="/assets/GGz1b8aXeokPNTx1aO1cQHtgnuf.png" src-width="3406" src-height="1548" align="center"/>
 
@@ -193,11 +193,11 @@ sidebar_position: 3
 
 ### 終止
 
-在下列公司行動節點與系統狀態下，可以操作公司行動預告終止處理，確認終止後将會删除预告及關聯信息
+在下列公司行動節點與系統狀態下， 可以操作公司行動預告終止處理，確認終止後将會删除预告及關聯信息
 
 （等於 所有該預告的一切操作 將會取消）
 
-推進状態：初始化（预告創建成功的）
+推進状態：初始化 （预告創建成功的）
 
 推進状態：登記成功，過户費收取字段值为否（不需過戶操作），執行方式为强制型可操作
 
@@ -209,7 +209,7 @@ sidebar_position: 3
 
 ### 撤銷
 
-在下列公司行動節點與系統狀態下，可以操作公司行動預告終止處理，確認終止後将會删除预告及關聯信息
+在下列公司行動節點與系統狀態下， 可以操作公司行動預告終止處理，確認終止後将會删除预告及關聯信息
 
 （等於 所有該預告的一切操作 將會取消）
 
diff --git a/feishu-pages/docs/KnNFw9Wx5i70pIkVPPPcHUGynDh.md b/feishu-pages/docs/KnNFw9Wx5i70pIkVPPPcHUGynDh.md
index d3bf43a4..dd6cdb8a 100644
--- a/feishu-pages/docs/KnNFw9Wx5i70pIkVPPPcHUGynDh.md
+++ b/feishu-pages/docs/KnNFw9Wx5i70pIkVPPPcHUGynDh.md
@@ -9,7 +9,7 @@ sidebar_position: 2
 
 ## 適用場景
 
-說明公司行動的作業版面安排，協助用戶快速掌握公司行動操作，與重要欄位提示
+說明公司行動的作業版面安排, 協助用戶快速掌握公司行動操作,與重要欄位提示
 
 ## 前置條件
 
@@ -19,7 +19,7 @@ sidebar_position: 2
 
 ### 版面區域說明
 
-點選進入詳情頁面：分成幾塊 資訊區域如下：
+點選進入詳情頁面： 分成幾塊 資訊區域如下 ：
 
 **公司行動主體與 公司行動類型圖標 與推進狀況**：  
 
@@ -53,15 +53,15 @@ sidebar_position: 2
 
 ### 重要欄位摘要
 
-在進入 公司行動 預告紀錄查詢明細畫面，版面如下：中間區域 展示‘推進狀態’與‘指令收集狀態‘，方便快速定位
+在進入 公司行動 預告紀錄查詢明細畫面， 版面如下： 中間區域 展示‘推進狀態’與‘指令收集狀態‘，方便快速定位
 
 <img src="/assets/Pz9vbTxDyo1STCxD6KscK3cfn8e.png" src-width="3186" src-height="1520" align="center"/>
 
-右邊紀錄區展示該公司行動可操作的功能鍵（減少誤操作，方便單一公司行動處理）
+右邊紀錄區展示該公司行動可操作的功能鍵 （減少誤操作，方便單一公司行動處理）
 
 <img src="/assets/QZKobazscoOkQexshiQct3lRnXg.png" src-width="3184" src-height="1512" align="center"/>
 
-由於公司行動類型眾多，業務節點不盡相同，系統也針對公司行動類型提供操作順序順序的文案（操作引導）
+由於公司行動類型眾多，業務節點不盡相同， 系統也針對公司行動類型提供操作順序順序的文案（操作引導）
 
 <img src="/assets/DLTJbU6yuoXKtux643wc5KFEnaf.png" src-width="2664" src-height="956" align="center"/>
 
@@ -89,7 +89,7 @@ sidebar_position: 2
 
 權益備註
 
-費用備註格式（非 TAX_FEE）：費用名稱英文 + 股票编號 + 市場 + 股票名稱
+費用備註格式（非 TAX_FEE）：費用名稱英文+股票编號+市場+股票名稱
 
 費用備註格式（TAX_FEE）：預告（或方案備註）+ "- Withholding TAX"
 
diff --git a/feishu-pages/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md b/feishu-pages/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
index 881d65a6..306b9e78 100644
--- a/feishu-pages/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
+++ b/feishu-pages/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
@@ -19,7 +19,9 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：資產賬戶&gt;業務碼&gt;業務碼查詢
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產賬戶&gt;業務碼&gt;業務碼查詢</p>
+</div>
 
 進入菜單頁，可以在列表查詢所有業務碼，支持通過編碼和名稱搜索
 
diff --git a/feishu-pages/docs/LETww6TvJi7CsjkF2pPcjir0nQb.md b/feishu-pages/docs/LETww6TvJi7CsjkF2pPcjir0nQb.md
index 3861a546..e4cb5169 100644
--- a/feishu-pages/docs/LETww6TvJi7CsjkF2pPcjir0nQb.md
+++ b/feishu-pages/docs/LETww6TvJi7CsjkF2pPcjir0nQb.md
@@ -9,7 +9,7 @@ sidebar_position: 0
 
 ## 適用場景
 
-當劵商運營人員需要管理對外公告時操作 (新增/ 編輯/禁用)
+當劵商運營人員需要管理對外公告時操作(新增/ 編輯/禁用)
 
 ## 前置條件
 
@@ -25,7 +25,7 @@ sidebar_position: 0
 
 <img src="/assets/EF0Ebs3bGoskPSxy4uhca9AOnTc.png" src-width="3212" src-height="1612" align="center"/>
 
-當需要新增一個對外公告時，可以點選右上角【新增公告】,開始配置一個新公告
+當需要新增一個對外公告時,可以點選右上角【新增公告】,開始配置一個新公告
 
 <img src="/assets/Cu4nbgAQ8o49bGxnb9kcxsc1nih.png" src-width="3246" src-height="1616" align="center"/>
 
diff --git a/feishu-pages/docs/LMVHwge2si6UyOkMK9Nc86jrnKb.md b/feishu-pages/docs/LMVHwge2si6UyOkMK9Nc86jrnKb.md
index 72ee6daf..73fce630 100644
--- a/feishu-pages/docs/LMVHwge2si6UyOkMK9Nc86jrnKb.md
+++ b/feishu-pages/docs/LMVHwge2si6UyOkMK9Nc86jrnKb.md
@@ -111,7 +111,7 @@ sidebar_position: 0
 <ul>
 <li>全額：即支持按照當前卡券價值全額免傭，直到扣完全部額度為止。</li>
 <li>終身：即免除該用戶在平台內當前市場交易的產生的所有佣金，有效期為終身。（用戶註銷後重新註冊的除外）</li>
-<li>按比率：即按照配置比例進行佣金優惠。例如配置 80%，則收取 80% 佣金。免除 20%。</li>
+<li>按比率：即按照配置比例進行佣金優惠。例如配置 80%，則收取 80%佣金。免除 20%。</li>
 </ul></td></tr>
 <tr>
 <td><p>打新特權卡</p></td><td><p>指定 IPO 可用</p></td><td><p>非必填，單選。可選擇指定打新股票可用。</p></td></tr>
@@ -140,7 +140,7 @@ sidebar_position: 0
 <li>折扣：則有效期內所產生融資利息直接打折收取。</li>
 </ul></td></tr>
 <tr>
-<td><p>折扣率</p></td><td><p>選擇折扣優惠時，必填字段。設置折扣為當前收取折扣。例如 80%，則直接收取 80% 利息，優惠 20%。</p></td></tr>
+<td><p>折扣率</p></td><td><p>選擇折扣優惠時，必填字段。設置折扣為當前收取折扣。例如 80%，則直接收取 80%利息，優惠 20%。</p></td></tr>
 </tbody>
 </table>
 
@@ -285,7 +285,7 @@ sidebar_position: 0
 
 <img src="/assets/Jp0cbdot7oBwi7x3ZGicog4ensd.png" src-width="1394" src-height="660" align="center"/>
 
-為防止導出發貨後用戶修改地址，需要點擊‘批量修改狀態'，修改狀態後用戶將不能變更發貨地址
+為防止導出發貨後用戶修改地址， 需要點擊‘批量修改狀態'，修改狀態後用戶將不能變更發貨地址
 
 <img src="/assets/NphFbQQSFoXM4MxYsWXcJiLNn5c.png" src-width="3252" src-height="1616" align="center"/>
 
diff --git a/feishu-pages/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md b/feishu-pages/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
index 17c2a28f..ab5bedf4 100644
--- a/feishu-pages/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
+++ b/feishu-pages/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
@@ -23,7 +23,7 @@ sidebar_position: 1
 
 執行菜單：基金管理&gt;公募基金管理&gt;基金渠道 Tab 頁籤
 
-本作業用以管理基金平台商的相關資料 ，維護基金渠道，配置與基金渠道交付的時間點配置
+本作業用以管理基金平台商的相關資料 ， 維護基金渠道，配置與基金渠道交付的時間點配置
 
 <img src="/assets/LdafblyqeoTVUqxYlHKcU2XYng4.png" src-width="2984" src-height="1334" align="center"/>
 
@@ -39,23 +39,23 @@ sidebar_position: 1
 
 ## 基金管理
 
-執行菜單：基金管理&gt;公募基金管理&gt;基金公司 Tab 頁籤
+執行菜單： 基金管理&gt;公募基金管理&gt;基金公司 Tab 頁籤
 
 本作業可以維護一個公募基金的基金資料，配置基金主體和介紹，也可以管理基金的上架與顯示展示 
 
 首先在基金紀錄右側操作區，可以操作【詳情】或【詳情】來查閱編輯基金資料
 
-同時系統提供 基金上架（系統端）與顯示管理（APP 端）
+同時系統提供 基金上架（系統端）  與顯示管理（APP 端）
 
 【上架】：是指將基金 納入系統交易。并調整时需要標的是上架状態      
 
 【下架】：是指將基金 將無法在系統交易
 
-【顯示】：是指基金可在 App 端展示、搜索和交易 
+【顯示】：是指基金可在 APP 端展示、搜索和交易 
 
-【隱藏】：是指基金在 App 端不展示、不可搜索
+【隱藏】：是指基金在 APP 端不展示、不可搜索
 
-**App 端展示效果**：  （如果一個 公募基金是 '上架' 且 '顯示' 的 狀況下）
+**APP 端展示效果**：  （如果一個 公募基金是 '上架' 且 '顯示' 的 狀況下）
 
 <img src="/assets/JB59bGPbCoOxlbxSsDHcSatZnNd.png" src-width="696" src-height="1206" align="center"/>
 
@@ -69,7 +69,7 @@ sidebar_position: 1
 
 <img src="/assets/GbzXb1FKqop8CWxJxL8cfAJ0nqc.png" src-width="2984" src-height="1370" align="center"/>
 
-優化了配置基金交互流程，在右側記錄區【編輯】時，展示改成左側樹狀 Tab 配置页面，提高數據展示優化
+優化了配置基金交互流程，在右側記錄區【編輯】時 ，展示改成左側樹狀 Tab 配置页面，提高數據展示優化
 
 <img src="/assets/SHYObYEtooVbbZxf9ZnccAw0n5P.png" src-width="2972" src-height="1526" align="center"/>
 
@@ -85,7 +85,7 @@ sidebar_position: 1
 
 <img src="/assets/HflIbP5n1oc1B9xpxDocUwBRnkU.png" src-width="2990" src-height="1776" align="center"/>
 
-**App 端展示效果**： （當新建基金公司後）
+**APP 端展示效果**： （當新建基金公司後）
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/feishu-pages/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md b/feishu-pages/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
index 4bbc44b7..26b89e7b 100644
--- a/feishu-pages/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
+++ b/feishu-pages/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
@@ -17,9 +17,11 @@ sidebar_position: 4
 
 ## 操作說明
 
-菜單入口：KYC&gt;第三方驗證
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC&gt;第三方驗證</p>
+</div>
 
-在客戶身份認證的環節上，可以手動上傳第三方驗證文件，也可以點選【手動驗證】點閱已提交的驗證文件內容
+在客戶身份認證的環節上，可以手動上傳第三方驗證文件，也可以點選 【手動驗證】點閱已提交的驗證文件內容
 
 <img src="/assets/WCkBbapkWoiFOvxACClcx6HdnKS.png" src-width="3214" src-height="1620" align="center"/>
 
diff --git a/feishu-pages/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md b/feishu-pages/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
index 114ad61b..d854db5d 100644
--- a/feishu-pages/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
+++ b/feishu-pages/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
@@ -17,9 +17,11 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：資產賬戶&gt;帳戶&gt; 帳戶明細
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產賬戶 &gt; 帳戶 &gt; 帳戶明細</p>
+</div>
 
-選擇需要查詢的資產類型，分現金、股票、基金、期權、債券、OTC 其他、虛擬資產
+選擇需要查詢的資產類型，分現金、股票、基金、期權、債券、OTC其他、虛擬資產
 
 <img src="/assets/C2Ewb6qqcoa4Dexfvp8cpkfEnYb.png" src-width="2718" src-height="320" align="center"/>
 
diff --git a/feishu-pages/docs/MaOTwGf6ziQLxEkvArNcmUCCnCe.md b/feishu-pages/docs/MaOTwGf6ziQLxEkvArNcmUCCnCe.md
index fe4da4d7..29a992d5 100644
--- a/feishu-pages/docs/MaOTwGf6ziQLxEkvArNcmUCCnCe.md
+++ b/feishu-pages/docs/MaOTwGf6ziQLxEkvArNcmUCCnCe.md
@@ -27,7 +27,7 @@ sidebar_position: 1
 
 <img src="/assets/IpAebfK9UouXJoxyuMecXaI4nSj.png" src-width="2914" src-height="1528" align="center"/>
 
-可通過列表區域的狀態字段關注 文檔導入和解析狀態，解析成功才算處理完成
+可通過列表區域的狀態字段關注 文檔導入和解析狀態， 解析成功才算處理完成
 
 <img src="/assets/GJ2QblFc0oEwl2xTiCDcJgJcnwc.png" src-width="3334" src-height="1454" align="center"/>
 
diff --git a/feishu-pages/docs/MrZhwF5qbiou8akMvNect8bSn6f.md b/feishu-pages/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
index fa820670..a17a8a45 100644
--- a/feishu-pages/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
+++ b/feishu-pages/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
@@ -9,7 +9,7 @@ sidebar_position: 1
 
 ## 適用場景
 
-本場景是可以查詢、管理、報送、配置客戶相關的 BCAN 信息
+本場景是可以查詢、管理、報送、配置客戶相關的BCAN信息
 
 ## 前置条件
 
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### BCAN 列表
 
@@ -25,7 +27,7 @@ sidebar_position: 1
 
 <img src="/assets/ADQtb5Cx0o5NQTxhGdAcpEhjn7S.png" src-width="1280" src-height="621" align="center"/>
 
-同時也可以在下方功能鍵操作：北向交易與香港交易 的允許或禁止操作
+同時也可以在下方功能鍵操作： 北向交易與香港交易 的允許或禁止操作
 
 <img src="/assets/MzK8bxfvrozeyjx4CHmcq9YBnBd.png" src-width="3222" src-height="1604" align="center"/>
 
@@ -33,7 +35,7 @@ sidebar_position: 1
 
 <img src="/assets/Tcc8bepX7o6X5Ox2tJScjpaynkc.png" src-width="3204" src-height="630" align="center"/>
 
-同時在交易操作時將會有下列控制處理：所有客戶在開戶過程中會自動分配 BCAN 碼
+同時在交易操作時將會有下列控制處理 ：所有客戶在開戶過程中會自動分配 BCAN 碼
 
 **HKIDR 用戶未同意授權：**客戶將僅能操作賣單交易，買單交易將會被拒絕
 
@@ -41,13 +43,13 @@ sidebar_position: 1
 
 **HKIDR 用戶已授權，已生效**：客戶可以正常買單貨賣單操作
 
-根據 SFC 證監會規定，須將客戶 HKIDR 配對檔案做報送，有關報送操作請參考下列：
+根據SFC 證監會規定,須將客戶HKIDR 配對檔案做報送,有關報送操作請參考下列：
 
 [HKIDR 報送](./T8IiwGsqdih0XDkLsfFc3hNcnqf) 
 
-同時為完成相關 BCAN 數據處理，須事先配置 BCAN 區間與 參與者管理，有關報送操作請參考下列：
+同時為完成相關BCAN 數據處理, 須事先配置BCAN區間與 參與者管理,有關報送操作請參考下列：
 
 [配置-BCAN 區間](./Intlw1TqbijZw2kFGqXcx2ZrnPg) 
 
-[配置 - 參與者管理](./DUjAw62kGicB7jken4CcBaYpnCd) 
+[配置-參與者管理](./DUjAw62kGicB7jken4CcBaYpnCd) 
 
diff --git a/feishu-pages/docs/MsrcwasClizlyKk5xnQc2v04ntc.md b/feishu-pages/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
index 7fbb840c..1a17b715 100644
--- a/feishu-pages/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
+++ b/feishu-pages/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
@@ -9,13 +9,13 @@ sidebar_position: 4
 
 # 基金業務申贖說明
 
-香港券商本身除了協助客戶交易股票期貨等商品外，也會提供非交易所內基金產品的銷售服務，但它基本上是屬於劵商代銷業務（公募/私募），券商會提供基金認購/基金申購/基金贖回 等基金交易服務，這些操作的大致流程如下：
+香港券商本身除了協助客戶交易股票期貨等商品外 ，也會提供非交易所內基金產品的銷售服務 ，但它基本上是屬於劵商代銷業務（公募/私募），券商會提供基金認購/基金申購/基金贖回 等基金交易服務，這些操作的大致流程如下：
 
 ## 基金業務摘要
 
 申購流程：
 
-1. 客戶透過交易終端 App 等提交申購申請處於認申期的基金產品。系統將會計算自動先行凍結客戶用於申購之基金產品所需資金。
+1. 客戶透過交易終端 APP 等提交申購申請處於認申期的基金產品。系統將會計算自動先行凍結客戶用於申購之基金產品所需資金。
 2. 操作人員傳真基金申購匯總表格至相應的基金託管人並寄送正本。基金託管人認收之後，後台人員成結單併發送至客戶。
 3. 於交收日，操作人員根據基金託管人計算之淨值及申購份額，於系統中維護基金淨值，並確認於交易日受理的基金申購委託。系統將會扣取客戶資金，並增加客戶基金份額持倉。
 4. 後台人員將通過銀行與基金託管人交收資金，並生成基金交易結單發送至客戶。
diff --git a/feishu-pages/docs/NHhAweI1Ui4pkhkM8HEclvV2n4e.md b/feishu-pages/docs/NHhAweI1Ui4pkhkM8HEclvV2n4e.md
index ac291417..e897e933 100644
--- a/feishu-pages/docs/NHhAweI1Ui4pkhkM8HEclvV2n4e.md
+++ b/feishu-pages/docs/NHhAweI1Ui4pkhkM8HEclvV2n4e.md
@@ -33,7 +33,7 @@ sidebar_position: 3
 
 <img src="/assets/Oa6fbtzfbo7S7Txzx9ncjWy9nHf.png" src-width="3220" src-height="772" align="center"/>
 
-如需變更期權類型，可在不同 tab 的【編輯】彈窗進行操作
+如需變更期權類型，可在不同tab的【編輯】彈窗進行操作
 
 <img src="/assets/NUsZbYugfoRFaCxprm3cwg6un6g.png" src-width="3246" src-height="1082" align="center"/>
 
diff --git a/feishu-pages/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md b/feishu-pages/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
index 0c8facc8..02cc8493 100644
--- a/feishu-pages/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
+++ b/feishu-pages/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
@@ -19,7 +19,7 @@ sidebar_position: 2
 
 菜單入口：運營系統&gt;權益系統&gt;權益中心
 
-主要用於運營可查看、導出當前 App 內權益商店成交的訂單情況
+主要用於運營可查看、導出當前 APP 內權益商店成交的訂單情況
 
 <img src="/assets/I3wFb3FRBoLHQXxS9qJcGdH5nrg.png" src-width="2340" src-height="1358" align="center"/>
 
diff --git a/feishu-pages/docs/NNidwNOtAiyKaokiG0rc3GEYnhR.md b/feishu-pages/docs/NNidwNOtAiyKaokiG0rc3GEYnhR.md
index 3ac23e85..32e87e2c 100644
--- a/feishu-pages/docs/NNidwNOtAiyKaokiG0rc3GEYnhR.md
+++ b/feishu-pages/docs/NNidwNOtAiyKaokiG0rc3GEYnhR.md
@@ -31,7 +31,7 @@ sidebar_position: 0
 
 <img src="/assets/LenTbnvd5ooT09x3fo3c4sVen6d.png" src-width="2440" src-height="934" align="center"/>
 
-新建多個分組後，可以點選右上方區‘執行順序設置'來 調整
+新建多個分組後，可以點選右上方區 ‘執行順序設置'來 調整
 
 <img src="/assets/HsrqbKZ7Pobgibx4uThcxBE0nNc.png" src-width="2436" src-height="888" align="center"/>
 
diff --git a/feishu-pages/docs/O3GewB9rnirlDkklQMVcbokAnrd.md b/feishu-pages/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
index c08198bd..9c63e083 100644
--- a/feishu-pages/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
+++ b/feishu-pages/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;看板
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;看板</p>
+</div>
 
 以 Dash-board 的方式展現成為有效客戶前的幾個重要節點匯總數據，如注冊、待開戶、待入金、已入金
 
diff --git a/feishu-pages/docs/OFh3wZ5lpiFi1Qk8KDvc1VvInzf.md b/feishu-pages/docs/OFh3wZ5lpiFi1Qk8KDvc1VvInzf.md
index ff79c25a..f6eac971 100644
--- a/feishu-pages/docs/OFh3wZ5lpiFi1Qk8KDvc1VvInzf.md
+++ b/feishu-pages/docs/OFh3wZ5lpiFi1Qk8KDvc1VvInzf.md
@@ -130,7 +130,7 @@ sidebar_position: 1
 <tr>
 <td><p>鎖倉金額</p></td><td><p>獲得該獎勵後需要鎖倉的金額</p></td></tr>
 <tr>
-<td><p>鎖倉時間</p></td><td><p>獎勵到賬時間 + 鎖倉期限=鎖倉時間：獲得該獎勵後需要</p></td></tr>
+<td><p>鎖倉時間</p></td><td><p>獎勵到賬時間+鎖倉期限=鎖倉時間：獲得該獎勵後需要</p></td></tr>
 <tr>
 <td><p>操作</p></td><td><p>只有當前活動的創建人本人可操作<br/>提交：提交獎勵進行發獎（當獎勵為手動發放時才有）<br/>取消：取消獎勵發放，獎勵記錄將不會提交發獎且獎勵狀態變更為取消發獎</p></td></tr>
 </tbody>
diff --git a/feishu-pages/docs/OnXCwnrkaiklY6kjsNZcyzgYnze.md b/feishu-pages/docs/OnXCwnrkaiklY6kjsNZcyzgYnze.md
index c7711185..1bded379 100644
--- a/feishu-pages/docs/OnXCwnrkaiklY6kjsNZcyzgYnze.md
+++ b/feishu-pages/docs/OnXCwnrkaiklY6kjsNZcyzgYnze.md
@@ -12,12 +12,12 @@ sidebar_position: 4
 介绍本文檔的應用場景，可以給哪類群體提供什麼操作，解決什麼訴求
 
 <div class="callout callout-bg-2 callout-border-2">
-<p>📌 1204 版本在重构，待上线后补充</p>
+<p>📌 1204版本在重构，待上线后补充</p>
 </div>
 
 ## 前置条件
 
-操作本文檔需要的前置條件，比如需要先去“xx 菜單添加企業”才可在當前菜單進行“xx 操作”。若無，則直接寫“無
+操作本文檔需要的前置條件，比如需要先去“xx菜單添加企業”才可在當前菜單進行“xx操作”。若無，則直接寫“無
 
 ## 操作说明
 
diff --git a/feishu-pages/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md b/feishu-pages/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
index 6099de47..c1027986 100644
--- a/feishu-pages/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
+++ b/feishu-pages/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;任務
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;任務</p>
+</div>
 
 每個不同的互動進程的信息展示。例如，入金/出金/注冊等。
 
diff --git a/feishu-pages/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md b/feishu-pages/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
index 747c8cb8..bca5cdfa 100644
--- a/feishu-pages/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
+++ b/feishu-pages/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
@@ -1,11 +1,11 @@
 ---
 title: 業務碼
 slug: PHUbw6pu3i4vbOkHeLVcpnlTn6f
-sidebar_position: 5
+sidebar_position: 4
 ---
 
 
 # 業務碼
 
-可以查詢系統所支持的業務流水碼，可以自行維護中文/英文/繁體下的 結單業務類型文字說明
+可以查詢系統所支持的業務流水碼， 可以自行維護中文/英文/繁體下的 結單業務類型文字說明
 
diff --git a/feishu-pages/docs/PLNWwKqZai9PB7k7uBdcak0xnYf.md b/feishu-pages/docs/PLNWwKqZai9PB7k7uBdcak0xnYf.md
index f78c410d..ced8918d 100644
--- a/feishu-pages/docs/PLNWwKqZai9PB7k7uBdcak0xnYf.md
+++ b/feishu-pages/docs/PLNWwKqZai9PB7k7uBdcak0xnYf.md
@@ -52,7 +52,7 @@ sidebar_position: 4
 <tr>
 <td><p>限額幣種</p></td><td><p>無：則為純數量的判斷，與金額無關<br/>HKD：則全部轉化為 HKD 計算限額<br/>USD：則全部轉化為 USD 計算限額 </p></td></tr>
 <tr>
-<td><p>限制的條件類型</p></td><td><p>可選項為：&gt;=， &gt;， =&lt;， &lt;，無限，限制<br/>無限類型無需填閾值，其他均需填入閾值，僅限數字格式</p></td></tr>
+<td><p>限制的條件類型</p></td><td><p>可選項為：&gt;=， &gt;， =&lt;， &lt;， 無限，限制<br/>無限類型無需填閾值，其他均需填入閾值，僅限數字格式</p></td></tr>
 </tbody>
 </table>
 
diff --git a/feishu-pages/docs/PW34wZp2OiSNdlk4Et0ctGxsnLh.md b/feishu-pages/docs/PW34wZp2OiSNdlk4Et0ctGxsnLh.md
index 44fa3095..30728e4d 100644
--- a/feishu-pages/docs/PW34wZp2OiSNdlk4Et0ctGxsnLh.md
+++ b/feishu-pages/docs/PW34wZp2OiSNdlk4Et0ctGxsnLh.md
@@ -21,18 +21,18 @@ sidebar_position: 3
 
 執行菜單：公司行動&gt;費用管理&gt;全局規則 Tab 頁籤
 
-可以維護管理公司行動的全局相關費用收取配置（預告 - 方案類型 - 費用類型）
+可以維護管理公司行動的全局相關費用收取配置（預告-方案類型-費用類型）
 
 <img src="/assets/XQxHbmdT3oE3kwxIaTGcbKk7nph.png" src-width="3344" src-height="1558" align="center"/>
 
-也可以在記錄右側區點擊【編輯】，來修改所對應的公司行動費用配置，可以在左上方點擊【新建】，來增加一筆費用配置
+也可以在記錄右側區點擊【編輯】，來修改所對應的公司行動費用配置， 可以在左上方點擊【新建】，來增加一筆費用配置
 
 <img src="/assets/CVeTbc0eHoXCyaxNXlCcSUFbnve.png" src-width="3192" src-height="1842" align="center"/>
 
 字段说明：
 
-- 分紅類的收費（權益金額 + 比例收費），收費幣種同分紅幣種 
-- SCRIP DIVIVED 方案，配置的是是權益金額 + 比例收費的，則收費會以（每股派息比例*股數）來收費 
+- 分紅類的收費（權益金額+比例收費），收費幣種同分紅幣種 
+- SCRIP DIVIVED 方案，配置的是是權益金額+比例收費的，則收費會以（每股派息比例*股數）來收費 
 - 選股選息選擇多個方案的，會按行權數量最多方案幣種來收費。實際操作：當作行權都行在這個方案
 - 實際收費幣種和配置幣種不一致的，會針對最高、最低收費會進行匯率轉化 
 - 截取方式：控制小數位數的截取方式，按照 2 位截取
diff --git a/feishu-pages/docs/PjI5wER20ic3VDkLX6ccjqv3nAh.md b/feishu-pages/docs/PjI5wER20ic3VDkLX6ccjqv3nAh.md
index 9b4de74c..98816150 100644
--- a/feishu-pages/docs/PjI5wER20ic3VDkLX6ccjqv3nAh.md
+++ b/feishu-pages/docs/PjI5wER20ic3VDkLX6ccjqv3nAh.md
@@ -21,19 +21,19 @@ sidebar_position: 1
 
 <img src="/assets/ZjB5bCzceoAWVFxltOOcbsSdnLc.png" src-width="3348" src-height="298" align="center"/>
 
-系統提供兩種方式 手工新增：手動創建 與 快捷創建
+系統提供兩種方式 手工新增： 手動創建 與 快捷創建
 
- **手動創建**：自行輸入 預告類型/標的/預告標號/除淨日 或 登記日期
+ **手動創建**： 自行輸入 預告類型/標的/預告標號/除淨日 或 登記日期
 
-                      預告編號要自行填寫 (不可與 現行系統已有編號相同)
+                      預告編號要自行填寫(不可與 現行系統已有編號相同)
 
- **快捷創建**：是利用系統內已導入的 CCNAN05 檔內的預告編號，讀取其對應資料來產生公司行動數據紀錄
+ **快捷創建**：是利用系統內已導入的 CCNAN05 檔內的預告編號， 讀取其對應資料來產生公司行動數據紀錄
 
-                     這狀況是指可能 05 檔某個數據初始失敗時，可重新讀取該編號，重新產生
+                     這狀況是指可能05檔某個數據初始失敗時,可重新讀取該編號,重新產生
 
 <img src="/assets/AgmObCpLpogSIyxpLkEcSy4VnFd.png" src-width="3364" src-height="1394" align="center"/>
 
-此時根據不同類型填寫預告必要欄位 (紅色* 圖標) ,請依系統導引填入正確欄位值內容後存檔確認
+此時根據不同類型填寫預告必要欄位(紅色* 圖標) ,請依系統導引填入正確欄位值內容後存檔確認
 
 <img src="/assets/CFQ3b3mTyoZDchxQoSUciaxRnEg.png" src-width="2984" src-height="752" align="center"/>
 
diff --git a/feishu-pages/docs/PxB7wuhXNia0XOk8Vohc6HeEnCe.md b/feishu-pages/docs/PxB7wuhXNia0XOk8Vohc6HeEnCe.md
index 1ed8ce80..ff6e4514 100644
--- a/feishu-pages/docs/PxB7wuhXNia0XOk8Vohc6HeEnCe.md
+++ b/feishu-pages/docs/PxB7wuhXNia0XOk8Vohc6HeEnCe.md
@@ -18,31 +18,31 @@ sidebar_position: 6
 <tr>
 <td><p><strong>術語</strong><strong>/ 缩略****詞</strong></p></td><td><p><strong>說****明</strong></p></td></tr>
 <tr>
-<td><p>登記日 Record Date</p></td><td><p>分股分紅的登記日，拆合股的生效日<br/>系統基於此獲取持倉客戶</p></td></tr>
+<td><p>登記日Record Date</p></td><td><p>分股分紅的登記日，拆合股的生效日<br/>系統基於此獲取持倉客戶</p></td></tr>
 <tr>
-<td><p>除權日 Ex Dividend Date</p></td><td><p>在除權日前一天結算後，仍持有該股票的投資者會自動參與該公司行動。例如股票派息的話，除權日當天開市時會自動將公佈會派出的利息於股價扣減<br/>美股公司行動等會將除權日轉化爲登記日，系統實際交互以登記日爲準</p></td></tr>
+<td><p>除權日 Ex Dividend Date</p></td><td><p>在除權日前一天結算後，仍持有該股票的投資者會自動參與該公司行動。例如股票派息的話, 除權日當天開市時會自動將公佈會派出的利息於股價扣減<br/>美股公司行動等會將除權日轉化爲登記日，系統實際交互以登記日爲準</p></td></tr>
 <tr>
-<td><p>預告編號<br/>公告編號</p></td><td><p>上手的預告編號，具有唯一性<br/>港股爲 A 開頭的編號</p></td></tr>
+<td><p>預告編號<br/>公告編號</p></td><td><p>上手的預告編號，具有唯一性<br/>港股爲A開頭的編號</p></td></tr>
 <tr>
-<td><p>預告類型 Announcement Type</p></td><td><p>枚舉：TM/OO/EO/BE 等各類型公司行動</p></td></tr>
+<td><p>預告類型Announcement Type</p></td><td><p>枚舉：TM/OO/EO/BE 等各類型公司行動</p></td></tr>
 <tr>
-<td><p>選擇開始時間 Election From</p></td><td><p>執行方式爲可選擇的必須填寫<br/>必須到這個時間點才能_進行行權指令收集_</p></td></tr>
+<td><p>選擇開始時間Election From</p></td><td><p>執行方式爲可選擇的必須填寫<br/>必須到這個時間點才能_進行行權指令收集_</p></td></tr>
 <tr>
-<td><p>選擇結束時間 Client Election To</p></td><td><p>執行方式爲可選擇的必須填寫<br/>C 端客戶操作結束時間</p></td></tr>
+<td><p>選擇結束時間Client Election To</p></td><td><p>執行方式爲可選擇的必須填寫<br/>C端客戶操作結束時間</p></td></tr>
 <tr>
 <td><p>選擇結束時間（CCASS）Election To（CCASS）</p></td><td><p>執行方式爲可選擇的必須填寫<br/>上手券商選擇結束日期</p></td></tr>
 <tr>
-<td><p>支付日期 Payable Date</p></td><td><p>決定執行的流水展示在那一天</p></td></tr>
+<td><p>支付日期Payable Date</p></td><td><p>決定執行的流水展示在那一天</p></td></tr>
 <tr>
-<td><p>創建時間 Created Time</p></td><td><p>預告在公司行動系統內創建的時間</p></td></tr>
+<td><p>創建時間Created Time</p></td><td><p>預告在公司行動系統內創建的時間</p></td></tr>
 <tr>
-<td><p>更新時間 Updated Time</p></td><td><p>預告在公司行動系統內創建的時間</p></td></tr>
+<td><p>更新時間Updated Time</p></td><td><p>預告在公司行動系統內創建的時間</p></td></tr>
 <tr>
 <td><p>執行方式</p></td><td><p>描述公司行動流程推進是否需要客戶參與行權，分爲強制執行和可選擇（自願類）</p></td></tr>
 <tr>
 <td><p>過戶費收取 Is Scrip Fee</p></td><td><p>決定是否收取過戶費</p></td></tr>
 <tr>
-<td><p>派發 NOMINEE</p></td><td><p>派股、供股等才生效，決定新派發的股票是否在將來的公司行動中需要收取過戶費，STREET 需要收取，NOMINEE 不需要收取</p></td></tr>
+<td><p>派發NOMINEE</p></td><td><p>派股、供股等才生效，決定新派發的股票是否在將來的公司行動中需要收取過戶費，STREET需要收取，NOMINEE不需要收取</p></td></tr>
 </tbody>
 </table>
 
diff --git a/feishu-pages/docs/Q0vYwnXHKiBvoRki96Sct30cnY3.md b/feishu-pages/docs/Q0vYwnXHKiBvoRki96Sct30cnY3.md
index 5fac2f33..e416ce54 100644
--- a/feishu-pages/docs/Q0vYwnXHKiBvoRki96Sct30cnY3.md
+++ b/feishu-pages/docs/Q0vYwnXHKiBvoRki96Sct30cnY3.md
@@ -41,7 +41,7 @@ sidebar_position: 0
 
