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Priority | Size | User Stories / Scenarios |
|---|---|---|
1 |
| MFI is able to apply some sort of 1 time, upfront fee at any time. They are also able to apply payment on it immediately instead of having it due on the next meeting. The fee is just added to the open balance, but can be paid off before the next meeting. Essentially you are allowed to make payments towards your fees balance at any time now instead of restricting to the next meeting. Same as prepaying. |
2 |
| Also needed but the ability to make Partial Payment - Can pay off less than balance, but then payment is applied in a certain order: |
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Scenario # | User Applies the One-Time Charge of 10 ksH on: | Are there existing Recurring Fees? (see Pre-Cond) | User wants to apply Payment through CSE or Individual Payment | Default Payment Due Listed | User applies payment on this date and with this amount: | Was this a full or partial payment? | Open Balance After Payment | Comments | |
|---|---|---|---|---|---|---|---|---|---|
1 | On meeting date - 12/5 | No | CSE | 12/5 = 10 | 12/5 = 10 | Full | 0 | Currently, can't pay this amount off on meeting date | |
2 |
| No | Individual | 12/5 = 10 | 12/5 = 10 | Full | 0 |
| |
3 |
| Yes | CSE | 12/5 = 16 | 12/5 = 16 | Full | 0 |
| |
4 |
| Yes | Individual | 12/5 = 16 | 12/5 = 16 | Full | 0 |
| |
5 |
| Yes | CSE | 12/5 = 16 | 12/5 = 12 | Partial - 12 | 4 (remains on one-time fee) |
| |
6 |
| Yes | Individual | 12/5 = 16 | 12/5 = 12 | Partial - 12 | 4 (remains on one-time fee) |
| |
7 | Between meetings - 12/15, no backdating, 12/5 meeting already entered | No | Individual | 12/15 = 10 | 12/15 = 10 | Full | 0 |
| |
8 | => You might want to pay off early in an Import case | Yes - already paid 12/5's | Individual | 12/15 = 16 | 12/15 = 16 | Full | 0 |
| |
9 |
| Yes - already paid 12/5's | Individual | 12/15 = 16 | 12/15 = 12 | Partial - 12 | 4 (remains on recurring fee due next mtg) |
| |
10 |
| Yes - didn't pay 12/5's (overdue amount) | Individual | 12/15 = 22 | 12/15 = 22 | Full | 0 |
| |
11 |
| Yes - didn't pay 12/5's (overdue amount) | Individual | 12/15 = 22 | 12/15 = 12 | Partial - 12 | 10 (remains on one-time fee and then recurring fee for next mtg) |
| |
12 | => Unlikely to go into CSE on 12/15 since your 1/5 hasn't happened yet so these are for what happens when you go into Mifos on 1/5 | No | CSE | 1/5 CSE = 10 | 1/5 CSE = 10 | Full | 0 |
| |
13 |
| Yes - already paid 12/5's | CSE | 1/5 CSE = 16 | 1/5 CSE = 16 | Full | 0 |
| |
14 |
| Yes - already paid 12/5's | CSE | 1/5 CSE = 16 | 1/5 CSE = 12 | Partial - 12 | 4 (remains on recurring fee) |
| |
15 |
| Yes - didn't pay 12/5's (overdue amount) | CSE | 1/5 CSE = 22 | 1/5 CSE = 22 | Full | 0 |
| |
16 |
| Yes - didn't pay 12/5's (overdue amount) | CSE | 1/5 CSE = 22 | 1/5 CSE = 12 | Partial - 12 | 10 (remains on one-time fee and then recurring fee) |
| |
17 | Backdated scenario - 12/6 | No | CSE | 12/5 CSE = 0 | 12/5 CSE = 10 | Full Balance | 0 | Error out if you try to enter in more than 10 for 12/5 | |
18 |
| No | Individual | 12/6 = 10 | 12/5 = 10 | Full | 0 |
| |
|
| No | CSE | 12/5 CSE = 0 | 12/5 CSE = 4 | Partial | 6 |
| |
|
| No | Individual | 12/6 = 10 | 12/5 = 4 | Partial | 6 | ||
19 |
| Yes - didn't pay 12/5's (not paid yet) | CSE | 12/5 CSE = 6 | 12/5 CSE = 16 | Full Balance | 0 | Error out if you try to enter in more than 16 for 12/5 | |
20 |
| Yes - didn't pay 12/5's (not paid yet) | Individual | 12/6 = 22 | 12/5 = 16 | Partial - 16 (Full for 12/5) | 6 (Recurring Fee for your next mtg) | Error out if you try to enter in more than 16 for 12/5 | |
21 |
| Yes - didn't pay 12/5's (not paid yet) | CSE | 12/5 CSE = 6 | 12/5 CSE = 12 | Partial - 12 | 4 (remains on one-time fee) |
|
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22 |
| Yes - didn't pay 12/5's (not paid yet) | Individual | 12/6 = 22 | 12/5 = 12 | Partial - 12 | 10 (remains on one-time fee and then recurring fee) |
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Early Repayment of Fees Functional Requirements
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FR# | Pri | Description | Comments / Mockups |
|---|---|---|---|
5.1 | P1 | Default amount in A/C Collection should be open balance on the account as of that date | |
5.2 | P1 | If you are running a previous meeting's CSE, then it will list the open balance on that date which includes what's due at the next meeting. |
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Does the user need to be in a particular user hierarchy to use this feature? | No |
Does the office hierarchy affect use of this feature? | No |
Are you using any existing permissions to control this feature? | Must have apply fees |
Are you adding any new permissions or changing existing permission to control this feature? | No |
Are you using any existing activities to control this feature? | No |
Are you adding any new activities or changing existing activities to control this feature? | No |
Are there any special considerations for upgrade scenarios? What will be the default value for new permissions? | No |
What will be the default values for default roles in a new installation? | No |
Impacts to System
Does this feature affect Bulk Loan Creation? How? | No |
Does this feature affect Collection Sheet Entry? How? | Today's meeting date should allow me to see today's fee applied |
Does this feature affect Redo Loans? | No |
Does this feature affect Undo Loans? | No |
Globalization/Localization
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Will the feature be a high use-case scenario? | No |
Will the feature have potential for high concurrency? | No |
Does the feature include complex UI or data gathering logic that will be used by a significant portion of the user base? | No |
Does the feature contain risks of database connection timeout or page timeout? | No |
Will the feature contain any bulk insert/update/delete transactions? | No |
Will the feature contain any caching mechanisms or cache refreshing mechanisms? | Unclear |
Could the feature result in a large amount of data being sent to the client or between the database and web server? | No |
Would users on a low bandwidth connection likely face issues with a part of this feature? | No |
Does the feature affect existing batch jobs or require adding any new batch jobs? | Possibly |
Setup and Installation
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