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- Microfinance / SHG Management
- Data model
The tables behind Microfinance / SHG Management
Microfinance / SHG Management 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, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Instruction preparation
Organizations, Borrowers, loan accounts, loan applications and Disbursements identify the actor, counterparty and account scope.
Independent review
Review decisions links a reviewer and source revision to its parent instruction.
Provider outcomes
Application evidence, record attachments and operation receipts retain the supporting and operational trail.
Account follow-through
Member savings, Repayments and repayment schedules hold linked applications, movements and dated provider snapshots.
Access
Team members and Users connect people with their organization and assigned work.
Every table, by feature
- Instruction preparation6
- Independent review4
- Provider submission5
- Savings applications5
- Account reconciliation4
- Evidence and operations5
- Shared and settings2
- Loan applications
Typed banking instructions moving through authorization, submission and confirmation.
Linked to Organizations, Team members, Borrowers - Disbursements
Debit and credit account scopes that make an instruction balanced.
Linked to Loan applications, Loan accounts - Loan accounts
Provider-held financial accounts owned by a counterparty.
Linked to Borrowers - Borrowers
Banks, custodians and settlement counterparties eligible for banking instructions.
Linked to Organizations - Organizations
Banking organizations whose treasury operations are run in this app.
- Record attachments
Supporting documents attached to a banking instruction.
Linked to Loan applications, Team members
- Loan applications
Typed banking instructions moving through authorization, submission and confirmation.
Linked to Organizations, Team members, Borrowers - Review decisions
Independent approver decisions recorded against a frozen instruction revision.
Linked to Loan applications, Team members - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Loan applications - Team members
Preparers, approvers, auditors and administrators working in the organization.
Linked to Users, Organizations
- Loan applications
Typed banking instructions moving through authorization, submission and confirmation.
Linked to Organizations, Team members, Borrowers - Application evidence
Provider statements, confirmations, settlement notices and corrections for an instruction.
Linked to Loan applications - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Loan applications - Disbursements
Debit and credit account scopes that make an instruction balanced.
Linked to Loan applications, Loan accounts - Loan accounts
Provider-held financial accounts owned by a counterparty.
Linked to Borrowers
- Member savings
Applications to open a provider-authorized account against a banking instruction.
Linked to Loan applications, Organizations - Loan applications
Typed banking instructions moving through authorization, submission and confirmation.
Linked to Organizations, Team members, Borrowers - Review decisions
Independent approver decisions recorded against a frozen instruction revision.
Linked to Loan applications, Team members - Record attachments
Supporting documents attached to a banking instruction.
Linked to Loan applications, Team members - Organizations
Banking organizations whose treasury operations are run in this app.
- Repayments
Source-identified provider movements matched against banking instructions.
Linked to Loan accounts, Loan applications - Repayment schedules
Dated provider balance snapshots for a financial account.
Linked to Loan accounts - Loan accounts
Provider-held financial accounts owned by a counterparty.
Linked to Borrowers - Loan applications
Typed banking instructions moving through authorization, submission and confirmation.
Linked to Organizations, Team members, Borrowers
- Record attachments
Supporting documents attached to a banking instruction.
Linked to Loan applications, Team members - Application evidence
Provider statements, confirmations, settlement notices and corrections for an instruction.
Linked to Loan applications - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Loan applications - Loan applications
Typed banking instructions moving through authorization, submission and confirmation.
Linked to Organizations, Team members, Borrowers - Review decisions
Independent approver decisions recorded against a frozen instruction revision.
Linked to Loan applications, Team members
Keys and references
Loan applications is the parent for decision, evidence, attachment, savings application and operation records. Disbursements also connects an instruction to loan accounts. Each account belongs to a Borrowers counterparty, while Repayments links a provider movement to an account and matched instruction. Preserve provider event IDs, instruction IDs and operation keys during migration so repeated events can be recognized.
Migration order
- Organizations and people. Load Organizations, Users and team members with their correct scope.
- Counterparties and accounts. Load Borrowers and loan accounts, checking owners and active flags.
- Instructions and scope. Load loan applications and Disbursements with stable source references.
- Decisions and evidence. Load review decisions, record attachments, application evidence and operation receipts against the correct parent and revision.
- Account observations. Load member savings, repayment schedules, Repayments and exchange rates with their source identifiers.
Set up Microfinance / SHG Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.