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Release Notes

We are excited to announce a major overhaul of our internal dashboards, designed to enhance efficiency, improve communication and streamline our processes. This release includes numerous new features and improvements that will significantly benefit our sales, KYC, Credit Operations and collections teams. Below is a summary of the key features and their benefits

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High Level Summary of Features for various teams:

Sales Team

Centralized onboarding: All cases across lenders (primary, secondary) to be onboarded in smartdash. All programs will be mapped into the live system within the week ending 17 August. Then all existing customers of the program will be added subsequently

Streamlined communication: Use Smartdash to leave comments and tag relevant teams, ensuring quick responses and smoother collaboration.

Missing Details Tracking: Basis the program and lender requirements documents and sections are made mandatory by system so that no need to manually track what is missing

Effortless Case Tracking: In case certain documents or details are pending to be completed, all these cases will start coming under awaiting additional docs bucket or notified via Emails

Email Notification on Credit Approval and R2D: For applications which moves into credit approved and R2D stage auto emails will be triggered by the system and sent out to entire sales team in real time

Coming soon:

Daily summary of invoices received, invoices disbursed

Sales app for easy and robust customer tracking while on the field

KYC Maker and Checker Team

Introducing Maker and Checker in KYC Process: We are introducing Maker and Checker in KYC. Maker will review the documents and send it to the lender

Configurable KYC Checker: In program-lender where Supermoney is doing the KYC then case goes to KYC Checker or else Maker directly sends the document directly to the lender

Returning Cases with Missing Details to Onboarding Team: Send cases back to onboarding team in case documents or details are missing

Smarter Verification: New intelligent matching tools help reduce manual errors by automatically matching names and cities across documents.

Comprehensive Tracking: Keep tabs on cases through new buckets that reflect each stage of the process, from initiation to lender submission.

Credit Team

Streamlined Document Handling: Allow makers to directly send all necessary documents to the lender, simplifying the credit team’s process by eliminating the need to collate and verify document availability.

Streamlined Workflow: Recommend limits to lender, add pre-disbursement conditions, and handle credit reversals efficiently (Customer NI status)

De-dupe Details: Provide a view to see historical limits provided to a customer across loans, along with their outstanding, active & closed loans, and max DPD details

Credit Evaluation Parameters capture: Capture and track credit evaluation data such as whether bureau details are pulled, capture reason for data not as per the policy

Centralized Approval Capture by Credit Team: Whatever be the lender, credit team will capture the Pre-disbursement and All approvals will be captured in the system

Operations Team

PSD handling module: Easily track all the PSD conditions specified by the lender including capturing of collection fees. System-level validations ensure all required documents and checks are in place before an application is ready to be disbursed

Introducing Maker Checker in PSD: All PSD checks needs to be verified by PSD Checker

Introducing Maker Checker in Invoice: All invoices needs to be verified by Invoice checker

Tailored Dashboards: Separate dashboards for maker and checker teams ensure clear, organized views

Priority Display of Invoices: Invoices where any actions are required from the Invoice Maker or the Invoice Checker will be displayed at the top of the list

Collections Team

Enhanced Customer Information Capture for Improved Profiling and Communication: Capture additional customer details such as alternate mobile number, email ID, property ownership details which can aid in collections

Coming soon: A bucketized view of customers basis their DPD

SPOCs for various dashboard

SPOCs for various dashboard

Team

SPOC

Walkthrough Video

Onboarding

kishor@supermoney.in

Onboarding

sarvesh.yadav@supermoney.in

Onboarding

harshita.nagpal@supermoney.in

KYC Maker

chetan.mane@supermoney.in

KYC Checker

nikhil.tapase@supermoney.in

Credit

ashish.bhargav@supermoney.in

Operations PSD

jayesh@supermoney.in

Operations Invoice processing

karan.shedge@supermoney.in

There are no rows in this table

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Detailed Feature List

Program and Financing Plan - Configurable Onboarding Journey

Flexible configurable programs

All types of SME lending products to be handled

Ability to customize onboarding program is

Benefit: Reducing time for onboarding. For eg. Primary program we can directly add only mandatory documents and move ahead

Mandatory Document List

Feature: A case can't proceed until all specified mandatory documents are added to the system.

