CRM Bug Tracking - Release Notes
Version: 1.0.25 Release Date: 2026-08-27Overview
This release includes completed functionalities and enhancements along with resolved bugs across CRM, RuConnect, Autonomous Payment, Banker Confirmation, Lead Form, Bank Product Combination, Vendor workflows, Split Cases, exports, validations, and system performance. All listed enhancements have been implemented, and all listed bugs have been fixed and completed as part of this release.New Features Added / Enhancements 1. Duplicate Slab Master – Active/Inactive Flag Description Implemented Active/Inactive flag support for managing duplicate Slab Master records.
- Steps to reproduce:
crm - Finance
2. Online/Offline Product Filter
Description
Added Online/Offline product filtering in Consolidated Leads.
- Steps to reproduce:
crm - Finance - Claim - Consolidated Leads
3. Autonomous Cases – Bank Validation Automation
Description
Automated the processing of Autonomous cases pending for Bank Validation.
- Steps to reproduce:
crm - Finance
4. Vendor Bank Account Change & Verification
Description
Implemented the workflow for vendor bank account changes and verification.
- Steps to reproduce:
crm - Finance - Claim
5. Bank Account Status Validation
Description
Added bank account status validation during Lead Form submission.
- Steps to reproduce:
crm - Finance - Claim
6. Bank Product Combination – Latest Update
Description
Updated Bank Product Combination display based on the latest updated date in CRM and B2B.
- Steps to reproduce:
crm - Finance - Meta Data - Bank product Combination
7. Vendor Claim Ratio Validation
Description
Implemented validation to ensure the vendor claim ratio is at least 1%.
- Steps to reproduce:
crm - Finance
8. Autonomous Case Claim Sharing Restriction
Description
Restricted claim sharing for Autonomous cases based on defined business rules.
- Steps to reproduce:
crm - Finance
9. Manual Email Fetch – Banker Confirmation
Description
Added a manual email fetch option for Banker Confirmation cases.
- Steps to reproduce:
crm - Finance - Claim
10. Split Case Handling
Description
Implemented split case handling for distributing payouts between multiple parties.
- Steps to reproduce:
crm - Finance - Claim
11. Flexible Rate Validation
Description
Enabled flexible rate validation for Finance Root users.
- Steps to reproduce:
crm - Finance - Claim
12. AI Status-Based Lead Progression
Description
Automated lead progression for leads having a Confirmed AI status.
- Steps to reproduce:
crm - Finance
13. Call Pending Filter
Description
Added a Call Pending filter for MUIX Channel Partner cases.
- Steps to reproduce:
crm - DSA - Channel Partner
14. Redis Optimization
Description
Optimized Redis implementation to improve application performance.
- Steps to reproduce:
crm
15. User-Based Access Control
Description
Implemented user-based access control for the Bank Product Combination module in RuConnect.
- Steps to reproduce:
crm - Finance
16. Find Banks & Your Payout
Description
Enabled Find Banks and Your Payout functionality for RuConnect users.
- Steps to reproduce:
RuConnect
17. CRM Hierarchy Logic
Description
Implemented CRM hierarchy logic for Channel Partner users.
- Steps to reproduce:
crm - DSA - Channel Partners
18. Bank Product Combination Comparison
Description
Added CRM and RuConnect comparison to identify discrepancies and establish the source of truth.
- Steps to reproduce:
crm / RuConnect - Bank Product Combinations
19. Unclaimed Bank File Matching Automation
Description
Automated matching of unclaimed Bank Files with relevant cases.
- Steps to reproduce:
crm - Finance
20. Autonomous Payment Permission Matrix
Description
Added a permission matrix for controlling Autonomous Payment access from the Lead Form.
- Steps to reproduce:
crm - Finance - Claim
21. NS Banks Export
Description
Added role-based NS Banks export functionality in CRM.
- Steps to reproduce:
crm - Finance - Meta Data - NetSuite Banks
22. Autonomous Payment – Split Cases
Description
Enabled split cases for Autonomous Payment where the Business Category is Loan TBC Tranche.
