Assigned to Me

Shows the complaints currently assigned to the logged-in officer, so each handler sees only their own active caseload. It is the personal work queue for resolving grievances, updating status and recording the outcome before the SLA expires.

Assigned to Me
Assigned to Me — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Complaints then Assigned to Me
  2. Pick a case and review the member's issue and history
  3. Investigate and record actions taken in the case log
  4. Update the status as you progress toward resolution
  5. Mark the complaint resolved and capture the resolution outcome

Fields reference

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

FieldTypeRequiredDescription
Subject
name
TextYesSubject
Member
member_id
Link → mfi.memberYesMember
Category
category
Choice: Service Quality, Fees / Charges, Account Issue, Loan Issue, Staff Conduct, Discrimination, Fraud / Suspicious Activity, OtherYesCategory
Severity
severity
Choice: Low, Medium, High, CriticalYesSeverity
Description
description
Rich textYesDescription
Reported On
reported_date
Date & timeYesReported On
Reported By
reported_by
Choice: Member (Self), Branch Officer, Call Centre, Social Media, Regulator ReferralYesReported By
Status
state
Choice: New, Assigned, Investigating, Resolved, Escalated, Closed, ReopenedYesStatus
Has Message
has_message
Yes/No—Has Message
Reference
reference
Text—Reference
Member No
member_no
Text—Member No
Branch
branch_id
Link → mfi.branch—Branch
Company
company_id
Link → res.company—Company
Supporting Documents
attachment_ids
Tags—Supporting Documents
Contact Channel
contact_channel
Choice: In Person, Phone, Email, SMS, WhatsApp, Social Media, Member Portal, Letter—Contact Channel
Assigned To
assigned_to_id
Link → res.users—Assigned To
Assigned On
assigned_date
Date & time—Assigned On
Resolution
resolution
Long text—Resolution
Resolved On
resolved_date
Date & time—Resolved On
Resolved By
resolved_by_id
Link → res.users—Resolved By
Closed On
closed_date
Date & time—Closed On
SLA Due
sla_due_date
Date & time—SLA Due
SLA (hours)
sla_hours
Number—SLA (hours)
Overdue
overdue
Yes/No—Overdue
SLA Breach Notified
breached_notified
Yes/No—SLA Breach Notified
Satisfaction
satisfaction_rating
Choice: 1 - Very Dissatisfied, 2 - Dissatisfied, 3 - Neutral, 4 - Satisfied, 5 - Very Satisfied—Satisfaction
Satisfaction Comment
satisfaction_comment
Long text—Satisfaction Comment
Rating Submitted
satisfaction_date
Date & time—Rating Submitted
Escalated to Regulator
escalation_to_regulator
Yes/No—Escalated to Regulator
Regulator
regulator_body
Choice: Central Bank of Kenya (CBK), SASRA, Financial Reporting Centre (FRC), Other—Regulator
Regulator Reference
regulator_ref
Text—Regulator Reference
Escalation Date
regulator_date
Date & time—Escalation Date

Actions & buttons

Buttons available on this screen and what they do:

  • Assign to Me
  • Start Investigating
  • Mark Resolved
  • Close
  • Escalate to Regulator
  • Reopen

Status lifecycle

Records on this screen move through these statuses:

New → Assigned → Investigating → Resolved → Escalated → Closed → Reopened

Notes & rules

  • Model mfi.member.complaint filtered to current user
  • Personal caseload / work queue
  • Status drives SLA and escalation
  • Resolution feeds consumer-protection reporting

Technical model: mfi.member.complaint · Record: Member Complaint / Grievance

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