Benefit: Guarantees that all necessary documentation is collected upfront, minimizing back-and-forth with clients and allowing the sales team to focus on closing deals rather than administrative tasks.

GST Details Requirement

Feature: If GST details are required, a case can only proceed once these details are provided.

Benefit: Ensures compliance and reduces the risk of incomplete or non-compliant applications, leading to smoother processing and fewer follow-ups. This will save the sales team time and increase efficiency.

Banking Analytics Statement Fetch

Feature: If banking analytics statement fetch is required, a case can only proceed once banking statements are uploaded and analytics are generated.

Benefit: Provides a comprehensive financial overview early in the onboarding process, allowing the sales team to make informed decisions and tailor their approach to each client's financial health.

Property Owner Proof Requirement

Feature: If property ownership proof is required, a case can only proceed once residential or business property ownership details are provided.

Benefit: Ensures that all necessary property documentation is in place, reducing delays and providing the collections team with accurate information in case of defaults

Co-Applicant Details Requirement

Feature: If co-applicant details are required, a case can only proceed once these details are collected.

Benefit: Completes the profile of the application, allowing the sales team to better understand the overall financial standing and risk, leading to more accurate and confident decision-making.

GST Karza Report Fetch

Feature: If a GST Karza report is required, a case can only proceed once the report is collected.

Benefit: Provides detailed GST compliance information, enabling teams to assess the client’s tax reliability and financial health, improving the quality of service and client relationships.

Minimum % Shareholding Requirement

Feature: In partnership entity, based on the specified minimum % shareholding, a case can't proceed until details of partners exceeding the minimum % are provided.

Benefit: Ensures that key stakeholders are properly identified and verified, reducing the risk of fraudulent applications and giving the sales team confidence in the legitimacy of the clients they are working with.

Onboarding Smartdash - List of Features

Bucketize applications based on various stages (Initiated, Awaiting Additional Docs, Completed)

Impact/Benefit: Streamlines workflow management by clearly categorizing applications, making it easier to prioritize and track progress. This enhances efficiency and ensures no application is overlooked.

Email notifications when any team member or a team is tagged

Impact/Benefit: Improves communication and accountability within and between teams. Ensures timely follow-ups and actions, reducing delays and enhancing coordination.

GST auto-fetch via PAN and provision to select a particular GST from the list during onboarding

Impact/Benefit: Reduces manual data entry, minimizes errors, and speeds up the onboarding process, leading to a more efficient and accurate customer setup.

Capture additional customer details (alternate mobile number, email ID, DoB, gender)

Impact/Benefit: Provides comprehensive customer information, aiding the collections team in case of defaults. Enhances customer profiling and enables personalized communication.

Option to upload proof of documents in the same section where details are collected

Impact/Benefit: Simplifies the document submission process, reducing back-and-forth communication and speeding up the onboarding process.

New design to capture Permanent and Current Address side by side with auto-fill toggle

Impact/Benefit: Enhances user experience by simplifying address entry and reducing repetitive data input, leading to quicker and more accurate onboarding.

Automatically compare city name between permanent address and GST address; ask for current address if mismatched

Impact/Benefit: Prevents application rejections and reduces back-and-forth communication with the KYC team, ensuring smoother onboarding.

Allow sales team to specify comments viewable by other teams during onboarding

Impact/Benefit: Facilitates better collaboration and information sharing, ensuring all teams are on the same page and can act on critical information quickly.

Option to tag users/teams in comments to trigger email notifications

Impact/Benefit: Enhances responsiveness and accountability by ensuring relevant teams are immediately notified via emails of important updates or actions required.

