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SMC SALEPD VIEW

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This commit is contained in:
Velz2020 2019-11-13 21:12:26 +05:30
parent 2d23a02976
commit 1a0a1da1b1
8 changed files with 801 additions and 10 deletions
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3
api/application/config/constants.php
View File

@ -605,5 +605,8 @@ defined('D_BUSINESS_FORM') OR define('D_BUSINESS_FORM','d_business_form');
defined('D_BUSINESS_RELATINSHIP') OR define('D_BUSINESS_RELATINSHIP','d_business_relatinship');
defined('D_BUSINESS_PARTNERS') OR define('D_BUSINESS_PARTNERS','d_business_partners');
defined('SALESPDTEMPLATE') OR define('SALESPDTEMPLATE','m_sales_pd_template');
defined('SALES_PD_DATA') OR define('SALES_PD_DATA','t_sales_pd_data');

7
api/application/config/routes.php
View File

@ -252,7 +252,8 @@ $route['testCognito'] = 'Branch_Controller/testCognito';
$route['(getRawData/:any)'] = 'Data_Dump_Controller/getRawData';
//$route['(getPDReportHTML/:any)'] = 'Welcome/getPDReportHTML';
//miscellanous
//$route['showBusinessScorecard'] = 'PD_Controller/';
$route['loadSalesPDTemplate'] = 'Sales_PD_Controller/loadSalesPDTemplate';
$route['saveSalesPD'] = 'Sales_PD_Controller/saveSalesPD';
$route['(downloadSalesPDReport/:any)'] = 'Sales_PD_Controller/getSalesPDReport';

12
api/application/controllers/PD_Controller.php
View File

@ -4801,7 +4801,7 @@ public function getPDFormDetailsJSON_post()
//Get Common Images
$data['pd_images']['common_images'] = $this->PD_Model->getSignedPDDocsURL($pdid,null,null,'common',null,'report');
$temp = 'DEFAULT DATA';
if($data['pd_master_details'][0]['lender_short_name'] == 'CLIX' || ($data['pd_master_details'][0]['lender_short_name'] == 'MONEYWISE' && $data['pd_master_details'][0]['product_abbr'] == 'BL'))
if($data['pd_master_details'][0]['lender_short_name'] == 'CLIX' || ($data['pd_master_details'][0]['lender_short_name'] == 'SMC' && $data['pd_master_details'][0]['product_abbr'] == 'BL'))
{
$temp = $this->load->view('report_templates/JSONTOREPORT_CLIX',$data,true);
}
@ -5897,10 +5897,10 @@ public function getPDFormDetailsJSON_post()
// die();
// foreach($u as $v)
// {
$this->aws_cognito->adminSetUserPassword('harshita.nadigatla@imgc.com');
//$this->aws_cognito->adminSetUserPassword('harshita.nadigatla@imgc.com');
// }
die();
//die();
$is_regenerate = 0;
@ -6024,7 +6024,7 @@ public function getPDFormDetailsJSON_post()
$t = "";
if(!count($add_on_pd))
{
if($data['pd_master_details'][0]['lender_short_name'] == 'CLIX' || ($data['pd_master_details'][0]['lender_short_name'] == 'MONEYWISE' && $data['pd_master_details'][0]['product_abbr'] == 'BL'))
if($data['pd_master_details'][0]['lender_short_name'] == 'CLIX' || ($data['pd_master_details'][0]['lender_short_name'] == 'SMC' && $data['pd_master_details'][0]['product_abbr'] == 'BL'))
{
$t = $this->load->view('report_templates/JSONTOREPORT_CLIX',$data,true);
}
@ -6240,7 +6240,7 @@ public function getCompaniesListsFromGeneralFormRawJSON_post()
$form_array[] = array('form_id' => 1,'form_name' => 'Supplier Details');
$form_array[] = array('form_id' => 2,'form_name' => 'Client Details');
$form_array[] = array('form_id' => 11,'form_name' => 'Stock Details');
if(!strcasecmp($lender_short_name, 'CLIX') || (!strcasecmp($lender_short_name, 'MONEYWISE')) && !strcasecmp($product_abbr,'BL'))
if(!strcasecmp($lender_short_name, 'CLIX') || (!strcasecmp($lender_short_name, 'SMC')) && !strcasecmp($product_abbr,'LFMP'))
{
$form_array[] = array('form_id' => 23,'form_name' => 'Future Plans & Business Environments');
}
@ -6257,7 +6257,7 @@ public function getCompaniesListsFromGeneralFormRawJSON_post()
$form_array[] = array('form_id' => 2,'form_name' => 'Client Details');
$form_array[] = array('form_id' => 11,'form_name' => 'Stock Details');
$form_array[] = array('form_id' => 16,'form_name' => 'Assessed Income');
if(!strcasecmp($lender_short_name, 'CLIX') || (!strcasecmp($lender_short_name, 'MONEYWISE')) && !strcasecmp($product_abbr,'BL'))
if(!strcasecmp($lender_short_name, 'CLIX') || (!strcasecmp($lender_short_name, 'SMC')) && !strcasecmp($product_abbr,'LFMP'))
{
$form_array[] = array('form_id' => 23,'form_name' => 'Future Plans & Business Environments');
}

