Policies & rules
Versioned business rules behind scores, restrictions, attendance and templates.
Nothing here is liveEach rule needs client approval before it is enabled. Values are placeholders so the UI can be reviewed. Changes will be versioned and audit-logged.
Customer score & eligibility
Shown on the customer's score card · Decision D-08
Dealer rating & restriction
Adjusts on payment lapses · Decisions D-09, D-10
Block new orders when restricted
Server-side and in the app.
Block new files when restricted
Existing files and repayments remain accessible.
Dealer collection efficiency
Formula to be signed off · Decision D-09
Attendance & daily target
Auto-absent rule · Decision D-07
Mark Absent when daily target missed
Production use blocked until HR / compliance approve.
Address & evidence rules
Mismatch detection and bill acceptance · Decision D-13
Name on bill must match customer
Reviewer checklist item.
Document & message templates
Agreement, statement, WhatsApp & SMS templates · D-02, D-22
| Template | Type | Version | Status |
|---|---|---|---|
| Dealer agreement | Document | v2 | Draft |
| Loan agreement (OMRAJ) | Document | v1 | Draft |
| Agreement link | WhatsApp / SMS | v1 | Awaiting provider approval |