Summary view of bucketized cases with detailed information

Impact/Benefit: Provides a clear and concise overview of cases, making it easier to identify and prioritize actions, leading to faster resolutions.

Duration display for cases in buckets

Impact/Benefit: Highlights cases that have been pending for a long time, helping teams prioritize actions and reduce delays.

Option to sort cases based on duration

Impact/Benefit: Enables quick identification of the most urgent cases, improving efficiency in addressing pending applications.

Search functionality on common identifiers (mobile number, PAN number)

Impact/Benefit: Simplifies the process of finding specific cases, saving time and reducing effort in locating applications.

Date range filter

Impact/Benefit: Allows for targeted searches based on time frames, making it easier to manage and track applications within specific periods.

Collect Residential and Business ownership details and proofs during onboarding

Impact/Benefit: Ensures all necessary information is captured upfront, reducing the need for follow-up and speeding up the onboarding process and help collections teams in case of defaults.

Collect two reference details during onboarding

Impact/Benefit: Strengthens the customer profile with additional references, aiding in risk assessment and verification.

Banking statement analytics with features like detecting missing months and allowing multiple uploads

Impact/Benefit: Ensures comprehensive financial analysis by capturing complete banking data, reducing errors, improving the accuracy of the financial assessment and reducing back-and-forth communication and speeding up the onboarding process.

Enable GST link trigger to the customer during onboarding

Impact/Benefit: Streamlines the GST verification process, reducing delays and ensuring that all necessary information is captured in one go, enhancing the overall efficiency of the onboarding journey.

Collecting Co-applicant's proof of identity and proof of address

Impact/Benefit: Ensures all necessary documentation for co-applicants is collected upfront, reducing delays and the need for follow-ups. This leads to faster application processing and enhances the overall customer experience by ensuring completeness and compliance from the start.

Collecting POI and POA of multiple partners as per the policy

Impact/Benefit: Facilitates thorough documentation of all business partners, ensuring compliance with company policies. This reduces the risk of incomplete applications, accelerates the onboarding process and improves accuracy in customer profiles.

System-level validations to ensure all required documents and details are collected before progressing

Impact/Benefit: Enhances data integrity and compliance by ensuring that no application progresses without complete and accurate documentation. This reduces the likelihood of errors, rejections and delays, leading to a smoother and more efficient onboarding process.

Highlight sections to track error comments sent via Maker team/system validation errors

Impact/Benefit: Increases visibility and awareness of errors by clearly highlighting sections with issues. This enables quicker identification and resolution of problems, reducing delays and ensuring that applications can progress smoothly without repeated errors

Create a separate bucket to track applications where certain documents/details are rejected by Maker/KYC team

Impact/Benefit: Streamlines the identification and management of rejected documents or details by isolating these applications in a dedicated bucket. This allows the sales team to quickly address and rectify issues, ensuring faster resubmission and reducing overall processing time. It also helps in maintaining a clear overview of problem areas, leading to more efficient resolution and improved compliance

Summary level view with common customer identifiers (Trade Name, Customer Name, Mobile Number)

Impact/Benefit: Enhances quick identification and reference by providing key customer information at a glance. This helps the Onboarding team to easily locate and manage applications, reducing time spent searching for details.

Duration column specifying the time an application is in a bucket of Onboarding dashboard (Initiated/ Awaiting Additional Docs/ Completed)

Impact/Benefit: Improves tracking and prioritization by showing how long an application has been in a specific stage. This allows the Onboarding team to identify delays and take timely action to move cases forward.

Overall TAT (Total Application Time) showing the duration since the case was added for onboarding

Impact/Benefit: Provides a clear measure of the total time taken for the onboarding process, enabling the Onboarding team to monitor efficiency, identify bottlenecks, and work towards reducing overall processing times.

View with additional customer identifiers (Application ID, Customer ID, PAN, Company Name, Entity Type)

Impact/Benefit: Increases data accessibility by displaying all relevant customer identifiers in one place. This comprehensive view allows the Onboarding team to cross-reference and validate information quickly, improving accuracy and efficiency.

