1Getting started

This chapter explains what Ueli is, how you obtain access and how the first sign-in works.

1.1 What is Ueli?

Ueli is a Swiss platform that answers questions on the basis of real documents. You select one or more knowledge libraries (for example Swiss federal law or your own contracts), ask a question in normal language — and receive an answer with source citations. If Ueli cannot back a statement with a source, it says so honestly instead of making something up.

The platform consists of several areas (services), between which you navigate via the service switcher:

Area	Who it is for	What it does
Chat	Everyone	Questions to the selected knowledge libraries — every answer with source markers and a verdict (chapters 3–5).
Knowledge	Everyone	Manage libraries: use the public platform libraries, create your own, upload documents (chapter 7).
Case file	Everyone	Collect citations, templates, notes and PDF exports per workspace (chapter 6).
Pension	Private individuals	Pension and retirement planner covering all three pillars, with financial calculators (chapter 9).
Specialist services	Organisations	Additional modules for document analysis, reports, text and processes — enabled individually (chapter 8).

Organisation and roles

Every public authority, law firm or company is its own organisation on the platform. All data, documents and chat histories are strictly separated per organisation — members of other organisations never see anything of yours. Private individuals automatically receive a personal area.

Within an organisation, each member has exactly one role:

Role	In short
Member (read) viewer	Reads shared libraries and asks questions in the chat.
Member (edit) editor	Additionally maintains content: uploads documents, creates and edits libraries.
Organisation admin tenant_admin	Additionally manages members and deletes libraries.
Organisation owner tenant_owner	Everything, including assigning roles, plan and organisation settings.

You will find the complete role matrix in chapter 12. Chapter 11 is aimed exclusively at admins and owners.

Where is the data stored? Ueli is a Swiss platform. AI processing takes place sovereignly on the platform’s own infrastructure; your data is stored GDPR-compliant in the EU and handled in accordance with the revised Swiss Federal Act on Data Protection (revFADP). Details in chapter 10.

1.2 Requesting access

Ueli is in beta operation: there is no self-registration; every account is approved manually. This is how you request access:

Open the page «Request access to Ueli» at /zugang.
Enter your first and last name and your email address.
Choose the account type: Organisation (authority, law firm, company) or Individual (personal pension account).
Select the desired services (for example Ueli Chat, Ueli Pension) and optionally describe your request briefly — this helps with approval.
Confirm your consent to data processing and submit the request.
You will receive a confirmation email (double opt-in). Click the link it contains — it is valid for 7 days.
The platform operator reviews the request and approves your account. You are informed by email and receive your access credentials.

Access request form with numbered markers — **Fig. 1.1** — Requesting access. 1 Beta notice · 2 Request form with account type and desired services

NoteThe screenshots in this manual show the German interface. Every element described exists identically in the English interface — the official English terms are used throughout the text.

With approval: over 20,000 documents immediately available Every approved organisation and every approved individual automatically receives read access to all public knowledge libraries on the platform — including Fedlex/federal law, Belex, SECO, EU-OSHA, social insurance, VAT, data protection, the Anti-Money Laundering Act and Swiss-Compliance. That is currently 12 libraries with more than 20,000 documents. So you can ask questions from your very first login without uploading anything yourself (details in chapter 7).

1.3 Signing in

Open the Ueli address in your browser and click «Sign in».
Enter your email or username and your password.
Confirm with Enter or the «Sign in» button. If two-factor authentication is set up, you also provide your second factor.

Sign-in page with numbered markers — **Fig. 1.2** — The sign-in page. 1 Email or username · 2 Password · 3 Sign in

One active sign-in per account Only one active sign-in is allowed per account. If you sign in on a second device, the older device is signed out automatically and shows the message «You were signed out because your account was signed in somewhere else.» This protects sensitive content and prevents shared accounts. If it was not you who signed in, change your password immediately (chapter 10).

1.4 The first sign-in (onboarding)

On your first login, Ueli guides you through the setup in three short steps:

Terms of use — read and accept the terms and conditions and the privacy policy.
Choose a username — 3–31 characters, only lowercase letters, digits, _ and -. You can also use the username to sign in in future.
Set up two-factor protection — the security console opens in its own window; register an authenticator app or a passkey there and then have the setup verified.

After that, the welcome page greets you with recommended knowledge libraries and sample questions to try — for example «What deadline applies to challenging the termination of an employment relationship?» Clicking a sample question takes you straight to the chat.

1.5 Language and appearance

Language: The interface is available in German, French, Italian and English. Switch via the account menu or under My account (chapter 10).
Light/dark: The theme switch toggles between Light, Dark and System. The setting is saved.

2Finding your way around

This chapter gives you an overview of the interface: sidebar, service switcher, mobile navigation, command palette, notifications and help.

2.1 Sidebar and service switcher

On the left is the main navigation (sidebar). It shows the pages of the active area — in the chat area, for example, Chat, Knowledge, Case file — plus, at the bottom, access to Organisation, Account and Help. The sidebar can be collapsed to give the content more room.

Via «Switch area» (the service switcher) you jump between your enabled Ueli areas, for example from chat to pension. Only areas that are active for your account or your organisation appear.

