JK8 CONSOLE
Vendor & Organization Operations Guide 商户与组织运营操作指南 v2.6 Vendor Edition
🏢 Vendor Organization Console 商户组织业务控制台
✨ Vendor Organization Operations Manual 商户组织控制台实战操作手册

JK8 Gaming Analytics & Brand Console Guide JK8 游戏数据中台与品牌控制台操作手册

A comprehensive operational manual tailored for Vendor & Organization teams: multi-brand management, BO site credential binding, 2FA security enforcement, game provider sync, channel fees, player lifecycle analysis, and margin controls. 专为商户运营团队量身定制的实战操作指南：覆盖多品牌接入配置、JK System (BO) 账号与 2FA 凭证托管、游戏厂商数据同步与抽成比例设置、渠道手续费、会员生命周期与精准风控分析。

🏢 Console Scope 控制台范畴
Vendor Platform
Brand Integration · Staff RBAC · 2FA 品牌接入 · 员工赋权 · 2FA安全
📊 Analytics Core 核心分析模块
7 Core Reports
Performance · Cost Analysis · Members 经营业绩 · 成本分析 · 会员分群
⚡ Interactive Cards 交互式步骤卡
13 Procedures
V1–V13 Step-by-Step UI Previews V1–V13 详细界面输入引导与点击指引
🏢 Vendor Organization Operations Guide (Procedures V1–V13) 商户组织业务平台核心操作指南 (操作规程 V1–V13)
URL: / · Vendor Org Admins & Operators
PROCEDURE V1

Create & Switch Operating Brands (Brand Lifecycle) 创建与无缝切换运营品牌 (Brand Switcher & Management)

📍 / > TopNav > Brand Switcher > [+ Add New Brand] / Radio Switch

An organization can operate multiple casino brands (e.g. Brand 1, Brand 2). Each brand maintains independent data, member rules, risk thresholds, and backfills. 一个商户组织下可平行运营多个品牌（如 旗舰娱乐城、体育线、亚洲厅）。各品牌间数据、风控参数、会员规则及历史回溯完全独立。

1
Open TopNav Brand Switcher Dropdown 点击顶部导航栏的品牌切换下拉菜单
Click on the active brand display name in the TopNav. A dropdown menu opens showing your current role label, all authorized brands with their initial badge, and selection checkmarks. 在顶部导航栏点击当前品牌名称。下拉菜单展开，展示您当前的全局角色、所属品牌列表（带品牌首字母胶囊）以及当前选中标识。
TopNav Trigger:
👉 Click:
2
Select Target Brand to Switch Context 选择目标品牌实现毫秒级工作台热切换
Click on any brand row in the list. The top progress bar activates and the active dashboard context switches instantly without requiring a full page refresh. 点击列表中的任意品牌行。顶部轻量进度条动画瞬时响应，全局工作台数据即刻切换为目标品牌，无需全页面重载。
Brand Row:
[C] Brand 2 · ✓ Selected
3
Set as Default Brand (Optional) 设为默认首选品牌 (可选)
Click Set as default brand (indicated by a star icon) at the bottom of the switcher panel. The browser remembers this brand preference for future logins. 点击面板底部的 Set as default brand（带星标图标）。系统将在本地记住您的偏好，下次登录将自动直达该默认品牌。
Action Target:
👉 Click:
4
Create a Brand: Deep-Link to Management > Brands 新建品牌：深层跳转至企业管理并提交表单
Click + Add New Brand at the bottom of the switcher. The system automatically routes to Sidebar > Management > Brands and opens the New Brand modal. Fill 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 按钮，系统将自动跳转至 Sidebar > Management > Brands 标签页。点击顶部的 + New Brand 打开模态框，输入 Brand Key（如 brand-1）与 Display Name（如 Brand 1），点击 Create Brand 完成创建。
Brand Key:
brand-1 (letters, digits, - _)
Display Name:
Brand 1
Submit:
👉 Click:
PROCEDURE V2

Configure BO Site Integration (JK System), Credentials & Sync 配置游戏包网集成 (JK System BO后台接入)、凭证校验与数据同步

📍 / > TopNav > Brand Switcher > Actions > [BO Credentials]

Establish direct ingestion from the JK System Backoffice (BO Site). Requires a dedicated staff account created on the BO site, paired with the Merchant ID and Static 2FA Passcode issued by the Support Team. 与包网管理后台（JK System BO Site）建立直连数据管道。需在 BO 站点内部通过“员工管理”新建专用同步账号，配合技术支持团队派发的 Merchant ID 及静态 2FA 授权码完成握手认证。

