app_shell Sidebar "My actions" highlighted.

Page purpose: aggregated list of all action items across all client cases. Clicking an item opens its parent provider request with auto-scroll to the item.

Note: action items are created by providers as part of provider requests · client cannot create or delete items here. This page is read + work, not manage.
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JK

My actions

3 open · 12 closed across all active cases
Status Type Case Importance Sort

Open

3 items · sorted by deadline
Replace Certificate of Incorporation (not older than 6 months)
CASE-A47 · Acme Corp Pte Ltd · REQ-2026-04-22 · Source of funds clarification · Document upload · Required · Due in 2 days
Open Last seen 2h ago
Confirm operational address — utility bill or bank statement
CASE-A47 · Acme Corp Pte Ltd · REQ-2026-04-22 · Source of funds clarification · Document upload · Required · Due in 2 days
Open Not opened yet
Add context on source of funds (if available)
CASE-A52 · Quasar Holdings · REQ-2026-04-25 · Onboarding clarifications · Comment · Optional · No deadline
Open Last seen yesterday

Recently closed

3 of 12 · most recent first · view all
✓
Confirm UBO information matches submitted documents
CASE-A47 · Acme Corp Pte Ltd · REQ-2026-04-22 · Confirmation · Required · closed
View Closed today · 14:28
✓
Provide beneficial owner country of tax residence
CASE-A47 · Acme Corp Pte Ltd · REQ-2026-04-22 · Field fill · Required · closed
View Closed yesterday · 12:14
N/A
Upload secondary business license
CASE-A52 · Quasar Holdings · REQ-2026-04-25 · Document upload · Marked N/A by client · Awaiting provider review
View Marked 2 days ago
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EVOLISE coordinates workflow, documents, follow-ups, and process statuses. All KYC / AML / EDD, screening, decisioning, custody, and execution remain on the side of the licensed provider.
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