Bulk Inquiry

A wizard for running a credit enquiry against many borrowers at once instead of one at a time. The officer selects a set of members and a bureau, and the suite fires the enquiries and collects the results into reports. It speeds portfolio screening, batch onboarding and periodic re-checks.

Workflow

Open Bulk Inquiry from the Credit Bureau menu.
Select the borrowers or apply a filter/domain.
Choose the bureau to query.
Run the batch enquiry.
Review the generated report records for each borrower.

Fields reference

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

Field	Type	Required	Description
Skip members with a fresh report `only_missing_recent`	Yes/No	—	Skip members who already have a report from this bureau younger than the validity window.
Bureau `bureau_id`	Link → mfi.crb.bureau	Yes	Bureau
Report Type `report_type`	Choice: Basic — Score Only, Standard — Credit Summary, Full — Comprehensive	Yes	Report Type
Members `member_ids`	Tags	—	Members
Queued Count `queued_count`	Number	—	Queued Count
Skipped Count `skipped_count`	Number	—	Skipped Count

Actions & buttons

Buttons available on this screen and what they do:

Run Inquiries

Notes & rules

Model mfi.crb.bulk.inquiry.wizard is transient and spawns mfi.crb.report records.
Useful for portfolio screening and mass onboarding checks.
Each borrower in the batch counts as a separate billable enquiry.
Results land in Reports (Pull) for individual review.

Technical model: mfi.crb.bulk.inquiry.wizard · Record: CRB Bulk Inquiry Wizard