Dashboard
Loan Accounts
New
Operations Admin
Priya (WC-OPS)
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Admin
Loan Accounts
New
Create Loan Accounts
Create a new Loan Accounts record with complete business fields.
25 Jul 2026, 12:45 pm
Save Draft
loan-accounts
Create — loan accounts
Module-specific fields
Account
Loan account no. *
Sanction ref
Disbursal date
Principal
Status
Live
Closed
Written off
Save draft
Create
Cancel
Module checklist
After save
Fields match the
loan-accounts
workflow only
Submit saves locally (mock) — connect API in phase 2
Use list screen to open full case workspace when available