145
api/application/controllers/Sales_PD_Controller.php Normal file
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@ -0,0 +1,145 @@
<?php
/**
* User: velz
* This Controller deals with User Management CRUD Operations
*/
defined('BASEPATH') OR exit('No direct script access allowed');
require_once APPPATH . '/libraries/REST_Controller.php';
class Sales_PD_Controller extends REST_Controller {
function __construct()
{
// Construct the parent class
parent::__construct();
$this->load->model('Sales_PD_Model');
$this->external_path = $this->config->item('external_data_path');
$this->load->library('AWS_S3');
$this->load->library('pdfgenerator');
}
public function loadSalesPDTemplate_post()
{
$records = $this->post('records');
$lender_id = $records['lender_id'];
$product = $records['product_id'];
$template = $this->Sales_PD_Model->selectCustomRecords(array('*'),array('lender_id' => $lender_id,'product_id' => $product,'isactive' => 1),SALESPDTEMPLATE);
if(is_array($template) && count($template))
{
$data['dataStatus'] = true;
$data['status'] = REST_Controller::HTTP_OK;
$data['records'] = $template[0];
$this->response($data,REST_Controller::HTTP_OK);
}
else
{
$data['dataStatus'] = false;
$data['status'] = REST_Controller::HTTP_NO_CONTENT;
$data['msg'] = 'No Tempate Found!';
$this->response($data,REST_Controller::HTTP_OK);
}
}
public function saveSalesPD_post()
{
$records = $this->post('records');
// $pd_data = $records['pd_json'];
// $lender_id = $records['lender_id'];
// $product_id = $records['product_id'];
// $created_by = $records['created_by'];//
//sales_pd_id, pd_json, lender_id, product_id, createdby, updatedby, createdon, updatedon, isactive
$id = null;
if(!$records['sales_pd_id'])
{
$id = $this->Sales_PD_Model->saveRecords($records,SALES_PD_DATA);
}
else
{
$id = $this->Sales_PD_Model->updateRecords($records,SALES_PD_DATA,array('sales_pd_id' => $records['sales_pd_id']));
}
if($id)
{
$data['dataStatus'] = true;
$data['status'] = REST_Controller::HTTP_OK;
$data['records'] = $id;
$this->response($data,REST_Controller::HTTP_OK);
}
else
{
$data['dataStatus'] = false;
$data['status'] = REST_Controller::HTTP_NO_CONTENT;
$data['msg'] = 'Something went wrong! Try Later';
$this->response($data,REST_Controller::HTTP_OK);
}
}
public function getSalesPDReport_get()
{
$sales_pd_id = $this->uri->segment(2);
$columns = array('SALES_PD_DATA.*','ENTITY.short_name','PRODUCT.abbr');
$table = SALES_PD_DATA.' as SALES_PD_DATA';
$joins = array(
array('table' => ENTITY. ' as ENTITY',
'condition' =>'SALES_PD_DATA.lender_id = ENTITY.entity_id',
'jointype' => 'INNER'),
array('table' => PRODUCTS. ' as PRODUCT',
'condition' =>'SALES_PD_DATA.product_id = PRODUCT.product_id',
'jointype' => 'INNER')
);
$where_condition_array = array('SALES_PD_DATA.sales_pd_id' => $sales_pd_id);
$sales_pd_data = $this->Sales_PD_Model->getJoinRecords($columns,$table,$joins,$where_condition_array);
print_r($sales_pd_data);//die();
if($sales_pd_data)
{
$bucket_name = LENDER_BUCKET_NAME_PREFIX.$sales_pd_data[0]['lender_id'];
$key = 'sales_pd/'.$sales_pd_id;
if(!file_exists($this->external_path.'/sales_pd/'.$sales_pd_id))
{
mkdir($this->external_path.'/sales_pd/'.$sales_pd_id,0761);
}
if(!$sales_pd_data[0]['is_pdf'] || $sales_pd_data[0]['is_edited'])
{
$view_name = $sales_pd_data[0]['short_name'].'_'.$sales_pd_data[0]['abbr'];
$html_content = $this->load->view('sale_pd_templates/'.$view_name,$data = array(),true);
$pdf_doc = $this->pdfgenerator->generate($html_content, $filename='version', $stream=false, $paper = 'A4', $orientation = "portrait");
//End of PDF Gen using DOM PDF
$output_file = $this->external_path ."/sales_pd/" . $sales_pd_id . "/temp.pdf";
$bytes = file_put_contents($output_file, $pdf_doc);
die();
$bucket_data = array('bucket_name'=>$bucket_name,'key'=>$key.'/1.pdf','sourcefile'=>$this->external_path.'/sales_pd/'.$sales_pd_id.'/temp.pdf');
$s3result= $this->aws_s3->uploadFileToS3Bucket($bucket_data);
if(is_object($s3result) && $s3result['ObjectURL'] != '' && $s3result['@metadata']['statusCode'] == 200)
{
echo 'SUCESS';
}
}
else
{
}
}
}
}

