Maker Checker; Member Bank Details

ByCatherine Ojiambo

We have introduced a Maker Checker process for adding and updating member bank details. The work is as below

  • Create Request: An admin initiates the request to add or update member bank details.
  • Approve Request: Another admin (Default Admin) must approve the request before the changes are applied.
  • This ensures a higher level of security and accuracy in managing member bank details.
Select the member from the client list, Select Bank/MNO, click on the edit button. Add or edit the bank account number then update. The request is made to the approver as shown below
Upon receiving email notification, the approver then accepts or rejects the request to complete the Bank details update

Member Side Functionality: The functionality for members to add and edit their bank details remains unchanged. Members can still add their bank details directly without the Maker Checker process. A member can follow the below step to add or edit their own Bank details on the app.

Select +More on member app to update bank details
Select Create to add details
Select update to confirm bank details
Bank details update is successful

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