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Documentation Index

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Presidency (Role 2) sits at the top of the credit approval hierarchy in CashMan H.A. After Management completes its first-level review, every credit application advances to Presidency for the final decision — approval, denial, or restructuring. No credit becomes active without a Presidency ruling stored in the observacion_presidencia field of the creditos table.

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Dashboard

The Presidency dashboard is served at ?cashmanhagestion=iniciopresidencia and is restricted to users whose id_rol equals 2. On load, the controller calls:
  • ConsultarDetallesRegistros_Presidencia() — invokes stored procedure ConsultaDatosGenerales_InicioPlataformaPresidencia() and populates four executive summary counters:
    CounterField
    Registered credit productsnumero_productos_registrados
    Client installments (cuotas)numero_cuotas_registrados
    Credit transactionsnumero_transacciones_creditos
    Savings accountsnumero_cuentasahorro_registradas
  • ConsultaListadoGeneralUltimasTransaccionesClientes() — renders the last 200 transactions system-wide in the dashboard table, giving Presidency a real-time pulse of platform activity.
  • Notification badge — populated via MostrarListadoNotificacionesRecortadaRecibidasUsuarios() for the logged-in Presidency user.

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Exclusive Capabilities

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Final Credit Approval

The core exclusive function of this role. Presidency reviews applications that have already passed Management’s first-level check.
  • View: gestion-creditos-segundo-paso-presidencia.php (inside vista/Presidencia/)
  • Route: ?cashmanhagestion=segunda-revision-gestionar-solicitudes-creditos-clientes-presidencia
  • Decision field: observacion_presidencia on the creditos table
The three possible decisions are:
Decision valueMeaning
aprobadoCredit is approved; client gains full portal access
denegadoCredit application is denied
reestructuracionApplication is flagged for restructuring

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Manage Approved Credits in Progress

View and manage active credits that have been approved and are currently being serviced:
  • View: gestionar-solicitudes-creditos-aprobadas-presidencia.php
  • Route: ?cashmanhagestion=gestionar-solicitudes-creditos-asignados-clientes-presidencia

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Restructured Credit Approval

Review and act on credits that have been flagged for restructuring by either Management or via an earlier Presidency decision:
  • View: gestion-creditos-reestructuraciones-presidencia.php
  • Route: ?cashmanhagestion=reestructuracion-solicitudes-creditos-clientes-presidencia

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Product Modification

Edit the terms, name, description, and requirements of existing credit products:
  • View: modificar-productos-presidencia.php
  • Route: ?cashmanhagestion=modificar-productos-cashmanha-presidencia

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Platform Fault Reports

Review bug and fault reports submitted by system users:
  • View: consulta-listado-reportes-fallos-plataforma-presidencia.php
  • Route: ?cashmanhagestion=consulta-listado-tickets-reportes-plataforma-presidencia

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Shared Capabilities

Presidency shares the following capabilities with other management-level roles:
  • Credit queries: active/in-progress (consulta-clientes-creditos-activos-en-curso-presidencia.php), cancelled (consulta-clientes-creditos-cancelados-presidencia.php), denied (consulta-clientes-creditos-denegados-presidencia.php), and restructured (consulta-clientes-creditos-reestructuracion-presidencia.php)
  • Transaction queries: system-wide transaction list (consulta-general-transacciones-clientes-procesadas-presidencia.php) and per-client drill-down (consulta-especifica-listado-transacciones-cuentas-clientes-presidencia.php)
  • Savings account queries: full list of registered savings accounts (consulta-general-cuentas-ahorros-registradas-presidencia.php)
  • Product catalogue: view all products and individual product details (consulta-general-productos-cashmanha-presidencia.php, consulta-especifica-productos-cashmanha-presidencia.php)
  • User profiles: access full client profile data for credit evaluation (consulta-completa-usuarios-clientes-presidencia.php, perfil-clientes-recuperaciones-presidencia.php)
  • Transfers: initiate transfers (registro-transferencia-otras-cuentas-presidencia.php) and validate security codes (validacion-datos-transferencias-cuentas-clientes-presidencia.php)
  • Messaging: compose messages (enviar-mensajeria-usuarios-cashmanha-presidencia.php), read inbox (mensajeria-usuarios-cashmanha-presidencia.php), and view message threads (detalle-mensajes-usuarios-mensajeria-presidencia.php)
  • Notifications: view and dismiss personal notifications (notificaciones-recibidas-usuarios-presidencia.php)
  • Delinquency monitoring: view the list of clients with overdue installments (consulta-listado-clientes-morosos-presidencia.php)
  • Credit assignment user list: view clients eligible for new credit assignments (consulta-general-usuarios-asignacion-creditos-presidencia.php)

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Key Routes

RoutePurpose
?cashmanhagestion=iniciopresidenciaPresidency dashboard
?cashmanhagestion=perfilpresidenciaPresidency profile
?cashmanhagestion=segunda-revision-gestionar-solicitudes-creditos-clientes-presidenciaFinal credit approval
?cashmanhagestion=reestructuracion-solicitudes-creditos-clientes-presidenciaRestructured credit management
?cashmanhagestion=modificar-productos-cashmanha-presidenciaEdit credit products
?cashmanhagestion=consulta-listado-cuotas-clientes-morosos-presidenciaView delinquent clients
?cashmanhagestion=consulta-listado-tickets-reportes-plataforma-presidenciaView platform fault reports

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