🔑
Prerequisites & Credential Sourcing:接入准备与凭证获取来源：
• Merchant ID (商户ID): Obtain directly from the JK Support Team (e.g., 60706).由 JK 技术客服/运维团队统一分配派发（如 60706）。
• 2FA Passcode (双因子安全码): Obtain the static 2FA PIN from the Support Team for automated system ingestion.由技术支持团队直接下发的静态专用 2FA 安全 PIN 码。
• Account Username & Password (同步账号与密码): Do NOT use your personal admin login! Log in to your BO Site, go to Manage Staff, and create a brand-new dedicated staff user (e.g., jk_sync_operator) with read permissions.切勿使用主管理员个人账号！请登录您的 BO 站点后台，进入员工管理 (Manage Staff) 模块新建一个独立的同步专用工作人员账号（如 jk_sync_operator）。
1
Open "BO Integration" in Brand Switcher Menu 在顶部导航栏打开 BO 凭证配置弹窗
In TopNav, click the current active brand dropdown, find the actions menu, and click BO Credentials. 在顶部导航栏点击当前品牌展开菜单，点击 BO Credentials 打开接入设置弹窗。
Navigation Target:
👉 Click: ➔
2
Key in Details: Merchant ID & Live Enable Checkbox 输入商户ID并勾选启用状态
Input the numeric Merchant ID received from Support and check the Enabled box. 填入客服提供的数字 Merchant ID 并勾选 Enabled（启用实时同步） 复选框。
Merchant ID (from Support):
60706 ✓ Valid
Enable Live Ingestion:
3
Key in Details: Staff Username, Password & 2FA Passcode 输入通过“Manage Staff”新建的同步账号、密码及 2FA 验证码
Fill in the credentials of the dedicated BO staff account and the static 2FA passcode from Support. You can click Show to verify hidden characters. 填入在 BO 站点“Manage Staff”中新建的工作人员账号、登录密码，以及由支持团队派发的静态 2FA PIN 码。支持点击 Show 显示明文校验。
BO Staff Username:
jk_bo_sync_user
BO Staff Password:
••••••••••••••••
2FA Passcode (from Support):
849201 Static PIN
4
Press "Test Connection" First 第一步务必点击“Test Connection”测试联通性
Before saving, press Test Connection. The system performs an encrypted pre-flight authentication handshake against the JK BO upstream gateway. 保存前必须先点击 Test Connection。系统将向 JK BO 上游网关发送模拟鉴权报文，校验账号与 2FA 的可用性。
Trigger Action:
👉 Press:
Expected Toast: ✅ Toast: "JK BO API Connection Verified (HTTP 200 OK)"
5
Press "Save" to Activate Credentials 第二步点击“Save”保存并启用数据入库
Press Save. Credentials are saved encrypted into SQLite/Postgres. The TopNav status indicator transitions to LIVE SYNC: HEALTHY. 点击 Save。凭据将安全加密写入数据库，顶部指示灯随即变为 LIVE SYNC: HEALTHY（同步健康）。
Final Commit:
👉 Press:
PROCEDURE V2-B

Two-Factor Authentication: TOTP App Setup & Login Challenge 双因子安全认证：TOTP 身份验证器开通与登录二次鉴权

📍 Profile (/profile) > Two-Factor Authentication (TOTP) & Login (/login)

Account 2FA utilizes standard TOTP Authenticator Apps (e.g. Google Authenticator, Microsoft Authenticator, 1Password). TOTP is disabled by default for newly registered/invited accounts. Operators log in with their password first, then enable TOTP within their Profile page. 账号级 2FA 全面采用标准的 TOTP 身份验证器应用（如 Google Authenticator、微软身份验证器或 1Password）。 新账号初始状态默认为已禁用 (Disabled)。用户使用账号密码登录后，可在个人主页（Profile）中自主开启绑定。

