Products

Products mix

Loan products that cannot be active together on the same client or group.

Open Products → Products mix (or press Ctrl+K and type "product mix"). You need READ_PRODUCTMIX. Create, update, and delete need the matching *_PRODUCTMIX permission. Listing also uses GET /loanproducts, which needs READ_LOANPRODUCT.

This is Fineract GET /loanproducts?associations=productMixes, GET /loanproducts/template?isProductMixTemplate=true, and GET/POST/PUT/DELETE /loanproducts/{id}/productmix.

This is not the loan product catalog. A mix only records which other loan products Fineract will not let coexist with this one. When an officer opens a loan, LoanApplicationValidator refuses the application if the client or group already has an active loan on a restricted product.

What you can do

  • Browse mixes by loan product name and the restricted products. Export CSV or Excel.
  • New mix opens a docked sidebar. The product picker membership comes from GET /loanproducts/template?isProductMixTemplate=true productOptions (R8) — products that do not already have a mix. After you pick a product, restricted-product membership comes from GET /loanproducts/{id}/productmix?template=true (allowedProducts plus restrictedProducts). The product itself is omitted. Create requires at least one restricted product (@NotEmpty).
  • Click a row to change the restricted set. The product cannot change. Update still requires at least one restricted product — use Delete to drop the mix.
  • Delete removes every restriction for that product.

There is no enum *Options list on this resource. Product membership is the template arrays above.

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