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Documentation Index

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The Atención al Clientes (Customer Service) role is the primary operational role for processing day-to-day banking transactions on behalf of clients. Unlike Management and Presidency, who evaluate and approve credits, Customer Service staff are the hands-on actors who initiate credits, open accounts, collect payments, and process all financial movements within the platform.

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Dashboard

The Customer Service dashboard is served at ?cashmanhagestion=inicioatencionclientes and is restricted to users whose id_rol equals 4. Because all metrics on this dashboard are scoped to the individual employee, the controller uses the employee’s unique code ($_SESSION['usuario_unico']) as a filter for every query. On load, the controller calls five data sources in parallel:
  • MostrarListadoNotificacionesRecortadaRecibidasUsuarios() — notification badge for the logged-in employee
  • ConsultarListadoUltimasTrasacciones_PortalAtencionClientes($CodigoUsuarios) — the employee’s own last processed transactions (filtered by their unique employee code)
  • Consulta_ContadorTransaccionesProcesadas_AtencionClientes($CodigoUsuarios) — total transaction count processed by this employee
  • Consulta_ContadorSolicitudesCreditosProcesadas_AtencionClientes($CodigoUsuarios) — total credit applications submitted by this employee
  • Consulta_TotalIngresosTransaccionesCreditosProcesadas_AtencionClientes($CodigoUsuarios) — total monetary income processed by this employee

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Employee Performance Metrics

These metrics are unique to the Customer Service role and are not available on any other portal dashboard:
MetricModel MethodStored Procedure
Transactions processedConsulta_ContadorTransaccionesProcesadas_AtencionClientes()ContadorTransaccionesProcesadas_EmpleadosAtencionClientes
Credit requests handledConsulta_ContadorSolicitudesCreditosProcesadas_AtencionClientes()ConsultaSolicitudesCreditosProcesadas_EmpleadosAtencionClientes
Total income processedConsulta_TotalIngresosTransaccionesCreditosProcesadas_AtencionClientes()ConsultaTotalIngresosTransaccionesCreditos_EmpleadosAtencion
The stored procedures return results filtered by the employee’s unique code, ensuring each staff member sees only their own activity.

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Core Operational Capabilities

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Credit Application Submission

Customer Service staff initiate new credit requests on behalf of eligible clients. These are submitted into the review queue that Management then evaluates at the first-level step.
  • Route: credit assignment and client selection views under consulta-general-usuarios-asignacion-creditos-atencion-clientes.php

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Savings Account Operations

1

Open a New Account

Register a new savings account for a client using registro-nuevos-cuentas-ahorros-clientes-atencion-al-cliente.php.Route: ?cashmanhagestion=registro-nuevas-cuentas-ahorro-atencion-clientes
2

Process a Deposit

Credit funds to a client’s savings account via registro-depositos-cuentas-ahorros-clientes-atencion-al-cliente.php.
3

Process a Withdrawal

Debit funds from a client’s savings account via registro-retiros-cuentas-ahorros-clientes-atencion-al-cliente.php.
4

Initiate a Transfer

Start an inter-account transfer on behalf of a client using registro-transferencia-otras-cuentas-atencion-al-cliente.php, then confirm it after validating the security code in validacion-datos-transferencias-cuentas-clientes-portal-atencion-al-cliente.php.

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Transaction Processing (Orden de Pago)

Customer Service staff process monthly installment payments through the Orden de Pago workflow:
  • Queue view: gestionador-cuotas-contratos-creditos-atencion-al-cliente.php — lists contracts pending payment collection
  • Payment order: orden-pagos-cuotas-creditos-clientes-atencion-al-cliente.php — records the actual payment and issues the transaction receipt

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Client Profile Access

Full client profile data is available to Customer Service staff to support credit evaluation and account management:
  • Complete user profiles: consulta-completa-usuarios-clientes-atencion-al-cliente.php
  • Active credit account statement for a specific client: estado-cuenta-nuevos-creditos-clientes-atencion-al-cliente.php
  • Active credit details: consulta-especifica-solicitud-credito-aprobada-en-curso-clientes-atencion-clientes.php

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Additional Views

View filePurpose
consulta-clientes-creditos-activos-en-curso-atencion-al-cliente.phpList all active credits
consulta-clientes-creditos-cancelados-atencion-al-cliente.phpList all cancelled credits
consulta-cuotas-creditos-sistema-pagos-cashmanha-atencion-al-cliente.phpView all installment records
consulta-general-cuentas-ahorros-registradas-atencion-al-cliente.phpAll savings accounts
consulta-general-mis-transacciones-clientes-procesadas-atencion-al-cliente.phpEmployee’s own transactions
consulta-especifica-listado-transacciones-cuentas-clientes-atencion-al-cliente.phpPer-client transaction drill-down
mensajeria-usuarios-cashmanha-atencion-al-cliente.phpInternal messaging inbox
notificaciones-recibidas-usuarios-atencion-al-cliente.phpReceived notifications
registro-reportes-fallos-plataforma-usuarios-atencion-al-cliente.phpSubmit platform fault reports
gestionar-solicitudes-reestructuracion-creditos-atencion-clientes.phpManage restructuring requests

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Restrictions

Customer Service staff cannot approve or deny credit applications — that authority belongs exclusively to Management (first review) and Presidency (final approval). They also cannot register users, create or modify roles, manage credit products, or view other employees’ transaction histories. The dashboard metrics are always scoped to the logged-in employee’s unique code.
The usuario_empleado field on the creditos table stores the unique code (codigousuario) of the Customer Service employee who submitted each credit application. This enables per-employee tracking of credit submissions and is the key used by ConsultaSolicitudesCreditosProcesadas_EmpleadosAtencionClientes to calculate the credit request count shown on the dashboard.

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Key Routes

RoutePurpose
?cashmanhagestion=inicioatencionclientesCustomer Service dashboard
?cashmanhagestion=perfilatencionclientesEmployee profile
?cashmanhagestion=registro-nuevas-cuentas-ahorro-atencion-clientesOpen new savings account
?cashmanhagestion=gestionador-cuentas-ahorros-clientes-atencion-clientesView all savings accounts
?cashmanhagestion=mensajeria-cashmanha-usuarios-atencion-al-clienteMessaging inbox

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