RequirementPreview contractOwning surfacePrimary gateAcceptance evidence
CRM-001CRMCommon party + legal-business customer accountWORKFLOWcustomersGate 16G03-COV-CRM-001CRM-002CRMCustomer types/master/addresses/contactsWORKFLOWcustomersGate 16G03-COV-CRM-002CRM-003CRMDuplicate detection/mergeWORKFLOWcustomersGate 16G03-COV-CRM-003CRM-004CRMWalk-in and offline quick customerWORKFLOWcustomersGate 16G03-COV-CRM-004CRM-005CRMTimeline/history/assignmentWORKFLOWcustomersGate 16G03-COV-CRM-005CRM-006CRMCustomer-specific and contract pricingWORKFLOWcustomersGate 16G03-COV-CRM-006CRM-007CRMCredit profiles/decision/overrideWORKFLOWcustomersGate 16G03-COV-CRM-007CRM-008CRMOffline creditWORKFLOWcustomersGate 16G03-COV-CRM-008CRM-009CRMOutstanding/statements/collection/promiseWORKFLOWcustomersGate 16G03-COV-CRM-009CRM-010CRMFollow-up tasks/notesWORKFLOWcustomersGate 16G03-COV-CRM-010CRM-011CRMLoyalty ledger/earning/redemption/return/expiryWORKFLOWcustomersGate 16G03-COV-CRM-011CRM-012CRMCross-branch same-entity loyaltyWORKFLOWcustomersGate 16G03-COV-CRM-012CRM-013CRMOffline loyaltyWORKFLOWcustomersGate 16G03-COV-CRM-013CRM-014CRMMembership plans/benefits/accountingWORKFLOWcustomersGate 16G03-COV-CRM-014CRM-015CRMWallet/voucher/coupon separationWORKFLOWcustomersGate 16G03-COV-CRM-015CRM-016CRMWhatsApp manual shareWORKFLOWcustomersGate 16G03-COV-CRM-016CRM-017CRMOptional official messaging integrationWORKFLOWcustomersGate 16G03-COV-CRM-017CRM-018CRMConsent/templates/triggers/logWORKFLOWcustomersGate 16G03-COV-CRM-018CRM-019CRMWarranty/serial/assembly customer viewWORKFLOWcustomersGate 14G03-COV-CRM-019CRM-020CRMCredit disputes/documents/importWORKFLOWcustomersGate 16G03-COV-CRM-020