Verification progress

62% complete

8 of 13 documents verified · ETA to issuance: 2 hours

KYC

Verified

2

Medical

In review

3

Underwriting

Queued

4

CRM Sync

Waiting

KYC Documents

Identity & address verification

3 of 4 ready

PAN Card

412 KB

verified

Aadhaar (masked)

1.2 MB

verified

Address Proof

684 KB

processing

Cancelled Cheque

—

pending

Medical Documents

For pre-existing condition · Spouse

2 of 4 pending

Thyroid Profile (T3, T4, TSH)

verified

Spouse — Last Prescription

verified

Pre-policy Health Check-up

scheduled

Family Physician Note

pending

CRM Sync Pipeline

Salesforce Financial Services Cloud · Auto-sync enabled

Live

Documents

8 synced

Last: 14s ago

Lead Record

Updated

Stage → Underwriting

Policy Object

Provisioned

PROP-8830-2-A

Activity Log

12 events

Today

Next event: trigger underwriter review workflow