STATE MASTER

State Entry

State Code

State Name

State List

0 Records

#	State Code	State Name	Action
1	2	WEST BENGAL

RELATION MASTER

Relation Manager

Relation

MOTHER

MOTHER FATHER DAUGHTER BROTHER SISTER HUSBAND GRAND FATHER GRAND MOTHER GRAND DAUGHTER NEPHEW NEPHEW-IN-LAW MOTHER-IN-LAW SISTER-IN-LAW SON-IN-LAW DAUGHTER-IN-LAW NEIGHBOURS FRIENDS NO RELATION LEGAL GUARDIAN

BRANCH MASTER

Branch Information Management

Prefix

Branch Name

Branch Code

Address

Manager Name

Phone Number

Opening Date

Branch Codes List

002 : HEAD OFFICE

003 : HOOGHLY

004 : NABAVIHP

005 : BADKULLA

ZONE MASTER

Zone & State Configuration

Zone Code

Zone Name

Under State

Zone Code	State Code	Zone Name
1	1	ROOTKEY
2	1	ROLE/IA
		ROLEA

COMPANY PROFILE

Company Information Management

Company Name

Short Name

About

CIN

PAN

TAN

GSTIN

RANK MASTER

Rank And Designation Management

Rank

Designation

Rank	Designation	Action
1	CLERICAL
2	RECEPTIONIST
3	BACK OFFICE EXECUTIVE
4	FRONT OFFICE EXECUTIVE
5	BRANCH COORDINATOR
6	HO COORDINATOR
7	FIELD OFFICER
8	LOAN OFFICER
9
10
11
12	ASSISTANT BR MANAGER
13	BRANCH MANAGER
14	BRANCH HEAD
15	CLUSTER HEAD

ACCOUNTS CODE SEQUENCE

Code Sequence is an essential part of a system.

You can set sequence for members and accounts for the very first time. After that the sequence will be auto incremental.

	Prefix	Start From	No. Of Digit	Preview Code
	ex. MA, CM	ex. 1	ex. 5 digit (00001)	ex. MA00001
Member Code.
Collector Code.
Personal Loan.
Group Loan.
Product Loan.

GLOBAL CONFIGURATION SETTINGS

System Wide Configuration Parameters

Regd. Fees Configuration

Member

Collector

Like 10/20/50/100/150

Gold Rate Configuration

Gold Rate /1gm

Silver Rate /1gm

TDS Configuration

TDS With PAN

TDS Without PAN

Loan EMI Fine Configuration

EMI Grace Period (Days)

Fine % Per Month

Fine Counting Interval

Opening Balance Date Configuration

Opening Balance Date

Net Owned Fund [NOF]

BIOMETRIC SCANNER

frmFPrint - Fingerprint Capture & Verification System

Device Info

Version: -

Status: Not Initialized

Device: -

Device Controls

Capture

Timeout (ms):

Quality Threshold:

Match

Finger Detection

No finger detected

Fingerprint Preview

No fingerprint captured

Quality Score: 0%

Finger Detail

ISO Data

ANSI Data

User Name

USER MASTER

User Management - Create, Edit & Manage System Users

User Details Information

User ID

Password

User Type

Update Accounts

All Plan Access All Branch Access YES

Delete Accounts

Rank Auto Back Date Re-Print All Rep Branch YES

USER MASTER

User ID	User Type	Login Branch
admin	Administrator	HEAD OFFICE
	MICRO HO MANA.	HEAD OFFICE
	MICRO HO YL LO	HEAD OFFICE
	MICRO HO BDL MANA.	HEAD OFFICE
	MICRO HO NBD LO	HEAD OFFICE
	MICRO HO EXE	HEAD OFFICE
	MICRO HO COOR.	HEAD OFFICE

Log In Branch

HOWRAH

User Type Access

HOWRAH

MICRO BDL MANAGER

MICRO BR COORDINATOR

MICRO BRO HLY

MICRO HLY LO

MICRO HO MANAGER

MICRO HO RECEPTION

MICRO NBD LO

Mobile No

E-Mail ID

AREA SURVEY

Zone Code

Survey Start Date

Zone Name

Village Name

Branch

Area Type

FO Name

FO Code

Pop of Village

Political Situation

Law Order Situation

Distance From Branch (km)