2FA Scope / 应用场景 Mechanism / 认证技术形式 Activation Lifecycle / 开通与生命周期 Where Configured / 入口位置
1. User Login TOTP (人员登录2FA) Rolling 30s 6-digit code (Google/Microsoft Authenticator) Disabled by default. User logs in with password, activates in Profile, then required on future logins. Sidebar > Profile > Two-Factor (TOTP)
2. BO Integration 2FA (包网对接静态码) Static 6-digit Secret PIN Provided by the JK Support Team; used for automated background data ingestion. TopNav > Brand Switcher > BO Credentials (Procedure V2)
1
Step 1: Open Profile & Click "Enable TOTP" 第一步：前往个人中心点击“Enable TOTP”
Open Profile (/profile). Under the Two-factor authentication (TOTP) card, the status is currently Disabled. Click the Enable TOTP button. 点击侧边栏 Profile (/profile) 进入个人中心。在 Two-factor authentication (TOTP) 卡片中，当前状态显示为 Disabled。点击右下角的 Enable TOTP 按钮。
Two-factor authentication (TOTP)
Status: Disabled
Scan the QR code with an authenticator app, then enter the 6-digit code it generates to finish enrolling.
👉 Press:
2
Step 2: Scan QR Code with Authenticator App 第二步：使用手机身份验证器扫描二维码
The system generates a 256x256 QR code with a 10-minute setup window (Setup expires in 10:00). Open Google Authenticator, Microsoft Authenticator, or 1Password and scan the QR code (or copy the manual secret key). 系统生成 256x256 规格二维码并启动 10 分钟有效倒计时（Setup expires in 10:00）。打开 Google Authenticator、微软身份验证器或 1Password 扫描屏幕二维码（或手动复制 Setup key 秘钥串）。
Setup expires in 10:00
Scan this QR code with your authenticator app, then enter the current code below. Refreshing or closing this page resets the incomplete setup.
Setup key (manual entry):
JBSWY3DPEHPK3PXP
3
Step 3: Key in 6 Numbers & Click "Verify and enable" 第三步：输入 6 位验证码并点击“Verify and enable”
Enter the 6-digit numeric code from the authenticator app into the Authenticator code field, then click Verify and enable. System confirms with green toast: "2FA enabled". 输入验证器 App 显示的 6 位数字验证码至 Authenticator code 输入框，点击 Verify and enable。系统校验成功并弹出绿色提示："2FA enabled"。
Authenticator code:
849201
👉 Press:
4
Step 4: Backup Emergency Recovery Codes 第四步：备份应急单次恢复码 (Recovery Codes)
The system generates 10 single-use recovery codes. Click Download to save them as totp-recovery-codes.txt or Copy to store them in your secure password vault. Each recovery code can be used once if your mobile device is lost. 系统即时生成 10 个应急单次恢复码。点击 Download 下载保存为 totp-recovery-codes.txt 或点击 Copy 复制至加密密码库。若手机丢失或无法使用验证器，可直接使用单次恢复码登入系统。
Save your recovery codes now. Each code can be used once.
a1b2-c3d4e5f6-g7h8 i9j0-k1l2m3n4-o5p6
👉 Actions:
5
Step 5: Password Required to Authorize Changes or Disabling 第五步：修改或禁用 2FA 必须输入当前登录密码确认
When active, the card displays Status: Enabled · Recovery codes remaining: 10. To disable 2FA or regenerate recovery codes, entering your account's Current password is strictly mandatory before clicking Regenerate recovery codes or Disable 2FA. 开启后，卡片状态变更为 Status: Enabled · Recovery codes remaining: 10。若后续需要重新生成恢复码或关闭 2FA，系统强制要求输入当前登录密码 (Current password) 进行身份安全校验，随后方可执行 Regenerate recovery codes 或 Disable 2FA 操作。
Status: Enabled · Recovery codes remaining: 10
Current password (required to disable or regenerate):
••••••••••••
👉 Authorized Actions:
6
Step 6: Subsequent Logins: 6-Digit Authenticator Challenge 第六步：日常登录输入 6 位验证码完成双因子二次认证
On future logins, entering your username and password at /login transitions to the 2FA Challenge card. Enter the current 6-digit TOTP code (or an emergency recovery code) and click Verify and sign in. 后续日常登录时，在 /login 输入账号密码后，系统将自动展开 2FA 挑战验证卡片。输入验证器 6 位实时动态码（或应急恢复码）后点击 Verify and sign in 即可进入控制台。
Authenticator code or recovery code:
4 9 2 0 1 8
👉 Press:
3
Scan Secret in Authenticator App & Submit Code 第三步：在手机身份验证器中绑定秘钥并输入 6 位数验证码确认
Add the generated secret string or scan the QR code using Google Authenticator or Microsoft Authenticator. Input the current 6-digit code shown in the app, and click Enable TOTP. Download the generated totp-recovery-codes.txt emergency backup file. 在 Google Authenticator 或微软验证器中扫描界面二维码或手动录入秘钥串。输入 App 当前生成的 6 位实时动态码，点击 Enable TOTP。系统将生成并提示下载 totp-recovery-codes.txt 应急备用恢复码。
Secret Key:
JBSWY3DPEHPK3PXP
Current 6-Digit TOTP:
[ 8 4 1 9 2 0 ]
Confirm:
👉 Press:
4
Future Logins: Provide 6-Digit TOTP Code 第四步：后续登录输入 6 位 TOTP 动态码完成二次认证
Once enabled, entering your password at /login transitions to the 2FA Challenge screen. Open your Authenticator app, type the 6-digit code, and enter your workspace securely. 开通后，每次登录在校验密码成功后将自动展开 TOTP 验证窗口。打开手机验证器输入最新的 6 位数验证码即可安全登入控制台。
PROCEDURE V3

Invite Staff Members & Manage Users (/staff-setup/:code) 邀请团队成员与新员工引导入职 (/staff-setup/:code)

📍 / > Sidebar > Management > Users

Onboard operations, financial analysts, and marketing staff to your organization. Supports direct user account provisioning as well as individualized setup codes routing them through /staff-setup/:code. 邀请运营、财务分析师及市场推广人员加入组织。支持管理员直接开通成员账号，或生成专属激活码引导其进入 /staff-setup/:code 设置个人密码并开通工作台。

1
Method A: Direct Account Creation ("+ New User") 方式 A：管理员直接创建账号 ("+ New User")
In Sidebar > Management > Users, click the + New User button in the User Management card header. In the modal, fill Email, temporary Password (≥8 chars), Status (active), select Role, and define Brand Access (All brands or Restricted with clickable chips). Click Save. 在 Sidebar > Management > Users 页面，点击用户管理卡片右上角的 + New User 按钮。在弹窗中录入员工邮箱、初始密码（≥8位字符）、状态（active）、选择所属角色，并设定品牌权限（全部品牌或限定勾选品牌），点击 Save 保存。
Email:
analyst@organization.com
Password:
•••••••••••• (≥8 chars)
Brand Access:
Brand 1 Brand 2
Submit:
👉 Click:
2
Method B: Issue Staff Setup Invite ("+ Invite") 方式 B：派发员工自助入职邀请链接 ("+ Invite")
In the Staff Invites card below the table, click + Invite. Enter optional target email, choose role (staff or marketer), set validity days (1–30, default 7), and choose brand scope. Click Create invite. The URL is automatically copied to your clipboard. 在表格下方的 Staff Invites 区域，点击 + Invite 按钮。填入可选的目标邮箱、分配角色（staff 或 marketer）、设定有效天数（1-30天，默认7天）并划定品牌范围。点击 Create invite，系统自动生成专属链接并拷贝至剪贴板。
Target Email:
marketer@organization.com [Optional]
Expires:
7 days
Generated Link:
https://app.organization.com/staff-setup/inv_7b29e01a8
3
Staff Member Sets Password & Accesses Workspace 员工进入专属激活页面完成密码设置并登入
The employee visits the setup link, which loads StaffSetup.tsx. They define their secure password, confirm, and are immediately authenticated into the vendor dashboard. 新员工打开专属激活链接访问 StaffSetup.tsx 页面。员工自行输入强密码并确认，系统即时完成建档并自动登录进入工作台。
Staff Setup Screen:
New Password Input → Click: Complete setup
PROCEDURE V4

