Instructions

• Upload an Excel (.xls, .xlsx) or CSV file with loan requests
• File must have a header row with these columns (case-insensitive):
• MemberId (required) - Member ID
• LoanCode (required) - Loan product code (e.g., GOLD_LOAN)
• Amount (required) - Loan amount
• InterestRate (optional) - Overrides product default
• Duration or Tenor (optional) - Overrides product default (months)
• Missing optional fields will use the loan product's default values
• Each row creates a loan request with status "Pending" for approval workflow
• Target Month/Year - All loans will use this as their request date (defaults to current month)