Branch Types

Branch Types classifies outlets into categories -- such as head office, full branch, sub-branch, agency or mobile unit -- each carrying default behaviours and limits. Typing branches lets the institution apply consistent rules and reporting groupings by outlet class. Admins set these up before creating branches.

Workflow

Open MFI > Configuration > Branch Configuration > Branch Types
Click New and name the branch type
Set any default limits or behaviours for the type
Save the type for use when creating branches
Assign the type on each branch record

Fields reference

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

Field	Type	Required	Description
Hierarchy Level `hierarchy_level`	Number	—	1 = Head Office, 2 = Regional, 3 = Branch, 4 = Sub-branch, etc.
Max Approval Amount `max_approval_amount`	Decimal	—	Maximum loan amount this branch type can approve
Type Name `name`	Text	Yes	Type Name
Code `code`	Text	Yes	Code
Sequence `sequence`	Number	—	Sequence
Active `active`	Yes/No	—	Active
Description `description`	Long text	—	Description
Can Disburse Loans `can_disburse_loans`	Yes/No	—	Can Disburse Loans
Can Accept Deposits `can_accept_deposits`	Yes/No	—	Can Accept Deposits
Can Open Accounts `can_open_accounts`	Yes/No	—	Can Open Accounts
Can Approve Loans `can_approve_loans`	Yes/No	—	Can Approve Loans
Branch Count `branch_count`	Number	—	Branch Count
Company `company_id`	Link → res.company	—	Company

Notes & rules

Model mfi.branch.type -- branch classification
Key fields: type name, defaults, limits
Related: All Branches, Zones/Regions
Used by operations admins

Technical model: mfi.branch.type · Record: Branch Type