Configure Roles & RBAC Permission Matrix 配置企业角色与 RBAC 权限访问矩阵

📍 / > Sidebar > Management > Roles

Fine-grained control over report visibility, export rights, and configuration privileges according to company operational compliance. 依据企业内控安全合规标准，细粒度分配每个职能岗位的报表查看权、名单导出权及参数修改权。

1
Inspect Role Directory & System Owner Role 查看角色列表与系统内置 Owner 超管角色
Navigate to Sidebar > Management > Roles tab. Review existing roles: the immutable system Owner role (holds all permissions) and any tenant custom roles. 进入 Sidebar > Management > Roles 页面。查看已有角色卡片：包含不可删除的系统内置 Owner 角色（具备全量权限）以及商户自定义角色。
System Role:
Owner [System · 36 Permissions · 1 Assigned User]
2
Create Custom Role ("+ New Role") 创建自定义岗位角色 ("+ New Role")
Click + New Role. Enter the role Name (e.g. Risk Officer), Key (auto-slugified, e.g. risk_officer), and toggle specific permissions checkboxes. Click Save. 点击卡片右上角的 + New Role 按钮。输入角色名称（如 Risk Officer）、唯一标识符（如 risk_officer）并勾选授予的具体权限复选框，点击 Save 保存。
Role Name:
Risk Officer
Assigned Perms:
members.view, transactions.view, settings.view [3 Permissions]
Action Target:
👉 Click:
3
Audit Categorized Permission Matrix 核对分类呈现的全局权限访问矩阵
Scroll down to the Permission Matrix card. Permissions are grouped by module category: performance, members, transactions, channels, methodFees, gameProviders, settings, and users. Verify that green checkmark chips align with your company compliance standards. 向下滚动至 Permission Matrix 卡片。权限按模块前缀分类展示：包含 performance、members、transactions、channels、methodFees、gameProviders、settings 及 users。确认绿色对勾与企业安全规范一致。
Permission Code Functional Scope / 功能范围 Owner Admin Operator Analyst Viewer
performance.view Executive Overview & KPIs ✅✅✅✅✅
members.view Player Profiles & Segments ✅✅✅✅✅
members.export Export CRM Spreadsheets ✅✅✅❌❌
channels.view Channel Attribution & ROI ✅✅✅✅❌
methodFees:view Payment Gateway Deductions ✅✅❌✅❌
gameProviders:view Game Studio Splits & RTP ✅✅❌✅❌
settings.edit Risk % & Exclusion Rules ✅✅❌❌❌
users.view / edit Manage Staff & Brand Credentials ✅✅❌❌❌
PROCEDURE V5

Study & Interpret Executive Performance KPIs (GMT+8 Anchor) 解读核心运营大盘 (Executive Performance) 与财务指标 (GMT+8 锚点)

📍 / > Sidebar > Performance

The primary command center for business owners and general managers. Answers immediate questions: How much cash was generated today? Are we profitable? Which payment gateways are trending? 管理层与运营总监的首要驾驶舱面板。回答核心商业问题：今日净现金流表现如何？当前胜率与亏损比率是否正常？各支付通道入款占比如何？

1
Verify Date Range & GMT+8 Today Anchor 核实统计时间周期与 GMT+8 今日锚点
Confirm your time filter selection: Today, Yesterday, 7D, 30D, or custom range. Note that the daily calendar resets strictly at 00:00:00 GMT+8. 在时间栏确认筛选范围：今日 (Today)、昨日 (Yesterday)、7日 (7D)、30日 (30D) 或自定义区间。系统每日结账严格以 GMT+8 凌晨 00:00:00 为分界点。
Period Selector:
2
Read 4 Core KPI Summary Cards 解读四大核心 KPI 摘要卡片
• Net Cash Flow: Gross Deposits + Gross Withdrawals (withdrawals stored as negative values).
• Gross Deposits: Total approved incoming player deposits.
• Withdrawals: Total approved player payouts.
• Margin %: Net Cash Flow ÷ Gross Deposits. • 净现金流 (Net Cash Flow)：总充值 + 总提款（提款在数据库中记为负数）。
• 总充值 (Gross Deposits)：全网玩家入款批准总额。
• 总提款 (Withdrawals)：出款出账总额。
• 利润率 / 亏损率 (Margin %)：净现金流 ÷ 总充值。
Net Cash Flow:
+$248,650.00
Gross / Withdraw:
Dep: $412,000.00 · W/D: -$163,350.00
Margin %:
60.35% · NORMAL
3
Inspect Risk Tier Alert Badge 研判风控风险分级标识 (Risk Chips)
• PROFIT (<0%): House in strong net-win position.
• NORMAL (0%–50%): Standard commercial operation.
• MID RISK (50%–75%): Elevated withdrawal payouts.
• HIGH RISK (≥75%): Extreme payout alert; investigate transaction anomalies immediately. • PROFIT (盈利) (<0%)：庄家大胜，处于极佳盈利状态。
• NORMAL (正常) (0%–50%)：常规健康商业运营区间。
• MID RISK (中风险) (50%–75%)：玩家出款偏多，需提高关注度。
• HIGH RISK (高风险) (≥75%)：红线预警，立即检查是否有博弈作弊或套利行为。
PROCEDURE V6

