Coop-Finance Logo

Coop-Finance Mobile

Complete User Documentation

Version 1.0

Member Mobile App

Mobile App Overview

What is Coop-Finance Mobile?

Coop-Finance Mobile is a comprehensive mobile application designed for cooperative members to access their financial information, manage their accounts, and perform various cooperative-related activities on the go. The app provides a secure, user-friendly interface optimized for mobile devices.

Key Features:

  • Real-time account balance and transaction history
  • Personal, Christmas, and business loan tracking
  • Surety analysis and guarantor information
  • Share capital management
  • Profile management with photo upload
  • Payment information and bank details
  • News and announcements
  • Offline functionality with PWA support

System Requirements

Device Requirements:

  • • Smartphone or tablet (iOS/Android)
  • • Modern web browser (Chrome, Safari, Firefox)
  • • Internet connection (3G/4G/WiFi)
  • • Minimum screen resolution: 360px width
  • • JavaScript enabled

Access Requirements:

  • • Valid cooperative membership
  • • Registered email address
  • • Active mobile subscription
  • • 4-digit security PIN

Getting Started

1

Register Account

Verify your membership and create your mobile account with a secure PIN.

2

Purchase Subscription

Choose and pay for your mobile app subscription plan to unlock full features.

3

Access Dashboard

Sign in and explore all available features from your mobile dashboard.

Installation Options

Progressive Web App (PWA):

  1. Open your mobile browser and navigate to the app URL
  2. Tap the browser menu (three dots or share icon)
  3. Select "Add to Home Screen" or "Install App"
  4. Confirm installation to add the app to your home screen
  5. Launch the app directly from your home screen
  6. Enjoy native app-like experience with offline capabilities

Authentication & Security

Account Registration

New members must verify their cooperative membership and create a secure mobile account before accessing the application.

Registration Process:

  1. Click "Register your online access" on the login page
  2. Enter your registered email address
  3. Provide your member ID (assign ID number)
  4. Verify membership details with the system
  5. Check your email for verification code
  6. Enter the 6-digit verification code
  7. Create a secure 4-digit PIN
  8. Confirm your PIN and complete registration

Login Process

Existing users can quickly access their accounts using their registered credentials and PIN.

Login Options:

  • • Email address + 4-digit PIN
  • • Phone number + 4-digit PIN

Security Features:

  • • 4-digit PIN authentication
  • • Email verification for registration
  • • Session management and auto-logout
  • • Secure password reset functionality
  • • Firebase authentication backend

PIN Reset:

If you forget your PIN, use "Forgot PIN?" on the login page to reset it securely using your email and member ID.

Member Dashboard

Dashboard Overview

The main dashboard provides a comprehensive overview of your cooperative account with real-time data and quick access to all major functions.

Key Components:

  • Personal profile with photo display
  • Total savings balance with visibility toggle
  • Net balance calculation (savings minus loans)
  • Recent transaction history
  • Quick action menu for all features

Quick Actions Menu

Access all major features through the intuitive quick actions grid on your dashboard.

Savings

Loans

Christmas

Surety

Shares

Payment

Balance Display Features:

  • • Toggle balance visibility with eye icon
  • • Real-time balance calculations
  • • Automatic net balance computation
  • • Color-coded balance indicators

Savings Management

Features Overview

View your complete savings history with detailed transaction records, yearly summaries, and balance calculations.

Account Information

  • Total savings balance display
  • Share capital tracking
  • Monthly contribution amounts
  • Balance trend analysis

Transaction History

  • Complete transaction timeline
  • Year-by-year filtering
  • Opening and closing balances
  • Detailed transaction records

How to Use Savings Features:

  1. Access "Savings" from the dashboard quick actions
  2. View your total savings balance with visibility toggle
  3. Check share capital and monthly contribution details
  4. Navigate between years using the year selector
  5. Review balance summary (opening, movement, closing)
  6. Browse detailed transaction history chronologically
  7. Use "All Time" view to see complete transaction history
  8. Monitor your savings growth patterns over time

Balance Calculation

Your total savings balance is calculated chronologically from all transactions. The system processes credits (deposits) and debits (withdrawals) in order to provide accurate running balances.

Personal Loan Management

Personal Loan Tracking

Monitor your personal loans with detailed payment history, balance tracking, and guarantor information.

