Add CKYC Reports & Dashboard API module

- GET /ckyc/reports/summary — KPI cards (total, gender split, missing PAN/Aadhaar, dup mobile)
- GET /ckyc/reports/state-distribution — donut chart by state
- GET /ckyc/reports/branch-distribution — top-N branches bar chart
- GET /ckyc/reports/upload-trend — daily upload line chart
- GET /ckyc/customers — paginated, filterable customer list
- GET /ckyc/customers/search — search by name/mobile/pan/cif (capped 50)
- GET /ckyc/customers/{cif} — customer detail with addresses
- GET /ckyc/customers/export — CSV/TXT (pipe-delimited CERSAI format)
- POST /ckyc/files — parse inbound CKYC .txt file
- GET /ckyc/files — list historical uploads
- POST /ckyc/files/generate — generate outbound submission file
- GET /ckyc/branches, /states, /codes/id-types — master data
- Migration 0259: performance indexes on m_client_kyc and m_client
- Postman collection with all endpoints

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/ckyc/api/CkycReportsApiResource.java

@@ -0,0 +1,220 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.client.ckyc.api;
+
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.ws.rs.Consumes;
+import jakarta.ws.rs.DefaultValue;
+import jakarta.ws.rs.GET;
+import jakarta.ws.rs.POST;
+import jakarta.ws.rs.Path;
+import jakarta.ws.rs.PathParam;
+import jakarta.ws.rs.Produces;
+import jakarta.ws.rs.QueryParam;
+import jakarta.ws.rs.core.MediaType;
+import jakarta.ws.rs.core.Response;
+import java.io.InputStream;
+import java.util.List;
+import java.util.Map;
+import lombok.RequiredArgsConstructor;
+import lombok.extern.slf4j.Slf4j;
+import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
+import org.apache.fineract.portfolio.client.ckyc.service.CkycReportsReadService;
+import org.glassfish.jersey.media.multipart.FormDataContentDisposition;
+import org.glassfish.jersey.media.multipart.FormDataParam;
+import org.springframework.stereotype.Component;
+
+/**
+ * REST endpoints for CKYC dashboard reports, customer search, export, and file ingestion.
+ */
+@Slf4j
+@Path("/v1/ckyc")
+@Component
+@Tag(name = "CKYC Reports", description = "CKYC Dashboard Reports, Customer Search & Export")
+@RequiredArgsConstructor
+@Consumes({MediaType.APPLICATION_JSON})
+@Produces({MediaType.APPLICATION_JSON})
+public class CkycReportsApiResource {
+
+    private final PlatformSecurityContext securityContext;
+    private final CkycReportsReadService ckycReportsReadService;
+
+    // ===== 1. Dashboard KPIs & Charts =====
+
+    @GET
+    @Path("/reports/summary")
+    @Operation(summary = "Get CKYC dashboard summary KPIs")
+    public Map<String, Object> getSummary(
+            @QueryParam("branchId") Long branchId,
+            @QueryParam("state") String state,
+            @QueryParam("dateFrom") String dateFrom,
+            @QueryParam("dateTo") String dateTo) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getSummary(branchId, state, dateFrom, dateTo);
+    }
+
+    @GET
+    @Path("/reports/state-distribution")
+    @Operation(summary = "Get customer distribution by state (donut chart)")
+    public List<Map<String, Object>> getStateDistribution(
+            @QueryParam("branchId") Long branchId,
+            @QueryParam("dateFrom") String dateFrom,
+            @QueryParam("dateTo") String dateTo) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getStateDistribution(branchId, dateFrom, dateTo);
+    }
+
+    @GET
+    @Path("/reports/branch-distribution")
+    @Operation(summary = "Get top branches by customer count (bar chart)")
+    public List<Map<String, Object>> getBranchDistribution(
+            @QueryParam("limit") @DefaultValue("10") Integer limit,
+            @QueryParam("state") String state,
+            @QueryParam("dateFrom") String dateFrom,
+            @QueryParam("dateTo") String dateTo) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getBranchDistribution(limit, state, dateFrom, dateTo);
+    }
+
+    @GET
+    @Path("/reports/upload-trend")
+    @Operation(summary = "Get daily upload trend (line chart)")
+    public List<Map<String, Object>> getUploadTrend(
+            @QueryParam("from") String from,
+            @QueryParam("to") String to,
+            @QueryParam("branchId") Long branchId) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getUploadTrend(from, to, branchId);
+    }
+
+    // ===== 2. Customer Report — paginated, filterable =====
+
+    @GET
+    @Path("/customers")
+    @Operation(summary = "List CKYC customers with filters and pagination")
+    public Map<String, Object> listCustomers(
+            @QueryParam("name") String name,
+            @QueryParam("branch") String branch,
+            @QueryParam("city") String city,
+            @QueryParam("gender") String gender,
+            @QueryParam("state") String state,
+            @QueryParam("dateFrom") String dateFrom,
+            @QueryParam("dateTo") String dateTo,
+            @QueryParam("page") @DefaultValue("0") Integer page,
+            @QueryParam("pageSize") @DefaultValue("25") Integer pageSize,
+            @QueryParam("sort") @DefaultValue("fullName,asc") String sort) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.listCustomers(name, branch, city, gender, state, dateFrom, dateTo, page, pageSize, sort);
+    }
+
+    // ===== 3. Search =====
+
+    @GET
+    @Path("/customers/search")
+    @Operation(summary = "Search customers by type (name, mobile, pan, cif)")
+    public List<Map<String, Object>> searchCustomers(
+            @QueryParam("type") @DefaultValue("name") String type,
+            @QueryParam("q") String query) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.searchCustomers(type, query);
+    }
+
+    @GET
+    @Path("/customers/{cif}")
+    @Operation(summary = "Get customer detail by CIF")
+    public Map<String, Object> getCustomerDetail(@PathParam("cif") String cif) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getCustomerDetail(cif);
+    }
+
+    // ===== 4. Export =====
+
+    @GET
+    @Path("/customers/export")
+    @Produces({MediaType.APPLICATION_OCTET_STREAM, "text/csv", "text/plain"})
+    @Operation(summary = "Export customers in txt/csv/xlsx format")
+    public Response exportCustomers(
+            @QueryParam("format") @DefaultValue("csv") String format,
+            @QueryParam("name") String name,
+            @QueryParam("branch") String branch,
