Global Level Configurations
OBJECTIVE
The Configurations page allows you to further customize the way your organization uses the Finflux system. From here several global settings are defined. These are typically set up at the initial system installation and are rarely changed.
In this section of the manual, you will know:
Navigate through Admin > System > View All. Then, click on ‘Configurations’.
2. Once you click on ‘Configurations’, you will see the below screen where Finflux will display all Global Configuration options - and their current status.
Enable or Disable a Global Configuration Setting
Once you have navigated to the Configurations page you can easily enable or disable your organization's Global Configuration settings.
To enable a setting, click on the Activate button. The setting will be Enabled, and it will have True in the Enabled? column.
To disable a setting click on the Inactivate button. The setting will be disabled, and it will have False in the Enabled? column.
There is no Submit or Save for this screen.
Edit a Global Configuration Setting
Once you click on Edit icon present along the same row of each configuration, you will see the below screen. Enter the required value and click on Update.
Explanation of each global configuration setting
Some global configurations are simply a Boolean setting specifying if it is true (enabled) or false (disabled). Others are numerical settings in which the value corresponds to a month of the year, number of days, etc. Please read the purpose/description closely to understand.
Name | Description | Default |
activate-device-check | Enabling this, will check whether the Device is active or inactive (Linked or not) | Should be Enabled |
actuals-interest-computation-beginning-month |
| Should be Enabled |
adjusted-amount-rounding-mode | Enabling this rounding of only last installment amount is performed. Values that can be given are: 0 - UP | Should be Enabled |
advanced-accounting-based-on-state |
| Should be Disabled |
ajent_id |
| Should be Enabled |
allow different interval for expected disbursement date with metting validation |
| Should be Disabled |
Allow emi packs for loan | Enable this for showing the EMI Pack for New loan( Without workflow) | Should be Enabled |
allow-all-gl-types-for-product-mapping |
| Should be Disabled |
allow-auto-generate-receipt-number | Enable this generate receipt number | Should be Disabled |
allow-backdated-transaction-with-maker-checker | Enable this for doing backdated transaction without opening the Operation closure with Maker Checker. | Should be Disabled |
allow-bank-account-for-groups | If enabled, when we create a group bank account which is a saving bank account. | Should be Disabled |
allow-bank-holder-name-same-as-client-name | if enabled when we create the grouped bank account, we named holder name as client name only | Should be Disabled |
allow-cb-enquiry-for-pending-client | Enable this to allow credit bureau enquiry for pending clients | Should be Enabled |
allow-client-creation-at-office | Enable this to create a client under the Office. | Should be Enabled |
allow-clients-in-multiple-groups | Enabling this configuration will allow to add same client in multiple groups. | Should be Enabled |
allow-eod-cash-balance-check | Enable this function to check cash balance after end of day | Should be Disabled |
allow-expected-disbursement-date-update-during-attach-meeting |
| Should be Disabled |
allow-foreclosure-on-or-after-loan-maturity |
| Should be Enabled |
allow-individual-loanproduct |
| Should be Disabled |
allow-inter-branch-transaction | Enable this to do Interest branch transactions from one office to other office's loan | Should be Disabled |
allow-multiple-bank-accounts-to-clients | Enable this to add Multiple bank accounts for one client. | Should be Enabled |
allow-multiple-bank-disbursal | Enable this to allow multiple banks to disburse loan | Should be Disabled |
allow-multiple-nominees | Enable this function to allow adding multiple nominees | Should be Disabled |
allow-npa-loan-restructure |
| Should be Disabled |
allow-payments-on-closed-loans | Enabling this configuration will enables Repayments for closed Loans. | Should be Disabled |
allow-reschedule-of-current-meeting-date | Enable this to reschedule or to change the current Center meeting date to future date | Should be Disabled |