2
api/application/helpers/external_dir_check_helper.php
View File

@ -21,7 +21,7 @@ class EXTERNAL_DIR_CHECK
mkdir($path,0761);
}
$array = array($path.'/ci_logs',$path.'/api_request_logs',$path.'/app_logs',$path.'/pd_reports');
$array = array($path.'/ci_logs',$path.'/api_request_logs',$path.'/app_logs',$path.'/pd_reports',$path.'/sales_pd');
foreach ($array as $key => $value)
{
if(!file_exists($value))

15
api/application/models/Sales_PD_Model.php Normal file
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@ -0,0 +1,15 @@
<?php
defined('BASEPATH') OR exit('No direct script access allowed');
require_once APPPATH . '/libraries/SPARQ_Model.php';
class Sales_PD_Model extends SPARQ_Model {
public function __construct() {
parent::__construct();
}
}

371
api/application/views/sale_pd_templates/MONEYWISE_LFMP.php Normal file
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@ -0,0 +1,371 @@
<?php
defined('BASEPATH') OR exit('No direct script access allowed');
?><!DOCTYPE html>
<html lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8"/>
<title></title>
<link href="https://fonts.googleapis.com/css?family=Merriweather" rel="stylesheet">
<style type="text/css">
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.7.0/css/font-awesome.min.css">
.page_break { page-break-before: always; }
#page_break { page-break-before: always; }
/*.page { width: 100%; height: 95%; }*/
@page {
margin: 100px 50px;
/*font-family:Helvetica,Arial;*/
font-family:Merriweather;
}
header {
position: fixed;
top: -70px;
left: 0px;
right: 0px;
height: 20px;
/** Extra personal styles **/
/*background-color: #03a9f4;
color: white;*/
text-align: right;
/*line-height: 35px;*/
}
footer {
position: fixed;
bottom: 5px;
left: 0px;
right: 0px;
height: 20px;
font-size: 10px;
/** Extra personal styles **/
/*background-color: #03a9f4;
color: white;*/
text-align: left;
/*line-height: 35px;*/
}
/* #########Score Card Table Styles######### */
.scorecard_table {
/* font-family: "Trebuchet MS", Arial, Helvetica, sans-serif;*/
/*font-family: Merriweather;*/
border-collapse: collapse;
width: 100%;
page-break-inside: inline;
}
.scorecard_table td, .scorecard_table th {
border: 1px solid #000;
padding: 8px;
page-break-inside: inline;
}
.scorecard_table tr:nth-child(even){background-color: #f2f2f2;page-break-inside: inline; }
.scorecard_table tr:hover {background-color: #ddd;}
.scorecard_table th {
padding-top: 8px;
padding-bottom: 8px;
text-align: center;
background-color: #0191ed;
color: white;page-break-inside: inline;
}
/* #########End of Score Card Table Styles######### */
</style>
</head>
<body style="font-family:Merriweather;font-size:12px;margin:15px 30px">
<footer>
<hr>
Powered by PDGenie
</footer>
<header>
<div><img style="width:50px;height:50px;opacity: 0.5;" src='https://pdgenie.com/logo/sineedge_red.png'/></div>
<hr>
</header>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10" >Personal Discussion Sheet - LFMP (For Sales Team)</th>
</tr>
<tr>
<td colspan="3"> Application ID</td>
<td colspan="7"> SAMPLEDATA </td>
</tr>
<tr>
<td colspan="3"> Name of the Company/Firm</td>
<td colspan="7"> SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3">Name of Person Met during visit</td>
<td colspan="7">SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3" rowspan="2" >Address Visited</td>
<td colspan="7">SAMPLEDATA</td>
</tr>
<tr>
<td>City</td>
<td>SAMPLEDATA</td>
<td>State</td>
<td>SAMPLEDATA</td>
<td>PIN</td>
<td colspan="2">SAMPLEDATA</td>
</tr>
</tbody>
</table>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10">Fund Requirement</th>
</tr>
<tr>
<td colspan="3" >Loan Amount Applied for (Rs)</td>
<td colspan="3" >SAMPLEDATA</td>
<td colspan="2">Total Fund Requirement (Rs)</td>
<td colspan="2"> SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3" >Loan Tenure (Months)</td>
<td colspan="3" >SAMPLEDATA</td>
<td colspan="2" >Loan Purpose (End-Use)</td>
<td colspan="2" >SAMPLEDATA</td>
</tr>
</tbody>
</table>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10" >Details of Key Stakeholders in the Business</th>
</tr>
<tr>
<th colspan="2" >Name</th>
<th colspan="1" >Share Holding</th>
<th colspan="1" >Vintage in Current Biz</th>
<th colspan="1">Total Work Exp</th>
<th colspan="3" >Previous Experience Details</th>
<th colspan="2">Started Biz (Yes / No)</th>
</tr>
<tr>
<td colspan="2" >Kumaralingam</td>
<td colspan="1" >100%</td>
<td colspan="1" >5yrs & 2 Mns</td>
<td colspan="1"> 10 yrs & 6 Mns</td>