Audit Transactions & Gateway Reconciliation 交易明细流水审计与支付网关对账

📍 / > Sidebar > Transactions

Granular transaction inspection ledger. Search individual deposits, crypto txids, manual bonus grants, and withdrawal approvals across all payment gateways. 高精度的交易记账明细。支持按会员账号、订单号、加密货币哈希、红利补单及支付通道流水进行联合交叉检索。

1
Search by Username, Order ID or Crypto Txid 按玩家账号、订单号或链上哈希交叉检索
In Sidebar > Transactions, enter player username (e.g. vip_player_88), system transaction ID, or blockchain transaction hash in the search field. 进入 Sidebar > Transactions 页面。在顶部搜索框输入玩家账号（如 vip_player_88）、系统单号或区块链哈希。
Search Input:
vip_player_88 [Match Username]
2
Filter by Transaction Type & Payment Method 按交易类别 (存/提/红利) 与支付通道细分筛选
Filter by Type (Deposit, Withdrawal, Bonus) and gateway method (e.g. USDT-TRC20, FPX Relay, Direct Credit). Verify settled amounts against external gateway receipts. 选择类型（充值、提款、人工红利）及支付渠道（如 USDT-TRC20、网银转账、第三方中继）。核对实收实付金额与上游渠道对账单是否吻合。
Type & Gateway:
Type: Deposit · Method: USDT-TRC20 · Status: completed
PROCEDURE V7

Analyze Player Lifecycle, FTD & VIP Tiers 分析会员生命周期、首充转化 (FTD) 与 VIP 跃迁

📍 / > Sidebar > Members

Track the journey of players from registration: First-Time Deposit (FTD) conversion velocity, Daily/Weekly/Monthly Active Users (DAU/WAU/MAU), and high-roller VIP progression. 追踪会员从注册入驻的完整成长轨迹：首充转化率（FTD）、活跃会员（DAU/WAU/MAU）以及大额高净值 VIP 的升降级动态。

1
Monitor FTD Conversions & Active User Ratios 监控首充 (FTD) 转化速率与活跃留存比 (DAU/WAU/MAU)
In Sidebar > Members, inspect today's First-Time Deposit (FTD) volume and the active ratio gauges (DAU/MAU stickiness). 在 Sidebar > Members 面板中，审查今日新注册首充人数及粘性活跃指标（DAU 与 MAU 比值）。
FTD Count:
+48 Players (FTD Rate: 34.2%)
2
Click Player Username to Open Comprehensive Dossier 点击会员账号展开专属全维档案弹窗
Click any username row to open the Player Profile modal. Review lifetime deposit volume, withdrawal ratio, preferred game providers, and individual risk score chip. 点击任意玩家账号可呼出全息档案弹窗，查看该玩家的历史累计充值、累计提款、常玩游戏厂商及个人风控评级。
Player Dossier:
vip_king99 · VIP Level 5 (Gold) · LTV: $84,200 · Risk: NORMAL
PROCEDURE V8

Target Behavioral Segments & Export CRM Campaign Lists 行为分群、活跃天数矩阵与 CRM 营销名单导出

📍 / > Sidebar > Segments (Member Trends)

Cluster players into operational recency buckets (e.g. Active 1–7D, Slipping 8–14D, Dormant 15–30D, Churned 30D+). Export qualified player lists directly to Excel for SMS/VIP outreach. 基于 RFM 活跃度将玩家自动聚类至分层时间桶（如 高频活跃 1-7天、开始流失 8-14天、深度沉睡 15-30天）。支持一键导出对应人群名单供电销或短信触达。

1
Inspect 4 Recency Cohort Cards 审视四大基于未登录天数的行为分群卡片
In Sidebar > Segments, view the player volume across the 4 configured recency buckets: Active (1–7 Days), Slipping (8–14 Days), Dormant (15–30 Days), and Churned (>30 Days). 在 Sidebar > Segments 页面，观察 4 组活跃分层卡片的玩家总数：高频活跃 (1-7天)、面临流失 (8-14天)、深度沉睡 (15-30天) 以及 已流失 (>30天)。
Target Cohort:
Slipping (8–14 Days Inactive): 1,240 Members · Potential Lost Cashflow
2
Click Cohort Card to Drill Down into Player Modal 点击卡片下钻展开玩家明细模态列表
Click directly on the target cohort card (e.g. Slipping 8–14 Days). A drilldown modal opens listing all qualifying players, their lifetime deposit total, last login timestamp, and VIP tier. 点击目标卡片（如 Slipping 8-14天）。系统展开弹窗列表，详细列出该群体内所有玩家的账号、历史累计充值金额、最后上线时间及所属 VIP 级别。
3
1-Click "Export Members (Excel)" for CRM Re-engagement 一键点击 "Export Members (Excel)" 下载营销召回底册
Click Export Members (Excel) in the modal header. The system generates and downloads a clean .xlsx workbook formatted for SMS gateways or VIP customer success re-engagement. 点击弹窗顶部的 Export Members (Excel) 按钮。系统将自动生成并下载标准 .xlsx 格式表格，无缝对接短信网关或专属电销团队开展召回挽留。
Action Target:
👉 Click:
PROCEDURE V9

