SoW Intelligence
Source of Wealth Corroboration · Synpulse
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Cases
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Create Case
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IDClientStatusSufficiencyJurisdictionDeclared WealthUpdatedAction
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Describe a client's wealth journey in your own words and the system will draft the case brief, detect wealth drivers and build the evidence checklist.
Create Your First Case
The case moves to the Archived tab and is hidden from your active list. You can restore it at any time; the action is recorded in the audit trail.
Cancel Archive Case
Create Case
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Client Note Describe the client's wealth journey in your own words — include as much details as possible: background, transactions, amounts and dates. The Note becomes part of the case's activity log.
Confirm
Studying the client note… Extracting client details, detecting wealth drivers and building evidence checklists. This may take a while.
{{ brief.initials }} Client Brief
Client{{ brief.client }}
Jurisdiction{{ brief.juris }}
Entity Type{{ brief.entity }}
Declared Wealth{{ brief.wealthFmt }}
Narrative {{ brief.narrative }}
Wealth Drivers · {{ brief.driverCount }} detected
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Evidence checklist {{ sl.label }} · {{ sl.mandLabel }}
Reset Create Case
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Evidence checklist {{ sl.label }} · {{ sl.mandLabel }}
Applicable Rules {{ createDrvPop.ruleCount }}
IDNameTypeStageReference
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Stage  {{ r.stageLine }} Method  {{ r.method }} Jurisdiction  {{ r.jur }} Workflow  {{ r.workflow }}
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General — applies to all drivers
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{{ c.juris }} · {{ c.entity }} · Declared wealth {{ c.wealthFmt }}
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Returned by Compliance — action required {{ c.ret.actor }} · {{ c.ret.when }}
Return type  {{ c.ret.type }} Affected claim  {{ c.ret.claim }}
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Upload the required evidence in Documents, strengthen your explanations, then resubmit from Review.
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Client Narrative {{ c.brief.narrative }}
Supplement
Confirm Edit
Wealth Drivers · {{ c.brief.driverCount }} on the case AI Suggested
{{ dr.label }} disabled — excluded from sufficiency {{ dr.valueFmt }} {{ dr.pct }}% of wealth
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Evidence checklist {{ sl.label }} · {{ sl.mandLabel }}
Others
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Evidence checklist {{ sl.label }} · {{ sl.mandLabel }}
Add Wealth Driver
Add Driver
A manually added driver gets a standard evidence checklist. Its share of declared wealth is computed from the estimated value.
Back Continue
Evidence Checklist
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Attach any supporting documents for this case — you can select multiple files at once.
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Uploading and extracting contents — reading text, classifying against the evidence checklist…
FieldExtracted ValueCorrect ValueReasonEditCheck
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No extracted value
History Remove Flag Confirm Revert
Back Confirm All Continue
Gaps
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Suggested Resolution *
Select a resolution option before saving.
If the ideal document is unavailable: {{ g.alt }}
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Upload supporting documents Attach as many documents as needed — each is auto-verified and added to the timeline
Save Resolution
Revert
Recommended Actions Follow-up actions generated by corroboration of the resolved gaps.
Corroborating resolved gaps against evidence, rules and risk indicators…
Run corroboration to generate recommended actions.
No outstanding actions — corroboration is complete.
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Upload supporting documents Attach the evidence obtained for this action — each document is recorded on the case
Save Resolution
Revert
Generating corroboration narrative and finalising the sufficiency assessment…
Narrative generation failed — the service did not respond. Your gap resolutions are saved. Retry
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01Source of Wealth Overview
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02Journey of Wealth
Claimed by client {{ c.rev.totalClaimed }}
Corroborated {{ c.rev.corrobTotal }}
{{ c.rev.corrPct }}% overall corroboration
Wealth driverClaimedCorroboratedCorrob. %Status
{{ jd.label }} {{ jd.claimedFmt }} {{ jd.corrobFmt }} {{ jd.cpct }}% {{ jd.chip.label }}
Sufficiency Tracker {{ c.mode.label }}
{{ c.suff.coverage }}% wealth coverage · threshold {{ c.suff.threshold }}%
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Recommended path: {{ c.suff.path }}
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Claim-Level Timeline
Date / PeriodMilestone / Claim DetailsDeclaredSupportableTotal Wealth Calc.StatusEvidence Reference
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03Gap Analysis
No evidence gaps were identified for this case.
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Handling Path {{ g.path }}
RM Explanation {{ g.expl }}
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04Recommended Actions
Corroboration has not been run — return to the Corroborate step to generate actions.
No outstanding actions — corroboration is complete.
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Comment / Evidence {{ a.savedComment }}
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05Evidence Consolidation
No verified evidence documents on file yet.
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Proves  {{ ev.proves }}
Does not cover  {{ ev.notCover }}
06Internal Consistency Assessment
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No fund-flow gaps identified in the corroborated narrative.
07Residual Risks and Compliance Notes Overall classification {{ c.rev.riskOverall }}
No residual risk entries — all drivers fully evidenced.
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Approval path  {{ c.rev.path }}
Mandatory disclosure — materiality override {{ c.rev.overrideText }}
Compliance Notes
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Back Download Report {{ c.rev.submitLabel }}
Sufficiency Tracker {{ c.mode.label }}
{{ c.suff.coverage }}% wealth coverage · threshold {{ c.suff.threshold }}%
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{{ dm.pct }}%
Recommended path: {{ c.suff.path }}
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Case Assistant {{ c.client }} · {{ c.ref }}
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ORIGINAL DOCUMENT · PAGE 1
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The correction is recorded with your name and a timestamp in the document's audit history.