Main view with sidebar and header, numbered markers — **Fig. 2.1** — The interface at a glance. 1 Main navigation (sidebar) · 2 Quick search (Ctrl/Cmd+K) · 3 Notifications · 4 Help

2.2 Mobile navigation

On smartphones and narrow windows, the sidebar gives way to a tab bar at the bottom edge of the screen. It contains the most important destinations of the active area; everything else sits behind the menu icon. All features in this manual are also available on mobile.

Mobile view with tab bar at the bottom edge — **Fig. 2.2** — Mobile navigation. 1 Tab bar (main navigation) at the bottom edge

2.3 Command palette (quick search)

With Ctrl+K (Windows/Linux) or Cmd+K (Mac) you open the command palette on any page. Start typing to find pages, workspaces or previous sessions, and jump straight there with Enter. This is usually the fastest way through the platform.

Open command palette with search field — **Fig. 2.3** — The command palette. 1 Search field — type and jump to a result with Enter

2.4 Notifications

The bell icon in the header opens the notifications. This is where notices about processed documents appear (for example «One document is ready») as well as other events. With «Mark all read» you mark all entries as read; with «Clear all» you tidy up the list.

2.5 Help panel and in-app help

Help panel: Click the ? icon in the header (or press the ? key) to open the context-sensitive help as a side panel — without leaving the current page.
Help & guide: At /hilfe you find the complete in-app help with a search function — written for people without a technical background.
Status page: At /status you can see the platform’s current operational status — helpful if something seems unreachable.
Feedback: Use the feedback button to report questions and errors directly from the app; screenshots can be attached via file picker, drag and drop or Ctrl/Cmd+V.

Open help panel at the right edge of the screen — **Fig. 2.4** — The help panel: context-sensitive help without leaving the page.

3Asking questions — the chat

The chat is the heart of Ueli. Answers come exclusively from the libraries you have added to the scope — not from the open internet and not from general prior knowledge. This chapter shows how to choose the scope, ask questions and use the answer modes.

3.1 Choosing the scope

The scope is the set of libraries in which Ueli searches for your question. It is displayed as a chip bar above the input field.

Click «Add library». The Workspaces dialog opens.
Select one or more libraries — by clicking, via the search field or with «Select all».
Close the dialog with Esc. The selected libraries appear as chips in the scope; the × on a chip removes a library again.

Workspaces dialog for selecting the scope — **Fig. 3.2** — Choosing libraries for the scope. 1 Search field · 2 Select all · 3 Manage workspaces

On a smartphone, a tappable row summarises the scope (for example “13 libraries”). Tapping it opens the library selection as a sheet sliding up from the bottom, with search and “Select all”.

Rule of thumb: as narrow as possible, as broad as necessary If you are asking about VAT rules, choose the VAT library — not the data-protection library. The more targeted the scope, the more precise the results. For questions that could sit in several collections (such as employment law), combine two or three libraries. A very large number of libraries at once broadens the search but can slow it down.

3.2 Asking a question

Type your question into the input field at the bottom — phrased quite normally, as you would write to a specialist.
Send with Enter or the «Send» button. Create a new line with Shift+Enter.
The answer appears piece by piece — you can already read while Ueli is still writing. At the end come the verdict, source coverage and source list (chapter 4).

Chat screen with numbered markers — **Fig. 3.1** — The chat screen. 1 Scope · 2 Input field · 3 Templates · 4 Dictation · 5 Send

Specific questions, better answers Instead of «What about terminations?», better: «What notice periods does the Code of Obligations (CO) provide for an open-ended employment contract?» Where possible, mention legal articles, dates or the specific facts of the case.

3.3 Answer modes

Via the «Mode: …» button above the input field you open «Adjust answer modes». The modes control how strictly and in what form Ueli answers:

Mode	Default	Effect
Strict fact check	On	Every answer goes through a second, independent check against the sources. Answers without sufficient source evidence are rejected or marked as a draft (recommended).
Plain language	Off	Answers are phrased at B1 level, without jargon — ideal for communicating with citizens.
PII anonymization	On	Personal names, AHV numbers, IBANs and email addresses in your question are replaced with placeholders before processing.
Multi-hop	Off	Comparison and multi-step questions are automatically split into sub-questions and answered in parallel.
Loose	Off	Answer without strict source binding — unverified and marked with a warning badge accordingly. Only suitable for non-binding brainstorming, not for reliable information.

Open panel with the answer modes — **Fig. 3.3** — Adjusting answer modes. 1 Strict fact check · 2 Plain language · 3 PII anonymization

3.4 Templates

Templates are reusable question building blocks with placeholders — practical for questions your team asks regularly (for example a standardised deadline check). You open the templates via the template icon in the input area or by typing / at the start of the line. When inserting, Ueli fills in the placeholders in a dialog; empty fields are shown before sending.

You create templates in the case file on the Templates tab and manage them there (chapter 6). Organisation-wide templates can only be created by admins.

Open template picker in the chat — **Fig. 3.4** — Question templates in the chat. 1 Open templates (or type «/» at the start of the line)

3.5 Dictation

Via the microphone icon «Dictate by voice» you speak your question instead of typing it. Speech recognition runs in your browser; if it does not support dictation, Ueli shows a notice (current versions of Chrome or Edge work most reliably). The recognised text lands in the input field and can be edited before sending.

