Page Comparison

Account Number

Contains a text representation of loan account global identification number.

No.

For empty column parser with create new account and generate number. If column is not empty parser will check for duplicates and create account with provided number.

Customer Global ID

Contains a text representation of global identification for customer for which we create new account. Customer must exist in the system.

Yes.

Customer must be in state "Active".

Product Name

Contains a name of loan product which will be used as a base for new loan account. Product must exist in the system.

Yes.

This is a full name of a product. Parser won't accept short name or product number.

Status Name

Contains a text representation of account status.

Yes.

Allowed values are:

• Cancelled
• Active in good standing
• Active in bad standing
• Approved
• Closed Obligation Met
• Closed Rescheduled
• Closed Written OFF
• Disbursed To Loan Officer
• Partial Application
• Pending Approval
  Values are not case-sensitive.

Cancel Flag Reason

Contains a text representation of reason for cancelling account.

Only if Status Name is set to "Cancelled"

Allowed values are:

• Withdraw
• Other
• Rejected
• Reversal 
  Values are not case-sensitive. 

Loan Amount

Contains a decimal representation of a loan amount.

Yes.

Loan amount must conform to loan product requirements and Mifos restrictions on decimal values.

Interest Rate

Contains a decimal representation of interest rate.

Yes.

Interest rate must conform to loan product requirements and Mifos restrictions on decimal values.

No. Of Installments

Contains a integer representation of number of installments.

Yes.

Number of installments must conform to loan product definition.

Disbursal Date

Contains a date representation of disbursal date for account.

Yes.

Default date format is: D.MM.YYYY where D is day, MM is month (always two digits) and YYYY is year (always four digits).
Date must conform to loan product requirements, customer requirements and Mifos restrictions.

Grace Period

Contains an integer representation of grace period.

Depends on loan product.

This column is mandatory if loan products allows for grace period. Otherwise this column is ignored.

Source Of Fund

Contains a text representation of source of found for loan account.

No.

Must conform to values defined in Mifos.

Purpose

Contains a text representation of loan account purpose.

No.

Must conform to values defined in Mifos.

Collateral Type

Contains a text representation of collateral type.

No.

Must conform to values defined in Mifos.

Collateral Notes

Contains a text representation of collateral notes.

No.

Must conform to values defined in Mifos.

External ID

Contains a text representation of external id.

No.

Must conform to values defined in Mifos.