Date range filter option on summary view

Impact/Benefit: Enhances data management by allowing the Onboarding team to filter applications based on specific timeframes. This makes it easier to track cases within a certain period and focus on recent or older cases as needed.

Search via common customer identifiers like Mobile Number, Customer ID, and PAN

Impact/Benefit: Streamlines the search process, allowing the Onboarding team to quickly find and access specific applications based on key identifiers. This reduces time spent on manual searches and improves overall workflow efficiency.

KYC Smartdash - List of Features

Bucketize applications based on various stages (Initiated, Awaiting Additional Docs, Docs Received, Pending with Lender)

Impact/Benefit: Enhances the ability to manage and prioritize tasks by clearly categorizing applications based on their stage. This allows for better workflow management and quicker identification of bottlenecks, ensuring efficient processing of applications.

Intelligent Name Match between POA, POB, and Bank Statement

Impact/Benefit: Reduces errors and speeds up the verification process by automatically matching names across different documents. This ensures consistency and accuracy, minimizing manual checks and reducing the risk of discrepancies.

Intelligent city name match between POB1 and POA city

Impact/Benefit: Automates the verification process by matching city names between different documents, reducing manual effort and errors. This leads to quicker and more accurate validation, improving the overall efficiency of the KYC process.

Intelligent city name match between POB1 and POB2 city

Impact/Benefit: Ensures consistency and accuracy in address verification by automatically matching city names across multiple points of business. This reduces the need for manual intervention, speeding up the verification process.

Compare Mobile number and DOB entered during onboarding with details obtained from PAN API

Impact/Benefit: Enhances the accuracy of customer verification by cross-referencing key details with official PAN data. This reduces the risk of fraud and ensures that all customer information is correctly validated.

Email proof of the documents shared with lender to be captured in the system

Impact/Benefit: Improves record-keeping and compliance by ensuring that proof of document sharing is documented and easily accessible. This enhances transparency and accountability in the verification process.

Allow maker team to connect with sales team via Smartdash platform to avoid offline conversation

Impact/Benefit: Enhances communication and collaboration between teams by providing a centralized platform for interaction. This reduces the risk of miscommunication and ensures that all conversations are documented and easily accessible.

Track all the cases where details are pending from the onboarding team

Impact/Benefit: Provides clear visibility into pending tasks, allowing the KYC team to follow up promptly and ensure that required details are provided. This helps in reducing delays and streamlining the verification process.

Track all the cases where details pending from the onboarding team have been provided

Impact/Benefit: Ensures that the KYC team can easily identify and process cases where pending details have been resolved, leading to quicker application progression and reduced backlog.

Track all the cases which are pending with the lender

Impact/Benefit: Provides visibility into the status of applications with the lender, allowing the KYC team to monitor progress and follow up as needed. This helps in maintaining a smooth workflow and avoiding unnecessary delays.

Track all the cases which are completed

Impact/Benefit: Enables the KYC team to maintain a clear record of completed cases, facilitating better reporting and analysis. This helps in identifying trends and improving overall process efficiency.

Send applications to KYC team/lender once the maker has completed all the checks depending on the flow defined in the program

Impact/Benefit: Ensures that applications are seamlessly handed over to the next stage in the process once all checks are completed, reducing delays and ensuring a smooth workflow. This enhances coordination and efficiency.

Send applications to Credit team/lender once the KYC has completed all the checks depending on the flow defined in the program

Impact/Benefit: Streamlines the application process by ensuring that applications are promptly forwarded to the credit team or lender after KYC checks are completed. This reduces processing time and improves overall efficiency.

Summary level view with common customer identifiers (Trade Name, Customer Name, Mobile Number)

Impact/Benefit: Enhances quick identification and reference by providing key customer information at a glance. This helps the KYC team to easily locate and manage applications, reducing time spent searching for details.