Finished answer with verdict, source markers and actions — **Fig. 3.5** — A finished answer. 1 Verdict («Grounded» / «Partially grounded») · 2 Source marker [S1] · 3 Copy answer

4Understanding answers

Every answer from Ueli carries verification marks that let you judge its reliability. This chapter explains the verdict, source markers and the source viewer — and what it means when Ueli declines to answer.

4.1 The verdict: «Grounded» and «Partially grounded»

Below every answer stands the verdict with the source coverage in percent, for example «Grounded · 3 sources · 96% coverage»:

Verdict	Meaning
Grounded	Practically every statement in the answer is traced to a specific passage in a document.
Partially grounded	Some of the statements are grounded; others could not be clearly traced to a source. Check the ungrounded passages particularly critically.
No grounded answer	Ueli declines to answer because it cannot be grounded in the selected libraries (section 4.4).

The source coverage indicates what share of the answer’s sentences carries a valid source citation. In addition, the strict fact check (chapter 3.3) checks the finished answer once more, independently, against the sources — if it fails the check, it is rejected instead of delivered.

4.2 Source markers [S1], [S2], …

Every grounded statement carries a source marker such as [S1] or [S2]. The marker points to the exact document passage the information comes from. At the end of the answer, the Sources section lists all cited passages with their document titles.

No markers — caution If an answer carries no source markers (for instance in «Loose» mode), it is not grounded. Treat it as a non-binding assessment.

4.3 The source viewer

Clicking a source marker opens the source viewer: the original document, opened at the cited passage. The passage is highlighted in yellow; for PDFs the viewer jumps automatically to the right page and position.

In the source viewer you can:

Browse and zoom — with the Zoom in, Zoom out and Reset zoom buttons.
«Open original» or «Download original» — view or save the unmodified source document; for imported web pages the original address opens.
«Add to file» — save the source as a citation in the workspace’s case file (chapter 6). This is how you build a traceable collection of evidence.
Take notes — select text in the source and save a comment on it in the note block.
Close the viewer with Esc.

Source viewer with highlighted passage in the original document — **Fig. 4.1** — The source viewer. 1 Original document with the passage highlighted in yellow, zoom and case-file filing

4.4 When Ueli says no

If Ueli finds no reliable source, instead of an answer you receive the message «No grounded answer» — with the note «No answer without evidence — on purpose». This is not an error but intentional: Ueli only answers when every statement can be backed by a source. This protects you from convincing-sounding but invented information.

No grounded answer message in the chat — **Fig. 4.2** — Deliberate refusal. 1 «No grounded answer» message with suggested next steps

Typical reasons and what you can do:

Message	Meaning and next step
«I can't find a reliable source for this in the selected knowledge.»	The selected libraries do not cover the question. Ask a narrower question or broaden the scope.
«The answer would not be sufficiently supported.»	Be more specific — for example with a legal article, date or personal reference.
«The statement could not be traced to a source.»	Ask the question more precisely or narrow the topic.
«The fact check rejected the answer.»	A statement did not appear in the document in that form. Rephrase the question; the refusal is the protective layer against invented content.

The information is simply missing? If the answer sits in an internal document, upload it to a library of your own (chapter 7) and add that library to the scope.

5Working with answers

A good answer is only the beginning. This chapter shows how to copy, export, listen to, rate, develop and share answers.

5.1 Actions below every answer

Below every answer you will find an action bar; further commands sit behind «More actions»:

Copy answer — copies the answer to the clipboard, with source citations if desired.
Read answer aloud — reads the answer out via speech output; «Stop reading aloud» ends the output. Requires a browser with speech output.
Export as PDF — creates a file-ready PDF of the answer (section 5.2).
Feedback — Helpful or Not helpful, optionally with a comment. The feedback is evaluated to improve sources and configuration; a comment is particularly valuable with negative ratings.
Remove message — removes a question together with its answer from the history.

Action bar below an answer — **Fig. 5.1** — Actions below the answer. 1 Copy answer · 2 Helpful (feedback) · 3 Export as PDF

5.2 PDF export for the case file

Below the answer, click «Export as PDF».
Optionally enter a file no. and a note for the letterhead.
Choose whether the cited sources with original excerpt should be included.
Start the export — the PDF is downloaded and additionally filed in the case file under Exports (chapter 6).

5.3 Follow-up questions

Simply keep typing in the same session — Ueli understands that a follow-up question refers to the conversation so far:

You: «How many days of holiday is an employee entitled to?»
Ueli: «At least 4 weeks per year [S1].»
You: «And in the case of illness?» — the reference to the holiday topic is retained.

If the topic changes completely, start a fresh conversation without history with «New session» (chapter 6).

5.4 Sharing a session

You pass on an entire session in a targeted way via «Share session» (in the session history or via the share button in the chat):

Choose the channel: By email, Person in organisation (search by name or email) or Copy link.
Set the validity: 7 days, 30 days, 90 days or 1 year.
Optionally add a note and confirm with «Share».

