app_shell Sidebar "My cases" highlighted. Workspace = Lumen Asia.

State shown: case approved by provider · terminal state. All provider actions become disabled · only "Create follow-up request" remains available (e.g. periodic KYC refresh in future).

Decision callout appears at the top of content (green) with provider reference, RM name, approval time. Sticky header border colour switches to green.

Compliance pattern: the approval is recorded with explicit attribution to the RM and the provider workspace · EVOLISE only captures and reflects the decision.
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RM
My cases / CASE-A29 · Helios Capital Ltd
Sticky on scroll
CASE-A29· Corporate onboarding· Submitted 14 days ago· Decided 1 day ago

Helios Capital Ltd

Decision received
✓ Approved by Lumen Asia
Client workspace
Helios Capital Ltd →

Case approved by Lumen Asia

Approved by [RM full name] on 3 Apr 2026 · 16:24 SGT. Onboarding for Helios Capital Ltd is complete on the EVOLISE workflow side · account setup, custody, and any execution proceed inside Lumen Asia's own systems from here.

Decided by
[RM full name] · Lumen Asia · Compliance team
Decision time
3 Apr 2026 · 16:24 SGT
Provider reference
LA-2026-04-003
Onboarding cycle time
13 days · submission to decision

Provider actions

Demo zone

Case has been decided. Approve and Reject are no longer available · further workflow happens in Lumen Asia's own systems. A follow-up request can be created later for periodic refresh (e.g. annual KYC review on the provider side).

✓ Approve case demo · decided ✕ Reject case demo · decided + Create follow-up request demo

Client profile · submitted data

Read-only · captured at submission
Legal entity
Legal entity name
Helios Capital Ltd
Country of incorporation
Singapore
Legal form
Pte Ltd
Business activity
Primary activity
Investment / Financial services

Documents submitted

8 documents · all accepted
8 documents on file including 2 supplements provided during clarification cycle. All accepted by Lumen Asia.

Timeline

All events on this case
1d ago
Case approved by Lumen Asia. Decided by [RM full name] · provider reference LA-2026-04-003 · onboarding complete.
2d ago
[Client RM] · Client · sent response bundle on REQ-2026-03-29 · 2 of 2 action items closed.
4d ago
RM · Lumen Asia · created request «Director ID re-upload» with 2 action items.
8d ago
[Client RM] · Client · sent response bundle on REQ-2026-03-18 · 5 of 5 action items closed.
11d ago
RM · Lumen Asia · created request «Source of funds clarification» with 5 action items.
14d ago
Case received by Lumen Asia · status SUBMITTED → PROVIDER_REVIEWING.
14d ago
[Client RM] · Client · submitted case · readiness 100%.

Provider requests on this case

2 completed · 0 open
Source of funds clarification
REQ-2026-03-18 · Closed 8d ago · 5 of 5 done
Completed View
Director ID re-upload
REQ-2026-03-29 · Closed 2d ago · 2 of 2 done
Completed View

Readiness snapshot

At submission · for record
Required profile fields 12 of 12
Required documents at submission 6 of 6
Documents added later (via requests) 2
Final readiness 100%
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.
Demo provider workspace · Lumen Asia is a placeholder name and does not represent a real commercial relationship.
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