JJuris AILegal Workflow OS
EH

Source of Funds

Restricted access

Transaction-level funding reviews — evidence, explanation, consistency, and escalation.

Active review

Matter
Ahmed Khan purchase
Client
Ahmed Khan
Transaction value
£685,000
Funds amount
£171,250 (deposit)
Funds provider
Client and family gift
Bank account source
UK current account + savings account
Evidence received
3 months' bank statements; savings history
Evidence missing
Gift letter from donor; donor bank statement
Explanation provided
Deposit from salary savings plus £40,000 gift from parent
Consistency with client profile
Salary consistent with stated occupation; gift requires donor evidence
Red flags
Single unexplained £8,500 inbound transfer in February
Questions outstanding
Origin of February transfer; donor relationship evidence
Reviewer
Compliance — R. Okafor
Risk level
Medium
Approval status
Awaiting compliance review

Evidence categories

Bank statementsSavings historySalary / employment incomeSale of propertySale of businessInheritanceGiftLoanMortgage advanceInvestment liquidationDividend / company distributionPension lump sumCryptoasset conversionOverseas transferThird-party fundingCorporate fundsTrust distribution

AI actions

Draft only — compliance/legal review required.