JK8
JK8 Operations & Analytics Dashboard JK8 游戏数据中台与运营控制系统
Customer Operations & Analytics 客户日常运营实战指南

Customer User Guide 客户控制台操作指南

Practical operational manual for brand integration, TOTP two-factor security, game provider syncing, fee schedules, executive KPI analysis, and customer list exports. 涵盖品牌接入、TOTP 双因子安全认证、游戏厂商数据同步与抽成配置、核心经营 KPI 解读、会员分群与名单导出的完整实战手册。

01 Login & 2FA 登录与 2FA Sign in with password and enroll TOTP authenticator app in Profile. 使用账号密码登录，在个人中心绑定 TOTP 身份验证器。
02 Brand Integration 包网凭证对接 Bind JK System BO credentials with Support Team 2FA static PIN. 配置 JK System (BO) 账号并录入客服团队提供的静态 2FA 码。
03 Providers & Fees 厂商与抽成 Sync game provider data and set operator fee & gateway percentages. 同步游戏厂商注单数据，设置厂商分成与支付通道手续费。
04 KPIs & Exports 指标与导出 Audit net cash flow, margin risk tiers, and download clean Excel lists. 审查净现金流、风控等级，导出含手机号的玩家名单。

This guide is for daily operators who manage brands, maintain backoffice integrations, monitor gaming revenue, review player retention cohorts, and export customer lists in JK8. 本指南面向日常业务运营团队：协助操作人员完成品牌对接、维护后台集成凭证、监控游戏营运数据、分析玩家留存群组以及导出精准营销名单。

Login & 2FA Setup 系统登录与 TOTP 双因子绑定

Open your JK8 console URL in the browser: 在浏览器中打开 JK8 业务控制台入口： 

https://app.organization.com/login
  1. Sign in with Password常规密码登录

    Enter your registered email and password. Click Login. For new accounts, TOTP is disabled by default, allowing immediate workspace entry.输入注册邮箱与登录密码，点击 Login。新开通账号默认未启用 2FA，可直接进入控制台。

  2. Navigate to Profile进入个人中心

    Click your email or settings icon in the sidebar foot to open Profile (/profile). Find the Two-factor authentication (TOTP) card showing Status: Disabled.点击侧边栏底部的用户邮箱或设置图标，进入 Profile 页面。找到 Two-factor authentication (TOTP) 卡片，当前显示为 Status: Disabled。

  3. Click "Enable TOTP"点击开启 TOTP 绑定

    Click the blue Enable TOTP button. The system initiates a 10-minute countdown (Setup expires in 10:00) and generates a 256x256 QR code alongside a manual setup key.点击蓝色的 Enable TOTP 按钮。系统将启动 10 分钟倒计时（Setup expires in 10:00），并生成 256x256 规格的绑定二维码与手动秘钥串。

  4. Scan QR Code in Authenticator App使用验证器扫码绑定

    Open Google Authenticator, Microsoft Authenticator, or 1Password on your mobile device. Scan the QR code or manually enter the Setup key string.在手机上打开 Google Authenticator、微软身份验证器或 1Password，扫描屏幕上的二维码（或手动输入 Setup key 秘钥）。

  5. Key in 6 Numbers & Verify录入 6 位验证码完成激活

    Enter the 6-digit rolling code generated by your app into Authenticator code, then click Verify and enable. System confirms with green toast: "2FA enabled".将手机应用上显示的 6 位动态验证码输入至 Authenticator code 输入框，点击 Verify and enable。系统确认无误后提示："2FA enabled"。

  6. Backup Emergency Recovery Codes备份应急单次恢复码

    The system generates 10 single-use emergency recovery codes. Click Download (saves as totp-recovery-codes.txt) or Copy. Store them safely in case your mobile device is unavailable.系统将生成 10 个应急单次恢复码。点击 Download 保存为 totp-recovery-codes.txt 或点击 Copy。在手机丢失时可凭恢复码登录。