Duration column specifying the time an application is in a bucket of KYC dashboard(Initiated, Awaiting Additional Docs, Docs Received, Pending with Lender)

Impact/Benefit: Improves tracking and prioritization by showing how long an application has been in a specific stage. This allows the KYC team to identify delays and take timely action to move cases forward.

Overall TAT (Total Application Time) showing the duration since the case was added for onboarding

Impact/Benefit: Provides a clear measure of the total time taken for the onboarding process, enabling the KYC team to monitor efficiency, identify bottlenecks, and work towards reducing overall processing times.

View with additional customer identifiers (Application ID, Customer ID, PAN, Company Name, Entity Type)

Impact/Benefit: Increases data accessibility by displaying all relevant customer identifiers in one place. This comprehensive view allows the KYC team to cross-reference and validate information quickly, improving accuracy and efficiency.

Date range filter option on summary view

Impact/Benefit: Enhances data management by allowing the KYC team to filter applications based on specific timeframes. This makes it easier to track cases within a certain period and focus on recent or older cases as needed.

Search via common customer identifiers like Mobile Number, Customer ID, and PAN

Impact/Benefit: Streamlines the search process, allowing the KYC team to quickly find and access specific applications based on key identifiers. This reduces time spent on manual searches and improves overall workflow efficiency.

Credit Smartdash - List of Features

Bucketize applications based on various stages (Initiated, Pending with Lender, Approved by Lender, Rejected by Lender, Credit Reversal)

Impact/Benefit: Enhances the ability to track and manage applications at different stages, making it easier to prioritize and act on cases. This improves workflow efficiency and ensures that the team can quickly identify and address bottlenecks.

Provision to capture application-wise interest rates within a specified range

Impact/Benefit: Provides flexibility in setting interest rates based on specific application criteria, allowing for tailored credit offerings. This improves the competitiveness of lending terms and ensures compliance with agreed-upon rate ranges.

Option to recommend a limit to the lender

Impact/Benefit: Empowers the credit team to suggest appropriate credit limits based on their evaluation, enabling better alignment between the credit assessment and the lender's decision. This can lead to more favorable outcomes for both the company and the customer.

Provision to capture lender-approved limits

Impact/Benefit: Ensures that all approved credit limits are accurately recorded in the system, providing clear visibility and reducing the risk of errors or miscommunication. This enhances the accuracy of financial records and facilitates better decision-making.

Allow the credit team to send the application to another lender if rejected by a lender

Impact/Benefit: Increases flexibility and improves the chances of securing credit by enabling quick re-routing of applications to alternative lenders. This reduces the time and effort required to resubmit applications, leading to faster approvals and better customer service.

Provide a view to see historical limits provided to a customer across loans, along with their outstanding, active & closed loans, and max DPD details

Impact/Benefit: Enhances the ability to assess a customer's creditworthiness by providing a comprehensive view of their credit history. This supports more informed decision-making and helps in evaluating the risk associated with extending additional credit.

Allow the credit team to specify pre-disbursement conditions from a pre-defined set of conditions along with specific instructions

Impact/Benefit: Ensures that all pre-disbursement conditions are clearly defined and tracked, reducing the risk of oversight and ensuring compliance. This enhances control over the disbursement process and minimizes potential risks.

Capture Credit Evaluation parameters in the system instead of maintaining offline

Impact/Benefit: Centralizes all credit evaluation data, making it easier to access, track, and analyze. This improves data accuracy, reduces the risk of errors, and enhances the overall efficiency of the credit evaluation process.

Allow the team to upload CAMs report and Commercial Bureau report in the system for later reference

Impact/Benefit: Improves documentation and record-keeping by ensuring that all critical reports are easily accessible within the system. This enhances the ability to review past decisions and supports more informed future credit assessments.