allow-tranche-disbursal-on-overdue-loan | Enable this function to distribute | Should be Disabled |
allow-transaction-only-on-previous-working-day-eod-closure | Enable this for allowing the transactions only when the Previous working day's EOD is Closed. | Should be Disabled |
allow-transactions-on-holiday | Determine if transactions will be permitted on holidays. | Should be Enabled |
allow-transactions-on-non_workingday | Determine if transactions will be permitted on non-working days, such as weekends. | Should be Enabled |
allow_reject_bank_transaction_on_error |
| Should be Disabled |
amazon-S3 | Determines if file and image uploads will be handled by alternative Amazon S3 cloud storage. | Should be Disabled |
apk-url |
| Should be Disabled |
apk-version |
| Should be Disabled |
apply-accounting-closures-to-all-loans-savings |
| Should be Disabled |
apply-group-officer-heirarchy |
| Should be Disabled |
apply-loan-officer-to-center-hierarchy | When enabled, a loan officer assigned to a center gets automatically assigned to all clients, groups and active loans within the center | Should be Enabled |
Arrears based on principle | Enable this to calculate arrears based on the Principal of the Installment amount | Should be Disabled |
arrears_based_on |
| Should be Enabled |
auto-populate-details-based-on-SA-id |
| Should be Disabled |
backdate-penalties-enabled | Determines whether backdated penalties are applied. | Should be Enabled |
bank-cb-approval-provider-key |
| Should be Disabled |
bank-cb-approval-provider-prefix |
| Should be Disabled |
base-url |
| Should be Enabled |
batch-accounting |
| Should be Disabled |
bc-accounting |
| Should be Disabled |
bc-tax-percentage-on-fees |
| Should be Disabled |
bc-tax-percentage-on-interest |
| Should be Disabled |
bc_partner_id |
| Should be Disabled |
bc_partner_name |
| Should be Enabled |
BCIF |
| Should be Disabled |
calculate-till-meeting-date |
| Should be Disabled |
captcha-expiry-in-minutes |
| Should be Disabled |
cb check validation for workflow |
| Should be Disabled |
center-client-association | Determines the creation of client in center level. | Should be Disabled |
change-emi-if-repaymentdate-same-as-disbursementdate | Helps in changing EMI if repayment date is same as that of disbursement date. | Should be Enabled |
client-verification |
| Should be Disabled |
client_dedup_threshold_entity | Determines a threshold value for restricting the creation of duplicate entity. | Should be Enabled |
client_dedup_threshold_person | Determines a threshold value for restricting the creation of duplicate person. | Should be Enabled |
conditional-two-factor-authentication |
| Should be Disabled |
constraint_approach_for_datatables | Determines whether the Code Value Name or the Code Value ID will be stored in the generated data table. If disabled, the Code Value Name will be stored in the generated data table. If enabled, the Code Value ID will be stored in the generated data table. | Should be Disabled |
create_center_without_village | Enable this to create a center without the office. | Should be Enabled |
credit-check | Determines whether the Credit Bureau check will be used. | Should be Enabled |
customer-deduplication | Determines is there a restriction for creating duplicate customer. | Should be Enabled |
daily-tpt-limit | Enabling this it will limit third party transfer to mentioned amount. Used mainly for self service user. | Should be Disabled |
default-client-payment-settlement-strategy |
| Should be Enabled |
default-escalation-duration |
| Should be Enabled |
default-organization-currency | Determines the default currency for the organization. | Should be Disabled |
default-payment-type-id |
| Should be Disabled |
default-penny-drop-transaction-payment-type-id |
| Should be Disabled |
default-saving-product-for-client-account |
| Should be Disabled |
default-tat-duration |
| Should be Enabled |
default-value-date-for-accrual |
| Should be Disabled |
default-value-for-value-date |
| Should be Disabled |
delay-for-adv-process-in-minutes |
| Should be Disabled |
display-firstname-last-lastname-first-for-client | Enable this to display first name last and last name first for client. | Should be Disabled |
dpd-for-fldg |
| Should be Enabled |
enable-accrual-reversal-on-waiver |
| Should be Disabled |