Cancel Save Correction
added by RM {{ c.drvPop.valueFmt }} {{ c.drvPop.pct }}% of wealth
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Evidence checklist {{ sl.label }} · {{ sl.mandLabel }}
Applicable Rules {{ c.drvPop.ruleCount }}
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IDNameTypeStageReference
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Stage  {{ r.stageLine }} Method  {{ r.method }} Jurisdiction  {{ r.jur }} Workflow  {{ r.workflow }}
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General — applies to all drivers
No actions recorded yet — verification decisions will appear here.
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Compliance Review Queue {{ queueSubtitle }}
No cases submitted yet
Cases appear here once Relationship Managers submit them for Compliance review.
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No cases in this view
IDClientStatusSufficiencyAttention ItemsDeclared WealthSubmitted BySubmitted
{{ q.ref }} {{ q.initials }} {{ q.client }} {{ q.status.label }} {{ q.mode.label }} {{ q.attnCount }} item(s) · {{ q.highCount }} high {{ q.wealthFmt }} {{ q.submittedBy }} {{ q.submittedAt }}
Back to Compliance Review Queue
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{{ art.juris }} · {{ art.entity }} · Declared {{ art.wealthFmt }} · Submitted {{ art.submittedAt }} by Sarah Lim (RM)
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01Source of Wealth Overview
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02Journey of Wealth
Claimed by client {{ art.rev.totalClaimed }}
Corroborated {{ art.rev.corrobTotal }}
{{ art.rev.corrPct }}% overall corroboration
Wealth driverClaimedCorroboratedCorrob. %Status
{{ jd.label }} {{ jd.claimedFmt }} {{ jd.corrobFmt }} {{ jd.cpct }}% {{ jd.chip.label }}
Sufficiency Tracker {{ art.mode.label }}
{{ art.suff.coverage }}% wealth coverage · threshold {{ art.suff.threshold }}%
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{{ dm.pct }}%
Recommended path: {{ art.suff.path }}
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Claim-Level Timeline
Date / PeriodMilestone / Claim DetailsDeclaredSupportableTotal Wealth Calc.StatusEvidence Reference
{{ r.date }} {{ r.desc }} {{ r.declared }} {{ r.supportable }} {{ r.calc }} {{ r.stLabel }} {{ r.evidence }}{{ r.evidence }}
03Gap Analysis
No evidence gaps were identified for this case.
{{ g.title }} {{ g.driverLabel }} {{ g.pct }}% of declared wealth {{ g.stLabel }}
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Handling Path {{ g.path }}
RM Explanation {{ g.expl }}
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04Recommended Actions
Corroboration was not run on this case.
No outstanding actions — corroboration is complete.
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Issue {{ a.issue }}
Required Action {{ a.action }}
Comment / Evidence {{ a.savedComment }}
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05Evidence Consolidation
No verified evidence documents on file.
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Proves  {{ ev.proves }}
Does not cover  {{ ev.notCover }}
06Internal Consistency Assessment
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No fund-flow gaps identified in the corroborated narrative.
07Residual Risks and Compliance Notes Overall classification {{ art.rev.riskOverall }}
No residual risk entries — all drivers fully evidenced.
{{ rk.code }} {{ rk.sev }} {{ rk.desc }} {{ rk.driverLabel }}
Approval path  {{ art.rev.path }}
Mandatory disclosure — materiality override {{ art.rev.overrideText }}
Compliance Notes
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ORIGINAL DOCUMENT · PAGE 1
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added by RM {{ art.drvPop.valueFmt }} {{ art.drvPop.pct }}% of wealth
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Evidence checklist {{ sl.label }} · {{ sl.mandLabel }}
Applicable Rules {{ art.drvPop.ruleCount }}
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IDNameTypeStageReference
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Stage  {{ r.stageLine }} Method  {{ r.method }} Jurisdiction  {{ r.jur }} Workflow  {{ r.workflow }}
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General — applies to all drivers
No actions recorded yet — verification decisions will appear here.
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Decision required — review the artefact, then approve, return or escalate. Return Escalate to L2 Approve
The structured return notice is posted to the case's activity log and the case unlocks for the RM.
Cancel Return with Comments
Rule Library
History New Rule
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Wealth-Driver Explorer
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General{{ rl.gen.count }}
Cross-cutting rules that apply to every category
Narrow by Subtype
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Typical evidence {{ ev.label }}
Clear Selection
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{{ rl.counter }} Clear Filters Done
Rule Visualization Tree
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Logic & dependencies
No additional logic recorded for this rule.
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Method  {{ r.method }}
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Downstream ({{ r.downCount }}) {{ d.id }} {{ r.downMoreLabel }}
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Edit Delete
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IDNameTypeStageWorkflowReferenceActions
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Stage  {{ r.stageLine }} Wealth driver  {{ r.catName }} Method  {{ r.method }}
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Upstream {{ u.id }}
Downstream ({{ r.downCount }}) {{ d.id }} {{ r.downMoreLabel }}
Subtypes {{ sb.name }}
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The rule is removed from the library and the deletion is recorded in the change history.
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No changes recorded yet.
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Topics
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SoW Advisor Policy Q&A grounded in the SoW rules library · conversation persists across visits
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{{ m.text }}Retry
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