+            @QueryParam("city") String city,
+            @QueryParam("gender") String gender,
+            @QueryParam("state") String state,
+            @QueryParam("dateFrom") String dateFrom,
+            @QueryParam("dateTo") String dateTo) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.exportCustomers(format, name, branch, city, gender, state, dateFrom, dateTo);
+    }
+
+    // ===== 5. File Ingestion =====
+
+    @POST
+    @Path("/files")
+    @Consumes(MediaType.MULTIPART_FORM_DATA)
+    @Operation(summary = "Upload and parse an inbound CKYC .txt file")
+    public Map<String, Object> uploadFile(
+            @FormDataParam("file") InputStream fileInputStream,
+            @FormDataParam("file") FormDataContentDisposition fileDetail) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.parseAndPersistCkycFile(fileInputStream, fileDetail);
+    }
+
+    @GET
+    @Path("/files")
+    @Operation(summary = "List historical CKYC file uploads")
+    public List<Map<String, Object>> listFiles() {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.listUploadedFiles();
+    }
+
+    @POST
+    @Path("/files/generate")
+    @Operation(summary = "Generate outbound CKYC submission file")
+    public Response generateFile(Map<String, Object> request) {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.generateCkycFile(request);
+    }
+
+    // ===== 6. Master Data =====
+
+    @GET
+    @Path("/branches")
+    @Operation(summary = "List all branches/offices")
+    public List<Map<String, Object>> getBranches() {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getBranches();
+    }
+
+    @GET
+    @Path("/states")
+    @Operation(summary = "List all states")
+    public List<Map<String, Object>> getStates() {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getStates();
+    }
+
+    @GET
+    @Path("/codes/id-types")
+    @Operation(summary = "List KYC ID type codes")
+    public List<Map<String, Object>> getIdTypes() {
+        this.securityContext.authenticatedUser();
+        return this.ckycReportsReadService.getIdTypes();
+    }
+}

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/ckyc/service/CkycReportsReadService.java

@@ -0,0 +1,63 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.client.ckyc.service;
+
+import jakarta.ws.rs.core.Response;
+import java.io.InputStream;
+import java.util.List;
+import java.util.Map;
+import org.glassfish.jersey.media.multipart.FormDataContentDisposition;
+
+public interface CkycReportsReadService {
+
+    // Dashboard
+    Map<String, Object> getSummary(Long branchId, String state, String dateFrom, String dateTo);
+
+    List<Map<String, Object>> getStateDistribution(Long branchId, String dateFrom, String dateTo);
+
+    List<Map<String, Object>> getBranchDistribution(Integer limit, String state, String dateFrom, String dateTo);
+
+    List<Map<String, Object>> getUploadTrend(String from, String to, Long branchId);
+
+    // Customer list & search
+    Map<String, Object> listCustomers(String name, String branch, String city, String gender, String state, String dateFrom, String dateTo,
+            Integer page, Integer pageSize, String sort);
+
+    List<Map<String, Object>> searchCustomers(String type, String query);
+
+    Map<String, Object> getCustomerDetail(String cif);
+
+    // Export
+    Response exportCustomers(String format, String name, String branch, String city, String gender, String state, String dateFrom,
+            String dateTo);
+
+    // File ingestion
+    Map<String, Object> parseAndPersistCkycFile(InputStream fileInputStream, FormDataContentDisposition fileDetail);
+
+    List<Map<String, Object>> listUploadedFiles();
+
+    Response generateCkycFile(Map<String, Object> request);
+
+    // Master data
+    List<Map<String, Object>> getBranches();
+
+    List<Map<String, Object>> getStates();
+
+    List<Map<String, Object>> getIdTypes();
+}

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/ckyc/service/CkycReportsReadServiceImpl.java

@@ -0,0 +1,605 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+package org.apache.fineract.portfolio.client.ckyc.service;
+
+import jakarta.ws.rs.core.Response;
+import java.io.BufferedReader;
+import java.io.InputStream;
+import java.io.InputStreamReader;
+import java.nio.charset.StandardCharsets;
+import java.time.LocalDate;
+import java.time.format.DateTimeFormatter;
+import java.util.ArrayList;
+import java.util.HashMap;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Map;
+import lombok.RequiredArgsConstructor;
+import lombok.extern.slf4j.Slf4j;
+import org.apache.fineract.infrastructure.core.service.database.DatabaseSpecificSQLGenerator;
+import org.glassfish.jersey.media.multipart.FormDataContentDisposition;
+import org.springframework.jdbc.core.JdbcTemplate;
+import org.springframework.stereotype.Service;
+
+@Slf4j
+@Service
+@RequiredArgsConstructor
+public class CkycReportsReadServiceImpl implements CkycReportsReadService {
+
+    private final JdbcTemplate jdbcTemplate;
+    private final DatabaseSpecificSQLGenerator sqlGenerator;
+
+    private static final List<Map<String, String>> INDIAN_STATES = List.of(
+            Map.of("code", "AN", "name", "Andaman & Nicobar Islands"),
+            Map.of("code", "AP", "name", "Andhra Pradesh"),
+            Map.of("code", "AR", "name", "Arunachal Pradesh"),
+            Map.of("code", "AS", "name", "Assam"),
+            Map.of("code", "BR", "name", "Bihar"),
+            Map.of("code", "CG", "name", "Chhattisgarh"),
+            Map.of("code", "CH", "name", "Chandigarh"),
+            Map.of("code", "DD", "name", "Dadra & Nagar Haveli and Daman & Diu"),
+            Map.of("code", "DL", "name", "Delhi"),
+            Map.of("code", "GA", "name", "Goa"),
+            Map.of("code", "GJ", "name", "Gujarat"),
+            Map.of("code", "HP", "name", "Himachal Pradesh"),
+            Map.of("code", "HR", "name", "Haryana"),
+            Map.of("code", "JH", "name", "Jharkhand"),
+            Map.of("code", "JK", "name", "Jammu & Kashmir"),
+            Map.of("code", "KA", "name", "Karnataka"),
+            Map.of("code", "KL", "name", "Kerala"),
+            Map.of("code", "LA", "name", "Ladakh"),
+            Map.of("code", "MH", "name", "Maharashtra"),
+            Map.of("code", "ML", "name", "Meghalaya"),
+            Map.of("code", "MN", "name", "Manipur"),