Evaluate Marketing Channels, CPA & Affiliate ROI 评估获客推广渠道、CPA 获客成本与代理 ROI 归因

📍 / > Sidebar > Channels

Attribute player registrations and deposits back to original acquisition sources (Google SEO, Telegram Affiliates, Influencer promo codes). Computes true Channel Efficiency Ratio and Net Return. 将玩家充值流水精准归因到原始引流入口（搜索优化、纸飞机代理、网红KOL推荐码）。自动计算各渠道的投入产出比与净创收效率。

1
Review Channel Attribution Breakdown 审查各渠道获客与入款归因大盘
In Sidebar > Channels, review performance across channels defined in Brand Settings: registered member count, gross deposits, and bonus allowances granted. 在 Sidebar > Channels 页面，查看在品牌设置中绑定的各引流渠道成效：包含注册人数、充值流水总额及送出的红利彩金支出。
Channel Row:
SEO Organic: 420 Players · Gross: $890,000 · Bonus: $21,000
2
Calculate Channel Efficiency Ratio 核算渠道效率比 (Net Cash Flow ÷ Bonus Given)
Evaluate the Channel Efficiency Ratio (Net Cash Flow ÷ Bonus Given). Channels yielding high net cash with minimal bonus drag represent your highest ROI traffic funnels. 评估渠道产出效率比（净现金流 ÷ 红利支出）。高净入款低红利占比的渠道即为您投入产出比最高的优质获客源。
PROCEDURE V10

Game Provider Data Sync & Revenue Share Fee % Setup 游戏厂商数据同步与抽成分成比例设置 (Game Providers & Revenue Share)

📍 / > Sidebar > Cost Analysis > Game Providers (/game-providers)

The Game Providers console gives full visibility into upstream game studio performance (e.g. PG Soft, Evolution Gaming, JILI, Pragmatic Play, CMD Sports). Operators sync aggregated deposit/withdrawal transaction snapshots from the BO site, auto-discover new wallet keys, and define contractual Revenue Share % fees to calculate net vendor costs. 游戏供应商分析控制台提供各上游游戏厂商（如 PG电子、Evolution真人、JILI、Pragmatic Play、CMD体育）的全面业绩透视。 运营团队可从包网后台自动拉取各游戏钱包的存提款汇总快照，自动发现新上线厂商，并配置约定的抽成分成比例 (Revenue Share %) 以精准核算厂商成本与净利润。

📋
Pre-requirements & Access Checklist:前置条件与权限核查清单：
• Plan Subscription Module: Organization plan must have the game_providers module enabled. If hidden, contact a System Admin.企业当前套餐必须包含 game_providers 模块；若侧边栏未显示，请联系超管升级套餐。
• Operator Permission: Your user account must have gameProviders:edit permission (to trigger sync and set fee %) or gameProviders:view (to view summaries).当前用户需具备 gameProviders:edit 权限（可发起同步与设定费率）或 gameProviders:view（仅查看权限）。
• Active BO Credentials: Brand must already have active BO Credentials configured with boEnabled: true (Procedure V2). The background sync service utilizes these credentials to call the upstream BO /reports/siteTransaction API.当前品牌已在顶部完成 BO 凭证绑定且状态处于 boEnabled: true（参见 Procedure V2）。同步引擎将借由此凭据自动调用上游 BO /reports/siteTransaction 接口。
🔄 Part 1: Syncing Game Provider Data from BO 第一部分：从包网后台同步厂商数据流程
1
Open Game Providers & Configure Sync Panel 第一步：进入 Game Providers 页面并配置同步参数
In the left sidebar, click Cost Analysis > Game Providers. In the top Sync from BO panel, select your aggregation period type: Monthly (recommended), Weekly, or Daily. 在左侧导航栏点击 Cost Analysis（成本分析） > Game Providers（游戏厂商）。 在顶部的 Sync from BO 面板中，选择统计聚合粒度：Monthly（月度，推荐）、Weekly（周度） 或 Daily（日度）。
Period Granularity:
2
Set Start Date (sDate) & End Date (eDate) 第二步：选择同步起止日期范围 (sDate 与 eDate)
Select the target date interval (e.g. 2026-03-01 to 2026-03-31). Both start and end dates are required. 指定需要获取数据的起止日期（如 2026-03-01 至 2026-03-31）。起止日期均为必填项。
Start Date (sDate):
2026-03-01
End Date (eDate):
2026-03-31
3
Press "Sync from BO" Button 第三步：点击“Sync from BO”执行数据拉取与入库
Press the primary Sync from BO button. The system queries the upstream BO site transaction API, upserts deposits, withdrawals, and net totals, and auto-discovers newly added provider wallet keys. 点击 Sync from BO 按钮。系统将发起异步任务从包网接口拉取各游戏厂商流水快照并合并写入数据库，同时自动识别发现新增的游戏钱包代码。
Trigger Action:
👉 Press:
Expected Success Toast: ✅ Toast: "Synced 142 rows (3 new wallet keys discovered)"
💰 Part 2: Configuring Revenue Share Fee Percentage (%) 第二部分：配置游戏厂商抽成/分成比例 (%) 步骤
4
Locate Provider in Settings Table 第四步：在下方厂商设置表中定位目标厂商代码
Scroll down to the Game Provider Settings table. All auto-discovered wallet keys (e.g. PG, EVO, JILI, PP, CQ9) are listed with their active statuses. You can use the search bar to filter by wallet code. 在同一页面向下滚动至 Game Provider Settings 设置表。所有已自动发现的厂商代号（如 PG、EVO、JILI、PP、CQ9）均展示在列表中。支持通过搜索框快速筛选。
5
Input Revenue Share % & Friendly Display Name 第五步：输入抽成百分比 (Revenue Share %) 与友好别名
In the Revenue Share % column, enter the contractual fee percentage negotiated with the game provider (e.g. 12.5 for 12.5%, or 15 for 15%). Must be between 0 and 100. You can also enter a friendly Display Name (e.g. "Pocket Games Soft"). 在 Revenue Share % 列中输入与上游游戏厂商约定的合同抽成分成百分比（如 12.5 代表 12.5%，或 15 代表 15%）。有效取值范围为 0 至 100。 同时可在 Display Name 列输入方便辨识的企业全称（如 "Pocket Games Soft"）。
Wallet Key: PG
Display Name:
PG Soft (Pocket Games)
Revenue Share % (Contractual Fee):
12.5 %
Active State:
6
Press Inline "Save" Button & Verify Fee Breakdown 第六步：点击单行右侧的“Save”保存并查看抽成对账
Click the inline Save button on the row. The system saves the fee rate to SQLite/Postgres. The Summary tables immediately update and display the deducted fee amount using the formula: 点击该行右侧的 Save 按钮。费率将保存入库，上方的汇总表（Summary Table）即刻按如下公式实时重算各厂商的抽水开销与留存利润：
Provider Fee = Net Total × (Revenue Share % ÷ 100)
Commit Action:
👉 Press:
Summary Impact: Net: ,000.00 ➔ Rev Share Fee (12.5%): ,500.00 ➔ Net Retained: ,500.00
PROCEDURE V11

