Instructions & test accounts
Three fully synthetic Canadian advisor portals used to demo and stress-test a data-capture browser extension. Each portal has three sign-in personas with different access. All data is fake.
1 · Finsurance Solutions (BeaconLink)
Mocks up: a Canadian MGA aggregator portal — one advisor's whole book of business spread across multiple carriers. Models the deep nesting client → carriers → policies → coverages / riders / beneficiaries / payments / documents.
- Server-rendered
<table>client list with search, column sort, pagination. - Async, client-rendered client detail with carrier-grouped accordions.
- Tabbed policy detail (Coverage / Beneficiaries / Payments / Documents) + downloadable illustration PDF.
- Policy export from the Clients page in CSV and XML (scoped to your account).
- Four invented carriers: Aurora Life & Health, MapleCrest Financial, Voyageur Insurance, Northern Shield Assurance.
Sign in at /login — single email + password form.
| Persona | Password | Access | |
|---|---|---|---|
| Leo — Lead Advisor Owns the practice. Sees the entire book of business across all four carriers, can run reports, export, and generate/download illustrations. |
[email protected]alias: [email protected] |
demo1234 |
All clients |
| Samantha — Advisor Assistant Administrative support for the whole practice. Can view every client for servicing, but is read-only — illustration PDFs are blocked. |
[email protected] |
demo1234 |
All clients read-only · no PDFs |
| Tigrou — Junior Advisor In training. Assigned only a subset of the practice (10 of 40 clients); clients outside the assignment are not visible and their policies cannot be opened or exported. |
[email protected] |
demo1234 |
10 assigned clients |
2 · Kingdom Life Insurance
Mocks up: a single-carrier insurer's producer portal, with a deliberately different information architecture and markup from BeaconLink — to test the extension's ability to generalize across portals.
- Different vocabulary: Members & Contracts (not Clients / Policies).
- Left sidebar navigation, including a live list of all contracts in scope.
- Member & contract lists are CSS-grid
<div>"tables" — no<table>elements. - Two-step sign-in (Producer ID, then passphrase).
- Async member detail with deferred-batch + Shadow-DOM loading; lazy-rendered contract tabs.
Sign in at /kingdom/login — enter the Producer ID, then the passphrase.
| Persona | Producer ID | Passphrase | Access |
|---|---|---|---|
| Leo — Lead Producer Senior producer for the branch. Sees every member and contract and can download statements. |
leoalias: mthornquist |
kingdom!2026 |
All members |
| Samantha — Producer Assistant Branch administrator. Full member visibility for servicing, but read-only — statement PDFs are blocked. |
samantha |
kingdom!2026 |
All members read-only · no PDFs |
| Tigrou — Junior Producer New producer. Assigned a subset of the book (8 of 26 members); other members are not visible and their contracts cannot be opened. |
tigrou |
kingdom!2026 |
8 assigned members |
3 · Boréal Wealth (BoréalDesk)
Mocks up: a Canadian investment-dealer back-office (modelled on VieFund-style platforms) — the wealth/investments domain rather than insurance. Models investor → registered accounts → fund holdings → transactions, with KYC, beneficiaries and statements.
- Built as a React SPA (vendored, offline) with history-API routing — a fully client-rendered app on the
/apioracle. - New vocabulary: Investors · Accounts · Holdings · Transactions.
- Hand-drawn SVG allocation charts (by registration & by product) — graphical value encodings.
- Expandable holdings data-grid (row → nested fund detail + DSC).
- Registrations: RRSP, TFSA, RRIF, RESP, LIRA, Spousal RRSP, Non-Registered. Products: Mutual Fund, Segregated Fund, ETF, GIC.
- Single-step sign-in (Dealer Code + Rep Code + password) and an EN/FR language toggle.
Sign in at /viefund/login — Dealer Code BWP-001, then Rep Code + password.
| Persona | Rep Code | Password | Access |
|---|---|---|---|
| Leo — Senior Investment Advisor Owns the book. Sees every investor, account and holding across all fund families, runs reports, and downloads account statements. |
leo / BW-3300 |
invest!2026 |
All investors |
| Samantha — Back-Office Administrator Back-office support for the whole book. Can view every investor and account for servicing, but is read-only — statement PDFs are blocked. |
samantha / BW-3312 |
invest!2026 |
All investors read-only · no PDFs |
| Tigrou — Junior Investment Advisor In training. Assigned only a subset of the book (8 of 24 investors); investors outside the assignment are not visible and their accounts cannot be opened. |
tigrou / BW-3325 |
invest!2026 |
8 assigned investors |
What the three personas exercise
- Lead (Leo) — full book; can export and download all PDFs. The baseline "sees everything" account.
- Assistant (Samantha) — full book view but read-only: illustration/statement PDFs return 403 and the download controls are locked. Tests capture when a document target is gated.
- Junior (Tigrou) — a subset of the book only. Out-of-scope clients/members are absent from lists, their detail pages return 403, and the
/apioracle returns403 out_of_scope. Tests access-scoped capture.
Append ?mode=hard to any URL to strip data-* hooks, mix value formats, and enable Shadow-DOM / deferred-batch rendering.