 <img src="/assets/I9s0bb9kcoFmRvxdS5hclLGZnSf.png" src-width="3240" src-height="1066" align="center"/>
 
-此時可以選擇現有標籤（支持多個標籤同時存在）或 重新 新建一個 標籤
+此時可以選擇現有標籤（支持多個標籤同時存在） 或 重新 新建一個 標籤
 
 <img src="/assets/V1dibfVpFoVOnIxzQVRc2qpanvb.png" src-width="2340" src-height="968" align="center"/>
 
@@ -105,11 +105,11 @@ sidebar_position: 0
 
 導出功能可以選擇導出的檔案類型
 
-· CSV 默認支持：按頁面列表展示的列欄位導出
+· CSV 默認支持 ：按頁面列表展示的列欄位導出
 
-· PDF 配置支持：按定義的列印模板欄位導出，支持分組總計以及報表組合
+· PDF 配置支持 ：按定義的列印模板欄位導出，支持分組總計以及報表組合
 
-· EXCEL 配置支持：按定義的列印模板欄位導出，支持分組總計以及報表組合
+· EXCEL 配置支持： 按定義的列印模板欄位導出，支持分組總計以及報表組合
 
 點擊後會會自動產生一個報表導出任務，後續可以在導出列表頁面查看進度並作下載操作
 
diff --git a/feishu-pages/docs/QUUbwWFmHiE5xTku4B1cy35Cn5c.md b/feishu-pages/docs/QUUbwWFmHiE5xTku4B1cy35Cn5c.md
index ebd75b6d..cc5c63c9 100644
--- a/feishu-pages/docs/QUUbwWFmHiE5xTku4B1cy35Cn5c.md
+++ b/feishu-pages/docs/QUUbwWFmHiE5xTku4B1cy35Cn5c.md
@@ -27,7 +27,7 @@ sidebar_position: 1
 
 <img src="/assets/IG5rbIjM8oBaBoxqvZYcIAtSntC.png" src-width="3216" src-height="576" align="center"/>
 
-點擊【詳情】可以進一步查看客戶 margin call 詳情，並支持對期權操作【平倉】
+點擊【詳情】可以進一步查看客戶margin call詳情，並支持對期權操作【平倉】
 
 <img src="/assets/EyqBbTz9ao9FbtxVtQtc3HY2nXf.png" src-width="3262" src-height="1626" align="center"/>
 
@@ -39,7 +39,7 @@ sidebar_position: 1
 
 <img src="/assets/XXFabwcZhoLJcextJ2hcO87lnEg.png" src-width="3234" src-height="720" align="center"/>
 
-點擊【詳情】可以進一步查看客戶 margin call 詳情，並支持對空頭股票操作【平倉】
+點擊【詳情】可以進一步查看客戶margin call詳情，並支持對空頭股票操作【平倉】
 
 <img src="/assets/A5TQbDYIpo2hu2x0oyIcx6zGngb.png" src-width="3252" src-height="1608" align="center"/>
 
diff --git a/feishu-pages/docs/RTsjw13ZPibI3pkpluWcTzWEnkc.md b/feishu-pages/docs/RTsjw13ZPibI3pkpluWcTzWEnkc.md
index d2843895..0b4d475f 100644
--- a/feishu-pages/docs/RTsjw13ZPibI3pkpluWcTzWEnkc.md
+++ b/feishu-pages/docs/RTsjw13ZPibI3pkpluWcTzWEnkc.md
@@ -9,7 +9,7 @@ sidebar_position: 1
 
 # 適用場景
 
-處理公司行動登記後對客戶產生的權益明細，對客戶權益明細的管理（新增/ 作廢/客戶權益查詢）
+處理公司行動登記後對客戶產生的權益明細,對客戶權益明細的管理（新增/ 作廢/客戶權益查詢）
 
 # 前置条件
 
@@ -39,8 +39,8 @@ sidebar_position: 1
 
  注意事項： 
 
-1. 若在客戶選擇階段所新增的，不會再發送通知 (APP 等)
-2. 狀態為：未登記、執行後不可新增 
+1. 若在客戶選擇階段所新增的，不會再發送通知 (APP等)
+2. 狀態為:未登記、執行後不可新增 
 
 <img src="/assets/NZEJbMYBFoUURsx97tTc3reknAg.png" src-width="3408" src-height="1324" align="center"/>
 
@@ -52,7 +52,7 @@ sidebar_position: 1
 
 注意事項： 
 
-1. 在登記後可以即操作作廢，注意：若在選股選息等進入客戶選擇階段後再作廢容易引起客訴 
+1. 在登記後可以即操作作廢，注意： 若在選股選息等進入客戶選擇階段後再作廢容易引起客訴 
 2. 執行後不能作廢
 
 <img src="/assets/QpaYbKAdwoO5WqxUeMscWGW6n2f.png" src-width="3382" src-height="1424" align="center"/>
diff --git a/feishu-pages/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md b/feishu-pages/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
index b1995271..59669a11 100644
--- a/feishu-pages/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
+++ b/feishu-pages/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
@@ -17,9 +17,11 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：KYC&gt;開戶審核記錄
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC&gt;開戶審核記錄</p>
+</div>
 
-可查詢客戶開戶審核記錄，點選【詳情】可以查詢開戶 KYC 流程審核節點（合規/RO/VC）的審核記錄與細部資料
+可查詢客戶開戶審核記錄，點選 【詳情】可以查詢開戶 KYC 流程審核節點（合規/RO/VC）的審核記錄與細部資料
 
 <img src="/assets/WqUOblxImoVkKqx9ChzcNuMlnLd.png" src-width="3230" src-height="1494" align="center"/>
 
diff --git a/feishu-pages/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md b/feishu-pages/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
index dccf6a74..c4144ff1 100644
--- a/feishu-pages/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
+++ b/feishu-pages/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
@@ -9,7 +9,7 @@ sidebar_position: 3
 
 ## 適用場景
 
-本場景是可以查看全部 TESS 的命中記錄，用於開戶相關的風險審查
+本場景是可以查看全部TESS的命中記錄，用於開戶相關的風險審查
 
 ## 前置条件
 
@@ -17,11 +17,13 @@ sidebar_position: 3
 
 ## 操作說明
 
-菜單入口：KYC&gt; AML 監查後台（TESS）
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC&gt; AML 監查後台（TESS）</p>
+</div>
 
 本作業可以查看全部有 TESS 調用記錄的客戶的監控狀態和待處理警報
 
-注意：未命中的客戶紀錄，將不會在此展示
+注意： 未命中的客戶紀錄，將不會在此展示
 
 <img src="/assets/P86Gb51eVoQeEfxqzfQcJcvDnKr.png" src-width="3224" src-height="1618" align="center"/>
 
diff --git a/feishu-pages/docs/S2low898GirK4jk39wacQ2p0nNg.md b/feishu-pages/docs/S2low898GirK4jk39wacQ2p0nNg.md
index 2d2fd09e..13c31475 100644
--- a/feishu-pages/docs/S2low898GirK4jk39wacQ2p0nNg.md
+++ b/feishu-pages/docs/S2low898GirK4jk39wacQ2p0nNg.md
@@ -1,11 +1,11 @@
 ---
-title: 場景 - 拆合股、换股 CA
+title: 場景-拆合股、换股 CA
 slug: xxxxxxxxx
 sidebar_position: 9
 ---
 
 
-# 場景 - 拆合股、换股 CA
+# 場景-拆合股、换股 CA
 
 ## 適用場景
 
@@ -20,8 +20,8 @@ sidebar_position: 9
 執行菜單：公司行動&gt;公司行動管理
 
 - 整體流程類似 TM，用於處理拆合股、換股場景 
-- 在預告創建時選擇 CA，方案選擇 CA-Share Consolidation、CA-Share Subdivision/Splitting、CA-Share Conversion 按照預告和方案的必填字端要求輸入必要字段
-- 拆合股 公司行動（CA 類）執行後會 增加 App 推送提醒
+- 在預告創建時選擇 CA，方案選擇 CA-Share Consolidation、CA-Share Subdivision/Splitting 、CA-Share Conversion 按照預告和方案的必填字端要求輸入必要字段
+- 拆合股 公司行動（CA 類）執行後會 增加 APP 推送提醒
 
 <img src="/assets/Z9gobvFziow58xxDzPncVMcZnKf.png" src-width="972" src-height="291"/>
 
diff --git a/feishu-pages/docs/SCOLw1RqiieHZrk7BuncLSBvnte.md b/feishu-pages/docs/SCOLw1RqiieHZrk7BuncLSBvnte.md
index 9581e2d1..9ca58880 100644
--- a/feishu-pages/docs/SCOLw1RqiieHZrk7BuncLSBvnte.md
+++ b/feishu-pages/docs/SCOLw1RqiieHZrk7BuncLSBvnte.md
@@ -9,7 +9,7 @@ sidebar_position: 6
 
 ## 適用場景
 
-基於 SFC 保證金指引的壓力測試與股票、客戶相關的監控。
+基於SFC保證金指引的壓力測試與股票、客戶相關的監控。
 
 ## 前置條件
 
@@ -28,13 +28,13 @@ sidebar_position: 6
 
 <img src="/assets/FWgQb5QmzoYSXVxu3nscJYgunl5.png" src-width="3180" src-height="1246" align="center"/>
 
-注：相關豁免規則配置 請在執行菜單：「系統設置」&gt;「風控」&gt;「風控參數」菜單內配置
+注： 相關豁免規則配置 請在執行菜單：「系統設置」&gt;「風控」&gt;「風控參數」菜單內配置
 
 當計算完畢，可以在記錄右側操作區，點選【詳情】查看計算的結果
 
 <img src="/assets/WmmXbFlkAosiAPxBRyncqYQ3n2d.png" src-width="3184" src-height="1260" align="center"/>
 
-【詳情】頁面展示的列表數據可以用來評估模擬計算結果是否符合預期；如同時模擬計算 margin call 和非速凍資金盈餘則會分開兩個列表展示
+【詳情】頁面展示的列表數據可以用來評估模擬計算結果是否符合預期；如同時模擬計算margin call和非速凍資金盈餘則會分開兩個列表展示
 
 <img src="/assets/JG86bmjyJoMBO4xaJeVcVazfnWd.png" src-width="3238" src-height="1592" align="center"/>
 
diff --git a/feishu-pages/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md b/feishu-pages/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
index 34aec883..e58de1f2 100644
--- a/feishu-pages/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
+++ b/feishu-pages/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
@@ -7,17 +7,134 @@ sidebar_position: 3
 
 # 通道管理
 
-### 通道管理
+## 通道管理
 
-通道管理是針對與  App 常見交互方式，例：Banner 橫條、App 彈窗、App Push、郵件、短信等通道內容管理。
+通道管理是針對與  APP 常見交互方式， 例：Banner 橫條、App 彈窗、App Push、郵件、短信等通道內容管理。
 
 其中橫幅廣告（Banner），是個呈現一個廣告推廣內容的圖片，放置在 App 等互聯網頁面上，是互聯網廣告中最基本的廣告形式，一般是使用 GIF 格式的圖像檔，可以使用靜態圖形，或新興的 Rich Media Banner（豐富媒體 Banner）能賦予橫幅更強的表現力和交互內容。
 
-以下分別 整理幾個常見通道管理內容，逐步導引來建立：
+## 適用場景
 
-- [【場景】如何創建一個 App Banner](./YXFMwr7G9iMBwdki1sicDycUnle) 
-- [【場景】如何創建一個 App 彈窗？](./QiYrwKk0AikUSpkQRtOct87bnQB) 
-- [【場景】如何創建一個 App Push 消息？](./TyAnwpS7viTqgDkFPtocMBlKnhf) 
-- [【場景】如何創建一個 郵件消息？](./HOJWw8cmCimIx3kSOlvcyH4Inwb) 
-- [【場景】如何創建一個 短信消息？](./Gq73wjUUYiHaUNk1H8rcKVmHnZg) 
+如何創建一個 App Banner？
+
+如何創建一個 App 彈窗？
+
+如何創建一個 APP Push 消息？
+
+如何創建一個 郵件消息？
+
+如何創建一個 短信消息？
+
+以下分別 整理幾個常見通道管理內容， 逐步導引來建立：
+
+## 操作說明
+
+### 如何創建一個 App Banner
+
+以下是創建 App Banner 的步驟順序：
+
+- 選擇 Banner 類型：如-需要創建一個在市場首頁位置的 Banner
+- 設置 Banner 順序：同一個位置的 Banner 有多個配置上時，按照數字從小到大的順序進行輪播
+- 設置 Banner 名稱：用於區分 Banner，作爲業務標識
+- 設置 Banner 圖片：有裁剪和普通上傳 2 種方式，按需選擇
+- 設置 Banner 跳轉鏈接：一般使用 Pagehub 生成 H5 鏈接後進行配置，也可使用 App 內的 H5 頁面鏈接
+- 設置 Banner 運行週期：Banner 生效的週期，在設置週期內，Banner 生效，過期後則不再展示
+- 設置 Banner 可見範圍：全部用戶可見-則 App 所有用戶可以看到 Banner，投放系統可見-則僅計劃配置中的目標受衆可見
+
+<img src="/assets/HT3DbhTFPosKlnx8BQVciwPrnWf.png" src-width="1972" src-height="1640" align="center"/>
+
+### 如何創建一個 App 彈窗
+
+以下是創建 App 彈窗 的步驟順序：
+
+- 彈窗名稱：彈窗標識名稱
+- 彈窗類型：頭圖或全圖，頭圖代表彈窗的標題描述確認按鈕等都將使用編輯的信息，全圖則代表完全使用背景圖作爲彈窗的展示信息
+- 彈窗標題：展示在 App 的標題
+- 彈窗描述：展示在 App 的描述信息
+- 背景圖片：彈窗展示時的背景圖
+- 確認按鈕：彈窗點擊跳轉的按鈕所對應的文案提示
+- 確認按鈕 URL：點擊確認按鈕後，期望跳轉的地址
+- 頻次限制：同一個用戶收到同一個彈窗的次數
+- 活動時間：彈窗生效的時間週期
+- 展示時間：在每天的 0 點到 24 點之間，希望彈窗在什麼時間段展示
+- 彈窗平臺：可以選擇是在 2 個端顯示還是隻在某個單一的端進行顯示
+- 可見狀態：選擇投放系統可見則代表僅計劃配置中的目標受衆可見，全部用戶可見則整個 App 用戶可見彈窗
+
+<img src="/assets/HL6Kb3dnioWPFGxL2qPcYuzjnwd.png" src-width="1924" src-height="1644" align="center"/>
+
+### 如何創建一個 APP Push 消息
+
+投放系統的觸發配置提供了 Push 的自定義模板功能，可以在配置計劃時直接配置內容
+
+以下是創建 App Push  的步驟順序：
+
+- 選擇通道爲 Push
+- 設置標題、內容、上傳封面圖片
+- 選擇通知行爲：常用的爲打開某個活動鏈接或跳轉到新股認購的頁面，具體可按需選擇
+
+<img src="/assets/RLTnbiHHHotpZZxxOtlckJR4n0X.png" src-width="2132" src-height="1526" align="center"/>
+
+### 如何創建一個 郵件消息
+
+投放系統的觸發配置提供了郵件的自定義模板功能，可以在配置計劃時直接配置內容
+
+以下是創建郵件消息的步驟順序：
+
+- 選擇通道爲郵件
+- 設置發件人名稱、郵件標題
+- 通過富文本編輯器編輯郵件正文
+- 添加郵件附件、設置郵件發件郵箱
+
+<img src="/assets/HttRb5uhko6XWKxcMNXceePynhe.png" src-width="1694" src-height="1362" align="center"/>
+
+### 如何創建一個 短信消息
+
+投放系統的觸發配置提供了短信的自定義模板功能，可以在配置計劃時直接配置內容
+
+以下是創建短信消息的步驟順序：
+
+- 選擇通道爲短信
+- 選擇短信發送地區
+- 選擇短信類型：投放系統一般使用營銷活動
+- 設置短信內容
+
+<img src="/assets/FYtmb2DCRohOwXxFbHscpVXAnFb.png" src-width="2226" src-height="1530" align="center"/>
+
+#### 消息模板說明
+
+投放系统的消息觸達（Push、SMS、Email）同时提供了消息模板功能，可以創建日常通用消息模板，同時消息模板也接入了工單審批流程。
+
+菜單入口：投放系统&gt;消息模板
+
+選擇要創建的消息模板（Push、SMS、Email）；
+
+特别說明：郵件模板只需配置郵件正文内容，郵件頭尾同其他系统郵件配置，無需租户配置
+
+<div class="grid gap-3 grid-cols-3">
+<div>
+<img src="/assets/WTCZbtAjjorFVFx7ouqcOXbmnLf.png" src-width="1276" src-height="1928" align="center"/>
+</div>
+<div>
+<img src="/assets/CHHTbjP9PodPxAxIQh2chehRnVg.png" src-width="1274" src-height="1914" align="center"/>
+</div>
+<div>
+<img src="/assets/R4aQbUt8OoYh05x137mcGDfcn5d.png" src-width="1270" src-height="1916" align="center"/>
+</div>
+</div>
+
+提交審核，審批流程需要進行配置；
+
+審核通過，可在創建 Push、郵件、短信时，選擇消息模板進行發送，無需编辑内容。
+
+<div class="grid gap-3 grid-cols-3">
+<div>
+<img src="/assets/UF2LbF8VSoCaP7xIKGVc0eC8nDe.png" src-width="1346" src-height="518" align="center"/>
+</div>
+<div>
+<img src="/assets/UPozbaGKiobj8jxOCxjcmpGrnRe.png" src-width="1130" src-height="322" align="center"/>
+</div>
+<div>
+<img src="/assets/C5w2bW1a7oZL4Sxp0n1clMDhnWf.png" src-width="756" src-height="302" align="center"/>
+</div>
+</div>
 
diff --git a/feishu-pages/docs/SUMMARY.md b/feishu-pages/docs/SUMMARY.md
index c8877142..0d07ebaf 100644
--- a/feishu-pages/docs/SUMMARY.md
+++ b/feishu-pages/docs/SUMMARY.md
@@ -6,7 +6,6 @@
     - [工單操作說明](LAGyw1xzYiphIgkw0ICcX7len3f.md)
   - [使用指南](DokowCMGEirZERkadBacb92EnAh.md)
     - [客户管理系统（CRM)](FhuGw7gL7iINIBk2shrcITKfnTW.md)
-      - [Dashboard](PmuswGYPMiZIAnkYdpicmqAanyd.md)
       - [CRM](XBQhw94Hligs8tkR4nlckbdKnDc.md)
         - [任務](OtSqwsks9iRZbjkQFsPcdRBGnkf.md)
         - [看板](O3GewB9rnirlDkklQMVcbokAnrd.md)
@@ -16,10 +15,6 @@
       - [KYC](W1rBwke4tiwflqk90bDc9OFAnyb.md)
         - [開戶列表](DDerwSiFZiTCwqkyUtGc2v9hnrg.md)
         - [開戶資料](AD3dwJzzTi4eDakMY7dcYTK1ngb.md)
-          - [全新錄入新開戶申請](Zf04wsxRvidPbAk1BhgcvOVZnjf.md)
-          - [多開通證券帳户申請](QZfIweqitiiPf8kQ6CTcDtqhn9G.md)
-          - [多開通證券子帳户申请](XPZVwYzhoi19Mnk5dQ8cucQ5nIc.md)
-          - [批量修改證劵帳户](Ofpowlv0xi5ecBk3s3cci46YnJb.md)
         - [開戶審核記錄](RfWUwBqNjiuGfZkNtxocUIUensf.md)
         - [AML 監察後台（TESS)](RjF9wIpBFigYdikaQ6wc2JzOncc.md)
         - [第三方驗證](LbYZwsV2kiCtKykYE3Zc405lnC4.md)
@@ -28,7 +23,7 @@
         - [BCAN 碼管理](MrZhwF5qbiou8akMvNect8bSn6f.md)
           - [HKIDR 報送](T8IiwGsqdih0XDkLsfFc3hNcnqf.md)
           - [配置-BCAN 區間](Intlw1TqbijZw2kFGqXcx2ZrnPg.md)
-          - [配置 - 參與者管理](DUjAw62kGicB7jken4CcBaYpnCd.md)
+          - [配置-參與者管理](DUjAw62kGicB7jken4CcBaYpnCd.md)
         - [工單中心](TcvMw8QCUi14p5k5KrUcZFsZnzh.md)
         - [記錄查詢](J1TqwOmxoi0jUvkDzMacB5kWn8b.md)
       - [帮助中心](OYaGwqmXIi0yhTkzQmBcvJnbnng.md)
@@ -39,7 +34,6 @@
         - [消息模板](HA8RwOxQkiShD5keLnIcuVPdnQg.md)
     - [證券后台（WBO)](QQGNwf6t6i3nS9ko0ZTcwb8tnuh.md)
       - [資產帳戶](Xd2qwHVugivJ2fkmA0zc7939npb.md)
-        - [名詞釋義](XsRewvlvNixEuWkvdojc5EUwn7d.md)
         - [賬戶](BDNYwtCvKiPkZAkyckhcd4r0nod.md)
           - [賬戶總覽](EbeXwOZTWipDd7kbkVgcL7hynlv.md)
           - [賬戶餘額](TB8awx7Q3icTAskWz7XcOT2znuh.md)
@@ -66,7 +60,7 @@
         - [換匯](Jhg3wwtLSiSdFekYy1Jcro8Cnhh.md)
         - [匯率管理](Gng5w0uediNvihkaEoKc4TIpnmc.md)
         - [換匯池](Rc72wIljiiSEnik9v03ceb7hnrd.md)
-        - [App 管理](RFcdwGEOPiMSI6kJI9ac11linic.md)
+        - [APP 管理](RFcdwGEOPiMSI6kJI9ac11linic.md)
       - [證券管理](QQjrw6MQuiU34UksQJycdMCnnhl.md)
         - [證券存入](JWBPwraf8i0mCCkSvqMcNv9in6c.md)
         - [證券取出](QN5iwDayViTXVkkkISocUmpQnMc.md)
@@ -86,7 +80,7 @@
         - [公募基金](BeaQwFXULiLLcNkayLicZPT0nsh.md)
         - [公募基金管理](LPlrwK0Y3iubWMkR9btcUInwn7Z.md)
         - [私募基金](FYOjwZT8ui9O4AkoWn6cv0T2n2e.md)
-        - [App 展示管理](A8cIw3eYXiEGJJktP3PcvrU9nn0.md)
+        - [APP 展示管理](A8cIw3eYXiEGJJktP3PcvrU9nn0.md)
       - [清算管理](AxPawktyYi8PpdkXvxVcDXwPneb.md)
         - [合約管理](AmY7wo5zviU2LakZvt9cAupxn0b.md)
           - [客戶合約](TNHdw5WjEi8pi1knbtqcEi6KnWe.md)
@@ -112,14 +106,14 @@
           - [公司行動手動新增](PjI5wER20ic3VDkLX6ccjqv3nAh.md)
           - [公司行動版面說明](KnNFw9Wx5i70pIkVPPPcHUGynDh.md)
           - [公司行動操作順序](KayawFlkwim5vWkrePgcs7n4n6b.md)
-          - [場景 - 牛熊證回收處理](Jo0aw17Meiih1RkxxnVcRLmjnpf.md)
-          - [場景 - 股權認購（OO、EO、RS、ER、TU、TC）](AfizwptfriDumhkqPwbcW0rknhc.md)
-          - [場景 - 紅股紅利](VkDUwdaYkicQvQkg2wFcdIzlnkw.md)
-          - [場景 - 股權清理 (DS)](EBhJwi7B3iK621kqa8LclF5Nnsc.md)
+          - [場景-牛熊證回收處理](Jo0aw17Meiih1RkxxnVcRLmjnpf.md)
+          - [場景-股權認購（OO、EO、RS、ER、TU、TC）](AfizwptfriDumhkqPwbcW0rknhc.md)
+          - [場景-紅股紅利](VkDUwdaYkicQvQkg2wFcdIzlnkw.md)
+          - [場景-股權清理(DS)](EBhJwi7B3iK621kqa8LclF5Nnsc.md)
           - [場景-BE（選股選息）](IqGFwbDgIihU8VkIXMfcveK8nRg.md)
-          - [場景 - 拆合股、换股 CA](S2low898GirK4jk39wacQ2p0nNg.md)
-          - [場景 - 撤銷處理](YIo1wfqami1f5bkSZ6wcz3w2ndf.md)
-          - [場景 - 終止處理](SmQ8wH0Pci8rTRkfdJ9cDs3PnAe.md)
+          - [場景-拆合股、换股 CA](S2low898GirK4jk39wacQ2p0nNg.md)
+          - [場景-撤銷處理](YIo1wfqami1f5bkSZ6wcz3w2ndf.md)
+          - [場景-終止處理](SmQ8wH0Pci8rTRkfdJ9cDs3PnAe.md)
         - [客户明細](RTsjw13ZPibI3pkpluWcTzWEnkc.md)
         - [美股期權](E2RvwEXp2itkGWknXpdc7dennqg.md)
         - [費用管理](PW34wZp2OiSNdlk4Et0ctGxsnLh.md)
@@ -142,12 +136,12 @@
         - [風控報表](Wb8gwE99yi1a3tk7ZL9chvkmnFb.md)
         - [壓力測試](SCOLw1RqiieHZrk7BuncLSBvnte.md)
         - [指數管理](WQxNw84RpiU6uqkbY6CcBl2Tnrh.md)
-        - [Haircut 管理](FykcwRMs6iQdoDkeXB0cbIxjnYg.md)
+        - [Haircut管理](FykcwRMs6iQdoDkeXB0cbIxjnYg.md)
       - [報表管理](DgyFwnAgCictXGkMKgxcsP23n2A.md)
         - [報表打印](Q0vYwnXHKiBvoRki96Sct30cnY3.md)
         - [批量打印](YxHXw02jjiVSDIkYteGcSjNtnCg.md)
         - [匯出日誌](KqsiwE8VIi47oHkNT6ac84WCnBf.md)
-        - [CRS 文件生成](K1cXwE7v7ius56k4fGOcaT0kneg.md)
+        - [CRS文件生成](K1cXwE7v7ius56k4fGOcaT0kneg.md)
       - [經紀人管理](Y51twlFGEiOUBAkBTVecuwACnbf.md)
         - [關係管理](XGn5wW8mBio8epkmyobcrew5nsh.md)
         - [團隊與經紀人](HXpow2zeIif4nFkNWNacUQYunZb.md)
@@ -176,17 +170,8 @@
       - [投放系统](HFS5wXhvXi0yh7kKbllc8Xp4n9c.md)
         - [名詞釋義](JtPWwBed0i8H6ukpRIVcXLkJnvb.md)
         - [運營計畫](AmT7wLDONiG6BMkaHaMchSa8nOg.md)
-          - [【場景】如何創建一個定時型 - 單次計劃？](Gicdw3YEtiDhLYkyLC6cLx79njb.md)
-          - [【場景】如何創建一個 定時型 - 重複 計劃？](P0E9wXWm4iGRLEkDSX1chq9Jnuh.md)
-          - [【場景】如何創建一個 獲取型-API 計劃？](EPH5wRfGhidNKDkJQi6cYwE3nvS.md)
-          - [【場景】如何創建一個 觸發型 - 完成 A 計劃](ZYDewLFtuidmgjkzwEBcJvcln5d.md)
         - [用戶分群](GOzGwOwG8iwszsksO8Mc81GNnFo.md)
         - [通道管理](STFEw4Lqni88GtkV2CHcTL71nAg.md)
-          - [【場景】如何創建一個 App Banner](YXFMwr7G9iMBwdki1sicDycUnle.md)
-          - [【場景】如何創建一個 App 彈窗？](QiYrwKk0AikUSpkQRtOct87bnQB.md)
-          - [【場景】如何創建一個 App Push 消息？](TyAnwpS7viTqgDkFPtocMBlKnhf.md)
-          - [【場景】如何創建一個 郵件消息？](HOJWw8cmCimIx3kSOlvcyH4Inwb.md)
-          - [【場景】如何創建一個 短信消息？](Gq73wjUUYiHaUNk1H8rcKVmHnZg.md)
       - [活動系统](GhdWwm72LicoNykrY8KcJm2wnEc.md)
         - [標準活動管理](GUtBwj3CninF35k2Isrc5HFJnzd.md)
           - [邀請活動](DbZcwF2cAiO6p3kHIgicqjFKn1d.md)
@@ -226,8 +211,8 @@
     - [WTT](S8mWwT04yionPLkAoSycmtlJnsf.md)
   - [Getting Started](LOUewssFdieBhJkchcfcJmxrnme.md)
   - [FAQ](LVW4wQrY3iv5ldkjbEOc6zMSnwc.md)
-    - [业务场景 1](GDatwmyl8isVNtk1yjecrrEwn41.md)
-    - [业务场景 2](P3GcwwOXpiHLCXkbyCRckoFpnmv.md)
+    - [业务场景1](GDatwmyl8isVNtk1yjecrrEwn41.md)
+    - [业务场景2](P3GcwwOXpiHLCXkbyCRckoFpnmv.md)
   - [Release Notes](Cn7Wws0goic2tDkpXpJcwagUnXb.md)
     - [Whale Console](E5L0wVGoPic5ejk7Ra4crCYWnsh.md)
     - [WTT](KPDMwlRsZigBnKkB8NycuV31n4d.md)
diff --git a/feishu-pages/docs/SmQ8wH0Pci8rTRkfdJ9cDs3PnAe.md b/feishu-pages/docs/SmQ8wH0Pci8rTRkfdJ9cDs3PnAe.md
index 7760bcd9..46a34df6 100644
--- a/feishu-pages/docs/SmQ8wH0Pci8rTRkfdJ9cDs3PnAe.md
+++ b/feishu-pages/docs/SmQ8wH0Pci8rTRkfdJ9cDs3PnAe.md
@@ -1,17 +1,17 @@
 ---
-title: 場景 - 終止處理
+title: 場景-終止處理
 slug: xxxxxxxxx
 sidebar_position: 11
 ---
 
 
-# 場景 - 終止處理
+# 場景-終止處理
 
 ## 適用場景
 
-將某個公司行動的權益操作終止，下列公司行動節點與系統狀態下，可以操作公司行動預告終止處理，確認‘終止’後将會删除预告及關聯信息
+將某個公司行動的權益操作終止,下列公司行動節點與系統狀態下， 可以操作公司行動預告終止處理，確認‘終止’後将會删除预告及關聯信息
 
-- 推進状態：初始化（预告創建成功的）
+- 推進状態：初始化 （预告創建成功的）
 - 推進状態：登記成功，過户費收取字段值为否（不需過戶操作），執行方式为强制型可操作
 - 推進状態：登記成功，執行方式为可選擇的，指令收集状態为初始化的可操作
 
diff --git a/feishu-pages/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md b/feishu-pages/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
index 3ed858f6..1c818c2c 100644
--- a/feishu-pages/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
+++ b/feishu-pages/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
@@ -17,25 +17,27 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### HKIDR 報送
 
 本作業可以處理 HKIDR 機制的 BCAN-CID 檔案上傳（分成 SFTP 自動上傳與手動上傳 兩種模式）
 
-- 注：有關中華通的 BCAN 說明 將在系統開放支持時說明
+- 注： 有關中華通的 BCAN 說明 將在系統開放支持時說明
 
 <img src="/assets/BYcPbsqrgohUafxOwtscJK1enYe.png" src-width="1280" src-height="586" align="center"/>
 
 其中申報邏輯：上報的數據是 已開通帳戶、有 BCAN 碼且同意授權協議的全量客戶，申報給港交易所後，獲取交易所返回的檔內容，將 BCAN 生效的狀態同步更新；
 
-1. **若是劵商是 ****EP**** 租戶**：本作業是支持自動申報上傳（透過 SFTP 的 SDNet/2 线路）
+1. **若是劵商是 ****EP**** 租戶**： 本作業是支持自動申報上傳（透過 SFTP 的 SDNet/2 线路）
 
 SFTP 申報方式說明如下：
 
 <img src="/assets/FyiOb1BuPoldCzxSpA9cL40NnBf.png" src-width="3250" src-height="1542" align="center"/>
 
-1. **若是劵商是 OB 租戶**：是要手動產生 BCAN-CID 檔後，再人工透過 SFC Web ECP 網站上傳資料
+1. **若是劵商是 OB 租戶**： 是要手動產生 BCAN-CID 檔後，再人工透過 SFC Web ECP 網站上傳資料
 
