- Purpose & Priority Sector section in KYC (priority sector Yes/No against the product's setting with a reason when
they differ, category from the PrioritySectorCategory Code, weaker section and its type, supporting documents per
category); Complete KYC and the sanction need it.
- Deposit loans: Deposit Selection in two steps (deposit, then lien letter); no checkbox lists at sanction; the
approver approves without ticking rows; sanction letter released on approval, with the sanctioning authority's name
and date; Personal Discussion plan lists what was collected and the product terms; income, EMI and co-borrower
hidden at KYC; loan-specific documents can always be added.
- Loan account wizard takes purpose, priority sector, weaker section from the LOS application; LOS applications can be
picked from a client's view; Limit & Security, Guarantors and SMS steps for advances.
- FP-style deposit products are recognised as deposit loans once the product catalog is registered.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
