> ## 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. # V1.0.22 (2026 05 30) # **CRM Bug Tracking - Release Notes** **Version:** 1.0.22 **Release Date:** 2026-05-30 *** ## **Overview** This release introduces a range of enhancements focused on improving system stability, performance, and overall user experience. It includes key feature upgrades, critical bug fixes, and workflow improvements designed to make the platform more efficient, reliable, and intuitive. These updates have been implemented in response to business requirements and user feedback, ensuring smoother operations and enhanced functionality across all modules. *** ## **New Features Added** #### **1. Claim Confirmation Remark Filter** **Description** * Added remark-based filtering in the Claim Confirmation module for easier case tracking. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **2. Edit Option in Claim Confirmation** **Description** * Added edit functionality for remarks in pending claim confirmation cases. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **3. Onboarding Navigation Restriction** **Description** * Disabled top-header redirection and unnecessary options when onboarding is accessed from the Partner page. * **Steps to reproduce:** Go to: `crm` #### **4. Partner Assigned Date Tracking** **Description** * Added partner assignment date visibility and tracking in CRM. * **Steps to reproduce:** Go to: `crm - DSA - Channel Partner` #### **5. Insurance LP Business Category Mapping** **Description** * Updated business category mapping logic for Insurance LP products. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **6. Autonomous Filter in Pending Cases** **Description** * Added Autonomous filter under the Pending Action tab for faster case segregation. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **7. Tentative Bank File Improvements** **Description** * Enhanced Tentative Bank File processing and matching functionality. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **8. Email Integration for Banker Confirmation** **Description** * Integrated banker email confirmation workflow directly into CRM. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **9. Tentative File Override & Edit Capability** **Description** * Added override and edit functionality for Tentative Bank Files. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **10. Verified Vendor Claim Flow** **Description** * Implemented dedicated claim processing flow for verified vendors. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **11. Autonomous Payment Product Combination Handling** **Description** * Added handling for missing bank-product combinations during autonomous payments. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **12. Lead Bucket Drill-Down** **Description** * Enabled drill-down functionality from lead buckets for detailed analysis. * **Steps to reproduce:** Go to: `crm` **13. Lead Form Sorting Enhancement** **Description** * Updated lead listing sequence to sort based on Updated Date. * **Steps to reproduce:** Go to: `crm - DSA - Channel Partners` #### **14. Remove Ratio from Autonomous Payments** **Description** * Removed ratio selection from Autonomous Payment processing flow. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **15. Subvention Adjustment Logic** **Description** * Added Subvention column and automated claim rate adjustment logic. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **16. Dynamic Payout Claim Format Link** **Description** * Integrated dynamic payout claim format link within the system. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **17. Branch Code & Vendor Sync Integration** **Description** * Implemented branch code and vendor synchronization between CRM and B2B systems. * **Steps to reproduce:** Go to: `crm` #### **18. MIS Dashboard for B2C** **Description** * Added MIS reporting and lead performance tracking dashboard for B2C operations. * **Steps to reproduce:** Go to: `crm - DSA - Reports Dsa` #### **19. Module Renaming & Permission Matrix Cleanup** **Description** * Performed module cleanup, renaming, and permission matrix implementation. * **Steps to reproduce:** Go to: `crm` #### **20. DSA Profile Authorization Verification** **Description** * Added DSA profile authorization verification trigger. * **Steps to reproduce:** Go to: `crm` #### **21. Autonomous Payment Enhancement** **Description** * Delivered enhancements for autonomous payment processing. * **Steps to reproduce:** Go to: `crm - Finance - Claim` #### **22. Autonomous Payment – Phase 2** **Description** * Implemented second phase of autonomous payment workflow. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **23. Loan Disbursal Amount Validation** **Description** * Added validation checks for loan disbursal amount processing. * **Steps to reproduce:** Go to: `crm` #### **24. Bank File Matching Enhancement – Phase 2** **Description** * Improved bank file matching logic and accuracy. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **25. ERP Push Control for Office Expenses** **Description** * Added approval-based control before pushing office expenses to ERP. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` *** ## **Bug Fixes** #### **1. CRM 403 Error for Hub Head** **Description** * Fixed issue where Hub Head users were unable to access CRM modules due to 403 errors. * **Steps to reproduce:** Go to: `crm` #### **2. Unselect Action Deleting Leads** **Description** * Fixed issue where using "Unselect All" incorrectly impacted selected lead records. * **Steps to reproduce:** Go to: `crm - Finance - Claim` #### **3. Channel Partner Visibility Issue** **Description** * Fixed visibility issue where channel partners under Girish hierarchy were not appearing for Purnima login. * **Steps to reproduce:** Go to: `crm` #### **4. Bank Name Dropdown Not Loading** **Description** * Resolved issue where bank names were not displayed in the Lead Form dropdown. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **5. Autonomous Payment Error for Secured Loans** **Description** * Fixed Tentative Bank File matching issue causing autonomous payment failures for secured loans. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` #### **6. Deal Description Comment Deletion** **Description** * Fixed issue where comments could not be deleted from deal descriptions. * **Steps to reproduce:** Go to: `crm` #### **7. Incorrect Email ID on Hover** **Description** * Corrected email information displayed in hover tooltips. * **Steps to reproduce:** Go to: `crm` #### **8. Lead Visibility Mismatch** **Description** * Fixed issue where leads were not visible consistently across System and Ledger views. * **Steps to reproduce:** Go to: `crm - Finance - Claim` #### **8. Leads Missing After Instant Claim** **Description** * Resolved issue where leads disappeared after performing instant claim actions. * **Steps to reproduce:** Go to: `crm` #### **9. Duplicate Claim Detection Issues** **Description** * Enhanced duplicate claim detection and validation logic to prevent duplicate processing. * **Steps to reproduce:** Go to: `crm - Finance - Claim` #### **10. Zero Ratio Cases Pushed** **Description** * Fixed issue allowing cases with zero ratio values to be pushed further in workflow. * **Steps to reproduce:** Go to: `crm - Finance - Claim` #### **11. Banker Confirmation Page Issues** **Description** * Resolved multiple issues impacting banker confirmation page functionality. * **Steps to reproduce:** Go to: `crm - Finance - Claim` #### **12. "Context Has Been Expired" Error** **Description** * Fixed session/context expiration error appearing on claim detail screens. * **Steps to reproduce:** Go to: `crm` #### **13. Assigned Salesperson Not Removed on Partner Change** **Description** * Fixed DSA workflow to remove existing salesperson assignment when partner changes. * **Steps to reproduce:** Go to: `crm - DSA - Channel Partners` *** **Prepared By:** Aparmita Srivastav