User Guide

Welcome to Sentinel – the AI-powered platform built for wealth managers, private offices, and relationship managers. This guide walks you through everything you need to get started and make the most of the platform.

Getting Started

Your Journey at a Glance

Here is a quick overview of how you will use Sentinel from the moment you log in:

graph TD
    Start["Open Sentinel"]:::primary --> Login["Log In"]:::primary
    Login --> Dashboard["View Dashboard<br/>See your metrics"]:::success
    Dashboard --> Choice{"What do you<br/>want to do?"}:::warning
    Choice -->|"Process Documents"| Nexus["Go to Nexus"]:::secondary
    Choice -->|"Ask AI Questions"| Zen["Go to Zen"]:::secondary
    Nexus --> Upload["Upload PDF"]:::secondary
    Upload --> Wait["Wait for Processing<br/>Track progress"]:::secondary
    Wait --> Review["Review Extraction<br/>Securities, allocation"]:::success
    Review --> Export["Export to Excel"]:::success
    Zen --> NewChat["Start New Chat"]:::secondary
    NewChat --> Ask["Ask a Question"]:::secondary
    Ask --> Response["Get AI Response"]:::success

    classDef primary fill:#dbeafe,stroke:#3b82f6,color:#1e293b
    classDef secondary fill:#e0e7ff,stroke:#6366f1,color:#1e293b
    classDef success fill:#d1fae5,stroke:#10b981,color:#1e293b
    classDef warning fill:#fef3c7,stroke:#f59e0b,color:#1e293b
    classDef danger fill:#fee2e2,stroke:#ef4444,color:#1e293b
    classDef neutral fill:#f1f5f9,stroke:#64748b,color:#1e293b
    classDef highlight fill:#fae8ff,stroke:#a855f7,color:#1e293b
    classDef dark fill:#1e293b,stroke:#334155,color:#f8fafc

Logging In

Open your browser and navigate to sentinel.centricitywealth.tech
Enter your email address and password
Click Sign In

If you do not have an account, click Create Account and fill in your details. Contact your administrator if you need access.

The Dashboard

After logging in, you land on the Dashboard. This is your command center, showing key metrics at a glance:

Documents Processed – Total number of financial documents analyzed
Extractions – Number of successful data extractions completed
Success Rate – Percentage of documents processed without errors
AI Conversations – Total chat sessions with the Zen financial assistant

Below the metrics, the Activity Feed shows your most recent actions – uploads, extractions, and conversations – so you can quickly pick up where you left off.

Nexus – Processing Financial Documents

Nexus is Sentinel’s document intelligence engine. Upload your CAS statements, account statements, or portfolio reports, and Nexus will extract all securities holdings, asset allocation data, and account metadata automatically.

Supported Document Types

Nexus is designed to handle a variety of Indian financial documents. Here is what you can upload:

graph TD
    Upload["Upload a PDF"]:::primary --> Type{"Document Type"}:::warning
    Type --> CAS["Consolidated Account<br/>Statement (CAS)"]:::highlight
    Type --> MF["Mutual Fund<br/>Account Statement"]:::highlight
    Type --> Portfolio["Portfolio<br/>Holding Report"]:::highlight
    Type --> Demat["Demat Account<br/>Statement"]:::highlight

    CAS --> CASOut["Holdings, allocation<br/>NAV data"]:::success
    MF --> MFOut["Scheme holdings<br/>History, dividends"]:::success
    Portfolio --> PortOut["Security breakdown<br/>Value, gain/loss"]:::success
    Demat --> DematOut["Equity and bonds<br/>ISIN, quantity, value"]:::success

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    classDef secondary fill:#e0e7ff,stroke:#6366f1,color:#1e293b
    classDef success fill:#d1fae5,stroke:#10b981,color:#1e293b
    classDef warning fill:#fef3c7,stroke:#f59e0b,color:#1e293b
    classDef danger fill:#fee2e2,stroke:#ef4444,color:#1e293b
    classDef neutral fill:#f1f5f9,stroke:#64748b,color:#1e293b
    classDef highlight fill:#fae8ff,stroke:#a855f7,color:#1e293b
    classDef dark fill:#1e293b,stroke:#334155,color:#f8fafc

Step 1: Navigate to Upload

Click Nexus in the sidebar, then select Upload to open the document upload screen.

