Client Information Hub
Vision prototype
SM
Sarah Mitchell
Client Data Steward
MHA/Requests/New clientMock data

Create a new client request

Hub UI intake channel — controls run live before any record reaches Workday.

Source: Hub UI Workday sync blocked until validation

Legal identity

Information validated against Companies House, HMRC VAT registry and the postcode address file.

Legal name *
Trading name
Company number
VAT number
Registered address
Industry
VAT number missing — request will be flagged in the Data Quality queue.

Live controls

Updated as you fill in the form.

  • Companies HousePending
  • VATAttention
  • Duplicate scanPending
  • AML / KYCPending
GovernanceThe Hub never creates a Master Client Record directly. Submissions enter the Pending validation queue and are released to Workday only when all checks are green.

Hub assistant

Start by entering the legal name — Companies House lookup runs automatically.