Beneficiary Payouts

Beneficiary Payouts manages disbursing benefits owed to a member's nominated beneficiaries - for example insurance-claim proceeds or savings/welfare payouts on death - ensuring funds reach the correct nominee with proper authorisation. It links the payout to the underlying claim or member account and records settlement.

Workflow

Open or create a beneficiary payout for the relevant member.
Select the beneficiary and confirm the entitled amount.
Verify supporting documentation and authorisation.
Process the payout via the chosen channel.
Record the payment reference and close the payout.

Fields reference

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

Field	Type	Required	Description
Insurance Claim `claim_id`	Link → mfi.loan.insurance.claim	Yes	Insurance Claim
Beneficiary `beneficiary_id`	Link → mfi.member.beneficiary	Yes	Beneficiary
Has Message `has_message`	Yes/No	—	Has Message
Reference `name`	Text	—	Reference
Member `member_id`	Link → mfi.member	—	Member
Company `company_id`	Link → res.company	—	Company
Currency `currency_id`	Link → res.currency	—	Currency
Share % `share_pct`	Decimal	—	Share %
Amount `amount`	Money	—	Amount
Payment Method `method`	Choice: Cash, M-Pesa, Bank Transfer, Cheque	—	Payment Method
Bank / M-Pesa Reference `bank_ref`	Text	—	Bank / M-Pesa Reference
Paid Date `paid_date`	Date	—	Paid Date
Paid By `paid_by_id`	Link → res.users	—	Paid By
State `state`	Choice: Draft, Paid, Cancelled	—	State
Notes `notes`	Long text	—	Notes

Actions & buttons

Buttons available on this screen and what they do:

Mark Paid
Cancel
Print Certificate

Status lifecycle

Records on this screen move through these statuses:

Draft → Paid → Cancelled

Notes & rules

Model: mfi.member.beneficiary.payout.
Linked to insurance claims or member welfare/savings.
Requires beneficiary verification and authorisation.
Records channel and payment reference.

Technical model: mfi.member.beneficiary.payout · Record: Beneficiary Payout