Appraisal
New application
Start from whatever the RM has: a message, a pile of documents, or an identifier. Nothing needs to be typed.
1. Paste a message
Email, WhatsApp or CRM note
2. Drop documents
Files, folder, merged PDFs or zip
3. Enter identifiers
PAN, GSTIN, CIN or Udyam · optional
Type is detected from the pattern. One identifier is enough; the rest is resolved from GSTN, MCA and Udyam.
Provenance and hints
Optional. Anything left blank is taken from the message or documents, or marked for the RM.
How extraction works
The system suggests; a named person decides. Rules and taxonomy are versioned and pinned, the model does not learn from this case, and every confirmation or edit is recorded against your name.
Extraction rules v2.3 · pinned 1 September 2026
Recent borrowers
Existing relationships on this desk.
Assigned to Elena Rossi, Credit Analyst. Work already open is in My Appraisals.