See how RiskMapped works
Short guides to the main parts of RiskMapped, from the first fact find to the Application Report and the reviews that follow. Every case you see uses fictional client data.
Read the transcript
Bringing in a fact find0:00
Most fact finds arrive as a PDF or a CRM export. Your AI assistant can read one and set up the case in RiskMapped for you.
AI connections0:09
Open AI connections in your profile. Claude connects with one button. For ChatGPT, Copilot or another app, paste in the server URL.
Choosing access0:20
Sign in, then pick the account and the access it gets. To import fact finds, choose read, import and update.
Import instruction0:29
Next, copy the import instruction. Attach the fact find in your assistant and paste the instruction in with it.
Preview and approval0:37
It maps the facts and shows you a preview first, with the totals and anything the fact find left out, like Matt's retirement age. Nothing's saved until you approve. Then it creates the case, reads it back and checks the totals match.
The new case0:53
Open the case and the Carters are set up, with their income, spending, mortgage and existing cover.
Audit log1:01
Every row it added shows in the audit log as an MCP fact-find import. Imports only add to a case, so nothing you've entered is overwritten.
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