Step 2: Upload Your Document

Drag and drop your PDF file into the upload area, or click to browse your computer. Supported documents include:

Consolidated Account Statements (CAS)
Mutual fund account statements
Portfolio holding reports
Demat account statements

Step 3: Start Processing

Once your file is uploaded, click Start Processing. Nexus runs a 10-stage AI pipeline on your document:

Upload and file validation
Document classification (identifies the type of statement)
Text parsing and extraction
Content structure analysis
Securities and holdings extraction
Data integrity validation
Market data enrichment
Portfolio calculations
AI-generated summary and insights
Final output assembly

You can watch the progress of each stage in real time on the Pipeline tab.

Step 4: View Extraction Results

Once processing is complete, navigate to the Data tab to see the extracted information:

Holdings Table – All securities with scheme name, ISIN, units, NAV, and market value
Asset Allocation – Breakdown by equity, debt, hybrid, and other asset classes
Account Metadata – Investor name, PAN, folio numbers, and registrar details

Step 5: Review Insights

Switch to the Insights tab for AI-generated summaries of your document. These summaries highlight key findings, portfolio composition, and notable observations.

Step 6: Export Your Data

Go to the Export tab to download the extracted data:

Holdings Export – All securities holdings in a structured format
Underlying Export – Detailed underlying data with granular breakdowns

Select your preferred export type and click Download.

Zen – AI Financial Assistant

Zen is your conversational AI assistant for wealth management. Ask questions about markets, mutual funds, portfolio strategy, or upload documents for AI-powered analysis.

How Zen Works – Query Modes

Zen supports two distinct modes for answering your questions. You can use them independently or together in the same conversation:

graph TD
    Question["You Ask a Question"]:::primary --> Mode{"Which mode?"}:::warning

    Mode -->|"Web Search ON"| Web["Web Search Mode"]:::danger
    Mode -->|"Document Uploaded"| RAG["Document Q&A Mode"]:::highlight
    Mode -->|"Neither"| Knowledge["AI Knowledge Mode"]:::success

    Web --> WebHow["Searches the internet<br/>in real time"]:::neutral
    WebHow --> WebResult["Live market data<br/>NAV, news, updates"]:::danger

    RAG --> RAGHow["Searches your<br/>uploaded PDF"]:::neutral
    RAGHow --> RAGResult["Precise answers from<br/>your document"]:::highlight

    Knowledge --> KnowHow["Uses AI training<br/>knowledge"]:::neutral
    KnowHow --> KnowResult["Financial concepts<br/>strategies, explanations"]:::success

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    classDef secondary fill:#e0e7ff,stroke:#6366f1,color:#1e293b
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    classDef warning fill:#fef3c7,stroke:#f59e0b,color:#1e293b
    classDef danger fill:#fee2e2,stroke:#ef4444,color:#1e293b
    classDef neutral fill:#f1f5f9,stroke:#64748b,color:#1e293b
    classDef highlight fill:#fae8ff,stroke:#a855f7,color:#1e293b
    classDef dark fill:#1e293b,stroke:#334155,color:#f8fafc

Starting a Conversation

Click Zen in the sidebar to open the chat interface
Click New Chat to start a fresh conversation, or select one of the suggested queries displayed on the home screen

Sending Messages

Type your question in the message box at the bottom and press Enter or click the send button. Zen processes your message and returns a detailed response. This is a synchronous interaction – the full response appears once processing is complete.

