Organization

Entity data-table checks

Require an extra-data table when a client, group, loan, or savings account reaches a status.

Open Entity data-table checks in Organization (or press Ctrl+K and type "entity data table checks"). You need READ_ENTITY_DATATABLE_CHECK to open the list, CREATE_ENTITY_DATATABLE_CHECK to add a check, and DELETE_ENTITY_DATATABLE_CHECK to remove one.

This is Fineract GET /entityDatatableChecks, GET /entityDatatableChecks/template, POST /entityDatatableChecks, and DELETE /entityDatatableChecks/{id}. There is no update API — change a rule by deleting it and creating another.

This is not System → Manage data tables, which defines extra-data tables. This screen only says when a registered table must be filled.

What you can do

  • Browse checks by entity, status, table, and optional product. Filter and export CSV or Excel.
  • New check opens a docked sidebar. Entity membership is GET /entityDatatableChecks/template entities (R8). Statuses come from the matching template list (statusClient, statusGroup, statusLoans, statusSavings). Tables are the registered extra-data tables for that entity. Loan and savings can optionally limit the rule to one product; Fineract treats productId as optional.
  • Entities the template lists without check statuses (office, products, and others) stay in the picker. Fineract cannot persist a check for them — Bankayo leaves status empty instead of inventing one.
  • Delete removes the rule only. The extra-data table stays registered.

Bankayo labels known entity keys (m_client, m_loan, …) and status names (CREATE, DISBURSE, …). Unknown ids use the Fineract value.

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