 SFC Wings 申報方式說明如下：
 
diff --git a/feishu-pages/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md b/feishu-pages/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
index d893a820..c9607252 100644
--- a/feishu-pages/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
+++ b/feishu-pages/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
@@ -17,13 +17,15 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產賬戶&gt;帳戶&gt; 餘額查詢
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產賬戶 &gt; 帳戶 &gt; 餘額查詢</p>
+</div>
 
-選擇需要查詢的資產類型，分現金、股票、基金、期權、債券、OTC 其他、虛擬資產
+選擇需要查詢的資產類型，分現金、股票、基金、期權、債券、OTC其他、虛擬資產
 
 <img src="/assets/DWLDbnL2zob5y8xLuWEczOiKnSe.png" src-width="3226" src-height="212" align="center"/>
 
-若針對某些客戶查詢現金餘額場景，可在右上角提供方便的【手工提現】操作入口
+若針對某些客戶查詢現金餘額場景，可在右上角提供方便的 【手工提現】 操作入口
 
 <img src="/assets/LVMpbSxOyoKvsfxECrYcB7kinif.png" src-width="3234" src-height="670" align="center"/>
 
diff --git a/feishu-pages/docs/TNHdw5WjEi8pi1knbtqcEi6KnWe.md b/feishu-pages/docs/TNHdw5WjEi8pi1knbtqcEi6KnWe.md
index b8a09880..d7c1e752 100644
--- a/feishu-pages/docs/TNHdw5WjEi8pi1knbtqcEi6KnWe.md
+++ b/feishu-pages/docs/TNHdw5WjEi8pi1knbtqcEi6KnWe.md
@@ -151,7 +151,7 @@ OTC 補單系統會按大賬號自動計算託管商、子倉
 
 #### **券商快捷補單**
 
-在完成所有客戶合約補單後，可以透過右上【劵商快捷補單】操作劵商補單
+在完成所有客戶合約補單後，可以透過右上【劵商快捷補單 】操作劵商補單
 
 注意：券商快捷補单僅能查詢结算渠道为 OTC 的數據，生成的數據用于清算前檢查步骤的對帳
 
diff --git a/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md b/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md
index 982ed466..08cd1262 100644
--- a/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md
+++ b/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md
@@ -15,7 +15,7 @@ Whale 提供兩種 全局搜索 Tab 功能：  **搜索作業功能 **與 **搜
 
 ### 全局功能搜索
 
-作業功能搜索 Tab 功能：可以輸入 相關關鍵字 來檢索 作業功能，方便快速切換到該作業
+作業功能搜索 Tab 功能： 可以輸入 相關關鍵字 來檢索 作業功能 ， 方便快速切換到該作業
 
 <img src="/assets/Kn3CbXcqPoODAnxGg0ZctF1LnKd.png" src-width="3810" src-height="1318" align="center"/>
 
@@ -25,7 +25,7 @@ Whale 提供兩種 全局搜索 Tab 功能：  **搜索作業功能 **與 **搜
 
 <img src="/assets/HJr2bxOvToO50lxddURcoSqPnPd.png" src-width="3198" src-height="1142" align="center"/>
 
-搜索到相關客戶後，會出現該客戶的簡要基本資料（帳戶通訊資料），其中搜索支持：
+搜索到相關客戶後， 會出現該客戶的簡要基本資料（帳戶通訊資料），其中搜索支持：
 
 客戶搜索支持姓名、證券帳號模糊查詢
 
diff --git a/feishu-pages/docs/TbDRwiqbziYnqAk7sTvctWvTnkf.md b/feishu-pages/docs/TbDRwiqbziYnqAk7sTvctWvTnkf.md
index 62167c3a..ca88b90e 100644
--- a/feishu-pages/docs/TbDRwiqbziYnqAk7sTvctWvTnkf.md
+++ b/feishu-pages/docs/TbDRwiqbziYnqAk7sTvctWvTnkf.md
@@ -9,7 +9,7 @@ sidebar_position: 0
 
 ### 適用場景
 
-Whale 系統 提供 三種終端方式來交易基金，分別是 LongPort APP端/WTT 端/WBO 後台，而本作業室是屬於基金後台基金下單作業，直接在 WBO 後台錄入一筆基金交易訂單 (包含私募/公募基金) 的申購或贖回交易
+Whale 系統 提供 三種終端方式來交易基金,分別是LongPort APP端/WTT 端/WBO 後台,而本作業室是屬於基金後台基金下單作業,直接在WBO 後台錄入一筆基金交易訂單(包含私募/公募基金)的申購或贖回交易
 
 ### 前置條件
 
@@ -17,26 +17,26 @@ Whale 系統 提供 三種終端方式來交易基金，分別是 LongPort APP
 
 ### 使用說明
 
-執行菜單：交易面板&gt;基金下單
+執行菜單:交易面板&gt;基金下單
 
 <img src="/assets/UCqtbpIXEoxtAkxzDO5c1IrvnNd.png" src-width="2978" src-height="1642" align="center"/>
 
-（申購/贖回):錄入一筆後台基金訂單步驟如下：
+（申購/贖回):錄入一筆後台基金訂單步驟如下:
 
-- 輸入基本客戶帳號後，會展示客戶帳戶的購買力 
+- 輸入基本客戶帳號後,會展示客戶帳戶的購買力 
 
 <img src="/assets/LigHbzMsYo69TRxJhTRcwA8qn0d.png" src-width="2890" src-height="1570" align="center"/>
 
 <img src="/assets/LM6xb9L3poNFVAxb6oZcmBBunFf.png" src-width="2982" src-height="842" align="center"/>
 
-- 接著輸入 相對應的基金渠道的訂單（申購),對應的基金渠道與基金產品，與申購金額，其中下單頁面填入申購手續費用后，當核準後會從用户的對應幣種现金里直接扣除
-    注：系統會判斷 **申購手續费 + 申購金额 &gt;= 對應交易幣種的现金可提**
+- 接著輸入 相對應的基金渠道的訂單（申購),對應的基金渠道與基金產品,與申購金額,其中下單頁面填入申購手續費用后，當核準後會從用户的對應幣種现金里直接扣除
+    注:  系統會判斷 **申購手續费+申購金额 &gt;= 對應交易幣種的现金可提**
     
 <img src="/assets/TLU3bz4Vao8QnRx1Xznc3j9Kncf.png" src-width="2924" src-height="1432" align="center"/>
 
-或 相對應的基金渠道的訂單（贖回),對應的基金渠道與基金產品，與贖回份數
+或 相對應的基金渠道的訂單（贖回),對應的基金渠道與基金產品,與贖回份數
 
-- 在基本資料檢查無誤後提交後，就會展示在下方到基金訂單區，同時可以在紀錄右側區操作撤單
+- 在基本資料檢查無誤後提交後,就會展示在下方到基金訂單區,同時可以在紀錄右側區操作撤單
     注：若基金后台開始獲取前台基金訂單的时候。此時後台基金錄入訂單就不可撤销。
     <img src="/assets/VL19beCHro7D73xS6N7cbpNvnge.png" src-width="2932" src-height="1720" align="center"/>
 
diff --git a/feishu-pages/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md b/feishu-pages/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
index ecbfe330..a3d98ea4 100644
--- a/feishu-pages/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
+++ b/feishu-pages/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
@@ -16,7 +16,7 @@ sidebar_position: 2
 - 註銷客戶或賬戶
 - 解凍客戶或賬戶
 - 解鎖或重置密碼
-- 修改登錄 App 或交易通道
+- 修改登錄App或交易通道
 - 客戶反饋
 
 ## 前置条件
@@ -25,13 +25,15 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;工單中心
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;工單中心</p>
+</div>
 
 本作業可以管理帳戶（或用戶）的安全管理事項，可以在對應 Tab 頁籤上作出凍結/解鎖/ 注銷的帳戶操作
 
 <img src="/assets/YQCqbGyIQooFaIx3RBPcuG0Rndc.png" src-width="3244" src-height="1588" align="center"/>
 
-也可以點選【新建工單】，建一筆新的工單信息
+也可以點選【新建工單】， 建一筆新的工單信息
 
 <img src="/assets/M0f7b6rfIoeHSuxTNnocNH8An8e.png" src-width="3486" src-height="914" align="center"/>
 
diff --git a/feishu-pages/docs/TvcjwaEa8iI4h7kP2OockM6RnAb.md b/feishu-pages/docs/TvcjwaEa8iI4h7kP2OockM6RnAb.md
index fb8967c8..78629adc 100644
--- a/feishu-pages/docs/TvcjwaEa8iI4h7kP2OockM6RnAb.md
+++ b/feishu-pages/docs/TvcjwaEa8iI4h7kP2OockM6RnAb.md
@@ -9,7 +9,7 @@ sidebar_position: 2
 
 ## 適用場景
 
-股票的保證金作為港美股券商風控的邏輯之一，用於計算購買力、margin call 等場景，一般來講可保證金交易的股票是風險偏低的股票。該菜單主要提供保證金設置功能。
+股票的保證金作為港美股券商風控的邏輯之一，用於計算購買力、margin call等場景，一般來講可保證金交易的股票是風險偏低的股票。該菜單主要提供保證金設置功能。
 
 ## 前置条件
 
@@ -65,7 +65,7 @@ sidebar_position: 2
 
 該菜單用來查看股票保證金/日內交易實時保證金比例的設置記錄以及進行人工同步/取消同步操作。
 
-「股票保證金」「日內交易實時保證金」新增或編輯提交後會在比率設置記錄中会生成未觸發的該保證金設置記錄，也可以點擊【取消】則取消設置，不作記錄，此時點擊【同步】，該記錄狀態變更為已觸發，同時在主頁生成一條股票保證金記錄（若新增的為已存在的股票則更新原記錄）；點擊【取消同步】，則記錄狀態變更為已撤銷，該設置不生效；若不操作人工同步，系統將在設定的有效期生效對應設置
+「股票保證金」「日內交易實時保證金」新增或編輯提交後會在比率設置記錄中会生成未觸發的該保證金設置記錄，也可以點擊【取消】則取消設置，不作記錄 ，此時點擊【同步】，該記錄狀態變更為已觸發，同時在主頁生成一條股票保證金記錄（若新增的為已存在的股票則更新原記錄）；點擊【取消同步】，則記錄狀態變更為已撤銷，該設置不生效；若不操作人工同步，系統將在設定的有效期生效對應設置
 
 <img src="/assets/DC1QbMBc2olqQZxs9k0cGfZrnog.png" src-width="3252" src-height="654" align="center"/>
 
@@ -101,7 +101,7 @@ sidebar_position: 2
 
 <img src="/assets/G1EFb11c5otEeGxanLvcfI9onId.png" src-width="3220" src-height="1646" align="center"/>
 
-注意：若其中若狀態為失效，則說明保證金比例默認為 100%
+注意： 若其中若狀態為失效，則說明保證金比例默認為 100%
 
 ### 保證金風險指標
 
diff --git a/feishu-pages/docs/TzUewt858iKdcqku747c60oAnbh.md b/feishu-pages/docs/TzUewt858iKdcqku747c60oAnbh.md
index 84636213..d40076d5 100644
--- a/feishu-pages/docs/TzUewt858iKdcqku747c60oAnbh.md
+++ b/feishu-pages/docs/TzUewt858iKdcqku747c60oAnbh.md
@@ -16,7 +16,7 @@ sidebar_position: 4
 
 ## 操作說明
 
-以下展示前端  App 有關的配置呈現效果：
+以下展示前端  APP 有關的配置呈現效果：
 
 ### 卡券
 
@@ -25,7 +25,7 @@ sidebar_position: 4
 <p><strong>App 入口</strong></p>
 <img src="/assets/TVzObuszjooalxx8eIvc8mXynxj.png" src-width="628" src-height="1352" align="center"/>
 
-<p>我的 - 我的卡券</p>
+<p>我的-我的卡券</p>
 </div>
 <div>
 <p><strong>我的卡券</strong></p>
@@ -54,10 +54,10 @@ sidebar_position: 4
 <p><strong>App 入口</strong></p>
 <img src="/assets/Y8fab6Du8osXcnxOvpXcgNg4nOb.png" src-width="620" src-height="1366" align="center"/>
 
-<p>我的 - 獎勵記錄</p>
+<p>我的-獎勵記錄</p>
 <img src="/assets/VxK1b0nbMoiPdcxmEUicIVBMnzd.png" src-width="626" src-height="1360" align="center"/>
 
-<p>我的 - 活動中心 - 獎勵</p>
+<p>我的-活動中心-獎勵</p>
 </div>
 <div>
 <p><strong>獎勵記錄</strong></p>
@@ -91,7 +91,7 @@ sidebar_position: 4
 
 <img src="/assets/EIPUbnuL4oHWtvxH93ucziX1nfe.png" src-width="626" src-height="1374" align="center"/>
 
-<p>我的 - 我的行情 - 行情商店</p>
+<p>我的-我的行情-行情商店</p>
 </div>
 <div>
 <p><strong>行情商店</strong></p>
diff --git a/feishu-pages/docs/UKp2wGjASi8YJOkMzuEcfmNonuf.md b/feishu-pages/docs/UKp2wGjASi8YJOkMzuEcfmNonuf.md
index f851d61f..355cb3b3 100644
--- a/feishu-pages/docs/UKp2wGjASi8YJOkMzuEcfmNonuf.md
+++ b/feishu-pages/docs/UKp2wGjASi8YJOkMzuEcfmNonuf.md
@@ -7,7 +7,7 @@ sidebar_position: 1
 
 # Margin call
 
-Margin Call 作業是以實時風控計算的基礎下 ,提供快捷的平倉與追收，Whale 整個保證金追繳的流程参考下圖：
+Margin Call 作業是以實時風控計算的基礎下 ,提供快捷的平倉與追收,Whale整個保證金追繳的流程参考下圖:
 
 <img src="/assets/IEBebOkmhoqDUTxupIscT9IXnZf.jpeg" src-width="1510" src-height="1254" align="center"/>
 
@@ -32,7 +32,7 @@ Margin Call 作業是以實時風控計算的基礎下 ,提供快捷的平倉與
 <tr>
 <td><p>已觸發時長</p></td><td><p>可前端根據當前時間，與觸發預警時間的小時差自主計算</p></td></tr>
 <tr>
-<td><p>淨資產比率</p></td><td><p>NAV=總現金 + 總持倉<br/>淨資產比率= NAV / MAX[ NAV，多頭持倉市值+abs（空頭持倉市值）]<br/>多頭持倉市值：持倉數量為正<br/>空頭持倉市值：支持數量為負</p></td></tr>
+<td><p>淨資產比率</p></td><td><p>NAV=總現金+總持倉<br/>淨資產比率= NAV / MAX[ NAV，多頭持倉市值+abs（空頭持倉市值）]<br/>多頭持倉市值：持倉數量為正<br/>空頭持倉市值：支持數量為負</p></td></tr>
 <tr>
 <td><p>應追繳保證金</p></td><td><p>=維持保證金 * 配置係數  -  NAV</p></td></tr>
 <tr>
@@ -40,7 +40,7 @@ Margin Call 作業是以實時風控計算的基礎下 ,提供快捷的平倉與
 <tr>
 <td><p>總持倉</p></td><td><p>總持倉 = 總股票持倉 + 總期權持倉（期權持倉只包括新的保證金版本的期權）<br/>股票 A 最新價 * 股票 A 持倉數量 + 股票 N 最新價 * 股票 N 持倉數量 +...+ 期權 A 最新價 *期權 A 持倉數量 * 股票 A 持倉數量 + 股票 N 最新價总持仓 = 总股票持仓 + 总期权持仓（期权持仓只包括新的保证金版本的期权）<br/>股票 A 最新價 * 股票 A 持倉數量 + 股票 N 最新價 * 股票 N 持倉數量 +...+  期權 A 最新價 *期權 A 持倉數量 * 股票 A 持倉數量 + 股票 N 最新價</p></td></tr>
 <tr>
-<td><p>股權資產</p></td><td><p>總現金 + 總持倉</p></td></tr>
+<td><p>股權資產</p></td><td><p>總現金+總持倉</p></td></tr>
 <tr>
 <td><p>初始保證金</p></td><td><p>分成股票保证金與期權初始保證金 兩種類型</p></td></tr>
 <tr>
diff --git a/feishu-pages/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md b/feishu-pages/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
index 0755db33..02f97062 100644
--- a/feishu-pages/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
+++ b/feishu-pages/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
@@ -19,9 +19,11 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：資產帳戶&gt;資產調撥&gt; 賬戶間轉帳
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;資產調撥&gt; 賬戶間轉帳</p>
+</div>
 
-列表頁記錄包含後台操作流水和客戶 App 上自主操作的轉帳流水
+列表頁記錄包含後台操作流水和客戶App上自主操作的轉帳流水
 
 在列表页的右上角可以進入帳户間轉帳
 
diff --git a/feishu-pages/docs/VS7Twf1vqieePKkHxvEcDp1CnSh.md b/feishu-pages/docs/VS7Twf1vqieePKkHxvEcDp1CnSh.md
index 2226af2b..946b3862 100644
--- a/feishu-pages/docs/VS7Twf1vqieePKkHxvEcDp1CnSh.md
+++ b/feishu-pages/docs/VS7Twf1vqieePKkHxvEcDp1CnSh.md
@@ -37,7 +37,7 @@ sidebar_position: 2
 
 ### 融資利息調整
 
-注意：日切期間（第一次擊數據匯總後 - 日終流暢點完日切）不能操作利息調整
+注意：日切期間（第一次擊數據匯總後-日終流暢點完日切）不能操作利息調整
 
 點擊調整可調整融資利息
 
@@ -71,7 +71,7 @@ sidebar_position: 2
 
 ### 提前结算
 
-注意：日切期間（第一次擊數據匯總後 - 日終流暢點完日切）不能操作提前結算
+注意：日切期間（第一次擊數據匯總後-日終流暢點完日切）不能操作提前結算
 
 篩選客戶，點擊提前結算
 
diff --git a/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md b/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md
index 6037e97b..2ae3f36f 100644
--- a/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md
+++ b/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md
@@ -9,13 +9,13 @@ sidebar_position: 1
 
 ### 權限策略模式
 
-Whale WBO 權限申請，採用一級業務模組的功能權限策略（不再以二級菜單作業角度） ，分成：
+Whale WBO 權限申請 ，採用一級業務模組的功能權限策略（不再以二級菜單作業角度） ，分成：
 
 **全部功能權限（策略）、只讀功能權限（策略） **和 **其他指定權限（策略）**
 
 <img src="/assets/JcR4bjK5yoIGwsxuXDBc3LyWnRe.png" src-width="1488" src-height="1448"/>
 
-Whale 用戶 可以根據 新的權限策略 來配置新的權限申請，同時系統 也支持 針對一些臨時權限策略設置申請期限（預設不填寫） ，可根據需要填入作為審批參考
+Whale 用戶 可以根據 新的權限策略 來配置新的權限申請 ，同時系統 也支持 針對一些臨時權限策略設置申請期限 （預設不填寫） ，可根據需要填入作為審批參考
 
 <img src="/assets/KV7dbh3x6oTtYVx7rYbc1ByRnQh.png" src-width="1478" src-height="156"/>
 
@@ -27,7 +27,7 @@ Whale 用戶 可以根據 新的權限策略 來配置新的權限申請，同
 
 ### 角色管理詳情
 
-此次 Whale WBO 權限策略模式優化，也同時優化身份管理內的權限添加角色時採用新的權限策略模式
+此次 Whale WBO 權限策略模式優化 ，也同時優化身份管理內的權限添加角色時採用新的權限策略模式
 
 <img src="/assets/PJwkblkFFoHIJqxX8rHcnjscn6d.png" src-width="3406" src-height="1452" align="center"/>
 
diff --git a/feishu-pages/docs/VkDUwdaYkicQvQkg2wFcdIzlnkw.md b/feishu-pages/docs/VkDUwdaYkicQvQkg2wFcdIzlnkw.md
index b2e57375..dbff89ec 100644
--- a/feishu-pages/docs/VkDUwdaYkicQvQkg2wFcdIzlnkw.md
+++ b/feishu-pages/docs/VkDUwdaYkicQvQkg2wFcdIzlnkw.md
@@ -1,15 +1,15 @@
 ---
-title: 場景 - 紅股紅利
+title: 場景-紅股紅利
 slug: xxxxxxxxx
 sidebar_position: 6
 ---
 
 
-# 場景 - 紅股紅利
+# 場景-紅股紅利
 
 ## 適用場景
 
-操作紅股紅利 (BE 類) 的公司行動權益
+操作紅股紅利(BE類)的公司行動權益
 
 ## 前置條件
 
@@ -70,7 +70,7 @@ sidebar_position: 6
 
 <img src="/assets/KqHAbBJOJoLcrjxDtNJcVYD3n5g.png" src-width="2918" src-height="1546" align="center"/>
 
-在客戶明細 - 詳情內可以分別對費用和權益金額進行調整
+在客戶明細-詳情內可以分別對費用和權益金額進行調整
 
 <img src="/assets/VEddbH17jodsgrxcnoZc9vaknbg.png" src-width="2916" src-height="1540" align="center"/>
 
diff --git a/feishu-pages/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md b/feishu-pages/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
index 47a3c75c..0fb5a195 100644
--- a/feishu-pages/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
+++ b/feishu-pages/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
@@ -17,9 +17,11 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;調帳&gt; 手工調帳
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;調帳&gt; 手工調帳</p>
+</div>
 
-在手工調帳選擇對應的調帳類型 Tab 頁籤 (現金/股票/基金/債劵/OTC），點擊【新增】，打開新增調帳頁面
+在手工調帳選擇對應的調帳類型 Tab 頁籤(現金/股票/基金/債劵/OTC），點擊【新增】，打開新增調帳頁面
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/feishu-pages/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md b/feishu-pages/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
index d37aa333..a8db266c 100644
--- a/feishu-pages/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
+++ b/feishu-pages/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
@@ -1,7 +1,7 @@
 ---
 title: KYC
 slug: kyc
-sidebar_position: 2
+sidebar_position: 1
 ---
 
 
diff --git a/feishu-pages/docs/WDlGwaXK4iXkMNk4bqPcSVPsnCe.md b/feishu-pages/docs/WDlGwaXK4iXkMNk4bqPcSVPsnCe.md
index ff391743..1cf82b9a 100644
--- a/feishu-pages/docs/WDlGwaXK4iXkMNk4bqPcSVPsnCe.md
+++ b/feishu-pages/docs/WDlGwaXK4iXkMNk4bqPcSVPsnCe.md
@@ -13,7 +13,7 @@ sidebar_position: 5
 
 ## 前置條件 
 
-銀行流水、ccass 資料等均已準備就緒
+銀行流水、ccass資料等均已準備就緒
 
 ### 異常數據源
 
@@ -47,7 +47,7 @@ sidebar_position: 5
 
 ### CCASS 賬單
 
-執行菜單：會計中台&gt;記帳數據源&gt;CCASS 賬單 Tab 頁籤
+執行菜單：會計中台&gt;記帳數據源&gt;CCASS 賬單Tab 頁籤
 
 - 增加 CCASS 文件解析，此 CCASS 數據源是相關文件導入後，系統自動根據配置完成會計分錄處理，可在此 Tab 查詢記錄或刪除已轉入的數據源分錄
 
@@ -55,7 +55,7 @@ sidebar_position: 5
 
 ### 新股帳單
 
-執行菜單：會計中台&gt;記帳數據源&gt;新股帳單 Tab 頁籤
+執行菜單：會計中台&gt;記帳數據源&gt;新股帳單Tab 頁籤
 
 - 新增新股帳單
 
diff --git a/feishu-pages/docs/WEL9wsq5di73fgkH1mlcERYUnSd.md b/feishu-pages/docs/WEL9wsq5di73fgkH1mlcERYUnSd.md
index 2fb1a3e4..12e3e9a9 100644
--- a/feishu-pages/docs/WEL9wsq5di73fgkH1mlcERYUnSd.md
+++ b/feishu-pages/docs/WEL9wsq5di73fgkH1mlcERYUnSd.md
@@ -27,7 +27,7 @@ sidebar_position: 3
 
 可在證券組合費頁面查詢每個客戶的證券組合費收費詳情
 
-注意：日切期間（第一次擊數據匯總後 - 日終流暢點完日切）不能操作利息調整
+注意：日切期間（第一次擊數據匯總後-日終流暢點完日切）不能操作利息調整
 
 點擊調整可調整證券組合費
 
@@ -37,7 +37,7 @@ sidebar_position: 3
 
 <img src="/assets/PIbMbYbjuo9Mc2xp3KucV5bInab.png" src-width="2928" src-height="1558" align="center"/>
 
-按結果調整，實質還是按發生額調整（新增冻结=輸入結果 - 已有的數值），不能重複提交
+按結果調整，實質還是按發生額調整（新增冻结=輸入結果-已有的數值），不能重複提交
 
 <img src="/assets/EQMNbyieVoCRz9xdhaJc8E1MnGh.png" src-width="2916" src-height="1544" align="center"/>
 
@@ -53,7 +53,7 @@ sidebar_position: 3
 
 ### 提前结算
 
-注意：日切期間（第一次擊數據匯總後 - 日終流暢點完日切）不能操作提前結算
+注意：日切期間（第一次擊數據匯總後-日終流暢點完日切）不能操作提前結算
 
 篩選客戶，點擊提前結算
 
diff --git a/feishu-pages/docs/WQxNw84RpiU6uqkbY6CcBl2Tnrh.md b/feishu-pages/docs/WQxNw84RpiU6uqkbY6CcBl2Tnrh.md
index 9a5ea95a..9e3548db 100644
--- a/feishu-pages/docs/WQxNw84RpiU6uqkbY6CcBl2Tnrh.md
+++ b/feishu-pages/docs/WQxNw84RpiU6uqkbY6CcBl2Tnrh.md
@@ -9,7 +9,7 @@ sidebar_position: 7
 
 ## 適用場景
 
-滿足 SFC3.10 的要求，支持股票指數設定和壓力測試。
+滿足SFC3.10的要求，支持股票指數設定和壓力測試。
 
 ## 前置条件
 
@@ -51,13 +51,13 @@ sidebar_position: 7
 
 ### 股票級別佔比
 
-該菜單展示股票級別佔比，並支持模擬 margin call 計算。
+該菜單展示股票級別佔比，並支持模擬margin call計算。
 
 股票級別佔比列表
 
 <img src="/assets/FOLebDog2opgToxC3llckwDYnfb.png" src-width="2856" src-height="784" align="center"/>
 
-默認三个指數跌幅为頁面計算好的跌幅，也可通過頁面的【模擬 Margin Call】功能進行人工修改並觸發模擬計算
+默認三个指數跌幅为頁面計算好的跌幅，也可通過頁面的【模擬Margin Call】功能進行人工修改並觸發模擬計算
 
 <img src="/assets/YtqVb44g7ovKMwxGShEc9RuWnv6.png" src-width="2856" src-height="1032" align="center"/>
 
diff --git a/feishu-pages/docs/WR76w9DMGibqOokSWDfcxSohnIf.md b/feishu-pages/docs/WR76w9DMGibqOokSWDfcxSohnIf.md
index b4346c62..d1644fe3 100644
--- a/feishu-pages/docs/WR76w9DMGibqOokSWDfcxSohnIf.md
+++ b/feishu-pages/docs/WR76w9DMGibqOokSWDfcxSohnIf.md
@@ -9,7 +9,7 @@ sidebar_position: 0
 
 ## 適用場景
 
-當客戶的資產淨值，因市場波動而下跌至低於維持保證金水平時，系統會向客戶發出 Margin Call 通知，客戶必須在 3 個交易日補充資金或平倉，否則業務上有權替客戶進行平倉，而無須事先通知。
+當客戶的資產淨值，因市場波動而下跌至低於維持保證金水平時，系統會向客戶發出Margin Call通知，客戶必須在3個交易日補充資金或平倉，否則業務上有權替客戶進行平倉，而無須事先通知。
 
 業務流程如下：
 
@@ -17,7 +17,7 @@ sidebar_position: 0
 
 ## 前置條件
 
-使用 margin call 功能之前，可以瞭解“風控 &gt; 追保金額配置”菜單的追保金額初始設置，如不滿足業務需求，按頁面提示聯繫長橋配置。
+使用margin call功能之前，可以瞭解“風控 &gt; 追保金額配置”菜單的追保金額初始設置，如不滿足業務需求，按頁面提示聯繫長橋配置。
 
 ## 操作说明
 
@@ -57,9 +57,9 @@ sidebar_position: 0
 
 ### 歷史記錄
 
-margin call 結束後會進入歷史記錄頁面，該菜單下可以查看歷史 margin call 訂單的詳細信息。
+margin call結束後會進入歷史記錄頁面，該菜單下可以查看歷史margin call訂單的詳細信息。
 
-點擊列表頁的【詳情】可以查看 margin call 觸發前後的詳細數據
+點擊列表頁的【詳情】可以查看margin call觸發前後的詳細數據
 
 <img src="/assets/UKOHbDbUMoFMvqxcSt8cGzaqnNe.png" src-width="3192" src-height="834" align="center"/>
 
@@ -73,7 +73,7 @@ margin call 結束後會進入歷史記錄頁面，該菜單下可以查看歷
 
 ### 融券持倉概覽
 
-當 IB 不可融資時，會進行提前通知做股票召回或者強制平倉，對應我們也要通知用戶做強制平倉。該菜單支持查看整體融券的使用情況並操作平倉。
+當IB不可融資時，會進行提前通知做股票召回或者強制平倉，對應我們也要通知用戶做強制平倉。該菜單支持查看整體融券的使用情況並操作平倉。
 
 列表頁查看整體融券信息
 
@@ -83,7 +83,7 @@ margin call 結束後會進入歷史記錄頁面，該菜單下可以查看歷
 
 <img src="/assets/Z0HqbgN3Oo5sAUx0DGEc3xZZn6d.png" src-width="3084" src-height="522" align="center"/>
 
-詳情頁面可以操作平倉或發送 margin call 消息，操作方式同「實時預警」
+詳情頁面可以操作平倉或發送margin call消息，操作方式同「實時預警」
 
 <img src="/assets/SWU3bBtGWoCdDNxM6cMch5B3ntc.png" src-width="3030" src-height="522" align="center"/>
 
diff --git a/feishu-pages/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md b/feishu-pages/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
index c26d2822..e7149ae4 100644
--- a/feishu-pages/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
+++ b/feishu-pages/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
@@ -17,13 +17,15 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;帳戶列表
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;帳戶列表</p>
+</div>
 
 可以查詢所有已開戶的客戶帳戶狀態資料
 
 <img src="/assets/EFndbc3IBojG0dxlSlDcMa98nwc.png" src-width="3234" src-height="1606" align="center"/>
 
-也可在右側記錄操作區：點選【詳情】，查看客戶細部基本資料，同時也提供資產交易/操作記錄/登錄設備/代理人/關係人 這些特定事項的 Tab 頁籤資料
+也可在右側記錄操作區：點選【詳情】， 查看客戶細部基本資料，同時也提供資產交易/操作記錄/登錄設備/代理人/關係人 這些特定事項的 Tab 頁籤資料
 
 <img src="/assets/J72ebMG1joEz5cxZIShcMEm0nlf.png" src-width="3246" src-height="1228" align="center"/>
 
diff --git a/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md b/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
index 4ab6f948..2a5a1a92 100644
--- a/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
+++ b/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
@@ -1,7 +1,7 @@
 ---
 title: 賬戶管理
-slug: WiA8wlqAfiWWWQkdhlicA3eJnUe
-sidebar_position: 3
+slug: account
+sidebar_position: 2
 ---
 
 
@@ -10,7 +10,7 @@ sidebar_position: 3
 帳戶管理模塊，從帳戶的維度，幫助後台人員更好的管理和服務券商的客戶，包括：
 
 1. 賬戶列表：查詢賬戶狀態及帳戶信息，管理賬戶相關的權限
-2. BCAN 碼管理：查詢和管理客戶的 BCAN 數據及申報等操作
+2. BCAN碼管理：查詢和管理客戶的BCAN數據及申報等操作
 3. 工單中心：操作客戶編號或帳戶編號下的資料修改、密碼重置、狀態變更等
 4. 記錄查詢：查詢管理帳戶的操作記錄與設備登記記錄
 
diff --git a/feishu-pages/docs/WwImwSshGikOLfkpbkzcNMprnVh.md b/feishu-pages/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
index e92b6f68..8a763826 100644
--- a/feishu-pages/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
+++ b/feishu-pages/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
@@ -1,11 +1,11 @@
 ---
 title: 調賬
 slug: WwImwSshGikOLfkpbkzcNMprnVh
-sidebar_position: 3
+sidebar_position: 2
 ---
 
 
 # 調賬
 
-本作業提供對客戶資產的調帳處理，支持手工與臨時調帳兩種模式，操作後會進入工單審批處理
+本作業提供對客戶資產的調帳處理,支持手工與臨時調帳兩種模式,操作後會進入工單審批處理
 
diff --git a/feishu-pages/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md b/feishu-pages/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
index 6801ae51..61a29a1d 100644
--- a/feishu-pages/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
+++ b/feishu-pages/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
@@ -1,7 +1,7 @@
 ---
 title: CRM
 slug: clients
-sidebar_position: 1
+sidebar_position: 0
 ---
 
 
@@ -11,7 +11,7 @@ sidebar_position: 1
 
 整個 CRM 的作業流程如下圖所示：
 
-將 CRM 客務節點，透過細分的 業務狀態來進行 CRM 的 推進工作，以拆分任務方式來管理推進工作
+將CRM 客務節點,透過細分的 業務狀態來進行CRM 的 推進工作,以拆分任務方式來管理推進工作
 
 <img src="/assets/T0S9bwM3volFnIxwFtncjFmvnId.png" src-width="744" src-height="616" align="center"/>
 
diff --git a/feishu-pages/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md b/feishu-pages/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
index eed09e91..c231cf54 100644
--- a/feishu-pages/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
+++ b/feishu-pages/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
@@ -15,7 +15,7 @@ Whale 系統預設是線上發送結單
 
