Member Categories

Defines the categories members are classified into, such as individual, junior, group, corporate or staff. Categories drive product eligibility, fees, KYC requirements and analytics segmentation, so maintaining them correctly is foundational to member setup.

Workflow

Go to Configuration then Member Categories
Click New to create a category
Name it and set any eligibility or fee attributes
Activate the category for use in member records
Edit categories as products and segments evolve

Fields reference

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

Field	Type	Required	Description
Max Loan Multiplier `max_loan_multiplier`	Decimal	—	Maximum loan amount as multiple of savings/shares
Min Membership Days for Loan `min_membership_days`	Number	—	Minimum days as active member before loan eligibility
Category Name `name`	Text	Yes	Category Name
Code `code`	Text	Yes	Code
Member Type `member_type`	Choice: Individual, Group, Corporate/Institution, Joint Account	Yes	Member Type
Has Message `has_message`	Yes/No	—	Has Message
Sequence `sequence`	Number	—	Sequence
Active `active`	Yes/No	—	Active
Description `description`	Long text	—	Description
Color `color`	Number	—	Color
Minimum Age `min_age`	Number	—	Minimum Age
Maximum Age `max_age`	Number	—	Maximum Age
Minimum Shares `min_shares`	Number	—	Minimum Shares
Share Value `share_value`	Decimal	—	Share Value
Registration Fee `registration_fee`	Decimal	—	Registration Fee
Minimum Savings Balance `min_savings`	Decimal	—	Minimum Savings Balance
Maximum Loan Amount `max_loan_amount`	Decimal	—	Maximum Loan Amount
Requires Guarantor `requires_guarantor`	Yes/No	—	Requires Guarantor
Number of Guarantors `guarantor_count`	Number	—	Number of Guarantors
Guarantor Must Be Member `guarantor_must_be_member`	Yes/No	—	Guarantor Must Be Member
Requires Employment Info `requires_employment`	Yes/No	—	Requires Employment Info
Requires Income Proof `requires_income_proof`	Yes/No	—	Requires Income Proof
Minimum Monthly Income `min_monthly_income`	Decimal	—	Minimum Monthly Income
Required Documents `required_document_type_ids`	Tags	—	Required Documents
Members `member_ids`	List	—	Members
Member Count `member_count`	Number	—	Member Count
Active Members `active_member_count`	Number	—	Active Members
Company `company_id`	Link → res.company	—	Company

Notes & rules

Model mfi.member.category
Classifies members for eligibility/fees
Used in member records and By Category analytics
Master data, admin-maintained

Technical model: mfi.member.category · Record: Member Category