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Bank Analysis
WC BAN 017
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Operations Admin
Priya (WC-OPS)
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Admin
Bank Analysis
WC-BAN-017
Edit
Edit Bank Analysis
Edit Bank Analysis record and update workflow fields.
5 Jul 2026, 4:38 am
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bank-analysis
Edit — Bank statement analysis
Module-specific fields
Perfios / AA
Customer ID *
Bank
SBI
HDFC
BOI
Union Bank
Account type
Savings
Current
OD
Months of statement
Vendor
Perfios
Account Aggregator
Manual upload
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Update
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Module checklist
After save
Fields match the
bank-analysis
workflow only
Submit saves locally (mock) — connect API in phase 2
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