Guardian 1821

Adviser Toolkit: Client Docstore & Compliance Autofill

Upload client documents, run AI-assisted field extraction, and auto-fill compliance flows/forms for faster adviser servicing.

Portal: https://adviser.guardian1821.co.uk/ | Support: adviser-support@guardian1821.co.uk

White Label: Docstore Tool

Brand name

App name

Support email

Portal URL

Tagline

Logo URL (optional)

Primary color

Accent color

Documents in vault

Profile fields populated

0/17

Compliance readiness

14%

Ready flows

0/5

Expiring soon (45d)

Purpose-Based Collection Planner

Select the purposes this client needs. The tool groups common fields and purpose-specific requirements automatically.

Selected purpose packs

Selection Menu

GeneralCore identity, contact, and profile data used across most adviser workflows.MortgageMortgage application support: affordability and debt profile evidence.Life InsuranceLife cover suitability and servicing data for advisers and policyholders.ProtectionCross-cover protection planning for CI, life and income protection.Income ProtectionIncome protection quoting, suitability, and claims preparation.Critical IllnessCritical illness protection planning and evidence preparation.

Grouped Requirements

Common fields across selected purposes

Full name

Common document types

No common document requirements

General specific fields

Date of birth
Email
Phone
Address line 1
Postcode
NI number

General specific document types

Passport
Proof of address

General status

Readiness: 10%

7 field(s) and 2 document type(s) still missing.

Missing fields

Full name
Date of birth
Email
Phone
Address line 1
Postcode
NI number

Missing document types

Passport
Proof of address

Add Document To Vault

Document type

Identity verification

File

Text files are parsed automatically; PDF/images can still be stored for compliance tracking.

Expiry date (optional)

Tags (comma separated)

Notes

AI Autofill Extraction

Extraction source

Paste OCR / copy text

No extraction run yet. Upload docs and run autofill to populate profile fields.

Document Vault

No documents stored yet.

Autofilled Client Profile (Review & Confirm)

Full name

Date of birth

Phone

Address line 1

Postcode

NI number

Employer name

Monthly net income

Mortgage balance

Unsecured debt

Life cover amount

Critical illness cover amount

Income protection benefit

Smoker status

Policy number

Dependants

Compliance Flows

Permissions

Permit AI autofill in compliance formsShare profile with adviser workflowShare selected data with insurer servicing/claims

Autofill Form Pack: KYC and ID Verification

Core identity checks for onboarding and servicing.

Readiness

13%

Missing fields

Missing document types

Form field preview

client_full_nameMissing

date_of_birthMissing

address_line_1Missing

postcodeMissing

national_insurance_numberMissing

Gaps to complete

Fields

Full name
Date of birth
Address line 1
Postcode
NI number

Document types

Passport
Driving licence

Generated autofill payload (JSON)

{
  "flowId": "kyc-idv",
  "flowLabel": "KYC and ID Verification",
  "generatedAt": "2026-03-18T13:22:17.316Z",
  "readyToSubmit": false,
  "readiness": 13,
  "missingFields": [
    "fullName",
    "dateOfBirth",
    "addressLine1",
    "postcode",
    "niNumber"
  ],
  "missingDocumentTypes": [
    "passport",
    "driving-licence"
  ],
  "formValues": {
    "client_full_name": "",
    "date_of_birth": "",
    "address_line_1": "",
    "postcode": "",
    "national_insurance_number": ""
  },
  "supportingDocuments": [],
  "consents": {
    "shareWithAdviser": true,
    "shareWithInsurer": true,
    "permitAutoFill": true
  },
  "declarations": {
    "adviserSharingEnabled": true,
    "insurerSharingEnabled": true,
    "autofillPermitted": true
  }
}

Ready to copy

AI Extraction History

No extraction runs yet.

Next Actions

1.Upload at least one identity or policy document to begin autofill.
2.Prioritize kyc-idv flow to improve compliance readiness.
3.Capture policy number so claims and suitability forms can be auto-completed.
4.Add monthly net income to unlock affordability flow auto-fill.

5-minute usefulness test

Current compliance status is visible

Priority next actions are listed

Purpose sections are selected and grouped

Autofill payload can be generated

Data sharing permissions are configured

AI autofill outputs are support material. Final compliance suitability and advice decisions remain adviser-led.