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Goals
- Portal Client-level APIs to enable client with permissions and data scoping as authenticated usersPortal for external stakeholders to view a summarized and drill-down view across multiple financial institutions and their clients.
- Portal stakeholders could be management, external investors, donors, sponsors, peer to peer investors
- Portal should include social, financial and operational performance.
Background and strategic fit
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Supports following use cases:
- Self-Service Portals: web-based online banking interface, SMS/USSD information portal for inbound SMS & pull notifications, client-facing direct banking smartphone app
- USSD/SMS interfaces for initiating transactions
- Agent-based models: agent banking, PAYG
Assumptions
Customers
| Customer | Location | Description | Status | USSD Interface | Self Service - Mobile | Self Service - Web | Mobile Wallet | Agent |
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| Financial Institution Name | Country | Overview of Requirements | Processes to be supported | Processes to be Supported | Processes... | Processes... | ||
| Musoni Services | Android-based client being built by JP Morgan | |||||||
| Upscale Consultancy Services | For the NBFC, they need to do a lot of pre-boarding for their client (lead generation) via self-service channels. | Self Service Mobile App - direct sales app which will allow for clients to apply for and upload KYC documents for loan applications. | Self Service Web App - direct sales web app which allow clients to apply for loans. | |||||
| ePay Kenya | Kenya | |||||||
| PayGoSol (Ensibuuko) | Uganda | |||||||
| Omexit | Kenya | Building USSD application and front and back-end for one of clients. Too steep of learning curve to understand all of Mifos X so just started building apps. Plans to port over to Mifos X/LF |
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| CashCare India | India | E-commerce credit services | Access to customers to view their basic details and do a lot of self service activities from their machines. | |||||
| Elevate Africa | Inbound SMS | Self-Service via USSD or SMS, i.e. send shortcodes to number to retrieve account balances, etc. |
Requirements
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