Shared sessions are read-only — anyone with the link can see the chat but cannot change anything. Every share shows its view count and expiry date and can be revoked at any time: directly in the share dialog under «Active shares of this conversation» or collectively under Account → Shared content (chapter 10).

Dialog for sharing a session — **Fig. 5.2** — Sharing a session. 1 By email · 2 Copy link

5.5 Markdown export

Via the «Export» button you download the entire session as a Markdown file — with all questions, answers, sources and the source coverage. The format is suitable for archiving and for further processing in other programs; for formal purposes, use the PDF export (section 5.2).

6Sessions & case file

Sessions are your chat histories; the case file is your organised collection of citations, templates, notes and exports. Together they form your working memory on the platform.

6.1 The session history

Via «Session history» you open the list of your previous sessions. There you can:

Search — the «Search sessions …» field filters by title.
Open — clicking a session continues the conversation; follow-up questions know the previous context.
«Rename session» — give sessions meaningful titles so you can find them again.
«Delete session» — removes the conversation permanently; for safety you are asked to confirm twice.
«Share session» — see chapter 5.4.
«New session» — starts a fresh conversation. The first question creates the session automatically.

Open session history with search field — **Fig. 6.1** — The session history. 1 Search sessions · 2 Create a new session

6.2 The case file

The case file (page /akte) collects, per workspace, everything you want to keep from your research. Choose the workspace at the top; below it, four tabs organise the content:

Tab	Content
Citations	Source passages you saved in the source viewer with «Add to file» — each with its location and an optional note. «Remove citation» deletes only the case-file entry; the original source remains untouched.
Templates	Your reusable question templates for the chat (chapter 3.4). With «+ New template» you create a title and text with placeholders. Organisation-wide templates can only be created by admins.
Notes	Your comments on sources — captured in the source viewer or directly here.
Exports	The history of your PDF exports with file no. and status — downloadable again at any time.

With «Export dossier as PDF» you create a collective PDF of the entire citation collection, including your organisation and file no. in the letterhead — suitable for filing in your own dossier or for passing on.

Case file with the Citations and Templates tabs — **Fig. 6.2** — The case file. 1 Citations tab · 2 Templates tab

Working method: question — citation — export A proven routine: ask the question in the chat, check the important sources in the viewer and save them with «Add to file», and finally export the case file as a PDF. This produces traceable documentation with no extra effort.

7Knowledge & libraries

Under Knowledge you manage the foundation of all answers: libraries. A library (also called a workspace) is a collection of documents on a topic.

7.1 The three tabs: Mine, Subscribed, Discover

Tab	Content
Mine	Your organisation’s own libraries — this is where you upload documents and maintain the content.
Subscribed	Libraries that are available to you without you maintaining them — in particular the public platform libraries.
Discover	The catalogue of all available libraries for browsing, searching and subscribing.

Knowledge page with Mine tab, upload button and document list — **Fig. 7.1** — Knowledge, «Mine» tab. 1 Tab bar Mine / Subscribed / Discover · 2 Upload documents · 3 Search documents

7.2 Public platform libraries

With account approval, every organisation and every individual automatically receives read access to all public knowledge libraries on the platform. You do not need to subscribe to anything or pay anything — the libraries are immediately available for the scope in the chat. There are currently 12 libraries with more than 20,000 documents, including:

Library	Content
Fedlex / Bundesrecht	Swiss federal law in full text — including the Code of Obligations (CO), Civil Code (CC), Criminal Code (SCC), Federal Constitution (Cst.) and Civil Procedure Code (CPC), each with all articles.
Belex	Cantonal legislation collection (Bern).
SECO	Publications of the State Secretariat for Economic Affairs, including labour and health protection.
EU-OSHA	European Agency for Safety and Health at Work.
Sozialversicherungen	Leaflets and fundamentals on AHV, IV, EO, EL and other branches of Swiss social insurance.
MWST & Steuern	Swiss VAT practice and fundamentals.
Datenschutz	The revFADP and accompanying material.
GwG	The Anti-Money Laundering Act and its implementation.
Swiss-Compliance	Compliance collection for Swiss companies.

Read-only The public platform libraries are maintained and kept up to date exclusively by the platform operator. You can search them and cite from them, but you cannot add, change or delete documents. Your own libraries are independent of this and fully editable from the Member (edit) role.

7.3 Creating your own library

From the Member (edit) role you can create your own libraries:

On the Mine tab, click «New workspace».
Give it a meaningful name (for example «Supplier T&Cs 2026») and add a short description.
Choose the language of the documents — it influences how the content is processed. If in doubt, German.
Confirm with «Create» — after that you can upload documents right away.

7.4 Uploading documents

The «Upload documents» button opens the upload centre of the selected library:

Drag files into the drop area or choose them via the file dialog. Multiple files at once are possible.
Optionally assign tags (comma-separated, for example «Contract, 2024, Client A») and a document date — both make filtering easier later on.
Alternatively, use the URL import: enter the full address (with https://) — the page is loaded, the text extracted and created as a document. Suitable for public web pages and articles; not suitable for pages behind a login.
Under «Replace existing file» you upload a new version of an existing document — the old version is removed from the search.

