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UOB Kay Hian
FCP Portal

Compare policies with confidence.

Upload Product Sales Illustrations, run AI-assisted extraction, and present side-by-side policy comparisons your clients can actually understand.

  • Compare up to 3 quotation PDFs side-by-side
  • AI-assisted field extraction with manual-check warnings
  • Client-ready exports: CSV, PDF print, and Word

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UOB Kay HianFCP Portal · Policy Comparison
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⇄Compare Policies ⚙Admin
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Compare Policies

Upload quotation PDFs, extract the details, and export a client-ready comparison.

1Upload Quotation PDFs

Up to 3 Product Sales Illustration PDFs. Drag & drop or browse.

📄
Drag & drop PDFs here, or click to browse
PDF only · maximum 3 files
    Analyzing can take up to a minute per PDF.

    2Comparison Table

    Fields are grouped by category. Scroll right to see every quote.

    Copied!
    UOB Kay Hian

    Policy Comparison Report

    Client:— Advisor:— Generated:—
    This is for illustration purposes only. Please refer to the respective Sales Illustration and policy documents for full details. E.&O.E.
    ⇄
    Nothing to compare yet
    Upload PDFs and run extraction to compare policies side-by-side.

    3AI Advisor

    Get an AI-generated comparison and recommendation from the table above — including any manual edits you have made.

    4Report & Export

    These details appear on the printed / exported report header.

    This is for illustration purposes only. Please refer to the respective Sales Illustration and policy documents for full details. E.&O.E.
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    Admin Panel

    Manage advisor accounts and review audit activity.

    ＋Create User

    New advisors sign in with the temporary password you set.

    👥Current Users

    Admins & Financial Advisors.

    Name Email Role Actions

    📋Audit Logs

    Recent account and extraction activity.

    Date User Action
    Page 1

    📈Usage & Traffic

    Estimated AI usage across all users (extraction & advisor calls).

    Per user
    User Prompts Est. prompt tokens Est. completion tokens
    Recent activity
    Date User Action Detail Tokens (in / out) Duration