Track all the cases which are pending with the lender

Impact/Benefit: Provides visibility into the status of applications with the lender, allowing the Credit team to monitor progress and follow up as needed. This helps in maintaining a smooth workflow and avoiding unnecessary delays.

Track all the cases which are Approved by lender

Impact/Benefit: Enables the Credit team to maintain a clear record of approved cases, facilitating better reporting and analysis. This helps in identifying trends and improving overall process efficiency.

Track all the cases which are Rejected by lender

Impact/Benefit: Enables the Credit team to maintain a clear record of rejected cases, facilitating better reporting and analysis. This helps in identifying trends and improving overall process efficiency.

Summary level view with common customer identifiers (Trade Name, Customer Name, Mobile Number)

Impact/Benefit: Enhances quick identification and reference by providing key customer information at a glance. This helps the Credit team to easily locate and manage applications, reducing time spent searching for details.

Duration column specifying the time an application is in a bucket of credit dashboard (Initiated, Pending with Lender, Approved by Lender, Rejected by Lender, Credit Reversal)

Impact/Benefit: Improves tracking and prioritization by showing how long an application has been in a specific stage. This allows the Credit team to identify delays and take timely action to move cases forward.

Overall TAT (Total Application Time) showing the duration since the case was added for onboarding

Impact/Benefit: Provides a clear measure of the total time taken for the onboarding process, enabling the Credit team to monitor efficiency, identify bottlenecks, and work towards reducing overall processing times.

View with additional customer identifiers (Application ID, Customer ID, PAN, Company Name, Entity Type)

Impact/Benefit: Increases data accessibility by displaying all relevant customer identifiers in one place. This comprehensive view allows the Credit team to cross-reference and validate information quickly, improving accuracy and efficiency.

Date range filter option on this view

Impact/Benefit: Enhances data management by allowing the Credit team to filter applications based on specific timeframes. This makes it easier to track cases within a certain period and focus on recent or older cases as needed.

Search via common customer identifiers like Mobile Number, Customer ID, and PAN

Impact/Benefit: Streamlines the search process, allowing the Credit team to quickly find and access specific applications based on key identifiers. This reduces time spent on manual searches and improves overall workflow efficiency.

Operations Smartdash - List of Features

Two separate dashboards for maker and checker teams of OPS

Impact/Benefit: Enhances role-specific workflows by providing dedicated dashboards for makers and checkers, allowing each team to focus on their specific tasks with greater efficiency and clarity.

Bucketize application based on various stages of Pre-disbursement (Post Sanction Checks Initiated, Checks Completed, Completed with Deviation, Invoices Initiated, Assign Back to Credit)

Impact/Benefit: Improves task management and tracking by clearly categorizing applications based on their status. This enables the Operations team to prioritize tasks, monitor progress, and quickly address any bottlenecks.

Option to upload proof of documents or raise deviation for every post sanction checklist

Impact/Benefit: Ensures thorough documentation and compliance by allowing the upload of proof or raising deviations directly within the system. This reduces the risk of missing critical information and streamlines the approval process.

All post sanction checklists to be verified by a checker

Impact/Benefit: Enhances quality control by ensuring that all post sanction checks are reviewed by a checker, reducing the risk of errors and ensuring compliance with internal policies.

Bucketize application based on various stages of Disbursement (PSD Checker, Ready to Disburse, Invoices Checker, Send to Lender)

Notification to PSD checker when checklist items are completed by the maker

Impact/Benefit: Increases efficiency by notifying the checker as soon as checklist items are completed, enabling quicker verification and reducing delays in the process.

Option for PSD checker to reject checklist items, specify reasons, and send the application back to the PSD maker

Impact/Benefit: Improves the accuracy of checks by allowing checkers to reject items that don't meet the required standards and provide feedback for correction. This ensures that only thoroughly verified applications move forward.

PSD maker can view rejected PSD items, correct them, and resend the application to the PSD checker for approval

Impact/Benefit: Enhances collaboration and ensures that corrections are made efficiently, leading to quicker approvals and reducing the likelihood of errors in final submissions.

