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YourCSM
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Applications
👥 Your team
Everyone in your business, and the files they are working on.
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📚 Help & Quick Start
Everything you need in one place. Open the full guide for the printable PDF.
Four ways to get docs in
📂 Drag-and-drop+ New Application → drop files
📥 Drive Import (single)Sidebar → 📥 Import from Drive → Single Client
📥 Bulk importSame button → Bulk tab → parent folder
👁 Watched folderSet in Settings → polls every 30 min automatically
Console commands (F12 → Console)
startOnboarding() // rerun setup wizard
importFromDrive('FOLDER_ID') // pull a Drive folder
bulkImportFromDrive('PARENT_ID') // bulk import children
pollWatchedFolder({force:true}) // poll now
showSelfAudit() // open audit modal
reExtractLiabilities() // re-classify CC/loan docs
listFeatures() // see feature flags
Tier 1 — flagship (off by default)
enableFeature('clientPortal') openClientPortalGenerator() // FileInvite-style portal
enableFeature('visionExtraction') extractWithVision(file) // Claude vision OCR
enableFeature('hemMapper') computeLivingExpenseSummary(app) // HEM map
enableFeature('docViewer') openDocViewer(docId) // PDF viewer w/ click-to-source
enableFeature('mycrmSync') pushAppToMyCRM(app) // 2-way MyCRM sync
Tier 2-4 — value extenders
computeAppStrengthScore(app) // approval likelihood (heuristic)
replayCorrectionsAcrossPortfolio() // apply learned name fixes
parseEmailSignature(text) // extract employer details
enableFeature('salesCoaching') generateSalesCoaching(t,'D1')
enableFeature('gamePlanGenerator') generateGamePlan(app, gp1, gp2, tpl, lender)
enableFeature('bidRationaleDrafter') draftBidRationale(app, lender, prod)
enableFeature('realtimeAssistant') openAssistantChat()
Tier 5 — SaaS scaffolding
enableFeature('multiUser') setCurrentUser(email, role)
enableFeature('rbac') canDo('app.write')
enableFeature('auditLog') exportAuditLog()
enableFeature('teamDashboard') renderTeamDashboard()
enableFeature('licensing') licenseStatus() installLicense(token)
enableFeature('demoData') loadDemoInstance() // synthetic try-before-buy
Tier 6 — compliance
enableFeature('amlScreening') screenForAML(app) // DFAT + PEP
scanForSourceOfFunds(app) // SoF triggers
enableFeature('autoPurge') autoPurgeOldData({dryRun:true}) // 7yr retention
exportClientPrivacyData(appId) // APP 12 export
enableFeature('abTestExtraction') runABTestExtraction(prompt)
UX (on by default)
j / k next/prev app · a approve · / search · ? shortcuts
showChangelog() // what's new since last visit
🔒 Your document files stay in this browser and are not uploaded to a YourCSM document store. Document text is sent to the AI provider you configure in Settings, so it can be classified. Read full Privacy Policy →
👋 Welcome to YourCSM
A 30-second setup. Each step is optional — you can skip anything you don't need yet and wire it up later from Settings.
📥 Import from Google Drive
Pull existing client folders straight from Drive. PDFs, images, HEIC supported. Working Docs / Loan Docs / Legal folders are skipped automatically.
Right-click the client folder in Drive → Share → Copy link. Paste here.
Each child folder = one client. Auto-skips Working Docs / Templates / Archive.
⚠ Bulk import processes each subfolder as a new application. For 30+ clients this may take a few minutes and consume a lot of API quota.
Preparing…
📥 Import from FileInvite
Three ways to pull an Invite in — pick the one that fits where you are.
⭐ Recommended — Install the FileInvite Bridge
One-time install (~60 sec). Adds a "📤 Send to YourCSM" button inside FileInvite. Click it on any Invite — files arrive here in seconds, no Downloads folder.
🗂 Drop a "Download All" ZIP — works right now
In FileInvite, click Download All on the Invite, then drop the ZIP below. YourCSM auto-detects the Request folders and builds the checklist. Optionally name the client first.
📥
Drop FileInvite ZIP here or click to browse
Path G auto-detects FileInvite shape and tags every doc with its Request label
🔖 Bridge already installed?
Click the green 📤 Send to YourCSM button inside FileInvite — this YourCSM tab will receive the post automatically. You'll see a "📥 Receiving Invite from FileInvite…" toast.
Processing ZIP…
New Application
Enter client details to start processing documents.
Client 1 (Primary) *
Client 2 (Optional)
Settings
Free at console.groq.com → Create API Key. No credit card ever. PDFs supported. Images go to exceptions.
Free at aistudio.google.com → Get API Key. No credit card needed.
✓ You're on Tyto's shared Claude key. Nothing to enter — the key is applied automatically for your account, and it never leaves our servers. Just start processing. ✓ Your business's Claude key is already set up. Nothing to enter — your administrator has added it for everyone in the business, and it never leaves our servers. Just start processing.