Upload centre with drop area and options — **Fig. 7.2** — The upload centre. 1 Upload dialog with drop area, tags, document date, URL import and replace

Supported formats: PDF (including scans, via text recognition), DOCX, XLSX, CSV, HTML, Markdown and TXT — up to 50 MB per file.

Security on upload Before being stored, every file is checked for its true file type and for malware. Manipulated or infected files are rejected. You can leave the page during processing — it continues in the background, and the notifications report as soon as documents are ready.

7.5 Document list, filters and status

The library’s document list shows every entry with its status. Only the «Ready» status means: searchable in the chat.

Status	Meaning
Uploaded / Queued	The file is stored and waiting for processing.
Parsing / Parsed	The text is extracted (with text recognition for scans) and split into meaningful sections.
Indexing …	The search index is being built.
Ready	The document is available in the chat.
Error / Problem	Processing failed — show the details, re-upload if necessary or trigger a re-index.

A normal 20-page PDF is ready in roughly 30 seconds to 2 minutes; scanned or very large documents take longer. Above the list you will find search, a status filter («All statuses», «Ready», «Errors» …) and sorting (newest, oldest, title A–Z, largest, by status). Tags are clickable and filter the list. For each document, the menu offers, among other things, Download, Edit tags & date and Delete.

Deleting a document Deleted documents disappear immediately from the search index and storage. Existing chat answers that referred to them are kept — but their source link will then lead nowhere.

7.6 Discovering and subscribing to libraries

On the Discover tab you browse the catalogue. The public platform libraries are already included for your account; you subscribe to additional offerings with «Subscribe». Where approval by the platform operator is required, the button is labelled «Request» — your request then appears with the status «Under review», and you are informed of the decision by email. Subscriptions can be cancelled again at any time; your own existing sessions are preserved.

Discover catalogue view with search field — **Fig. 7.3** — Discovering libraries. 1 Discover tab · 2 Search library

7.7 Who may do what?

Member (read): view libraries and use them in the chat.
Member (edit): additionally create and edit libraries, upload and replace documents.
Organisation admin and owner: additionally delete libraries.

8Specialist services

The specialist services are standalone modules for organisations with document-heavy workflows. They are not active automatically: the platform operator enables each module individually. Organisation admins submit the request via the service catalogue (chapter 11.3); once approved, the module appears in the service switcher.

8.1 Ueli Dokumente

Ueli Dokumente automatically turns PDFs, scans and photos into verified, structured data — with human oversight. The module extracts defined fields (such as sender, amounts, deadlines) from free text and forms; every extracted value carries evidence pointing to its location and a confidence score. If evidence is missing, the entry is flagged for manual review instead of being adopted silently.

Home page of the Ueli Dokumente module — **Fig. 8.1** — Ueli Dokumente. 1 Module home page «ueli Dokumente»

8.2 Ueli Fachauswertung

Ueli Fachauswertung evaluates technical and laboratory reports against your own thresholds and rules and classifies them traceably — every rating is backed by evidence and traceable to exactly one threshold in your rule set. Classification is deterministic, meaning identical inputs always produce identical results. Results can be exported as a PDF report with a checksum.

Home page of the Ueli Fachauswertung module — **Fig. 8.2** — Ueli Fachauswertung. 1 Module home page «ueli Fachauswertung»

8.3 Ueli Berichte

Ueli Berichte creates draft reports, quotes and minutes from your data and templates — with source citations, finalised by you. Templates contain placeholders and defined text blocks; every generated document is clearly marked as a draft until a person has reviewed and approved it. A job history documents every generation.

Home page of the Ueli Berichte module — **Fig. 8.3** — Ueli Berichte. 1 Module home page «ueli Berichte»

8.4 Ueli Text

Ueli Text checks, shortens, translates and anonymises texts and transfers them into your templates. Typical uses: putting official letters into plain language, stripping personal data from texts before passing them on, or pouring raw text into your organisation’s format.

Home page of the Ueli Text module — **Fig. 8.4** — Ueli Text. 1 Module home page «ueli Text»

8.5 Ueli Prozesse

Ueli Prozesse automates recurring workflows such as expenses or approvals — with tasks, approval steps, deadlines and handover to your systems. Critical steps support the four-eyes principle (approval by a second person); every run produces a log. Ready-made workflow templates are available for, among others, file inspection, deadline and reminder management, objections and mandate opening.

Home page of the Ueli Prozesse module — **Fig. 8.5** — Ueli Prozesse. 1 Module home page «ueli Prozesse»

Module not visible? If you cannot see one of these modules in the service switcher, it is not enabled for your organisation. Opening its address then shows «Page not found». Contact your organisation owners — the request goes through the service catalogue (chapter 11.3).

9Pension & financial calculators

Ueli Vorsorge calculates your retirement situation across all three pillars (AHV, pension fund, pillar 3a), shows gaps and compares scenarios. All entries are saved continuously and are private — other members of your organisation cannot see them.

9.1 Dashboard

The dashboard bundles your key figures: pension projection (monthly, all sources, optionally including your partner), coverage ratio, wealth trajectory, detected gaps and suggested measures. Via «Pension file as PDF» you export the entire analysis as a document with a checksum. The metrics trend shows saved snapshots over time.

