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- Agri-fintech Lending
- Data model and import order
The tables behind Agri-fintech Lending
Agri-fintech Lending ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 15
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Borrower and account setup:
Organizations, Borrowers, team members, Users and loan accounts establish the lending organization, user identity and borrower-owned provider accounts; exchange rates holds effective currency rates.
Loan application preparation:
Loan applications links Organization, Owner and Counterparty; instruction accounts links each Debit or Credit entry to its Instruction and Account; record attachments retains the supporting files.
Independent credit review:
Farm credit reviews references the Parent application and Organization; review decisions retains Parent, source revision and Reviewer with the decision and reason.
Provider disbursement:
Loan applications retains provider instruction ID and confirmed at; application evidence holds source-identified provider events for a Parent and Revision.
Account reconciliation:
Account snapshots belongs to loan accounts through Account; reconciliation items links Account and matched instruction for exact movement comparison.
Operation evidence:
Operation receipts retains Parent, operation key, expected revision and effect references; application evidence and review decisions preserve the records behind the result.
Every table, by feature
- Borrower and account setup6
- Loan application preparation6
- Independent credit review7
- Provider disbursement5
- Account reconciliation7
- Operation evidence5
- Borrowers
Farms and agricultural borrowers eligible for farm-credit lending.
Linked to Organizations - Organizations
Lending organizations whose farm-credit operations are run in this app.
- Team members
Credit officers, approvers, auditors and administrators working in the organization.
Linked to Users, Organizations - Users
Users
Linked to Users - Loan accounts
Provider-held accounts owned by a borrower.
Linked to Borrowers - Exchange rates
Read-only effective exchange rates for this app.
- Loan applications
Loan applications moving through preparation, submission, underwriting and approval.
Linked to Organizations, Team members, Borrowers - Instruction accounts
Debit and credit account scopes that make a loan application balanced.
Linked to Loan applications, Loan accounts - Loan accounts
Provider-held accounts owned by a borrower.
Linked to Borrowers - Borrowers
Farms and agricultural borrowers eligible for farm-credit lending.
Linked to Organizations - Record attachments
Supporting documents attached to a loan application.
Linked to Loan applications, Team members - Team members
Credit officers, approvers, auditors and administrators working in the organization.
Linked to Users, Organizations
- Farm credit reviews
Reviewed farm-credit extensions recorded against a loan application revision.
Linked to Loan applications, Organizations - Loan applications
Loan applications moving through preparation, submission, underwriting and approval.
Linked to Organizations, Team members, Borrowers - Review decisions
Independent approver decisions recorded against a frozen loan application revision.
Linked to Loan applications, Team members - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Loan applications - Application evidence
Provider statements, confirmations, settlement notices and corrections for a loan application.
Linked to Loan applications - Team members
Credit officers, approvers, auditors and administrators working in the organization.
Linked to Users, Organizations - Organizations
Lending organizations whose farm-credit operations are run in this app.
- Loan applications
Loan applications moving through preparation, submission, underwriting and approval.
Linked to Organizations, Team members, Borrowers - Instruction accounts
Debit and credit account scopes that make a loan application balanced.
Linked to Loan applications, Loan accounts - Loan accounts
Provider-held accounts owned by a borrower.
Linked to Borrowers - Application evidence
Provider statements, confirmations, settlement notices and corrections for a loan application.
Linked to Loan applications - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Loan applications
- Account snapshots
Dated provider balance snapshots for a loan account.
Linked to Loan accounts - Reconciliation items
Source-identified provider movements matched against loan applications.
Linked to Loan accounts, Loan applications - Loan accounts
Provider-held accounts owned by a borrower.
Linked to Borrowers - Instruction accounts
Debit and credit account scopes that make a loan application balanced.
Linked to Loan applications, Loan accounts - Loan applications
Loan applications moving through preparation, submission, underwriting and approval.
Linked to Organizations, Team members, Borrowers - Application evidence
Provider statements, confirmations, settlement notices and corrections for a loan application.
Linked to Loan applications - Exchange rates
Read-only effective exchange rates for this app.
- Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Loan applications - Application evidence
Provider statements, confirmations, settlement notices and corrections for a loan application.
Linked to Loan applications - Review decisions
Independent approver decisions recorded against a frozen loan application revision.
Linked to Loan applications, Team members - Record attachments
Supporting documents attached to a loan application.
Linked to Loan applications, Team members - Loan applications
Loan applications moving through preparation, submission, underwriting and approval.
Linked to Organizations, Team members, Borrowers
Keys and references
Keep Id and the human-facing code or record number distinct. Preserve provider event ID, provider instruction ID, provider snapshot ID and external account ID from their owning source. A changed borrower name must not break its account reference. Loan accounts.Owner references Borrowers; loan applications.Owner references team members. Resolve each reference against its actual target.
Team members.User connects a team identity to Users. Personal worklists resolve the current user through that connection. Review decisions.source revision must match the reviewed scope. Farm credit reviews.Revision identifies the submitted review version; check the same Parent and revision when writing its decision.
Amounts labeled USD are US-dollar amounts. Loan accounts.Currency and Organizations.Currency can use USD, EUR, GBP, CAD or JPY. Exchange rates supplies Currency, effective from and Rate; agree conversion ownership before using it. Never assume that an account currency changes the meaning of an amount USD value.
Migration order
- Load Organizations and Users; resolve the Users self-reference using the platform identity mapping.
- Load team members and Borrowers with their Organization references.
- Load loan accounts with Owner, Provider and external account ID; load source-controlled exchange rates through the permitted import path.
- Load loan applications with Counterparty, Owner and Organization, preserving revisions and provider identifiers.
- Load instruction accounts, farm credit reviews, record attachments, application evidence and review decisions against the intended parent and reviewer.
- Load account snapshots, reconciliation items and operation receipts, preserving source identities and effect references; compare source totals and test access before opening live work.
Set up Agri-fintech Lending your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.