Frequently Asked Questions
Common questions from relationship managers, family offices, and advisors using Sentinel.
Frequently Asked Questions
Getting Started
Q: How do I get access to Sentinel?
A: Your firm’s Admin provisions an account. You’ll receive an email with login credentials and MFA setup instructions. If you haven’t received one, contact your platform administrator.
Q: What browsers are supported?
A: Chrome 110+, Firefox 115+, Safari 16+, Edge 110+. Mobile browsers (iOS Safari, Chrome Mobile) are supported for viewing; document upload is best on desktop.
Q: Can I use Sentinel on my phone?
A: Yes, for chat and dashboard viewing. For document upload and detailed review, we recommend a desktop or tablet.
Documents & Extraction
Q: My CAS extraction failed. What should I check?
A:
- Is the file a PDF? (Images: JPG/PNG are supported but lower accuracy)
- Is the scan clear and complete? (Check page count matches)
- Is the file password-protected? (Remove passwords before upload)
- Try re-uploading at 300 DPI if it’s a scanned image
Q: Why is the confidence score low on some fields?
A: Low confidence usually means:
- Unusual document layout (new AMC, non-standard statement)
- Handwritten or stamped annotations
- Poor scan quality
- Multi-account statements with complex formatting
Edit the field manually. Your correction improves accuracy for future similar documents.
Q: Can I upload multiple documents at once?
A: Yes. Drag up to 20 files into the upload zone. They queue automatically by size and complexity.
Q: How long are my documents stored?
A: Default is 7 years, configurable by your Admin. You can delete documents anytime from the Documents panel.
Zen Chat
Q: Can Zen give investment advice?
A: No. Zen provides information, analysis, and education. It cannot recommend specific buy/sell actions. Every investment-related response includes a SEBI disclaimer.
Q: Can clients use Zen directly?
A: Yes, if your firm has enabled B2C or B2B2C access. Clients see a simplified interface with guardrails tailored for non-advisors.
Q: Does Zen remember previous conversations?
A: Yes, within a session. Sessions persist for 90 days. You can also search and reopen old sessions from the chat history panel.
Q: Can I export a chat thread?
A: Yes. Click Export in the chat header. Formats: PDF (client-ready), Markdown (internal notes), or JSON (system integration).
Reports & Analytics
Q: How often are NAVs updated?
A: End-of-day NAVs are fetched from AMFI and exchange feeds every evening at 7 PM IST. Intraday prices are available for direct equity via yfinance.
Q: Can I customize the portfolio review report?
A: Partially. You can select which sections to include, add custom commentary, and choose the benchmark. Full white-label customization (logo, colors) requires Admin access.
Q: What benchmarks are available?
A: Nifty 50, Nifty Midcap 100, Nifty Smallcap 100, CRISIL Hybrid 50+50, and custom benchmarks configured by your Admin.
Security & Privacy
Q: Who can see my client data?
A: Only you and users you explicitly share with. Platform Admins can see metadata (file names, upload times) but not content unless you share it.
Q: Is my data used to train AI models?
A: No. Your data is never used for model training. LLM calls are stateless; no document content is retained by the model provider.
Q: How do I request a data export?
A: Go to Settings → Data Export. You can export all your documents, chat sessions, and reports in ZIP format. Admin approval may be required for bulk exports.
Billing & Support
Q: How am I billed?
A: Per-tenant billing based on:
- Number of documents processed
- LLM tokens consumed
- Active users
Your Admin has access to the billing dashboard.
Q: What is the support SLA?
A:
- P1 (platform down): 1 hour
- P2 (feature broken): 4 hours
- P3 (how-to / question): 24 hours
Contact: support@centricity.co.in or via Zen WF4 Support Ops.
Still Have Questions?
- Open a chat in Zen and ask — it has access to this FAQ
- Email: support@centricity.co.in
- Schedule a training session via your Admin