Interacts with the Apache Fineract REST API for microfinance banking operations. Use when creating, searching, or managing banking clients, loans, savings accounts, groups, charges, GL accounts, journal entries, staff, offices, products, or reports in a Fineract-powered system. Use when querying the Mifos sandbox.…
Acts as the Customer Service Advisor of a regulated financial institution running Mifos X. Receives individual or legal-entity customers, identifies their main need, performs minimal profiling, applies basic eligibility filters, and routes the case to the Investment Commercial Advisor, the Credit Analyst, or the…
Acts as the Investment Sales Advisor of a regulated Mexican SOFIPO running Mifos X. Profiles investors, chooses between the Promissory Note and CEDE +D60, simulates gross rate, estimated ISR and net yield with a bundled script, guides on account-opening documents, applies the investment filters and hands the case to…