<aside> 💡 What will you learn: This guide will walk you through the process of adding and managing team members, partners, and lenders on your AICA platform. Follow these steps to ensure your network is up-to-date and effectively managed.

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For Creating a Data Pending Query -

User can Access the Data Pending Page from

1. Deal Page - By scrolling on that particular Lead selecting the button to find the Data Requests  Column Header, and clicking on the  “Requests”  as shown is the image.

2. AICA Reports page - Using the ‘Data Pending’ button at the Page Header section.

3. Here ‘Generate Data Request’ button can be clicked on the next view, since there hasn’t been previous queries generated.

1. Now click on ‘Add Clarification’ Icon visible at the lower section of the ‘Data Pending’ Page View, to create your own Data Request.

   

2. This opens the sections to add the query. Users can add the context regarding any required documents and the timeframe they want the documents for, and get their request added in the Data Pending Section.

Note - the queries are de-duplicated, if the queries have been added previously so as the borrower get the exact set of queries and the documents required.

By following these steps, you can easily add and manage users in your AICA network, ensuring that your team members, partners, and lenders have appropriate access to your platform. If you encounter any issues, please contact our support team(help@aicatech.in) for assistance.