<td colspan="3" > >SAMPLEDATA >SAMPLEDATA SAMPLEDATASAMPLEDATA</td>
<td colspan="2">Yes</td>
</tr>
<!-- <tr>
<td colspan="2" height="31" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" height="31" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" height="31" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" height="31" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td colspan="2" >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr> -->
<tr>
<th colspan="10" >Brief of the Business / Service</th>
</tr>
<tr>
<td colspan="10" >SAMPLEDATA</td>
</tr>
<!-- <tr></tr><tr></tr><tr></tr> -->
</tbody></table>
<!-- <div id="page_break"></div> -->
<table class="scorecard_table">
<tr>
<th colspan="10" >Financial Information</th>
</tr>
<tr>
<td colspan="6" >Name of the Company / Firm whose financials are noted &gt;&gt;</td>
<td colspan="4" >SAMPLEDATA</td>
</tr>
<tr>
<th colspan="7">Particulars of Financials as per books of Accounts (Can be captured prior to PD)</th>
<th colspan="1" >FY 1</th>
<th colspan="1">FY 2</th>
<th colspan="1">FY 3</th>
</tr>
<tr>
<td colspan="7">Sales / Revenue (Rs) </td>
<!-- <td colspan="3">SAMPLEDATA</td> -->
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="7" >Net Profit / (Net Loss) (Rs) </td>
<!-- <td colspan="3" >SAMPLEDATA</td> -->
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="7" >Net Profit or (Net Loss) to Sales % </td>
<!-- <td colspan="3" >SAMPLEDATA</td> -->
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="7" >% (↑ /↓) in Sales over PY </td>
<!-- <td colspan="3" >SAMPLEDATA</td> -->
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="7" >% (↑ /↓) in Net Profit over PY </td>
<!-- <td colspan="3" >SAMPLEDATA</td> -->
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="7" >% (↑ /↓) in Net Profit % over PY </td>
<!-- <td colspan="3" >SAMPLEDATA</td> -->
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3">Income to be Considered (Rs Per Annum) &gt;&gt;</td>
<td colspan="2">SAMPLEDATA</td>
<td colspan="3" >Income Considered (Rs Per Mth) &gt;&gt;</td>
<td colspan="2">SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3">Income assessment Program Recommended &gt;&gt;</td>
<td colspan="2">SAMPLEDATA</td>
<td colspan="3" >Fixed Obligations (Rs per month) &gt;&gt;</td>
<td colspan="2">SAMPLEDATA</td>
</tr>
</tbody></table>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10"> Property Information</th>
</tr>
<tr>
<td colspan="3" >Property Address (With Landmark &amp; PIN)</td>
<td colspan="7" >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" >Property Type</td>
<td colspan="4" >Bungalow / Apartment / Row House / Builder Floor / Others (Specify)</td>
<td colspan="2" >Occupancy Status</td>
<td colspan="2" >Self-Occupied / Rented / Vacant</td>
</tr>
<tr>
<td colspan="2" >>Permitted Property Usage</td>
<td colspan="4" >Residential / Commercial / Industrial</td>
<td colspan="2" >Actual Property Usage</td>
<td colspan="2" >Residential / Commercial / Industrial</td>
</tr>
<tr>
<td colspan="2" >Built-Up Area (Sq. Ft.)</td>
<td colspan="4" ></td>
<td colspan="2" >Approx Mkt. Val (Rs)</td>
<td colspan="2" >As declared by Applicant</td>
</tr>
<tr>
<td colspan="6" >Property Ownership Status (Enter the names of the Property Owner(s) and their relationships)</td>
<td colspan="4"> SAMPLEDATA </td>
</tr>
</tbody>
</table>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10" >Final Remarks of PD officer</th>
</tr>
<tr>
<td colspan="4" >Business activity seen during visit (Yes / No)</td>
<td >SAMPLEDATA</td>
<td colspan="4" >Location of workplace suits the business (Yes/No)</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="4" >Overall Assessment (Positive / Negative)</td>
<td >SAMPLE GAVSHS</td>
<td colspan="4" >Recommended ROI for the case</td>
<td >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" >Any Other remarks &gt;&gt;</td>
<td colspan="8" >SAMPLEDATA</td>
</tr>
</tbody>
</table>
<br><br>
<table class="scorecard_table">
<tbody>
<tr>
<td colspan="3" >Name of Sales Team Member &gt;&gt;</td>
<td colspan="7" >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3" >Designation of Sales Team Member &gt;&gt;</td>
<td colspan="7" >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3" >Date of PD Visit &gt;&gt;</td>
<td colspan="7" >SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3">Signature of PD Officer &gt;&gt;</td>
<td colspan="7" >SAMPLEDATA</td>
</tr>
</tbody>
</table>
</body>
</html>

