Request New Card

A wizard that captures a member card request and prepares it for personalisation and issuance. The officer selects the card product, links the funding account and confirms the embossing name, then the request creates a card record ready for activation. It standardises onboarding and enforces eligibility before plastic is committed.

Workflow

Open Request New Card from the Cards issuing menu.
Select the member and the card product (debit or prepaid).
Link the funding savings or wallet account.
Confirm the embossing name and delivery branch.
Submit to create a card record in pending status.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Member `member_id`	Link → mfi.member	Yes	Member
Funding Account `account_id`	Link → mfi.savings.account	Yes	Funding Account
Card Type `card_type`	Choice: Debit, Prepaid	Yes	Card Type
Brand `brand`	Choice: Visa, Mastercard, Verve, Local Scheme	Yes	Brand
Sponsor Processor `sponsor_processor_id`	Link → mfi.card.processor	Yes	Sponsor Processor
Daily Atm Limit `daily_atm_limit`	Money	—	Daily Atm Limit
Daily Pos Limit `daily_pos_limit`	Money	—	Daily Pos Limit
Currency `currency_id`	Link → res.currency	—	Currency
Notes `notes`	Long text	—	Notes

Actions & buttons

Buttons available on this screen and what they do:

Create Card

Notes & rules

Model mfi.card.request.wizard is transient and produces an mfi.card record.
Captures member, card product, funding account and embossing name.
Eligibility/KYC checks happen here before stock is allocated.
Feeds the All Cards screen for activation and PIN setup.

Technical model: mfi.card.request.wizard · Record: Card Request Wizard