Benchmark Performance in Brand Comparison Mode 在多品牌对标模式 (Brand Comparison) 下进行横向PK

📍 / > Sidebar > Compare Brands

Overlay KPIs from 2 or 3 operating brands side-by-side to compare player acquisition velocity, margin defense, and payment success rates. 将旗下 2 至 3 个独立品牌的关键指标并排同屏对比，直观洞察各品牌的获客增速、盈利率与支付成功率差异。

1
Select Operating Brands to Benchmark 在对比选择器中勾选需对标的 2 至 3 个品牌
Navigate to Sidebar > Compare Brands. In the top filter bar, pick 2 or 3 brands from your organization's brand portfolio. 访问 Sidebar > Compare Brands。在顶部过滤器中选择企业组织名下的 2 或 3 个品牌。
Selected Brands:
Brand 1 Brand 2
2
Analyze Comparative Cash Flow & Margin Visualizations 对比各品牌净现金流、利润率与玩家增速柱状图
Review side-by-side bar charts showing deposit volumes, withdrawal pressures, and net profit margins across brands for the selected timeframe. 对比查看各品牌的入款规模、出款承压及净利润率柱状对比图，评估各运营团队的业绩达成度。
Benchmark View:
Brand A: Margin 62% ($248k Net) vs Brand B: Margin 48% ($110k Net)
PROCEDURE V12

Adjust Brand Risk Thresholds, Retention & Recency Buckets 动态调优品牌风控阈值、留存周期与活跃时间桶 (Brand Settings)

📍 / > TopNav > Brand Switcher > Brand Settings

Customize quantitative thresholds per brand: High Risk % and Mid Risk % triggers, the calculation window for active member retention (e.g. 30 days), and recency bucket spans. 为每个品牌量身定制量化阈值：高亏损风险报警线、留存达标天数（默认30天）以及活跃度切片分层。

1
Open Brand Settings Panel via TopNav Gear Icon 通过顶部品牌切换器中的齿轮图标打开品牌设置面板
Open the TopNav Brand Switcher, hover over the gear icon on the active brand, and click Brand Settings. A wide modal opens loading BrandSettingsPanel.tsx. 点击顶部品牌切换器，在当前品牌右侧点击齿轮图标，选择 Brand Settings。宽幅模态窗口展开并加载 BrandSettingsPanel.tsx。
Action Target:
👉 Click:
2
Configure Risk Thresholds & Check Live Preview Chips 配置高/中风险百分比阈值并核实即时预览胶囊
In the Risk Thresholds card, set High Risk % (e.g. 75) and Mid Risk % (e.g. 50). Note: High must be > Mid, and High ≤ 100%. Live chips immediately reflect: High ≥75%, Mid 50–75%, Normal 0–50%, Profit <0%. Click Save Risk. 在 Risk Thresholds 卡片中，输入高风险线（如 75%）与中风险线（如 50%）。注意高风险必须大于中风险且≤100%。预览胶囊即刻联动：高风险 ≥75%、中风险 50-75%、正常 0-50%、盈利 <0%。点击 Save Risk。
Risk Inputs:
High: 75% · Mid: 50% → Preview: High ≥75% Mid 50-75% Normal 0-50%
Save:
👉 Click:
3
Configure Retention Settings & Recency Buckets 配置留存达标天数与活跃天数切片 (Recency Buckets)
Set retention threshold (e.g. 30 Days, basis: Last Visit Date). Next, in Recency Buckets, set Bucket 1 (e.g. 7d), Bucket 2 (14d), and Bucket 3 (30d). Buckets must strictly increase. Click Save Retention and Save Recency. 设置留存门槛天数（如 30天，基准为最后访问日期）。接着在 Recency Buckets 中分别设置时间桶 1（7天）、桶 2（14天）及桶 3（30天）。各时间桶必须严格递增。分别点击保存。
Recency Buckets:
B1: 7d · B2: 14d · B3: 30d → Chips: ≤7d · 8-14d · 15-30d · >30d
PROCEDURE V13

