@extends('portal.layouts.app') @section('title', 'BIPL Operations') @section('subtitle', 'Daily leads, call back confirmation and contribution deductions') @section('actions') Upload a file @endsection @section('content')
Download the lead extract
Take the day's CSV and load it into the bank system.
Run the CBC calls
Confirm each customer's consent by telephone.
Upload the CBC result file
Confirmed leads move to awaiting deduction.
Upload the successful deduction file
Each successful row activates the policy.
Nothing is waiting on a CBC call.
@else| Reference | Customer | Product | Contribution | Sent |
|---|---|---|---|---|
| {{ $lead->subscription_no }} | {{ $lead->customer->full_name }} {{ $lead->customer->maskedMobile() }} | {{ $lead->product->code }} {{ $lead->plan?->code }} | {{ number_format((float) $lead->contribution_amount) }} | {{ $lead->exported_at?->diffForHumans(short: true) }} |
Every uploaded row has been applied.
@else{{ $failure->message }}
{{ $failure->batch_no }} · row {{ $failure->row_no }} @if ($failure->reference) · {{ $failure->reference }} @endif