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Books & loan records
Collections are based on lipa_transactions (all borrower inbound payments). Use ingested_at for the collections date range.
Edits to borrowers and loans are audited. Enter a reason on every change.
Portfolio at risk (PAR)
Balance-weighted: loans with an unpaid installment past due by ≥N days contribute full outstanding_amount to PARn. Denominator = all loans with outstanding > 0.
Borrowers with at least one loan where cash disbursement was confirmed (principal sent on the books). Applicants who have not been sent funds do not appear here.
| Borrower ID | Name | Phone | Region |
|---|
Customer
| Loan ID | Borrower | Outstanding | Next due |
|---|
Loan
outstanding_amount too.
Adjust outstanding
Adjust principal
Adjust total repayment
Installments
| # | Due | Amount | Status | Adjust |
|---|
| Loan ID | Borrower | Principal | Created |
|---|
| When | Amount | Ref | Phone | Claimed loan |
|---|
Collections (Lipa, by ingested date)
AR aging (pending + overdue invoices)
PAR (detail)
Same KPI as Home; JSON includes definitions.
Expected vs actual (schedule vs Lipa)
Expected = installments with due_date in range. Actual = Lipa rows with ingested_at in range (by claimed loan).
Disbursement register
Upcoming installments (maturity window)
Pending/overdue installments with due date within N days from now.
Borrower data purge
This permanently deletes a borrower’s details and related records. This action is irreversible.
| Name | Phone | National ID | Borrower ID | Region |
|---|
Selected borrower
Unmatched Lipa
| Ingested | Amt | Ref | Phone |
|---|
Pending payment references
| Submitted | Ref | Loan | Borrower |
|---|
| When | Actor | Entity | Action | Reason |
|---|