 產生臨時結單
 
-線下配置客戶結單發送方式操作如下：
+線下配置客戶結單發送方式操作如下:
 
 ## 前置條件
 
@@ -30,7 +30,7 @@ Whale 系統預設是線上發送結單
 本作業可以處理帳務日期的已經產生的結單查詢和發送
 
 <div class="callout callout-bg-2 callout-border-2">
-<p>💡 系統支持在日切步驟匯總進行結單自動發送，但須事先配置，請聯絡 Whale 客服</p>
+<p>💡 系統支持在日切步驟匯總進行結單自動發送,但須事先配置,請聯絡Whale 客服</p>
 </div>
 
 <img src="/assets/YjXLb40nrorBAGxR3efcticInUd.png" src-width="3364" src-height="1452" align="center"/>
@@ -51,7 +51,7 @@ Whale 系統預設是線上發送結單
 
 菜單入口：清算管理&gt; 日終管理&gt;結單管理&gt;結單模板 
 
-本作業可以管理結單標準格式的配置，包含 公司訊息/聯絡方式/責任說明（以下為參考）
+本作業可以管理結單標準格式的配置，包含 公司訊息/聯絡方式/責任說明 （以下為參考）
 
 <img src="/assets/AKc5bNxT5ocivxxDVWhc3CoznUe.png" src-width="2484" src-height="1468" align="center"/>
 
@@ -67,7 +67,7 @@ Whale 系統預設是線上發送結單
 
 ### 結單配置
 
-本作業用來配置管理：客戶結單是否線下發送/是否接受郵件和 App 通知/未配置的按線下發送為否/提醒全部開啟處理 等配置項
+本作業用來配置管理：客戶結單是否線下發送/是否接受郵件和 APP 通知/未配置的按線下發送為否/提醒全部開啟處理 等配置項
 
 <img src="/assets/UU0LbjWDKo9NYLx954Yckytnnpd.png" src-width="3336" src-height="1400" align="center"/>
 
diff --git a/feishu-pages/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md b/feishu-pages/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
index a10708df..9eef6b7a 100644
--- a/feishu-pages/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
+++ b/feishu-pages/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
@@ -7,9 +7,9 @@ sidebar_position: 0
 
 # 資產帳戶
 
-# 資產定義
+## 資產定義
 
-## 資產介紹
+### 資產介紹
 
 資產帳戶目前主要包含兩大部分：**資產****帳****本**和**資產基礎管理能力**。
 
@@ -19,7 +19,7 @@ sidebar_position: 0
 
 資產基礎管理能力：資產還提供了調帳、資產凍結/解凍、業務碼管理的基礎能力，輔助更加便捷地管理資產。
 
-## 資產架構
+### 資產架構
 
 <img src="/assets/Fh2Qb48emomrhTxta4CctwCvnfc.png" src-width="2438" src-height="1422" align="center"/>
 
@@ -29,3 +29,58 @@ sidebar_position: 0
 
 便捷的資產處理功能：
 
+## 名詞釋義
+
+### 帳**戶類別**
+
+<table header_column="1" header_row="1">
+<colgroup>
+<col width="124"/>
+<col width="116"/>
+<col width="485"/>
+</colgroup>
+<thead>
+<tr>
+<th><p>術語 / 中文</p></th><th><p>術語 / 英文</p></th><th><p>說明</p></th></tr>
+</thead>
+<tbody>
+<tr>
+<td><p>業務賬戶</p></td><td><p>BUSINESS</p></td><td><p><strong>可用不可提</strong><br/>一般的交易發生，都會先對業務賬戶做處理，業務賬戶的現金可用不可提</p></td></tr>
+<tr>
+<td><p>結算賬戶</p></td><td><p>SETTLEMENT</p></td><td><p><strong>可用可提</strong><br/>清結算交收後，會把業務賬戶的錢或券，交收（結轉）到結算賬戶</p></td></tr>
+<tr>
+<td><p>外部過渡戶</p></td><td><p>EXTERNAL</p></td><td><p><strong>不可用不可提</strong><br/>部分業務實際上遊已扣款，但沒有資產加進來，例如IPO先扣款，但沒有持倉，業務上為了使得用戶總資產不變，會把扣掉的錢額外加在外部過渡戶上</p></td></tr>
+<tr>
+<td><p>內部過渡戶</p></td><td><p>INTERNAL</p></td><td><p>暗盤買入時，先扣 INTERNAL賬戶的錢， 暗盤買入結轉後，INTERNAL賬戶的錢再加回來，再扣除business的錢</p></td></tr>
+<tr>
+<td><p>結算過渡戶</p></td><td><p>SETTLEMENT_INTERNAL</p></td><td><p>中臺的結算過渡戶，出掉一筆錢後會影響可用，在部分業務影響需要只影響可提（換匯、余額通申購中間狀態），會從結算過渡戶扣錢</p></td></tr>
+<tr>
+<td><p>換匯過渡戶</p></td><td><p>EXCHANGE</p></td><td><p>部分業務（換匯、余額通申購中間狀態），從結算過渡戶扣錢之後，需要在換匯過渡戶加錢，加完之後用戶總資產不變</p></td></tr>
+</tbody>
+</table>
+
+### **資產變更類型**
+
+<table header_column="1" header_row="1">
+<colgroup>
+<col width="124"/>
+<col width="601"/>
+</colgroup>
+<thead>
+<tr>
+<th><p><strong>術語 / 中文</strong></p></th><th><p><strong>说明</strong></p></th></tr>
+</thead>
+<tbody>
+<tr>
+<td><p>凍結</p></td><td><p>業務提交後，成功前，一般需要先凍結現金/證券，使得這部分資產不可被重復使用</p></td></tr>
+<tr>
+<td><p>解凍</p></td><td><p>業務結束後，會解凍</p></td></tr>
+<tr>
+<td><p>出帳</p></td><td><p>相當於對資產進行扣減</p></td></tr>
+<tr>
+<td><p>入帳</p></td><td><p>相當於資產進行增加</p></td></tr>
+<tr>
+<td><p>轉帳</p></td><td><p>主子賬戶間資金/持倉調撥</p></td></tr>
+</tbody>
+</table>
+
diff --git a/feishu-pages/docs/YIo1wfqami1f5bkSZ6wcz3w2ndf.md b/feishu-pages/docs/YIo1wfqami1f5bkSZ6wcz3w2ndf.md
index 0dea7c22..9ad0c634 100644
--- a/feishu-pages/docs/YIo1wfqami1f5bkSZ6wcz3w2ndf.md
+++ b/feishu-pages/docs/YIo1wfqami1f5bkSZ6wcz3w2ndf.md
@@ -1,11 +1,11 @@
 ---
-title: 場景 - 撤銷處理
+title: 場景-撤銷處理
 slug: xxxxxxxxx
 sidebar_position: 10
 ---
 
 
-# 場景 - 撤銷處理
+# 場景-撤銷處理
 
 ## 適用場景
 
@@ -17,11 +17,11 @@ sidebar_position: 10
 
 執行菜單：公司行動&gt;公司行動管理
 
-針對一些公司行動做完權益執行分配後（狀態：執行成功）、可以進行公司行動的撤銷操作
+針對一些公司行動做完權益執行分配後（狀態： 執行成功）、可以進行公司行動的撤銷操作
 
 <img src="/assets/Ea1xbN90Xokna8x84DycCrvjnrc.png" src-width="2668" src-height="1618" align="center"/>
 
-同時提供兩種撤銷選項操作：僅撤銷 與 撤銷後重新開始
+同時提供兩種撤銷選項操作: 僅撤銷 與 撤銷後重新開始
 
 <img src="/assets/ScXSbsil5or005x6xNYcj4WvnHh.png" src-width="3018" src-height="1622" align="center"/>
 
diff --git a/feishu-pages/docs/Yg5Dwtk30isnqBkNmbscxSK4nme.md b/feishu-pages/docs/Yg5Dwtk30isnqBkNmbscxSK4nme.md
index 9c501de3..4de3cc1f 100644
--- a/feishu-pages/docs/Yg5Dwtk30isnqBkNmbscxSK4nme.md
+++ b/feishu-pages/docs/Yg5Dwtk30isnqBkNmbscxSK4nme.md
@@ -9,7 +9,7 @@ sidebar_position: 0
 
 ## 適用場景
 
-導入港股的公司行動 CCNAN05/CCNPT02 文件時，同時會自動創建預告
+導入港股的公司行動 CCNAN05/CCNPT02 文件時,同時會自動創建預告
 
 ## 前置條件
 
@@ -21,7 +21,7 @@ sidebar_position: 0
 
 ### 05 文件
 
-(港股）每日下午 5 點前，導入 CCNAN05 檔，系統會按導入資訊，登記日，自動生成公司行動預告，並預設方案
+(港股）每日下午 5 點前，導入 CCNAN05 檔  ，系統會按導入資訊，登記日，自動生成公司行動預告,並預設方案
 
 <img src="/assets/MHOnbYorToFsDFxMTmEcW92Snae.png" src-width="3358" src-height="1224" align="center"/>
 
diff --git a/feishu-pages/docs/YxHXw02jjiVSDIkYteGcSjNtnCg.md b/feishu-pages/docs/YxHXw02jjiVSDIkYteGcSjNtnCg.md
index c4786da4..462f38c4 100644
--- a/feishu-pages/docs/YxHXw02jjiVSDIkYteGcSjNtnCg.md
+++ b/feishu-pages/docs/YxHXw02jjiVSDIkYteGcSjNtnCg.md
@@ -65,7 +65,7 @@ sidebar_position: 1
 
 <img src="/assets/RmI4bYDYIocBftxKroOcWNSRnpx.png" src-width="2336" src-height="1248" align="center"/>
 
-若批量導出執行後，可以在導出列表作業上查看，也可以將文件夾整個下載操作
+若批量導出執行後，可以在導出列表作業上查看 ，也可以將文件夾整個下載操作
 
 <img src="/assets/VeTIbTrEWoi97xxfj1PcUBFqnsh.png" src-width="2832" src-height="834" align="center"/>
 
diff --git a/feishu-pages/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md b/feishu-pages/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
index 50c4b68b..34b844f1 100644
--- a/feishu-pages/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
+++ b/feishu-pages/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
@@ -1,11 +1,11 @@
 ---
 title: 資產調撥
 slug: ZR8UwBCCgi1SjXk0yRec30eLn6c
-sidebar_position: 4
+sidebar_position: 3
 ---
 
 
 # 資產調撥
 
-本作業提供對客戶資產的調撥處理，支持主子帳戶間調撥模式，操作後會進入工單審批處理
+本作業提供對客戶資產的調撥處理,支持主子帳戶間調撥模式,操作後會進入工單審批處理
 
diff --git a/feishu-pages/docs/ZikzwrQUWiWUO2k1OYHcg8J1nTX.md b/feishu-pages/docs/ZikzwrQUWiWUO2k1OYHcg8J1nTX.md
index 80bb830a..b031be96 100644
--- a/feishu-pages/docs/ZikzwrQUWiWUO2k1OYHcg8J1nTX.md
+++ b/feishu-pages/docs/ZikzwrQUWiWUO2k1OYHcg8J1nTX.md
@@ -51,7 +51,7 @@ sidebar_position: 1
 
 <img src="/assets/WriwbnxO2osVIOxwXd9cUzpVntc.png" src-width="3246" src-height="1534" align="center"/>
 
-在記錄右側操作區的【刪除】鍵，也可進行刪除此會計分錄
+在記錄右側操作區的【刪除】鍵， 也可進行刪除此會計分錄
 
 <img src="/assets/CXjwbpq6Lo4WsKxQKi4c1xWdnuc.png" src-width="3364" src-height="1474" align="center"/>
 
@@ -67,7 +67,7 @@ sidebar_position: 1
 
 <img src="/assets/OmMbbFnwBo1a16x9GfUcjmOtn9d.png" src-width="3248" src-height="1606" align="center"/>
 
-提供合併會計分錄查詢功能，合併會計分錄時，系統會按賬帳日期獲取匯率
+提供合併會計分錄查詢功能,合併會計分錄時，系統會按賬帳日期獲取匯率
 
 <img src="/assets/FUdqb2nXPoBr8AxN8fScGlnqnfg.png" src-width="3348" src-height="1418" align="center"/>
 
diff --git a/feishu-pages/docs/assets/AHYwbb1t4oMqhYxd0EacbOrRnrg.png b/feishu-pages/docs/assets/AHYwbb1t4oMqhYxd0EacbOrRnrg.png
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index 00000000..045a0115
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index 00000000..342fd396
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index 00000000..38a131a7
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index 00000000..29f55ef8
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index 00000000..c1a4e91f
Binary files /dev/null and b/feishu-pages/docs/assets/RLTnbiHHHotpZZxxOtlckJR4n0X.png differ
diff --git a/feishu-pages/docs/assets/RTb7bTPW6oLcHzx9b9ucuKuPn0b.png b/feishu-pages/docs/assets/RTb7bTPW6oLcHzx9b9ucuKuPn0b.png
new file mode 100644
index 00000000..38f9f991
Binary files /dev/null and b/feishu-pages/docs/assets/RTb7bTPW6oLcHzx9b9ucuKuPn0b.png differ
diff --git a/feishu-pages/docs/assets/RaOEbYfaUo24qnx5nQTcgAfKnch.png b/feishu-pages/docs/assets/RaOEbYfaUo24qnx5nQTcgAfKnch.png
new file mode 100644
index 00000000..d02d7033
Binary files /dev/null and b/feishu-pages/docs/assets/RaOEbYfaUo24qnx5nQTcgAfKnch.png differ
diff --git a/feishu-pages/docs/assets/Rf48bnGlloWiNFxb0cZc0jLunwc.png b/feishu-pages/docs/assets/Rf48bnGlloWiNFxb0cZc0jLunwc.png
new file mode 100644
index 00000000..a3229f63
Binary files /dev/null and b/feishu-pages/docs/assets/Rf48bnGlloWiNFxb0cZc0jLunwc.png differ
diff --git a/feishu-pages/docs/assets/Rzmkbi4bmoLz3xxOcc4cBaAZnKf.png b/feishu-pages/docs/assets/Rzmkbi4bmoLz3xxOcc4cBaAZnKf.png
new file mode 100644
index 00000000..09ffc2d6
Binary files /dev/null and b/feishu-pages/docs/assets/Rzmkbi4bmoLz3xxOcc4cBaAZnKf.png differ
diff --git a/feishu-pages/docs/assets/St3fbNigYomgFMxgGtscAQiunnd.png b/feishu-pages/docs/assets/St3fbNigYomgFMxgGtscAQiunnd.png
new file mode 100644
index 00000000..c1992f86
Binary files /dev/null and b/feishu-pages/docs/assets/St3fbNigYomgFMxgGtscAQiunnd.png differ
diff --git a/feishu-pages/docs/assets/T42mbH9DyodaAHxYH9QcsM54n0b.png b/feishu-pages/docs/assets/T42mbH9DyodaAHxYH9QcsM54n0b.png
new file mode 100644
index 00000000..97643604
Binary files /dev/null and b/feishu-pages/docs/assets/T42mbH9DyodaAHxYH9QcsM54n0b.png differ
diff --git a/feishu-pages/docs/assets/TIfwbMLJ3oPxdSx0mF4cvJmnnwg.png b/feishu-pages/docs/assets/TIfwbMLJ3oPxdSx0mF4cvJmnnwg.png
new file mode 100644
index 00000000..45bc2b34
Binary files /dev/null and b/feishu-pages/docs/assets/TIfwbMLJ3oPxdSx0mF4cvJmnnwg.png differ
diff --git a/feishu-pages/docs/assets/UF2LbF8VSoCaP7xIKGVc0eC8nDe.png b/feishu-pages/docs/assets/UF2LbF8VSoCaP7xIKGVc0eC8nDe.png
new file mode 100644
index 00000000..75340bb8
Binary files /dev/null and b/feishu-pages/docs/assets/UF2LbF8VSoCaP7xIKGVc0eC8nDe.png differ
diff --git a/feishu-pages/docs/assets/UFWobf5KroSnRjx63aVcrIIinjb.png b/feishu-pages/docs/assets/UFWobf5KroSnRjx63aVcrIIinjb.png
new file mode 100644
index 00000000..7462c904
Binary files /dev/null and b/feishu-pages/docs/assets/UFWobf5KroSnRjx63aVcrIIinjb.png differ
diff --git a/feishu-pages/docs/assets/UJwfbgzkTo7S6WxnX9lcLBglnLf.png b/feishu-pages/docs/assets/UJwfbgzkTo7S6WxnX9lcLBglnLf.png
new file mode 100644
index 00000000..c0c0e6d5
Binary files /dev/null and b/feishu-pages/docs/assets/UJwfbgzkTo7S6WxnX9lcLBglnLf.png differ
diff --git a/feishu-pages/docs/assets/UPozbaGKiobj8jxOCxjcmpGrnRe.png b/feishu-pages/docs/assets/UPozbaGKiobj8jxOCxjcmpGrnRe.png
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index 00000000..c29089df
Binary files /dev/null and b/feishu-pages/docs/assets/UPozbaGKiobj8jxOCxjcmpGrnRe.png differ
diff --git a/feishu-pages/docs/assets/UsmAbfjiMojboZx7GOicz3R8nhg.png b/feishu-pages/docs/assets/UsmAbfjiMojboZx7GOicz3R8nhg.png
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index 00000000..1197438b
Binary files /dev/null and b/feishu-pages/docs/assets/UsmAbfjiMojboZx7GOicz3R8nhg.png differ
diff --git a/feishu-pages/docs/assets/WTCZbtAjjorFVFx7ouqcOXbmnLf.png b/feishu-pages/docs/assets/WTCZbtAjjorFVFx7ouqcOXbmnLf.png
new file mode 100644
index 00000000..38580996
Binary files /dev/null and b/feishu-pages/docs/assets/WTCZbtAjjorFVFx7ouqcOXbmnLf.png differ
diff --git a/feishu-pages/docs/assets/WfV5bkuirorNhCxmWmrcrBR8nFf.png b/feishu-pages/docs/assets/WfV5bkuirorNhCxmWmrcrBR8nFf.png
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index 00000000..0e53426e
Binary files /dev/null and b/feishu-pages/docs/assets/WfV5bkuirorNhCxmWmrcrBR8nFf.png differ
diff --git a/feishu-pages/docs/assets/XFRHbJGVfonls6xU10HczNyenif.png b/feishu-pages/docs/assets/XFRHbJGVfonls6xU10HczNyenif.png
new file mode 100644
index 00000000..9ff55978
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diff --git a/feishu-pages/docs/assets/XZENbsXuDoY9DvxuTgQciFprnrb.jpeg b/feishu-pages/docs/assets/XZENbsXuDoY9DvxuTgQciFprnrb.jpeg
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index 00000000..e6763015
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index 00000000..7a477184
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new file mode 100644
index 00000000..d4053e36
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diff --git a/feishu-pages/docs/assets/ZVhMbsawLoYwYRxHBpWcZaTOnqH.png b/feishu-pages/docs/assets/ZVhMbsawLoYwYRxHBpWcZaTOnqH.png
new file mode 100644
index 00000000..ffa142e0
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diff --git a/feishu-pages/docs/assets/ZtLKbeXszoXYR1xDJZCcFr6VnKf.png b/feishu-pages/docs/assets/ZtLKbeXszoXYR1xDJZCcFr6VnKf.png
new file mode 100644
index 00000000..f36060ed
Binary files /dev/null and b/feishu-pages/docs/assets/ZtLKbeXszoXYR1xDJZCcFr6VnKf.png differ
diff --git a/locales/zh-CN/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md b/locales/zh-CN/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
index 8e0a14e1..77f044e2 100644
--- a/locales/zh-CN/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
+++ b/locales/zh-CN/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
@@ -1,11 +1,11 @@
 ---
-title: App 展示管理
+title: APP 展示管理
 slug: APPzhanshiguanli
 sidebar_position: 3
 ---
 
 
-# App 展示管理
+# APP 展示管理
 
 ### 适用场景
 
@@ -21,7 +21,7 @@ sidebar_position: 3
 
 执行菜单：基金管理&gt; APP 管理&gt;热销基金 Tab 页签
 
-本作业可以维护在 App 端热销基金主体的排序展示顺序
+本作业可以维护在 APP 端热销基金主体的排序展示顺序
 
 <img src="/assets/THeDb4yWToo2Wgxjyd0cPuZNn3d.png" src-width="3000" src-height="1150" align="center"/>
 
@@ -31,7 +31,7 @@ sidebar_position: 3
 
 热销基金模块是基金后台可配的运营型基金展示功能，热销基金页面进行配置后可以在 App 端展示，默认展示的收益周期是近 3 年收益率。
 
-**App 端 参考画面**：
+**APP 端 参考画面**：
 
 <img src="/assets/BMl0bK93ho5wyixzlYNctDrSnPg.png" src-width="958" src-height="1722"/>
 
@@ -47,7 +47,7 @@ sidebar_position: 3
 
 <img src="/assets/XALNbi787oro9hxxVjjcezYsnie.png" src-width="2988" src-height="1666" align="center"/>
 
-**App 端展示画面如下：**
+**APP 端展示画面如下：**
 
 <img src="/assets/St5QbZSn4oztjpxcIYRclRKendh.png" src-width="686" src-height="1482"/>
 
diff --git a/locales/zh-CN/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md b/locales/zh-CN/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
index fc799322..31d29fc3 100644
--- a/locales/zh-CN/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
+++ b/locales/zh-CN/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
@@ -9,7 +9,7 @@ sidebar_position: 1
 
 ## 适用场景
 
-本作业是开户资料的后台申请入口，同时也可以查到相关客户的前端 App 开户填写资料与协助补录资料
+本作业是开户资料的后台申请入口，同时也可以查到相关客户的前端 APP 开户填写资料与协助补录资料
 
 适用于：
 
@@ -23,7 +23,9 @@ sidebar_position: 1
 
 ## 开户资料
 
- 菜单入口：KYC &gt; 开户资料 
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜单入口：KYC &gt; 开户资料 </p>
+</div>
 
 <img src="/assets/Hpc7bFKDQo5c7exksHFcWVjPnqI.png" src-width="3230" src-height="1570" align="center"/>
 
@@ -43,19 +45,186 @@ sidebar_position: 1
 
 以下列出开户业务常见场景操作参考：
 
-### 场景：全新开户资料录入
+### 全新开户资料录入
 
-[全新开户申请资料录入](https://longbridge.feishu.cn/wiki/AQekwMXOKillURkFRyFc5byun8c?create_from=create_doc_to_wiki)
+#### 适用场景
 
-### 场景：多开通证劵帐户申请
+本场景是全新录入一笔客户开户资料（全新客户使用）
 
-[多开证劵帐户申请](./QZfIweqitiiPf8kQ6CTcDtqhn9G)
+#### 前置条件
 
-### 场景：多开通证劵子帐户申请
+无
+
+#### 操作说明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜单入口：KYC &gt; 开户资料 Tab &gt;  添加开户申请 功能键</p>
+</div>
+
+<img src="/assets/IeEpb6uJeoZbdnxanPXcH7bVnWe.png" src-width="3798" src-height="812" align="center"/>
+
+本作业直接录入客户申请资料，点击右上角【添加开户申请】，直接进入开户页面如下图：
+
+<img src="/assets/LLcKbqsmAowwCFxi21icZlGtnvb.png" src-width="3288" src-height="1298" align="center"/>
+
+##### 第一步：选择开户类型
+
+开户类型分为 3 个步骤：选择客户/新建客户、选择客户类型、选择客户国籍
+
+选择客户/新建客户 
+
+选择客户类型，可选择：个人客户 /联名客户 /企业客户
+
+选择客户国籍，系统支持 200 + 国籍
+
+##### **第二步**：上传身份证件
+
+分为 3 种类型客户：
+
+1. 国籍：中国大陆 
+    1. 中国大陆用户，需上传：中国大陆身份证 
+    2. 是否持有香港身份证件：默认选择否；如用户选择是，需引导用户补充填写香港证件资料
+
+2. 国籍：中国香港 
+    1. 中国香港用户，需上传：中国香港身份证及填写对应资讯
+
+3. 国籍：其他 
+    1. 其他国籍用户，需上传：身份证件 + 护照 
+    2. 是否持有香港身份证件：默认选择否；如用户选择是，需引导用户补充填写香港证件资料；
+    3. 如用户选择否，需上传其他身份证
+    <img src="/assets/DuxkbhxqIo4Q3gxpq8Pc3Xpgnkd.png" src-width="3252" src-height="1822" align="center"/>
+
+##### **第三步**：上传地址证明
+
+分为 2 种类型客户：
+
+1. 中国大陆国籍用户
+    1. 可使用身份证作为居住地址证明；
+    2. 地址证明档类型选择：身份证，无需上传居住地址证明；
+    3. 地址证明档类型选择：
+
+2. 其他
+    1. 需上传居住地址证明
+    <img src="/assets/TIfwbMLJ3oPxdSx0mF4cvJmnnwg.png" src-width="3252" src-height="1604" align="center"/>
+
+##### **第四步**：填写各类基础信息
+
+主要是包含 职业资讯、纳税资讯、电子邮箱等信息。其中，
+
+纳税资讯，需填写用户纳税的国家/地区及纳税编号，最多支持填写 10 个。包含以下字段：纳税国家/地区  与 纳税人编号
+
+电子邮箱：用户用于接收结单、通知等通知。一个 App 的用户邮箱唯一
+
+填写联系手机号，多个客户可使用相同的联系手机号
+
+##### **第五步**：填写资产投资信息
+
+<img src="/assets/HYQCbwBLboYz4QxGimrcQGsUncc.png" src-width="3258" src-height="1804" align="center"/>
+
+##### **第六步**：合规资讯确认
+
+<img src="/assets/LXyBbKu4yoGCmbx8To0cBtG5nTe.png" src-width="3254" src-height="1806" align="center"/>
+
+##### **第七步**：确认资讯
+
+系统会按：身份证件/个人基础信息/职业信息/资产投资信息/合规信息确认/关联账户信息 等区块排列，将客户资料展示出来，方便按确认填写讯息
+
+<img src="/assets/UFWobf5KroSnRjx63aVcrIIinjb.png" src-width="3250" src-height="1576" align="center"/>
+
+同时若有需要修正资料，可点击区块右上角的【编辑】,会跳转该讯息面区域进行修改资料
+
+<img src="/assets/APOMb3EbzoqJYux67Lvcpqa2nYc.png" src-width="3162" src-height="1142" align="center"/>
+
+##### **第八步**：选择帐户类型、上传开户文件
+
+上传开户文件及自定义文件： 
+
+帐户类型：可选择开通融资帐户、现金帐户，系统支持同时多开帐户
+
+其他配置资讯，包括：是否接收线下结单 /经纪人 /见证员工姓名 /牌照号码 /证券号码（可自定义输入客户帐号） /客户声明资讯确认
+
+### 多开通证劵帐户申请
+
+#### 适用场景
+
+本场景是可以在已开户的账户下，补充增开账户
+
+#### 前置条件
+
+无
+
+#### 操作说明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：KYC &gt; 开户资料 Tab</p>
+</div>
+
+针对已经开通证券帐户的客户，可申请增开证券帐户，在客户详情业进入后，在关连帐户列表区域操作
+
+<img src="/assets/ZVhMbsawLoYwYRxHBpWcZaTOnqH.png" src-width="3222" src-height="1592" align="center"/>
+
+<img src="/assets/CL1SbuvARoSP6sxa54DcDJZKnyt.png" src-width="3236" src-height="1630" align="center"/>
+
+支持主帐帐户开立，也支持特定帐户标签处理
+
+<div class="grid gap-3 grid-cols-2">
+<div>
+<img src="/assets/HJetbrVhcokrJwxvMB8cKF0vnjs.png" src-width="1022" src-height="584" align="center"/>
+</div>
+<div>
+<img src="/assets/IXURbo3fdoC4jcxWkcgcmI54nzh.png" src-width="1018" src-height="590" align="center"/>
+</div>
+</div>
+
+### 多开通证劵子帐户申请
+
+#### 适用场景
+
+本场景是可以在已开户的主帐户下，补充增开子帐户
+
+#### 前置条件
+
+无
+
+#### 操作说明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜单入口：KYC &gt; 开户资料 Tab</p>
+</div>
+
+针对已经开通证券帐户的客户，可申请增开证券子帐户（包含日内帐户），在客户详情业进入后，在关连帐户列表区域操作，新增一个子帐户类型
+
+<img src="/assets/Q3aob6FZJoFDUGxpDivcX7VInOe.png" src-width="3226" src-height="1614" align="center"/>
+
+针对已经开通证券帐户的客户，可申请增开证券 ESOP 帐户标签，作为 ESOP 帐户使用
+
+<img src="/assets/UJwfbgzkTo7S6WxnX9lcLBglnLf.png" src-width="3236" src-height="1630" align="center"/>
+
+### 批量修改证劵帐户
+
+#### 适用场景
+
+本场景是可以批量修改部分开户相关的资料信息
+
+#### 前置条件
+
+无
+
+#### 操作说明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜单入口：KYC&gt;开户资料&gt;批量修改 tab 页签 </p>
+</div>
+
+本作业功能提供批量修改功能，也包含新增 BCAN 申报资料的批量导入功能
+
+<img src="/assets/MLxibdXdioTnlMxzWmmcM8m6n8t.png" src-width="3256" src-height="1590" align="center"/>
+
+点选右上角【批量导入】，可以进行预设文档格式来导入相关修改资料或 BCAN 资料，方便线下批次处理更新资料
 
-[多开证劵子帐户申请](./XPZVwYzhoi19Mnk5dQ8cucQ5nIc)
+<img src="/assets/Xk30brEECovv87x67AacF5zsnXf.png" src-width="3256" src-height="1358" align="center"/>
 
-### 场景：批量修改证劵帐户
+更新批次上传后，将会进行批次审核动作
 
-[批量修改证劵帐户](./Ofpowlv0xi5ecBk3s3cci46YnJb)
+<img src="/assets/St3fbNigYomgFMxgGtscAQiunnd.png" src-width="2402" src-height="1260" align="center"/>
 
diff --git a/locales/zh-CN/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md b/locales/zh-CN/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
index a473de84..ab837abc 100644
--- a/locales/zh-CN/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
+++ b/locales/zh-CN/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
@@ -9,11 +9,19 @@ sidebar_position: 1
 
 ## 适用场景
 
-介绍本文档的应用场景，可以给哪类群体提供什么操作，解决什么诉求
+如何创建一个定时型 - 单次计划？
+
+如何创建一个 定时型 - 重复 计划？
+
+如何创建一个 获取型-API 计划？
+
+如何创建一个 触发型 - 完成 A 计划？
 
 ## 前置条件
 
-操作本文档需要的前置条件，比如需要先去“xx 菜单添加企业”才可在当前菜单进行“xx 操作”。若无，则直接写“无
+无
+
+## 操作说明
 
 每一个运营计划都是依下列顺序来操作：
 
@@ -27,21 +35,211 @@ sidebar_position: 1
 
 第五步：设置触达目标
 
-## 操作说明
+以下分别 整理几个常见运营计划，逐步导引来建立计划
+
+### 创建一个定时型 - 单次计划？
+
+#### 适用场景
+
+场景描述**：**定向召回流失交易用户
+
+目标受众**：**假设帐户资产＜200，历史交易过 5 次以上的用户
+
+运营策略：给目标受众发放任务币，配置专属兑换活动，并发邮件通知
+
+效果评估：计划上线后，追踪目标受众的 APP 启动情况、兑换情况、入金交易情况
+
+#### 使用说明
 
-#### 管理运营计划
+**第一步：选择创建计划**
 
 菜单入口：投放系统&gt;运营计划
 
-以下分别 整理几个常见运营计划，逐步导引来建立计划
+点击右上角‘创建计划’，设置计划名称（例：12 月回归奖励活动）
+
+<img src="/assets/GK36bGjWZobcWUxVEYmcJoHqnpd.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置触发条件**
+
+配置条件参考如下：选择计划类型为定时型 - 单次，2022-12-29 的 14:00 触发计划，对受众用户进行触达
+
+<img src="/assets/Rzmkbi4bmoLz3xxOcc4cBaAZnKf.png" src-width="2534" src-height="964" align="center"/>
+
+**第三步：选择受众用户**
+
+账户总资产小于 200 美金 且 累计交易次数大于 5 次
+
+<img src="/assets/QeQybYdZ6oHFnSxJPJqclVY3n9g.png" src-width="2830" src-height="1576" align="center"/>
+
+**第四步：配置触达规则**
+
+以邮件的方式给用户发送 APP 新版本升级介绍
+
+<img src="/assets/UsmAbfjiMojboZx7GOicz3R8nhg.png" src-width="2218" src-height="1220" align="center"/>
+
+**第五步：设置触达目标**
+
+用户收到邮件后，1 天内完成 APP 启动
+
+<img src="/assets/DcJibW9LZod8nHxzr3fcnr0qneh.png" src-width="2158" src-height="1060" align="center"/>
+
+### 创建一个 定时型 - 重复 计划？
+
+#### 适用场景
+
+场景描述：定期向开户用户推送邀请活动
+
+目标受众：开户且活跃用户
+
+运营策略：通过邀请活动 offer 作为利益点，加深开户用户邀请认知，邀请身边朋友开户即可领取活动奖励
+
+效果评估：邀请活动 H5 的浏览量、目标受众邀请开户情况
+
+#### 使用说明
+
+**第一步：选择创建计划**
+
+菜单入口：投放系统&gt;运营计划
+
+点击右上角‘创建计划’，设置计划名称（例：定期邀请开户活动）
+
+<img src="/assets/Rf48bnGlloWiNFxb0cZc0jLunwc.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置触发条件**
+
+配置条件参考如下：选择计划类型为定时型 - 重复，设置起止时间为 2023-01-01 至 202-01-31，设置触达时间为每周一和每周五的 12:30，设置触达次数限制为同一个用户 5 天内最多收到 1 次邀请活动
+
+<img src="/assets/Jhf7bI0AwoaHIrxWvo1cWSpcnbg.png" src-width="2638" src-height="1170" align="center"/>
+
+**第三步：选择受众用户**
+
+配置条件如下：已开户用户 且 最近 APP 启动时间在 2022-12-01 至 2023-01-31
+
+<img src="/assets/XFRHbJGVfonls6xU10HczNyenif.png" src-width="2836" src-height="1588" align="center"/>
+
+**第四步：配置触达规则**
+
+以短信的方式给用户发送邀请活动
+
+<img src="/assets/RaOEbYfaUo24qnx5nQTcgAfKnch.png" src-width="1814" src-height="1024" align="center"/>
+
+**第五步：设置触达目标**
+
+用户收到邮件后，4 小时内完成邀请活动页面的浏览
+
+<img src="/assets/GLoBbkM1fo5sNkxYlsicHsqonEd.png" src-width="2546" src-height="1122" align="center"/>
+
+### 创建一个 获取型-API 计划？
+
+#### 适用场景
 
