BaoXianFlow

System Settings

View and adjust workspace configuration values for Charis Pilot without changing code. Sample records only. Do not enter real customer data.

Admin Panel

General Agency Renewals Commissions Vouchers Insurer Commission Statements Reports Plans / Referral Security

Config Overview

Safety switches

Preview mode

Payment

Off

OCR

Off

Live email

Off

Cloud storage

Off

Insurer API

Off

Real data allowed

This area shows pilot reference records.

No payment, transfer, DuitNow, FPX, card, or bank action is performed.

Email packs are prepared only. No email is sent.

Document scanning is not active. Enter details manually.

Do not upload real customer NRIC, receipts, signatures, or bank details.

Security

Workspace boundaries and disabled external services.

Sample data enabledAllow real customer dataMask IC/NRIC by defaultMask bank account by defaultData warning enabledOfficial PDF template mapping enabledEmail sending modeOCR enabledCloud storage enabledInsurer API enabled

Do not enter real customer NRIC, bank details, signatures, receipts, or insurer credentials.

Save settings

Mock local action only. No production persistence, cloud storage, payment setup, OCR, live email, or insurer API is wired here.

PreviewChanges are not saved in this preview.