> ## 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.

# Banker Confirmation

> Standard Operating Procedure for CRM Enhancements in Finance Module

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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.

### Key Steps

 

**1. Accessing the New UI** [0:11](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=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](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=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](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=82)

* 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](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=123)

* Click the '+' button next to a case to view important details without navigating away.

 

**5. Understanding AI Features** [2:46](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=166)

* 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](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=214)

* 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](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=337)

* 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](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=431)

* 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](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=541)

* Review email trails directly in the CRM to track communication with bankers.

 

**10. Seeking Support** [9:50](https://loom.com/share/938fcb2e27a24ef6ac00467364c87f71?t=590)

* For any issues or questions, reach out to the finance or tech team for assistance.

### Cautionary Notes

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

### 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.