[Mifos-users] Specify status when listing loans

[Kigred Developer]

Hello Devs,

Is there a way to specify status when listing loans. I need to query loans of different status for example status='Pending Approval'. I am aware that I can run a report and get these lists but that alternative cannot fit what I am looking for since it requires user input/actions.

I can see one can specify sqlSearch argument, this is probably what I would use but I have not been successful with it so far. Can some help with an example?

Regards.

[Bharath Gowda]

Hi Kigred,

Stretchy reports can be created on your instance, use the below user manual which will help you in creating one.

https://docs.mifos.org/user-manual/for-all-users/reports/custom-reports

For example, I have created a sample report named 'loan listing' on the demo instance, you could check it out as a reference as well

Please note I have used a few columns as an example, you can modify the query further as per your needs.

to modify the report go to admin->system->manage reports

URL:demo.mifos.io

username: mifos

password: password

report name: loan listing

sample screenshot of the same

Regards,

Bharath

Lead Implementation Analyst | Mifos Initiative

Skype: live:cbharath4| Mobile: +91.7019635592

http://mifos.org  

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[JOSE ALBERTO HERNANDEZ MALDONADO]

Hello!

Yes there is a query parameter to filter Loans the sqlSearch

/fineract-provider/api/v1/loans?limit=1000&sqlSearch=l.loan_status_id+in+(100)

or if you need more than one Loan status

/fineract-provider/api/v1/loans?limit=1000&sqlSearch=l.loan_status_id+in+(100,200)

The status code are:
100: Submitted and Pending Approval,
200: Approved,

300: Active (Disbursed)

301: Overdue

302: Overdue NPA

400: Withdrawn by Client

500: Rejected

600: Closed Obligations Meet

700: Closed Overpaid

Thanks

Alberto

[Kigred Developer]

Thanks Alberto. This is definitely what I am looking for.

Regards

Wilfred

[jubha mayala]

Hi all!

I am also looking to add parameters on this loan listing, and these parameters are Gender and age, how can this be added?

Your support is so much appreciated.

Regards,

Jubha

[Ankit Muellner]

Jubha can list any data pointer with a data table approach + drop down with Code values. See Mifos user manual. 

https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/system/manage-codes

An ethical approach might be to reject parameters like Gender as a credit access pointer in an open source globally compliant system. 

World is changing. 

Hope u can consider this blog! 

https://uxdesign.cc/designing-forms-for-gender-diversity-and-inclusion-d8194cf1f51

If you r still curious about listing Gender as a data pointer, then perhaps ensure that your organisation has a grievance redressal structure and a DPO mandate, such that this listed data pointer is warranted to not be processed for credit assessment, & is only being collected to establish unique ID in the system. Now a tenant cannot always ensure this, cause of public policy gaps in different jurisdictions.

Please read this working paper too. 

https://www.ecb.europa.eu/pub/pdf/scpwps/ecbwp1822.en.pdf

https://idbinvest.org/en/blog/gender/uncovering-hidden-cost-gender-biases-lending-women

In absence of a strong DPO, we should try to contain the interpersonal corporeal and sentient bias at a global standard of awareness with epistemic justice to this open source product, nothing like it. 

For this, we should ensure that science based standards on data collection by setting up a Global Configurations standard for Gender.  

See this 

https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/system/global-configuration

Thanks for your consideration. Have a great week ahead! 

--

Ankit
Managing Partner
Muellners Inc

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