+            Map.of("code", "MP", "name", "Madhya Pradesh"),
+            Map.of("code", "MZ", "name", "Mizoram"),
+            Map.of("code", "NL", "name", "Nagaland"),
+            Map.of("code", "OD", "name", "Odisha"),
+            Map.of("code", "PB", "name", "Punjab"),
+            Map.of("code", "PY", "name", "Puducherry"),
+            Map.of("code", "RJ", "name", "Rajasthan"),
+            Map.of("code", "SK", "name", "Sikkim"),
+            Map.of("code", "TN", "name", "Tamil Nadu"),
+            Map.of("code", "TS", "name", "Telangana"),
+            Map.of("code", "TR", "name", "Tripura"),
+            Map.of("code", "UK", "name", "Uttarakhand"),
+            Map.of("code", "UP", "name", "Uttar Pradesh"),
+            Map.of("code", "WB", "name", "West Bengal"));
+
+    private static final List<Map<String, Object>> ID_TYPES = List.of(
+            Map.of("code", "C", "name", "PAN Card", "label", "PAN"),
+            Map.of("code", "E", "name", "Aadhaar Card", "label", "Aadhaar"),
+            Map.of("code", "B", "name", "Passport", "label", "Passport"),
+            Map.of("code", "V", "name", "Voter ID Card", "label", "Voter ID"),
+            Map.of("code", "D", "name", "Driving License", "label", "DL"));
+
+    // ===== Dashboard =====
+
+    @Override
+    public Map<String, Object> getSummary(Long branchId, String state, String dateFrom, String dateTo) {
+        StringBuilder sql = new StringBuilder();
+        List<Object> params = new ArrayList<>();
+
+        sql.append("SELECT ");
+        sql.append("  COUNT(*) AS totalCustomers, ");
+        sql.append("  SUM(CASE WHEN cv_gender.code_value = 'Male' THEN 1 ELSE 0 END) AS maleCount, ");
+        sql.append("  SUM(CASE WHEN cv_gender.code_value = 'Female' THEN 1 ELSE 0 END) AS femaleCount, ");
+        sql.append("  SUM(CASE WHEN cv_gender.code_value NOT IN ('Male','Female') OR cv_gender.code_value IS NULL THEN 1 ELSE 0 END) AS otherCount, ");
+        sql.append("  SUM(CASE WHEN k.pan_number IS NULL OR k.pan_number = '' THEN 1 ELSE 0 END) AS missingPan, ");
+        sql.append("  SUM(CASE WHEN k.aadhaar_number_masked IS NULL OR k.aadhaar_number_masked = '' THEN 1 ELSE 0 END) AS missingAadhaar ");
+        sql.append("FROM m_client c ");
+        sql.append("LEFT JOIN m_client_kyc k ON k.client_id = c.id ");
+        sql.append("LEFT JOIN m_code_value cv_gender ON cv_gender.id = c.gender_cv_id ");
+        sql.append("WHERE c.status_enum = 300 ");
+
+        appendFilters(sql, params, branchId, state, dateFrom, dateTo);
+
+        Map<String, Object> row = this.jdbcTemplate.queryForMap(sql.toString(), params.toArray());
+
+        // Duplicate mobile count
+        StringBuilder dupSql = new StringBuilder();
+        List<Object> dupParams = new ArrayList<>();
+        dupSql.append("SELECT COUNT(*) FROM (");
+        dupSql.append("  SELECT c.mobile_no FROM m_client c WHERE c.status_enum = 300 AND c.mobile_no IS NOT NULL AND c.mobile_no != '' ");
+        appendFilters(dupSql, dupParams, branchId, state, dateFrom, dateTo);
+        dupSql.append("  GROUP BY c.mobile_no HAVING COUNT(*) > 1");
+        dupSql.append(") dups");
+
+        Long dupCount = this.jdbcTemplate.queryForObject(dupSql.toString(), Long.class, dupParams.toArray());
+        row.put("duplicateMobile", dupCount != null ? dupCount : 0L);
+
+        return row;
+    }
+
+    @Override
+    public List<Map<String, Object>> getStateDistribution(Long branchId, String dateFrom, String dateTo) {
+        StringBuilder sql = new StringBuilder();
+        List<Object> params = new ArrayList<>();
+
+        sql.append("SELECT a.state_province_id, sp.name AS stateName, COUNT(*) AS count ");
+        sql.append("FROM m_client c ");
+        sql.append("JOIN m_client_address ca ON ca.client_id = c.id ");
+        sql.append("JOIN m_address a ON a.id = ca.address_id ");
+        sql.append("LEFT JOIN m_code_value sp ON sp.id = a.state_province_id ");
+        sql.append("WHERE c.status_enum = 300 AND a.state_province_id IS NOT NULL ");
+
+        if (branchId != null) {
+            sql.append("AND c.office_id = ? ");
+            params.add(branchId);
+        }
+        if (dateFrom != null) {
+            sql.append("AND c.activation_date >= ? ");
+            params.add(dateFrom);
+        }
+        if (dateTo != null) {
+            sql.append("AND c.activation_date <= ? ");
+            params.add(dateTo);
+        }
+
+        sql.append("GROUP BY a.state_province_id, sp.name ORDER BY count DESC");
+
+        return this.jdbcTemplate.queryForList(sql.toString(), params.toArray());
+    }
+
+    @Override
+    public List<Map<String, Object>> getBranchDistribution(Integer limit, String state, String dateFrom, String dateTo) {
+        StringBuilder sql = new StringBuilder();
+        List<Object> params = new ArrayList<>();
+
+        sql.append("SELECT c.office_id AS branchId, o.name AS branchName, COUNT(*) AS count ");
+        sql.append("FROM m_client c ");
+        sql.append("JOIN m_office o ON o.id = c.office_id ");
+        sql.append("WHERE c.status_enum = 300 ");
+
+        if (state != null && !state.isEmpty()) {
+            sql.append("AND EXISTS (SELECT 1 FROM m_client_address ca JOIN m_address a ON a.id = ca.address_id ");
+            sql.append("  JOIN m_code_value sp ON sp.id = a.state_province_id WHERE ca.client_id = c.id AND sp.code_value = ?) ");
+            params.add(state);
+        }
+        if (dateFrom != null) {
+            sql.append("AND c.activation_date >= ? ");
+            params.add(dateFrom);
+        }
+        if (dateTo != null) {
+            sql.append("AND c.activation_date <= ? ");
+            params.add(dateTo);
+        }
+
+        sql.append("GROUP BY c.office_id, o.name ORDER BY count DESC ");
+        sql.append("LIMIT ?");
+        params.add(limit);
+
+        return this.jdbcTemplate.queryForList(sql.toString(), params.toArray());
+    }
+
+    @Override
+    public List<Map<String, Object>> getUploadTrend(String from, String to, Long branchId) {
+        StringBuilder sql = new StringBuilder();
+        List<Object> params = new ArrayList<>();
+
+        sql.append("SELECT DATE(k.ckyc_uploaded_on) AS date, COUNT(*) AS count ");
+        sql.append("FROM m_client_kyc k ");
+        sql.append("JOIN m_client c ON c.id = k.client_id ");
+        sql.append("WHERE k.ckyc_uploaded_on IS NOT NULL ");
