To access this sub module click on: Registry Management =>> Navigate =>> Setup =>> Membership Classes
The following window will open up :
All the available classes in the system are displayed on the screen.
Creating a membership class:
Click on the add button to open the following screen :
On the above screen :
Define an appropriate Name, Member # Prefix, Initial Member Number, Member Number Padding, KYC Score Threshold, Choose the Customer Type from the drop down list, Define the appropriate Retirement Age, Look up the Principal Investment Product, Select Initial statement Date.
Under the Details area in the Membership classes, there are 6 tabs Namely;
Mandatory Charges, Investment Products, Savings Products, Alternate channels and Flags
By default the Mandatory Charges tab is normally open.
Under the Mandatory Charges tab select Mandatory charges that a member must have for the associated Membership Class, if none then leave the charges unchecked and proceed to the next tab.
Under the Investment Products tab, Select mandatory investment product a member must have for the associated membership class. If none leave the products unchecked.
Under the Savings Products tab, Select mandatory savings product a member must have for the associated membership class
Under the Alternate channels tab, Using the search feature, pick a Savings product that will be associated with the membership class being created, proceed and chose the Alternate channel type in the drop down list, proceed and define the validity period (in days) of that particular channel you are creating for that membership class, finally proceed to define a daily limit.
Once you are done, click on add to populate a record of the alternate channel you just created as below
Under the Flags tab, the following screen is displayed.
Bypass Iprs KYC Validations? Check this to bypass government validations on intellectual property
Fetch Statement Journal Entries? Check this to list Journal Entries statement.
Close savings accounts on membership termination notification?
Bypass Mpesa KYC Validations? Check this to bypass Know Your Customer Validation procedures on Mpesa transactions
Enforce membership text alerts? check this to enforce membership text alerts
Exclude Cleared Loans from Accounts Listings? Check to exclude Loans.
override member number formatting? check this to override member number formatting
Enforce Retirement Age? check this to enforce retirement Age
Charge for Printing? check this for class members to get charged for printing
Require product selection? check to enforce require product selection
Recover SMS tarrifs from principal savings product? check to recover SMS tarrifs from principal savings product
Tally statement entries? check this to calculate total debit and credit statement
Evaluate membership status for interest capitalization? Check to evaluate membership status for interest capitalization
validate biometric specimen? check to validate biometric specimen
Is Locked? check this to render class non operational
Use the flags shown
To enforce automatic lock of this channel once a members account under the membership being created is terminated
To enforce automatic activation of this channel once a member's account is created under the membership being created
To effect charges on the alternate channel check the flag below
To delete/remove an alternate channel, right click on the said record to select it, then click remove to discard the record.
You can add as many alternate channels as the system can provide but complying to the policy of the company.
On successful completion you will get a pop up message confirming that the operation was successful.
Editing a Membership Class:
Identify the zone to be edited :
Right click on the entry to see the edit button as shown below:
View icon click to view the entry detail and view audit log to view the audit log of the entry
Click on the edit icon against the membership class in the list to open the following window:
Make the necessary changes to the various fields and click update to commit changes into the system
On successful completion you will get a pop up message confirming that the operation was successful.