Initial Configuration
- Settings → Bank Profile: institution name, licence number, address
- Settings → Currency: base currency and exchange rates
- Settings → Interest Rates: savings and loan product rates
- Settings → Branches: add all branches with address and manager
Product Setup
Products → Account Products: Current Account, Savings, Fixed Deposit. Set minimum balance, interest, charges.
Products → Loan Products: loan types with rate, schedule, fees.
User Roles
- System Admin — full access
- Branch Manager — branch-level
- Teller — deposits, withdrawals, transfers
- Loan Officer — origination, disbursements
- Auditor — read-only reports