Configuration

Configuration holds the master data and settings that drive the Members app: categories, document types, PPI questions and country tables, app settings and bulk tools.

This section covers:

• Settings — The Members app settings page where administrators turn features on or off and set policies such as dormancy thresholds, KYC enfor
• Member Categories — Defines the categories members are classified into, such as individual, junior, group, corporate or staff. Categories drive produc
• Document Types — Configures the types of KYC documents the institution accepts, such as national ID, passport, photo, signature, proof of address a
• PPI Questions — Defines the Progress out of Poverty Index questionnaire, the standardised survey questions and their scoring weights used to estim
• PPI Country Tables — Holds the country-specific lookup tables that convert raw PPI scores into poverty-likelihood percentages, since the index is calib
• Tools — Tools provides bulk operations for the membership: importing members in bulk and running SMS campaigns to large member segments.