> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Authbridge authentication

# **AUTHBridge PAN Verification for DSA Authentication**

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## **Objective**

The objective of this functionality is to authenticate DSAs by verifying PAN details through **AUTHBridge** before a lead is sent to the ERP system. This ensures PAN validity, Aadhaar linkage, and accurate DSA identification before financial processing.

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## **Navigation**

Users can access PAN verification through the following paths:

* **Login → Finance → Claim → Payout**\
  *(Progress → Pending section)*
* **Login → Finance → Claim → Instant Claim**

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## **Verification Flow**

1. After submitting the lead form in CRM, the user selects one or more leads.
2. When the user clicks **Send to ERP**, the system automatically triggers the **AUTHBridge PAN verification API**.
3. The system validates:
   * PAN number validity
   * PAN–Aadhaar linkage
4. If all lead details are valid and PAN verification is successful, the lead is sent to ERP.

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## **Lead Status Indicators**

* **Verified Leads**\
  Displayed with a **blue badge and checkmark**, indicating successful AUTHBridge verification.
* **Unverified Leads**\
  Displayed with a **red badge and cross icon**, indicating verification failure or pending verification.

If the PAN number is invalid, the system displays the message:\
**“Record not found.”**

The **Lead ID** is shown as a hyperlink, allowing the user to click and review lead details.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/authbridge-authentication/image1.png)

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## **Manual Verification via Red Cross Icon**

* Clicking the **red cross icon** manually triggers AUTHBridge verification.
* If verification fails, the relevant error message is displayed.
* If verification succeeds:
  * A success message is shown
  * The badge updates to a **blue checkmark**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/authbridge-authentication/image2.png)

If the user is **not sending the lead to ERP** and manually triggers verification via the red cross icon, AUTHBridge verification is allowed **a maximum of four attempts per lead**.

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## **Verification While Sending Lead to ERP**

* When a lead is sent to ERP, AUTHBridge verification is triggered automatically.
* Automatic verification during ERP submission is allowed **a maximum of three attempts per lead**.

If verification fails after three attempts, the system displays the message:\
**“PAN verification limit reached. Check PAN details and retry after 24 hours or use Force AUTHBridge verification.”**

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## **Force AUTHBridge Verification**

* After exhausting three verification attempts during ERP submission, the user can manually trigger **Force AUTHBridge Verification**.
* Force verification is allowed **only once per lead**.
* After this attempt, **no further AUTHBridge verification** is permitted for that lead.

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## **PAN Already Verified**

If the PAN number has already been verified, the system displays the message:\
**“This PAN is already verified.”**

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## **Name Mismatch Handling**

* If the PAN number is valid but the name does not match, the system automatically updates the DSA name based on AUTHBridge verification.
* Once updated, the DSA name cannot be modified through CRM or Ruconnect.
* If the user attempts to edit the name after verification, the system displays a message indicating that the name cannot be changed as it has been verified and updated through AUTHBridge.

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## **Error Handling and Lead Navigation**

* If a lead is unverified or encounters any error:
  * It is highlighted in **red**
  * The **Lead ID** is displayed as a hyperlink
* Clicking the Lead ID redirects the user to the **Lead Details page**, where the user can review or correct the information.

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## **DSA Types Supported**

The AUTHBridge PAN verification flow supports the following DSA types:

* **Individual**
* **Company**

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## **Conclusion**

This AUTHBridge PAN verification mechanism ensures:

* Accurate DSA authentication
* Compliance with PAN and Aadhaar validation requirements
* Controlled and limited verification attempts
* Secure and reliable lead submission to ERP

This structured process improves data integrity, reduces verification errors, and strengthens overall financial and compliance workflows.