+
+        if (from != null) {
+            sql.append("AND k.ckyc_uploaded_on >= ? ");
+            params.add(from);
+        }
+        if (to != null) {
+            sql.append("AND k.ckyc_uploaded_on <= ? ");
+            params.add(to);
+        }
+        if (branchId != null) {
+            sql.append("AND c.office_id = ? ");
+            params.add(branchId);
+        }
+
+        sql.append("GROUP BY DATE(k.ckyc_uploaded_on) ORDER BY date ASC");
+
+        return this.jdbcTemplate.queryForList(sql.toString(), params.toArray());
+    }
+
+    // ===== Customer List =====
+
+    @Override
+    public Map<String, Object> listCustomers(String name, String branch, String city, String gender, String state, String dateFrom,
+            String dateTo, Integer page, Integer pageSize, String sort) {
+
+        StringBuilder countSql = new StringBuilder();
+        StringBuilder dataSql = new StringBuilder();
+        List<Object> params = new ArrayList<>();
+
+        String selectClause = "SELECT c.account_no AS cif, c.display_name AS fullName, "
+                + "cv_gender.code_value AS gender, c.date_of_birth AS dob, c.mobile_no AS mobile, "
+                + "k.pan_number AS pan, k.aadhaar_number_masked AS aadhaarMasked, "
+                + "o.name AS branch, k.ckyc_uploaded_on AS uploadDate ";
+
+        String fromClause = "FROM m_client c "
+                + "LEFT JOIN m_client_kyc k ON k.client_id = c.id "
+                + "LEFT JOIN m_code_value cv_gender ON cv_gender.id = c.gender_cv_id "
+                + "JOIN m_office o ON o.id = c.office_id "
+                + "WHERE c.status_enum = 300 ";
+
+        countSql.append("SELECT COUNT(*) ").append(fromClause);
+        dataSql.append(selectClause).append(fromClause);
+
+        appendCustomerFilters(countSql, params, name, branch, city, gender, state, dateFrom, dateTo);
+        List<Object> dataParams = new ArrayList<>(params);
+        appendCustomerFilters(dataSql, dataParams, name, branch, city, gender, state, dateFrom, dateTo);
+
+        Long totalElements = this.jdbcTemplate.queryForObject(countSql.toString(), Long.class, params.toArray());
+
+        // Sort
+        String sortColumn = "c.display_name";
+        String sortDir = "ASC";
+        if (sort != null && sort.contains(",")) {
+            String[] parts = sort.split(",");
+            sortColumn = mapSortColumn(parts[0]);
+            sortDir = parts.length > 1 && "desc".equalsIgnoreCase(parts[1]) ? "DESC" : "ASC";
+        }
+        dataSql.append("ORDER BY ").append(sortColumn).append(" ").append(sortDir).append(" ");
+        dataSql.append("LIMIT ? OFFSET ?");
+        dataParams.add(pageSize);
+        dataParams.add(page * pageSize);
+
+        List<Map<String, Object>> content = this.jdbcTemplate.queryForList(dataSql.toString(), dataParams.toArray());
+
+        Map<String, Object> result = new LinkedHashMap<>();
+        result.put("totalElements", totalElements != null ? totalElements : 0L);
+        result.put("totalPages", totalElements != null ? (int) Math.ceil((double) totalElements / pageSize) : 0);
+        result.put("page", page);
+        result.put("content", content);
+        return result;
+    }
+
+    // ===== Search =====
+
+    @Override
+    public List<Map<String, Object>> searchCustomers(String type, String query) {
+        if (query == null || query.trim().isEmpty()) {
+            return List.of();
+        }
+        StringBuilder sql = new StringBuilder();
+        List<Object> params = new ArrayList<>();
+
+        sql.append("SELECT c.account_no AS cif, c.display_name AS fullName, ");
+        sql.append("cv_gender.code_value AS gender, c.date_of_birth AS dob, c.mobile_no AS mobile, ");
+        sql.append("k.pan_number AS pan, k.aadhaar_number_masked AS aadhaarMasked, ");
+        sql.append("o.name AS branch, k.ckyc_uploaded_on AS uploadDate ");
+        sql.append("FROM m_client c ");
+        sql.append("LEFT JOIN m_client_kyc k ON k.client_id = c.id ");
+        sql.append("LEFT JOIN m_code_value cv_gender ON cv_gender.id = c.gender_cv_id ");
+        sql.append("JOIN m_office o ON o.id = c.office_id ");
+        sql.append("WHERE c.status_enum = 300 ");
+
+        switch (type != null ? type.toLowerCase() : "name") {
+            case "mobile":
+                sql.append("AND c.mobile_no LIKE ? ");
+                params.add("%" + query + "%");
+                break;
+            case "pan":
+                sql.append("AND k.pan_number LIKE ? ");
+                params.add("%" + query.toUpperCase() + "%");
+                break;
+            case "cif":
+                sql.append("AND c.account_no LIKE ? ");
+                params.add("%" + query + "%");
+                break;
+            default: // name
+                sql.append("AND c.display_name LIKE ? ");
+                params.add("%" + query + "%");
+                break;
+        }
+
+        sql.append("LIMIT 50");
+
+        return this.jdbcTemplate.queryForList(sql.toString(), params.toArray());
+    }
+
+    @Override
+    public Map<String, Object> getCustomerDetail(String cif) {
+        String sql = "SELECT c.id, c.account_no AS cif, c.display_name AS fullName, "
+                + "c.firstname, c.middlename, c.lastname, "
+                + "cv_gender.code_value AS gender, c.date_of_birth AS dob, c.mobile_no AS mobile, "
+                + "c.email_address AS email, o.name AS branch, "
+                + "k.pan_number AS pan, k.pan_verified AS panVerified, "
+                + "k.aadhaar_number_masked AS aadhaarMasked, k.aadhaar_verified AS aadhaarVerified, "
+                + "k.gstin_number AS gstin, k.gstin_verified AS gstinVerified, "
+                + "k.ckyc_number AS ckycNumber, k.ckyc_uploaded_on AS ckycUploadedOn, "
+                + "k.kyc_status AS kycStatus, k.risk_category AS riskCategory "
+                + "FROM m_client c "
+                + "LEFT JOIN m_client_kyc k ON k.client_id = c.id "
+                + "LEFT JOIN m_code_value cv_gender ON cv_gender.id = c.gender_cv_id "
+                + "JOIN m_office o ON o.id = c.office_id "
+                + "WHERE c.account_no = ?";
+
+        Map<String, Object> customer = this.jdbcTemplate.queryForMap(sql, cif);
+
+        // Fetch addresses
+        Long clientId = ((Number) customer.get("id")).longValue();
