Gerencia (Management, Role 3) performs the first review of all new credit applications before they advance to Presidencia for final approval. A credit application cannot reach Presidency without first passing through Management’s evaluation — making this role the primary gatekeeper in the two-step credit approval workflow.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/DanielRivera03/SistemaBancario/llms.txt
Use this file to discover all available pages before exploring further.
Dashboard
The Management dashboard is served at?cashmanhagestion=iniciogerencia and is restricted to users whose id_rol equals 3. On load, the controller calls:
-
ConsultarDetallesRegistros_Gerencia()— invokes stored procedureConsultaDatosGenerales_InicioPlataformaGerencia()and populates eight management-level counters:Counter Field Registered credit products numero_productos_registradosClient installments (cuotas) numero_cuotas_registradosCredit transactions numero_transacciones_creditosSavings accounts numero_cuentasahorro_registradasInstallments paid late numero_cuotas_pagadas_tardeCancelled installments numero_cuotas_canceladasOverdue/expired installments numero_cuotas_vencidasProcessed transfers numero_transferencias -
ConsultaListadoGeneralUltimasTransaccionesClientes()— renders the last 200 transactions system-wide in the dashboard table. -
Notification badge — populated via
MostrarListadoNotificacionesRecortadaRecibidasUsuarios()for the logged-in Management user.
Exclusive Capabilities
First-Level Credit Review
Management is the exclusive entry point for evaluating newly submitted credit applications.- View:
gestion-creditos-primer-paso-departamento-gerencia.php(insidevista/Gerencia/) - Route:
?cashmanhagestion=primera-revision-gestionar-solicitudes-creditos-clientes-gerencia - Decision field:
observacion_gerenciaon thecreditostable
| Decision | Effect |
|---|---|
| Advance to Presidency | Application moves to Presidency’s final review queue |
| Deny outright | Application is marked denied; stored in observacion_gerencia |
| Flag for restructuring | Application is routed to the restructuring workflow |
Manage Pending Credit Applications
View and act on the queue of credit applications awaiting Management’s first-level evaluation:- View:
gestionar-solicitudes-creditos-gerencia.php - Route:
?cashmanhagestion=gestionar-solicitudes-creditos-asignados-clientes-gerencia
Delinquency Report
Management has exclusive access to the delinquency monitoring view specific to its portal, which lists all clients with overdue installment payments:- View:
consulta-listado-clientes-morosos-gerencia.php - Route:
?cashmanhagestion=consulta-listado-cuotas-clientes-morosos-gerencia
Shared Capabilities
Management shares the following capabilities with other management-level roles:- Credit queries: active/in-progress (
consulta-clientes-creditos-activos-en-curso-gerencia.php), cancelled (consulta-clientes-creditos-cancelados-gerencia.php), denied (consulta-clientes-creditos-denegados-gerencia.php), and restructured (consulta-clientes-creditos-reestructuracion-gerencia.php) - Transaction queries: system-wide transaction list (
consulta-general-transacciones-clientes-procesadas-gerencia.php) and per-client drill-down (consulta-especifica-listado-transacciones-cuentas-clientes-gerencia.php) - Savings account queries: full list of registered savings accounts (
consulta-general-cuentas-ahorros-registradas-gerencia.php) - Product catalogue: view all products and individual product details (
consulta-general-productos-cashmanha-gerencia.php,consulta-especifica-productos-cashmanha-gerencia.php) - User profiles: access full client profile data for credit evaluation (
consulta-completa-usuarios-clientes-gerencia.php,perfil-clientes-recuperaciones-gerencia.php) - Transfers: initiate transfers (
registro-transferencia-otras-cuentas-gerencia.php) and validate security codes (validacion-datos-transferencias-cuentas-clientes-gerencia.php) - Messaging: compose messages (
enviar-mensajeria-usuarios-cashmanha-gerencia.php), read inbox (mensajeria-usuarios-cashmanha-gerencia.php), and view message threads (detalle-mensajes-usuarios-mensajeria-gerencia.php) - Notifications: view and dismiss personal notifications (
notificaciones-recibidas-usuarios-gerencia.php) - Platform reports: submit fault reports from the management portal (
registro-reportes-fallos-plataforma-usuarios-gerencia.php) - Credit assignment user list: view clients eligible for new credit assignments (
consulta-general-usuarios-asignacion-creditos-gerencia.php)
Management cannot register users, create roles, or manage products. These capabilities are exclusive to the Administrator role. If a Management user attempts to access an Administrator-only route, the controller redirects them to
?cashmanhagestion=redirecciones-sistema-cashmanha based on their id_rol session value.Key Routes
| Route | Purpose |
|---|---|
?cashmanhagestion=iniciogerencia | Management dashboard |
?cashmanhagestion=perfilgerencia | Management profile |
?cashmanhagestion=primera-revision-gestionar-solicitudes-creditos-clientes-gerencia | First-level credit review |
?cashmanhagestion=gestionar-solicitudes-creditos-asignados-clientes-gerencia | Manage pending credit applications |
?cashmanhagestion=consulta-listado-cuotas-clientes-morosos-gerencia | View delinquent clients |
?cashmanhagestion=consulta-general-transacciones-procesadas-clientes-gerencia | System-wide transaction query |