Committees

Committees defines each credit/approval committee, its members, approval mandate limits and quorum rules. It establishes the governance bodies that sanction loans above delegated officer limits, enforcing the institution's segregation-of-duties and approval-authority framework.

Committees
Committees — live screen from the BridgeERP MFI Suite.

Workflow

  1. Create or open a credit committee.
  2. Add members and assign roles (chair, members).
  3. Set the committee's approval limit and quorum.
  4. Define the loan tiers or amounts it must approve.
  5. Save so the committee can be assigned to applications.

Fields reference

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

FieldTypeRequiredDescription
Committee Name
name
TextYesCommittee Name
Company
company_id
Link → res.companyYesCompany
Has Message
has_message
Yes/No—Has Message
Active
active
Yes/No—Active
Branch
branch_id
Link → mfi.branch—Branch
Currency
currency_id
Link → res.currency—Currency
Committee Members
member_ids
Tags—Committee Members
Chairperson
chair_id
Link → res.users—Chairperson
Minimum Quorum
quorum_min
Number—Minimum Quorum
Minimum Amount
min_amount
Money—Minimum Amount
Maximum Amount
max_amount
Money—Maximum Amount
Notes
notes
Long text—Notes
Meeting Count
meeting_count
Number—Meeting Count

Notes & rules

  • Model: mfi.loan.credit.committee.
  • Defines members, mandate limit and quorum.
  • Enforces approval-authority tiers.
  • Referenced by committee meetings and loan approval.

Technical model: mfi.loan.credit.committee · Record: Credit Committee

Was this page helpful?