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

Screen type: in production this is a slide-over panel (drops in from the right of the case detail page) or a centred modal. In this schematic prototype it occupies the full content area for legibility · designer reads it as "this is the panel content".

Two-pane layout: form on the left (provider builds the request) · live preview on the right (provider sees how the client will perceive the request).

Six action item types: fill_field · correct_field · upload_document · replace_document · structured_comment · confirm_data. Each has its own field set on the provider side and renders into a corresponding task on the client side.

Empty bundle rule: Send button is disabled when 0 action items. Demo zone wraps the Send button only (Save draft and Cancel are not provider decisions).

State shown: request being composed for CASE-A47 (Acme Corp) · 3 action items added so far · all valid · ready to send.
bell7
RM
Slide-over panel · attached to CASE-A47

New provider request

Case · CASE-A47 · Acme Corp Pte Ltd · Corporate onboarding
✕
Ready to send. 3 action items configured (2 required · 1 optional) · provider message filled · bundle deadline set.

Request basics

Shown to the client at the top of the request and in the case timeline.
Conversational context for the client. Action items below list the specific tasks.
Date by which the client should send the response bundle.

Action items

3 items · 2 required · 1 optional
⋮⋮
Item 1 fill_field
Required Remove
⋮⋮
Item 2 replace_document
Required Remove
⋮⋮
Item 3 structured_comment
Required Remove
Optional context the provider would like — does not block the bundle from being sent if skipped.

Add action item · pick a type

+fill_field +correct_field +upload_document +replace_document +structured_comment +confirm_data
Cannot be empty. A provider request must contain at least one action item (any type).
Cancel Save draft Demo zone Send to client →

Preview

As the client will see it
Client cabinet · /client/cases/CASE-A47/requests/[new] · "Open" state
REQ-[new] · from Lumen Asia · just now · waiting client

Source of funds clarification

Message from provider To complete the onboarding review, we need to clarify details of the source of funds declaration and refresh one of the supporting documents. Please complete the action items below — we'll review the bundle once all required items are closed.
Deadline · 24 Apr 2026 · 5 days from now
Action items · 0 of 3 done
Fill field — UBO 2 country of tax residence The country of tax residence for UBO 2 was not provided in the original submission. Please add it before resending the bundle.
Required
Replace document — Certificate of Incorporation The certificate on file was issued more than 6 months ago. Lumen Asia's checklist requires the certificate to be issued no earlier than 6 months from submission. Please upload a refreshed copy from ACRA BizFile.
Required
Comment — first 6 months volume estimate If convenient, please share a one-paragraph note on expected transaction volumes for the first 6 months of operation. This is helpful context but not blocking — feel free to skip if it is too early to estimate reliably.
Optional
Client cannot send a partial response — all Required items must be closed before the bundle is sent back to Lumen Asia. Optional items can be skipped.
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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