Overview The messaging feature helps administrators manage communication effectively. They can view message logs for transparency, control SMS and email preferences for admins and members, and update messaging templates to ensure clear and consistent communication. This feature enables an admin to create a message template and specify the target segment for message delivery. The following…
Overview The system supports configurable Loan Risk Classification within the Credit Policy, enabling the financial institution to define and customize risk management criteria based on their policies. This feature allows institution to classify loans according to risk levels, ensuring a more tailored approach to loan provisioning and compliance. By setting specific risk parameters, the credit…
Loan trays have been introduced in the Pending Loans section to enhance the display of both loan details and the assigned user. This update improves the overall visibility and organization of loan applications, making it easier for users to track and manage pending loans. With this feature, users can quickly identify which loans are in…
This feature empowers tellers with the ability to reverse transactions originating from auto debits, enhancing flexibility and precision in managing financial transactions. With this functionality, users can efficiently reverse loan repayments and member charges, ensuring seamless transaction management. This feature provides a higher level of control, reducing errors and ensuring more accurate transaction processing for…
Overview SMS Purchasing feature enables admins to buy SMS credits or bundles within the system. These credits are used to send bulk or individual messages to a target audience. Users or admins can purchase SMS credits based on their needs in prepaid packages. Once purchased, the credits are deducted from the WBA account with each…
A Group Column with filters has been added to reports, making it easier to sort and analyze data by group.This enhancement improves reports customization and usability. Reports with group columns and filters are listed below. Steps on how to acces the above reports.1. Click on Reports. Under Reports, click on Loan. The reports with the…
This feature introduces a mandatory review process to ensure that no single user can independently initiate, approve, or complete significant transactions or changes. Workflow and Approval Levels: Importance of Maker checker1. Enhanced Transactional Control.2. Improved Accuracy and Oversight.3. Clear Role Definition and Accountability.4. Strengthened Compliance and Audit Trails. Steps to set maker checker for teller…
Auto-debit is a financial feature that enables the automatic deduction of funds from a designated account on a scheduled basis to fulfill specific obligations or payments. Commonly used for recurring transactions like loan repayments, savings contributions, subscription fees, or utility bills, this functionality ensures timely payments without manual intervention, reducing the risk of missed deadlines….
This feature update introduces enhanced security and accessibility for USSD services by allowing users to create or reset their PINs. Here’s a summary of the key aspects: These updates significantly enhance the overall security of USSD access while providing a more accessible and streamlined process for users. To create or reset the PIN, the user…
Overview The login and authentication process for both the Admin and Member app now utilizes a PIN, enhancing security, streamlining the login process, improving the user experience, and minimizing the likelihood of forgotten credentials. Steps to Set Up PIN: Forgot PIN: