UAT RESULTS - FINTREE FINANCE PVT LIMITED - CUSTOMER MODULE

Module Functionality Description Reported Date Type FinTree Remarks -27 Dec 2021
institution- Service
1) Not required Point Date of incorporation Service
  Regd to Service
  Place of incorporation Service System while submit not proceed next tab
  ServiceTaxRegNo Service
Institutional Customer   CST Service
  Operator Name Service
Board Resolution Service
2) Add Function Service
Add Do chenges Service
business premises not required Service business premises not required
Applied Loan type - as per drop down (BL, LAP, Gold Applied Loan type - as per drop down (BL,
Loan, Education Loan) Service LAP, Gold Loan, Education Loan)
  Add Sub Industries Service Add Sub Industries will Provide parsu sir

Commencement date ageint date of

Commencement date ageint date of Incorporation Incorporation and business sinse required
and business sinse required automaticly fill Development automaticly fill
Tax resident required Automaticaly fill India (
  Tax resident required Automaticaly fill India Service CountryOfIncOp) INDIA ONLY

Only required - Prop, partnership , Public Limited Only required - Prop, partnership , Public
,HUF, private Limited , other and required manadotry Limited ,HUF, private Limited , other and
ConstType fill Service required manadotry fill
Negative profile Development
Business not required and delete it Service Business premises not required
Owned Property - Drop down - resident ,
Owned Property - Drop down - resident , office, both Service office, both
Resident ownership drop down yes or no Service Resident ownership drop down yes or no
  Add Maharashtra post and pin code Service Added
City and place also Service Added
Introducer Service
Not required Service

Required collum Udyog Aadhar Number Service Not Added

Identity Details Add document list - Service
Aoa, COI, Rent Agreement , Form 60, list of Director
,shaerholding ,msme Service Added
And Bank statement select all at the one time upload
and Size limit 20MB Development Not Added
Identity No Its not Mandatory Service Added
Photo sing Not mandatory Service Added
 Bank A/c Details it shuld be not mandatory at the login time Service Added
Correct Bank name -HDFC Service Not Added
Add maharastra banks Service Not Added
Quick Customer Not Applicable AgeAsOn Service solved
Nativity Service solved
Age Group Service solved
Monthly Income Service solved
  Occup. Group Service solved
  Category Service solved
  Income Source Service solved
Spouse First Name, CKYC No,Other KYC Ref. No,Tax
  Res Status Service solved
  qualification not mandatory Service solved
Hide fields Occupation,Occ Organisation,Income Source Service solved
Aadhar Number is mandatory point , filling full digit Aadhar Number is mandatory point , filling
Aadhaar No and visibile last 4 only Development full digit and visibile last 4 only

Added but same chenges, Please pre-populate

State, District, CITY on the basis of Pin code
entered, only open filed will be Post and it will
  Add Maharashtra post and pin code Development have the drop down basis Pincode entered
The Size of the document attached should be The Size of the document attached should be
Customer Search Documents Attached maximum 20 MB Development maximum 20 MB

Option to upload multiple documents

Option to upload multiple documents Example Bank Example Bank statement multiple statement
New Customer Documents Attached statement multiple statement upload together Development upload together
Reports Development To be discussed
The Look and feel of the Landing Page needs to be re-
General Observations Login page organised as per branch of Fintree Setup

Login page The Theme on the login page needs to be changed Setup
All the masters example City ,State ,District
Masters ,Pincode,IFSC code needs to be updated . Setup

Classify the masters values field so we can discuss

Masters with Business And freeze on masters eg salutation . Setup
Dedupe Dedupe How dedupe will be run To be discussed
Dedupe Is there hard stop in Deupe if match is found To be discussed
Dedupe What are the dedupe parameters for Individual To be discussed

Dedupe What are the dedupe parameters for Non -Individual To be discussed
Dedupe Hiow we can configure Dedupe parameters To be discussed
Dedupe How to maintain Negative Customer To be discussed
Dedupe To be discussed
Dedupe How to Maintain Colenders Negative customer list To be discussed
Have we done integration with extrenal dedupe
Dedupe Integration Posidex To be discussed
Dedupe Logic for NON-INDIVIDUAL customer Development GST NO,CIN,Name,Contact No
KYC Aadhaaar Masking Development

Sub -Industry Option to mark Institution as Negative & Caution Development

Sub -Industry Deviation if the customer is Negative & caution Development

General Ticker for broadcasting Message to all users Development

ODULE
FinTree status Priority Speridian Status Speridian Remarks

solved solved
solved solved
solved solved
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Pending Pending
Pending Client Pending

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Added solved
Pending
Solved NA

Added solved
Added solved
Solved
Solved

Under identity details capturing

window for both Individual &
Not Added solved institutional
Solved

Solved

Not Added Pending

solved
Pending
 Pending
Not Added Pending Bank details to be updated
Pending
solved
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solved
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solved
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Pending Pending

solved

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3 pending

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2 pending

2 pending
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Landing page - Scroll message
pending feature required