Preview & Submit

Review all details before submitting the client registration.

@if (client?.legalFormId === LegalFormId.ENTITY) { {{ client.fullname }} } @if (client?.legalFormId === LegalFormId.PERSON) { {{ client.firstname }} {{ client.middlename ? client.middlename + ' ' : '' }}{{ client.lastname }} }

@if (client?.officeId) { {{ client.officeId | find: clientTemplate.officeOptions : 'id' : 'name' }} } @if (client?.legalFormId) { {{ client.legalFormId === 1 ? 'Individual' : 'Non-Individual' }} } @if (client?.active) { Active } @else { Inactive }
Personal Information
@if (client?.legalFormId === LegalFormId.PERSON) { @if (client?.firstname) {
First Name {{ client.firstname }}
} @if (client?.middlename) {
Middle Name {{ client.middlename }}
} @if (client?.lastname) {
Last Name {{ client.lastname }}
} } @if (client?.legalFormId === LegalFormId.ENTITY && client?.fullname) {
Entity Name {{ client.fullname }}
} @if (client?.dateOfBirth) {
{{ client.legalFormId === LegalFormId.PERSON ? 'Date of Birth' : 'Incorporation Date' }} {{ client.dateOfBirth | dateFormat }}
} @if (client?.legalFormId === LegalFormId.PERSON && client?.genderId) {
Gender {{ client.genderId | find: clientTemplate.genderOptions : 'id' : 'name' }}
} @if (client?.legalFormId) {
Legal Form {{ client.legalFormId === 1 ? 'Individual' : 'Non-Individual' }}
} @if (client?.officeId) {
Office {{ client.officeId | find: clientTemplate.officeOptions : 'id' : 'name' }}
} @if (client?.staffId) {
Staff {{ client.staffId | find: clientTemplate.staffOptions : 'id' : 'displayName' }}
} @if (client?.legalFormId === LegalFormId.PERSON) {
Is Staff? {{ client.isStaff | yesNo }}
} @if (client?.nationalityId) {
Nationality {{ client.nationalityId }}
} @if (client?.maritalStatusId) {
Marital Status {{ client.maritalStatusId | find: maritalStatusOptions : 'id' : 'name' }}
} @if (client?.salutationId) {
Salutation {{ client.salutationId | find: clientTemplate.salutationOptions : 'id' : 'name' }}
} @if (client?.ageYears != null) {
Age {{ client.ageYears }}y {{ client.ageMonths }}m {{ client.ageDays }}d
} @if (client?.isMinor != null) {
Minor {{ client.isMinor ? 'Yes (Age < 10)' : 'No' }}
}
@if (client?.legalFormId === LegalFormId.ENTITY && client?.clientNonPersonDetails) {
Entity Details
@if (client.clientNonPersonDetails.constitutionId) {
Constitution {{ client.clientNonPersonDetails.constitutionId | find: clientTemplate.clientNonPersonConstitutionOptions : 'id' : 'name' }}
} @if (client.clientNonPersonDetails.mainBusinessLineId) {
Main Business Line {{ client.clientNonPersonDetails.mainBusinessLineId | find: clientTemplate.clientNonPersonMainBusinessLineOptions : 'id' : 'name' }}
} @if (client.clientNonPersonDetails.incorpNumber) {
Incorporation No {{ client.clientNonPersonDetails.incorpNumber }}
} @if (client.clientNonPersonDetails.remarks) {
Remarks {{ client.clientNonPersonDetails.remarks }}
}
}
Contact & DIP Verification
@if (client?.mobileNo) {
Mobile No {{ client.mobileNo }}
}
DIP Verification {{ client?.dipVerified ? 'Verified' : 'Pending' }}
@if (client?.dipLookupLogId) {
DIP Lookup Log ID {{ client.dipLookupLogId }}
} @if (client?.alternateMobileNo) {
Alternate Mobile No {{ client.alternateMobileNo }}
} @if (client?.alternateMobileNo) {
Alternate DIP Verification {{ client?.alternateDipVerified ? 'Verified' : 'Pending' }}
} @if (client?.alternateDipLookupLogId) {
Alternate DIP Lookup Log ID {{ client.alternateDipLookupLogId }}
} @if (client?.emailAddress) {
Email Address {{ client.emailAddress }}
}
