Groups

The register of solidarity groups (JLGs) whose members co-guarantee each other's loans. Each record holds the membership, office bearers, the centre it belongs to and its current cycle. This is where the social-collateral structure that replaces physical collateral is defined and maintained.

Groups
Groups — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Groups under Operations.
  2. Create a group, name it and assign its centre.
  3. Add members and designate chairperson/treasurer roles.
  4. Set the group's current loan cycle.
  5. Activate the group so it can take group loans and hold meetings.

Fields reference

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

FieldTypeRequiredDescription
Website Messages
website_message_ids
List—Website communication history
Meeting Time
meeting_time
Decimal—HH.MM format e.g. 9.30 = 9:30
Name
name
TextYesName
My Activity Deadline
my_activity_date_deadline
Date—My Activity Deadline
Has Message
has_message
Yes/No—Has Message
Ratings
rating_ids
List—Ratings
Group No.
group_no
Text—Group No.
Branch
branch_id
Link → mfi.branch—Branch
Center
center_id
Link → mfi.group.center—Center
Field Officer
officer_id
Link → res.users—Field Officer
Formation Date
formation_date
Date—Formation Date
Members
member_ids
Tags—Members
Member Count
member_count
Number—Member Count
State
state
Choice: Forming, Active, Dormant, Disbanded—State
Village
village
Text—Village
Meeting Day Of Week
meeting_day_of_week
Choice: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday—Meeting Day Of Week
Meeting Location
meeting_location
Text—Meeting Location
Cycles
cycle_ids
List—Cycles
Cycle Count
cycle_count
Number—Cycle Count
Group PAR %
par_pct
Decimal—Group PAR %
Notes
notes
Long text—Notes
Company
company_id
Link → res.company—Company
Active
active
Yes/No—Active

Actions & buttons

Buttons available on this screen and what they do:

  • Activate
  • Mark Dormant
  • Disband

Status lifecycle

Records on this screen move through these statuses:

Forming → Active → Dormant → Disbanded

Notes & rules

  • Model mfi.group.group; the joint-liability unit.
  • Members peer-guarantee each other (social collateral, not assets).
  • Holds office bearers, centre link and active cycle.
  • Referenced by meetings, group loans, social fund and fines.

Technical model: mfi.group.group · Record: MFI Lending Group (JLG / Grameen)

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