Using the platform
User guides
How to use each module of the Compense platform: subsidies, loans, payments, affiliates, PQRS and notifications — for operators and affiliates.
Here you’ll find how to use each Compense module day to day. The guides are written for two profiles within your family compensation fund (caja de compensación) or cooperative:
- Operators / advisors — the people who manage requests from the dashboard (approve a loan, generate a monetary allowance, handle a PQRS).
- Affiliates — the people who use the app or the portal (submit a request, check their subsidy, receive notifications).
Each guide walks through concrete tasks step by step. If you’re integrating your systems through the API instead, go to Getting started and the API Reference.
Modules #
| Module | What it’s for |
|---|---|
| Subsidies | Monetary allowance, unemployment subsidy and custom subsidies. |
| Loans | Loan application, evaluation, decision and disbursement. |
| Payments and Wallet | Payment disbursement and the affiliate’s wallet. |
| Affiliates | Affiliate registry and family group. |
| PQRS | Petitions, complaints and claims with their legal deadlines. |
| Notifications | Automatic notices to your affiliates. |
In this section #
User guide
SubsidiesHow to check, submit, review, decide on and disburse subsidies in Compense: the statutory monetary allowance, the unemployment subsidy and custom subsidies, for …
User guide
LoansHow to simulate, apply for, evaluate, decide on, disburse and collect loans in Compense: the full lifecycle of a loan for affiliates and operators.
User guide
Payments and WalletHow the affiliate’s wallet works, how subsidies and loans are disbursed, how to check the balance and transactions, and how an operator verifies the status of a …
User guide
AffiliatesHow to look up, register and update affiliates in the registry, how to manage the family group and its beneficiaries, and how to keep the database up to date (file upload …
User guide
PQRSHow to submit and manage Petitions, Complaints, Claims and Suggestions in Compense: the affiliate flow, operator case management, case statuses and legal response …
User guide
NotificationsHow Compense’s automatic notifications for your affiliates work: notices at every step of subsidies, loans and PQRS, where they appear in the app and the portal, …