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State shown: active provider request · 3 of 5 required action items closed · 2 still open · Send response disabled until all required items are completed.
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JK
REQ-2026-04-22· From Lumen Asia· Received 22 Apr · 14:08· 5 action items

Source of funds clarification

Waiting client · 3 of 5 done Deadline in 2 days · 24 Apr 23:59 CET
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Response is disabled. 2 required action items are still open. Partial response is not sent.
Next: upload replacement Certificate of Incorporation (1 of 2 remaining required items).
Provider message · verbatim
"Please confirm the operational address with a recent utility bill or bank statement (issued within the last 3 months), and provide an updated Certificate of Incorporation issued within the last 6 months. Additionally, confirm the country of tax residence for each beneficial owner, and add any relevant context regarding the operational source of funds if available."
— RM · Lumen Asia · Compliance team

Response bundle

Status · not ready to send
Action items total5
Required · closed3
Required · open2
Optional · closed0
Optional · open1
Bundle senddisabled until all required items closed

Action items

5 items · 1 expanded
Replace Certificate of Incorporation (not older than 6 months)
Required · Type · document upload · Due in 2 days
Upload a Certificate of Incorporation issued by the relevant company registry no earlier than 22 Oct 2025. The current document on file was issued 14 Sep 2024 · over 6 months old · not accepted.
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Browse files Use document from library
Cannot provide this document? Mark as not applicable
Confirm operational address — utility bill or bank statement
Required · Type · document upload · Due in 2 days
Provide beneficial owner country of tax residence
Required · closed · Type · field fill · Closed yesterday
Answer: Singapore · linked to company profile field ubo_tax_residence
Confirm UBO information matches submitted documents
Required · closed · Type · confirmation · Closed today · 14:28
Confirmed by JK · 28 Apr 14:28 · I confirm that UBO information accurately matches the submitted government IDs
Add context on source of funds (if available)
Optional · Type · comment · Does not block send

Request timeline

For this request only
Today · 14:32
Bundle status changed to partial — 3 of 5 action items closed.
Today · 14:28
JK · Client confirmed UBO information match · action item AI-4 closed.
Today · 12:14
JK · Client filled ubo_tax_residence = Singapore · action item AI-3 closed.
22 Apr · 14:08
RM · Lumen Asia · Provider created request «Source of funds clarification» with 5 action items.

How responses work

One response, one bundle. All your answers — uploaded documents, filled fields, confirmations — are collected into a single response bundle.

Send is enabled when all required items are closed. Partial responses are not sent to the provider. This is by design — the provider expects a complete answer to the original request, not piece-by-piece updates.

Optional items don't block. If an item is marked optional, you can leave it open and still send. Include it if it adds useful context.

Marking an item as not applicable

If you cannot provide a required item because it does not apply to your entity, you can mark it as not applicable with a mandatory explanation.

The provider sees your N/A choice and explanation in the bundle and decides whether to accept it or return the item for clarification. Marking as N/A does not auto-close the item from the provider's side.

Reference · N/A active state

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Marked as not applicable
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