256
api/application/views/sale_pd_templates/OMONEYWISE_LFMP.php Normal file
View File

@ -0,0 +1,256 @@
<?php
defined('BASEPATH') OR exit('No direct script access allowed');
?>
<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<html><head>
<meta http-equiv="content-type" content="text/html; charset=windows-1252">
<title></title>
<link href="https://fonts.googleapis.com/css?family=Merriweather" rel="stylesheet">
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.7.0/css/font-awesome.min.css">
<style type="text/css">
@page {
margin: 100px 50px;
/*font-family:Helvetica,Arial;*/
font-family:Merriweather;
}
.page_break { page-break-before: always; }
#page_break { page-break-before: always; }
/* #########Score Card Table Styles######### */
.scorecard_table {
/* font-family: "Trebuchet MS", Arial, Helvetica, sans-serif;*/
/*font-family: Merriweather;*/
border-collapse: collapse;
width: 100%;
page-break-inside: avoid;
}
.scorecard_table td, .scorecard_table th {
border: 1px solid #000;
padding: 8px;
page-break-inside: avoid;
}
.scorecard_table tr:nth-child(even){background-color: #f2f2f2;page-break-inside: avoid; }
.scorecard_table tr:hover {background-color: #ddd;}
.scorecard_table th {
padding-top: 8px;
padding-bottom: 8px;
text-align: center;
background-color: #0191ed;
color: white;page-break-inside: avoid;
}
/* #########End of Score Card Table Styles######### */
header {
position: fixed;
top: -70px;
left: 0px;
right: 0px;
height: 20px;
/** Extra personal styles **/
/*background-color: #03a9f4;
color: white;*/
text-align: right;
/*line-height: 35px;*/
}
footer {
position: fixed;
bottom: 5px;
left: 0px;
right: 0px;
height: 20px;
font-size: 10px;
/** Extra personal styles **/
/*background-color: #03a9f4;
color: white;*/
text-align: left;
/*line-height: 35px;*/
}
</style>
</head>
<center>
<body style="font-family:Merriweather;font-size:12px;margin:15px 30px">
<footer>
<hr>
Powered by PDGenie
</footer>
<header>
<div><img style="width:50px;height:50px;opacity: 0.5;" src='https://pdgenie.com/logo/sineedge_red.png'/></div>
<hr>
</header>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10" >Personal Discussion Sheet - LFMP (For Sales Team)</th>
</tr>
<tr>
<td colspan="3"> Application ID</td>
<td colspan="7"> SAMPLEDATA </td>
</tr>
<tr>
<td colspan="3"> Name of the Company/Firm</td>
<td colspan="7"> SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3">Name of Person Met during visit</td>
<td colspan="7">SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3" rowspan="2" >Address Visited</td>
