Governance

The Governance app gives the board and management of the institution the tools to run institutional oversight within the BridgeERP MFI Suite - directors and committees, conflict and policy registers, board meetings and resolutions, cash-control and incident governance, dual-authorisation approvals, data-retention and a whistleblower channel.

This section covers:

• Dashboard — The governance overview screen, surfacing outstanding approvals, upcoming board meetings, open incidents and policy-review due dat
• Awaiting My Approval — A personal work queue of transfers and actions awaiting the signed-in approver under the iBANK dual-control workflow (mfi.ib.pendi
• iBANK Pending Transfers — The full pool of transfers held pending authorisation across the institution (mfi.ib.pending), giving supervisors a complete view
• Directors — The register of board directors and committee members (mfi.board.director) - their terms, roles, committee memberships and appoint
• Conflict Disclosures — Captures directors' declarations of interest (mfi.board.conflict.disclosure) - related-party dealings, outside directorships and p
• Cash Policies — Defines the institution's cash-handling control policies (mfi.cash.policy) - till and vault limits, dual-custody rules and end-of-
• Cash Incidents — Logs cash-control exceptions (mfi.cash.incident) - shortages, overages, limit breaches and missing-custody events raised against c
• Board Meetings — Plans and records board and committee meetings (mfi.board.meeting) - agendas, attendance, quorum, minutes and resolutions arising.
• Branch EOD Sessions — Tracks branch end-of-day closing sessions (mfi.branch.session) - the cut-over where tellers balance cash, reconcile the day's acti
• Cash Position — A live view of cash held across tills and vaults (mfi.savings.till) presented as a kanban of balances by location. It lets managem
• Resolutions — The register of formal board resolutions (mfi.board.resolution) - decisions put to a vote, the result, proposer and the meeting th
• Data Retention Policies — Defines how long each class of record is kept and when it is purged (mfi.data.retention.policy) - the institution's data-protectio
• Cyber Incidents — Logs information-security and cyber incidents (mfi.cyber.incident) - breaches, fraud attempts, outages and data exposures - with s
• Policy Register — The central library of institutional policies (mfi.governance.policy) - credit, AML, HR, IT and operational policies - with versio
• Reversal Requests — Manages requests to reverse posted transactions (mfi.ib.reversal.request) - erroneous, duplicate or fraudulent entries that need b
• Standing Instructions — Holds recurring automated payment mandates (mfi.standing.instruction) - scheduled transfers, sweeps and repayments authorised to r
• Bulk Member Action — A controlled wizard (mfi.member.bulk.action.wizard) for applying an action - such as status change, classification or communicatio
• Board Pack — A wizard (mfi.board.pack.wizard) that assembles the board pack - financials, KPI summaries, risk and compliance reports and policy
• Support Cases — Tracks internal governance and operational support cases (mfi.support.case) - escalations, queries and issues that need owned, tim
• Whistleblower — A confidential channel for reporting misconduct, fraud or governance breaches (mfi.governance.whistleblower.report), with access r