Loan Overview

  • • Principal amount tracking
  • • Outstanding balance calculation
  • • Repayment progress visualization
  • • Interest rate and term details
  • • Monthly installment amounts

Payment History

  • • Complete transaction timeline
  • • Payment dates and amounts
  • • Running balance calculations
  • • Loan disbursement records
  • • Progress tracking indicators

Emergency Contact

For critical issues or urgent cooperative matters:

Contact: Your cooperative leadership

Support: info@janalytics.com.ng

Available during business hours (9 AM - 5 PM)

Personal Loan Management Workflow:

  1. Navigate to "Loans" from the dashboard
  2. View loan statistics (total, active, liquidated)
  3. Browse loan history sorted by most recent first
  4. Click "View Details" on any loan for expanded information
  5. Review loan terms, guarantors, and payment history
  6. Monitor repayment progress with visual indicators
  7. Track interest rates and monthly installments
  8. Check guarantor names and co-signer information

Loan Balance Calculation

Loan balances are calculated from disbursement and payment transactions. The system processes debits (loan disbursements) and credits (payments) chronologically to maintain accurate running balances.

Christmas Loan Management

Seasonal Loan Program

Manage your Christmas loans with specialized tracking for seasonal lending programs and holiday financial planning.

Christmas Loan Features

  • Seasonal loan tracking and management
  • Holiday-specific loan terms
  • Guarantor requirements and tracking
  • Special interest rates for Christmas loans
  • Flexible repayment schedules

Loan Statistics

  • Total Christmas loans taken
  • Active Christmas loan count
  • Liquidated Christmas loans
  • Outstanding balance tracking
  • Complete payment history

Christmas Loan Operations:

Accessing Christmas Loans:

  1. Navigate to "Christmas" from the dashboard quick actions
  2. View your Christmas loan statistics and summary
  3. Browse Christmas loan history sorted by date
  4. Expand loan details to see complete information
  5. Monitor repayment progress and remaining balance
  6. Review guarantor information and loan terms

Loan Information Display:

  • Principal amount and current balance
  • Interest rate and processing fees
  • Monthly installment amounts
  • Guarantor names and contact information
  • Complete transaction history with dates

Christmas Loan Benefits

Christmas loans are designed to help members prepare for holiday expenses with favorable terms and flexible repayment options. These seasonal loans typically have lower interest rates and extended payment periods.

Surety Analysis

Guarantor Risk Assessment

Analyze your guarantor obligations and risk exposure for loans you've guaranteed for other members.

Risk Assessment

  • Total guarantor exposure calculation
  • Actual exposure (loan minus borrower savings)
  • Risk level categorization
  • Co-guarantor identification
  • Loan repayment progress monitoring

Guaranteed Loans

  • Complete list of guaranteed loans
  • Borrower information and contact details
  • Loan amounts and current balances
  • Loan issue dates and terms
  • Risk indicators and warnings

Surety Analysis Features:

  1. Access "Surety" from the dashboard to view guarantor obligations
  2. Review total guarantees, active loans, and total exposure
  3. Examine individual guaranteed loans with detailed information
  4. Check borrower savings to calculate actual risk exposure
  5. Monitor loan repayment progress and status
  6. Identify co-guarantors for shared risk assessment
  7. Review risk levels (low, medium, high) based on exposure
  8. Track loan types (Personal, Christmas, Business loans)

Understanding Exposure

Your actual exposure is calculated as the outstanding loan balance minus the borrower's current savings. This gives you a realistic view of potential financial risk if the borrower defaults.

Share Capital Management

Cooperative Ownership

View your share capital information and understand your ownership stake in the cooperative.

Share Information

  • Share capital balance display
  • Number of share units owned
  • Unit price per share
  • Last update timestamp
  • Share capital terms and conditions

Member Rights

  • Voting rights in cooperative matters
  • Equal voice in member decisions
  • Fair treatment and representation
  • Participation in cooperative benefits
  • Eligibility for leadership positions

Share Capital Details:

Standard Share Structure:

  • Every member holds x share units at ₦x per unit
  • Total share capital: ₦xxx per member
  • Equal ownership rights for all members
  • Shares represent ownership stake in the cooperative

Accessing Share Information:

  1. Navigate to "Shares" from the dashboard
  2. View your share capital balance and unit count
  3. Check the unit price and last update information
  4. Review member rights and cooperative participation benefits

Cooperative Membership

Your share capital grants you equal rights with all other members to voice opinions, vote on important matters, and participate in the democratic governance of the cooperative.

