Bennett Family
s3_analysis_recommendation
James BennettPrimary · james.bennett@example.demo
Sarah Bennettukclient@finance-adviser.site
Tom Bennett
Lily Bennett
Next action

Close the fact-find gaps

Completeness is 20/100. Submission opens at 80.

Continue fact find →
Compliance4 / 12ClearedFact find20 / 10060 points to thresholdDocuments8 on fileAll processedMeetings1 to reviewExtractions waiting for sign-offConsumer Dutynot assessedRun /assess to generate evidence
+ Upload document+ Capture meeting+ Fact-find edit+ Compliance action+ New case

Portal access

No household members on file.

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DEV surface: personas  ·  signed in: Sarah Crowther [PRINCIPAL]