  7. Password Required for Authorization安全变更需输入登录密码确认

    Once enabled, status becomes Status: Enabled · Recovery codes remaining: 10. To regenerate codes or disable 2FA, entering your Current password is strictly mandatory before confirming.绑定成功后状态更新为 Status: Enabled · Recovery codes remaining: 10。若后续需要重新生成代码或关闭 2FA，系统强制要求输入当前登录密码以确保安全。

  8. Subsequent Logins后续日常登录双因子拦截

    On future logins, entering your password presents the 2FA challenge. Enter the current 6-digit TOTP code (or a recovery code) and click Verify and sign in.后续登录时，在输入密码后将弹出 2FA 验证卡片。输入验证器 6 位实时动态码（或单次恢复码）后点击 Verify and sign in 即可进入控制台。

Daily Workflow 日常运营标准工作流

1. Login & 2FA 2. Select Brand 3. Check BO Sync 4. Review KPIs 5. Audit Cohorts 6. Export

Recommended operational order each business day:建议运营人员每日执行的标准工作顺序：

  1. Sign in and provide 6-digit TOTP code.登入系统并输入手机验证器 6 位动态验证码。
  2. Confirm active brand in the top navigation switcher (e.g. Brand 1).在顶部导航切换器中确认当前所选品牌（如 Brand 1）。
  3. Check sync status indicator to ensure overnight transactions have completed.查看同步状态绿点，确认昨日与今日数据已按时入库。
  4. Review Performance KPIs: Net Cash Flow, Margins, and Risk Tier badge.进入 Performance 审查净现金流、利润率及风控风险标签。
  5. Open Member Segments to check Slipping (8–14D) and Churned player clusters.打开 Member Segments 查看流失预警群体与沉默挽回群组。
  6. Export filtered player lists to Excel for SMS or VIP team engagement.导出筛选后的会员名单（含手机号）转交 VIP 维护或短信营销团队。
  7. Log out when finishing work on a shared office computer.在公共办公电脑结束工作后及时点击退出登录。

The navigation rail exposes modules according to your assigned staff permissions:侧边栏根据您当前被授予的员工角色展示对应业务模块：

Menu Item导航项目 Primary Scope主要业务范畴 Target Users主要使用人员
Performance Daily, Weekly, Overall executive net cash flow, deposits, withdrawals, and margin risk tiers.按天、周、总览查看净现金流、充提差额、盈亏率及风控标签。 Owners, Analysts, Finance负责人、数据分析师、财务
Transactions Realtime transaction ledger with status filters (Approved, Pending, Rejected) and gateway search.交易实时流水明细、审核状态过滤及支付网关单号检索。 Customer Support, Operations客服、财务、出入款风控
Members Player directory, First-Time Deposit (FTD) conversion, active DAU/WAU/MAU, and VIP levels.会员大厅、首充转化速度（FTD）、日/月活跃会员及 VIP 等级迁徙。 VIP Specialists, CRM LeadsVIP 专员、CRM 营销负责人
Member Segments Behavioral clustering: Active (1–7D), Slipping (8–14D), Dormant (15–30D), Churned (30D+).行为分群：活跃留存、流失预警、沉默玩家及已流失客户矩阵。 Marketing, Re-engagement市场推广、用户召回运营
Channels Marketing traffic sources, Channel Efficiency Ratio, and Unknown Referrer mapping.流量推广渠道分析、渠道投入产出比及未知引流来源映射。 Channel Managers, Media Buyers渠道拓展商务、广告买量组
Trends Multi-period trend visualization for deposits, cashouts, transaction volume, and player counts.多周期趋势演进折线：充提走向、交易笔数与活跃会员波动。 Strategy, Senior Leadership决策层、业务规划组
Method Fees Configure payment gateway channel deposit and withdrawal fee percentages.设置第三方支付渠道的充值与提现手续费抽成比例。 Finance, System Admins财务主管、系统管理
Game Providers Synchronize provider win/loss, GGR, turnover, and set operator revenue share percentages.同步游戏厂商注单输赢与流水，配置商户分成比例。 Finance, Operations财务、产品运营
Management Staff user invitations, RBAC roles, brand creation, and security audit logs.员工入职邀请链接、角色权限矩阵、品牌新建及安全审计日志。 Owners, Team Admins商户负责人、管理员

