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- Microfinance / SHG Management
- Process
- Operation verification
Operation verification
Check persisted effects against a receipt before closing an operation. Use the same parent instruction through the handoff so the decision and provider result can be inspected together. A credit operations team can rehearse this path with an actual account, counterparty and provider event.
Step by step
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Read receipt Treasury Reconciler
Treasury Reconciler reads the operation key and parent.
- Treasury Reconciler reads the operation key and parent.
- Updates Operation receipts, Loan applications
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Check effect Treasury Reconciler
Treasury Reconciler verifies recorded effects.
- Treasury Reconciler verifies recorded effects.
- Updates Operation receipts, Review decisions, Application evidence
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Close or flag Treasury Reconciler
Treasury Reconciler records Completed or needs review.
- Treasury Reconciler records Completed or needs review.
- Updates Operation receipts
Who does what
Roles and permissions- Credit Officer
- Prepares the operational record; Independent Credit Approver makes the independent decision; Treasury Reconciler checks provider outcomes; Auditor reads the retained evidence.
- App Administrator
- Maintains organization membership and counterparty setup.
Set up Microfinance / SHG Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.