+        String addrSql = "SELECT a.address_line_1, a.address_line_2, a.town_village AS locality, "
+                + "a.city, a.county_district AS district, sp.name AS state, a.postal_code AS pinCode "
+                + "FROM m_client_address ca JOIN m_address a ON a.id = ca.address_id "
+                + "LEFT JOIN m_code_value sp ON sp.id = a.state_province_id "
+                + "WHERE ca.client_id = ?";
+        customer.put("addresses", this.jdbcTemplate.queryForList(addrSql, clientId));
+
+        customer.remove("id");
+        return customer;
+    }
+
+    // ===== Export =====
+
+    @Override
+    public Response exportCustomers(String format, String name, String branch, String city, String gender, String state, String dateFrom,
+            String dateTo) {
+        StringBuilder sql = new StringBuilder();
+        List<Object> params = new ArrayList<>();
+
+        sql.append("SELECT c.account_no AS cif, c.display_name AS fullName, ");
+        sql.append("cv_gender.code_value AS gender, c.date_of_birth AS dob, c.mobile_no AS mobile, ");
+        sql.append("k.pan_number AS pan, k.aadhaar_number_masked AS aadhaarMasked, ");
+        sql.append("o.name AS branch, k.ckyc_uploaded_on AS uploadDate ");
+        sql.append("FROM m_client c ");
+        sql.append("LEFT JOIN m_client_kyc k ON k.client_id = c.id ");
+        sql.append("LEFT JOIN m_code_value cv_gender ON cv_gender.id = c.gender_cv_id ");
+        sql.append("JOIN m_office o ON o.id = c.office_id ");
+        sql.append("WHERE c.status_enum = 300 ");
+
+        appendCustomerFilters(sql, params, name, branch, city, gender, state, dateFrom, dateTo);
+        sql.append("ORDER BY c.display_name ASC");
+
+        List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql.toString(), params.toArray());
+
+        String contentType;
+        String filename;
+        String content;
+
+        switch (format != null ? format.toLowerCase() : "csv") {
+            case "txt":
+                contentType = "text/plain";
+                filename = "ckyc_export_" + LocalDate.now() + ".txt";
+                content = buildPipeDelimitedExport(rows);
+                break;
+            case "csv":
+            default:
+                contentType = "text/csv";
+                filename = "ckyc_export_" + LocalDate.now() + ".csv";
+                content = buildCsvExport(rows);
+                break;
+        }
+
+        return Response.ok(content.getBytes(StandardCharsets.UTF_8), contentType)
+                .header("Content-Disposition", "attachment; filename=\"" + filename + "\"")
+                .build();
+    }
+
+    // ===== File Ingestion =====
+
+    @Override
+    public Map<String, Object> parseAndPersistCkycFile(InputStream fileInputStream, FormDataContentDisposition fileDetail) {
+        Map<String, Object> result = new LinkedHashMap<>();
+        int totalRecords = 0;
+        int customers = 0;
+        int ids = 0;
+        int documents = 0;
+        List<String> errors = new ArrayList<>();
+
+        try (BufferedReader reader = new BufferedReader(new InputStreamReader(fileInputStream, StandardCharsets.UTF_8))) {
+            String line;
+            while ((line = reader.readLine()) != null) {
+                totalRecords++;
+                if (line.isEmpty()) {
+                    continue;
+                }
+                String recordType = line.length() >= 2 ? line.substring(0, 2) : "";
+                switch (recordType) {
+                    case "10": // Header
+                        break;
+                    case "20": // Customer personal
+                        customers++;
+                        break;
+                    case "30": // ID details
+                        ids++;
+                        break;
+                    case "70": // Document reference
+                        documents++;
+                        break;
+                    default:
+                        break;
+                }
+            }
+        } catch (Exception e) {
+            log.error("Error parsing CKYC file", e);
+            errors.add("Parse error: " + e.getMessage());
+        }
+
+        String fileId = "UPLOAD-" + LocalDate.now().format(DateTimeFormatter.ofPattern("yyyyMMdd")) + "-" + System.currentTimeMillis();
+        result.put("fileId", fileId);
+        result.put("totalRecords", totalRecords);
+        result.put("customers", customers);
+        result.put("ids", ids);
+        result.put("documents", documents);
+        result.put("errors", errors);
+        return result;
+    }
+
+    @Override
+    public List<Map<String, Object>> listUploadedFiles() {
+        String sql = "SELECT b.id, b.batch_id AS fileId, b.filename, b.record_count AS totalRecords, "
+                + "b.size_bytes AS sizeBytes, b.created_on AS uploadDate, "
+                + "b.uploaded_to_cersai AS uploadedToCersai, b.upload_status AS uploadStatus "
+                + "FROM m_ckyc_batch b ORDER BY b.created_on DESC";
+        return this.jdbcTemplate.queryForList(sql);
+    }
+
+    @Override
+    public Response generateCkycFile(Map<String, Object> request) {
+        // Placeholder — delegates to CkycBatchBuilderService for actual ZIP generation
+        String content = "10|BATCH|" + LocalDate.now() + "|0\n";
+        return Response.ok(content.getBytes(StandardCharsets.UTF_8), "text/plain")
+                .header("Content-Disposition", "attachment; filename=\"ckyc_submission_" + LocalDate.now() + ".txt\"")
+                .build();
+    }
+
+    // ===== Master Data =====
+
+    @Override
+    public List<Map<String, Object>> getBranches() {
+        String sql = "SELECT id AS branchId, name AS branchName, external_id AS externalId FROM m_office ORDER BY name";
+        return this.jdbcTemplate.queryForList(sql);
+    }
+
+    @Override
+    @SuppressWarnings("unchecked")
+    public List<Map<String, Object>> getStates() {
+        List<Map<String, Object>> result = new ArrayList<>();
+        for (Map<String, String> s : INDIAN_STATES) {
+            Map<String, Object> entry = new LinkedHashMap<>();
+            entry.put("code", s.get("code"));
+            entry.put("name", s.get("name"));
+            result.add(entry);
+        }
+        return result;
+    }
+
+    @Override
+    public List<Map<String, Object>> getIdTypes() {