enable-adjusted-amount-accounting |
| Should be Disabled |
enable-beta | Determines the untested functionality is enabled. | Should be Disabled |
enable-center-count-for-each-village | Enable this for giving the limit for each village. | Should be Disabled |
enable-cgt | Determined whether the CGT is enabled. | Should be Enabled |
enable-clients-address | Helps in adding address field at the time of client creation. | Should be Disabled |
enable-current-day-accounting | Enable this for doing the accounting as on current day. | Should be Disabled |
enable-delay-processs-for-aadhar-data-vault |
| Should be Disabled |
enable-eod-accruals |
| Should be Disabled |
enable-family-member-address | Enable this to add the address for family members. | Should be Disabled |
enable-nominee-address |
| Should be Disabled |
enable-office-address | Enable this to add the address at the time of creating the office. | Should be Disabled |
enable-pending-for-approval-stage |
| Should be Disabled |
enable-role-operational-working-hours | Enable this for roles where based on the working hours user can login | Should be Disabled |
enable-sftp-for-rbl |
| Should be Disabled |
enable-user-activity-log |
| Should be Disabled |
enable-value-date-for-loan-transaction |
| Should be Disabled |
enable_captcha_after_N_successive_failed_attempts | Enable this for captcha to show after N successive failed attempts. | Should be Disabled |
enable_email_otp |
| Should be Disabled |
enable_level_based_address |
| Should be Disabled |
encrypt-login-password-for-authentication | Determines every login credential is encrypted for authentication | Should be Enabled |
eod-time |
| Should be Disabled |
equifax_for_retail |
| Should be Disabled |
every-user-login-generate-new-cryptographic-key-pair | Determines whether every login should have unique cryptographic key-pair or single key-pair | Should be Enabled |
exclude-meetingdate-for-prepone-or-postpone-date |
| Should be Disabled |
exclude_current_date_for_preclose_interest_calculation |
| Should be Disabled |
file-storage-path |
| Should be Disabled |
financial-year-beginning-month | This should be set at the database level before any savings interest is posted. Allowed values 1 - 12 (January - December). Interest posting periods are evaluated based on this configuration. | Should be Enabled |
fldg-percentage |
| Should be Enabled |
force-id-check-for-cb-on-second-loan | Enable this to check the identifier for second loan Credit bureau generation | Should be Enabled |
force-loan-repayment-frequency-match-with-meeting-frequency | Determines whether the loan frequency is matching with the meeting frequency. | Should be Disabled |
force-password-reset-days | Determine if passwords expire and whether or not users will be required to reset their passwords after a certain number of days. Allowed values are 0 - 30. Values of 0 means this isn't enabled and passwords will not expire. | Should be Disabled |
freeze-repayment-transactions |
| Should be Disabled |
ft-support-on-default-bank-transfer-type |
| Should be Disabled |
generate-loan-accnum-while-creating-loanapplicationreference |
| Should be Disabled |
glim-loans-in-client-profile | Determines the display of glim loans in the client profile | Should be Enabled |
glim-payment-as-group | Determines whether the payment need to be done group level | Should be Disabled |
Grace On Penalty Posting | Determines whether Moratorium functionality is permitted. If enabled, Moratorium functionality is allowed; if disabled, Moratorium functionality is not allow. | Should be Enabled |
google-analytics-tracking-id |
| Should be Disabled |
google-map-geo-fencing-radius-limit |
| Should be Disabled |
hierarchical_reference_number |
| Should be Disabled |
holiday-repayments-rescheduled-to-must-be-within-range |
| Should be Disabled |
imps-transaction-limit |
| Should be Enabled |
include-client-charges-in-collection-sheet | Determines whether the client charge should be included in the collection sheet | Should be Enabled |
include-fee-to-nach-payment |
| Should be Disabled |
include-overdue-amount-in-individual-collection-sheet |
| Should be Disabled |
incremental-periods-of-unpaid-installments |
| Should be Disabled |
installment-amount-rounding-mode | Enabling this rounding of only installment amount is performed. Values that can be given are: 0 - UP | Should be Enabled |
