FIGR / UI TEMPLATE

KYB Beneficial Owner Review

Assess corporate ownership evidence and missing identity documents.

This workspace template covers fintech & treasury operations workflows inside an existing product. All people, records and metrics shown are fictional.

KYB Beneficial Owner Review

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At a glance

Screen

Workspace

Primary action

Review business owner

Pattern

workspace workflow

State

Default, Selected, Filtered, Empty, Warning, Success

Design system

Independent product UI reference; no external / 1mg design system

What this screen helps with

Assess corporate ownership evidence and missing identity documents. The user needs to review business owner without losing context.

What to look for

Product areas: Treasury Overview, Transactions, Risk, Settlements, Reports. Task fields: Fintech record, Assigned owner, Product area, Review status. Example metrics: Active records, Items needing review, Within policy, Upcoming deadlines.

States to consider

Default, Selected, Filtered, Empty, Warning, Success. Also cover restricted access, interrupted saves and missing or stale data when relevant.

Where it fits

Treasury Overview → KYB Beneficial Owner Review → Review business owner

Patterns in this screen

workspace, filters, status, record details, review actions

UX choices to review

Keep the current task, related evidence, ownership and next action together.

Review review business owner with a case such as KYB-191 · ownership gap. Make room for empty, warning, permission-denied and failed-save states.

Try a similar screen in Figr

Adapt KYB Beneficial Owner Review to my existing product and design system. Keep our current screens, components and role rules. Explore default, selected, filtered, empty, warning, success and relevant edge cases before generating editable Figma-ready UI.

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