New Transfer

A guided wizard (mfi.pesalink.transfer.wizard) for sending a single PesaLink interbank transfer to another bank account. It validates the destination bank, beneficiary account and amount, then builds the ISO 20022 payment instruction for submission. The wizard is the safe, validated front door to outbound PesaLink payments.

Workflow

Open New Transfer under the PesaLink menu.
Select the destination bank and enter the beneficiary account number.
Capture the amount, currency and a payment narrative.
Confirm the resolved beneficiary name returned by the rail.
Submit to create a tracked mfi.pesalink.transaction record.

Fields reference

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

Field	Type	Required	Description
Provider `provider_id`	Link → mfi.pesalink.provider	Yes	Provider
Member `member_id`	Link → mfi.member	Yes	Member
Source Savings Account `savings_account_id`	Link → mfi.savings.account	Yes	Source Savings Account
Recipient Name `counterparty_name`	Text	Yes	Recipient Name
Recipient Account `counterparty_account`	Text	Yes	Recipient Account
Amount `amount`	Money	Yes	Amount
Recipient Bank Code (3-digit) `counterparty_bank_code`	Text	—	Recipient Bank Code (3-digit)
Recipient Bank Name `counterparty_bank_name`	Text	—	Recipient Bank Name
Recipient Bank BIC `counterparty_bank_bic`	Text	—	Recipient Bank BIC
Currency `currency_id`	Link → res.currency	—	Currency
Remittance Info `remittance_info`	Text	—	Remittance Info
Purpose Code `purpose_code`	Text	—	Purpose Code

Actions & buttons

Buttons available on this screen and what they do:

Initiate Transfer

Notes & rules

Builds an ISO 20022 pacs message for the interbank network.
Beneficiary-name resolution guards against misdirected funds.
Each submission produces a traceable transaction with a provider reference.
Amount limits are enforced per the active provider configuration.

Technical model: mfi.pesalink.transfer.wizard · Record: Pesalink Transfer Wizard