Multi-Brand Setup & Switching 多品牌切换与独立配置

An organization can operate multiple independent brands (e.g. Brand 1, Brand 2). Each brand maintains separate credentials, transactional data, and player lists: 同一商户组织可下设多个独立运营品牌（如 Brand 1、Brand 2）。各品牌间数据、凭证与会员名单物理隔离：

  1. Switching Brands切换当前品牌

    Click the brand dropdown in the Top Navigation bar. Select the target brand (e.g. Brand 2). The workspace updates with a top progress bar.点击顶部导航栏中的品牌下拉框，选择目标品牌（如 Brand 2）。页面顶部出现进度条并在 300ms 内完成全站上下文切换。

  2. Set Default Brand设为默认品牌

    Click Set as default brand (star icon) at the bottom of the switcher. On future logins, this brand will load automatically.点击品牌切换器底部的 Set as default brand（星号图标）。下次登录系统时将默认进入该品牌工作台。

  3. Create a New Brand新建下属品牌

    Click + Add New Brand in the switcher. This opens the modal under Management > Brands. Enter Brand Key (e.g. brand-1) and Display Name (e.g. Brand 1), then click Create Brand.点击切换器底部的 + Add New Brand，系统将自动跳转至 Management > Brands 界面并打开弹窗。输入 Brand Key（如 brand-1）与 Display Name（如 Brand 1），点击 Create Brand 即可。

Integration Config (Required for Transactions Data) API 接入配置 (获取交易流水数据必备前提)

⚠️ Mandatory Requirement: ⚠️ 核心前提条件： In order to pull and receive Transactions data (deposits, withdrawals, and ledger events), the Integration Config connection must be successfully verified. Without a successful integration test, transaction feeds cannot ingest data. 为了成功抓取并获取交易流水数据（充值、提现及资金流水记录），必须确保 Integration Config (接入配置) 测试通讯成功。若未完成有效对接，系统将无法拉取任何交易流水。

Configure your brand API integration endpoints and access credentials: 配置各品牌专属的 API 接入网关与通讯访问凭证：

  1. Open Integration Modal打开接入配置窗口

    In the Top Navigation bar, click the Brand Switcher, hover over the target brand (e.g. Brand 1), click the action menu, and select Integration (or navigate to Sidebar > Management > Brands > Integration).在顶部导航栏展开品牌下拉菜单，悬停至目标品牌（如 Brand 1），在右侧操作菜单中选择 Integration（亦可在 Management > Brands 点击该品牌的 Integration 按钮）。

  2. Input Base URL & Merchant ID录入网关地址与商户标识

    Input the upstream Base URL (e.g. https://api.external.com) and your assigned Merchant ID (e.g. 1088).录入数据推送端 Base URL（如 https://api.external.com）及系统分配的 Merchant ID 商户代号（如 1088）。

  3. Set Sync Interval设定定时轮询间隔

    Select Sync Interval from presets (e.g. 15 min, 30 min, 60 min) or choose Custom to define a custom lookback minute interval.在 Sync Interval 下拉菜单中选择轮询周期（如 15分钟、30分钟、60分钟），或选择 Custom 自定义轮询分钟数。

  4. Input Access ID & Access Token录入访问密钥 (Access ID & Token)

    Enter your encrypted Access ID and Access Token. You can toggle Show/Hide to verify character precision.输入通讯认证专用的 Access ID 与 Access Token。点击 Show 按钮可临时显示字符以复核输入准确性。

