Matter UI proposals

File vs document request icon options

Each card shows the same two rows: a customer action request and an actual file. The goal is to make the difference visible before reading the text.

Icon Direction Options

Pick one direction, or mix the icon/color treatment.

Rows

A. Checklist vs file page

Clear task/file split

Passport scan

IdentityPrimary applicant
Request

Quinn passport.pdf

From request: Passport scan
File

B. Inbox tray vs download file

Workflow metaphor

Evidence of funds

FinanceWaiting
Needs input

Bank statement.pdf

Standalone file
Download

C. Question bubble vs attachment

Very explicit

Police certificate if requested

CharacterPending review
Ask

Police certificate.pdf

From request: Police certificate
Attached file

D. Action badge vs asset badge

Text led

Form 956

Agent formTo collect
Customer task

Blank Form 956.docx

Shared template
Case file

Upload Dialog Domain Fields

Category and role should use controlled values, not free text.

Form controls
Strongest direction: use two dropdowns for Category and Subject role, with Subject as a contact/organization picker. This mirrors document requests and keeps standalone files searchable by the same domain metadata.

Category dropdown

IdentityCharacterFinanceRelationship

Subject picker

ContactsOrganizationsNo subject

Subject role dropdown

Primary applicantPartnerSponsor