-[【场景】如何创建一个定时型 - 单次计划？](./Gicdw3YEtiDhLYkyLC6cLx79njb) 
+场景描述：首发认购预热
 
-[【场景】如何创建一个 定时型 - 重复 计划？](./P0E9wXWm4iGRLEkDSX1chq9Jnuh) 
+目标受众：全部用户
 
-[【场景】如何创建一个 获取型-API 计划？](./EPH5wRfGhidNKDkJQi6cYwE3nvS) 
+运营策略：通过 APP 弹窗的强提醒方式，引导用户参与认购
 
-[【场景】如何创建一个 触发型 - 完成 A 计划](./ZYDewLFtuidmgjkzwEBcJvcln5d) 
+效果评估：计划上线后，追踪目标受众的 APP 弹窗打开率
+
+#### 使用说明
+
+**第一步：选择创建计划**
+
+菜单入口：投放系统&gt;运营计划
+
+点击右上角‘创建计划’，设置计划名称（例：越南概念 ETF 认购预热）
+
+<img src="/assets/Jq2QbtyjOorbZixvAjtcXu4VnBf.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置触发条件**
+
+配置条件参考如下：选择计划类型为获取型-API
+
+<img src="/assets/Q37bbRY3woyXZYxNIWjctDqOnfe.png" src-width="2470" src-height="790" align="center"/>
+
+**第三步：选择受众用户**
+
+配置条件如下：全部用户
+
+<img src="/assets/WfV5bkuirorNhCxmWmrcrBR8nFf.png" src-width="2824" src-height="1586" align="center"/>
+
+**第四步：配置触达规则**
+
+通过弹窗触达用户
+
+<img src="/assets/QAh6bfUTQoqVrFxEqqXczgOynsY.png" src-width="1788" src-height="1022" align="center"/>
+
+弹窗示例：
+
+<img src="/assets/XZENbsXuDoY9DvxuTgQciFprnrb.jpeg" src-width="1080" src-height="2234"/>
+
+**第五步：设置触达目标**
+
+用户收到弹窗后，5 分钟内，打开弹窗且弹窗名称为南方东英越南 30
+
+<img src="/assets/OwAVb3qz6o1Capx5kOTctzVgnBe.png" src-width="2208" src-height="1070" align="center"/>
+
+### 如何创建一个 触发型 - 完成 A 计划？
+
+#### 适用场景
+
+场景描述：新用户注册 12 天内，进行持续的内容触达或引导
+
+目标受众：新注册用户
+
+运营策略：通过多种触达方式组合，在用户注册完成后的不同时间点，向用户触达不同类型的内容
+
+效果评估：追踪目标受众的转化情况、留存情况
+
+#### 使用说明
+
+从新用户注册 1 小时到 12 天，配置多个触发型计划，对用户进行内容投放
+
+<img src="/assets/K8rrbtZUXoA9vBxJtk6cp5p8nVe.png" src-width="3454" src-height="1574" align="center"/>
+
+以注册 4 天关注股票引导为例进行说明
+
+**第一步：选择创建计划**
+
+菜单入口：投放系统&gt;运营计划
+
+点击右上角‘创建计划’，设置计划名称（例：注册 4 天关注股票引导）
+
+<img src="/assets/RTb7bTPW6oLcHzx9b9ucuKuPn0b.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置触发条件**
+
+配置条件参考如下：选择计划类型为 触发型 - 完成 A，设置触发事件为注册成功，设置延迟 4 天后对用户触达，设置起止时间为 2023-01-01 至 2023-06-30，设置参与次数为 1 次
+
+<img src="/assets/EOukbaFb8okdptx5sj0cMCrcnke.png" src-width="2854" src-height="1478" align="center"/>
+
+**第三步：选择受众用户**
+
+2023-01-01 至 2023-06-30 期间新注册的用户
+
+<img src="/assets/JFvtbsPMXoJ5b8xguwPcvb0NnBe.png" src-width="2858" src-height="1582" align="center"/>
+
+**第四步：配置触达规则**
+
+通过 Push 触达用户
+
+<img src="/assets/T42mbH9DyodaAHxYH9QcsM54n0b.png" src-width="2206" src-height="1178" align="center"/>
+
+Push 内容示例：
+
+<img src="/assets/AHYwbb1t4oMqhYxd0EacbOrRnrg.png" src-width="1284" src-height="771"/>
+
+**第五步：设置触达目标**
+
+用户收到 Push 后，5 分钟内，完成 Push 点击，点击 push 的标题为：顺藤摸瓜，选到更多好股票
+
+<img src="/assets/HCH0bmL8SoswTVxLacIclHzknbd.png" src-width="2200" src-height="1188" align="center"/>
+
+[【场景】如何创建一个 触发型 - 完成 A 计划](ZYDewLFtuidmgjkzwEBcJvcln5d) 
+
+### 管理运营计划
+
+菜单入口：投放系统&gt;运营计划
 
 当完成运营计划后，就可以管理运营计划
 
diff --git a/locales/zh-CN/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md b/locales/zh-CN/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
index d1522ea8..fd146cf4 100644
--- a/locales/zh-CN/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
+++ b/locales/zh-CN/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
@@ -7,7 +7,7 @@ sidebar_position: 12
 
 # 公告管理
 
-公告管理主要方便劵商运营人员对 App 等交易终端，发出劵商面向客户的系统相关公告、其中公告可能是下列范围：
+公告管理主要方便劵商运营人员对 APP 等交易终端，发出劵商面向客户的系统相关公告、其中公告可能是下列范围：
 
 - 经纪业务说明
 - 系统服务变更说明
diff --git a/locales/zh-CN/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md b/locales/zh-CN/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
index 9660db26..38463189 100644
--- a/locales/zh-CN/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
+++ b/locales/zh-CN/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：帐户&gt;冻结解冻&gt; 资产解冻
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户&gt;冻结解冻&gt; 资产解冻</p>
+</div>
 
 若资产冻结时，支持设定到期时间，则系统会在到期时，会自动解冻该资产纪录；在到期日之前，可以在页面人工进行解冻
 
diff --git a/locales/zh-CN/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md b/locales/zh-CN/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
index 4008fd62..72350716 100644
--- a/locales/zh-CN/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
+++ b/locales/zh-CN/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
@@ -1,7 +1,7 @@
 ---
 title: 账户
 slug: wbo-account-account
-sidebar_position: 1
+sidebar_position: 0
 ---
 
 
diff --git a/locales/zh-CN/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md b/locales/zh-CN/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
index 01aa9554..df0145d0 100644
--- a/locales/zh-CN/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
+++ b/locales/zh-CN/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
@@ -21,7 +21,7 @@ sidebar_position: 0
 
 执行菜单：基金管理&gt; 公募基金&gt;客户订单 Tab 页签
 
-在本作业可以查询到前台 App 端的公募基金订单纪录，  可以看到基金订单的申购/赎的状态
+在本作业可以查询到前台 APP 端的公募基金订单纪录，  可以看到基金订单的申购/赎的状态
 
 <img src="/assets/MMrpbLsIboM1w8x9UovclZIUnje.png" src-width="2986" src-height="1742" align="center"/>
 
diff --git a/locales/zh-CN/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md b/locales/zh-CN/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
index 2003b507..5c13fc5b 100644
--- a/locales/zh-CN/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
+++ b/locales/zh-CN/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
@@ -1,7 +1,7 @@
 ---
 title: 冻结/解冻
 slug: xxxxxx
-sidebar_position: 2
+sidebar_position: 1
 ---
 
 
diff --git a/locales/zh-CN/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md b/locales/zh-CN/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
index f091b8d9..3fb4a556 100644
--- a/locales/zh-CN/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
+++ b/locales/zh-CN/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
@@ -95,7 +95,7 @@ sidebar_position: 2
 
 <img src="/assets/CIBkbEqeaoE3oXxKHyqc9MSUn48.png" src-width="3584" src-height="1738" align="center"/>
 
-查询经纪人名下客户的分佣套餐佣金，是以帐务日期与交易币种作查询条件，支持日/月/年的周期报表查询（报表管理 - 佣金报表），点击【导出】可将查询的资料导出
+查询经纪人名下客户的分佣套餐佣金，是以帐务日期与交易币种作查询条件，支持日/月/年的周期报表查询（报表管理-佣金报表），点击【导出】可将查询的资料导出
 
 <img src="/assets/SP4wbVY3goIBigxhOQ4crKiynGc.png" src-width="3584" src-height="1738" align="center"/>
 
diff --git a/locales/zh-CN/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md b/locales/zh-CN/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
index 6b8d7b85..00871f31 100644
--- a/locales/zh-CN/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
+++ b/locales/zh-CN/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
- 菜单入口：KYC&gt;开户列表 
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜单入口：KYC&gt;开户列表 </p>
+</div>
 
  以完整的 Dash-Board 方式来整理 KYC 状态纪录展示，方便开户人员能快速定位到各种状态，方便后续操作处理
 
@@ -51,7 +53,7 @@ TESS 服务展示：
 
 <img src="/assets/KkKObl0mHoOfcaxReKecCXrbnif.png" src-width="3244" src-height="1600" align="center"/>
 
-- 搜索客户组件，增加展示联系手机号、联系邮箱、App 帐号（用于用户登录 APP）
+- 搜索客户组件，增加展示联系手机号、联系邮箱、APP 帐号（用于用户登录 APP）
 
 <img src="/assets/NgetbsaQQoQDgbxzgFfcsAf1nlc.png" src-width="1112" src-height="802"/>
 
diff --git a/locales/zh-CN/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md b/locales/zh-CN/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
index 0b66992e..73eb630b 100644
--- a/locales/zh-CN/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
+++ b/locales/zh-CN/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
@@ -19,7 +19,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：资产帐户&gt;业务码&gt;业务管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产帐户&gt;业务码&gt;业务管理</p>
+</div>
 
 进入菜单，查看所有业务码分组
 
diff --git a/locales/zh-CN/docs/DUjAw62kGicB7jken4CcBaYpnCd.md b/locales/zh-CN/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
index 89fded66..ea7908e8 100644
--- a/locales/zh-CN/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
+++ b/locales/zh-CN/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作说明
 
-菜单入口：帐户管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户管理&gt;BCAN 管理</p>
+</div>
 
 ### 参与者管理
 
diff --git a/locales/zh-CN/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md b/locales/zh-CN/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
index 9fe9334e..ae23ab0f 100644
--- a/locales/zh-CN/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
+++ b/locales/zh-CN/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
@@ -20,7 +20,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：资产帐户&gt;调帐&gt; 临时调帐
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产帐户&gt;调帐&gt; 临时调帐</p>
+</div>
 
 <div class="callout callout-bg-2 callout-border-2">
 <p>📌 1204 版本交互设计优化，发布后补充</p>
diff --git a/locales/zh-CN/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md b/locales/zh-CN/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
index a8532c20..a2ba97c1 100644
--- a/locales/zh-CN/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
+++ b/locales/zh-CN/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作说明
 
-菜单入口：客户管理系统&gt;CRM&gt;客户池
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：客户管理系统&gt;CRM&gt;客户池</p>
+</div>
 
 本作业支持针对不同的用户（客户），进行【分配客经】与【批量备注】与【导出】的操作
 
diff --git a/locales/zh-CN/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md b/locales/zh-CN/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
index ca9ef84a..335d3741 100644
--- a/locales/zh-CN/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
+++ b/locales/zh-CN/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
@@ -17,7 +17,7 @@ sidebar_position: 0
 
 ## 操作说明
 
-<div class="callout callout-bg-2 callout-border-2">
+<div class="callout callout-bg-3 callout-border-3">
 <p>📌 1204 版本交互设计优化，发布后补充</p>
 </div>
 
diff --git a/locales/zh-CN/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md b/locales/zh-CN/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
index a56aa099..1e3b2b7f 100644
--- a/locales/zh-CN/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
+++ b/locales/zh-CN/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作说明
 
-菜单入口：客户管理系统&gt;CRM&gt;今日完成
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：客户管理系统&gt;CRM&gt;今日完成</p>
+</div>
 
 主要展示客户进展、每日跟进、我的日报三个维度的信息。
 
diff --git a/locales/zh-CN/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md b/locales/zh-CN/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
index 8973d039..f55b5753 100644
--- a/locales/zh-CN/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
+++ b/locales/zh-CN/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
@@ -31,9 +31,9 @@ sidebar_position: 2
 
 【下架】：是指将基金 将无法在系统交易
 
-【显示】：是指基金可在 App 端展示、搜索和交易 
+【显示】：是指基金可在 APP 端展示、搜索和交易 
 
-【隐藏】：是指基金在 App 端不展示、不可搜索
+【隐藏】：是指基金在 APP 端不展示、不可搜索
 
 <img src="/assets/OqF3bSz5Woi62vxzZr1c86ainMr.png" src-width="2978" src-height="1644" align="center"/>
 
@@ -69,7 +69,7 @@ sidebar_position: 2
 
 注意：
 
-1. 若后台下单后，在基金委托列表可以查询对应交易订单资讯，订单资讯也会同步到 App 客户端展示，在未进行日切之前可以进行撤单。
+1. 若后台下单后，在基金委托列表可以查询对应交易订单资讯，订单资讯也会同步到 APP 客户端展示，在未进行日切之前可以进行撤单。
 2. 已日切的订单不可重复获取，但日切之前可以多次前台拉取订单。
 
 #### 基金清算
@@ -96,11 +96,11 @@ sidebar_position: 2
 
 <img src="/assets/OSEwbwYpOokhj1xwZ85cJ2gpnwf.png" src-width="2990" src-height="1060" align="center"/>
 
-#### App 端列表 
+#### APP 端列表 
 
 执行菜单：基金管理&gt; 私募基金&gt;APP 端列表 Tab 页签 
 
-本作业可以维护在 App 端有关于私募基金主体的排序展示顺序
+本作业可以维护在 APP 端有关于私募基金主体的排序展示顺序
 
 <img src="/assets/OF43b4eI7oOCz4x7pImcvJJhnbc.png" src-width="2990" src-height="914" align="center"/>
 
@@ -110,7 +110,7 @@ sidebar_position: 2
 
 设置后，就会影响私募基金在手机端展示排序效果
 
-**App 端展示画面如下：**
+**APP 端展示画面如下：**
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/locales/zh-CN/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md b/locales/zh-CN/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
index a7b0b56d..31fcc6bf 100644
--- a/locales/zh-CN/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
+++ b/locales/zh-CN/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
@@ -7,6 +7,8 @@ sidebar_position: 0
 
 # 客户管理系统（CRM)
 
+## 系统设计
+
 Whale CRM 客户管理系统是以全新整合角度，方便劵商客务团队来管理服务劵商客户，包括：
 
 **客户生命周期管理**、**客户 ****KYC**** 资料审核**及**帐户风险管理**** **等。
@@ -28,3 +30,21 @@ Whale CRM 的整体业务流如下图所示：
 
 <img src="/assets/AmXab5vHuo57Stx4eY5c28BYnh3.jpeg" src-width="1819" src-height="965" align="center"/>
 
+## 首页 Dashboard
+
+在 CRM 首页上，增加工作流节点数量统计与提供摘要性的 Dashboard，可以点选进入该作业区，方便快速操作
+
+<img src="/assets/IrWGb3mGuoHpdmxINWmcQnuxnyg.png" src-width="2494" src-height="1508" align="center"/>
+
+系统提供 一段区间的 开户平均耗时与近期开户成功统计率作为参考（系统会自动计算）
+
+<img src="/assets/Hcutbz674o6HAmxnRYCcgoQ3nGc.png" src-width="1660" src-height="400" align="center"/>
+
+同时在首页中右区域提供 CRM 相关常见操作频率较高的作业快捷入口，方便点选操作
+
+<img src="/assets/ZCe1biDyYoPUIbxlH6PcEAtznRe.png" src-width="2462" src-height="394" align="center"/>
+
+在系统首页的右下区域也提供更新日志，可以点选查阅系统更新功能说明
+
+<img src="/assets/ZtLKbeXszoXYR1xDJZCcFr6VnKf.png" src-width="2492" src-height="716" align="center"/>
+
diff --git a/locales/zh-CN/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md b/locales/zh-CN/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
index 6b3752d3..bfafaba9 100644
--- a/locales/zh-CN/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
+++ b/locales/zh-CN/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜单入口：账户&gt;冻结解冻&gt; 资产冻结
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：账户&gt;冻结解冻&gt; 资产冻结</p>
+</div>
 
 可以选择不同的资产类型进入资产冻结操作，目前支持现金、股票和基金。
 
diff --git a/locales/zh-CN/docs/Heqjw9lwgi8ATikba54cEe5Enee.md b/locales/zh-CN/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
index f2825439..2783fd26 100644
--- a/locales/zh-CN/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
+++ b/locales/zh-CN/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
@@ -17,7 +17,9 @@ sidebar_position: 4
 
 ## 操作说明
 
-菜单入口：客户管理系统&gt;CRM&gt;客户经理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：客户管理系统&gt;CRM&gt;客户经理</p>
+</div>
 
 本作业可以维护管理 CRM 相关客务团队职务人员，包括客户经理的增删改查、二维码、离职等信息
 
diff --git a/locales/zh-CN/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md b/locales/zh-CN/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
index d92891bc..6284d3a2 100644
--- a/locales/zh-CN/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
+++ b/locales/zh-CN/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：帐户管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户管理&gt;BCAN 管理</p>
+</div>
 
 ### BCAN 区间
 
diff --git a/locales/zh-CN/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md b/locales/zh-CN/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
index 02c8b362..6b4b28f9 100644
--- a/locales/zh-CN/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
+++ b/locales/zh-CN/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
@@ -44,7 +44,7 @@ sidebar_position: 8
 
 ### **客户选择** 
 
-过户完成后，点击【指令收集】。操作后，系统会发送消息通知（APP+客户端）客户。在选择开始日期后到内部选择结束日期之间，客户可以在 App 上进行选股选息
+过户完成后，点击【指令收集】。操作后，系统会发送消息通知（APP+客户端）客户。在选择开始日期后到内部选择结束日期之间，客户可以在 APP 上进行选股选息
 
 <img src="/assets/NqwobZYwso02hsxrUlpcA3hentd.png" src-width="2902" src-height="1552" align="center"/>
 
diff --git a/locales/zh-CN/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md b/locales/zh-CN/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
index 4ec2f5cb..2fb10dd3 100644
--- a/locales/zh-CN/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
+++ b/locales/zh-CN/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作说明
 
-菜单入口：帐户管理&gt;纪录查询
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户管理&gt;纪录查询</p>
+</div>
 
 本作业可以查询管理帐户的操作记录与登录设备纪录
 
diff --git a/locales/zh-CN/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md b/locales/zh-CN/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
index c770337c..d1a7af70 100644
--- a/locales/zh-CN/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
+++ b/locales/zh-CN/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
@@ -18,7 +18,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：资产帐户&gt;资产调拨&gt; 帐户间转仓
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产帐户&gt;资产调拨&gt; 帐户间转仓</p>
+</div>
 
 列表页记录包含后台操作流水和客户 App 上自主操作的转仓流水
 
diff --git a/locales/zh-CN/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md b/locales/zh-CN/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
index 9314f295..55c5f970 100644
--- a/locales/zh-CN/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
+++ b/locales/zh-CN/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
@@ -16,15 +16,15 @@ sidebar_position: 0
 <tr>
 <td><p><strong>名词</strong></p></td><td><p><strong>解释</strong></p></td></tr>
 <tr>
-<td><p><strong>运营计划</strong></p></td><td><p>运营计划是投放系统的基础模块，帮助运营人员快速创建计划，以某种触达方式（短信、邮件、App Banner、App 推送、App 弹窗等）对满足一定条件的目标受众进行触达。如，新用户的任务触达、开户未入金用户的专题活动触达等。</p></td></tr>
+<td><p><strong>运营计划</strong></p></td><td><p>运营计划是投放系统的基础模块，帮助运营人员快速创建计划，以某种触达方式（短信、邮件、APP Banner、App 推送、APP 弹窗等）对满足一定条件的目标受众进行触达。如，新用户的任务触达、开户未入金用户的专题活动触达等。</p></td></tr>
 <tr>
 <td><p><strong>定时型 - 单次</strong></p></td><td><p>运营计划的一种，主要用于创建单次执行的计划，固定时间发送。如，活动预热的推送提醒。</p></td></tr>
 <tr>
 <td><p><strong>定时型 - 重复</strong></p></td><td><p>运营计划的一种，主要用于创建重复执行的计划，每个周期固定的一个或多个时间发送。如，新用户首个周期内的新人任务礼包领取提醒。</p></td></tr>
 <tr>
-<td><p><strong>获取型-API</strong></p></td><td><p>运营计划的一种，主要用于创建被动请求型计划，当用户启动 App 后进行触达，包含 App Banner 和 App 弹窗。如，新股认购的弹窗和 Banner 提醒。</p></td></tr>
+<td><p><strong>获取型-API</strong></p></td><td><p>运营计划的一种，主要用于创建被动请求型计划，当用户启动 APP 后进行触达，包含 APP Banner 和 APP 弹窗。如，新股认购的弹窗和 Banner 提醒。</p></td></tr>
 <tr>
-<td><p><strong>触发型 - 完成 A</strong></p></td><td><p>运营计划的一种，主要用于创建触发型计划，当用户完成某个行为后发送。如用户启动 App 后开户活动提醒。</p></td></tr>
+<td><p><strong>触发型 - 完成 A</strong></p></td><td><p>运营计划的一种，主要用于创建触发型计划，当用户完成某个行为后发送。如用户启动 APP 后开户活动提醒。</p></td></tr>
 <tr>
 <td><p><strong>触发条件</strong></p></td><td><p>运营计划的触发时机，运营人员通过选择不同的计划类型，设置不同的触发时间点或触发时机，从而决定该投放计划在什么条件下被执行。</p></td></tr>
 <tr>
@@ -34,7 +34,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>参与限制</strong></p></td><td><p>对于定时型－重复计划、触发型－完成 A 这 2 种多次触发的计划，可以允许用户在一定时间段内多次参与当前计划，且可以限制次数，该限制仅对当前计划生效。默认是不允许用户在活动期间内多次参与的。</p></td></tr>
 <tr>
-<td><p><strong>触达通道</strong></p></td><td><p>投放系统提供了 5 种触达用户的通道，在 App 上触达：弹窗、推送、Banner，在 App 外触达：短信、邮件。</p></td></tr>
+<td><p><strong>触达通道</strong></p></td><td><p>投放系统提供了 5 种触达用户的通道，在 APP 上触达：弹窗、推送、Banner，在 APP 外触达：短信、邮件。</p></td></tr>
 <tr>
 <td><p><strong>勿扰模式</strong></p></td><td><p>设置用户勿扰时段以及勿扰时段内的推送策略，该设置仅对当前计划生效，仅对邮件，短信，Push 通道生效。</p></td></tr>
 <tr>
@@ -50,7 +50,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>用户属性</strong></p></td><td><p>用户属性是用户分群规则创建的核心数据来源，本质是用户标签的列表，支持不同用户标签通过且或关系的双层组合筛选目标受众。用户属性的数据来源是用户标签，需要根据不同业务场景的需求进行定义，数据聚合加工后支持。系统默认提供了 8 个预置用户标签。</p></td></tr>
 <tr>
-<td><p><strong>用户行为</strong></p></td><td><p>用户行为是用户分群规则创建的辅助数据来源，本质是用户行为事件的列表，支持通过且或关系的双层组合，限定事件的属性来筛选目标受众。用户行为的数据来源是数据采集，需要根据不同场景的需求进行采集加工后支持。系统默认提供了 App 启动的行为事件。</p></td></tr>
+<td><p><strong>用户行为</strong></p></td><td><p>用户行为是用户分群规则创建的辅助数据来源，本质是用户行为事件的列表，支持通过且或关系的双层组合，限定事件的属性来筛选目标受众。用户行为的数据来源是数据采集，需要根据不同场景的需求进行采集加工后支持。系统默认提供了 APP 启动的行为事件。</p></td></tr>
 <tr>
 <td><p><strong>用户标签</strong></p></td><td><p>是通过对用户属性信息、行为信息、业务信息进行加工后所产生的特征标记，它的值具有高度概括、相互独立及可枚举穷尽的特点。标签在数据结构中包含：标签名称及其值。</p></td></tr>
 <tr>
@@ -58,7 +58,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>目标完成率</strong></p></td><td><p>目标完成率=目标完成人数/计划触达人数*100%</p></td></tr>
 <tr>
-<td><p><strong>目标完成</strong></p></td><td><p>表示目标完成人数，如：一个计划的首要目标为触达后 2 小时内完成 App 启动，则目标完成人数为（计划触达时间起的 2 小时内，有发生 App 启动行为的去重用户 member_id 数量）</p></td></tr>
+<td><p><strong>目标完成</strong></p></td><td><p>表示目标完成人数，如：一个计划的首要目标为触达后 2 小时内完成 APP 启动，则目标完成人数为（计划触达时间起的 2 小时内，有发生 APP 启动行为的去重用户 member_id 数量）</p></td></tr>
 <tr>
 <td><p><strong>计划触达</strong></p></td><td><p>表示计划触达人数，如：一个计划的目标受众用户为 10000，实际计划执行成功后触达的用户为 9999，则计划触达人数为 9999</p></td></tr>
 </tbody>
diff --git a/locales/zh-CN/docs/KayawFlkwim5vWkrePgcs7n4n6b.md b/locales/zh-CN/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
index 331f32c1..555c7738 100644
--- a/locales/zh-CN/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
+++ b/locales/zh-CN/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
@@ -121,7 +121,7 @@ sidebar_position: 3
 
 <img src="/assets/EUKeb9UQ9oYEtaxkgPJcDyvpnxc.png" src-width="3410" src-height="1472" align="center"/>
 
-此时可以操作‘指令收集'。在选择开始时间 到结算时间，对相关客户发送选择通知（透过 App 或 mail  讯息）
+此时可以操作‘指令收集'。在选择开始时间 到结算时间，对相关客户发送选择通知（透过 APP 或 mail  讯息）
 
 参考通知范例：
 
diff --git a/locales/zh-CN/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md b/locales/zh-CN/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
index b3f95b37..686181f9 100644
--- a/locales/zh-CN/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
+++ b/locales/zh-CN/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
@@ -19,7 +19,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜单入口：资产账户&gt;业务码&gt;业务码查询
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产账户&gt;业务码&gt;业务码查询</p>
+</div>
 
 进入菜单页，可以在列表查询所有业务码，支持通过编码和名称搜索
 
diff --git a/locales/zh-CN/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md b/locales/zh-CN/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
index 2d2bc78d..d1b3bc0e 100644
--- a/locales/zh-CN/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
+++ b/locales/zh-CN/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
@@ -51,11 +51,11 @@ sidebar_position: 1
 
 【下架】：是指将基金 将无法在系统交易
 
-【显示】：是指基金可在 App 端展示、搜索和交易 
+【显示】：是指基金可在 APP 端展示、搜索和交易 
 
-【隐藏】：是指基金在 App 端不展示、不可搜索
+【隐藏】：是指基金在 APP 端不展示、不可搜索
 
-**App 端展示效果**：  （如果一个 公募基金是 '上架' 且 '显示' 的 状况下）
+**APP 端展示效果**：  （如果一个 公募基金是 '上架' 且 '显示' 的 状况下）
 
 <img src="/assets/JB59bGPbCoOxlbxSsDHcSatZnNd.png" src-width="696" src-height="1206" align="center"/>
 
@@ -85,7 +85,7 @@ sidebar_position: 1
 
 <img src="/assets/HflIbP5n1oc1B9xpxDocUwBRnkU.png" src-width="2990" src-height="1776" align="center"/>
 
-**App 端展示效果**： （当新建基金公司后）
+**APP 端展示效果**： （当新建基金公司后）
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/locales/zh-CN/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md b/locales/zh-CN/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
index 3d561766..6b4e9ba1 100644
--- a/locales/zh-CN/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
+++ b/locales/zh-CN/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
@@ -17,7 +17,9 @@ sidebar_position: 4
 
 ## 操作说明
 
-菜单入口：KYC&gt;第三方验证
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：KYC&gt;第三方验证</p>
+</div>
 
 在客户身份认证的环节上，可以手动上传第三方验证文件，也可以点选【手动验证】点阅已提交的验证文件内容
 
diff --git a/locales/zh-CN/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md b/locales/zh-CN/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
index 0940ee1a..e3c9975b 100644
--- a/locales/zh-CN/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
+++ b/locales/zh-CN/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作说明
 
-菜单入口：资产账户&gt;帐户&gt; 帐户明细
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产账户 &gt; 帐户 &gt; 帐户明细</p>
+</div>
 
 选择需要查询的资产类型，分现金、股票、基金、期权、债券、OTC 其他、虚拟资产
 
diff --git a/locales/zh-CN/docs/MrZhwF5qbiou8akMvNect8bSn6f.md b/locales/zh-CN/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
index 632556df..16f35517 100644
--- a/locales/zh-CN/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
+++ b/locales/zh-CN/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：帐户管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户管理&gt;BCAN 管理</p>
+</div>
 
 ### BCAN 列表
 
diff --git a/locales/zh-CN/docs/MsrcwasClizlyKk5xnQc2v04ntc.md b/locales/zh-CN/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
index dac6609e..20924be4 100644
--- a/locales/zh-CN/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
+++ b/locales/zh-CN/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
@@ -15,7 +15,7 @@ sidebar_position: 4
 
 申购流程：
 
-1. 客户透过交易终端 App 等提交申购申请处于认申期的基金产品。系统将会计算自动先行冻结客户用于申购之基金产品所需资金。
+1. 客户透过交易终端 APP 等提交申购申请处于认申期的基金产品。系统将会计算自动先行冻结客户用于申购之基金产品所需资金。
 2. 操作人员传真基金申购汇总表格至相应的基金托管人并寄送正本。基金托管人认收之后，后台人员成结单并发送至客户。
 3. 于交收日，操作人员根据基金托管人计算之净值及申购份额，于系统中维护基金净值，并确认于交易日受理的基金申购委托。系统将会扣取客户资金，并增加客户基金份额持仓。
 4. 后台人员将通过银行与基金托管人交收资金，并生成基金交易结单发送至客户。
diff --git a/locales/zh-CN/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md b/locales/zh-CN/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
index df678257..3b38b5ce 100644
--- a/locales/zh-CN/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
+++ b/locales/zh-CN/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
@@ -19,7 +19,7 @@ sidebar_position: 2
 
 菜单入口：运营系统&gt;权益系统&gt;权益中心
 
-主要用于运营可查看、导出当前 App 内权益商店成交的订单情况
+主要用于运营可查看、导出当前 APP 内权益商店成交的订单情况
 
 <img src="/assets/I3wFb3FRBoLHQXxS9qJcGdH5nrg.png" src-width="2340" src-height="1358" align="center"/>
 
diff --git a/locales/zh-CN/docs/O3GewB9rnirlDkklQMVcbokAnrd.md b/locales/zh-CN/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
index 24a78923..798f22a0 100644
--- a/locales/zh-CN/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
+++ b/locales/zh-CN/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：客户管理系统&gt;CRM&gt;看板
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：客户管理系统&gt;CRM&gt;看板</p>
+</div>
 
 以 Dash-board 的方式展现成为有效客户前的几个重要节点汇总数据，如注册、待开户、待入金、已入金
 
diff --git a/locales/zh-CN/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md b/locales/zh-CN/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
index 38bb9836..44f00c61 100644
--- a/locales/zh-CN/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
+++ b/locales/zh-CN/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜单入口：客户管理系统&gt;CRM&gt;任务
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：客户管理系统&gt;CRM&gt;任务</p>
+</div>
 
 每个不同的互动进程的信息展示。例如，入金/出金/注册等。
 
diff --git a/locales/zh-CN/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md b/locales/zh-CN/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
index e3273a1d..8048e1dc 100644
--- a/locales/zh-CN/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
+++ b/locales/zh-CN/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
@@ -1,7 +1,7 @@
 ---
 title: 业务码
 slug: PHUbw6pu3i4vbOkHeLVcpnlTn6f
-sidebar_position: 5
+sidebar_position: 4
 ---
 
 
diff --git a/locales/zh-CN/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md b/locales/zh-CN/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
index 8a25f871..06c93cf9 100644
--- a/locales/zh-CN/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
+++ b/locales/zh-CN/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作说明
 
-菜单入口：KYC&gt;开户审核记录
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：KYC&gt;开户审核记录</p>
+</div>
 
 可查询客户开户审核记录，点选【详情】可以查询开户 KYC 流程审核节点（合规/RO/VC）的审核记录与细部资料
 
diff --git a/locales/zh-CN/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md b/locales/zh-CN/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
index 91e63560..f4bc20bd 100644
--- a/locales/zh-CN/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
+++ b/locales/zh-CN/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作说明
 
-菜单入口：KYC&gt; AML 监查后台（TESS）
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：KYC&gt; AML 监查后台（TESS）</p>
+</div>
 
 本作业可以查看全部有 TESS 调用记录的客户的监控状态和待处理警报
 
diff --git a/locales/zh-CN/docs/S2low898GirK4jk39wacQ2p0nNg.md b/locales/zh-CN/docs/S2low898GirK4jk39wacQ2p0nNg.md
index 48edcdae..77ff97f9 100644
--- a/locales/zh-CN/docs/S2low898GirK4jk39wacQ2p0nNg.md
+++ b/locales/zh-CN/docs/S2low898GirK4jk39wacQ2p0nNg.md
@@ -21,7 +21,7 @@ sidebar_position: 9
 
