> ## 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. # V1.0.25 (2026 08 27) # **CRM Bug Tracking - Release Notes** **Version:** 1.0.25 **Release Date:** 2026-08-27 *** ## **Overview** 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:** Go to: `crm - Finance` **2. Online/Offline Product Filter** **Description** Added Online/Offline product filtering in Consolidated Leads. * **Steps to reproduce:** Go to: `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:** Go to: `crm - Finance` **4. Vendor Bank Account Change & Verification** **Description** Implemented the workflow for vendor bank account changes and verification. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **5. Bank Account Status Validation** **Description** Added bank account status validation during Lead Form submission. * **Steps to reproduce:** Go to: `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:** Go to: `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:** Go to: `crm - Finance` **8. Autonomous Case Claim Sharing Restriction** **Description** Restricted claim sharing for Autonomous cases based on defined business rules. * **Steps to reproduce:** Go to: `crm - Finance` **9. Manual Email Fetch – Banker Confirmation** **Description** Added a manual email fetch option for Banker Confirmation cases. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **10. Split Case Handling** **Description** Implemented split case handling for distributing payouts between multiple parties. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **11. Flexible Rate Validation** **Description** Enabled flexible rate validation for Finance Root users. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **12. AI Status-Based Lead Progression** **Description** Automated lead progression for leads having a Confirmed AI status. * **Steps to reproduce:** Go to: `crm - Finance` **13. Call Pending Filter** **Description** Added a Call Pending filter for MUIX Channel Partner cases. * **Steps to reproduce:** Go to: `crm - DSA - Channel Partner` **14. Redis Optimization** **Description** Optimized Redis implementation to improve application performance. * **Steps to reproduce:** Go to: `crm` **15. User-Based Access Control** **Description** Implemented user-based access control for the Bank Product Combination module in RuConnect. * **Steps to reproduce:** Go to: `crm - Finance` **16. Find Banks & Your Payout** **Description** Enabled Find Banks and Your Payout functionality for RuConnect users. * **Steps to reproduce:** Go to: `RuConnect` **17. CRM Hierarchy Logic** **Description** Implemented CRM hierarchy logic for Channel Partner users. * **Steps to reproduce:** Go to: `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:** Go to: `crm / RuConnect - Bank Product Combinations` **19. Unclaimed Bank File Matching Automation** **Description** Automated matching of unclaimed Bank Files with relevant cases. * **Steps to reproduce:** Go to: `crm - Finance` **20. Autonomous Payment Permission Matrix** **Description** Added a permission matrix for controlling Autonomous Payment access from the Lead Form. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **21. NS Banks Export** **Description** Added role-based NS Banks export functionality in CRM. * **Steps to reproduce:** Go to: `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:** Go to: `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:** Go to: `crm - Finance - Claim` **24. Loan Pattern Validation** **Description** Added loan pattern validation in the Lead Form. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **25. Customer Slab Master Sync** **Description** Implemented Customer Slab Master synchronization between CRM and NS. * **Steps to reproduce:** Go to: `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:** Go to: `crm - Finance - Claim` **27. Vendor Autonomous Activation** **Description** Automated the Vendor Autonomous Activation Request and Verification workflow. * **Steps to reproduce:** Go to: `crm - Finance` **28. CRM Lead Form Nomenclature Update** **Description** Updated CRM Lead Form nomenclature as per the revised requirements. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Lead Forms` **29. AuthBridge Check Bypass** **Description** Implemented the required AuthBridge check bypass for cases sent to ERP. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **30. Maximum Payout Capping** **Description** Enabled frontend updates for Maximum Payout Capping. * **Steps to reproduce:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `crm` **2. Detached File Re-Matching Issue** **Description** Fixed the issue preventing detached files from being re-matched after amount correction. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **3. Customer Details Access Issue** **Description** Resolved the issue where customer details could not be opened. * **Steps to reproduce:** Go to: `crm` **4. Banker Confirmation Issues** **Description** Resolved reported bugs in the Banker Confirmation module and stabilized the confirmation flow. * **Steps to reproduce:** Go to: `crm - Finance - Claim` **5. Production Contest Page Test Data** **Description** Removed test data incorrectly displayed on the Contest Page in production. * **Steps to reproduce:** Go to: `Ruconnect` **6. Ledger Export Issue** **Description** Fixed the issue where Ledger data was not being exported successfully. * **Steps to reproduce:** Go to: `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:** Go to: `crm - Finance` **8. Draft Functionality Issue** **Description** Fixed the Draft functionality issue in the Login Form. * **Steps to reproduce:** Go to: `Ruconnect - My earning - Login Form` *** **Prepared By:** Aparmita Srivastav