UGNA Backend Prototype
CASE-261045 · Business Loan
ABC Traders · Current stage: Bank Query Management
Case Value
₹35,000
Net service fee
SLA
25 / 30 days
5 days remaining
Collection
₹20,000
₹15,000 balance
Partner Commission
₹5,250
Eligible on completion
Workflow
Tasks
Documents
Review
Finance
Timeline
Service Workflow
Business Loan Management · Workflow v2.1
✓
Requirement & Eligibility
Completed by Rahul · Approved 14 Sep
Complete
✓
Document Collection & Verification
PAN, GST, ITR, bank statements verified
Complete
✓
File Preparation & Bank Login
Logged with HDFC Business Banking · 24 Sep
Complete
4
Bank Query Management
Debtor ageing clarification pending from customer
At RiskDue 07 Oct
5
Sanction & Documentation
Starts after bank query closure
Pending
6
Disbursement & Completion
Final service outcome and completion gate
Pending
Case Notes
Bank query received
Need debtor ageing for top 10 customers.
Customer document reminder sent
Email + internal follow-up created.
Bank login completed
Application ref: DEMO-HDFC-4821
Case Information
Case Team
AS
Amit SinghCase Owner · Loan Ops
RK
Rohit KumarDocumentation Support