  5. Test Connection (Must Succeed!)执行通讯测试 (必须验证通过！)

    Click Test Connection. The system performs an encrypted pre-flight check. Confirm green toast: "Connection verified". If it returns an error, transactions will fail to ingest.点击 Test Connection 按钮。系统将发起加密预检。必须确认收到绿色提示："Connection verified"。若测试失败，交易流水将无法入库。

  6. Save Integration保存接入配置

    Click Save. The toast confirms: "Integration saved". The automatic sync worker now ingests transactions on schedule.点击 Save 保存设置。系统确认 "Integration saved"，后台工作线程随即按计划周期自动抓取最新交易明细。

BO Credential Config (Required for Game Provider Fees) BO 凭证配置 (计算游戏厂商分成必备前提)

⚠️ Mandatory Requirement: ⚠️ 核心前提条件： In order to run Game Provider fee calculations and synchronize provider turnover, win/loss, and GGR, the BO Credential config must be successfully connected. Without valid BO site credentials, provider fee sync will fail. 为了成功运行游戏厂商分成统计 (Game Provider Fees) 并抓取厂商流水与输赢报表，必须确保 BO Credential (包网凭证) 成功连接。若未配置或凭证失效，厂商分成计算将无法执行。
Pre-requisites:前置准备材料：
  • BO Account: Log into your JK System Backoffice, navigate to Manage Staff, and create a dedicated worker account with username and password.BO 后台专员账号：登入 JK System 运营后台，在 Manage Staff 中为本数据中台建立专用抓取员工账号及密码。
  • Static 2FA Passcode: Contact the JK Technical Support Team to retrieve the permanent 6-digit 2FA secret PIN for this merchant ID.静态 2FA 授权码：联系 JK 官方技术客服团队，获取当前商户 Merchant ID 绑定的专属 6 位静态 2FA 授权码。
  1. Open BO Credentials Modal打开 BO 凭证配置窗口

    In TopNav, open the Brand Switcher, hover over the active brand, and click BO Credentials (or in Management > Brands, click BO Credentials).在顶部导航中展开品牌下拉器，悬停至目标品牌，点击 BO Credentials（亦可在 Management > Brands 中找到对应品牌操作）。

  2. Key in Merchant ID & Credentials录入商户号与专员凭证

    Input Merchant ID (e.g. 1088), Username, and Password from the staff account created in Manage Staff.填入 Merchant ID（如 1088）、上述新建的专员 Username 与 Password。

  3. Input Support Team 2FA Passcode填入客服提供的 2FA 授权码

    In the 2FA Passcode field, input the static 6-digit PIN provided by the Support Team (e.g. 849201).在 2FA Passcode 字段填入从官方客服处领取的 6 位数静态安全授权码（如 849201）。

  4. Test Connection (Must Succeed!)执行测试连接 (必须验证通过！)

    Click Test Connection. The backend executes an encrypted handshake. Verify green toast: "Connection verified".点击 Test Connection 按钮。系统将执行加密通道预检，确认弹出绿色提示："Connection verified"。

  5. Save Configuration保存凭证并激活

    Click Save. The credentials are encrypted and stored, enabling automated synchronization.点击 Save。凭证将加密托管至安全保险箱，后台自动化抓取通道随即建立。

Game Providers & Revenue Share Sync 游戏厂商数据同步与抽成比例设置

Cost Analysis allows you to track provider win/loss and configure vendor revenue share and payment gateway fees: 成本分析模块支持同步各厂商注单输赢，并统一配置商户分成比例及支付通道费率：

  1. Open Game Providers进入游戏厂商页面

    Navigate to Sidebar > Cost Analysis > Game Providers. Ensure the correct brand is selected.点击侧边栏 Cost Analysis > Game Providers 进入厂商分成管理界面。