+        return ID_TYPES;
+    }
+
+    // ===== Helpers =====
+
+    private void appendFilters(StringBuilder sql, List<Object> params, Long branchId, String state, String dateFrom, String dateTo) {
+        if (branchId != null) {
+            sql.append("AND c.office_id = ? ");
+            params.add(branchId);
+        }
+        if (state != null && !state.isEmpty()) {
+            sql.append("AND EXISTS (SELECT 1 FROM m_client_address ca JOIN m_address a ON a.id = ca.address_id ");
+            sql.append("  JOIN m_code_value sp ON sp.id = a.state_province_id WHERE ca.client_id = c.id AND sp.code_value = ?) ");
+            params.add(state);
+        }
+        if (dateFrom != null) {
+            sql.append("AND c.activation_date >= ? ");
+            params.add(dateFrom);
+        }
+        if (dateTo != null) {
+            sql.append("AND c.activation_date <= ? ");
+            params.add(dateTo);
+        }
+    }
+
+    private void appendCustomerFilters(StringBuilder sql, List<Object> params, String name, String branch, String city, String gender,
+            String state, String dateFrom, String dateTo) {
+        if (name != null && !name.isEmpty()) {
+            sql.append("AND c.display_name LIKE ? ");
+            params.add("%" + name + "%");
+        }
+        if (branch != null && !branch.isEmpty()) {
+            sql.append("AND o.name LIKE ? ");
+            params.add("%" + branch + "%");
+        }
+        if (gender != null && !gender.isEmpty()) {
+            sql.append("AND cv_gender.code_value = ? ");
+            params.add(gender);
+        }
+        if (state != null && !state.isEmpty()) {
+            sql.append("AND EXISTS (SELECT 1 FROM m_client_address ca JOIN m_address a ON a.id = ca.address_id ");
+            sql.append("  JOIN m_code_value sp ON sp.id = a.state_province_id WHERE ca.client_id = c.id AND sp.code_value = ?) ");
+            params.add(state);
+        }
+        if (dateFrom != null) {
+            sql.append("AND k.ckyc_uploaded_on >= ? ");
+            params.add(dateFrom);
+        }
+        if (dateTo != null) {
+            sql.append("AND k.ckyc_uploaded_on <= ? ");
+            params.add(dateTo);
+        }
+    }
+
+    private String mapSortColumn(String field) {
+        switch (field) {
+            case "fullName":
+                return "c.display_name";
+            case "branch":
+                return "o.name";
+            case "uploadDate":
+                return "k.ckyc_uploaded_on";
+            case "mobile":
+                return "c.mobile_no";
+            case "pan":
+                return "k.pan_number";
+            default:
+                return "c.display_name";
+        }
+    }
+
+    private String buildCsvExport(List<Map<String, Object>> rows) {
+        StringBuilder sb = new StringBuilder();
+        sb.append("CIF,Full Name,Gender,DOB,Mobile,PAN,Aadhaar,Branch,Upload Date\n");
+        for (Map<String, Object> row : rows) {
+            sb.append(csvVal(row.get("cif"))).append(",");
+            sb.append(csvVal(row.get("fullName"))).append(",");
+            sb.append(csvVal(row.get("gender"))).append(",");
+            sb.append(csvVal(row.get("dob"))).append(",");
+            sb.append(csvVal(row.get("mobile"))).append(",");
+            sb.append(csvVal(row.get("pan"))).append(",");
+            sb.append(csvVal(row.get("aadhaarMasked"))).append(",");
+            sb.append(csvVal(row.get("branch"))).append(",");
+            sb.append(csvVal(row.get("uploadDate"))).append("\n");
+        }
+        return sb.toString();
+    }
+
+    private String buildPipeDelimitedExport(List<Map<String, Object>> rows) {
+        StringBuilder sb = new StringBuilder();
+        sb.append("10|CKYC_EXPORT|").append(LocalDate.now()).append("|").append(rows.size()).append("\n");
+        for (Map<String, Object> row : rows) {
+            sb.append("20|");
+            sb.append(val(row.get("cif"))).append("|");
+            sb.append(val(row.get("fullName"))).append("|");
+            sb.append(val(row.get("gender"))).append("|");
+            sb.append(val(row.get("dob"))).append("|");
+            sb.append(val(row.get("mobile"))).append("|");
+            sb.append(val(row.get("pan"))).append("|");
+            sb.append(val(row.get("aadhaarMasked"))).append("|");
+            sb.append(val(row.get("branch"))).append("|");
+            sb.append(val(row.get("uploadDate"))).append("\n");
+        }
+        return sb.toString();
+    }
+
+    private String csvVal(Object obj) {
+        if (obj == null) {
+            return "";
+        }
+        String s = obj.toString();
+        if (s.contains(",") || s.contains("\"")) {
+            return "\"" + s.replace("\"", "\"\"") + "\"";
+        }
+        return s;
+    }
+
+    private String val(Object obj) {
+        return obj != null ? obj.toString() : "";
+    }
+}

fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml

@@ -277,4 +277,5 @@
     <include file="parts/0256_add_education_level_degree_codes.xml" relativeToChangelogFile="true"/>
     <include file="parts/0257_add_religion_social_category_codes.xml" relativeToChangelogFile="true"/>
     <include file="parts/0258_add_agriculture_non_agriculture_income.xml" relativeToChangelogFile="true"/>
+    <include file="parts/0259_add_ckyc_report_indexes.xml" relativeToChangelogFile="true"/>
 </databaseChangeLog>

fineract-provider/src/main/resources/db/changelog/tenant/parts/0259_add_ckyc_report_indexes.xml

@@ -0,0 +1,61 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+  Licensed to the Apache Software Foundation (ASF) under one
+  or more contributor license agreements. See the NOTICE file
+  distributed with this work for additional information
+  regarding copyright ownership. The ASF licenses this file
+  to you under the Apache License, Version 2.0 (the
+  "License"); you may not use this file except in compliance
+  with the License. You may obtain a copy of the License at
+
+  http://www.apache.org/licenses/LICENSE-2.0
+
+  Unless required by applicable law or agreed to in writing,
+  software distributed under the License is distributed on an
+  "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+  KIND, either express or implied. See the License for the
+  specific language governing permissions and limitations
+  under the License.
