---
title: Records — typed personal data
description: How to create, browse, and use structured records — vehicles, policies, subscriptions, holdings, documents. The structured side of Niyra's memory.
url: /docs/records
lastUpdated: 2026-06-10
---

# Records — typed personal data


## Five record types

- **Vehicle** — RC, insurance, PUC, FASTag.
- **Policy** — health, life, motor, term insurance.
- **Subscription** — Netflix, Spotify, SaaS, gym.
- **Holding** — stocks, MFs, crypto (live priced).
- **Document** — contracts, receipts, reports.

## How to create one

**By conversation:**

> "Track my car — Royal Enfield, KA01AB1234, RC expires Aug 2027."

**By photo:**

> [send a photo of the RC / policy / receipt]

I OCR, classify, and create the record. You confirm the fields.

## How to browse records

Records panel in the dashboard. Filter by type, sort by expiry, search by any field.

- **Filter** — by type (vehicle, policy, subscription, holding, document)
- **Sort** — by expiry, by created date, by last updated
- **Search** — by registration number, policy number, vendor, amount

## How records get used

- **Expiry reminders** — 30 / 14 / 7 days before, on your active channel.
- **Aggregations** — "what's my total monthly subscription burn?" pulls subscription records and sums.
- **Anomaly detection** — Netflix charged you ₹999 instead of ₹649? I flag it.
- **Live data** — holdings priced in real time; portfolio value always current.

## Reminders — how to tune

Settings › Records › Reminders:

- Default schedule: 30 / 14 / 7 days.
- Per-record-type: e.g., "remind me 60 days before insurance renewal".
- Per-record: snooze a specific reminder without affecting others.

## Edit / archive / delete

From the Records panel, click any record:

- **Edit** — change fields. I update reminders automatically.
- **Archive** — record stays for history (e.g., past subscription) but stops triggering reminders.
- **Delete** — wipes the record. Cannot be undone.

## Export

CSV from Records panel. JSON via `/api/v1/records` (Pro+).

## Pairs well with

- **Browser** — for renewal portals, I refresh records from the source.
- **Voice** — call the renewal agent triggered from a record.
- **Automation** — schedule "review portfolio first Monday of each month".