Name Verification (Sanctions) {{ client?.nameVerified ? 'Verified — Clear' : (client?.nameVerified === false ? 'Sanctions Match' : 'Pending') }}
@if (client?.screeningLogId) {
Screening Log ID {{ client.screeningLogId }}
}
@if (client?.legalFormId !== 2) {
Financial & Classification
@if (client?.occupationCategoryId) {
Occupation Category {{ client.occupationCategoryId | find: clientTemplate.occupationCategoryOptions : 'id' : 'name' }}
} @if (client?.occupationId) {
Occupation {{ client.occupationId | find: clientTemplate.occupationOptions : 'id' : 'name' }}
} @if (client?.clientTypeId) {
Client Type {{ client.clientTypeId | find: clientTemplate.clientTypeOptions : 'id' : 'name' }}
} @if (client?.clientClassificationId) {
Client Classification {{ client.clientClassificationId | find: clientTemplate.clientClassificationOptions : 'id' : 'name' }}
} @if (client?.monthlyIncome) {
Monthly Income ₹ {{ client.monthlyIncome | number }}
} @if (client?.annualTurnover) {
Annual Turnover ₹ {{ client.annualTurnover | number }}
} @if (!client?.occupationCategoryId && !client?.occupationId && !client?.clientTypeId && !client?.clientClassificationId && !client?.monthlyIncome && !client?.annualTurnover) {
No classification data provided
}
} @if (kycData?.panNumber || kycData?.aadhaarNumberMasked || kycData?.gstinNumber || kycData?.enterprisePan || kycData?.cinNumber) {
KYC Details KYC
@if (kycData.panNumber) {
PAN Number {{ kycData.panNumber }}
} @if (kycData.aadhaarNumberMasked) {
Aadhaar Number {{ kycData.aadhaarNumberMasked }}
} @if (kycData.panAadhaarSeedingStatus) {
PAN–Aadhaar Link @if (kycData.panAadhaarSeedingStatus === 'Y') { Linked } @else if (kycData.panAadhaarSeedingStatus === 'N') { Not Linked } @else { {{ kycData.panAadhaarSeedingStatus }} }
} @if (kycData.enterprisePan) {
Enterprise PAN {{ kycData.enterprisePan }}
} @if (kycData.cinNumber) {
CIN (Corporate Identity Number) {{ kycData.cinNumber }}
} @if (kycData.incorporationDate) {
Incorporation Date {{ kycData.incorporationDate | dateFormat }}
} @if (kycData.gstinNumber) {
GSTIN Number {{ kycData.gstinNumber }}
} @if (kycData.riskCategory) {
Risk Category @if (kycData.riskCategory === 1) { Low Risk } @else if (kycData.riskCategory === 2) { Medium Risk } @else if (kycData.riskCategory === 3) { High Risk }
} @if (kycData.remarks) {
Remarks {{ kycData.remarks }}
}
} @if (guardian) {
Guardian Details Minor
Guardian Name {{ guardian.displayName }}
Client ID {{ guardian.id }}
Account No {{ guardian.accountNumber || '—' }}
Relationship {{ guardianRelation || '—' }}
@if (guardian.officeName) {
Office {{ guardian.officeName }}
} @if (guardian.mobileNo) {
Mobile {{ guardian.mobileNo }}
} @if (guardian.status?.value) {
Status {{ guardian.status.value }}
}
} @if (addressData) {
Address Details
@for (tab of addressTabs; track tab) { @if (addressData[tab]?.addressLine1) {
{{ addressTabLabels[tab] }}
Address Line 1 {{ addressData[tab].addressLine1 }}
@if (addressData[tab].addressLine2) {
Address Line 2 {{ addressData[tab].addressLine2 }}
} @if (addressData[tab].landmark) {
Landmark {{ addressData[tab].landmark }}
} @if (addressData[tab].pinCode) {
PIN Code {{ addressData[tab].pinCode }}
} @if (addressData[tab].locality) {
Locality {{ addressData[tab].locality }}
} @if (addressData[tab].city) {
City {{ addressData[tab].city }}
} @if (addressData[tab].district) {
District {{ addressData[tab].district }}
} @if (addressData[tab].state) {
State {{ addressData[tab].state }}
}