No of Centre Possible

No of MFI Working

Major Operation of People

Conveyance / Road Status

Caste In Percentage

General

OBC

Others

Religion In Percentage

Hindu

Muslim

Sikh

Christian

Others

CENTER MASTER

Center Information

Opening Date

Center Code

Center Name

Under Branch

Zone

Address

Pin code

Phone No

FO Code

Center Head Name

Group Capacity

Center List

BCode	CenterName	PhoneNo	CenterHead	Capacity
C001	CENTER1	5455545	5454544445	5

LEAD GENERATION

Personal Information

Branch Name/Code

Center

Loan Type Applied

Proposed Loan Amount (₹)

Field Officer

Aadhar No

Voter ID No

Name

Guardian Name

Gender

Date of Birth

Age: 0 years

Nominee Name

Nominee Relation

Age

Phone No

Application Date

Request Form No

Residential Address

PIN Code

Permanent Address Same As Residential

Permanent Address

Housing Index

Does Monthly Savings

Has Active Loans

Borrow Money Frequently

Living Type

No of Members in Home

Monthly Income (₹)

Religion

Marital Status

House Stability

Bank Name

Branch Name

Account No

IFSC Code

Loan Purpose

KYC Details

Address Proof

Address Proof Number

ID Proof

ID Proof Number

Address Proof Document

ID Proof Document

Passbook Front Page

Passport Photo

Joint Photo

Nominee KYC Details

ID Proof

Nominee ID Proof Number

Aadhar No.

Nominee ID Proof Document

Nominee Aadhar Document

CGT MANAGEMENT

All

CGT Code	CGT Start Date	Center	FO Code	CGT Duration	Status	Edit	Entry

CGT SETUP

Select Branch

Select Center

Field Officer

CGT Start Date

No of Days for CGT

Description

Select Leads that you want to add in this CGT by checking the Check Box adjacent to the Lead

Select	Lead Code	Lead Name	Phone No	Aadhar No	Loan Type Applied	Applied On	Add Lead

Selected Leads for CGT

Lead Code	Lead Name	Phone No	Aadhar No	Status	Remove

GRT MANAGEMENT

All

GRT SETUP

Select Branch

Select Center

Field Officer

GRT Start Date

No of Days for GRT

Description

Select Leads that you want to add in this GRT by Checking the Check Box adjacent to the Lead

Select	Lead Code	Lead Name	Phone No	Aadhar No	Loan Type Applied	Applied On	Add Lead

Selected Leads for GRT

Lead Code	Lead Name	Phone No	Aadhar No	Status	Remove

Group Master

Loan Preparation

Group Code

Opening Date

Group Branch

ID No.

Center

FO Code

Group Name

Group Head

Phone No.

Address

Include Lead

Lead Details

Lead Code

Name

Member Queue

Member Code	Lead Code	Member Name	Action
No members added yet

Search Group By Name:

Existing Groups

GroupCode	GroupName	DateOfJoin	Collector	Branch	Center
No groups found

MEMBER ENTRY MODULE

Enter Code

MEMBERSHIP CODE

INFORMATION

Date of Joining

Secondary Member Code

Member Name

Father/Husband Name

Address

PIN Code

Email Address

Date of Birth

Age

Nominee Name

Nominee Relation

Blood Group

Phone No

EDUCATION

Occupation

Branch Name/Code

MemberShip Fees

Remarks

Bank Details

A/C No

Bank Name

IFSC

Branch

ID Details

PAN No

Passport No

RationCard No

Aadhar No.

Upload Images

Applicant

Browse

Signature

Browse

Fingureprint

KYC Submitted Document

Id Proof Doc.

Id Proof Doc No.

Addr. Proof Doc.

Addr. Proof Doc No.

Nominee Document

Browse

Company Code

ID Proof Prof. DOC Addr. Proof Bank Doc

Document Approval

Enter Member Code

Member Name

Click on each DOC for zooming.

ID Proof

No Document

Pending

Address proof

No Document

Pending

Photo

No Photo

Pending

Signature

No Signature

Pending

Prof. DOC

No Document

Pending

Bank Doc

No Document

Pending

Document Preview

CREDIT SCORE

Wallet Balance (INR)

4700.00

Cibil Charges (INR)

60.00

Com Code

2381

Generate CIBIL Report

Name *

Mobile Number *

PAN Number *

Date of Birth *

OTP

Terms and Conditions

Phone number must match with the number which was provided at the time of PAN registration.
Date of Birth must be same as document.
Phone number must be 10 digit. No country code is required.
Every request is chargeable.