- Steps to reproduce:
crm - Finance - Claim
23. PAN-Based Split Case Mapping
Description
Implemented PAN-based sharing, external ID mapping, and business category differentiation for split cases.
- Steps to reproduce:
crm - Finance - Claim
24. Loan Pattern Validation
Description
Added loan pattern validation in the Lead Form.
- Steps to reproduce:
crm - Finance - Claim
25. Customer Slab Master Sync
Description
Implemented Customer Slab Master synchronization between CRM and NS.
- Steps to reproduce:
crm - Finance
26. Banker Mobile Number Update
Description
Enabled users to update the Banker Mobile Number directly from the CRM Lead Form.
- Steps to reproduce:
crm - Finance - Claim
27. Vendor Autonomous Activation
Description
Automated the Vendor Autonomous Activation Request and Verification workflow.
- Steps to reproduce:
crm - Finance
28. CRM Lead Form Nomenclature Update
Description
Updated CRM Lead Form nomenclature as per the revised requirements.
- Steps to reproduce:
crm - Finance - Claim - Lead Forms
29. AuthBridge Check Bypass
Description
Implemented the required AuthBridge check bypass for cases sent to ERP.
- Steps to reproduce:
crm - Finance - Claim
30. Maximum Payout Capping
Description
Enabled frontend updates for Maximum Payout Capping.
- Steps to reproduce:
crm
31. MOU Signed Date History & Audit Logging
Description
Added support for maintaining the latest MOU Signed Date while preserving the previous date and tracking all updates through DSA Profile Logs.
- Steps to reproduce:
crm - DSA - Channel Partner - DSA Profile - Activity Logs - Updates
32. Invoice Link Sharing Permission
Description
Enabled Invoice Link sharing access for Lead Admin, Branch Head (BH), and Sub Branch Head (Sub BH) users, subject to authorization checks.
- Steps to reproduce:
crm - Finance - Invoices - Vendor Bills(Non GST) - Unsigned Column - Under Actions Tab
33. Bank Name Validation Against NACH & NPCI List
Description
Implemented NACH & NPCI member bank validation for bank account addition and updates, allowing only supported banks.
- Steps to reproduce:
crm - DSA - Channel Partner - DSA Profile - Finance - Bank Details - Add Bank Account
34. Individual/Company Account Validation & Bank Proof Image Rotation
Description
Implemented account-type selection with proper Individual/Company profile validation and added bank-proof image rotation functionality for improved document readability.
- Steps to reproduce:
crm - DSA - Channel Partner - DSA Profile - Finance - Bank Details - Add Bank Account - It will show the PAN card associated with the account.
Bug Fixes 1. CRM Notification Issue Description Fixed the issue where CRM notifications were not received despite successful processing.
- Steps to reproduce:
crm
2. Detached File Re-Matching Issue
Description
Fixed the issue preventing detached files from being re-matched after amount correction.
- Steps to reproduce:
crm - Finance - Claim
3. Customer Details Access Issue
Description
Resolved the issue where customer details could not be opened.
- Steps to reproduce:
crm
4. Banker Confirmation Issues
Description
Resolved reported bugs in the Banker Confirmation module and stabilized the confirmation flow.
- Steps to reproduce:
crm - Finance - Claim
5. Production Contest Page Test Data
Description
Removed test data incorrectly displayed on the Contest Page in production.
- Steps to reproduce:
Ruconnect
6. Ledger Export Issue
Description
Fixed the issue where Ledger data was not being exported successfully.
- Steps to reproduce:
crm - Finance - Claim - Ledger
7. Banker Confirmation – PDD Validation
Description
Resolved identity discrepancy and PDD validation issues in the Banker Confirmation flow.
- Steps to reproduce:
crm - Finance
8. Draft Functionality Issue
Description
Fixed the Draft functionality issue in the Login Form.
- Steps to reproduce:
Ruconnect - My earning - Login Form
Prepared By: Aparmita Srivastav