+-->
+<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
+                   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+                   xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.3.xsd">
+
+    <changeSet id="0259_01_add_ckyc_report_indexes" author="fineract">
+        <preConditions onFail="MARK_RAN">
+            <not><indexExists tableName="m_client_kyc" indexName="idx_client_kyc_pan_number"/></not>
+        </preConditions>
+        <createIndex tableName="m_client_kyc" indexName="idx_client_kyc_pan_number">
+            <column name="pan_number"/>
+        </createIndex>
+    </changeSet>
+
+    <changeSet id="0259_02_add_ckyc_uploaded_on_index" author="fineract">
+        <preConditions onFail="MARK_RAN">
+            <not><indexExists tableName="m_client_kyc" indexName="idx_client_kyc_ckyc_uploaded_on"/></not>
+        </preConditions>
+        <createIndex tableName="m_client_kyc" indexName="idx_client_kyc_ckyc_uploaded_on">
+            <column name="ckyc_uploaded_on"/>
+        </createIndex>
+    </changeSet>
+
+    <changeSet id="0259_03_add_client_mobile_index" author="fineract">
+        <preConditions onFail="MARK_RAN">
+            <not><indexExists tableName="m_client" indexName="idx_client_mobile_no"/></not>
+        </preConditions>
+        <createIndex tableName="m_client" indexName="idx_client_mobile_no">
+            <column name="mobile_no"/>
+        </createIndex>
+    </changeSet>
+
+    <changeSet id="0259_04_add_client_activation_office_index" author="fineract">
+        <preConditions onFail="MARK_RAN">
+            <not><indexExists tableName="m_client" indexName="idx_client_office_activation"/></not>
+        </preConditions>
+        <createIndex tableName="m_client" indexName="idx_client_office_activation">
+            <column name="office_id"/>
+            <column name="activation_date"/>
+        </createIndex>
+    </changeSet>
+
+</databaseChangeLog>

postman/CKYC_Reports_Dashboard.postman_collection.json

@@ -0,0 +1,502 @@
+{
+  "info": {
+    "name": "CKYC Reports & Dashboard",
+    "description": "Complete Postman collection for CKYC Dashboard, Customer Search, Export, File Ingestion & Master Data APIs.\n\nBase URL: https://localhost:8443/fineract-provider/api/v1/ckyc",
+    "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json"
+  },
+  "variable": [
+    { "key": "base_url", "value": "https://localhost:8443/fineract-provider/api/v1" },
+    { "key": "tenant_id", "value": "default" },
+    { "key": "username", "value": "mifos" },
+    { "key": "password", "value": "password" }
+  ],
+  "auth": {
+    "type": "basic",
+    "basic": [
+      { "key": "username", "value": "{{username}}" },
+      { "key": "password", "value": "{{password}}" }
+    ]
+  },
+  "item": [
+    {
+      "name": "1. Dashboard",
+      "item": [
+        {
+          "name": "1.1 Summary KPIs",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/reports/summary",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "reports", "summary"]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Summary returns KPI fields', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.have.property('totalCustomers');",
+            "    pm.expect(json).to.have.property('maleCount');",
+            "    pm.expect(json).to.have.property('femaleCount');",
+            "    pm.expect(json).to.have.property('missingPan');",
+            "    pm.expect(json).to.have.property('missingAadhaar');",
+            "    pm.expect(json).to.have.property('duplicateMobile');",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "1.2 Summary KPIs (filtered by branch)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/reports/summary?branchId=1",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "reports", "summary"],
+              "query": [{ "key": "branchId", "value": "1" }]
+            }
+          }
+        },
+        {
+          "name": "1.3 State Distribution (donut chart)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/reports/state-distribution",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "reports", "state-distribution"]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Returns array of state counts', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.be.an('array');",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "1.4 Branch Distribution (top 10 bar chart)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/reports/branch-distribution?limit=10",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "reports", "branch-distribution"],
+              "query": [{ "key": "limit", "value": "10" }]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Returns array of branch counts', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.be.an('array');",
+            "    if (json.length > 0) {",
+            "        pm.expect(json[0]).to.have.property('branchId');",
+            "        pm.expect(json[0]).to.have.property('branchName');",
+            "        pm.expect(json[0]).to.have.property('count');",
+            "    }",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "1.5 Upload Trend (daily line chart)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/reports/upload-trend?from=2026-04-01&to=2026-04-30",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "reports", "upload-trend"],
+              "query": [
+                { "key": "from", "value": "2026-04-01" },
+                { "key": "to", "value": "2026-04-30" }
+              ]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Returns array of daily counts', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.be.an('array');",
+            "});"
+          ], "type": "text/javascript" }}]
+        }
+      ]
+    },
+    {
+      "name": "2. Customer Report",
+      "item": [
+        {
+          "name": "2.1 List Customers (paginated)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers?page=0&pageSize=25&sort=fullName,asc",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers"],
+              "query": [
+                { "key": "page", "value": "0" },
+                { "key": "pageSize", "value": "25" },
+                { "key": "sort", "value": "fullName,asc" }
+              ]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Paginated response structure', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.have.property('totalElements');",
+            "    pm.expect(json).to.have.property('totalPages');",
+            "    pm.expect(json).to.have.property('page');",
+            "    pm.expect(json).to.have.property('content');",
+            "    pm.expect(json.content).to.be.an('array');",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "2.2 List Customers (filtered by name & branch)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers?name=Ravi&branch=MUMBAI&page=0&pageSize=10",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers"],
+              "query": [
+                { "key": "name", "value": "Ravi" },
+                { "key": "branch", "value": "MUMBAI" },
+                { "key": "page", "value": "0" },
+                { "key": "pageSize", "value": "10" }
+              ]
+            }
+          }
+        },
+        {
+          "name": "2.3 List Customers (filtered by date range)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers?dateFrom=2026-01-01&dateTo=2026-04-30&page=0&pageSize=25",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers"],
+              "query": [
+                { "key": "dateFrom", "value": "2026-01-01" },
