SASRA Returns

The SASRA Returns wizard compiles the statutory periodic returns required by the SACCO regulator, drawing portfolio, classification and provisioning data into the prescribed schedules. It standardises regulatory submission and reduces manual return preparation.

Workflow

Open the wizard and select the return period.
Confirm the schedules/forms to compile.
Run to populate the return from portfolio data.
Review the generated schedules for completeness.
Export the return for regulatory submission.

Fields reference

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

Field	Type	Required	Description
Return Type `return_type`	Choice: Capital Adequacy, Liquidity, Delinquency (PAR), Large Exposures, Insider Lending	Yes	Return Type
Period Start `period_start`	Date	—	Period Start
Period End `period_end`	Date	—	Period End
Branch `branch_id`	Link → mfi.branch	—	Branch

Actions & buttons

Buttons available on this screen and what they do:

Print

Notes & rules

Model: mfi.sasra.return.wizard (PDF).
Compiles prescribed regulatory schedules.
Sources portfolio, classification and provision data.
Statutory SACCO supervisory return.

Technical model: mfi.sasra.return.wizard · Record: SASRA Regulatory Return Wizard

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