 - 整体流程类似 TM，用于处理拆合股、换股场景 
 - 在预告创建时选择 CA，方案选择 CA-Share Consolidation、CA-Share Subdivision/Splitting、CA-Share Conversion 按照预告和方案的必填字端要求输入必要字段
-- 拆合股 公司行动（CA 类）执行后会 增加 App 推送提醒
+- 拆合股 公司行动（CA 类）执行后会 增加 APP 推送提醒
 
 <img src="/assets/Z9gobvFziow58xxDzPncVMcZnKf.png" src-width="972" src-height="291"/>
 
diff --git a/locales/zh-CN/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md b/locales/zh-CN/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
index 6f36cbd4..a506d47a 100644
--- a/locales/zh-CN/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
+++ b/locales/zh-CN/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
@@ -7,17 +7,134 @@ sidebar_position: 3
 
 # 通道管理
 
-### 通道管理
+## 通道管理
 
-通道管理是针对与  App 常见交互方式，例：Banner 横条、App 弹窗、App Push、邮件、短信等通道内容管理。
+通道管理是针对与  APP 常见交互方式，例：Banner 横条、App 弹窗、App Push、邮件、短信等通道内容管理。
 
 其中横幅广告（Banner），是个呈现一个广告推广内容的图片，放置在 App 等互联网页面上，是互联网广告中最基本的广告形式，一般是使用 GIF 格式的图像档，可以使用静态图形，或新兴的 Rich Media Banner（丰富媒体 Banner）能赋予横幅更强的表现力和交互内容。
 
+## 适用场景
+
+如何创建一个 App Banner？
+
+如何创建一个 App 弹窗？
+
+如何创建一个 APP Push 消息？
+
+如何创建一个 邮件消息？
+
+如何创建一个 短信消息？
+
 以下分别 整理几个常见通道管理内容，逐步导引来建立：
 
-- [【场景】如何创建一个 App Banner](./YXFMwr7G9iMBwdki1sicDycUnle) 
-- [【场景】如何创建一个 App 弹窗？](./QiYrwKk0AikUSpkQRtOct87bnQB) 
-- [【场景】如何创建一个 App Push 消息？](./TyAnwpS7viTqgDkFPtocMBlKnhf) 
-- [【场景】如何创建一个 邮件消息？](./HOJWw8cmCimIx3kSOlvcyH4Inwb) 
-- [【场景】如何创建一个 短信消息？](./Gq73wjUUYiHaUNk1H8rcKVmHnZg) 
+## 操作说明
+
+### 如何创建一个 App Banner
+
+以下是创建 App Banner 的步骤顺序：
+
+- 选择 Banner 类型：如 - 需要创建一个在市场首页位置的 Banner
+- 设置 Banner 顺序：同一个位置的 Banner 有多个配置上时，按照数字从小到大的顺序进行轮播
+- 设置 Banner 名称：用于区分 Banner，作为业务标识
+- 设置 Banner 图片：有裁剪和普通上传 2 种方式，按需选择
+- 设置 Banner 跳转链接：一般使用 Pagehub 生成 H5 链接后进行配置，也可使用 App 内的 H5 页面链接
+- 设置 Banner 运行周期：Banner 生效的周期，在设置周期内，Banner 生效，过期后则不再展示
+- 设置 Banner 可见范围：全部用户可见 - 则 App 所有用户可以看到 Banner，投放系统可见 - 则仅计划配置中的目标受众可见
+
+<img src="/assets/HT3DbhTFPosKlnx8BQVciwPrnWf.png" src-width="1972" src-height="1640" align="center"/>
+
+### 如何创建一个 App 弹窗
+
+以下是创建 App 弹窗 的步骤顺序：
+
+- 弹窗名称：弹窗标识名称
+- 弹窗类型：头图或全图，头图代表弹窗的标题描述确认按钮等都将使用编辑的信息，全图则代表完全使用背景图作为弹窗的展示信息
+- 弹窗标题：展示在 App 的标题
+- 弹窗描述：展示在 App 的描述信息
+- 背景图片：弹窗展示时的背景图
+- 确认按钮：弹窗点击跳转的按钮所对应的文案提示
+- 确认按钮 URL：点击确认按钮后，期望跳转的地址
+- 频次限制：同一个用户收到同一个弹窗的次数
+- 活动时间：弹窗生效的时间周期
+- 展示时间：在每天的 0 点到 24 点之间，希望弹窗在什么时间段展示
+- 弹窗平台：可以选择是在 2 个端显示还是只在某个单一的端进行显示
+- 可见状态：选择投放系统可见则代表仅计划配置中的目标受众可见，全部用户可见则整个 App 用户可见弹窗
+
+<img src="/assets/HL6Kb3dnioWPFGxL2qPcYuzjnwd.png" src-width="1924" src-height="1644" align="center"/>
+
+### 如何创建一个 APP Push 消息
+
+投放系统的触发配置提供了 Push 的自定义模板功能，可以在配置计划时直接配置内容
+
+以下是创建 App Push  的步骤顺序：
+
+- 选择通道为 Push
+- 设置标题、内容、上传封面图片
+- 选择通知行为：常用的为打开某个活动链接或跳转到新股认购的页面，具体可按需选择
+
+<img src="/assets/RLTnbiHHHotpZZxxOtlckJR4n0X.png" src-width="2132" src-height="1526" align="center"/>
+
+### 如何创建一个 邮件消息
+
+投放系统的触发配置提供了邮件的自定义模板功能，可以在配置计划时直接配置内容
+
+以下是创建邮件消息的步骤顺序：
+
+- 选择通道为邮件
+- 设置发件人名称、邮件标题
+- 通过富文本编辑器编辑邮件正文
+- 添加邮件附件、设置邮件发件邮箱
+
+<img src="/assets/HttRb5uhko6XWKxcMNXceePynhe.png" src-width="1694" src-height="1362" align="center"/>
+
+### 如何创建一个 短信消息
+
+投放系统的触发配置提供了短信的自定义模板功能，可以在配置计划时直接配置内容
+
+以下是创建短信消息的步骤顺序：
+
+- 选择通道为短信
+- 选择短信发送地区
+- 选择短信类型：投放系统一般使用营销活动
+- 设置短信内容
+
+<img src="/assets/FYtmb2DCRohOwXxFbHscpVXAnFb.png" src-width="2226" src-height="1530" align="center"/>
+
+#### 消息模板说明
+
+投放系统的消息触达（Push、SMS、Email）同时提供了消息模板功能，可以创建日常通用消息模板，同时消息模板也接入了工单审批流程。
+
+菜单入口：投放系统&gt;消息模板
+
+选择要创建的消息模板（Push、SMS、Email）；
+
+特别说明：邮件模板只需配置邮件正文内容，邮件头尾同其他系统邮件配置，无需租户配置
+
+<div class="grid gap-3 grid-cols-3">
+<div>
+<img src="/assets/WTCZbtAjjorFVFx7ouqcOXbmnLf.png" src-width="1276" src-height="1928" align="center"/>
+</div>
+<div>
+<img src="/assets/CHHTbjP9PodPxAxIQh2chehRnVg.png" src-width="1274" src-height="1914" align="center"/>
+</div>
+<div>
+<img src="/assets/R4aQbUt8OoYh05x137mcGDfcn5d.png" src-width="1270" src-height="1916" align="center"/>
+</div>
+</div>
+
+提交审核，审批流程需要进行配置；
+
+审核通过，可在创建 Push、邮件、短信时，选择消息模板进行发送，无需编辑内容。
+
+<div class="grid gap-3 grid-cols-3">
+<div>
+<img src="/assets/UF2LbF8VSoCaP7xIKGVc0eC8nDe.png" src-width="1346" src-height="518" align="center"/>
+</div>
+<div>
+<img src="/assets/UPozbaGKiobj8jxOCxjcmpGrnRe.png" src-width="1130" src-height="322" align="center"/>
+</div>
+<div>
+<img src="/assets/C5w2bW1a7oZL4Sxp0n1clMDhnWf.png" src-width="756" src-height="302" align="center"/>
+</div>
+</div>
 
diff --git a/locales/zh-CN/docs/SUMMARY.md b/locales/zh-CN/docs/SUMMARY.md
index dfd162d0..771f1980 100644
--- a/locales/zh-CN/docs/SUMMARY.md
+++ b/locales/zh-CN/docs/SUMMARY.md
@@ -6,7 +6,6 @@
     - [工单操作说明](LAGyw1xzYiphIgkw0ICcX7len3f.md)
   - [使用指南](DokowCMGEirZERkadBacb92EnAh.md)
     - [客户管理系统（CRM)](FhuGw7gL7iINIBk2shrcITKfnTW.md)
-      - [Dashboard](PmuswGYPMiZIAnkYdpicmqAanyd.md)
       - [CRM](XBQhw94Hligs8tkR4nlckbdKnDc.md)
         - [任务](OtSqwsks9iRZbjkQFsPcdRBGnkf.md)
         - [看板](O3GewB9rnirlDkklQMVcbokAnrd.md)
@@ -16,10 +15,6 @@
       - [KYC](W1rBwke4tiwflqk90bDc9OFAnyb.md)
         - [开户列表](DDerwSiFZiTCwqkyUtGc2v9hnrg.md)
         - [开户资料](AD3dwJzzTi4eDakMY7dcYTK1ngb.md)
-          - [全新录入新开户申请](Zf04wsxRvidPbAk1BhgcvOVZnjf.md)
-          - [多开通证券帐户申请](QZfIweqitiiPf8kQ6CTcDtqhn9G.md)
-          - [多开通证券子帐户申请](XPZVwYzhoi19Mnk5dQ8cucQ5nIc.md)
-          - [批量修改证劵帐户](Ofpowlv0xi5ecBk3s3cci46YnJb.md)
         - [开户审核记录](RfWUwBqNjiuGfZkNtxocUIUensf.md)
         - [AML 监察后台（TESS)](RjF9wIpBFigYdikaQ6wc2JzOncc.md)
         - [第三方验证](LbYZwsV2kiCtKykYE3Zc405lnC4.md)
@@ -39,7 +34,6 @@
         - [消息模板](HA8RwOxQkiShD5keLnIcuVPdnQg.md)
     - [证券后台（WBO)](QQGNwf6t6i3nS9ko0ZTcwb8tnuh.md)
       - [资产帐户](Xd2qwHVugivJ2fkmA0zc7939npb.md)
-        - [名词释义](XsRewvlvNixEuWkvdojc5EUwn7d.md)
         - [账户](BDNYwtCvKiPkZAkyckhcd4r0nod.md)
           - [账户总览](EbeXwOZTWipDd7kbkVgcL7hynlv.md)
           - [账户余额](TB8awx7Q3icTAskWz7XcOT2znuh.md)
@@ -66,7 +60,7 @@
         - [换汇](Jhg3wwtLSiSdFekYy1Jcro8Cnhh.md)
         - [汇率管理](Gng5w0uediNvihkaEoKc4TIpnmc.md)
         - [换汇池](Rc72wIljiiSEnik9v03ceb7hnrd.md)
-        - [App 管理](RFcdwGEOPiMSI6kJI9ac11linic.md)
+        - [APP 管理](RFcdwGEOPiMSI6kJI9ac11linic.md)
       - [证券管理](QQjrw6MQuiU34UksQJycdMCnnhl.md)
         - [证券存入](JWBPwraf8i0mCCkSvqMcNv9in6c.md)
         - [证券取出](QN5iwDayViTXVkkkISocUmpQnMc.md)
@@ -86,7 +80,7 @@
         - [公募基金](BeaQwFXULiLLcNkayLicZPT0nsh.md)
         - [公募基金管理](LPlrwK0Y3iubWMkR9btcUInwn7Z.md)
         - [私募基金](FYOjwZT8ui9O4AkoWn6cv0T2n2e.md)
-        - [App 展示管理](A8cIw3eYXiEGJJktP3PcvrU9nn0.md)
+        - [APP 展示管理](A8cIw3eYXiEGJJktP3PcvrU9nn0.md)
       - [清算管理](AxPawktyYi8PpdkXvxVcDXwPneb.md)
         - [合约管理](AmY7wo5zviU2LakZvt9cAupxn0b.md)
           - [客户合约](TNHdw5WjEi8pi1knbtqcEi6KnWe.md)
@@ -176,17 +170,8 @@
       - [投放系统](HFS5wXhvXi0yh7kKbllc8Xp4n9c.md)
         - [名词释义](JtPWwBed0i8H6ukpRIVcXLkJnvb.md)
         - [运营计划](AmT7wLDONiG6BMkaHaMchSa8nOg.md)
-          - [【场景】如何创建一个定时型 - 单次计划？](Gicdw3YEtiDhLYkyLC6cLx79njb.md)
-          - [【场景】如何创建一个 定时型 - 重复 计划？](P0E9wXWm4iGRLEkDSX1chq9Jnuh.md)
-          - [【场景】如何创建一个 获取型-API 计划？](EPH5wRfGhidNKDkJQi6cYwE3nvS.md)
-          - [【场景】如何创建一个 触发型 - 完成 A 计划](ZYDewLFtuidmgjkzwEBcJvcln5d.md)
         - [用户分群](GOzGwOwG8iwszsksO8Mc81GNnFo.md)
         - [通道管理](STFEw4Lqni88GtkV2CHcTL71nAg.md)
-          - [【场景】如何创建一个 App Banner](YXFMwr7G9iMBwdki1sicDycUnle.md)
-          - [【场景】如何创建一个 App 弹窗？](QiYrwKk0AikUSpkQRtOct87bnQB.md)
-          - [【场景】如何创建一个 App Push 消息？](TyAnwpS7viTqgDkFPtocMBlKnhf.md)
-          - [【场景】如何创建一个 邮件消息？](HOJWw8cmCimIx3kSOlvcyH4Inwb.md)
-          - [【场景】如何创建一个 短信消息？](Gq73wjUUYiHaUNk1H8rcKVmHnZg.md)
       - [活动系统](GhdWwm72LicoNykrY8KcJm2wnEc.md)
         - [标准活动管理](GUtBwj3CninF35k2Isrc5HFJnzd.md)
           - [邀请活动](DbZcwF2cAiO6p3kHIgicqjFKn1d.md)
diff --git a/locales/zh-CN/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md b/locales/zh-CN/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
index a898214c..82e9f2ce 100644
--- a/locales/zh-CN/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
+++ b/locales/zh-CN/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜单入口：帐户管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户管理&gt;BCAN 管理</p>
+</div>
 
 ### HKIDR 报送
 
diff --git a/locales/zh-CN/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md b/locales/zh-CN/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
index 18ce59af..190366d1 100644
--- a/locales/zh-CN/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
+++ b/locales/zh-CN/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜单入口：资产账户&gt;帐户&gt; 余额查询
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产账户 &gt; 帐户 &gt; 余额查询</p>
+</div>
 
 选择需要查询的资产类型，分现金、股票、基金、期权、债券、OTC 其他、虚拟资产
 
diff --git a/locales/zh-CN/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md b/locales/zh-CN/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
index 6e6d7924..fd3e1596 100644
--- a/locales/zh-CN/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
+++ b/locales/zh-CN/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
@@ -25,7 +25,9 @@ sidebar_position: 2
 
 ## 操作说明
 
-菜单入口：帐户管理&gt;工单中心
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户管理&gt;工单中心</p>
+</div>
 
 本作业可以管理帐户（或用户）的安全管理事项，可以在对应 Tab 页签上作出冻结/解锁/ 注销的帐户操作
 
diff --git a/locales/zh-CN/docs/TzUewt858iKdcqku747c60oAnbh.md b/locales/zh-CN/docs/TzUewt858iKdcqku747c60oAnbh.md
index f7942d6a..dc5655c3 100644
--- a/locales/zh-CN/docs/TzUewt858iKdcqku747c60oAnbh.md
+++ b/locales/zh-CN/docs/TzUewt858iKdcqku747c60oAnbh.md
@@ -16,7 +16,7 @@ sidebar_position: 4
 
 ## 操作说明
 
-以下展示前端  App 有关的配置呈现效果：
+以下展示前端  APP 有关的配置呈现效果：
 
 ### 卡券
 
diff --git a/locales/zh-CN/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md b/locales/zh-CN/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
index 8a9f8f1d..413fbbae 100644
--- a/locales/zh-CN/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
+++ b/locales/zh-CN/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
@@ -19,7 +19,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜单入口：资产帐户&gt;资产调拨&gt; 账户间转帐
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产帐户&gt;资产调拨&gt; 账户间转帐</p>
+</div>
 
 列表页记录包含后台操作流水和客户 App 上自主操作的转帐流水
 
diff --git a/locales/zh-CN/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md b/locales/zh-CN/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
index 3bbfe3fa..b57e3bf3 100644
--- a/locales/zh-CN/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
+++ b/locales/zh-CN/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜单入口：资产帐户&gt;调帐&gt; 手工调帐
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：资产帐户&gt;调帐&gt; 手工调帐</p>
+</div>
 
 在手工调帐选择对应的调帐类型 Tab 页签 (现金/股票/基金/债劵/OTC），点击【新增】，打开新增调帐页面
 
diff --git a/locales/zh-CN/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md b/locales/zh-CN/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
index 61a69166..3e7efd66 100644
--- a/locales/zh-CN/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
+++ b/locales/zh-CN/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
@@ -1,7 +1,7 @@
 ---
 title: KYC
 slug: kyc
-sidebar_position: 2
+sidebar_position: 1
 ---
 
 
diff --git a/locales/zh-CN/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md b/locales/zh-CN/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
index c53c0234..55d4dad5 100644
--- a/locales/zh-CN/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
+++ b/locales/zh-CN/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜单入口：帐户管理&gt;帐户列表
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜单入口：帐户管理&gt;帐户列表</p>
+</div>
 
 可以查询所有已开户的客户帐户状态资料
 
diff --git a/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md b/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
index efdd7a86..f8d076d3 100644
--- a/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
+++ b/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
@@ -1,7 +1,7 @@
 ---
 title: 账户管理
-slug: WiA8wlqAfiWWWQkdhlicA3eJnUe
-sidebar_position: 3
+slug: account
+sidebar_position: 2
 ---
 
 
diff --git a/locales/zh-CN/docs/WwImwSshGikOLfkpbkzcNMprnVh.md b/locales/zh-CN/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
index bb03f7c0..801aca87 100644
--- a/locales/zh-CN/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
+++ b/locales/zh-CN/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
@@ -1,7 +1,7 @@
 ---
 title: 调账
 slug: WwImwSshGikOLfkpbkzcNMprnVh
-sidebar_position: 3
+sidebar_position: 2
 ---
 
 
diff --git a/locales/zh-CN/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md b/locales/zh-CN/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
index 401e08a9..5bff4ce0 100644
--- a/locales/zh-CN/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
+++ b/locales/zh-CN/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
@@ -1,7 +1,7 @@
 ---
 title: CRM
 slug: clients
-sidebar_position: 1
+sidebar_position: 0
 ---
 
 
diff --git a/locales/zh-CN/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md b/locales/zh-CN/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
index 5150cad1..1fe8ef3b 100644
--- a/locales/zh-CN/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
+++ b/locales/zh-CN/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
@@ -67,7 +67,7 @@ Whale 系统预设是线上发送结单
 
 ### 结单配置
 
-本作业用来配置管理：客户结单是否线下发送/是否接受邮件和 App 通知/未配置的按线下发送为否/提醒全部开启处理 等配置项
+本作业用来配置管理：客户结单是否线下发送/是否接受邮件和 APP 通知/未配置的按线下发送为否/提醒全部开启处理 等配置项
 
 <img src="/assets/UU0LbjWDKo9NYLx954Yckytnnpd.png" src-width="3336" src-height="1400" align="center"/>
 
diff --git a/locales/zh-CN/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md b/locales/zh-CN/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
index 028593fb..b4cb0024 100644
--- a/locales/zh-CN/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
+++ b/locales/zh-CN/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
@@ -7,9 +7,9 @@ sidebar_position: 0
 
 # 资产帐户
 
-# 资产定义
+## 资产定义
 
-## 资产介绍
+### 资产介绍
 
 资产帐户目前主要包含两大部分：**资产****帐****本**和**资产基础管理能力**。
 
@@ -19,7 +19,7 @@ sidebar_position: 0
 
 资产基础管理能力：资产还提供了调帐、资产冻结/解冻、业务码管理的基础能力，辅助更加便捷地管理资产。
 
-## 资产架构
+### 资产架构
 
 <img src="/assets/Fh2Qb48emomrhTxta4CctwCvnfc.png" src-width="2438" src-height="1422" align="center"/>
 
@@ -29,3 +29,58 @@ sidebar_position: 0
 
 便捷的资产处理功能：
 
+## 名词释义
+
+### 帐**户类别**
+
+<table header_column="1" header_row="1">
+<colgroup>
+<col width="124"/>
+<col width="116"/>
+<col width="485"/>
+</colgroup>
+<thead>
+<tr>
+<th><p>术语 / 中文</p></th><th><p>术语 / 英文</p></th><th><p>说明</p></th></tr>
+</thead>
+<tbody>
+<tr>
+<td><p>业务账户</p></td><td><p>BUSINESS</p></td><td><p><strong>可用不可提</strong><br/>一般的交易发生，都会先对业务账户做处理，业务账户的现金可用不可提</p></td></tr>
+<tr>
+<td><p>结算账户</p></td><td><p>SETTLEMENT</p></td><td><p><strong>可用可提</strong><br/>清结算交收后，会把业务账户的钱或券，交收（结转）到结算账户</p></td></tr>
+<tr>
+<td><p>外部过渡户</p></td><td><p>EXTERNAL</p></td><td><p><strong>不可用不可提</strong><br/>部分业务实际上游已扣款，但没有资产加进来，例如 IPO 先扣款，但没有持仓，业务上为了使得用户总资产不变，会把扣掉的钱额外加在外部过渡户上</p></td></tr>
+<tr>
+<td><p>内部过渡户</p></td><td><p>INTERNAL</p></td><td><p>暗盘买入时，先扣 INTERNAL 账户的钱，暗盘买入结转后，INTERNAL 账户的钱再加回来，再扣除 business 的钱</p></td></tr>
+<tr>
+<td><p>结算过渡户</p></td><td><p>SETTLEMENT_INTERNAL</p></td><td><p>中台的结算过渡户，出掉一笔钱后会影响可用，在部分业务影响需要只影响可提（换汇、余额通申购中间状态），会从结算过渡户扣钱</p></td></tr>
+<tr>
+<td><p>换汇过渡户</p></td><td><p>EXCHANGE</p></td><td><p>部分业务（换汇、余额通申购中间状态），从结算过渡户扣钱之后，需要在换汇过渡户加钱，加完之后用户总资产不变</p></td></tr>
+</tbody>
+</table>
+
+### **资产变更类型**
+
+<table header_column="1" header_row="1">
+<colgroup>
+<col width="124"/>
+<col width="601"/>
+</colgroup>
+<thead>
+<tr>
+<th><p><strong>术语 / 中文</strong></p></th><th><p><strong>说明</strong></p></th></tr>
+</thead>
+<tbody>
+<tr>
+<td><p>冻结</p></td><td><p>业务提交后，成功前，一般需要先冻结现金/证券，使得这部分资产不可被重复使用</p></td></tr>
+<tr>
+<td><p>解冻</p></td><td><p>业务结束后，会解冻</p></td></tr>
+<tr>
+<td><p>出帐</p></td><td><p>相当于对资产进行扣减</p></td></tr>
+<tr>
+<td><p>入帐</p></td><td><p>相当于资产进行增加</p></td></tr>
+<tr>
+<td><p>转帐</p></td><td><p>主子账户间资金/持仓调拨</p></td></tr>
+</tbody>
+</table>
+
diff --git a/locales/zh-CN/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md b/locales/zh-CN/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
index 9247eeee..0994ac9f 100644
--- a/locales/zh-CN/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
+++ b/locales/zh-CN/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
@@ -1,7 +1,7 @@
 ---
 title: 资产调拨
 slug: ZR8UwBCCgi1SjXk0yRec30eLn6c
-sidebar_position: 4
+sidebar_position: 3
 ---
 
 
diff --git a/locales/zh-HK/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md b/locales/zh-HK/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
index e2c1711b..3b5ac95d 100644
--- a/locales/zh-HK/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
+++ b/locales/zh-HK/docs/A8cIw3eYXiEGJJktP3PcvrU9nn0.md
@@ -1,11 +1,11 @@
 ---
-title: App 展示管理
+title: APP 展示管理
 slug: APPzhanshiguanli
 sidebar_position: 3
 ---
 
 
-# App 展示管理
+# APP 展示管理
 
 ### 適用場景
 
@@ -21,7 +21,7 @@ sidebar_position: 3
 
 執行菜單：基金管理&gt; APP 管理&gt;熱銷基金 Tab 頁籤
 
-本作業可以維護在 App 端熱銷基金主體的排序展示順序
+本作業可以維護在 APP 端熱銷基金主體的排序展示順序
 
 <img src="/assets/THeDb4yWToo2Wgxjyd0cPuZNn3d.png" src-width="3000" src-height="1150" align="center"/>
 
@@ -31,7 +31,7 @@ sidebar_position: 3
 
 熱銷基金模塊是基金後台可配的運營型基金展示功能，熱銷基金頁面進行配置後可以在 App 端展示，默認展示的收益週期是近 3 年收益率。
 
-**App 端 參考畫面**：
+**APP 端 參考畫面**：
 
 <img src="/assets/BMl0bK93ho5wyixzlYNctDrSnPg.png" src-width="958" src-height="1722"/>
 
@@ -47,7 +47,7 @@ sidebar_position: 3
 
 <img src="/assets/XALNbi787oro9hxxVjjcezYsnie.png" src-width="2988" src-height="1666" align="center"/>
 
-**App 端展示畫面如下：**
+**APP 端展示畫面如下：**
 
 <img src="/assets/St5QbZSn4oztjpxcIYRclRKendh.png" src-width="686" src-height="1482"/>
 
diff --git a/locales/zh-HK/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md b/locales/zh-HK/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
index af1bd0ab..d0c5f7e2 100644
--- a/locales/zh-HK/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
+++ b/locales/zh-HK/docs/AD3dwJzzTi4eDakMY7dcYTK1ngb.md
@@ -9,7 +9,7 @@ sidebar_position: 1
 
 ## 適用場景
 
-本作業是開戶資料的後台申請入口，同時也可以查到相關客戶的前端 App 開戶填寫資料與協助補錄資料
+本作業是開戶資料的後台申請入口，同時也可以查到相關客戶的前端 APP 開戶填寫資料與協助補錄資料
 
 適用於：
 
@@ -23,7 +23,9 @@ sidebar_position: 1
 
 ## 開戶資料
 
- 菜單入口：KYC &gt; 開戶資料 
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC &gt; 開戶資料 </p>
+</div>
 
 <img src="/assets/Hpc7bFKDQo5c7exksHFcWVjPnqI.png" src-width="3230" src-height="1570" align="center"/>
 
@@ -43,19 +45,186 @@ sidebar_position: 1
 
 以下列出開戶業務常見場景操作參考：
 
-### 場景：全新開戶資料錄入
+### 全新開戶資料錄入
 
-[全新開戶申請資料錄入](https://longbridge.feishu.cn/wiki/AQekwMXOKillURkFRyFc5byun8c?create_from=create_doc_to_wiki)
+#### 適用場景
 
-### 場景：多開通證劵帳戶申請
+本場景是全新錄入一筆客戶開戶資料（全新客戶使用）
 
-[多開證劵帳戶申請](./QZfIweqitiiPf8kQ6CTcDtqhn9G)
+#### 前置条件
 
-### 場景：多開通證劵子帳戶申請
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC &gt; 開戶資料 Tab &gt;  添加開戶申請 功能鍵</p>
+</div>
+
+<img src="/assets/IeEpb6uJeoZbdnxanPXcH7bVnWe.png" src-width="3798" src-height="812" align="center"/>
+
+本作業直接錄入客戶申請資料，點擊右上角【添加開戶申請】，直接進入開戶頁面如下圖：
+
+<img src="/assets/LLcKbqsmAowwCFxi21icZlGtnvb.png" src-width="3288" src-height="1298" align="center"/>
+
+##### 第一步：選擇開戶類型
+
+開戶類型分為 3 個步驟：選擇客戶/新建客戶、選擇客戶類型、選擇客戶國籍
+
+選擇客戶/新建客戶 
+
+選擇客戶類型，可選擇：個人客戶 /聯名客戶 /企業客戶
+
+選擇客戶國籍，系統支持 200 + 國籍
+
+##### **第二步**：上傳身份證件
+
+分為 3 種類型客戶：
+
+1. 國籍：中國大陸 
+    1. 中國大陸用戶，需上傳：中國大陸身份證 
+    2. 是否持有香港身份證件：默認選擇否；如用戶選擇是，需引導用戶補充填寫香港證件資料
+
+2. 國籍：中國香港 
+    1. 中國香港用戶，需上傳：中國香港身份證及填寫對應資訊
+
+3. 國籍：其他 
+    1. 其他國籍用戶，需上傳：身份證件 + 護照 
+    2. 是否持有香港身份證件：默認選擇否；如用戶選擇是，需引導用戶補充填寫香港證件資料；
+    3. 如用戶選擇否，需上傳其他身份證
+    <img src="/assets/DuxkbhxqIo4Q3gxpq8Pc3Xpgnkd.png" src-width="3252" src-height="1822" align="center"/>
+
+##### **第三步**：上傳地址證明
+
+分為 2 種類型客戶：
+
+1. 中國大陸國籍用戶
+    1. 可使用身份證作為居住地址證明；
+    2. 地址證明檔類型選擇：身份證，無需上傳居住地址證明；
+    3. 地址證明檔類型選擇：
+
+2. 其他
+    1. 需上傳居住地址證明
+    <img src="/assets/TIfwbMLJ3oPxdSx0mF4cvJmnnwg.png" src-width="3252" src-height="1604" align="center"/>
+
+##### **第四步**：填寫各類基礎信息
+
+主要是包含 職業資訊、納稅資訊、電子郵箱等信息。其中，
+
+納稅資訊，需填寫用戶納稅的國家/地區及納稅編號，最多支持填寫 10 個。包含以下字段：納稅國家/地區  與 納稅人編號
+
+電子郵箱：用戶用於接收結單、通知等通知。一個 App 的用戶郵箱唯一
+
+填寫聯繫手機號，多個客戶可使用相同的聯繫手機號
+
+##### **第五步**：填寫資產投資信息
+
+<img src="/assets/HYQCbwBLboYz4QxGimrcQGsUncc.png" src-width="3258" src-height="1804" align="center"/>
+
+##### **第六步**：合規資訊確認
+
+<img src="/assets/LXyBbKu4yoGCmbx8To0cBtG5nTe.png" src-width="3254" src-height="1806" align="center"/>
+
+##### **第七步**：確認資訊
+
+系統會按：身份證件/個人基礎信息/職業信息/資產投資信息/合規信息確認/關聯賬戶信息 等區塊排列，將客戶資料展示出來，方便按確認填寫訊息
+
+<img src="/assets/UFWobf5KroSnRjx63aVcrIIinjb.png" src-width="3250" src-height="1576" align="center"/>
+
+同時若有需要修正資料，可點擊區塊右上角的【編輯】,會跳轉該訊息面區域進行修改資料
+
+<img src="/assets/APOMb3EbzoqJYux67Lvcpqa2nYc.png" src-width="3162" src-height="1142" align="center"/>
+
+##### **第八步**：選擇帳戶類型、上傳開戶文件
+
+上傳開戶文件及自定義文件： 
+
+帳戶類型：可選擇開通融資帳戶、現金帳戶，系統支持同時多開帳戶
+
+其他配置資訊，包括：是否接收線下結單 /經紀人 /見證員工姓名 /牌照號碼 /證券號碼（可自定義輸入客戶帳號） /客戶聲明資訊確認
+
+### 多開通證劵帳戶申請
+
+#### 適用場景
+
+本場景是可以在已開戶的賬戶下，補充增開賬戶
+
+#### 前置条件
+
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC &gt; 開戶資料 Tab</p>
+</div>
+
+針對已經開通證券帳戶的客戶，可申請增開證券帳戶，在客戶詳情業進入後，在關連帳戶列表區域操作
+
+<img src="/assets/ZVhMbsawLoYwYRxHBpWcZaTOnqH.png" src-width="3222" src-height="1592" align="center"/>
+
+<img src="/assets/CL1SbuvARoSP6sxa54DcDJZKnyt.png" src-width="3236" src-height="1630" align="center"/>
+
+支持主帳帳戶開立，也支持特定帳戶標籤處理
+
+<div class="grid gap-3 grid-cols-2">
+<div>
+<img src="/assets/HJetbrVhcokrJwxvMB8cKF0vnjs.png" src-width="1022" src-height="584" align="center"/>
+</div>
+<div>
+<img src="/assets/IXURbo3fdoC4jcxWkcgcmI54nzh.png" src-width="1018" src-height="590" align="center"/>
+</div>
+</div>
+
+### 多開通證劵子帳戶申請
+
+#### 適用場景
+
+本場景是可以在已開戶的主帳戶下，補充增開子帳戶
+
+#### 前置条件
+
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC &gt; 開戶資料 Tab</p>
+</div>
+
+針對已經開通證券帳戶的客戶，可申請增開證券子帳戶（包含日內帳戶），在客戶詳情業進入後，在關連帳戶列表區域操作，新增一個子帳戶類型
+
+<img src="/assets/Q3aob6FZJoFDUGxpDivcX7VInOe.png" src-width="3226" src-height="1614" align="center"/>
+
+針對已經開通證券帳戶的客戶，可申請增開證券 ESOP 帳戶標籤，作爲 ESOP 帳戶使用
+
+<img src="/assets/UJwfbgzkTo7S6WxnX9lcLBglnLf.png" src-width="3236" src-height="1630" align="center"/>
+
+### 批量修改證劵帳戶
+
+#### 適用場景
+
+本場景是可以批量修改部分開戶相關的資料信息
+
+#### 前置条件
+
+無
+
+#### 操作說明
+
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC&gt;開戶資料&gt;批量修改 tab 頁籤 </p>
+</div>
+
+本作業功能提供批量修改功能，也包含新增 BCAN 申報資料的批量導入功能
+
+<img src="/assets/MLxibdXdioTnlMxzWmmcM8m6n8t.png" src-width="3256" src-height="1590" align="center"/>
+
+點選右上角【批量導入】，可以進行預設文檔格式來導入相關修改資料或 BCAN 資料，方便線下批次處理更新資料
 
