> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Where every number comes from
> Trace any figure back to its sources, calculation and assumptions, and audit a plan before you present it.
You are going to put these numbers in front of a client, so you need to know where each came from. Most figures carry their own audit trail.
## Selecting a figure
A figure with something recorded behind it carries a dotted underline. Select it and the **Provenance and calculations** panel slides in from the right. Hover first for a tooltip: "How this was calculated" where there is math behind it, "Where this figure comes from" where there is only a source.
No underline means nothing was recorded, or another control owns the click. Where one you need will not open, the **Appendix** lists every recorded figure.
Tiles in a **Key numbers** row carry a small source icon, opening a short version with confidence and source rows and a **View calculations** link to the full panel.
## What the panel contains
| Section | What it shows |
| --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Sources** | A **Source / Confidence / Value** table, one row per input. A linkable document becomes a link; where the household said it, the row carries their words |
| **Methodology** | The calculation step by step: the formula in words, then the same formula with this household's figures and the result. Traced inputs name their source row |
| **Assumptions** | What the figure rests on, numbered A1, A2 and so on, each a sentence rather than a value |
Methodology and Assumptions appear only where Hazel recorded them, and where nothing was recorded the panel says so. **View full breakdown**, at the top, opens the **Appendix**.
## The three confidence labels
| Label | What it means |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Verified** | A document established it, you entered or corrected it yourself, or the household said it about themselves and what they want, which Hazel treats as settled once said |
| **Unverified** | Hazel captured it, but nobody confirmed it. Mostly money: a balance someone mentioned, an income figure in an email. Check it before you present it |
| **Modeled** | Nobody stated it. The plan worked it out from figures it does have, or fell back on a standard assumption because the household had none; Methodology and Assumptions tell you which. Fine on the future; on today, find the document |
Unknown is a further case: nothing could source the figure at all. Confidence is not printed beside figures in the plan's prose.
Confirm a fact in the household's profile, not in the plan: settle it in the [profile review queue](/guides/intelligent-client-profiles/managing-client-data/reviewing-and-verifying) and rebuild, and the source reads verified next time.
## Changing an assumption from the panel
A figure cannot be typed over. Change what produced it instead.
An assumption you can change for this plan carries an **Edit** button: selecting it opens the sentence for rewriting, and **Queue change** adds it to the recalculation queue. Nothing recalculates yet: the bar at the bottom of the plan counts what is waiting, and **Recalculate** sends the lot to Hazel in one pass. See [Editing a plan directly](/guides/financial-planning/the-plan/editing-a-plan-directly).
An assumption with no **Edit** button is fixed for this plan. One that will not open says why on hover: "Requires plan recalculation" where the plan cannot be recalculated from where you are reading it, "Past plan versions are read-only" on an earlier version.
## Auditing the whole plan
**Appendix.** The last entry in the plan's left rail. Near the top, **Applied settings** names the Client persona Hazel matched and the market scenario the projections drew from, then tables of **Solver assumptions**, **Planning assumptions** and **Market assumptions** under **Setting / Value / Set by**. A footnote says market rows nobody changed follow the scenario's published values. Below that, a card per figure.
**Plan settings.** The sliders icon in the plan's top bar when you open a plan from its chat. It shows this plan's effective **Solver assumptions** and **Market assumptions**, each labeled with the layer that set it, and lets you change those that can vary by household. See [Solver assumptions](/guides/financial-planning/assumptions/solver-assumptions).
Plan settings and the figure panel share the same dock, so opening one closes the other. The household **Financial Planning** tab has no sliders icon: select **Open chat** in its top bar to reach the panel.
## Which layer set a setting
| Label | What it means |
| ------------- | ----------------------------------------------------------------------------------------------- |
| **Firm** | Your firm's default, set in Settings, then Planning |
| **Persona** | The matched Client persona's override of the firm default. The label carries the persona's name |
| **This plan** | An override set on this plan, for this household only |
In Plan settings, a reset plan-level override reads **Inherited** until you apply.
Three inputs cannot vary by household: **Advisory fee**, **Terminal heir tax rate** and **Monte Carlo simulations**. They are not in the Plan settings panel, but Applied settings lists all three, marked **Firm**.
## Display rules clients ask about
* **Displayed probability of success is capped.** Above the ceiling, the figure reads as greater than the ceiling, and a line beneath names the ceiling and says the cap applied. The ceiling starts at 99% and is a firm-level setting, so read that line rather than assuming 99%. At 100% the cap is off and a plan prints a flat 100%.
* **A range of outcomes stays a range.** Where the plan models market paths, the **Range of outcomes** chart draws an outer band for the 10th to 90th percentile, an inner band for the 25th to 75th, and a median line. Point a client at the bands, not the median.
## Before you present a plan
The info button on the plan's top bar. Its closing **Start here** bullet names what to resolve with the client first. The panel stamps the version the brief was written for, which can be earlier than the one on screen; with no brief, there is no info button.
Open the **Appendix** and read the **Persona** row at the top of Applied settings. "None" means nothing fitted, so Hazel built on your base template alone. Where it is wrong, do not present the plan: ask Hazel to rebuild against the persona you want, by name. In chat, **Edit** in the top bar opens that conversation; on the household **Financial Planning** tab, select **Open chat** first. There is no persona picker on the plan itself.
The figure on the plan's success gauge, one balance-sheet figure and one income figure. Read the methodology and assumptions, and confirm the source rows name something you trust and read verified. A document row names the source, not the date of the figure inside, so open the document yourself where currency matters.
Every figure's card in the Appendix carries the same Confidence column. Confirm an unverified figure with the client and settle it in the profile, or drop the claim.
## Where to go next
* [Glossary](/guides/financial-planning/glossary): the vocabulary on this page.
* [Anatomy of a plan](/guides/financial-planning/the-plan/anatomy-of-a-plan).
* [Solver assumptions](/guides/financial-planning/assumptions/solver-assumptions): what each input drives.
* [How planning uses the client profile](/guides/financial-planning/your-data/how-hazel-uses-the-profile).
* [Troubleshooting and FAQ](/guides/financial-planning/troubleshooting-and-faq): when a figure looks wrong.