Cases with approved deviations will still be visible in a separate PDD bucket for tracking and clearing subjectivities

Impact/Benefit: Ensures that all cases with deviations are easily trackable and can be reviewed for further action, providing better oversight and reducing the risk of unresolved issues.

Processing fee to be captured in the system along with email proof

Impact/Benefit: Improves financial transparency and ensures that all processing fees are accurately recorded and documented, reducing the risk of discrepancies.

Ensure that a loan doesn't get created until all the PSD checks are approved

Impact/Benefit: Enhances process control by preventing the creation of loans until all post sanction checks are completed, ensuring compliance and reducing the risk of errors.

In the invoices tab, show total available limit along with any deviation taken on the case for the invoice checker

Impact/Benefit: Provides critical information upfront, enabling the invoice checker to make informed decisions based on the available limit and any deviations, ensuring compliance and reducing the risk of errors.

Invoice consent email proof to be submitted before a loan can be created

Impact/Benefit: Ensures that all necessary approvals are documented before loan creation, enhancing compliance and reducing the risk of unauthorized disbursements.

Only invoices approved by the invoice checker can be sent to the lender for disbursal

Impact/Benefit: Strengthens the control process by ensuring that only thoroughly vetted invoices are sent for disbursal, reducing the risk of errors and unauthorized transactions.

Ensure that the total approved invoices amount doesn't exceed the available limit before sending to the lender for disbursal

Impact/Benefit: Prevents over-disbursement by ensuring that the total amount of approved invoices does not exceed the available limit, reducing financial risk and ensuring compliance.

Capture loan details for other lenders by uploading disbursement file with UTR details

Impact/Benefit: Enhances record-keeping by capturing detailed loan information from other lenders, ensuring that all relevant data is documented and easily accessible.

Ensure that all mandatory PSD checks are completed before a disbursal can happen

Impact/Benefit: Strengthens compliance by ensuring that all necessary checks are completed before disbursement, reducing the risk of errors and ensuring that all processes are followed correctly.

Restrict invoice maker from creating invoices with required amounts exceeding the available limit

Impact/Benefit: Prevents the creation of invoices that exceed the customer's available limit, reducing financial risk and ensuring compliance with lending policies.

Throw notification if the required amount across invoices to be approved exceeds the available limit

Impact/Benefit: Alerts the Operations team to potential issues with over-disbursement, enabling proactive management and reducing the risk of financial errors.

Allow invoice maker to modify the required amount of an invoice

Impact/Benefit: Provides flexibility in adjusting invoice amounts, allowing for corrections to be made easily and ensuring that invoices align with available limits.

Introduce a loan tab in operations dashboards to view the entire list of loans created along with their status

Impact/Benefit: Enhances visibility and tracking of loans, allowing the Operations team to monitor the status of all loans in one place and quickly identify any issues that need attention.

Capture e-way bill number along with valid proof of validation

Impact/Benefit: Ensures that all necessary documentation is captured and validated, enhancing compliance and reducing the risk of errors in the disbursement process.

List invoices where any action needs to be performed by Invoice maker on top for quick action

Impact/Benefit: Prioritizes tasks for the invoice maker, ensuring that critical actions are addressed promptly, reducing delays and improving workflow efficiency.

Allow invoice maker to collate multiple invoices and share one consent email against the list of invoices

Impact/Benefit: Streamlines the process of obtaining consent for multiple invoices, reducing administrative burden and improving efficiency in managing multiple transactions.

List invoices where any action needs to be performed by invoice checker on top for quick action

Impact/Benefit: Ensures that the invoice checker can quickly identify and address pending actions, improving the speed and efficiency of the approval process.

Allow invoice checker to collate multiple invoices and share them with the lender in one go

Impact/Benefit: Simplifies the process of submitting invoices to the lender, reducing administrative effort and ensuring that multiple transactions can be processed efficiently.

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