Release	Leila E
Current Owners	Kay Chau
Status (Draft, In Review, Approved)	In Review

Contents:

1 Introduction
- 1.1 User Stories
- 1.2 Goals
- 1.3 Non-Goals
- 1.4 Definitions and Terminology
- 1.5 Related Documents
2 Use Cases
3 Functional Requirements
4 Standard Considerations
- 4.1 Security
- 4.2 Impacts to System
- 4.3 Globalization/Localization
- 4.4 Logging
  - 4.4.1 Change Log
  - 4.4.2 Reporting
- 4.5 Performance
- 4.6 Setup and Installation
  - 4.6.1 New Installations
  - 4.6.2 Backward Compatibility and Upgrades
  - 4.6.3 Hosting Support
  - 4.6.4 Configuration
5 Open Issues
6 Reviews and Approvals

Introduction

PPI as it is in Mifos is difficult to use and does not meet all the needs of an MFI who using PPI. We need to implement the feature in Mifos so that it is more flexible, and provides the reporting capabilities to do analysis. For Leila E, we must meet our Cisco commitments.

User Stories

Priority	User Stories	Section in FR
P1	As a PPI Administrator at my MFI, I want to be able to access PPI surveys for my country when I am using Mifos.	3.1
P1	As a PPI Administrator at my MFI, I want to be able to activate one or more PPI's for my organization.	3.2
P1	As a PPI Administrator, I want to be able to apply Mifos PPI Surveys to more than one flow, and to be able to apply to multiple flows and modify the flows it applies to\	3.2
P1	As a Loan Officer, I want to be able to enter my clients' answers to PPI questions, and have them saved.	3.3
P1	As a Loan Officer, I want to be able to enter answers for PPI questions again (possibly in a different workflow), and have it saved as a separate survey. I want to be able to track PPI score from survey to survey of the same client.	3.3
P1	As a Loan Officer, I want to be able to edit an answer that was entered (because of a mistake), and have reports take the latest version of that PPI Survey data since the old answer was incorrect	3.3
P1	As a PPI Administrator, I want to be able to select which version of PPI survey I want the Loan Officers at my MFI to fill out.	3.7
P1	As a PPI Administrator, I want to be able to inactivate one or more PPI's for my organization, but ensure that data saved against that survey is retained.	3.2
P1	As a PPI Administrator, when a PPI survey gets updated questions/answers, I want to ensure that the correct questions/answers are available.	3.6
P1	As a PPI Administrator, when a PPI survey gets updated points, I want to ensure existing surveys already taken get the right scores calculated.	3.6
P1	As a PPI Administrator, when a PPI survey gets an updated lookup table, I want to ensure new reports run display accurate data on likelihoods.	3.6
P2	As a PPI Administrator, I want to be able to run a "data dump" report to verify my clients' PPI scores	3.8
P2	As a PPI Administrator, I want to be able to run a "data dump" report to verify my clients' PPI likelihoods	3.8

Goals

Provide a way for MFI's to collect PPI survey data from clients entered into Mifos
- When data is entered into Mifos, it is part of a workflow to collect information from clients
Ability to do analysis on scores and likelihoods of clients
- 1 data dump will be available
Ability to select which PPI surveys are available for the MFI

Non-Goals

The following items will not be addressed in this release:

View clients' scores and likelihoods directly in Mifos (can be run in report)
Ability for anyone other than the Mifos product team to provide the PPI surveys in Mifos.

Definitions and Terminology

Term	Definitions
User	User of system

Mandatory fields will be preceded by "*" (an asterisk)
Links are italicized
Buttons are Button

Use Cases

Access PPI's

Actors

Administrator

Preconditions

PPI Functional Spec