Pension dashboard — **Fig. 9.1** — The pension dashboard. 1 Entry point «Welcome to ueli Vorsorge»

9.2 Guided start

The guided start at /vorsorge/start asks for the most important details in a few topic steps — every step can be skipped, nothing is mandatory. If you prefer to enter everything on one page, switch directly to the profile. To try things out, you can also load a demo data set.

9.3 Profile

The pension profile organises your details into ten areas: master data, family, pension fund, vested benefits, pillar 3a, insurance, home ownership, investments, other income and debts. Two convenience features:

Tax multiplier (optional): For more accurate tax calculations you can enter your cantonal, municipal and church tax multipliers. Empty fields are replaced by cantonal averages; the link «Where do I find my tax multiplier?» leads to the official source.
Document import: Upload a salary statement, pension-fund statement or 3a certificate as a PDF. Ueli reads out the figures and suggests them — nothing is applied automatically; you review and confirm every value. The document is not stored permanently.

Fig. 9.2 — The pension profile. 1 «My pension profile» page with the ten input areas

9.4 Scenarios

Under Scenarios you compare up to four «what-if» variants side by side — such as retiring at 63, 65 or 67, a pension-fund buy-in or a lump-sum withdrawal. The starting point is always the status quo from your profile values; the lifetime trajectory shows the effects up to age 90. You can export the comparison as a PDF.

9.5 The financial calculators

Alongside the pension plan, standalone calculators are available for specific individual questions. Every calculator explains its assumptions and shows its calculation methods openly.

Example calculator pillar 3a — **Fig. 9.3** — Example of a calculator. 1 Calculator «Pillar 3a: optimisation & staggering strategy»

Calculator	Answers the question
AHV pension	How high will your AHV pension be under the simplified scale 44 — and what is the effect of contribution gaps?
AHV drawing age	Is it worth drawing your AHV pension early (up to 2 years, reduced for life) or deferring it (up to 5 years)?
Pension fund: annuity or lump sum	How do your pension-fund retirement savings develop, and how do annuity, lump sum and mixed forms compare?
Pension-fund buy-in	How much tax does a voluntary pension-fund buy-in save, and how do you stagger it optimally?
Pillar 3a	What final 3a capital and what tax savings can you achieve — and what does the staggering strategy with several accounts bring?
Lump-sum withdrawal	How do you spread lump-sum withdrawals from your pension fund and pillar 3a over several years to break the tax progression?
Home affordability	Is your income sufficient, under the banks’ rules, to buy a property?
Amortising a mortgage	Amortise directly or indirectly via pillar 3a — which is smarter for tax purposes?
Rent or buy	Where do you stand financially after a few years — as a tenant or as an owner?
Housing cost comparison	What do two housing situations cost in a running monthly comparison?
Heat pump	Does replacing your oil or gas heating pay off — with subsidies, tax deduction and operating costs?
Photovoltaics	What does a PV system on your own roof deliver — with the one-off subsidy, tax deduction and electricity yield?
Purchasing power	What will your money still be worth after inflation in 10, 20 or 30 years?
Real return	What remains of your return in real terms after inflation and costs?
Investment costs	How much do fund fees (TER) erode your final wealth over the years?
Savings goal	How much do you need to save each month to reach a target amount?
Financial independence	When will your wealth be large enough to cover your expenses sustainably from withdrawals?
Emergency fund	How large should your liquid reserve for the unexpected be?
Capital drawdown	How long will your wealth last in retirement at a given withdrawal rate?
Net salary	What remains of your gross salary after social insurance contributions, the pension-fund deduction and, where applicable, withholding tax?
Instalment loan	What does a consumer loan really cost over its term?
Debt payoff	Snowball or avalanche method — in which order do you pay off several debts most cheaply?
Car total costs	What does your car really cost per month and per kilometre — including depreciation?
Car: leasing or buying	Leasing, cash purchase or financing — which is cheapest over the period of use?
Health-insurance deductible	Which deductible level is cheapest given your expected healthcare costs?
EL check	Are you likely to be entitled to supplementary benefits to AHV/IV?
Risk check	How do you stand financially in the event of incapacity to work, death or the need for care?

Not financial advice All results in the pension planner and financial calculators are simplified estimates based on rules of thumb and cantonal approximations. They replace neither individual advice nor binding information from your AHV compensation office, pension fund or tax authority.

10Account & security

Under My account you manage your profile, security and your data. The page is organised into the groups Profile, Security and Account & data.

Account page with settings groups — **Fig. 10.1** — My account. 1 «My account» page with the groups Profile, Security, Account & data

10.1 Profile

Name and avatar: change your display name, upload or replace your profile picture.
Username: unique short name (3–31 characters, a–z, 0–9, _, -); availability is checked as you type. You can use it to sign in.
Language: German, French, Italian or English.
Appearance: Light, Dark or System.

10.2 Changing your password

Under «Change password» you enter your current password and the new one twice. Rules: at least 12 characters, a mix of upper and lower case, at least one digit. If you have forgotten your password, use «Forgot password?» on the sign-in page — you will receive a link by email.

