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- Microfinance / SHG Management
- Process
- Review and correction
Review and correction
Keep the review decision attached to the precise instruction revision. 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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Submit for review Credit Officer
Credit Officer sends the current instruction revision.
- Credit Officer sends the current instruction revision.
- Updates Loan applications, Record attachments
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Independent decision Independent Credit Approver
Independent Credit Approver records decision and reason.
- Independent Credit Approver records decision and reason.
- Updates Review decisions, Team members
ApprovalA person approves before the work moves on. -
Prepare instruction Credit Officer
Credit Officer revises returned scope.
- Credit Officer revises returned scope.
- Updates Loan applications, Disbursements
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Verify provider outcome Treasury Reconciler
Treasury Reconciler preserves verified effects during correction.
- Treasury Reconciler preserves verified effects during correction.
- Updates Application evidence, Loan applications
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.