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- Microfinance / SHG Management
- Process
- Savings application to authority
Savings application to authority
Take a linked account application through independent decision and provider authority. 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
-
Prepare application Credit Officer
Credit Officer connects the parent and organization.
- Credit Officer connects the parent and organization.
- Updates Member savings, Loan applications
-
Review submitted revision Independent Credit Approver
Independent Credit Approver decides the frozen submission.
- Independent Credit Approver decides the frozen submission.
- Updates Member savings, Review decisions
ApprovalA person approves before the work moves on. -
Record provider authority Treasury Reconciler
Treasury Reconciler checks the issued authority, then records the provider application reference and receipt date on the account application.
- Treasury Reconciler records the provider application reference and receipt date after authority is issued.
- Updates Member savings, 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.