For the complete documentation index, see llms.txt. This page is also available as Markdown.
Batch Loan Termination
The Batch Loan Termination page allows you to close multiple loan accounts at once by uploading a pre-formatted spreadsheet file. This is used when you need to terminate a large number of loans simultaneously; for example, at the end of a loan cycle or during a portfolio restructure. This guide will walk you through the batch loan termination process.
Accessing Batch Loan Termination
Log into the application using your credentials.
From the dashboard, navigate to Data Upload in the side menu.
Expand Data Upload and Select Batch Loan Termination from the dropdown list
Terminating Loans in Bulk
Click Download Loan Termination Format to download the pre-formatted spreadsheet template
Populate the template with your loan data and save the file in .xlsx, .xls, or .csv format
Click Browse or drag and drop the completed file into the upload area
Click Terminate Batch Loans; a confirmation modal will appear asking: "Are you sure you want to Terminate this Loans?"
Click confirm to proceed
📌Ensure the file is not empty before submitting. The system will display a "File is empty" error if no data is detected in the uploaded file. Each loan account in the file must be active, and a termination reason code and settlement account must be specified.
