Wealth Recon

Why edit

Wealth Recon assembles every dossier from public sources. Public sources are sometimes stale, sometimes incomplete, and occasionally just wrong. When you have better information from your own client conversations or from your own firm's records, your edit is the highest-quality input the engine can receive. Your edit informs every future dossier in your firm on the same prospect, and aggregated anonymized signal informs the Master Person Index across other firms.

Where to edit

Every editable element in the reader supports an inline edit. The reader's center column (where the dossier text renders) is the editing surface.

Claims in any section.
Contact items (addresses, phone numbers, email).
Household entries (spouse, children, household members).
List items in any structured list.
Section ordering (drag-and-drop within the reader's right context panel).

The Source Manifest at Section 15 of the dossier is read-only. The methodology page explains why.

How to edit

Hover over the element you want to change. A thin pencil glyph appears in the right margin of the element. Click the glyph; the element replaces with a focused input field for short claims or a small rich-text editor for paragraph-level claims.

Type your correction. The field saves continuously: every keystroke debounces to a 500-millisecond background save. A small inline badge to the right of the input shows the save state.

Saving: "Saving" in light gray.
Saved: "Saved" in green with a checkmark.
Failed: "Failed, retry" in red. Click the inline retry to attempt the save again.

Click outside the field, or press the Escape key, to close the editor. The edited element renders with your correction plus a small footnote below it: "edited by [your name] on [date]" in light italic.

What gets recorded

Every edit attributes by your name and timestamps the moment of save. The audit log at the Account page surfaces every edit in your tenant in reverse chronological order: the section, the field, the previous value, the new value, the editor's name, and the timestamp.

Edits within the thirty-day reversion window can be reverted from the audit log. Each entry within the window carries a small Revert link; clicking it reverts the field to the prior value and adds a new audit-log entry recording the reversion. Edits past the window can be superseded by a new edit but cannot be reverted directly.

What edits do NOT do

Edits do not change the underlying public source. The Source Manifest at the back of the dossier still lists every Uniform Resource Locator that anchored the original claim.
Edits do not propagate to other advisors at other firms in identifiable form. Your edit informs the aggregated anonymized Master Person Index signal but is not visible to anyone outside your firm-tenant.
Edits do not refund the credit. The dossier shipped against your input; the edit improves the artifact, but the credit consumed at ship time stands.

What if I am wrong

Edit again. The system carries every prior version in the audit log so a reversed correction is one click. The product is built around the assumption that advisors and the engine both surface signal that the other might miss; edits flowing both directions is the design.

[CTA: Open the in-app reader]