  2. Sync Provider Data手动同步厂商数据

    Click Sync Provider Data in the page header. The worker pulls provider-level turnover, player win/loss, and gross gaming revenue (GGR) from the backend.点击页面右上角 Sync Provider Data 按钮。后台工作线程将即时抓取各厂商最新流水、玩家盈亏及 GGR 数据。

  3. Set Revenue Share Percentage设定厂商分成比例

    In the table, click the fee percentage badge next to any provider (e.g. Pragmatic Play, Evolution). Enter the agreed operator percentage (0–100%) and click Save.在表格中点击任意厂商右侧的百分比标签，输入商定抽成比例（0–100%）后点击 Save。系统将自动重算净成本。

  4. Configure Method Gateway Fees配置支付通道手续费

    Open Cost Analysis > Method Fees. Review deposit and withdrawal channels (e.g. USDT, Bank Transfer, E-Wallet). Input channel fee rates and save.进入 Cost Analysis > Method Fees 页面。审查各充提通道（如 USDT、网银代收、电子钱包），配置其手续费费率并保存。

Read Performance & Executive KPIs 核心经营业绩与盈亏风险解读

Open Sidebar > Performance to monitor the financial health of the brand: 进入 Sidebar > Performance 审查当前品牌的核心财务与营运数据：

Select mode:选择查看周期模式：

  • Daily: Single business day (anchored to GMT+8 backend date).单个营业日（统一锚定 GMT+8 后台日期）。
  • Weekly: Weekly rollup across Monday through Sunday.周度汇总（按周一至周日周期聚合）。
  • Overall: Custom date ranges (7D, 30D, or custom calendar span).自定义或全局总览视图（如 7天、30天或跨月任意跨度）。

Core Financial Formulas:核心财务计算公式：

  • Net Cash Flow (净现金流): Gross Deposits - |Withdrawals| (withdrawals are stored as negative numbers).（系统内提现以负数存储，两者相加即为纯利）。
  • Margin % (风控利润率): Win Loss ÷ Gross Deposits.

Margin Risk Classification:利润率四级风险预警：

  • PROFIT: Margin < 0% — Profitable for operator (player negative win/loss).— 运营方处于盈利状态（玩家整体呈负数净亏）。
  • NORMAL: 0% ≤ Margin < 50% — Expected operational gaming variance.— 正常博彩大数定律波动区间。
  • MID RISK: 50% ≤ Margin < 75% — Moderate loss share; review high-roller wins.— 利润受到一定冲击，需重点排查大额赢利单号。
  • HIGH RISK: Margin ≥ 75% — High payout alert; audit suspicious game tables.— 极高赔付告警，需立即复核相关桌台或套利风控。

Member Analysis & Retention Cohorts 会员生命周期与精准流失分群

Track players from registration velocity to high-roller VIP progression and recency retention: 追踪会员从首次入驻转化到高净值 VIP 跃迁及留存健康度：

  1. Member Directory会员大厅与画像档案

    In Members, filter by registration date or VIP tier. Click any player username to open their Player Dossier modal showing lifetime deposit, net cash flow, and gaming turnover.在 Members 页面，可按注册时间或 VIP 等级筛选。点击任意玩家账号可调出会员画像弹窗，查看累计充提与注单流水。

  2. Recency Segments生命周期群组分析

    Open Member Segments. Players are clustered into 4 key operational buckets: Active (1–7D), Slipping (8–14D), Dormant (15–30D), and Churned (30D+).进入 Member Segments 页面。系统自动将玩家归类为四类群体：活跃 (1-7天)、预警 (8-14天)、沉默 (15-30天)、流失 (30天以上)。

  3. Cohort Drilldown穿透查看群组明细

    Click directly on any cohort card (e.g. Slipping 8–14 Days). A drilldown modal opens listing all matching members, their last login, and lifetime value.点击任意分群卡片（如 Slipping 8-14天）。弹窗将立即列出符合该条件的全部玩家清单、最后活跃时间及累计价值。

