Bulk Operations

Bulk Operations is the wizard for applying a change across many records at once -- such as recalculating interest, updating a fee, reassigning an officer's portfolio or messaging a member segment. It saves admins from editing records one by one for institution-wide changes. Because it is high-impact, it runs against a defined action and records its history.

Workflow

Open MFI > Configuration > Tools > Bulk Operations
Select the bulk action definition to run
Choose the target records via filters or selection
Preview the scope and confirm the change
Run the operation and review it in Bulk Operations History

Fields reference

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

Field	Type	Required	Description
Model `model_name`	Text	Yes	Model
Record IDs (JSON or CSV) `record_ids`	Text	Yes	Record IDs (JSON or CSV)
Action `action_type`	Choice: Approve Loans, Close Loans, Reject Loans, Reschedule Loans, Write-off Loans, Approve Members, Blacklist Members, Exit / Close Members	Yes	Action
Reason / Notes `reason`	Long text	Yes	Reason / Notes
Record Count `record_count`	Number	—	Record Count
Notify Affected Parties `notify_affected`	Yes/No	—	Notify Affected Parties
Supervisor Override `supervisor_override_id`	Link → res.users	—	Supervisor Override
Needs Supervisor `needs_supervisor`	Yes/No	—	Needs Supervisor

Actions & buttons

Buttons available on this screen and what they do:

Execute

Notes & rules

Wizard model mfi.bulk.action.wizard
Acts on records per a chosen action definition
Related: Bulk Operations History, Bulk Action Definitions
Used by administrators

Technical model: mfi.bulk.action.wizard · Record: MFI Bulk Action Wizard