} } @if (!addressData.permanent?.addressLine1 && !addressData.current?.addressLine1 && !addressData.office?.addressLine1 && !addressData.correspondence?.addressLine1) {
No address data provided
}
} @if (client?.submittedOnDate) {
Submission
Submitted On {{ client.submittedOnDate | dateFormat }}
} @if (entityClassificationData) { @if (entityClassificationData.msme?.enabled) {
MSME Classification Enabled
@if (entityClassificationData.msme.udyamRegistrationNumber) {
Udyam Registration No.{{ entityClassificationData.msme.udyamRegistrationNumber }}
} @if (entityClassificationData.msme.msmeClassification) {
MSME Classification{{ entityClassificationData.msme.msmeClassification }}
} @if (entityClassificationData.msme.enterpriseType) {
Enterprise Type{{ entityClassificationData.msme.enterpriseType }}
} @if (entityClassificationData.msme.nicActivityCode) {
NIC Activity Code{{ entityClassificationData.msme.nicActivityCode }}
} @if (entityClassificationData.msme.annualTurnover) {
Annual Turnover₹ {{ entityClassificationData.msme.annualTurnover }} Cr
} @if (entityClassificationData.msme.investmentPlantMachinery) {
Investment (Plant & Machinery)₹ {{ entityClassificationData.msme.investmentPlantMachinery }} Cr
} @if (entityClassificationData.msme.financialYearAssessment) {
FY of Assessment{{ entityClassificationData.msme.financialYearAssessment }}
} @if (entityClassificationData.msme.socialCategoryOwner) {
Social Category{{ entityClassificationData.msme.socialCategoryOwner }}
} @if (entityClassificationData.msme.genderPrimaryOwner) {
Gender of Owner{{ entityClassificationData.msme.genderPrimaryOwner }}
} @if (entityClassificationData.msme.noOfEmployees) {
No. of Employees{{ entityClassificationData.msme.noOfEmployees }}
} @if (entityClassificationData.msme.womenLedEnterprise) {
Women-led EnterpriseYes
} @if (entityClassificationData.msme.divyangPwdOwned) {
Divyang (PWD) OwnedYes
}
} @if (entityClassificationData.startup?.enabled) {
Startup India (DPIIT) Enabled
@if (entityClassificationData.startup.dpiitRecognitionNumber) {
DPIIT Recognition No.{{ entityClassificationData.startup.dpiitRecognitionNumber }}
} @if (entityClassificationData.startup.entityStage) {
Entity Stage{{ entityClassificationData.startup.entityStage }}
} @if (entityClassificationData.startup.sectorAsDpiit) {
Sector (DPIIT){{ entityClassificationData.startup.sectorAsDpiit }}
} @if (entityClassificationData.startup.taxExemption80iac) {
80IAC Tax ExemptionYes
} @if (entityClassificationData.startup.pslLoanLimit) {
PSL Loan Limit₹ {{ entityClassificationData.startup.pslLoanLimit | number }} Cr
}
} @if (entityClassificationData.mudra?.enabled) {
Mudra Borrower (PMMY) Enabled
@if (entityClassificationData.mudra.mudraCategory) {
Mudra Category{{ entityClassificationData.mudra.mudraCategory }}
} @if (entityClassificationData.mudra.mudraLoanAccountNo) {
Loan Account No.{{ entityClassificationData.mudra.mudraLoanAccountNo }}
} @if (entityClassificationData.mudra.sanctionedAmount) {
Sanctioned Amount₹ {{ entityClassificationData.mudra.sanctionedAmount | number }}
} @if (entityClassificationData.mudra.lendingInstitutionName) {
Lending Institution{{ entityClassificationData.mudra.lendingInstitutionName }}
} @if (entityClassificationData.mudra.repaymentStatus) {
Repayment Status{{ entityClassificationData.mudra.repaymentStatus }}
} @if (entityClassificationData.mudra.npaFlag) {
NPA FlagNPA
}
} @if (entityClassificationData.eou?.enabled) {
Export Oriented Unit (EOU) Enabled
@if (entityClassificationData.eou.eouRegistrationNumber) {
EOU Registration No.{{ entityClassificationData.eou.eouRegistrationNumber }}