Last 6 Month Records

Utime	File Name	Action
10/21/2024 19:41:34	PARTHA SARATHI BISWAL [AIUPB0745R]
10/21/2024 13:54:27	MANOJ KUMAR BISWAL [AYLPB9381N]
7/26/2024 17:51:10	KOSURU NAGA SATYANARAYANA [AGYPK10...]
7/26/2024 14:56:27	PENUMALLU REVATHI [AKVPV5597J]
7/6/2024 15:07:22	BISWAJIT KUMAR DAS [AXLPD1825A]

Processing request...

CKYC Generate

Branch

Date

Branch

FL Code

Batch No

UserID

TimeStamp

Select All Pending Select All

	Date of Join	Member Code	Member Name	a. IP Photo	b. Signature	c. Doc	GenOrNot	Selection

Select Output Folder:

Make sure that output folder's name should not contain any space or special characters

Generating CKYC reports...

Member Details & Loan Sections

Enter Member Code

Member Photo & Signature

Member Photo

Signature

Member Information

Member Code :

Member Name :

Father Name :

Date Of Join :

Address :

PIN Code :

Date of Birth :

Nominee Name :

Nominee Relation :

Phone No :

Identity Proof :

Branch Name/Code :

Personal Loan

No. of Recurring Deposits

Loan Amount (₹)

Tenure (Months)

Group Loan

No. of long term deposits

Group Loan Amount (₹)

Tenure (Months)

Sections

Age :

N.Age :

MEMBER DETAILS REPORT

Header

Branch

Date

Member Details Reports

SL NO	Member No	Member Name	DOJ	Age	Father	Address	PIN	PAN	Branch

MEMBER SEARCH

Search By

Type Text Value

	SL NO	M. CODE	M. NAME	GENDER	D.O.J.	M. Type	PAN NO	PHONE NO	NOMINEE	BRANCH	STATUS

Search Using Code

COLLECTOR ENTRY MODULE

ASSOCIATE CODE

Associate Code

MANDATORY INFORMATION

Membership No :

Date of Joining

Application No

Agent Name

Father/Husband Name

Agent Rank

Position

Address

PIN Code :

Date of Birth

AGE :

Nominee Name

Nominee Relation

Nominee Age

Blood Group

Sex

Phone No

Introducer Code

Introducer Name

Introducer Rank

Branch Name/Code

REG AMT :

Status

REMARKS :

ID Details

PAN Card No.

Passport No.

Bank Details

Bank Name

Account No.

Photo

Click to upload photo

Collector List

Rank	Agent Code	Agent Name
No records found

Associate Downline

Associate Code

Rank

Branch

Associate Name

Code	Name	Rank	D.O.J.	Sponsor	Sponsor Name	Branch
Enter Associate Code and click Downline View

AGENT PROMOTION

Agent Code

Rank

Agent Name

Sponsor Code

Rank

Sponsor Name

Service Branch

Rank Promotion

New Sponsor

Rank

Sponsor Name

Remarks

Down Max Result

Agent Code

Agent Name

Upline Min Rank

Agent Code

Agent Name

NEW UPLINE

Rank	Agent Code	Agent Name
No records found

OLD UPLINE

Rank	Agent Code	Agent Name
No records found

To Apply This Changes In Chain Please Click on "Commit And Close" Button

Associate Block / UnBlock

Branch

From Date

To Date

Select All

	SL NO	Agent Code	Agent Name	Rank	DOJ	Phone No	Branch	Status
No records found

COLLECTOR SEARCH

Search By

Type Text Value

	SL NO	M. CODE	M. NAME	RANK	D.O.J.	INT. CODE	INT. NAME	PAN NO	PHONE NO	BRANCH	Status
No records found

Appointment Letter

EMPLOYEE BASIC DETAILS

Employee Code

Date

Employee Name

Employee Address

Designation

EMPLOYEE SALARY DETAILS

Basic Salary

H.R.A.

Conveyance

P.D.A.

Special Allowance

Medical Remb.

Upload Signature / Stamp

Click to upload image

Print Slip

Employee Code	Employee Name	Date
C00001	ARITRA DAS	09/06/2025
C00018	SUDESHA GHOSH	11/11/2025
C00019	SAYANTANI GHOSH	11/11/2025
C00020	SHOVANIKA DEY	11/11/2025
C00021	SAYANTAN HALDER	17/11/2025

ANU MICRO SELFHELP ASSOCIATION - [Loan Tables]

Loan Scheme Details

Loan Code:

Loan Name:

Loan Mode

Min Amount Rs.