-[多開證劵子帳戶申請](./XPZVwYzhoi19Mnk5dQ8cucQ5nIc)
+<img src="/assets/Xk30brEECovv87x67AacF5zsnXf.png" src-width="3256" src-height="1358" align="center"/>
 
-### 場景：批量修改證劵帳戶
+更新批次上傳後，將會進行批次審核動作
 
-[批量修改證劵帳戶](./Ofpowlv0xi5ecBk3s3cci46YnJb)
+<img src="/assets/St3fbNigYomgFMxgGtscAQiunnd.png" src-width="2402" src-height="1260" align="center"/>
 
diff --git a/locales/zh-HK/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md b/locales/zh-HK/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
index eb99917b..f8393b31 100644
--- a/locales/zh-HK/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
+++ b/locales/zh-HK/docs/AmT7wLDONiG6BMkaHaMchSa8nOg.md
@@ -9,11 +9,19 @@ sidebar_position: 1
 
 ## 適用場景
 
-介绍本文檔的應用場景，可以給哪類群體提供什麼操作，解決什麼訴求
+如何創建一個定時型 - 單次計劃？
+
+如何創建一個 定時型 - 重複 計劃？
+
+如何創建一個 獲取型-API 計劃？
+
+如何創建一個 觸發型 - 完成 A 計劃？
 
 ## 前置條件
 
-操作本文檔需要的前置條件，比如需要先去“xx 菜單添加企業”才可在當前菜單進行“xx 操作”。若無，則直接寫“無
+無
+
+## 操作说明
 
 每一個運營計畫都是依下列順序來操作：
 
@@ -27,21 +35,211 @@ sidebar_position: 1
 
 第五步：設置觸達目標
 
-## 操作说明
+以下分別 整理幾個常見運營計畫，逐步導引來建立計畫
+
+### 創建一個定時型 - 單次計劃？
+
+#### 適用場景
+
+場景描述**：**定向召回流失交易用戶
+
+目標受衆**：**假設帳戶資產＜200，歷史交易過 5 次以上的用戶
+
+運營策略：給目標受衆發放任務幣，配置專屬兌換活動，併發郵件通知
+
+效果評估：計劃上線後，追蹤目標受衆的 APP 啓動情況、兌換情況、入金交易情况
+
+#### 使用說明
 
-#### 管理運營計劃
+**第一步：选择創建計劃**
 
 菜單入口：投放系統&gt;運營計畫
 
-以下分別 整理幾個常見運營計畫，逐步導引來建立計畫
+點擊右上角‘創建計劃’，設置計劃名稱（例：12 月迴歸獎勵活動）
+
+<img src="/assets/GK36bGjWZobcWUxVEYmcJoHqnpd.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲定時型 - 單次，2022-12-29 的 14:00 觸發計劃，對受衆用戶進行觸達
+
+<img src="/assets/Rzmkbi4bmoLz3xxOcc4cBaAZnKf.png" src-width="2534" src-height="964" align="center"/>
+
+**第三步：选择受衆用戶**
+
+賬戶總資產小於 200 美金 且 累計交易次數大於 5 次
+
+<img src="/assets/QeQybYdZ6oHFnSxJPJqclVY3n9g.png" src-width="2830" src-height="1576" align="center"/>
+
+**第四步：配置觸達規則**
+
+以郵件的方式給用戶發送 APP 新版本升級介紹
+
+<img src="/assets/UsmAbfjiMojboZx7GOicz3R8nhg.png" src-width="2218" src-height="1220" align="center"/>
+
+**第五步：設置觸達目標**
+
+用戶收到郵件後，1 天內完成 APP 啓動
+
+<img src="/assets/DcJibW9LZod8nHxzr3fcnr0qneh.png" src-width="2158" src-height="1060" align="center"/>
+
+### 創建一個 定時型 - 重複 計劃？
+
+#### 適用場景
+
+場景描述：定期向開戶用戶推送邀請活動
+
+目標受衆：開戶且活躍用戶
+
+運營策略：通過邀請活動 offer 作爲利益點，加深開戶用戶邀請認知，邀請身邊朋友開戶即可領取活動獎勵
+
+效果評估：邀請活動 H5 的瀏覽量、目標受衆邀請開戶情況
+
+#### 使用說明
+
+**第一步：選擇創建計劃**
+
+菜單入口：投放系統&gt;運營計畫
+
+點擊右上角‘創建計劃’，設置計劃名稱（例：定期邀請開戶活動）
+
+<img src="/assets/Rf48bnGlloWiNFxb0cZc0jLunwc.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：設置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲定時型 - 重複，設置起止時間爲 2023-01-01 至 202-01-31，設置觸達時間爲每週一和每週五的 12:30，設置觸達次數限制爲同一個用戶 5 天內最多收到 1 次邀請活動
+
+<img src="/assets/Jhf7bI0AwoaHIrxWvo1cWSpcnbg.png" src-width="2638" src-height="1170" align="center"/>
+
+**第三步：選擇受衆用戶**
+
+配置條件如下：已開戶用戶 且 最近 APP 啓動時間在 2022-12-01 至 2023-01-31
+
+<img src="/assets/XFRHbJGVfonls6xU10HczNyenif.png" src-width="2836" src-height="1588" align="center"/>
+
+**第四步：配置觸達規則**
+
+以短信的方式給用戶發送邀請活動
+
+<img src="/assets/RaOEbYfaUo24qnx5nQTcgAfKnch.png" src-width="1814" src-height="1024" align="center"/>
+
+**第五步：設置觸達目標**
+
+用戶收到郵件後，4 小時內完成邀請活動頁面的瀏覽
+
+<img src="/assets/GLoBbkM1fo5sNkxYlsicHsqonEd.png" src-width="2546" src-height="1122" align="center"/>
+
+### 創建一個 獲取型-API 計劃？
+
+#### 適用場景
 
-[【場景】如何創建一個定時型 - 單次計劃？](./Gicdw3YEtiDhLYkyLC6cLx79njb) 
+場景描述：首發認購預熱
 
-[【場景】如何創建一個 定時型 - 重複 計劃？](./P0E9wXWm4iGRLEkDSX1chq9Jnuh) 
+目標受衆：全部用戶
 
-[【場景】如何創建一個 獲取型-API 計劃？](./EPH5wRfGhidNKDkJQi6cYwE3nvS) 
+運營策略：通過 APP 彈窗的強提醒方式，引導用戶參與認購
 
-[【場景】如何創建一個 觸發型 - 完成 A 計劃](./ZYDewLFtuidmgjkzwEBcJvcln5d) 
+效果評估：計劃上線後，追蹤目標受衆的 APP 彈窗打開率
+
+#### 使用說明
+
+**第一步：选择創建計劃**
+
+菜單入口：投放系統&gt;運營計畫
+
+點擊右上角‘創建計劃’，設置計劃名稱（例：越南概念 ETF 認購預熱）
+
+<img src="/assets/Jq2QbtyjOorbZixvAjtcXu4VnBf.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲獲取型-API
+
+<img src="/assets/Q37bbRY3woyXZYxNIWjctDqOnfe.png" src-width="2470" src-height="790" align="center"/>
+
+**第三步：选择受衆用戶**
+
+配置條件如下：全部用戶
+
+<img src="/assets/WfV5bkuirorNhCxmWmrcrBR8nFf.png" src-width="2824" src-height="1586" align="center"/>
+
+**第四步：配置觸達規則**
+
+通過彈窗觸達用戶
+
+<img src="/assets/QAh6bfUTQoqVrFxEqqXczgOynsY.png" src-width="1788" src-height="1022" align="center"/>
+
+彈窗示例：
+
+<img src="/assets/XZENbsXuDoY9DvxuTgQciFprnrb.jpeg" src-width="1080" src-height="2234"/>
+
+**第五步：設置觸達目標**
+
+用戶收到彈窗後，5 分鐘內，打開彈窗且彈窗名稱爲南方東英越南 30
+
+<img src="/assets/OwAVb3qz6o1Capx5kOTctzVgnBe.png" src-width="2208" src-height="1070" align="center"/>
+
+### 如何創建一個 觸發型 - 完成 A 計劃？
+
+#### 適用場景
+
+場景描述：新用戶註冊 12 天內，進行持續的內容觸達或引導
+
+目標受衆：新註冊用戶
+
+運營策略：通過多種觸達方式組合，在用戶註冊完成後的不同時間點，向用戶觸達不同類型的內容
+
+效果評估：追蹤目標受衆的轉化情況、留存情況
+
+#### 使用說明
+
+從新用戶註冊 1 小時到 12 天，配置多個觸發型計劃，對用戶進行內容投放
+
+<img src="/assets/K8rrbtZUXoA9vBxJtk6cp5p8nVe.png" src-width="3454" src-height="1574" align="center"/>
+
+以註冊 4 天關注股票引導爲例進行說明
+
+**第一步：选择創建計劃**
+
+菜單入口：投放系統&gt;運營計畫
+
+點擊右上角‘創建計劃’，設置計劃名稱（例：註冊 4 天關注股票引導）
+
+<img src="/assets/RTb7bTPW6oLcHzx9b9ucuKuPn0b.png" src-width="3174" src-height="1576" align="center"/>
+
+**第二步：设置觸發條件**
+
+配置條件參考如下：選擇計劃類型爲 觸發型 - 完成 A，設置觸發事件爲註冊成功，設置延遲 4 天后對用戶觸達，設置起止時間爲 2023-01-01 至 2023-06-30，設置參與次數爲 1 次
+
+<img src="/assets/EOukbaFb8okdptx5sj0cMCrcnke.png" src-width="2854" src-height="1478" align="center"/>
+
+**第三步：选择受衆用戶**
+
+2023-01-01 至 2023-06-30 期間新註冊的用戶
+
+<img src="/assets/JFvtbsPMXoJ5b8xguwPcvb0NnBe.png" src-width="2858" src-height="1582" align="center"/>
+
+**第四步：配置觸達規則**
+
+通過 Push 觸達用戶
+
+<img src="/assets/T42mbH9DyodaAHxYH9QcsM54n0b.png" src-width="2206" src-height="1178" align="center"/>
+
+Push 內容示例：
+
+<img src="/assets/AHYwbb1t4oMqhYxd0EacbOrRnrg.png" src-width="1284" src-height="771"/>
+
+**第五步：設置觸達目標**
+
+用戶收到 Push 後，5 分鐘內，完成 Push 點擊，點擊 push 的標題爲：順藤摸瓜，選到更多好股票
+
+<img src="/assets/HCH0bmL8SoswTVxLacIclHzknbd.png" src-width="2200" src-height="1188" align="center"/>
+
+[【場景】如何創建一個 觸發型 - 完成 A 計劃](ZYDewLFtuidmgjkzwEBcJvcln5d) 
+
+### 管理運營計劃
+
+菜單入口：投放系統&gt;運營計畫
 
 當完成運營計畫後，就可以管理運營計畫
 
diff --git a/locales/zh-HK/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md b/locales/zh-HK/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
index 6d1e9d23..cda1f91e 100644
--- a/locales/zh-HK/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
+++ b/locales/zh-HK/docs/ApzpwrzLpi6iNdkXoO7c5ZtUnjf.md
@@ -7,7 +7,7 @@ sidebar_position: 12
 
 # 公告管理
 
-公告管理主要方便劵商運營人員對 App 等交易終端，發出劵商面向客戶的系統相關公告、其中公告可能是下列範圍：
+公告管理主要方便劵商運營人員對 APP 等交易終端，發出劵商面向客戶的系統相關公告、其中公告可能是下列範圍：
 
 - 經紀業務說明
 - 系統服務變更說明
diff --git a/locales/zh-HK/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md b/locales/zh-HK/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
index cf2ba522..1eda65ae 100644
--- a/locales/zh-HK/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
+++ b/locales/zh-HK/docs/BAsywiC8mi8SFJkUf2Wc3rc8nOg.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：帳戶&gt;凍結解凍&gt; 資產解凍
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶&gt;凍結解凍&gt; 資產解凍</p>
+</div>
 
 若資產凍結時，支持設定到期時間，則系統會在到期時，會自動解凍該資產紀錄；在到期日之前，可以在頁面人工進行解凍
 
diff --git a/locales/zh-HK/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md b/locales/zh-HK/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
index 2d4eb4cc..3ecd0654 100644
--- a/locales/zh-HK/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
+++ b/locales/zh-HK/docs/BDNYwtCvKiPkZAkyckhcd4r0nod.md
@@ -1,7 +1,7 @@
 ---
 title: 賬戶
 slug: wbo-account-account
-sidebar_position: 1
+sidebar_position: 0
 ---
 
 
diff --git a/locales/zh-HK/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md b/locales/zh-HK/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
index 90b719db..ab637846 100644
--- a/locales/zh-HK/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
+++ b/locales/zh-HK/docs/BeaQwFXULiLLcNkayLicZPT0nsh.md
@@ -21,7 +21,7 @@ sidebar_position: 0
 
 執行菜單：基金管理&gt; 公募基金&gt;客戶訂單 Tab 頁籤
 
-在本作業可以查詢到前台 App 端的公募基金訂單紀錄，  可以看到基金訂單的申購/贖的狀態
+在本作業可以查詢到前台 APP 端的公募基金訂單紀錄，  可以看到基金訂單的申購/贖的狀態
 
 <img src="/assets/MMrpbLsIboM1w8x9UovclZIUnje.png" src-width="2986" src-height="1742" align="center"/>
 
diff --git a/locales/zh-HK/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md b/locales/zh-HK/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
index 870badfe..5cf6538b 100644
--- a/locales/zh-HK/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
+++ b/locales/zh-HK/docs/C1dxw4hQTi4auakiZJZcQ8TRn1Z.md
@@ -1,7 +1,7 @@
 ---
 title: 凍結/解凍
 slug: xxxxxx
-sidebar_position: 2
+sidebar_position: 1
 ---
 
 
diff --git a/locales/zh-HK/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md b/locales/zh-HK/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
index d631a646..a8daded6 100644
--- a/locales/zh-HK/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
+++ b/locales/zh-HK/docs/C7wvwc1tBiN0PdkTCYScD7mEnue.md
@@ -95,7 +95,7 @@ sidebar_position: 2
 
 <img src="/assets/CIBkbEqeaoE3oXxKHyqc9MSUn48.png" src-width="3584" src-height="1738" align="center"/>
 
-查詢經紀人名下客戶的分佣套餐佣金，是以帳務日期與交易幣種作查詢條件，支持日/月/年的週期報表查詢（报表管理 - 佣金报表），點擊【導出】可將查詢的資料導出
+查詢經紀人名下客戶的分佣套餐佣金，是以帳務日期與交易幣種作查詢條件，支持日/月/年的週期報表查詢（报表管理-佣金报表），點擊【導出】可將查詢的資料導出
 
 <img src="/assets/SP4wbVY3goIBigxhOQ4crKiynGc.png" src-width="3584" src-height="1738" align="center"/>
 
diff --git a/locales/zh-HK/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md b/locales/zh-HK/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
index c8df5093..56258764 100644
--- a/locales/zh-HK/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
+++ b/locales/zh-HK/docs/DDerwSiFZiTCwqkyUtGc2v9hnrg.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作說明
 
- 菜單入口：KYC&gt;開戶列表 
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓  菜單入口：KYC&gt;開戶列表 </p>
+</div>
 
  以完整的 Dash-Board 方式來整理 KYC 狀態紀錄展示，方便開戶人員能快速定位到各種狀態，方便後續操作處理
 
@@ -51,7 +53,7 @@ TESS 服務展示：
 
 <img src="/assets/KkKObl0mHoOfcaxReKecCXrbnif.png" src-width="3244" src-height="1600" align="center"/>
 
-- 搜索客戶組件，增加展示聯繫手機號、聯繫郵箱、App 帳號（用於用戶登錄 APP）
+- 搜索客戶組件，增加展示聯繫手機號、聯繫郵箱、APP 帳號（用於用戶登錄 APP）
 
 <img src="/assets/NgetbsaQQoQDgbxzgFfcsAf1nlc.png" src-width="1112" src-height="802"/>
 
diff --git a/locales/zh-HK/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md b/locales/zh-HK/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
index 569e0655..e5371976 100644
--- a/locales/zh-HK/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
+++ b/locales/zh-HK/docs/DHsQwOOK1iR6eekSselc13ZUnVc.md
@@ -19,7 +19,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;業務碼&gt;業務管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;業務碼&gt;業務管理</p>
+</div>
 
 進入菜單，查看所有業務碼分組
 
diff --git a/locales/zh-HK/docs/DUjAw62kGicB7jken4CcBaYpnCd.md b/locales/zh-HK/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
index f2c8c153..c22da500 100644
--- a/locales/zh-HK/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
+++ b/locales/zh-HK/docs/DUjAw62kGicB7jken4CcBaYpnCd.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### 參與者管理
 
diff --git a/locales/zh-HK/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md b/locales/zh-HK/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
index 758591eb..ad64966a 100644
--- a/locales/zh-HK/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
+++ b/locales/zh-HK/docs/ECQ2wP4m5iHRpUka2Y1cRBrCnNc.md
@@ -20,7 +20,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;調帳&gt; 臨時調帳
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;調帳&gt; 臨時調帳</p>
+</div>
 
 <div class="callout callout-bg-2 callout-border-2">
 <p>📌 1204 版本交互设计优化，发布后补充</p>
diff --git a/locales/zh-HK/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md b/locales/zh-HK/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
index a3b7e9f8..d1698eee 100644
--- a/locales/zh-HK/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
+++ b/locales/zh-HK/docs/EDUKwFCOtihmzakVPqVcGJvunVe.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;客戶池
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;客戶池</p>
+</div>
 
 本作業支持針對不同的用戶（客戶），進行【分配客經】與【批量備註】與【導出】的操作
 
diff --git a/locales/zh-HK/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md b/locales/zh-HK/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
index ea5d2b93..8da7dd36 100644
--- a/locales/zh-HK/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
+++ b/locales/zh-HK/docs/EbeXwOZTWipDd7kbkVgcL7hynlv.md
@@ -17,7 +17,7 @@ sidebar_position: 0
 
 ## 操作说明
 
-<div class="callout callout-bg-2 callout-border-2">
+<div class="callout callout-bg-3 callout-border-3">
 <p>📌 1204 版本交互设计优化，发布后补充</p>
 </div>
 
diff --git a/locales/zh-HK/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md b/locales/zh-HK/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
index 6b41c55b..7cccba7e 100644
--- a/locales/zh-HK/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
+++ b/locales/zh-HK/docs/EwYBwfhkJiOBI1k56ylcD2DanqB.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;今日完成
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;今日完成</p>
+</div>
 
 主要展示客戶進展、每日跟進、我的日報三個維度的信息。
 
diff --git a/locales/zh-HK/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md b/locales/zh-HK/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
index 0f60d6b1..a224418c 100644
--- a/locales/zh-HK/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
+++ b/locales/zh-HK/docs/FYOjwZT8ui9O4AkoWn6cv0T2n2e.md
@@ -31,9 +31,9 @@ sidebar_position: 2
 
 【下架】：是指將基金 將無法在系統交易
 
-【顯示】：是指基金可在 App 端展示、搜索和交易 
+【顯示】：是指基金可在 APP 端展示、搜索和交易 
 
-【隱藏】：是指基金在 App 端不展示、不可搜索
+【隱藏】：是指基金在 APP 端不展示、不可搜索
 
 <img src="/assets/OqF3bSz5Woi62vxzZr1c86ainMr.png" src-width="2978" src-height="1644" align="center"/>
 
@@ -69,7 +69,7 @@ sidebar_position: 2
 
 注意：
 
-1. 若後台下單後，在基金委托列表可以查詢對應交易訂單資訊，訂單資訊也會同步到 App 客戶端展示，在未進行日切之前可以進行撤單。
+1. 若後台下單後，在基金委托列表可以查詢對應交易訂單資訊，訂單資訊也會同步到 APP 客戶端展示，在未進行日切之前可以進行撤單。
 2. 已日切的訂單不可重復獲取，但日切之前可以多次前台拉取訂單。
 
 #### 基金清算
@@ -96,11 +96,11 @@ sidebar_position: 2
 
 <img src="/assets/OSEwbwYpOokhj1xwZ85cJ2gpnwf.png" src-width="2990" src-height="1060" align="center"/>
 
-#### App 端列表 
+#### APP 端列表 
 
 執行菜單：基金管理&gt; 私募基金&gt;APP 端列表 Tab 頁籤 
 
-本作業可以維護在 App 端有關於私募基金主體的排序展示順序
+本作業可以維護在 APP 端有關於私募基金主體的排序展示順序
 
 <img src="/assets/OF43b4eI7oOCz4x7pImcvJJhnbc.png" src-width="2990" src-height="914" align="center"/>
 
@@ -110,7 +110,7 @@ sidebar_position: 2
 
 設置後，就會影響私募基金在手機端展示排序效果
 
-**App 端展示畫面如下：**
+**APP 端展示畫面如下：**
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/locales/zh-HK/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md b/locales/zh-HK/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
index a917dbe1..05e9e259 100644
--- a/locales/zh-HK/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
+++ b/locales/zh-HK/docs/FhuGw7gL7iINIBk2shrcITKfnTW.md
@@ -7,6 +7,8 @@ sidebar_position: 0
 
 # 客户管理系统（CRM)
 
+## 系統設計
+
 Whale CRM 客戶管理系統是以全新整合角度，方便劵商客務團隊來管理服務劵商客戶，包括：
 
 **客戶生命週期管理**、**客戶 ****KYC**** 資料審核**及**帳戶風險管理**** **等。
@@ -28,3 +30,21 @@ Whale CRM 的整体業務流如下图所示：
 
 <img src="/assets/AmXab5vHuo57Stx4eY5c28BYnh3.jpeg" src-width="1819" src-height="965" align="center"/>
 
+## 首頁 Dashboard
+
+在 CRM 首頁上，增加工作流節點數量統計與提供摘要性的 Dashboard，可以點選進入該作業區，方便快速操作
+
+<img src="/assets/IrWGb3mGuoHpdmxINWmcQnuxnyg.png" src-width="2494" src-height="1508" align="center"/>
+
+系統提供 一段區間的 開戶平均耗時與近期開戶成功統計率作為參考（系統會自動計算）
+
+<img src="/assets/Hcutbz674o6HAmxnRYCcgoQ3nGc.png" src-width="1660" src-height="400" align="center"/>
+
+同時在首頁中右區域提供 CRM 相關常見操作頻率較高的作業快捷入口，方便點選操作
+
+<img src="/assets/ZCe1biDyYoPUIbxlH6PcEAtznRe.png" src-width="2462" src-height="394" align="center"/>
+
+在系統首頁的右下區域也提供更新日誌，可以點選查閱系統更新功能說明
+
+<img src="/assets/ZtLKbeXszoXYR1xDJZCcFr6VnKf.png" src-width="2492" src-height="716" align="center"/>
+
diff --git a/locales/zh-HK/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md b/locales/zh-HK/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
index 1f0618bd..a3d01ff6 100644
--- a/locales/zh-HK/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
+++ b/locales/zh-HK/docs/H612wlpsSi3zsqkWAgXcHAVYnIg.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜單入口：賬戶&gt;凍結解凍&gt; 資產凍結
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：賬戶&gt;凍結解凍&gt; 資產凍結</p>
+</div>
 
 可以選擇不同的資產類型進入資產凍結操作，目前支持現金、股票和基金。
 
diff --git a/locales/zh-HK/docs/Heqjw9lwgi8ATikba54cEe5Enee.md b/locales/zh-HK/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
index 2969e98c..4b922b27 100644
--- a/locales/zh-HK/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
+++ b/locales/zh-HK/docs/Heqjw9lwgi8ATikba54cEe5Enee.md
@@ -17,7 +17,9 @@ sidebar_position: 4
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;客戶經理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;客戶經理</p>
+</div>
 
 本作業可以維護管理 CRM 相關客務團隊職務人員，包括客戶經理的增刪改查、二維碼、離職等信息
 
diff --git a/locales/zh-HK/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md b/locales/zh-HK/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
index 1b94f13a..44bf3d3c 100644
--- a/locales/zh-HK/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
+++ b/locales/zh-HK/docs/Intlw1TqbijZw2kFGqXcx2ZrnPg.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### BCAN 區間
 
diff --git a/locales/zh-HK/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md b/locales/zh-HK/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
index a0286ece..c1a9e1bc 100644
--- a/locales/zh-HK/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
+++ b/locales/zh-HK/docs/IqGFwbDgIihU8VkIXMfcveK8nRg.md
@@ -44,7 +44,7 @@ sidebar_position: 8
 
 ### **客戶選擇** 
 
-過戶完成後，點擊【指令收集】。操作後，系統會發送消息通知（APP+客戶端）客戶。在選擇開始日期後到內部選擇結束日期之間，客戶可以在 App 上進行選股選息
+過戶完成後，點擊【指令收集】。操作後，系統會發送消息通知（APP+客戶端）客戶。在選擇開始日期後到內部選擇結束日期之間，客戶可以在 APP 上進行選股選息
 
 <img src="/assets/NqwobZYwso02hsxrUlpcA3hentd.png" src-width="2902" src-height="1552" align="center"/>
 
diff --git a/locales/zh-HK/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md b/locales/zh-HK/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
index 6e0a2ada..d1b1ad9e 100644
--- a/locales/zh-HK/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
+++ b/locales/zh-HK/docs/J1TqwOmxoi0jUvkDzMacB5kWn8b.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;紀錄查詢
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;紀錄查詢</p>
+</div>
 
 本作業可以查詢管理帳戶的操作記錄與登錄設備紀錄
 
diff --git a/locales/zh-HK/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md b/locales/zh-HK/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
index a0db6879..a0547438 100644
--- a/locales/zh-HK/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
+++ b/locales/zh-HK/docs/JfDKw9M4XiUq0skjdYScTfVdnyb.md
@@ -18,7 +18,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;資產調撥&gt; 帳戶間轉倉
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;資產調撥&gt; 帳戶間轉倉</p>
+</div>
 
 列表頁記錄包含後台操作流水和客戶 App 上自主操作的轉倉流水
 
diff --git a/locales/zh-HK/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md b/locales/zh-HK/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
index ce092403..b212b9f3 100644
--- a/locales/zh-HK/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
+++ b/locales/zh-HK/docs/JtPWwBed0i8H6ukpRIVcXLkJnvb.md
@@ -16,15 +16,15 @@ sidebar_position: 0
 <tr>
 <td><p><strong>名詞</strong></p></td><td><p><strong>解釋</strong></p></td></tr>
 <tr>
-<td><p><strong>運營計劃</strong></p></td><td><p>運營計劃是投放系統的基礎模塊，幫助運營人員快速創建計劃，以某種觸達方式（短信、郵件、App Banner、App 推送、App 彈窗等）對滿足一定條件的目標受衆進行觸達。如，新用戶的任務觸達、開戶未入金用戶的專題活動觸達等。</p></td></tr>
+<td><p><strong>運營計劃</strong></p></td><td><p>運營計劃是投放系統的基礎模塊，幫助運營人員快速創建計劃，以某種觸達方式（短信、郵件、APP Banner、App 推送、APP 彈窗等）對滿足一定條件的目標受衆進行觸達。如，新用戶的任務觸達、開戶未入金用戶的專題活動觸達等。</p></td></tr>
 <tr>
 <td><p><strong>定時型 - 單次</strong></p></td><td><p>運營計劃的一種，主要用於創建單次執行的計劃，固定時間發送。如，活動預熱的推送提醒。</p></td></tr>
 <tr>
 <td><p><strong>定時型 - 重複</strong></p></td><td><p>運營計劃的一種，主要用於創建重複執行的計劃，每個週期固定的一個或多個時間發送。如，新用戶首個週期內的新人任務禮包領取提醒。</p></td></tr>
 <tr>
-<td><p><strong>獲取型-API</strong></p></td><td><p>運營計劃的一種，主要用於創建被動請求型計劃，當用戶啓動 App 後進行觸達，包含 App Banner 和 App 彈窗。如，新股認購的彈窗和 Banner 提醒。</p></td></tr>
+<td><p><strong>獲取型-API</strong></p></td><td><p>運營計劃的一種，主要用於創建被動請求型計劃，當用戶啓動 APP 後進行觸達，包含 APP Banner 和 APP 彈窗。如，新股認購的彈窗和 Banner 提醒。</p></td></tr>
 <tr>
-<td><p><strong>觸發型 - 完成 A</strong></p></td><td><p>運營計劃的一種，主要用於創建觸發型計劃，當用戶完成某個行爲後發送。如用戶啓動 App 後開戶活動提醒。</p></td></tr>
+<td><p><strong>觸發型 - 完成 A</strong></p></td><td><p>運營計劃的一種，主要用於創建觸發型計劃，當用戶完成某個行爲後發送。如用戶啓動 APP 後開戶活動提醒。</p></td></tr>
 <tr>
 <td><p><strong>觸發條件</strong></p></td><td><p>運營計劃的觸發時機，運營人員通過選擇不同的計劃類型，設置不同的觸發時間點或觸發時機，從而決定該投放計劃在什麼條件下被執行。</p></td></tr>
 <tr>
@@ -34,7 +34,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>參與限制</strong></p></td><td><p>對於定時型－重複計劃、觸發型－完成 A 這 2 種多次觸發的計劃，可以允許用戶在一定時間段內多次參與當前計劃，且可以限制次數，該限制僅對當前計劃生效。默認是不允許用戶在活動期間內多次參與的。</p></td></tr>
 <tr>
-<td><p><strong>觸達通道</strong></p></td><td><p>投放系統提供了 5 種觸達用戶的通道，在 App 上觸達：彈窗、推送、Banner，在 App 外觸達：短信、郵件。</p></td></tr>
+<td><p><strong>觸達通道</strong></p></td><td><p>投放系統提供了 5 種觸達用戶的通道，在 APP 上觸達：彈窗、推送、Banner，在 APP 外觸達：短信、郵件。</p></td></tr>
 <tr>
 <td><p><strong>勿擾模式</strong></p></td><td><p>設置用戶勿擾時段以及勿擾時段內的推送策略，該設置僅對當前計劃生效，僅對郵件，短信，Push 通道生效。</p></td></tr>
 <tr>
@@ -50,7 +50,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>用戶屬性</strong></p></td><td><p>用戶屬性是用戶分羣規則創建的核心數據來源，本質是用戶標籤的列表，支持不同用戶標籤通過且或關係的雙層組合篩選目標受衆。用戶屬性的數據來源是用戶標籤，需要根據不同業務場景的需求進行定義，數據聚合加工後支持。系統默認提供了 8 個預置用戶標籤。</p></td></tr>
 <tr>
-<td><p><strong>用戶行爲</strong></p></td><td><p>用戶行爲是用戶分羣規則創建的輔助數據來源，本質是用戶行爲事件的列表，支持通過且或關係的雙層組合，限定事件的屬性來篩選目標受衆。用戶行爲的數據來源是數據採集，需要根據不同場景的需求進行採集加工後支持。系統默認提供了 App 啓動的行爲事件。</p></td></tr>
+<td><p><strong>用戶行爲</strong></p></td><td><p>用戶行爲是用戶分羣規則創建的輔助數據來源，本質是用戶行爲事件的列表，支持通過且或關係的雙層組合，限定事件的屬性來篩選目標受衆。用戶行爲的數據來源是數據採集，需要根據不同場景的需求進行採集加工後支持。系統默認提供了 APP 啓動的行爲事件。</p></td></tr>
 <tr>
 <td><p><strong>用戶標籤</strong></p></td><td><p>是通過對用戶屬性信息、行爲信息、業務信息進行加工後所產生的特徵標記，它的值具有高度概括、相互獨立及可枚舉窮盡的特點。標籤在數據結構中包含：標籤名稱及其值。</p></td></tr>
 <tr>
@@ -58,7 +58,7 @@ sidebar_position: 0
 <tr>
 <td><p><strong>目標完成率</strong></p></td><td><p>目標完成率=目標完成人數/計劃觸達人數*100%</p></td></tr>
 <tr>
-<td><p><strong>目標完成</strong></p></td><td><p>表示目標完成人數，如：一個計劃的首要目標爲觸達後 2 小時內完成 App 啓動，則目標完成人數爲（計劃觸達時間起的 2 小時內，有發生 App 啓動行爲的去重用戶 member_id 數量）</p></td></tr>
+<td><p><strong>目標完成</strong></p></td><td><p>表示目標完成人數，如：一個計劃的首要目標爲觸達後 2 小時內完成 APP 啓動，則目標完成人數爲（計劃觸達時間起的 2 小時內，有發生 APP 啓動行爲的去重用戶 member_id 數量）</p></td></tr>
 <tr>
 <td><p><strong>計劃觸達</strong></p></td><td><p>表示計劃觸達人數，如：一個計劃的目標受衆用戶爲 10000，實際計劃執行成功後觸達的用戶爲 9999，則計劃觸達人數爲 9999</p></td></tr>
 </tbody>
diff --git a/locales/zh-HK/docs/KayawFlkwim5vWkrePgcs7n4n6b.md b/locales/zh-HK/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
index c3ccde42..c0bb145d 100644
--- a/locales/zh-HK/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
+++ b/locales/zh-HK/docs/KayawFlkwim5vWkrePgcs7n4n6b.md
@@ -121,7 +121,7 @@ sidebar_position: 3
 
 <img src="/assets/EUKeb9UQ9oYEtaxkgPJcDyvpnxc.png" src-width="3410" src-height="1472" align="center"/>
 
-此時可以操作‘指令收集'。在選擇開始時間 到結算時間，對相關客戶發送選擇通知（透過 App 或 mail  訊息）
+此時可以操作‘指令收集'。在選擇開始時間 到結算時間，對相關客戶發送選擇通知（透過 APP 或 mail  訊息）
 