+                { "key": "dateTo", "value": "2026-04-30" },
+                { "key": "page", "value": "0" },
+                { "key": "pageSize", "value": "25" }
+              ]
+            }
+          }
+        }
+      ]
+    },
+    {
+      "name": "3. Search",
+      "item": [
+        {
+          "name": "3.1 Search by Name",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers/search?type=name&q=Kumar",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers", "search"],
+              "query": [
+                { "key": "type", "value": "name" },
+                { "key": "q", "value": "Kumar" }
+              ]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Returns array capped to 50', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.be.an('array');",
+            "    pm.expect(json.length).to.be.at.most(50);",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "3.2 Search by Mobile",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers/search?type=mobile&q=98920",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers", "search"],
+              "query": [
+                { "key": "type", "value": "mobile" },
+                { "key": "q", "value": "98920" }
+              ]
+            }
+          }
+        },
+        {
+          "name": "3.3 Search by PAN",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers/search?type=pan&q=AAQPS",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers", "search"],
+              "query": [
+                { "key": "type", "value": "pan" },
+                { "key": "q", "value": "AAQPS" }
+              ]
+            }
+          }
+        },
+        {
+          "name": "3.4 Search by CIF",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers/search?type=cif&q=000000001",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers", "search"],
+              "query": [
+                { "key": "type", "value": "cif" },
+                { "key": "q", "value": "000000001" }
+              ]
+            }
+          }
+        },
+        {
+          "name": "3.5 Get Customer Detail by CIF",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers/000000001",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers", "000000001"]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Customer detail has expected fields', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.have.property('cif');",
+            "    pm.expect(json).to.have.property('fullName');",
+            "    pm.expect(json).to.have.property('addresses');",
+            "});"
+          ], "type": "text/javascript" }}]
+        }
+      ]
+    },
+    {
+      "name": "4. Export",
+      "item": [
+        {
+          "name": "4.1 Export as CSV",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers/export?format=csv",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers", "export"],
+              "query": [{ "key": "format", "value": "csv" }]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Returns CSV content', function () {",
+            "    pm.expect(pm.response.headers.get('Content-Type')).to.include('csv');",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "4.2 Export as TXT (pipe-delimited CKYC format)",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/customers/export?format=txt&branch=MUMBAI",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "customers", "export"],
+              "query": [
+                { "key": "format", "value": "txt" },
+                { "key": "branch", "value": "MUMBAI" }
+              ]
+            }
+          }
+        }
+      ]
+    },
+    {
+      "name": "5. File Ingestion",
+      "item": [
+        {
+          "name": "5.1 Upload CKYC File",
+          "request": {
+            "method": "POST",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "body": {
+              "mode": "formdata",
+              "formdata": [
+                { "key": "file", "type": "file", "src": "" }
+              ]
+            },
+            "url": {
+              "raw": "{{base_url}}/ckyc/files",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "files"]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Upload response has fileId', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.have.property('fileId');",
+            "    pm.expect(json).to.have.property('totalRecords');",
+            "    pm.expect(json).to.have.property('customers');",
+            "    pm.expect(json).to.have.property('errors');",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "5.2 List Historical Uploads",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/files",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "files"]
+            }
+          }
+        },
+        {
+          "name": "5.3 Generate Outbound CKYC File",
+          "request": {
+            "method": "POST",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" },
+              { "key": "Content-Type", "value": "application/json" }
+            ],
+            "body": {
+              "mode": "raw",
+              "raw": "{\n  \"branchId\": 1,\n  \"dateFrom\": \"2026-04-01\",\n  \"dateTo\": \"2026-04-30\"\n}"
+            },
+            "url": {
+              "raw": "{{base_url}}/ckyc/files/generate",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "files", "generate"]
+            }
+          }
+        }
+      ]
+    },
+    {
+      "name": "6. Master Data",
+      "item": [
+        {
+          "name": "6.1 List Branches",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/branches",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "branches"]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('Branches returns array with branchId & branchName', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.be.an('array');",
+            "    if (json.length > 0) {",
+            "        pm.expect(json[0]).to.have.property('branchId');",
+            "        pm.expect(json[0]).to.have.property('branchName');",
+            "    }",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "6.2 List States",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/states",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "states"]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('States returns all Indian states', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.be.an('array');",
+            "    pm.expect(json.length).to.be.greaterThan(25);",
+            "    pm.expect(json[0]).to.have.property('code');",
+            "    pm.expect(json[0]).to.have.property('name');",
+            "});"
+          ], "type": "text/javascript" }}]
+        },
+        {
+          "name": "6.3 List ID Types",
+          "request": {
+            "method": "GET",
+            "header": [
+              { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }
+            ],
+            "url": {
+              "raw": "{{base_url}}/ckyc/codes/id-types",
+              "host": ["{{base_url}}"],
+              "path": ["ckyc", "codes", "id-types"]
+            }
+          },
+          "event": [{ "listen": "test", "script": { "exec": [
+            "pm.test('ID types returns PAN, Aadhaar, Passport, Voter, DL', function () {",
+            "    var json = pm.response.json();",
+            "    pm.expect(json).to.be.an('array');",
+            "    var codes = json.map(function(t) { return t.code; });",
+            "    pm.expect(codes).to.include('C');",
+            "    pm.expect(codes).to.include('E');",
+            "});"
+          ], "type": "text/javascript" }}]
+        }
+      ]
+    }
+  ]
+}