All MFI Documents

All MFI Documents is the complete archive of files attached across loans - agreements, IDs, collateral and appraisal documents - viewable as a kanban or list for retrieval and audit. It is the central document repository supporting examination and dispute resolution.

Workflow

Search or filter by loan, member, type or verification status.
Open a document to view or download it.
Upload additional documents against a loan.
Check verification status across the archive.
Export or retrieve documents for audit or legal needs.

Fields reference

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

Field	Type	Required	Description
Document Name `name`	Text	Yes	Document Name
Document Type `document_type`	Choice: ID Card / Passport, Passport Photo, Proof of Income, Bank Statement, Business License, Collateral Document, Title Deed, Valuation Report	Yes	Document Type
Folder `folder`	Choice: Members, Loan Applications, Loan Agreements, Collateral Documents, Guarantor Documents, Correspondence, Legal Documents, Other	Yes	Folder
Status `state`	Choice: Uploaded, Verified, Rejected, Expired	Yes	Status
Has Message `has_message`	Yes/No	—	Has Message
Loan `loan_id`	Link → mfi.loan	—	Loan
Member `member_id`	Link → mfi.member	—	Member
Branch `branch_id`	Link → mfi.branch	—	Branch
File Name `file_name`	Text	—	File Name
Description `description`	Long text	—	Description
Verified By `verified_by`	Link → res.users	—	Verified By
Verified Date `verified_date`	Date	—	Verified Date
Expiry Date `expiry_date`	Date	—	Expiry Date
Expired `is_expired`	Yes/No	—	Expired
Documents App Record `documents_document_id`	Link → documents.document	—	Documents App Record
Company `company_id`	Link → res.company	—	Company

Actions & buttons

Buttons available on this screen and what they do:

Verify
Reject

Status lifecycle

Records on this screen move through these statuses:

Uploaded → Verified → Rejected → Expired

Notes & rules

Model: mfi.loan.attachment (all).
Kanban/list/form views.
Holds agreements, KYC, collateral and appraisal files.
Central repository for audit and disputes.

Technical model: mfi.loan.attachment · Record: Loan Document