Set up your own key in ~2 minutes:
  1. Go to console.anthropic.com → API Keys, sign in or sign up.
  2. Add billing under Settings → Billing (a key won't work without credit).
  3. Click Create Key, copy the sk-ant-… value.
  4. Paste it above and Save — we validate it live.
📨 FileInvite Integration — Phase 4A (Drive shortcut, no API negotiation)
Setup (one-time, no API negotiation needed):
  1. In FileInvite: Settings → Integrations → connect Google Drive → set per-client sync to a single parent folder.
  2. Each client invite creates a sub-folder under that parent.
  3. Paste the Drive parent folder ID above + tick the box.
  4. YourCSM polls every 30min, auto-imports new sub-folders as clients, and tags docs with _source: 'fileinvite'.
  5. Phase 3 workflows can now react to file.received { source: 'fileinvite' } — the Pre-Assessment Auto-Pipeline template is wired for this.
Phase 4B (direct webhook + two-way create-FileInvite-request) waits on you opening FileInvite enterprise API access.
⚡ Workflow Trigger Engine — Phase 3 (events → actions, with approval gates)
Loads on Settings open. All workflows are OFF by default — broker opts in.
Workflows respond to events (extraction.complete, audit.passed, etc.) by running action chains. Write actions like "Push to MyCRM" default to approve mode — they prepare the payload, pause, and wait for your ⏸ top-nav badge to action them. auto actions fire immediately. manual never auto-fires.

Error-handling per Make.com's 5-directive model: break (default — abort chain on failure), commit (lock partial success), rollback (reverse reversible prior steps), resume (continue past failure), ignore (no-op).

Visual workflow builder UI coming in Phase 3.2. For now, toggle templates on/off below. Workflows edit via console: S.workflows[i].rules[j].
🔗 MyCRM API — Phase 2 (Tier 1 Leads, self-service)
Tier 1 Leads API — NO compliance approval needed. Self-issue from MyCRM → API Access Management (Principal Adviser only). OAuth 2.0 client_credentials, scope=api.leads, tokens auto-refresh every 60min. The "📤 Send to MyCRM" button on each client uses these credentials to POST a structured lead (contacts + addresses + employments + incomes + expenses + assets + liabilities) directly to /jsonapi/structured-leads.
🌙 Overnight Batch Processing — Phase 1B (50% cheaper)
When ON: bulk uploads of 20+ PDFs get queued to Anthropic's Message Batches API — 50% off the real-time rate with a ~24h SLA. Polls automatically every 5min; results ingest as they complete. Real-time still applies for solo uploads and any non-Claude provider.
Default: OFF (broker opts in per workflow). Skip the toggle if you need same-hour turnaround.
🔒 Access PIN
The shared team PIN has been replaced by a personal passcode for each person. Yours is held against your account rather than this browser, so the same passcode works on every device you sign in on, and a passcode is no longer something to pass around. Change it under Account, where it asks for your password first. Signing in is required before the app opens at all, and a session locks itself after 15 minutes of inactivity.
🔎 ABN Verification (Australian Business Register)
Register free at abr.business.gov.au/Register → select "ABN Lookup Web Services" → you'll receive a GUID by email within minutes. This queries the Australian Business Register directly, so the ABN details come from the official government register rather than from a model's guess. It does not verify that the ABN we read off the document was read correctly, and register data can itself be out of date — check the result before you rely on it.
Leave blank to fall back to check-digit validation only.
☁ Google Drive Integration
Setup (one-time): Go to console.cloud.google.com → APIs & Services → Credentials → Create OAuth 2.0 Client ID (Web application). Add this site's URL as an Authorised JavaScript origin. Enable the Google Drive API in your project. Paste the Client ID above.
📁 Uploads create: YourCSM Applications / [Client Name] — [Date] / [01-Income, 02-Bank, 03-Liabilities…]
YourCSM polls this folder every 30 min. New child folders → auto-imported as new applications. Leave blank to disable.
📥 FileInvite Integration
FileInvite delivers uploaded client files into your Drive at My Drive / FileInvite Documents / [Contact] / [Invite] / [Request label]/. Point the watched folder above at FileInvite Documents and YourCSM picks them up automatically.
Walk through setup again — useful after API key changes or for new team members.
🧠 Learning Dashboard
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🩺 Self-Test (Phase 0H baseline)
Runs 10 baseline tests that validate the upload pipeline (dropzone, dedupe, ZIP expand, progress panel, cancel button, stuck-doc audit rule, sandbox isolation). Runs in an isolated sandbox — your real data is never touched.
Feature-flag divergence (advisory)
These flags are ON on this device but ship as OFF. No action was taken — this is advisory only. If you enabled a flag intentionally, no action is needed. To turn a flag off: disableFeature('flagName') in the console, then reload.
Feature-flag safety changes (force demotions + operator re-enables)
🅒 Casey — AI co-pilot
Casey is YourCSM's embedded AI teammate. Hit Cmd+J anywhere to chat. Currently ON · disable in console: disableFeature('csmCoPilot').
📊 Casey metrics
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🧠 What Casey has learned (visible memory shelf)
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🚩 Feedback queue (send to support)
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🔁 Casey workflows (one-click extractions)
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📋 Import FileInvite Checklist (CSV)
Paste the CSV from FileInvite (Invites → Export Invites) OR drop the file. YourCSM matches each Request against its taxonomy and populates the Checklist tab.
Recognised columns (any of): Request Title, Request Name, Item, Title, Name, Requests. Optional: Status, Invite ID, Contact.
Correct Document
Override which applicant this document's income / data is attributed to — the broker has the final say.