Enabling Web Search

Click the globe icon in the message toolbar to enable web search. When active, Zen can access real-time market data, current NAV prices, and the latest financial news to answer your questions with up-to-date information.

Web search is especially useful for:

Current mutual fund NAV and performance data
Latest market indices and stock prices
Recent regulatory updates and circulars
Fund house announcements

Uploading Documents for Chat

Click the attachment icon to upload a PDF directly into your chat session. Once uploaded, you can ask Zen questions about the document’s contents. The AI uses retrieval-augmented generation (RAG) to search through your uploaded document and provide precise answers.

Example questions after uploading a CAS statement:

“What is the total portfolio value?”
“Which funds have the highest allocation?”
“Show me all equity holdings with their current values”

Session History

All your conversations are automatically saved. The sidebar on the left displays your chat history, grouped by date (Today, Yesterday, Last 7 Days, Older). Click any session to resume the conversation.

You can also:

Rename a session by clicking the edit icon next to its title
Delete a session by clicking the delete icon (this action is permanent)

Common Use Cases for Wealth Managers

Portfolio Review

Upload your client’s CAS statement to get an instant, structured extraction of all holdings. Use the Data tab to review each security, and check the asset allocation breakdown to ensure the portfolio aligns with the client’s risk profile and investment mandate.

Client Reporting

After extracting data from a document, use the Export feature to download holdings in a structured format. This data can be used in client presentations, quarterly reviews, or compliance reports.

Market Research

Use Zen with web search enabled to research fund performance, compare mutual fund schemes, check current NAV data, or explore market trends. Ask natural language questions like:

“Compare HDFC Mid-Cap Opportunities with SBI Small Cap Fund over the last 3 years”
“What are the best performing ELSS funds this year?”
“Show me the NAV trend for Axis Bluechip Fund”

Compliance and Validation

After processing a document, review the classification and validation results on the Pipeline tab. The AI validates data integrity across all extracted fields, flags inconsistencies, and provides a confidence score for the overall extraction.

Tips and Best Practices

For Best Extraction Results

Upload clear PDFs – Text-based PDFs (not scanned images) produce significantly better extraction results. If you have a scanned document, ensure it has been OCR-processed before uploading.
Use original statements – Statements downloaded directly from AMC or registrar portals (CAMS, KFintech) work best. Avoid uploading screenshots or partial documents.
Check file size – Very large documents may take longer to process. If a document has multiple account holders, Nexus will extract data for each entity separately.

For Better Chat Responses

Be specific – Instead of “Tell me about my portfolio,” ask “What is the total equity allocation in the uploaded CAS statement?”
Enable web search for current data – When asking about current prices, market conditions, or recent events, toggle on web search for the most accurate answers.
One topic per session – For complex research, start a new chat session for each topic. This keeps the conversation focused and the AI’s context relevant.

Monitoring Costs

Switch to the Costs tab on any document detail page to see the token usage breakdown by processing stage. This shows the AI model used, tokens consumed, and cost in INR for each stage.
The Dashboard also displays aggregate token usage and cost metrics across all your documents.

Keyboard Shortcuts

Enter – Send a message in Zen
Shift + Enter – Add a new line without sending

Frequently Asked Questions

Q: What file formats are supported? A: Currently, Sentinel supports PDF files. For best results, use text-based PDFs rather than scanned images.

Q: How long does document processing take? A: Most documents complete processing within 30-60 seconds. Complex documents with multiple entities may take slightly longer. You can monitor progress in real time on the Pipeline tab.

Q: Is my data secure? A: Yes. All data is transmitted over encrypted HTTPS connections. The platform runs on AWS infrastructure with enterprise-grade security controls. Your documents and chat history are accessible only to your account.

Q: Can I process multiple documents at once? A: Upload and process one document at a time for the most reliable results. You can start processing a new document while reviewing results from a previous one.

Q: How do I get help? A: Contact the support team at ai-services@centricity.co.in or reach out to your account administrator.

Last Updated: February 19, 2026