Task assigned Performed

Task name Completed Level Decision date Remarks Decision Reason

date by
12/02/2024 12/02/2024
Scrutiny Y DGS_167602 - Finish from Scrutiny Complete -
13:40 17:44
Sanjay
13/02/2024 13/02/2024
RUU Y Gautam Level 2 - Complete -
10:06 14:17
Jadhav
13/02/2024 REFER TO Requirement
RUU Y - - - -
14:17 SUPPORT open
Sanjay
13/02/2024 13/02/2024 Requirment
RUU_AWR Y Gautam - Doc upload For await -
14:17 15:16 Recieved
Jadhav
Sanjay
13/02/2024 13/02/2024
RUU Y Gautam Level 2 - Complete -
15:16 15:57
Jadhav
13/02/2024 REFER TO Requirement
RUU Y - - - -
15:57 SUPPORT open
Sanjay
13/02/2024 14/02/2024 Requirment
RUU_AWR Y Gautam - Doc upload For await -
15:57 13:25 Recieved
Jadhav
Sanjay
14/02/2024 14/02/2024
RUU Y Gautam Level 2 - Complete -
13:25 18:09
Jadhav
14/02/2024 REFER TO Requirement
RUU Y - - - -
18:09 SUPPORT open

Internal
 Sanjay
14/02/2024 20/02/2024 Requirment
RUU_AWR Y Gautam - Doc upload For await -
18:09 10:38 Recieved
Jadhav
20/02/2024 20/02/2024
RUU Y Amar Parte Level 2 - Complete -
14:09 18:35
20/02/2024 REFER TO Requirement
RUU Y - - - -
18:36 SUPPORT open
20/02/2024 27/02/2024 Requirment
RUU_AWR Y Amar Parte - - -
18:39 10:24 Recieved
27/02/2024 27/02/2024
RUU Y Amar Parte Level 2 - Complete -
10:30 15:59
27/02/2024 REFER TO Requirement
RUU Y - - - -
15:59 SUPPORT open
27/02/2024 27/02/2024 Requirment
RUU_AWR Y Amar Parte - Doc upload For await -
15:59 18:59 Recieved
27/02/2024 28/02/2024
RUU Y Amar Parte Level 2 - Complete -
18:59 18:58
28/02/2024 REFER TO Requirement
RUU Y - - - -
18:58 SUPPORT open
29/02/2024
CMO Y - - - * Complete -
0:26
Medical 28/02/2024 28/02/2024 Vendor
Y DGS_161921 - * -
Report Sheet 14:48 15:05 Finished
28/02/2024 28/02/2024 Requirment
RUU_AWR Y Amar Parte - Doc upload For await -
18:58 19:34 Recieved
IIB: Previous two cases are
Declined from ther
companies
No other client found during
client id search
28/02/2024 28/02/2024 Account Details(Online Bank
RUU Y Amar Parte Level 2 ACCEPT -
19:34 20:06 Verification)Yes
Annual premium
liability:2612500
Occupation - Service
Premium paid by -FATHER
Internal
 Existing insurance -Yes
AssignmentNo
Nominee Relationship-
MOTHER
KYC -Ok
Profile ScoreGreen
Risk CategoryLow
Aggregate Risk ScoreLow
CIBIL SCORE 718
ESTIMATED INCOME 360k -
480k
Bank Account verificationOk
AADHAR masking doneOk
MHR -DY RM
FINANCIAL
UNDERWRITING:Yes
Final Decision : RECEIVED
OFFER LETTER OF LIFE
ASSURED AND PAYER
INCOME PROOF
Medical : Yes
Final Decision : Case is
Super HNI and as per IIB
previous cases declined and
evidence for the same is also
awaiting but customer is
given consent for IIB cases
also IVO of Super HNI case
same has been refer to CPC
for further evalation.

also case is discussed with

RUU Head before refeing to
CPC.

Internal
 28/02/2024 Rules Refer
RUU Y - - - - REFER TO CPC
20:06 To Ho
29/02/2024 29/02/2024
CPC Y Amol Jadhav Level 3 * REFER TO SUW -
10:03 12:51

29/02/2024 Suma Bhanu 29/02/2024 AWAIT

CPC Y Level 8 * -
21:11 Nair 21:14 REQUIREMENT

29/02/2024 Suma Bhanu 04/03/2024 Requirment

CPC_AWR Y - Doc upload For await -
21:14 Nair 15:32 Recieved
05/03/2024 05/03/2024 REFER TO
CPC Y Amit More Level 7 * -
10:58 11:39 REINSURER
07/03/2024 07/03/2024
Reinsurer Y Sachin Jadhav - * Complete -
14:55 14:56
07/03/2024 07/03/2024 REFER TO
CPC Y Amit More Level 7 * -
14:56 20:09 REINSURER
16/03/2024 16/03/2024
Reinsurer Y Sachin Jadhav - * Complete -
11:03 11:03
16/03/2024 18/03/2024
CPC Y Amit More Level 7 * REFER TO SUW -
11:03 16:42
18/03/2024 18/03/2024 REFER TO
CPC Y Amit More Level 7 * -
17:59 20:34 REINSURER
20/03/2024 20/03/2024
Reinsurer Y Sachin Jadhav - * Complete -
17:38 17:38
20/03/2024 20/03/2024
CPC Y Amit More Level 7 * REFER TO SUW -
17:38 17:56
20/03/2024 Waman B Level 20/03/2024
CPC Y - -
17:56 Gawde 10 19:26
Case
Rejection N - - - - - - -
Hold Kitty

Internal