This page is for staff using /clients/:id/forms.

What this page is for

• Review the client’s current live forms state and prior submitted history in a single human-readable workspace.
• Compare changes between submissions.
• Check linked evidence files with clear diagnostics.
• Browse case-scoped vault files directly from the Forms tab, including staff-only TXT form archives.
• Export a human-readable CSV package for modelling/paraplanning workflows.
• Export a review bundle that includes CSVs, JSON context, and linked files.
• Apply targeted corrections safely (creates a new version, never overwrites the source submission).
• Review risk profile visually with the same radar dimensions clients see.

Workflow

1. Open a client and go to Forms.
2. Select either the Current live state or a prior submitted version to review.
3. (Optional) set Compare against to inspect changes from a previous version.
4. Review QA cards (completeness, critical missing, staleness, evidence coverage).
5. Use Edit to turn the same visible fields into inline editable controls where allowed.
6. Expand Evidence & Files if you need diagnostics, previews, or vault access.
7. Confirm changes in the save dialog to create a new submission snapshot.

Evidence status meanings

• Resolved: document is available for this client and your current access level.
• Missing (not found): the referenced document ID does not exist.
• Missing (owner mismatch): the document exists but sits outside the accessible client-case ownership scope.
• Restricted (sensitive): the document exists but is hidden by sensitivity policy.

Files and vault links

• Files remain in the app/vault as the source of truth.
• TXT form archives are stored in the staff-only Advice preparation / Form exports vault folder.
• Forms exports include stable app/vault links, not signed URLs.
• Previews and downloads generate signed URLs only when staff click them in the app.
• Use Open in Vault when you want the document browser/folder context alongside the forms data.

Risk profile scoring

• Individual risk questionnaires are displayed per client and scored out of 40.
• Couple mode also shows a household average comparison to help staff compare both profiles in one view.
• The household comparison is secondary guidance for staff review. It is not a separate questionnaire scored out of 80.
• The radar chart uses the same eight dimensions the client sees in the risk-profile form.

Edit and save behavior

• Only allowlisted planning fields are editable in this release.
• System metadata, internal IDs, and document reference fields are read-only.
• Saving requires explicit confirmation.
• Every save creates a new submission version and keeps prior versions intact.

Export behavior

• Export CSV package downloads a ZIP with:
  • submission_summary.csv
  • readable domain CSVs such as participants.csv, goals.csv, risk_profile.csv, properties.csv, investments.csv, and superannuation.csv
  • file_manifest.csv
  • raw_paths.csv for technical fallback
  • advice_context.json
  • canonical_sections.json
  • raw_paths.json
  • file_refs.json
  • submission_summary.json
  • submission_provenance.json
  • qa_summary.json
• These CSVs are intended for human copy/paste into modelling and paraplanning workflows.
• Export Review Bundle downloads the same CSV set plus:
  • bundle_manifest.csv (included/skipped linked files, reason codes, owner metadata, app/vault links)
  • files/* for resolved form-linked documents (bounded by export limits)

Access and traceability

• Access follows staff RBAC: admin/support global, adviser assigned-client only.
• View, diff, export, and correction saves are audit logged.