Max Amount Rs.

Min Term

Max Term

Min ROI (%)

Max ROI (%)

Service Charge (%)

Loan Type:

Min Age

Max Age

GST (%)

Processing Fees %

Scheme Deduction:

Legal Amt. %

Insurance Amt. %

Late fine (Deductions are optional):

Grace Period (Days)

Fine Interest [Per Inst %]

EMI Type:

Select Loan Type:

Table Tabs

LoanTable No	LoanName	MinAmount	MaxAmount	LoanType	MinTerm	MaxTerm	Mode	ROI	ProcessingFees	Stax

Code Sequence

Prefix

Start From

No. Of Digit

Last No.

Preview Code

Type Of Security

PRODUCT MASTER

Vendor Code:

Vendor Name:

Vendor Address:

Vendor Mobile No:

Vendor Email:

GST Number:

Account No:

Bank Name:

IFSC Code:

Code	Name

LOAN ENTRY - MEMBER

Search Details

Applicant Name:

Loan ID:

Form Member

Processing Fee:

GST Amt.

Legal Amt.

Date:

Head Office - 001

Insurance Amt.

Previous Loan

Loan Amount that already taken

Personal Info

Holder's DOB:

Loan Holder's Age:

Relation:

Address:

Pin Code:

Scheme Details

Loan Name:

Loan Term:

Loan Amount:

Interest Type:

Cheque Date:

Cheque No:

Bank/Branch:

Guaranter Cheque Details

Guarantee Date:

Cheque Date:

Cheque No:

Bank/Branch:

Primary Security

No file chosen

Secondary Security

No file chosen

LOAN ENTRY - GROUP CASH LOAN

Group Info

Group ID

Group Head

F/O Code

Loan Date

GRT Close Date

Phone No

Address

Group Name

Branch

State

Product Name

Interest Type

Loan Term

Loan Amount

ROI

Mode

Membership Fees And Other Deductions

Processing Fees%

Legal Amount%

GST%

Insurance Amount%

Member Details

Member Code	MemberName	Loan Amount	EMI	Processing Fees	GST	Legal Ant	Amount	LoanID	IsOK
Select a group to view members

Loan Search

Search by LoanID / Member Name

Search by Loan Requisition date

Serial No	Loan Id	Requisition Date	Member ID	Member Name	Loan Scheme	Loan Amount	EMI	Approval Date	Status	Pay
No records found

Status:

Branch:

LOAN PAYMENT - GROUP

Group Info

Member ID:

Group Name:

FO Name:

Branch:

State:

PIN:

Address:

Phone No:

Loan Info

Product Name:

Interest Type:

Loan Term:

Loan Amount:

ROI

EMI:

Processing Fees:

Legal Amount:

GST:

Insurance Amount:

Center

SELECT

Member Details

Member Code	MemberName	Loan Amount	EMI	Processing Fees	GST	Legal Ant	Amount	LoanID	IoK
Select a group to view members

Payment Options

Installment Start Date and Time

Payment Scheduler

Group Collection Scheduler

Group Code:

Group Name:

Branch Code

Center Code

Branch Name:

Center Name:

Collector:

Loan Mode:

Collection Start From:

Day of Week:

Loan Term:

Loan paid on this Group on

MemberCode	MemberName	LoanID	LoanAmount	PayDate	Term	EMI
Select a group to view members

ANJU MICRO SELFHELP ASSOCIATION - [Loan Entry - Member]

LOAN ENTRY - MEMBER

Search Details

Applicant Name

Loan ID

Member ID

Branch

Form No

Date

Loan Amount

Deductions

Processing Fee.

GST Amt.

Legal Amt.

Insurance Amt.

1st Guarantor

Member No.

Guarantor Name

Guardian Name

Address

Phone No

PAN No.

Aadhar No.

Relation

2nd Guarantor

Member No.

Guarantor Name

Guardian Name

Address

Phone No

PAN No.

Aadhar No.

Relation

3rd Guarantor

Member No.

Guarantor Name

Guardian Name

Address

Phone No

PAN No.

Aadhar No.

