Collection Sheet

[maektwain]

• Mobile app will be used by CRO’s, every CRO act as Loan officer, and they will have individual login • While providing Bulk Loan to clients, we will tag the respective loan officer (see above screenshot, where we will mark the loan officer) • Once CRO is tagged as loan officer for a group, for every repayments week, a notification should be sent early morning (2am). The notification should be titled with the center name and timing for collection. On clicking the notification, it should redirect to the collection sheet of that particular center • The timings for the center are marked by our staff in the Web UI. We will have a separate Datatable under every center where we will capture the meeting time. • Once the collection is done and submitted for the center, the notification should be greyed out. • We need Collection sheet same as in Web UI, with the below fields, along with the denominations (Rs.1000/500/200/100/10/20/coins as 1/2/5) wherein the CRO will mark the collection done for the center.

[maektwain]

Questions please answer

When you are saying collection sheet? You want to have the whole collection sheet to be done at mobile ?

Where a CRO will do the same as you are doing in the Web UI.

3. Who is going to send the notification ? Is it automated ? Based on repayment date / dues.

4. You want the notification based on the centre.? Which means we need to observe the centre and the repayments and then send notification in total?

5. When you are saying denomination , you mean the amount of denomination collected by CRO ? What is the purpose of it ?

[Divikarur]

When you are saying collection sheet? You want to have the whole collection sheet to be done at mobile ? --> same as in UI, additionally denomination

Where a CRO will do the same as you are doing in the Web UI. -> yes, he will mark the attendance, and check for amount collected, additionally we need denomination under every client.

Who is going to send the notification ? Is it automated ? Based on repayment date / dues. ->yes it is automated, based on rapayment date, a notification should be sent- a notification should have the title as center/grp name and timings. For timings we will have a datatable inside every grp where we will specify the timings. On Clicking the notification, it must redirect to collection sheet of that center. and all the notifications for the day should be sent in the early mrng 2am.

You want the notification based on the centre.? Which means we need to observe the centre and the repayments and then send notification in total? --> yes, and also CRO should get notification only for the centers he is tagged under.

When you are saying denomination , you mean the amount of denomination collected by CRO ? What is the purpose of it ? --> so far we are doing it manually like, when a CRO goes for center and do the collection , if the total collected amt from that center is 1000rs, then he will mark the denominations in the sheet and will handover the amt and denomination sheet to his higher officials,,now we wanted to make it digital..like under collection sheet we can have separate button for adding denominations. on clicking it should redirect me to the new page where i will have like below. CRO will mark the denominations and it should calculate the tot automatically and this total should be validated with the collection sheet total on submission. Once submitted the notification should greyed out. 2000 x =   1000 x =   500 x =   200 x =   100 x =   50 x =   20 x =  10 x =   5 x =   2 x =  1 x __ = ___ Total = __

[maektwain]

When you are saying collection sheet? You want to have the whole collection sheet to be done at mobile ? --> same as in UI, additionally denomination

Where a CRO will do the same as you are doing in the Web UI. -> yes, he will mark the attendance, and check for amount collected, additionally we need denomination under every client.

Who is going to send the notification ? Is it automated ? Based on repayment date / dues. ->yes it is automated, based on rapayment date, a notification should be sent- a notification should have the title as center/grp name and timings. For timings we will have a datatable inside every grp where we will specify the timings. On Clicking the notification, it must redirect to collection sheet of that center. and all the notifications for the day should be sent in the early mrng 2am.

Based on repayment date? How is this possible, Centre / group client will have same repayments I understand but we are going to collect individual repayments then only you can say the group and centre is collected.

You want the notification based on the centre.? Which means we need to observe the centre and the repayments and then send notification in total? --> yes, and also CRO should get notification only for the centers he is tagged under.

When you are saying denomination , you mean the amount of denomination collected by CRO ? What is the purpose of it ? --> so far we are doing it manually like, when a CRO goes for center and do the collection , if the total collected amt from that center is 1000rs, then he will mark the denominations in the sheet and will handover the amt and denomination sheet to his higher officials,,now we wanted to make it digital..like under collection sheet we can have separate button for adding denominations. on clicking it should redirect me to the new page where i will have like below. CRO will mark the denominations and it should calculate the tot automatically and this total should be validated with the collection sheet total on submission. Once submitted the notification should greyed out. 2000 x =   1000 x =   500 x =   200 x =   100 x =   50 x =   20 x =  10 x =   5 x =   2 x =  1 x __ = ___ Total = __ You do it in the Core banking system , now the problem is that to develop this we need to put this in transactions like how much customer has given in which range , essentially its all range of cash I think I need more Time on this task.

[maektwain]

When you are saying collection sheet? You want to have the whole collection sheet to be done at mobile ? --> same as in UI, additionally denomination Where a CRO will do the same as you are doing in the Web UI. -> yes, he will mark the attendance, and check for amount collected, additionally we need denomination under every client. Who is going to send the notification ? Is it automated ? Based on repayment date / dues. ->yes it is automated, based on rapayment date, a notification should be sent- a notification should have the title as center/grp name and timings. For timings we will have a datatable inside every grp where we will specify the timings. On Clicking the notification, it must redirect to collection sheet of that center. and all the notifications for the day should be sent in the early mrng 2am.

Based on repayment date? How is this possible, Centre / group client will have same repayments I understand but we are going to collect individual repayments then only you can say the group and centre is collected.

You want the notification based on the centre.? Which means we need to observe the centre and the repayments and then send notification in total? --> yes, and also CRO should get notification only for the centers he is tagged under. When you are saying denomination , you mean the amount of denomination collected by CRO ? What is the purpose of it ? --> so far we are doing it manually like, when a CRO goes for center and do the collection , if the total collected amt from that center is 1000rs, then he will mark the denominations in the sheet and will handover the amt and denomination sheet to his higher officials,,now we wanted to make it digital..like under collection sheet we can have separate button for adding denominations. on clicking it should redirect me to the new page where i will have like below. CRO will mark the denominations and it should calculate the tot automatically and this total should be validated with the collection sheet total on submission. Once submitted the notification should greyed out. 2000 x =   1000 x =   500 x =   200 x =   100 x =   50 x =   20 x =  10 x =   5 x =   2 x =  1 x __ = ___ Total = __

You do it in the Core banking system , now the problem is that to develop this we need to put this in transactions like how much customer has given in which range , essentially its all range of cash I think I need more Time on this task.

[maektwain]

Another important thing you want to build the whole denomination system which does records how much change has been collected while recording repayment, let me see it will quite tricky but doable need. more thoughts on this.

Thanks