<td colspan="7">SAMPLEDATA</td>
</tr>
<tr>
<td>City</td>
<td>SAMPLEDATA</td>
<td>State</td>
<td>SAMPLEDATA</td>
<td>PIN</td>
<td colspan="2">SAMPLEDATA</td>
</tr>
</tbody>
</table>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10">Fund Requirement</th>
</tr>
<tr>
<td colspan="3" >Loan Amount Applied for (Rs)</td>
<td colspan="3" >SAMPLEDATA</td>
<td colspan="2">Total Fund Requirement (Rs)</td>
<td colspan="2"> SAMPLEDATA</td>
</tr>
<tr>
<td colspan="3" >Loan Tenure (Months)</td>
<td colspan="3" >SAMPLEDATA</td>
<td colspan="2" >Loan Purpose (End-Use)</td>
<td colspan="2" >SAMPLEDATA</td>
</tr>
</tbody>
</table>
<table class="scorecard_table">
<tbody>
<tr>
<th colspan="10" >Details of Key Stakeholders in the Business</th>
</tr>
<tr>
<td colspan="2" >Name</td>
<td colspan="1" >Share Holding</td>
<td colspan="1" >Vintage in Current Biz</td>
<td colspan="1">Total Work Exp</td>
<td colspan="3" >Previous Experience Details</td>
<td colspan="2">Started Biz (Yes / No)</td>
</tr>
<tr>
<td colspan="2" >Kumaralingam</td>
<td colspan="1" >100%</td>
<td colspan="1" >5yrs & 2 Mns</td>
<td colspan="1"> 10 yrs & 6 Mns</td>
<td colspan="3" > >SAMPLEDATA >SAMPLEDATA SAMPLEDATASAMPLEDATA</td>
<td colspan="2">Yes</td>
</tr>
<!-- <tr>
<td colspan="2" height="31" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" height="31" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" height="31" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
</tr>
<tr>
<td colspan="2" height="31" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td colspan="2" ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
</tr> -->
<tr>
<th colspan="10" >Brief of the Business / Service</th>
</tr>
<tr>
<td colspan="10" ><br>SAMPLEDATA</td>
</tr>
<!-- <tr></tr><tr></tr><tr></tr> -->
</tbody></table>
<div id="page_break"></div>
<table class="scorecard_table">
<tr>
<th colspan="10" >Financial Information</th>
</tr>
<tr>
<td colspan="6" >Name of the Company / Firm whose financials are noted &gt;&gt;</td>
<td colspan="4" ><br>SAMPLEDATA</td>
</tr>
<tr>
<tr>
<td colspan="7" >Particulars of Financials as per books of Accounts (Can be captured prior to PD)</td>
<td >FY 1</td>
<td >FY 2</td>
<td >FY 3</td>
</tr>
<tr>
<td colspan="4">Sales / Revenue (Rs) </td>
<td colspan="3">SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
</tr>
<tr>
<td colspan="4" >Net Profit / (Net Loss) (Rs) </td>
<td colspan="3" >SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
<td ><br>SAMPLEDATA</td>
</tr>
</tbody></table>
</body>
</center></html>