Filter Test Accounts with Member Exclusions & Wildcards 配置测试账号与内部名单过滤 (Member Exclusions & Rules)

📍 / > TopNav > Brand Switcher > Brand Settings > Exclusions

Prevent internal QA testing or company staff transactions from inflating operational revenue figures. Automatically strips excluded member records from all KPI totals, charts, and exports. 防止研发内部测试或员工自测存提款扰乱真实运营大盘。被排除的会员将自动从所有 KPI 指标、趋势图表及名单导出中实时剔除。

1
Add Manual Excluded Member IDs 在手动黑名单中添加特定会员账号 ID
In Brand Settings, scroll down to the Excluded Members card. In the input field, enter a player ID (e.g. qa_tester_01) and click Add (or press Enter). The ID is added as a removable chip tag. 在品牌设置弹窗向下滚动至 Excluded Members 卡片。在输入框输入玩家 ID（如 qa_tester_01）并点击 Add（或回车）。该 ID 将立即以带 ✕ 删除按钮的胶囊标签呈现。
Manual ID Input:
qa_tester_01 → Click: Add
Active Exclusions:
qa_tester_01 ✕ staff_dummy_02 ✕
2
Define Auto-Apply Wildcard Patterns 设定按规则自动匹配的通配符过滤规则
In the grid below, input comma-separated matching patterns (auto-saves on blur):
• Name contains: test, demo, qa
• Referrer contains: internal, staging
• Phone contains: 000000, 999999
• Exact user IDs: uid1, uid2 在下方网格中输入以逗号分隔的通配符特征（输入框失焦时自动保存生效）：
• 用户名包含 (Name contains)：test, demo, qa
• 推荐来源包含 (Referrer contains)：internal, staging
• 手机号包含 (Phone contains)：000000, 999999
• 精确会员ID (Exact user IDs)：uid1, uid2
Auto Rule:
Name contains: test, demo, qa [Auto Applied to All Reports]
3
Verify Immediate Exclusion from KPIs & Exports 确认大盘指标与名单导出即刻剔除测试流水
Close the modal. The system automatically recalculates Performance KPIs, member cohorts, and transactions, ensuring internal testing activity never contaminates business decisions. 关闭模态框。系统底层查询自动应用过滤子句，所有看板、图表及 CRM 导出文件均即刻排除该批测试账号的干扰。
🛠️ Troubleshooting & Error Code Matrix 常见故障与错误代码排查矩阵
Symptom / Error Code Root Cause / 根因剖析 Immediate Resolution Procedure / 紧急处置方案
EMAIL_HOST_NOT_CONFIGURED The system does not know which base domain to construct for invite links. Go to /system/settings. Enter your production frontend web domain in Default Invite Host (e.g. analytics.jk8.io) and click Save.
LICENSE_SUSPENDED (402) The tenant organization has been suspended by system superadmins. Contact Platform Superadmins. An admin must visit /system/orgs and switch status back to Active.
BO API AUTHENTICATION FAILED Invalid Merchant ID, wrong BO staff credentials, or expired 2FA passcode. Verify Merchant ID and 2FA code with Support. Re-verify the sync staff account inside the BO Site's Manage Staff module.
Numbers Look Wrong / Out of Sync Brand filter mismatch, pending backfill queue, or unexcluded test deposits. 1. Check TopNav brand selection. 2. Verify GMT+8 date range. 3. Check GlobalSyncStatus to ensure backfill has completed. 4. Verify test accounts in Exclusions.
High Risk Alert Triggered Win/Loss ÷ Deposit ratio has exceeded the configured risk threshold (default 75%). Inspect recent game bets in Transactions. Escalate to anti-fraud / risk team to verify whether player engaged in bonus arbitrage or bot gameplay.
📖 System Glossary & Key Formulas 系统核心名词术语与关键计算公式
Net Cash Flow (净现金流)
Deposit Total + Withdraw Total
Remember: Withdrawals are stored as negative numbers in the JK8 database engine.
Platform Margin / Risk (亏损盈利率)
Net Cash Flow ÷ Gross Deposit
Represents the percentage of player deposits retained by the gaming operator.
Recency Buckets (活跃时间桶)
Days Elapsed Since Last Deposit
Defaults to 1–7D (Active), 8–14D (Slipping), 15–30D (Dormant), and 30D+ (Churned).
First-Time Deposit (FTD 首充)
Earliest Successful Deposit Record
Crucial conversion metric measuring user acquisition funnel efficiency.