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- Micro-finance System
- Implementation
How a Micro-finance System rollout works
Prepare organization scope, review rules and provider evidence for the first lending cycle.
Choose the pilot
Select an operating organization, active borrowers and the people who will prepare, review and audit applications.
Set ownership
Confirm borrower codes, organization membership, application owner and collection responsibility.
Agree decision rules
Define what evidence the Independent Credit Approver needs, how revisions are handled and when a request returns for correction.
Connect provider outcomes
Identify the instruction, event, account and snapshot references that will enter the records.
Rehearse the cycle
Test an approved application, a declined one, a collection run and a repayment exception with the responsible people.
What the customer provides
Provide current borrower and organization records, the team members who will act in each role, a sample application and supporting document, and representative provider messages. Choose who can verify an external confirmation and who investigates a repayment difference. Agree how USD lending amounts relate to the currency of a provider account. The first rehearsal should include a changed principal and a repeated provider event.
Changing it afterwards
Keep decisions attached to the revision reviewed at the time. Correct borrower and account associations through a reviewed path rather than rewriting old evidence. When a provider interface or organization membership changes, rerun the cases for reviewer independence, instruction identity and repayment matching. Read the data model alongside the roles before changing access.
Set up Micro-finance System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.