10.3 Two-factor authentication

The «Two-factor authentication» card shows the status of your second factors and links to the security console (account management in a separate window), where you carry out the setup:

Authenticator app — time-based codes (TOTP), for example with a common authenticator app.
Passkey / security key — WebAuthn with fingerprint, facial recognition or a hardware key. Recommended.

After the setup, update the status with «Refresh status». Organisations can make two-factor authentication mandatory for all members.

10.4 Active sessions and sign-in history

Active sessions shows your current sign-in with device, IP and time. Only one active sign-in is allowed per account — a new login automatically signs out older devices. Via «End» you close a session manually.
The sign-in history lists sign-ins, failed sign-in attempts, sign-outs and password changes. Check it if anything seems suspicious to you.

10.5 API keys

Assign a name (for example «CI pipeline») and click «Create key».
The key is shown exactly once — copy it immediately and store it safely. Afterwards, only the name prefix remains visible.
Revoke keys you no longer need — they become invalid immediately.

Treat keys like a password An API key acts with your permissions within your organisation. Never pass it on and do not store it in shared documents.

10.6 Shared content

Under «Shared content» you see all sessions you have shared — each share with its type (person, email or link), status (Active, Expiring soon, Expired, Revoked), view count and expiry date. This is where you revoke shares centrally; the link becomes invalid immediately.

10.7 Data export and deleting your account

Data export: Request a ZIP file with your data — master data, sessions and messages, citations and notes as well as your activity entries. With this, Ueli fulfils the right to information under revFADP Art. 25.
Delete account: After confirming twice, the account is locked and permanently deleted after a 30-day grace period (revFADP Art. 32). Contributions in shared conversations are anonymised. If you are the last owner of an organisation, appoint a successor first.

10.8 Privacy at a glance

Ueli is a Swiss platform; AI processing takes place sovereignly on the platform’s own infrastructure — without passing data to outside providers.
Your data is stored GDPR-compliant in the EU and handled in accordance with the revised Swiss Federal Act on Data Protection (revFADP).
Organisations are strictly separated from one another; the separation is enforced technically at database level.
IP addresses are truncated after 24 hours and deleted after 30 days.
Security-relevant events are recorded in a tamper-protected log.

11Managing your organisation

For organisation admins and owners only This chapter describes features reserved for the roles Organisation admin (tenant_admin) and Organisation owner (tenant_owner). Other members do not see the corresponding pages.

11.1 Organisation master data

The Organisation page shows your organisation’s name, account type, plan and statistics. This is also where you manage organisation-wide security settings — such as the anonymisation requirement (enforces PII anonymization in all of the organisation’s chat requests) and the two-factor requirement for all members.

Organisation page with master data — **Fig. 11.1** — Organisation management. 1 «Organisation» page with master data and settings

11.2 Inviting members and managing roles

Open Organisation → Members (or Team).
Click «Invite by email», enter the email address and choose the role: Member (read), Member (edit) or Organisation admin.
The person receives an invitation link by email. Until their first sign-in they appear in the list with the status «Invitation open». Alternatively, an existing account can be assigned directly.

Member list of the organisation — **Fig. 11.2** — Managing members. 1 «Members» page with invitation, roles and status

Change role: via the menu next to the member. The Organisation owner role can only be assigned by an owner (or the platform operator).
Remove: the person immediately loses access to the organisation; their contributions in conversations are kept in anonymised form (revFADP-compliant).
Safeguards: you cannot demote or remove yourself if you are the last administering person — the organisation would otherwise be left without administration.
«Last active» shows when a member last used the platform.

11.3 Service catalogue: requesting modules

In the service catalogue you see all of the platform’s modules with their status: Active, Available (requestable), Waiting (request under review) or Rejected. This is where you request additional modules — in particular the specialist services from chapter 8:

Select the module and click «Request module», optionally with a reason.
The platform operator reviews the request and enables the module or declines it.
Once approved, the module appears in the service switcher for all members; you are informed by email.

11.4 Audit export

Under Audit log export you export your organisation’s events as a CSV — filterable by action and time period. The log is kept continuously and tamper-protected; the export is suitable as evidence for internal audits and for the record of processing activities under the revFADP and GDPR Art. 30 respectively.

12Reference

Reference section: role matrix, keyboard shortcuts, error messages and glossary.

12.1 Role matrix

Action	Member (read) viewer	Member (edit) editor	Organisation admin tenant_admin	Owner tenant_owner
Use the chat, view sources, keep the case file	Yes	Yes	Yes	Yes
Use public platform libraries (read-only)	Yes	Yes	Yes	Yes
Upload documents, URL import, replace	—	Yes	Yes	Yes
Create and edit own libraries	—	Yes	Yes	Yes
Delete libraries and documents	—	—	Yes	Yes
Invite members, change roles, remove	—	—	Yes	Yes
Service catalogue: request modules	—	—	Yes	Yes
Audit export, organisation settings	—	—	Yes	Yes
Assign the owner role, change plan	—	—	—	Yes

12.2 Keyboard shortcuts

Action	Shortcut
Open command palette / quick search	Ctrl+K or Cmd+K
Send question	Enter
New line in the input field	Shift+Enter
Open templates (in the empty input field)	/
Close dialog, source viewer or panel	Esc
Open help panel	?
Paste a screenshot into a feedback report	Ctrl/Cmd+V

