Wealth Recon

Trust the instinct

If a dossier feels off, it probably is. Wealth Recon ships hundreds of facts in a single dossier, and the engine has every incentive to surface them confidently. The advisor's calibrated read on a prospect is the highest-quality check we have on any single ship.

Three responses, depending on what is off.

A specific fact looks wrong

Edit the fact inline. Hover the element, click the pencil glyph, type your correction, click outside the field. The save runs continuously and the corrected value renders immediately.

Your edit informs every future dossier in your firm on the same prospect. Aggregated anonymized signal informs the Master Person Index across other firms. The audit log preserves the prior value with attribution and timestamp; the edit is reversible inside the thirty-day reversion window.

If you do not yet have the right value (you know the original is wrong but cannot replace it), the inline-edit field accepts an empty string. The fact replaces with a "fact under review" placeholder. The advisor next to you will see the placeholder rather than the bad value.

The whole frame feels misaligned

If the dossier feels structurally off (the wrong subject, the wrong household composition, the wrong wealth-tier assumption), the inline-comment feature is the right tool.

Click the comment glyph at the section header. A side panel opens with a free-text input field. Write what feels off. Your comment attaches to the section it relates to so I can read it in context.

I read every inline comment during V2 friends-phase. If your comment surfaces a structural issue (the engine matched the wrong John Smith, the household sketch missed a recently-deceased spouse, the wealth-band assumed a sale that did not actually close), I will reach out within one business day with what I am doing about it. If the issue is recoverable inside the V2 build (a re-run with refined input, a fact correction that propagates across the firm-tenant), we will run that path together. If the issue exposes a deeper engine problem, your feedback informs the next build cycle.

You suspect the wrong subject was matched

The dangerous case is when every fact verifies against a real source, but the underlying person is not the prospect you intended. The disambiguation pre-pass is built to prevent this case, but no pre-pass is perfect.

Three signals point toward a wrong-subject match:

The household sketch does not match what your client referenced.
The professional history is missing a role you know the prospect held.
The age, the spouse name, or the city of residence contradicts what the client said.

If you suspect a wrong-subject match, the recovery path is:

Do not trust the dossier. Treat the artifact as if it were research on a different person until you have verified the match.
Re-run the dossier with refined input. Add the LinkedIn Uniform Resource Locator, the alma mater, the exact employer, and any nicknames. The disambiguation pre-pass will surface candidate cards if the second run cannot resolve to a single subject; pick the right candidate from the cards.
Email support@wealthrecon.com with the dossier identifier. The wrong-subject case is the one I want to see directly. Bryce will refund the credit and, if the issue exposes a tunable disambiguation pattern, will surface the lesson in a future engine update.

What NOT to do

Do not paper over a wrong fact with an inline edit and continue. The edit informs your firm's future dossiers, but the underlying source still says what it said. If the source is wrong, the edit is correct; if the engine matched the wrong person, the edit will compound the error.
Do not delete the dossier without first leaving an inline comment describing what felt off. The deletion eliminates the audit trail; the comment preserves the lesson.
Do not assume the engine is right because it is confident. Wealth Recon's confidence score reflects internal signal coverage and citation density; it does not measure the question "is this the right person."

The Source Manifest is the proof

When in doubt, the Source Manifest at the back of every dossier is the proof. Click any Uniform Resource Locator to open the source in a new tab and verify the claim against the underlying public record. If the source supports the claim, the engine is doing its job; if the source does not, you have surfaced an engine problem worth surfacing back to me.

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