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Bank Analysis
New
Operations Admin
Priya (Converiqo Ops)
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Admin
Bank Analysis
New
Create Bank Analysis
Create a new Bank Analysis record with complete business fields.
5 Nov 2026, 1:57 am
Save Draft
bank-analysis
Create — 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
Save draft
Create
Cancel
Module checklist
After save
Fields match the
bank-analysis
workflow only
Submit saves locally (mock) — connect API in phase 2
Use list screen to open full case workspace when available
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