Profile Management

Personal Information

View and manage your personal profile information, including photo upload and contact details.

Profile Information

  • Full name and member ID display
  • Email address information
  • Phone number details
  • Date of birth and registration
  • Occupation information
  • Membership status display

Photo Management

  • Passport photo upload capability
  • Image compression and optimization
  • Secure cloud storage integration
  • Real-time profile photo updates
  • Secure file upload processing
  • Upload success confirmation

Profile Management Features:

Viewing Profile Information:

  1. Access "Profile" from the dashboard quick actions
  2. View your complete personal information
  3. Check contact details and membership status
  4. Review occupation and registration information

Photo Upload Process:

  1. Select "Choose File" to pick an image from your device
  2. Preview the selected image before upload
  3. Click "Upload New Photo" to start the upload process
  4. Wait for compression and upload completion
  5. Receive confirmation of successful upload
  6. View updated profile photo across the application

Photo Upload Requirements

Profile photos must be image files (JPG, PNG) under 5MB in size. The system automatically compresses images to optimize storage and loading performance while maintaining quality.

Mobile App Subscription

Subscription Management

Manage your mobile app subscription to unlock full access to all features and services.

Quarterly Plan

₦500.00
90 days of access
  • • Complete mobile app access
  • • Real-time data sync
  • • Cloud backup & restore
  • • Full reporting features
  • • Priority support

Biannual Plan

₦1,000.00
180 days of access
  • • Complete mobile app access
  • • Real-time data sync
  • • Cloud backup & restore
  • • Full reporting features
  • • Priority support
POPULAR

Annual Plan

₦2,000.00
365 days of access
  • • Complete mobile app access
  • • Real-time data sync
  • • Cloud backup & restore
  • • Full reporting features
  • • Priority support

Subscription Process:

  1. New users are redirected to subscription page after registration
  2. Select your preferred subscription plan (Quarterly, Biannual, or Annual)
  3. Click "Subscribe Now" to initiate Paystack payment
  4. Complete payment using your preferred method (card, bank transfer, USSD)
  5. Receive payment confirmation and subscription activation
  6. Access full dashboard features with active subscription
  7. Monitor subscription status and remaining time in the app
  8. Renew subscription before expiry to maintain access

Payment Features

  • • Secure Paystack payment processing
  • • Multiple payment methods supported
  • • Automatic subscription activation
  • • Real-time payment verification
  • • Transaction history tracking

Subscription Benefits

  • • Full mobile app functionality
  • • Real-time data synchronization
  • • Secure cloud data backup
  • • Advanced reporting capabilities
  • • Priority customer support

Subscription Management

Your subscription status is monitored in real-time. Users with active subscriptions access the full dashboard, while those without active subscriptions are directed to the subscription page to purchase or renew their plan.

Troubleshooting Guide

Common Issues

Login Problems

Check credentials, PIN accuracy, and internet connection

Data Not Loading

Verify internet connection and refresh the page

Subscription Issues

Check subscription status and payment history

Photo Upload Failing

Ensure image is under 5MB and try again

Best Practices

  • Use stable internet connection (WiFi preferred)
  • Keep app updated by refreshing browser
  • Maintain active subscription for full access
  • Log out properly when finished
  • Monitor session timeouts
  • Allow data to load completely

Troubleshooting Steps:

General Troubleshooting:

  1. Check your internet connection and signal strength
  2. Refresh the browser page or restart the app
  3. Clear browser cache and cookies if necessary
  4. Verify your subscription is active and not expired
  5. Try logging out and logging back in
  6. Check if your device date and time are correct
  7. Disable browser extensions that might interfere
  8. Try using a different browser if issues persist

PWA Installation Issues:

  • Ensure you're using a supported browser (Chrome, Safari, Firefox)
  • Check if "Add to Home Screen" option appears in browser menu
  • Allow notifications and permissions when prompted
  • Verify sufficient storage space on your device

Contact Support

Email: info@janalytics.com.ng

Phone: 08134882164

Technical Support

Include in your support request:

• Your member ID

• Device type and browser

• Specific error messages

• Steps you've already tried

System Status

Check system status:

• Firebase services operational

• Payment system availability

• Network connectivity

• Subscription service status

Additional Features

Payment Information

Access official bank account details for making payments and contributions to your cooperative account.