 參考通知範例：
 
diff --git a/locales/zh-HK/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md b/locales/zh-HK/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
index 881d65a6..306b9e78 100644
--- a/locales/zh-HK/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
+++ b/locales/zh-HK/docs/KxTvwTFPnitoYbkECcMcvfobnGb.md
@@ -19,7 +19,9 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：資產賬戶&gt;業務碼&gt;業務碼查詢
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產賬戶&gt;業務碼&gt;業務碼查詢</p>
+</div>
 
 進入菜單頁，可以在列表查詢所有業務碼，支持通過編碼和名稱搜索
 
diff --git a/locales/zh-HK/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md b/locales/zh-HK/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
index 17c2a28f..e1b1669e 100644
--- a/locales/zh-HK/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
+++ b/locales/zh-HK/docs/LPlrwK0Y3iubWMkR9btcUInwn7Z.md
@@ -51,11 +51,11 @@ sidebar_position: 1
 
 【下架】：是指將基金 將無法在系統交易
 
-【顯示】：是指基金可在 App 端展示、搜索和交易 
+【顯示】：是指基金可在 APP 端展示、搜索和交易 
 
-【隱藏】：是指基金在 App 端不展示、不可搜索
+【隱藏】：是指基金在 APP 端不展示、不可搜索
 
-**App 端展示效果**：  （如果一個 公募基金是 '上架' 且 '顯示' 的 狀況下）
+**APP 端展示效果**：  （如果一個 公募基金是 '上架' 且 '顯示' 的 狀況下）
 
 <img src="/assets/JB59bGPbCoOxlbxSsDHcSatZnNd.png" src-width="696" src-height="1206" align="center"/>
 
@@ -85,7 +85,7 @@ sidebar_position: 1
 
 <img src="/assets/HflIbP5n1oc1B9xpxDocUwBRnkU.png" src-width="2990" src-height="1776" align="center"/>
 
-**App 端展示效果**： （當新建基金公司後）
+**APP 端展示效果**： （當新建基金公司後）
 
 <div class="grid gap-3 grid-cols-2">
 <div>
diff --git a/locales/zh-HK/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md b/locales/zh-HK/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
index 4bbc44b7..5cd5ecaa 100644
--- a/locales/zh-HK/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
+++ b/locales/zh-HK/docs/LbYZwsV2kiCtKykYE3Zc405lnC4.md
@@ -17,7 +17,9 @@ sidebar_position: 4
 
 ## 操作說明
 
-菜單入口：KYC&gt;第三方驗證
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC&gt;第三方驗證</p>
+</div>
 
 在客戶身份認證的環節上，可以手動上傳第三方驗證文件，也可以點選【手動驗證】點閱已提交的驗證文件內容
 
diff --git a/locales/zh-HK/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md b/locales/zh-HK/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
index 114ad61b..912039e5 100644
--- a/locales/zh-HK/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
+++ b/locales/zh-HK/docs/LjCTwMSsUiaBTGkVfAicQlzenYe.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：資產賬戶&gt;帳戶&gt; 帳戶明細
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產賬戶 &gt; 帳戶 &gt; 帳戶明細</p>
+</div>
 
 選擇需要查詢的資產類型，分現金、股票、基金、期權、債券、OTC 其他、虛擬資產
 
diff --git a/locales/zh-HK/docs/MrZhwF5qbiou8akMvNect8bSn6f.md b/locales/zh-HK/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
index fa820670..243e5867 100644
--- a/locales/zh-HK/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
+++ b/locales/zh-HK/docs/MrZhwF5qbiou8akMvNect8bSn6f.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### BCAN 列表
 
diff --git a/locales/zh-HK/docs/MsrcwasClizlyKk5xnQc2v04ntc.md b/locales/zh-HK/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
index 7fbb840c..ee05365a 100644
--- a/locales/zh-HK/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
+++ b/locales/zh-HK/docs/MsrcwasClizlyKk5xnQc2v04ntc.md
@@ -15,7 +15,7 @@ sidebar_position: 4
 
 申購流程：
 
-1. 客戶透過交易終端 App 等提交申購申請處於認申期的基金產品。系統將會計算自動先行凍結客戶用於申購之基金產品所需資金。
+1. 客戶透過交易終端 APP 等提交申購申請處於認申期的基金產品。系統將會計算自動先行凍結客戶用於申購之基金產品所需資金。
 2. 操作人員傳真基金申購匯總表格至相應的基金託管人並寄送正本。基金託管人認收之後，後台人員成結單併發送至客戶。
 3. 於交收日，操作人員根據基金託管人計算之淨值及申購份額，於系統中維護基金淨值，並確認於交易日受理的基金申購委託。系統將會扣取客戶資金，並增加客戶基金份額持倉。
 4. 後台人員將通過銀行與基金託管人交收資金，並生成基金交易結單發送至客戶。
diff --git a/locales/zh-HK/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md b/locales/zh-HK/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
index 0c8facc8..02cc8493 100644
--- a/locales/zh-HK/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
+++ b/locales/zh-HK/docs/NMzAwdW4NiWAghkYkGEcEFbUnsh.md
@@ -19,7 +19,7 @@ sidebar_position: 2
 
 菜單入口：運營系統&gt;權益系統&gt;權益中心
 
-主要用於運營可查看、導出當前 App 內權益商店成交的訂單情況
+主要用於運營可查看、導出當前 APP 內權益商店成交的訂單情況
 
 <img src="/assets/I3wFb3FRBoLHQXxS9qJcGdH5nrg.png" src-width="2340" src-height="1358" align="center"/>
 
diff --git a/locales/zh-HK/docs/O3GewB9rnirlDkklQMVcbokAnrd.md b/locales/zh-HK/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
index c08198bd..9c63e083 100644
--- a/locales/zh-HK/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
+++ b/locales/zh-HK/docs/O3GewB9rnirlDkklQMVcbokAnrd.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;看板
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;看板</p>
+</div>
 
 以 Dash-board 的方式展現成為有效客戶前的幾個重要節點匯總數據，如注冊、待開戶、待入金、已入金
 
diff --git a/locales/zh-HK/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md b/locales/zh-HK/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
index 6099de47..c1027986 100644
--- a/locales/zh-HK/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
+++ b/locales/zh-HK/docs/OtSqwsks9iRZbjkQFsPcdRBGnkf.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜單入口：客戶管理系統&gt;CRM&gt;任務
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：客戶管理系統&gt;CRM&gt;任務</p>
+</div>
 
 每個不同的互動進程的信息展示。例如，入金/出金/注冊等。
 
diff --git a/locales/zh-HK/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md b/locales/zh-HK/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
index 747c8cb8..471dc61f 100644
--- a/locales/zh-HK/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
+++ b/locales/zh-HK/docs/PHUbw6pu3i4vbOkHeLVcpnlTn6f.md
@@ -1,7 +1,7 @@
 ---
 title: 業務碼
 slug: PHUbw6pu3i4vbOkHeLVcpnlTn6f
-sidebar_position: 5
+sidebar_position: 4
 ---
 
 
diff --git a/locales/zh-HK/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md b/locales/zh-HK/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
index b1995271..2f7ef3db 100644
--- a/locales/zh-HK/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
+++ b/locales/zh-HK/docs/RfWUwBqNjiuGfZkNtxocUIUensf.md
@@ -17,7 +17,9 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：KYC&gt;開戶審核記錄
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC&gt;開戶審核記錄</p>
+</div>
 
 可查詢客戶開戶審核記錄，點選【詳情】可以查詢開戶 KYC 流程審核節點（合規/RO/VC）的審核記錄與細部資料
 
diff --git a/locales/zh-HK/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md b/locales/zh-HK/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
index dccf6a74..61425784 100644
--- a/locales/zh-HK/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
+++ b/locales/zh-HK/docs/RjF9wIpBFigYdikaQ6wc2JzOncc.md
@@ -17,7 +17,9 @@ sidebar_position: 3
 
 ## 操作說明
 
-菜單入口：KYC&gt; AML 監查後台（TESS）
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：KYC&gt; AML 監查後台（TESS）</p>
+</div>
 
 本作業可以查看全部有 TESS 調用記錄的客戶的監控狀態和待處理警報
 
diff --git a/locales/zh-HK/docs/S2low898GirK4jk39wacQ2p0nNg.md b/locales/zh-HK/docs/S2low898GirK4jk39wacQ2p0nNg.md
index 2d2fd09e..461a7069 100644
--- a/locales/zh-HK/docs/S2low898GirK4jk39wacQ2p0nNg.md
+++ b/locales/zh-HK/docs/S2low898GirK4jk39wacQ2p0nNg.md
@@ -21,7 +21,7 @@ sidebar_position: 9
 
 - 整體流程類似 TM，用於處理拆合股、換股場景 
 - 在預告創建時選擇 CA，方案選擇 CA-Share Consolidation、CA-Share Subdivision/Splitting、CA-Share Conversion 按照預告和方案的必填字端要求輸入必要字段
-- 拆合股 公司行動（CA 類）執行後會 增加 App 推送提醒
+- 拆合股 公司行動（CA 類）執行後會 增加 APP 推送提醒
 
 <img src="/assets/Z9gobvFziow58xxDzPncVMcZnKf.png" src-width="972" src-height="291"/>
 
diff --git a/locales/zh-HK/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md b/locales/zh-HK/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
index 34aec883..65dd7684 100644
--- a/locales/zh-HK/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
+++ b/locales/zh-HK/docs/STFEw4Lqni88GtkV2CHcTL71nAg.md
@@ -7,17 +7,134 @@ sidebar_position: 3
 
 # 通道管理
 
-### 通道管理
+## 通道管理
 
-通道管理是針對與  App 常見交互方式，例：Banner 橫條、App 彈窗、App Push、郵件、短信等通道內容管理。
+通道管理是針對與  APP 常見交互方式，例：Banner 橫條、App 彈窗、App Push、郵件、短信等通道內容管理。
 
 其中橫幅廣告（Banner），是個呈現一個廣告推廣內容的圖片，放置在 App 等互聯網頁面上，是互聯網廣告中最基本的廣告形式，一般是使用 GIF 格式的圖像檔，可以使用靜態圖形，或新興的 Rich Media Banner（豐富媒體 Banner）能賦予橫幅更強的表現力和交互內容。
 
+## 適用場景
+
+如何創建一個 App Banner？
+
+如何創建一個 App 彈窗？
+
+如何創建一個 APP Push 消息？
+
+如何創建一個 郵件消息？
+
+如何創建一個 短信消息？
+
 以下分別 整理幾個常見通道管理內容，逐步導引來建立：
 
-- [【場景】如何創建一個 App Banner](./YXFMwr7G9iMBwdki1sicDycUnle) 
-- [【場景】如何創建一個 App 彈窗？](./QiYrwKk0AikUSpkQRtOct87bnQB) 
-- [【場景】如何創建一個 App Push 消息？](./TyAnwpS7viTqgDkFPtocMBlKnhf) 
-- [【場景】如何創建一個 郵件消息？](./HOJWw8cmCimIx3kSOlvcyH4Inwb) 
-- [【場景】如何創建一個 短信消息？](./Gq73wjUUYiHaUNk1H8rcKVmHnZg) 
+## 操作說明
+
+### 如何創建一個 App Banner
+
+以下是創建 App Banner 的步驟順序：
+
+- 選擇 Banner 類型：如 - 需要創建一個在市場首頁位置的 Banner
+- 設置 Banner 順序：同一個位置的 Banner 有多個配置上時，按照數字從小到大的順序進行輪播
+- 設置 Banner 名稱：用於區分 Banner，作爲業務標識
+- 設置 Banner 圖片：有裁剪和普通上傳 2 種方式，按需選擇
+- 設置 Banner 跳轉鏈接：一般使用 Pagehub 生成 H5 鏈接後進行配置，也可使用 App 內的 H5 頁面鏈接
+- 設置 Banner 運行週期：Banner 生效的週期，在設置週期內，Banner 生效，過期後則不再展示
+- 設置 Banner 可見範圍：全部用戶可見 - 則 App 所有用戶可以看到 Banner，投放系統可見 - 則僅計劃配置中的目標受衆可見
+
+<img src="/assets/HT3DbhTFPosKlnx8BQVciwPrnWf.png" src-width="1972" src-height="1640" align="center"/>
+
+### 如何創建一個 App 彈窗
+
+以下是創建 App 彈窗 的步驟順序：
+
+- 彈窗名稱：彈窗標識名稱
+- 彈窗類型：頭圖或全圖，頭圖代表彈窗的標題描述確認按鈕等都將使用編輯的信息，全圖則代表完全使用背景圖作爲彈窗的展示信息
+- 彈窗標題：展示在 App 的標題
+- 彈窗描述：展示在 App 的描述信息
+- 背景圖片：彈窗展示時的背景圖
+- 確認按鈕：彈窗點擊跳轉的按鈕所對應的文案提示
+- 確認按鈕 URL：點擊確認按鈕後，期望跳轉的地址
+- 頻次限制：同一個用戶收到同一個彈窗的次數
+- 活動時間：彈窗生效的時間週期
+- 展示時間：在每天的 0 點到 24 點之間，希望彈窗在什麼時間段展示
+- 彈窗平臺：可以選擇是在 2 個端顯示還是隻在某個單一的端進行顯示
+- 可見狀態：選擇投放系統可見則代表僅計劃配置中的目標受衆可見，全部用戶可見則整個 App 用戶可見彈窗
+
+<img src="/assets/HL6Kb3dnioWPFGxL2qPcYuzjnwd.png" src-width="1924" src-height="1644" align="center"/>
+
+### 如何創建一個 APP Push 消息
+
+投放系統的觸發配置提供了 Push 的自定義模板功能，可以在配置計劃時直接配置內容
+
+以下是創建 App Push  的步驟順序：
+
+- 選擇通道爲 Push
+- 設置標題、內容、上傳封面圖片
+- 選擇通知行爲：常用的爲打開某個活動鏈接或跳轉到新股認購的頁面，具體可按需選擇
+
+<img src="/assets/RLTnbiHHHotpZZxxOtlckJR4n0X.png" src-width="2132" src-height="1526" align="center"/>
+
+### 如何創建一個 郵件消息
+
+投放系統的觸發配置提供了郵件的自定義模板功能，可以在配置計劃時直接配置內容
+
+以下是創建郵件消息的步驟順序：
+
+- 選擇通道爲郵件
+- 設置發件人名稱、郵件標題
+- 通過富文本編輯器編輯郵件正文
+- 添加郵件附件、設置郵件發件郵箱
+
+<img src="/assets/HttRb5uhko6XWKxcMNXceePynhe.png" src-width="1694" src-height="1362" align="center"/>
+
+### 如何創建一個 短信消息
+
+投放系統的觸發配置提供了短信的自定義模板功能，可以在配置計劃時直接配置內容
+
+以下是創建短信消息的步驟順序：
+
+- 選擇通道爲短信
+- 選擇短信發送地區
+- 選擇短信類型：投放系統一般使用營銷活動
+- 設置短信內容
+
+<img src="/assets/FYtmb2DCRohOwXxFbHscpVXAnFb.png" src-width="2226" src-height="1530" align="center"/>
+
+#### 消息模板說明
+
+投放系统的消息觸達（Push、SMS、Email）同时提供了消息模板功能，可以創建日常通用消息模板，同時消息模板也接入了工單審批流程。
+
+菜單入口：投放系统&gt;消息模板
+
+選擇要創建的消息模板（Push、SMS、Email）；
+
+特别說明：郵件模板只需配置郵件正文内容，郵件頭尾同其他系统郵件配置，無需租户配置
+
+<div class="grid gap-3 grid-cols-3">
+<div>
+<img src="/assets/WTCZbtAjjorFVFx7ouqcOXbmnLf.png" src-width="1276" src-height="1928" align="center"/>
+</div>
+<div>
+<img src="/assets/CHHTbjP9PodPxAxIQh2chehRnVg.png" src-width="1274" src-height="1914" align="center"/>
+</div>
+<div>
+<img src="/assets/R4aQbUt8OoYh05x137mcGDfcn5d.png" src-width="1270" src-height="1916" align="center"/>
+</div>
+</div>
+
+提交審核，審批流程需要進行配置；
+
+審核通過，可在創建 Push、郵件、短信时，選擇消息模板進行發送，無需编辑内容。
+
+<div class="grid gap-3 grid-cols-3">
+<div>
+<img src="/assets/UF2LbF8VSoCaP7xIKGVc0eC8nDe.png" src-width="1346" src-height="518" align="center"/>
+</div>
+<div>
+<img src="/assets/UPozbaGKiobj8jxOCxjcmpGrnRe.png" src-width="1130" src-height="322" align="center"/>
+</div>
+<div>
+<img src="/assets/C5w2bW1a7oZL4Sxp0n1clMDhnWf.png" src-width="756" src-height="302" align="center"/>
+</div>
+</div>
 
diff --git a/locales/zh-HK/docs/SUMMARY.md b/locales/zh-HK/docs/SUMMARY.md
index c8877142..47c55dcc 100644
--- a/locales/zh-HK/docs/SUMMARY.md
+++ b/locales/zh-HK/docs/SUMMARY.md
@@ -6,7 +6,6 @@
     - [工單操作說明](LAGyw1xzYiphIgkw0ICcX7len3f.md)
   - [使用指南](DokowCMGEirZERkadBacb92EnAh.md)
     - [客户管理系统（CRM)](FhuGw7gL7iINIBk2shrcITKfnTW.md)
-      - [Dashboard](PmuswGYPMiZIAnkYdpicmqAanyd.md)
       - [CRM](XBQhw94Hligs8tkR4nlckbdKnDc.md)
         - [任務](OtSqwsks9iRZbjkQFsPcdRBGnkf.md)
         - [看板](O3GewB9rnirlDkklQMVcbokAnrd.md)
@@ -16,10 +15,6 @@
       - [KYC](W1rBwke4tiwflqk90bDc9OFAnyb.md)
         - [開戶列表](DDerwSiFZiTCwqkyUtGc2v9hnrg.md)
         - [開戶資料](AD3dwJzzTi4eDakMY7dcYTK1ngb.md)
-          - [全新錄入新開戶申請](Zf04wsxRvidPbAk1BhgcvOVZnjf.md)
-          - [多開通證券帳户申請](QZfIweqitiiPf8kQ6CTcDtqhn9G.md)
-          - [多開通證券子帳户申请](XPZVwYzhoi19Mnk5dQ8cucQ5nIc.md)
-          - [批量修改證劵帳户](Ofpowlv0xi5ecBk3s3cci46YnJb.md)
         - [開戶審核記錄](RfWUwBqNjiuGfZkNtxocUIUensf.md)
         - [AML 監察後台（TESS)](RjF9wIpBFigYdikaQ6wc2JzOncc.md)
         - [第三方驗證](LbYZwsV2kiCtKykYE3Zc405lnC4.md)
@@ -39,7 +34,6 @@
         - [消息模板](HA8RwOxQkiShD5keLnIcuVPdnQg.md)
     - [證券后台（WBO)](QQGNwf6t6i3nS9ko0ZTcwb8tnuh.md)
       - [資產帳戶](Xd2qwHVugivJ2fkmA0zc7939npb.md)
-        - [名詞釋義](XsRewvlvNixEuWkvdojc5EUwn7d.md)
         - [賬戶](BDNYwtCvKiPkZAkyckhcd4r0nod.md)
           - [賬戶總覽](EbeXwOZTWipDd7kbkVgcL7hynlv.md)
           - [賬戶餘額](TB8awx7Q3icTAskWz7XcOT2znuh.md)
@@ -66,7 +60,7 @@
         - [換匯](Jhg3wwtLSiSdFekYy1Jcro8Cnhh.md)
         - [匯率管理](Gng5w0uediNvihkaEoKc4TIpnmc.md)
         - [換匯池](Rc72wIljiiSEnik9v03ceb7hnrd.md)
-        - [App 管理](RFcdwGEOPiMSI6kJI9ac11linic.md)
+        - [APP 管理](RFcdwGEOPiMSI6kJI9ac11linic.md)
       - [證券管理](QQjrw6MQuiU34UksQJycdMCnnhl.md)
         - [證券存入](JWBPwraf8i0mCCkSvqMcNv9in6c.md)
         - [證券取出](QN5iwDayViTXVkkkISocUmpQnMc.md)
@@ -86,7 +80,7 @@
         - [公募基金](BeaQwFXULiLLcNkayLicZPT0nsh.md)
         - [公募基金管理](LPlrwK0Y3iubWMkR9btcUInwn7Z.md)
         - [私募基金](FYOjwZT8ui9O4AkoWn6cv0T2n2e.md)
-        - [App 展示管理](A8cIw3eYXiEGJJktP3PcvrU9nn0.md)
+        - [APP 展示管理](A8cIw3eYXiEGJJktP3PcvrU9nn0.md)
       - [清算管理](AxPawktyYi8PpdkXvxVcDXwPneb.md)
         - [合約管理](AmY7wo5zviU2LakZvt9cAupxn0b.md)
           - [客戶合約](TNHdw5WjEi8pi1knbtqcEi6KnWe.md)
@@ -176,17 +170,8 @@
       - [投放系统](HFS5wXhvXi0yh7kKbllc8Xp4n9c.md)
         - [名詞釋義](JtPWwBed0i8H6ukpRIVcXLkJnvb.md)
         - [運營計畫](AmT7wLDONiG6BMkaHaMchSa8nOg.md)
-          - [【場景】如何創建一個定時型 - 單次計劃？](Gicdw3YEtiDhLYkyLC6cLx79njb.md)
-          - [【場景】如何創建一個 定時型 - 重複 計劃？](P0E9wXWm4iGRLEkDSX1chq9Jnuh.md)
-          - [【場景】如何創建一個 獲取型-API 計劃？](EPH5wRfGhidNKDkJQi6cYwE3nvS.md)
-          - [【場景】如何創建一個 觸發型 - 完成 A 計劃](ZYDewLFtuidmgjkzwEBcJvcln5d.md)
         - [用戶分群](GOzGwOwG8iwszsksO8Mc81GNnFo.md)
         - [通道管理](STFEw4Lqni88GtkV2CHcTL71nAg.md)
-          - [【場景】如何創建一個 App Banner](YXFMwr7G9iMBwdki1sicDycUnle.md)
-          - [【場景】如何創建一個 App 彈窗？](QiYrwKk0AikUSpkQRtOct87bnQB.md)
-          - [【場景】如何創建一個 App Push 消息？](TyAnwpS7viTqgDkFPtocMBlKnhf.md)
-          - [【場景】如何創建一個 郵件消息？](HOJWw8cmCimIx3kSOlvcyH4Inwb.md)
-          - [【場景】如何創建一個 短信消息？](Gq73wjUUYiHaUNk1H8rcKVmHnZg.md)
       - [活動系统](GhdWwm72LicoNykrY8KcJm2wnEc.md)
         - [標準活動管理](GUtBwj3CninF35k2Isrc5HFJnzd.md)
           - [邀請活動](DbZcwF2cAiO6p3kHIgicqjFKn1d.md)
diff --git a/locales/zh-HK/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md b/locales/zh-HK/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
index 3ed858f6..421b944c 100644
--- a/locales/zh-HK/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
+++ b/locales/zh-HK/docs/T8IiwGsqdih0XDkLsfFc3hNcnqf.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;BCAN 管理
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;BCAN 管理</p>
+</div>
 
 ### HKIDR 報送
 
diff --git a/locales/zh-HK/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md b/locales/zh-HK/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
index d893a820..865ad8bb 100644
--- a/locales/zh-HK/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
+++ b/locales/zh-HK/docs/TB8awx7Q3icTAskWz7XcOT2znuh.md
@@ -17,7 +17,9 @@ sidebar_position: 1
 
 ## 操作说明
 
-菜單入口：資產賬戶&gt;帳戶&gt; 餘額查詢
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產賬戶 &gt; 帳戶 &gt; 餘額查詢</p>
+</div>
 
 選擇需要查詢的資產類型，分現金、股票、基金、期權、債券、OTC 其他、虛擬資產
 
diff --git a/locales/zh-HK/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md b/locales/zh-HK/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
index ecbfe330..3f253273 100644
--- a/locales/zh-HK/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
+++ b/locales/zh-HK/docs/TcvMw8QCUi14p5k5KrUcZFsZnzh.md
@@ -25,7 +25,9 @@ sidebar_position: 2
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;工單中心
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;工單中心</p>
+</div>
 
 本作業可以管理帳戶（或用戶）的安全管理事項，可以在對應 Tab 頁籤上作出凍結/解鎖/ 注銷的帳戶操作
 
diff --git a/locales/zh-HK/docs/TzUewt858iKdcqku747c60oAnbh.md b/locales/zh-HK/docs/TzUewt858iKdcqku747c60oAnbh.md
index 84636213..08bd8db0 100644
--- a/locales/zh-HK/docs/TzUewt858iKdcqku747c60oAnbh.md
+++ b/locales/zh-HK/docs/TzUewt858iKdcqku747c60oAnbh.md
@@ -16,7 +16,7 @@ sidebar_position: 4
 
 ## 操作說明
 
-以下展示前端  App 有關的配置呈現效果：
+以下展示前端  APP 有關的配置呈現效果：
 
 ### 卡券
 
diff --git a/locales/zh-HK/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md b/locales/zh-HK/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
index 0755db33..6a8902c8 100644
--- a/locales/zh-HK/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
+++ b/locales/zh-HK/docs/UgBnwUMoFixICzkyw5BcTzsonFe.md
@@ -19,7 +19,9 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：資產帳戶&gt;資產調撥&gt; 賬戶間轉帳
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;資產調撥&gt; 賬戶間轉帳</p>
+</div>
 
 列表頁記錄包含後台操作流水和客戶 App 上自主操作的轉帳流水
 
diff --git a/locales/zh-HK/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md b/locales/zh-HK/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
index 47a3c75c..9d6ef3fc 100644
--- a/locales/zh-HK/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
+++ b/locales/zh-HK/docs/VulVwMwOKi6bP5ksxykcDPc9nBd.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作说明
 
-菜單入口：資產帳戶&gt;調帳&gt; 手工調帳
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：資產帳戶&gt;調帳&gt; 手工調帳</p>
+</div>
 
 在手工調帳選擇對應的調帳類型 Tab 頁籤 (現金/股票/基金/債劵/OTC），點擊【新增】，打開新增調帳頁面
 
diff --git a/locales/zh-HK/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md b/locales/zh-HK/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
index d37aa333..a8db266c 100644
--- a/locales/zh-HK/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
+++ b/locales/zh-HK/docs/W1rBwke4tiwflqk90bDc9OFAnyb.md
@@ -1,7 +1,7 @@
 ---
 title: KYC
 slug: kyc
-sidebar_position: 2
+sidebar_position: 1
 ---
 
 
diff --git a/locales/zh-HK/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md b/locales/zh-HK/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
index c26d2822..2b570113 100644
--- a/locales/zh-HK/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
+++ b/locales/zh-HK/docs/We87wgaFziXrOUkAPMQcFNQlnPf.md
@@ -17,7 +17,9 @@ sidebar_position: 0
 
 ## 操作說明
 
-菜單入口：帳戶管理&gt;帳戶列表
+<div class="callout callout-bg-6 callout-border-6">
+<p>⚓ 菜單入口：帳戶管理&gt;帳戶列表</p>
+</div>
 
 可以查詢所有已開戶的客戶帳戶狀態資料
 
diff --git a/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md b/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
index 4ab6f948..cb208f17 100644
--- a/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
+++ b/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md
@@ -1,7 +1,7 @@
 ---
 title: 賬戶管理
-slug: WiA8wlqAfiWWWQkdhlicA3eJnUe
-sidebar_position: 3
+slug: account
+sidebar_position: 2
 ---
 
 
diff --git a/locales/zh-HK/docs/WwImwSshGikOLfkpbkzcNMprnVh.md b/locales/zh-HK/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
index e92b6f68..a6551acc 100644
--- a/locales/zh-HK/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
+++ b/locales/zh-HK/docs/WwImwSshGikOLfkpbkzcNMprnVh.md
@@ -1,7 +1,7 @@
 ---
 title: 調賬
 slug: WwImwSshGikOLfkpbkzcNMprnVh
-sidebar_position: 3
+sidebar_position: 2
 ---
 
 
diff --git a/locales/zh-HK/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md b/locales/zh-HK/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
index 6801ae51..1919b42e 100644
--- a/locales/zh-HK/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
+++ b/locales/zh-HK/docs/XBQhw94Hligs8tkR4nlckbdKnDc.md
@@ -1,7 +1,7 @@
 ---
 title: CRM
 slug: clients
-sidebar_position: 1
+sidebar_position: 0
 ---
 
 
diff --git a/locales/zh-HK/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md b/locales/zh-HK/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
index eed09e91..0f09d4a4 100644
--- a/locales/zh-HK/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
+++ b/locales/zh-HK/docs/XHP6wlEUTicGHtkGQ6dc0lyPnQc.md
@@ -67,7 +67,7 @@ Whale 系統預設是線上發送結單
 
 ### 結單配置
 
-本作業用來配置管理：客戶結單是否線下發送/是否接受郵件和 App 通知/未配置的按線下發送為否/提醒全部開啟處理 等配置項
+本作業用來配置管理：客戶結單是否線下發送/是否接受郵件和 APP 通知/未配置的按線下發送為否/提醒全部開啟處理 等配置項
 
 <img src="/assets/UU0LbjWDKo9NYLx954Yckytnnpd.png" src-width="3336" src-height="1400" align="center"/>
 
diff --git a/locales/zh-HK/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md b/locales/zh-HK/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
index a10708df..db710331 100644
--- a/locales/zh-HK/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
+++ b/locales/zh-HK/docs/Xd2qwHVugivJ2fkmA0zc7939npb.md
@@ -7,9 +7,9 @@ sidebar_position: 0
 
 # 資產帳戶
 
-# 資產定義
+## 資產定義
 
-## 資產介紹
+### 資產介紹
 
 資產帳戶目前主要包含兩大部分：**資產****帳****本**和**資產基礎管理能力**。
 
@@ -19,7 +19,7 @@ sidebar_position: 0
 
 資產基礎管理能力：資產還提供了調帳、資產凍結/解凍、業務碼管理的基礎能力，輔助更加便捷地管理資產。
 
-## 資產架構
+### 資產架構
 
 <img src="/assets/Fh2Qb48emomrhTxta4CctwCvnfc.png" src-width="2438" src-height="1422" align="center"/>
 
@@ -29,3 +29,58 @@ sidebar_position: 0
 
 便捷的資產處理功能：
 
+## 名詞釋義
+
+### 帳**戶類別**
+
+<table header_column="1" header_row="1">
+<colgroup>
+<col width="124"/>
+<col width="116"/>
+<col width="485"/>
+</colgroup>
+<thead>
+<tr>
+<th><p>術語 / 中文</p></th><th><p>術語 / 英文</p></th><th><p>說明</p></th></tr>
+</thead>
+<tbody>
+<tr>
+<td><p>業務賬戶</p></td><td><p>BUSINESS</p></td><td><p><strong>可用不可提</strong><br/>一般的交易發生，都會先對業務賬戶做處理，業務賬戶的現金可用不可提</p></td></tr>
+<tr>
+<td><p>結算賬戶</p></td><td><p>SETTLEMENT</p></td><td><p><strong>可用可提</strong><br/>清結算交收後，會把業務賬戶的錢或券，交收（結轉）到結算賬戶</p></td></tr>
+<tr>
+<td><p>外部過渡戶</p></td><td><p>EXTERNAL</p></td><td><p><strong>不可用不可提</strong><br/>部分業務實際上遊已扣款，但沒有資產加進來，例如 IPO 先扣款，但沒有持倉，業務上為了使得用戶總資產不變，會把扣掉的錢額外加在外部過渡戶上</p></td></tr>
+<tr>
+<td><p>內部過渡戶</p></td><td><p>INTERNAL</p></td><td><p>暗盤買入時，先扣 INTERNAL 賬戶的錢，暗盤買入結轉後，INTERNAL 賬戶的錢再加回來，再扣除 business 的錢</p></td></tr>
+<tr>
+<td><p>結算過渡戶</p></td><td><p>SETTLEMENT_INTERNAL</p></td><td><p>中臺的結算過渡戶，出掉一筆錢後會影響可用，在部分業務影響需要只影響可提（換匯、余額通申購中間狀態），會從結算過渡戶扣錢</p></td></tr>
+<tr>
+<td><p>換匯過渡戶</p></td><td><p>EXCHANGE</p></td><td><p>部分業務（換匯、余額通申購中間狀態），從結算過渡戶扣錢之後，需要在換匯過渡戶加錢，加完之後用戶總資產不變</p></td></tr>
+</tbody>
+</table>
+
+### **資產變更類型**
+
+<table header_column="1" header_row="1">
+<colgroup>
+<col width="124"/>
+<col width="601"/>
+</colgroup>
+<thead>
+<tr>
+<th><p><strong>術語 / 中文</strong></p></th><th><p><strong>说明</strong></p></th></tr>
+</thead>
+<tbody>
+<tr>
+<td><p>凍結</p></td><td><p>業務提交後，成功前，一般需要先凍結現金/證券，使得這部分資產不可被重復使用</p></td></tr>
+<tr>
+<td><p>解凍</p></td><td><p>業務結束後，會解凍</p></td></tr>
+<tr>
+<td><p>出帳</p></td><td><p>相當於對資產進行扣減</p></td></tr>
+<tr>
+<td><p>入帳</p></td><td><p>相當於資產進行增加</p></td></tr>
+<tr>
+<td><p>轉帳</p></td><td><p>主子賬戶間資金/持倉調撥</p></td></tr>
+</tbody>
+</table>
+
diff --git a/locales/zh-HK/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md b/locales/zh-HK/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
index 50c4b68b..888b9d27 100644
--- a/locales/zh-HK/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
+++ b/locales/zh-HK/docs/ZR8UwBCCgi1SjXk0yRec30eLn6c.md
@@ -1,7 +1,7 @@
 ---
 title: 資產調撥
 slug: ZR8UwBCCgi1SjXk0yRec30eLn6c
-sidebar_position: 4
+sidebar_position: 3
 ---