Global Configuration
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.
Beginning at the main screen, select Admin, then System from the drop-down menu. This will launch the System menu.
Select Configurations.
Once you have selected configurations finflux will display all Global Configuration options - and their current status in a chart:
Explanation of each global configuration setting
Some global configurations are simply a boolean setting specifying if its 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 | Purpose/Description | Default | Values |
|---|---|---|---|
adjusted-amount-rounding-mode | Enabling this rounding of only last installment amount is performed. Values that can be given are: 0 - UP | 6 | 0-6 |
allow-transactions-on-holiday | Determine if transactions will be permitted on holidays. | Enabled | 0/1 |
allow-transactions-on-non_workingday | Determine if transactions will be permitted on non-working days, such as weekends. | Enabled | 0/1 |
allow-clients-in-multiple-groups | Enabling this configuration will allow to add same client in multiple groups. | Enabled | 0/1 |
allow-payments-on-closed-loans | Enabling this configuration will enables Repayments for closed Loans. | Disabled | 0/1 |
amazon-S3 | Determines if file and image uploads will be handled by alternative Amazon S3 cloud storage. | Disabled | 0/1 |
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 | Disabled | |
backdate-penalties-enabled | Determines whether backdated penalties are applied | Enabled | 0/1 |
change-emi-if-repaymentdate-same-as-disbursementdate | Helps in changing EMI if repayment date is same as that of disbursement date | Enabled | 0/1 |
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. | Disabled | 0/1 |
center-client-association | Determines the creation of client in center level. | Disabled | |
client_dedup_threshold_entity | Determines a threshold value for restricting the creation of duplicate entity | Disabled | |
client_dedup_threshold_person | Determines a threshold value for restricting the creation of duplicate person | Disabled | |
customer-deduplication | Determines is there a restriction for creating duplicate customer | Disabled | |
credit-check | Determines whether the Credit Bureau check will be used | Enabled | |
daily-tpt-limit | Enabling this it will limit third party transfer to mentioned amount. Used mainly for self service user. | Disabled | |
default-organisation-currency | Determines the default currency for the organization | Disabled | |
enable-clients-address | Helps in adding address field at the time of client creation. | Disabled | 0/1 |
enable-cgt | Determined whether the CGT is enabled | Enabled | |
enable-beta | Determines the untested functionality is enabled | Disabled | |
encrypt-login-password-for-authentication | Determines every login credential is encrypted for authentication | Enabled | |
every-user-login-generate-new-cryptographic-key-pair | Determines whether every login should have unique cryptographic key-pair or single key-pair | Enabled | |
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. | Enabled | 1 - 12 |
force-loan-repayment-frequency-match-with-meeting-frequency | Determines whether the loan frequency is matching with the meeting frequency | 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 thisn't enabled and passwords will not expire. | Disabled | 0 - 30 |
Grace On Penalty Posting | Determines whether Moratorium functionality is permitted. If enabled, Moratorium functionality is allowed; if disabled, Moratorium functionality is not allow. | Enabled | 0/1 |
glim-payment-as-group | Determines whether the payment need to be done group level | Disabled | |
glim-loans-in-client-profile | Determines the display of glim loans in the client profile | Enabled | |
include-client-charges-in-collection-sheet | Determines whether the client charge should be included in the collection sheet | Enabled | |
installment-amount-rounding-mode | Enabling this rounding of only installment amount is performed. Values that can be given are: 0 - UP | 6 | 0-6 |
Interest-charged-from-date-same-as-disbursal-date | By enabling it interest will be charged from the same date of disbursement date | Disabled | 0/1 |
Is cache enabled | Determines if caching is enabled in the platform to improve performance. | Disabled | 0/1 |
jlg_loans_included_in_individual_collection_sheet | Determines if the JLG loan should be included in the individual collection sheet | Disabled | |
loan-application | Determines if the New Loan Application will be used | Enabled | |
maker-checker | Determine if the maker-checker system will be used. | Disabled | 0/1 |
mask-regex | Determines a regex pattern should be masked | Disabled | |
mask-replacechar | Determines a character replaced should be masked | Disabled | |
max-cgt-days | Determines the maximum number of days CGT should have | Enabled | |
max-clients-in-group | Determines the maximum number of clients that can be added to the group. | Disabled | |
max-login-attempts | Determines the maximum number of login the user can attempt | Disabled | |
meetings-mandatory-for-jlg-loans | Enabling this makes meetings mandatory for JLG loans | Disabled | 0/1 |
min-cgt-days | Determines the minimum number of days CGT should have | Enabled | |
min-clients-in-group | Determines the minimum number of clients that can be added to the group. | Disabled | |
number-of-days-for-ACH-failed-transactions | Determines the number of days for ACH transaction to fail | Enabled | |
office-opening-balances-Contra-account | Enabling this helps in setting up opening GL balances for a given organisation. | Disabled | 0/1 |
office-specific-products-enabled | Helps in enabling entity to entity mapping for a given organisation | Disabled | 0/1 |
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. | Disabled | 0/1 |
paymenttype-applicable-for-disbursement-charges | Helps in enabling payment types for charges. | Disabled | 0/1 |
penalty-wait-period | Defined in terms of days. Defines how many days overdue before an overdue penalty will be charged. | Enabled | 0-30 |
populate_client_address_from_villages | Enabling this configuration will populate the client address from village | Disabled | |
reschedule-future-repayments | If enabled, reschedules repayments which fall on a non-working day to configured repayment rescheduling rule. | Disabled | 0/1 |
reschedule-repayments-on-holidays | Determine if repayments that occur on holidays will be rescheduled. | Enabled | 0/1 |
restrict-products-to-user-office | Helps in restricting products for users in a given office | Disabled | 0/1 |
rounding-mode | Enabling this rounding of amount is performed. Values that can be given are: 0 - UP | Enabled | 0-6 |
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. | Disabled | 0/1 |
savings_account_included_in_collection_sheet | Enabling this configuration will include the saving accounts in collection sheet | Disabled | |
savings_withdraw_included_in_collection_sheet | Enabling this configuration will include the saving withdrawal in collection sheet | Disabled | |
show-hierarchy-details-on-search | Enabling this configuration will show the hierarchy details on search | Disabled | |
show-loan-details-in-center-page | Enabling this configuration will display the loan details in the Center page | Enabled | |
skip-repayment-on-first-day-of-month | Enabling this skips the repayment date if the repayment is scheduled on first day of the month | Disabled | 0-31 |
sync-monthly-loans-to-weekly-meetings | consider monthly loans for four week | Disabled | |
tranche-disbursal-credit-check | Determines the usage of credit bureau check for every tranche disbursal | Enabled | |
work-flow | Determines if workflow is used or not | Enabled |
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. When a setting is Enabled it will have "True" in the Enabled? column.
To disable a setting click on the Red Square with an 'Disable' on it. The setting will be disabled.
When a setting is Disabled it will have "False" in the Enabled? column.
To enable a setting click on the Blue Square with a Enable written on it. The setting will be enabled.
Note: There is no Submit or Save for this screen. When satisfied with the settings, you may navigate to another page.
On this page