How to Enable Alternative Bank Selection on PDF Uploads

With this feature, customers will now be able to upload bank statements from banks that are different from the one selected as their disbursement account.

To configure this, please follow the steps below:

• Navigate to the Loan product tab on the admin portal and click Edit the Loan product

• Click on Loan Attributes and on the Bank Statement Analysis section, enable Allow bank selection on Statement Upload on the loan product.

• Click on Continue to move to the next page and click Complete to save the update

Note:

On the customer portal, customers who wish to upload a PDF statement will be presented with the option to select another bank and upload its PDF bank statement.