Relation

Previous Loan

Personal Info

Holder's DOB

Loan Holder's Age

Guardian Name

Phone No

Address

Pin Code

Relation

Member Cheque Details

Cheque Date

Cheque No

Bank/Branch

Guarantor Cheque Details

Cheque Date

Cheque No

Bank/Branch

Scheme Details

Product Name

Item Name

Down Payment

Available Stock

Loan Term

Mode

ROI + EMI

Interest Type

S.Tax

Vendor Name

Collector Code

Purpose

Primary Security

No file chosen

Collection Sheet Print

Collector Code

Group ID

Loan Re-Payment-Single

Enter Loan ID

Loan Details

Loan ID:

Form No

Member ID:

Date

Holder Name:

Phone No:

Holders Age:

Term:

Loan Name:

Loan Amount:

Mode:

ROI:

Processing Fee:

GST:

Insurance Amount:

EMI Amount:

Account No:

Cheque Date:

Bank Name:

Cheque No:

Loan Against Deposit (Policy):

Payment By:

Bank A/C:

PAID EMIs

EMI No	Due Date	Pay Date	Amount	Late Fine
No paid EMIs found

LOAN PAYMENT

Amount Details

Total Payable Rs.:

Total Paid:

Due Amount:

Advance Amt:

Payment Number:

Payment Amount:

Total Amount:

Date:

Payment Details

Deposit Branch

Payment By:

Cheque Date:

Cheque No:

Bank Name:

Savings Ac:

Receipted A/C:

Payment Remarks:

Penalty Deduct:

Penalty Charges:

Pay Due LateFine

Due Late Fine:

CASH

NEW EMI

EMI No	Due Date	Pay Date	Amount	Late Fine	Action
No new EMI entries

ADVANCE EMIs

REPAYMENT SETTINGS

Repayment Date:

Select Group:

Group Loan ID:

LoanID	MemberID	ApplicantName	PayNo	EMNo	EMI	TotalPaid	PrevAdvance	CollectionAmount	TotalAmount	NoOFEMI	NewAdvance
Select Group and click LOAD to view data

Payment Date:

Total Projection Amount:

Total Collection Amount:

Search Loan

Enter Loan ID

Loan ID

Form No

Member ID

Date

Holder Name

Phone No

Holder's Age

Loan Product Information

Product

Term

Loan Amount

Mode

ROI

Membership

Processing Fees

Service Tax

Insurance Amount

EMI Amount

Transfer To SB Account

Account No

Loan Against Deposit (Policy)

Payment By

Cheque No

Cheque Date

Bank A/C

Bank Name

Principal Info

Loan Principal

Paid Principal

Due Principal

Payable Principal

Payable Interest

Payment Date

Branch Name

CASH

Cheque No

Cheque Bank

Remarks

LOAN PRE CLOSER

Loan Interest

Paid Interest

Due Interest

Waiver Interest

Settlement Charge

Total Amount

Payable Principal

Payment Date

Remarks

EMI Payment Schedule

Loan ID	Pay No	Pay Date	Principal	Interest	Amount	Branch	PayBy
Search loan to view EMI schedule

LOAN DOCUMENT PRINT

Loan No. : ARCHANA CHATTOPADHYAY - PL000001

Loan ID

Applicant Name

Member Code

Loan Name

Term

Loan Amount

ROI

EMI

Interest Type

Loan Agreement Application Form Term

Scheme Details Loan Payment Schedule Term And Condition

Payment Due Notice

Loan Calculator

Loan Amount

Rate of Interest per annum

No of Installments

Loan Date

Loan Mode

Loan Interest Type

Interest Amount

Total Repayment Amount

EMI

LOAN DOCUMENT

LOAN ID

NOC Certificate

Loan Should be Closed before printing of NOC Certificate

LOAN EMI DAYWISE REPORT

Branch

Week Day

Date

LOAN SEARCH

SL No	Loan ID	Member Name	Member Code	EMI Amount	Due Date	Status	Branch
Click Show to view report

LOAN PAYMENT

Enter Loan ID

Loan Details information

Member ID

Loan ID

Holder Name

Phone No

Product

Loan Amount

Membership

Service Tax

EMI Amount

Account No

Loan Against Deposit (Policy)

Payment By

Cheque Date

Bank Name

Total Payable Rs.

Payment Number

Payment Amount

Transfer To SB Account

Total Paid

Due Amount

Date

Cash

Cheque No

From A/C

Payment By

Bank Name

Payment Remarks

1001

Payment Schedule

Pay No	Amount	Date	Branch	Pay Mode	Cheque No	Account No	Pay User	Remarks
No payment records found