Bank Accounts:

Primary Bank: [Account Number]

[Cooperative Name]

Secondary Bank: [Account Number]

[Cooperative Name]

  • • Copy bank details with one click
  • • View payment instructions and guidelines
  • • Access contact support for payment issues
  • • Security warnings for safe transactions

News & Support

Stay updated with cooperative announcements and access comprehensive support resources.

News Features:

  • • Latest cooperative announcements
  • • Grouped by year for easy navigation
  • • Priority levels (High, Medium, Low)
  • • Load more functionality for older news

Support Options:

  • • Multiple contact methods available
  • • Direct calling and WhatsApp integration
  • • Email templates for support requests
  • • Copy contact details functionality

PWA & Offline Features

Progressive Web App Benefits

The mobile app is built as a Progressive Web App (PWA) providing native app-like experience with enhanced offline capabilities.

Offline Access

  • Cached data for offline viewing
  • Profile information available offline
  • Transaction history caching
  • Contact information access

Installation

  • Add to home screen option
  • Native app-like experience
  • Full-screen mode support
  • Push notification capabilities

Performance

  • Fast loading with service workers
  • Background data synchronization
  • Optimized image compression
  • Efficient resource caching

Offline Functionality:

Available Offline:

  • View your profile information and contact details
  • Check account balances (last synced data)
  • Browse transaction history and loan information
  • Access payment information and bank details
  • View cooperative contact information
  • Review cached news and announcements

Requires Internet Connection:

  • Real-time balance updates and new transactions
  • Photo uploads and profile modifications
  • Subscription payments and status checks
  • Latest news and announcements
  • Support ticket submissions

Offline Sync

When your internet connection is restored, the app automatically synchronizes with the server to fetch the latest data and updates. Any cached information is refreshed to ensure accuracy.

Security & Privacy

Data Security

Your financial data and personal information are protected with enterprise-grade security measures.

Security Features:

  • • Firebase Authentication and Firestore security rules
  • • Encrypted data transmission (HTTPS/SSL)
  • • Secure PIN-based authentication
  • • Session timeout and automatic logout
  • • Role-based access control
  • • Secure file upload and storage

Best Security Practices:

  • • Use a unique, secure 4-digit PIN
  • • Never share your login credentials
  • • Log out when finished using the app
  • • Use secure, private internet connections
  • • Keep your device and browser updated

Privacy Protection

We are committed to protecting your privacy and ensuring your personal information remains secure and confidential.

Data Handling:

  • • Personal data encrypted at rest and in transit
  • • Minimal data collection - only what's necessary
  • • No sharing of personal data with third parties
  • • Secure cloud storage with Google Firebase
  • • Regular security audits and updates
  • • Compliance with data protection standards

Your Privacy Rights:

  • • Access your personal data
  • • Request data corrections
  • • Control photo and profile visibility
  • • Contact support for privacy concerns
  • • Understand how your data is used

Security Notice

Always access the app through official channels. Be cautious of phishing attempts or unofficial apps claiming to be associated with your cooperative. When in doubt, contact support for verification.

Technical Architecture

System Overview

Coop-Finance Mobile is built on modern web technologies with cloud-based infrastructure for reliability, scalability, and security.

Frontend Technologies

  • • Progressive Web App (PWA)
  • • Responsive mobile-first design
  • • Service Worker for offline support
  • • Modern JavaScript (ES6+)
  • • Tailwind CSS for styling
  • • Font Awesome for icons

Backend Infrastructure

  • • Google Firebase Platform
  • • Firestore NoSQL Database
  • • Firebase Authentication
  • • Cloud Functions for processing
  • • Firebase Storage for files
  • • Real-time data synchronization

Integration Services

  • • Paystack payment processing
  • • EmailJS for notifications
  • • WhatsApp integration
  • • SMS notification support
  • • Email verification services
  • • Contact management APIs

Performance Optimization

The application uses efficient data queries, caching strategies, and lazy loading to ensure fast performance even on slower network connections. Service workers provide instant loading for cached content.