UGNA Backend Prototype
ABC Traders
Customer CUS-00421 · Rajesh Kumar · 2 business entities
Active Services3
Lifetime Billing₹4.80L
Outstanding₹70,000
Next Follow-up12 Oct
Overview
Businesses
Services & Cases
Documents
Invoices
Follow-ups
Timeline
Active Services & Cases
All current customer engagements
| Service / Case | Status | Owner | Billing | Next Action |
|---|---|---|---|---|
| Business Loan · CASE-261045 | Bank Query | Amit Singh | ₹35,000 | Bank response · 07 Oct |
| Monthly GST Return · AGR-0098 | Active | Neha Jain | ₹5,000/mo | Oct documents · 10 Oct |
| Business Consulting · CASE-260821 | Completed | Priya S. | ₹60,000 | Quarterly review · 01 Jan |
Customer Documents
Master documents can be reused across cases
| Document | Entity | Status | Updated |
|---|---|---|---|
| PAN Card | Rajesh Kumar | Verified | 12 Sep |
| GST Certificate | ABC Traders | Verified | 18 Sep |
| Bank Statement · Sep | ABC Traders | Pending Review | 03 Oct |
| ITR AY 2026-27 | ABC Traders | Verified | 22 Sep |
Customer Profile
Rajesh Kumar
ABC Traders · Rajesh Foods Pvt Ltd
98XXXXXX21
Partner ABC · Original acquisition
Rahul Mehta
12 Sep 2025
Recent Activity
Permanent customer relationship timeline
₹20,000 payment received
INV-26/00431 · NEFT
Loan case moved to Bank Query
Query on debtor ageing shared with customer.
Monthly GST cycle created
October 2026 recurring service cycle.
Customer review completed
Cross-sell opportunity: stock management.