merging duplicate member records, and a documents fix

Planned for: 29 September 2026

Plans can change between now and release day. Anything below can move to a later build.

Summary

Five items are planned. Wakandi support staff will gain a tool to merge duplicate member records, moving one member's accounts, loans, savings, documents and next of kin onto a single surviving profile. Loan application documents will always be visible and downloadable regardless of loan product configuration, a Quick Loan eligibility check is corrected, and a loan repayment import fix and a new Member Disclosure Report round out the release.

Coming soon

  • Wakandi support staff will be able to merge duplicate member records for a SACCO, moving that member's accounts, loans, savings, documents and next of kin onto a single surviving profile.
  • Loan application documents will always be visible and downloadable on their own tab, even when the loan product's approval stage is not configured to show them.
  • Quick Loan applications will no longer be wrongly rejected for insufficient savings when a member's balance actually meets the required percentage, at an institution in Kenya.
  • Loan repayment file imports will correctly reject repayments against loans that have already been topped up or rescheduled, instead of crashing with a generic error, at an institution in Kenya.
  • A new Member Disclosure Report will be added to CAMS reporting.

What this means for you

Nothing here needs preparation yet.


Contents may change until it ships.