} @if (entityClassificationData.eou.registeredDcZone) {
Registered DC Zone{{ entityClassificationData.eou.registeredDcZone }}
} @if (entityClassificationData.eou.gstinEou) {
GSTIN (EOU){{ entityClassificationData.eou.gstinEou }}
} @if (entityClassificationData.eou.annualExportObligation) {
Export Obligation₹ {{ entityClassificationData.eou.annualExportObligation | number }} Cr
} @if (entityClassificationData.eou.adCategoryBankCode) {
AD Bank Code{{ entityClassificationData.eou.adCategoryBankCode }}
}
} @if (entityClassificationData.importexport?.enabled) {
Import Export (IEC/DGFT) Enabled
@if (entityClassificationData.importexport.iecCode) {
IEC Code{{ entityClassificationData.importexport.iecCode }}
} @if (entityClassificationData.importexport.iecStatus) {
IEC Status{{ entityClassificationData.importexport.iecStatus }}
} @if (entityClassificationData.importexport.tradeType) {
Trade Type{{ entityClassificationData.importexport.tradeType }}
} @if (entityClassificationData.importexport.primaryHsCode) {
Primary HS Code{{ entityClassificationData.importexport.primaryHsCode }}
} @if (entityClassificationData.importexport.eefcAccountRequired) {
EEFC AccountRequired
} @if (entityClassificationData.importexport.femaDeclarationObtained) {
FEMA DeclarationObtained
}
} @if (entityClassificationData.psl?.enabled) {
Priority Sector (PSL) Enabled
@if (entityClassificationData.psl.pslCategory) {
PSL Category{{ entityClassificationData.psl.pslCategory }}
} @if (entityClassificationData.psl.pslSubCategory) {
PSL Sub-category{{ entityClassificationData.psl.pslSubCategory }}
} @if (entityClassificationData.psl.pslSanctionedLimit) {
Sanctioned Limit₹ {{ entityClassificationData.psl.pslSanctionedLimit | number }}
} @if (entityClassificationData.psl.fiddReportingCode) {
FIDD Reporting Code{{ entityClassificationData.psl.fiddReportingCode }}
} @if (entityClassificationData.psl.weakerSectionFlag) {
Weaker SectionYes
} @if (entityClassificationData.psl.womenEntrepreneurFlag) {
Women EntrepreneurYes
}
} @if (entityClassificationData.nps?.enabled) {
Non-Priority Sector Enabled
@if (entityClassificationData.nps.industrySector) {
Industry Sector{{ entityClassificationData.nps.industrySector }}
} @if (entityClassificationData.nps.nicCode) {
NIC Code{{ entityClassificationData.nps.nicCode }}
} @if (entityClassificationData.nps.annualRevenueBand) {
Annual Revenue Band{{ entityClassificationData.nps.annualRevenueBand }}
} @if (entityClassificationData.nps.riskCategory) {
Risk Category{{ entityClassificationData.nps.riskCategory }}
} @if (entityClassificationData.nps.amlRiskClassification) {
AML Risk{{ entityClassificationData.nps.amlRiskClassification }}
} @if (entityClassificationData.nps.pepFlag) {
PEP FlagPEP
} @if (entityClassificationData.nps.amlWatchlistMatch) {
AML WatchlistMatch Found
}
} } @if (client?.legalFormId !== 2) {
Family Members @if (familyMembers.length > 0) { {{ familyMembers.length }} }
@if (familyMembers.length === 0) {
warning No family members added. At least one is required.
} @else {
@for (member of familyMembers; track member; let i = $index) {
{{ i + 1 }}
person
{{ member.firstName || member.displayName }} @if (member.relationship) { {{ member.relationship }} } @if (member.dateOfBirth) { · DOB: {{ member.dateOfBirth }} }
@if (member.aadhaarNumber || member.panNumber) {
@if (member.panNumber) { PAN: {{ member.panNumber }} } @if (member.aadhaarNumber) { Aadhaar: {{ member.aadhaarNumber }} }
}
@if (member.isDependent) { Dependent } @if (member.linkedClientId) { Linked }
}
}
}