Generalsetup
Represents the general setup for an organization.
The accounting cut off time.
TRUE if separate users are required for approval and disbursal, FALSE otherwise.
The number of days that are required before an account can be written off.
The list of required assignments for clients and groups.
Possible values: [BRANCH, CENTRE, CREDIT_OFFICER, GROUP]
The interval (number of days) between the execution of automated accounting closures. If this number is 0, automated closure is performed.
The pattern for generating individual client IDs.
configurationData object
Configuration data
Configuration data
dashboardConfigurations object[]
The dashboard configuration.
The date dashboard configuration was created
2016-09-06T13:37:50+03:00The encoded key of the dashboard configuration, auto generated, unique
Response representation of the dashboard option
Possible values: [LATEST_ACTIVITY, TASKS, FAVOURITE_VIEWS, INDICATORS, CURRENT_TILLS, CLIENTS, UPCOMING_REPAYMENTS, NONE]
dateFormats object
The date (dd-MM-yyyy) or date time (dd-MM-yyyy HH:mm:ss) formats.
The date (dd-MM-yyyy) or date time (dd-MM-yyyy HH:mm:ss) formats.
Response representation of the decimal separator
Possible values: [COMMA, POINT]
The client role used as default.
The client default state.
Possible values: [PENDING_APPROVAL, INACTIVE, ACTIVE, EXITED, BLACKLISTED, REJECTED]
The group role used as default.
Response representation of a Line of Credit
Possible values: [PENDING_APPROVAL, APPROVED, ACTIVE, CLOSED, WITHDRAWN, REJECTED]
The transaction channel that is used as the default.
duplicateClientChecks object[]
The list of duplicate client constraints that are available in the administration and can be performed.
The check will be performed if the field is true
The ENUM data field when the field is an ENUM
Represents the type of the owner (entity) to whom a data field belongs to (loans, savings, client, group, repayments, transactions, activities etc.)
Possible values: [LOANS, SAVINGS, CLIENT, CLIENT_ROLE, GROUP, GROUP_ROLE, TRANSACTION, JOURNAL_ENTRY, INTEREST_ACCRUAL_BREAKDOWN, BRANCH, CENTRE, USER, LOAN_PRODUCT, SAVINGS_PRODUCT, NOTIFICATION_MESSAGE, NOTIFICATION_TEMPLATE, REPAYMENT, REPAYMENT_COLLECTION, ACTIVITY, LINE_OF_CREDIT, IDENTIFICATION_DOCUMENT, ATTACHMENT, CURRENCY, PRODUCT, REVENUE, EXPENSE, OUTSTANDING_PORTFOLIO_ACCOUNTS, OUTSTANDING_PORTFOLIO_AMOUNTS, CREATED_ACCOUNTS, WRITTEN_OFF_LOANS, DISBURSED_LOANS, LOAN_GROUP, TRANCHE, DISBURSEMENT_DETAILS, TRANSACTION_DETAILS, TRANSACTION_CHANNEL, CUSTOM_PREDEFINED_FEE, CUSTOM_FIELD_SELECTION, PREDEFINED_FEE, LOAN_TRANSACTION, SAVINGS_TRANSACTION, CARD_TRANSACTION_REVERSAL, COMPOSED_TRANSACTIONS, UNION_TRANSACTIONS, INVESTOR_FUND, PRINCIPAL_PAYMENT_SETTINGS, LOAN_ACCOUNT_GUARANTY, TASK, DOCUMENT_TEMPLATE, INDEX_RATE, INDEX_RATE_SOURCE, INTEREST_PRODUCT_SETTINGS, MCC_EXPIRATION, PRODUCT_ARREARS_SETTINGS, ACCOUNT_INTEREST_RATE_SETTINGS, LENDING_ACCOUNT_CONTRACT, REVOLVING_ACCOUNT, LENDING_PRODUCT_CONTRACT]
The encoded key of the duplicate field constraint, auto generated, unique
Used for creating an AND clause between constraints
Represents the action to be taken when a duplicate field constraint failed
Possible values: [NONE, WARNING, ERROR]
The list of all the enabled components for the current tenant.
Possible values: [LOANS, DEPOSITS, BRANCHES, CENTRES, CLIENTS, GROUPS, ACCOUNTING, CREDIT_OFFICERS]
The encoded key of the general setup, which is auto generated, and unique.
Response representation of the EOD processing settings whether is automatic, runs every midnight or manual
Possible values: [AUTOMATIC, MANUAL, EARLY_MANUAL]
The maximum exposure amount.
Response representation of the maximum exposure is a hard cap of how much a client can have in outstanding loans with the organization at any time
Possible values: [UNLIMITED, SUM_OF_LOANS, SUM_OF_LOANS_MINUS_SAVINGS]
The pattern for generating group client IDs.
Response representation of group size limitation type
Possible values: [HARD, WARNING, NONE]
The key of the general ledger (GL) account which will be used for inter-branch transfers.
The unique pattern after which all the lines of credit IDs should be created.
The maximum allowed ID document attachments.
The maximum allowed journal entry attachments.
The maximum number of days users are allowed to undo of close obligations met for a loan account.
The maximum group size allowed. A null value means the limit is ignored.
The minimum group size allowed. A null value means the limit is ignored.
Response representation on whether clients can belong to more than one group or not
Possible values: [UNLIMITED, ONE_GROUP]
Response representation of whether multiple loans are allowed or not
Possible values: [UNLIMITED, ONE_LOAN]
TRUE if other ID documents are enabled, FALSE otherwise.
The date used when computing overdraft interest for savings accounts.
2016-09-06T13:37:50+03:00The unique pattern after which all the till IDs should be created.
{
"accountingCutOffTime": "string",
"approvalDisbursalTwoManRuleEnabled": true,
"arrearsDaysBeforeWriteOff": 0,
"assignmentConstraints": [
"BRANCH"
],
"automatedAccountingClosuresInterval": 0,
"clientIdFormat": "string",
"configurationData": {},
"dashboardConfigurations": [
{
"creationDate": "2016-09-06T13:37:50+03:00",
"encodedKey": "string",
"name": "LATEST_ACTIVITY"
}
],
"dateFormats": {},
"decimalSeparator": "COMMA",
"defaultClientRoleKey": "string",
"defaultClientState": "PENDING_APPROVAL",
"defaultGroupRoleKey": "string",
"defaultLineOfCreditState": "PENDING_APPROVAL",
"defaultTransactionChannelKey": "string",
"duplicateClientChecks": [
{
"active": true,
"dataField": "string",
"dataItemType": "LOANS",
"encodedKey": "string",
"groupIndex": 0
}
],
"duplicateClientConstraintAction": "NONE",
"enabledComponents": [
"LOANS"
],
"encodedKey": "string",
"eodProcessingMethod": "AUTOMATIC",
"exposureAmount": 0,
"exposureType": "UNLIMITED",
"groupIdFormat": "string",
"groupSizeLimitType": "HARD",
"interBranchTransferGLAccountKey": "string",
"lineOfCreditIdFormat": "string",
"maxAllowedIdDocumentAttachments": 0,
"maxAllowedJournalEntryDocumentAttachments": 0,
"maxAllowedUndoClosurePeriod": 0,
"maxGroupSizeLimit": 0,
"minGroupSizeLimit": 0,
"multipleGroupMemberships": "UNLIMITED",
"multipleLoans": "UNLIMITED",
"otherIdDocumentsEnabled": true,
"overdraftInterestEodBalanceDate": "2016-09-06T13:37:50+03:00",
"tillIdFormat": "string"
}