12.3 Error messages and what to do

Sign-in and permissions

Message	Meaning and solution
«Session expired»	Your sign-in expired for security reasons. Sign in again — your work in progress is usually preserved.
«You were signed out because your account was signed in somewhere else.»	Only one active sign-in per account is allowed; a new login signed this device out. If that was not you: change your password immediately and inform your organisation owners.
«Set up two-factor»	Your organisation requires a second factor. Set it up in the security console (chapter 10.3).
«Access denied»	Your account is not authorised for this sign-in or action. Have your role checked (chapter 12.1).
Organisation suspended	The platform operator has temporarily suspended the organisation. Contact the operator.
«Page not found» when opening a module	The module is not enabled for your organisation. Request it via the service catalogue (chapter 11.3).

Upload and documents

Message	Meaning and solution
«Format … not allowed»	Only PDF, DOCX, XLSX, CSV, HTML, Markdown and TXT are accepted. Convert the file.
«The file is too large (max. 50 MB).»	Split or shrink the file.
«File validation failed»	The content does not match the file extension. Upload the original file in its true format.
Rejected by the malware check	The file is suspicious — do not use it. If the check is temporarily unavailable, the upload is declined as a precaution; try again later.
«Already exists — merged»	A file with identical content already exists; the upload was merged with it. No action needed.
«Processing failed» / «Error» status	The file could not be read (corrupted or password-protected) or indexing failed. Check the file, unlock it and upload it again; if it recurs, report it via the feedback button.
«An upload for ‹…› is still running»	One upload run at a time per library. Let the current run finish.
Document or storage limit reached	Your plan’s quota is used up. Delete documents or request a plan change (chapter 10, «Plan change»).

Chat

Message	Meaning and solution
«Please select at least one library first via ‹Add library›.»	The scope is empty. Add a library (chapter 3.1).
«No grounded answer»	Deliberate refusal — the question could not be grounded in the selected sources. Refine the question or broaden the scope (chapter 4.4).
«The fact check rejected the answer»	The second check found an unsupported statement. Rephrase the question.
Monthly budget reached	The month’s chat or processing quota is used up. Check your usage under Account → Usage & budget and request a plan change if needed.
«Libraries could not be loaded»	Usually an expired sign-in. Sign in again; otherwise try again later.
«A component of our system is temporarily unavailable.»	Temporary disruption. Check the status page `/status` and wait briefly — then send the request again.
Answer does not appear	With many libraries in the scope, an answer can take longer. After a minute: reload the browser tab — the answer is usually saved.

Pension

Message	Meaning and solution
«PDF only» on document import	The import reads PDF files only. Save the photo as a PDF first or enter the values manually.
Empty import suggestion	The PDF contains no readable text layer or no recognisable fields. Enter the values manually.
Validation error in the profile	A value is outside the permitted range. Correct the entry according to the field hint.

Status page When something is wrong, a first look at the status page /status is always worthwhile. It shows the platform’s operational state in real time. If that does not help, report the problem via the feedback button — ideally with a screenshot.

12.4 Glossary

Case file	The per-workspace collection point for citations, templates, notes and PDF exports (chapter 6).
Workspace / library	A collection of documents on a topic — the basis from which the chat answers. «Workspace» and «library» refer to the same concept.
Citation	A source passage saved to the case file — with its location and an optional note.
Beta operation	The current operating phase: accounts are approved manually by the platform operator on request.
Double opt-in	Two-stage confirmation of the access request: submit the form, then click the link in the confirmation email.
Fact check	A second, independent check of every answer against the sources. Unsupported answers are rejected rather than delivered.
Scope	The libraries selected for a chat session. Answers come only from them.
Multi-hop	An answer mode that automatically splits comparison and multi-step questions into sub-questions and answers them in parallel.
Organisation	Your unit on the platform (authority, law firm, company) with strictly separated data. Private individuals have a personal area.
PII anonymization	Replaces personal names, AHV numbers, IBANs and email addresses in requests with placeholders before they are processed.
Source coverage	The share of answer sentences with a valid source citation, given as a percentage.
Source marker [S1]	A statement’s reference to a specific document passage. Clicking it opens the source viewer.
Source viewer	A view of the original document with the passage highlighted in yellow, zoom, access to the original and case-file filing.
Role	A member’s permission level: Member (read), Member (edit), Organisation admin, Organisation owner (chapter 12.1).
Service / area	A module of the platform (Chat, Pension, specialist services …), reachable via the «Switch area» service switcher.
Session	A coherent chat conversation. Follow-up questions within the session know the previous context.
Verdict	The check result below every answer: «Grounded», «Partially grounded» or «No grounded answer».
Four-eyes principle	Approval of a step by a second person (in Ueli Prozesse).
Template	A reusable question building block with placeholders, managed in the case file.
Two-factor authentication	An additional sign-in factor alongside the password — an authenticator app or a passkey/security key.
revFADP / GDPR	The revised Swiss Federal Act on Data Protection and the European General Data Protection Regulation — the legal guard rails of Ueli’s data handling.