  4. Export for Re-engagement导出名单执行营销触达

    Click Export Members (Excel) in the modal header to download the clean workbook (with User ID, Name, Phone) for SMS or outbound call campaigns.在弹窗顶部点击 Export Members (Excel)，导出包含 User ID、姓名、手机号的标准工作表，供营销短信或客服外呼使用。

Evaluate marketing attribution and track period-over-period financial health: 量化渠道买量效果，追踪多周期财务与玩家增长演变：

  • Channel Efficiency Ratio渠道投入产出比: Net Cash Flow ÷ Bonus Given. Indicates how many dollars of net cash were generated for every dollar of promotional bonus given.衡量每发放 1 元红利所撬动的真实净现金流规模。
  • Unknown Referrers未知推广来源: Unmapped marketing traffic is highlighted. Request your administrator to map the referrer code in Channel Settings.若列表中出现未知引流代码，请协调管理员在渠道配置中完成归类映射。
  • Trend Movement趋势动能监测: Inspect moving average charts in Trends to identify growth acceleration or deposit slowdowns before they impact the bottom line.在 Trends 页面结合移动平均折线，在充值放缓或异动初期及时预警。

Export Working Lists 导出名单与工作表规范

Export buttons download CSV or Excel files from the current view.各模块导出按钮均可一键下载当前视图的 CSV 或 Excel 工作簿。

Standard Export Rules:标准数据导出准则：

  • Member and CRM list exports include User ID, Name, and Phone.会员画像与营销导出的名单均完整包含 User ID、Name 以及 Phone 手机号。
  • Exports always cover the full filtered result set, not just the rows visible on the current paginated view.导出数据始终覆盖全量满足筛选条件的结果集，不受前端表格分页行数限制。
  • Modal table exports adhere to the active search query and sorting order currently set inside the modal.弹窗导出严格继承当前弹窗内部即时输入的关键词过滤与排序顺序。
  • Column headers are rendered in standardized English for seamless Excel and spreadsheet processing.表头字段名统一采用标准英文，确保第三方 CRM 或自动化脚本兼容解析。

If Numbers Look Wrong 数据核对与常见故障排查

If financial or member figures appear unexpected, run through this operational check sequence:若发现财务或会员数据不符合预期，请依次按下列步骤自检：

  1. Selected Brand: Verify you are looking at the intended brand in the TopNav switcher (Brand 1 vs Brand 2).当前品牌核对：确认顶部导航下拉框中选择的是正确的品牌（如 Brand 1 对比 Brand 2）。
  2. Date Anchor (GMT+8): Confirm the report date filter aligns with the backend GMT+8 cutoff anchor.日期锚点 (GMT+8)：确认报表统计区间是否与后台固定的 GMT+8 结账日切点一致。
  3. BO Sync Status: Check if the top status indicator shows green. If yellow or red, re-run Test Connection in BO Credentials.包网同步状态：查看顶部同步指示灯是否呈绿色。若亮黄灯或红灯，在 BO Credentials 中重新执行测试连接。
  4. Support Team 2FA Code: If synchronization reports 401 Unauthorized, verify whether the 6-digit Support 2FA passcode was changed or expired.客服 2FA 授权码：若后台提示 401 凭证失效，请向官方客服核实该 Merchant ID 的 6 位安全码是否轮换。
  5. Excluded Members: Verify if internal test accounts or liquidity bots are properly flagged under exclusion rules.排除会员名单：核查测试账号或内部做市账号是否已录入排除名单，以免干扰报表净值。

If an issue persists, capture a full-screen screenshot showing the brand, date filter, and active URL, and deliver it to your System Administrator or the Technical Support Team. 若异常仍未解除，请截取包含当前品牌名称、时间区间及完整 URL 的全屏截图，提交给系统管理员或官方技术支持团队跟进。