These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Micro-finance System
- Process
- Provider outcome
Provider outcome
A credit decision permits the next step; it is not a provider acknowledgement. The Credit Officer follows the instruction identity and the provider's evidence before the application is treated as confirmed. The loan account and movement records then preserve where the effect belongs.
Step by step
-
Submit provider instruction Credit Officer
The Credit Officer sends the reviewed request through the agreed provider connection and retains the provider instruction identity.
- Keeps instruction identity and action result
- Updates Loan applications, Operation receipts
-
Observe provider outcome Credit Officer
The officer compares the response with the submitted instruction and verifies confirmation or settlement evidence before recognizing a confirmed outcome.
- Connects verified provider event to status
- Updates Application evidence, Loan applications
-
Record account movement Credit Officer
The officer checks the borrower and provider account identity, then associates each disbursement with both the account and application.
- Links movement to request and account
- Updates Loan accounts, Disbursements, Borrowers
Who does what
Roles and permissions- Credit Officer
- Follows submission and account links; Independent Credit Approver owns the earlier credit decision; Auditor inspects evidence and effects.
Set up Micro-finance System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.