4.69.8 - Insurance Improvements and Call Support Functionality

2023-04-30

We have completed the development in Mobiloan to:

  1. Have both a credit life and funeral life policy linked to a single loan. Previously you could only have either one of the two.

  2. Apply logic to filter our voluntary insurance if the loan capital is not within the defined amount or the client age is outside the defined age limits. Calculate and store both sperate and combined premium values in the database.

  3. Produce a separate or combined PDF insurance agreement, depending on what the user selected.

The last thing which remains is producing an automated month-end insurance CSV for reconciliation purposes as per the template supplied by Dino. This development will however not preclude going live or the launch date as it does not effect the loan origination workflow.

We have integrated with Aspis to include an additional insurance policy.

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