insurance-charge-validation-required-while-loan-application-creation-or-modification |
| Should be Disabled |
interest-charged-from-date-same-as-disbursal-date | By enabling it interest will be charged from the same date of disbursement date | Should be Enabled |
is-aadhaar-masking-enabled |
| Should be Disabled |
is-attendance-mandatory-for-collection-sheet |
| Should be Enabled |
is-bank-account-name-verify-against-client-name-enabled |
| Should be Disabled |
is cache enabled | Determines if caching is enabled in the platform to improve performance | Should be Disabled |
is-field-office-enable |
| Should be Disabled |
is-grt-activity-at-center-level |
| Should be Disabled |
is-saving-account-delete-enable |
| Should be Disabled |
is-workflow-automation-enabled |
| Should be Disabled |
is_isolation_enabled |
| Should be Disabled |
jlg_loans_included_in_individual_collection_sheet | Determines if the JLG loan should be included in the individual collection sheet | Should be Disabled |
load-client-members-details-in-center-page |
| Should be Disabled |
loan-application | Determines if the New Loan Application will be used | Should be Enabled |
maker-checker | Determine if the maker-checker system will be used. | Should be Disabled |
mandate-otp-for-register-devices |
| Should be Disabled |
manual-client-onboarding-allowed |
| Should be Enabled |
mask-regex | Determines a regex pattern should be masked. | Should be Disabled |
mask-replacechar | Determines a character replaced should be masked. | Should be Disabled |
max-active-user-per-device |
| Should be Disabled |
max-centers-in-village |
| Should be Disabled |
max-cgt-days | Determines the maximum number of days CGT should have | Should be Disabled |
max-clients-in-center |
| Should be Disabled |
max-clients-in-group | Determines the maximum number of clients that can be added to the group. | Should be Disabled |
max-groups-in-center |
| Should be Disabled |
max-login-attempts | Determines the maximum number of login the user can attempt | Should be Disabled |
max-passord-history-count |
| Should be Enabled |
max_file_upload_size_in_mb |
| Should be Disabled |
maximum total outstanding limit |
| Should be Enabled |
meetings-mandatory-for-jlg-loans | Enabling this makes meetings mandatory for JLG loans | Should be Disabled |
min-cgt-days | Determines the minimum number of days CGT should have | Should be Enabled |
min-clients-in-center |
| Should be Disabled |
min-clients-in-group | Determines the minimum number of clients that can be added to the group. | Should be Disabled |
min-groups-in-center |
| Should be Disabled |
min-principal-percentage-on-applying-interest-grace |
| Should be Disabled |
min-principal-threshold-to-increase-repayments-on-applying-interest-grace |
| Should be Enabled |
modify_approved_loan |
| Should be Disabled |
multiple-session-for-following-clients-enabled |
| Should be Disabled |
NCIF |
| Should be Disabled |
number of meeting intervals for expiry approval loans |
| Should be Disabled |
number of meetings for expiry submitted and pending approval loans |
| Should be Disabled |
number-of-days-for-ACH-failed-transactions | Determines the number of days for ACH transaction to fail | Should be Enabled |
number-of-days-for-task-archiving |
| Should be Disabled |
office-level-data-scoping |
| Should be Disabled |
office-opening-balances-contra-account | Enabling this helps in setting up opening GL balances for a given organization | Should be Disabled |
office-specific-products-enabled | Helps in enabling entity to entity mapping for a given organization | Should be Disabled |
organisation-migration-date |
| Should be Disabled |
organisation-start-date | On enabling and providing organization start date, all the calculations will effect from this date. It's recommended to enable this entity if you want to use accounting module. You could set the start date from the database under table "c_configuration" and provide start date under date value row. | Should be Disabled |
otp-valid-for-seconds |
| Should be Enabled |
own institute name |
| Should be Disabled |
paymenttype-applicable-for-disbursement-charges | Helps in enabling payment types for charges. | Should be Disabled |
pentaho-on-file-storage |
| Should be Enabled |
