app_shell Sidebar "Dashboard" highlighted as active. Workspace = Acme Corp Pte Ltd · client role.

Page purpose: entry point of the client cabinet. Single page that answers "what needs my attention right now, what is happening with my cases, and what is the next step on each".

Layout (top to bottom):
1) Hero alert — aggregate summary when one or more cases require client action
2) Stat tiles — 4 operational metrics
3) Two-column: My cases (list with deterministic Next · ... per card) + Requires attention + Quick links

Next step logic: single getNextStep(case) function — same rule for dashboard, cases list, case hero, and request hero. Decision tree:
· terminal (approved/rejected) → no Next shown
· active provider request with open required items → "Complete N provider-requested tasks" or specific item
· all required closed, response not sent → "Send response to provider"
· response sent, awaiting → "Awaiting provider response"
· pre-submission blocker → first blocking item
· warnings only → "Review warning before submission"
· ready, not submitted → "Submit case to provider"
bell3
JK

Dashboard

Welcome back, J. Kumar.
!

3 cases require your action.

Most urgent: CASE-A47 — provider is waiting, 2 blockers, deadline in 2 days.

Open most urgent case → View all action items
Action required 3 cases waiting your action
Under provider review 2 cases waiting provider response
Ready to submit 1 all required items closed
Last activity 2h since last event

My cases

View all 8 →
CASE-A47· Acme Corp Pte Ltd· Provider · Lumen Asia
Onboarding · Acme Corp Pte Ltd
Submitted 5 days ago Action required
NextComplete 2 provider-requested tasks
Open request → View case
CASE-A48· Northstar Trading B.V.· Provider · Helios Trust
Onboarding · Northstar Trading B.V.
Submitted 8 days ago Under provider review
NextAwaiting provider response
View case
CASE-A58· Polaris Holdings Ltd· Provider · Lumen Asia
Onboarding · Polaris Holdings Ltd
Draft · 2 blocking requirements Not ready
NextUpload Government ID for beneficial owner Maria Lin
Continue editing →
CASE-A52· Quasar Holdings· Provider · Lumen Asia
Onboarding · Quasar Holdings
Draft · 1 warning Submittable
NextReview warning before submission
Continue editing →
CASE-A60· Acme Corp Pte Ltd· Provider · Northbank Custody
Service activation · Acme Corp Pte Ltd
Draft · all required items closed Ready to submit
NextSubmit case to provider
Submit → View case
CASE-A41· Helios Capital Ltd· Provider · Lumen Asia
Onboarding · Helios Capital Ltd
Decision · 12 days ago Approved by Lumen Asia
NextNo action required
View case

Requires attention

3 items
CASE-A47 — 2 provider-requested tasks open
Provider · Lumen Asia · deadline in 2 days
Open request →
CASE-A58 — 2 blocking requirements
Provider · Lumen Asia · case in draft
Continue editing →
CASE-A52 — review warning
Provider · Lumen Asia · indirect ownership through legal entity
Review →

Quick links

Start a new case + New Company profile 12 of 12 fields filled My documents 18 files My providers 3 active
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.
← Index