Financial Plan Narrative

Live Standard plan or higher · Team member

Industry: Wealth Advisory: this app appears only in company workspaces set up for that vertical.

Narratives for financial plans and recommendations.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Financial Plan Narrative source text (required), textarea field in the workspace
• Focus areas (optional), multiselect field in the workspace
• Detail level (optional), radio field in the workspace

Primary action button: Generate summary

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Financial Plan Narrative under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Fill Financial Plan Narrative source text: On the Intake tab, enter Financial Plan Narrative source text (required). Required fields are marked with *.
7. Fill Focus areas: On the Intake tab, enter Focus areas (optional). Required fields are marked with *.
8. Fill Detail level: On the Intake tab, enter Detail level (optional). Required fields are marked with *.
9. Run the app: Click Generate summary. Output appears on the Result tab with download and regenerate options.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Financial Plan Narrative source text

[Financial Plan Narrative · wealth_advisory] Paste a contract, policy, report, or letter excerpt (2–3 paragraphs). The app returns a structured summary with key dates and risks, not legal advice.

Paste policy, contract, or report text: or click Use sample inputs to load a demo, then edit before you run.

Focus areas

coverage limits, exclusions, renewal date, and action items

Tell the AI what sections or risks to emphasize in the summary.

Detail level

Standard

Brief for quick scan; Detailed for file notes.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Summarize for a client email in plain language (no legalese).
• List only deadlines, dollar amounts, and party names found in the text.
• Highlight exclusions and risks an agent should double-check.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (summary)

• Overview: 2–3 sentences on document type and parties
• Key terms: Coverage limits, dates, amounts you provided
• Risks / gaps: Exclusions or missing data called out explicitly
• Next steps: What a human should verify before client use

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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