penalty-wait-period | Defined in terms of days. Defines how many days overdue before an overdue penalty will be charged. | Should be Enabled |
persist-aadhaar-data |
| Should be Disabled |
populate_client_address_from_villages | Enabling this configuration will populate the client address from village | Should be Disabled |
process-colending-real-time |
| Should be Disabled |
reason-code-allowed |
| Should be Disabled |
recalculate-schedule-on-meeting-date-change |
| Should be Enabled |
recalculate-schedule-on-undo-preclose |
| Should be Enabled |
regex-for-csv-validation |
| Should be Enabled |
reject_entity_on_workflow_rejection |
| Should be Disabled |
reschedule-future-repayments | If enabled, reschedules repayments which fall on a non-working day to configured repayment rescheduling rule. | Should be Disabled |
reschedule-repayments-on-holidays | Determine if repayments that occur on holidays will be rescheduled. | Should be Disabled |
restrict-client-transfer-on-active-associations |
| Should be Disabled |
restrict-duplicate-report-firing-duration-in-sec |
| Should be Disabled |
restrict-edit-center-meeting-with-active-loans |
| Should be Disabled |
restrict-next-cb-fetch-duration |
| Should be Disabled |
restrict-overpayment |
| Should be Disabled |
restrict-partial-payment |
| Should be Disabled |
restrict-products-to-user-office | Helps in restricting products for users in a given office | Should be Disabled |
rounding-mode | Enabling this rounding of amount is performed. Values that can be given are: 0 - UP | Should be Enabled |
savings-interest-posting-current-period-end | Recommended to be changed only once during start of production. When set as false(default), interest will be posted on the first date of next period. If set as true, interest will be posted on last date of current period. There is no difference in the interest amount posted. | Should be Disabled |
savings_account_included_in_collection_sheet | Enabling this configuration will include the saving accounts in collection sheet | Should be Disabled |
savings_withdraw_included_in_collection_sheet | Enabling this configuration will include the saving withdrawal in collection sheet | Should be Disabled |
scheduled-notifications-executor-offset-in-seconds |
| Should be Disabled |
self-user-role-name |
| Should be Enabled |
show reference number as a name in group |
| Should be Disabled |
show-hierarchy-details-on-search | Enabling this configuration will show the hierarchy details on search | Should be Disabled |
show-loan-details-in-center-page | Enabling this configuration will display the loan details in the Center page | Should be Enabled |
show-office-dropdown-for-loans |
| Should be Disabled |
show-office-dropdown-for-savings |
| Should be Disabled |
single-loan-application-workflow |
| Should be Disabled |
skip-repayment-on-first-day-of-month | Enabling this skips the repayment date if the repayment is scheduled on first day of the month | Should be Disabled |
specific-kyc-check-enabled-for-cb |
| Should be Disabled |
stop-batch-accounting-for-fldg-loans |
| Should be Disabled |
switch-user-restriction-based-on-roles |
| Should be Disabled |
switch-user-token-expiry-in-minutes |
| Should be Enabled |
sync-monthly-loans-to-weekly-meetings | consider monthly loans for four week | Should be Disabled |
tax-amount-rounding-mode |
| Should be Enabled |
tax-decimal-places |
| Should be Enabled |
time-duration-for-unprocessed-indentifier-in-hours |
| Should be Disabled |
tranche-disbursal-credit-check | Determines the usage of credit bureau check for every tranche disbursal | Should be Disabled |
transfer-loans-with-client-transfer |
| Should be Enabled |
transfer-savings-with-client-transfer |
| Should be Enabled |
two-factor-authentication |
| Should be Disabled |
use-due-date-for-reschedule-loan-with-calendar |
| Should be Disabled |
user-dormant-period-in-days |
| Should be Disabled |
validate-for-duplicate-loan-charges |
| Should be Disabled |
validate-for-month-end-accounting-closure |
| Should be Disabled |
validate-maker-checker |
| Should be Disabled |
validate-repayment-frequency-with-product |
| Should be Disabled |
work-flow | Determines if workflow is used or not | Should be Enabled |
workflow-automation-number-of-minutes-to-unassign-task |
| Should be Disabled |
workflow-automation-number-of-tasks-to-be-picked |
| Should be Disabled |