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Objective

This SOP outlines the steps to utilize the new enhancements in the CRM finance module, including banker confirmation and MUX filters.

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Key Steps

  1. Accessing the New UI 0:11
  • Navigate to the CRM finance module.
  • Note the change from a sidebar navigation to a top bar navigation for easier access to tabs.
  2. Utilizing MUX Filters 0:36
  • Use the MUX filters to search for specific users or data.
  • Apply filters based on:
    • Wizard date
    • Net suit status
    • Loan type
    • PMS
    • Collection status
    • Loan status
  • Example: To search for entries containing ‘HL’, input ‘HL’ in the filter.
  3. Customizing Your View 1:22
  • To create a personalized view, hide unnecessary columns.
  • Select the columns you want to display:
    • Actions
    • Claim month
    • Customer name
    • Product
    • Bank
    • NBFC name
    • Amount
    • Partner name.
  4. Viewing Case Details 2:03
  • Click the ’+’ button next to a case to view important details without navigating away.
  5. Understanding AI Features 2:46
  • The AI feature reads banker confirmations and categorizes them into:
    • Confirmed
    • Partially matched
    • Failed
  • Review the details to see how many items matched or failed.
  6. Handling Failed Cases 3:34
  • If a case is marked as failed, check for discrepancies in the details provided by the banker.
  • Example: Ensure loan amounts and disbursement dates match.
  7. Moving Cases to Pending 5:37
  • If you identify a mistake in a failed case, you can move it to pending by raising it with the finance team.
  8. Using the Skip and Hold Functions 7:11
  • Use the ‘Skip’ button to move to the next case without making changes.
  • To put a case on hold, enter remarks explaining the reason.
  9. Checking Email Trails 9:01
  • Review email trails directly in the CRM to track communication with bankers.
  10. Seeking Support 9:50
  • For any issues or questions, reach out to the finance or tech team for assistance.

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Cautionary Notes

  • Ensure all data entered is accurate to avoid misclassification by the AI.

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Tips for Efficiency

  • Familiarize yourself with the new UI layout to navigate quickly.
  • Regularly use filters to streamline your search process.
  • Keep notes on common issues to expedite future case handling.