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- Old Loan Product should accept new GLIM Loans for Groups
- Possibility to create Group Loan account with individual member loan accounts
- Ability to apply payment to Group Loan and also to individual member loan accounts
- Possibility to apply payment to entire Group loan with automatic amount deduction and option to manually edit payment amount for every individual member
- Possibility to apply payment only to individual member loan account
- Possibility to repay new GLIM Loan by trasfer from Savings
- Possibility to access individual member loan account from Client details page
- Possibility to adjust transactions on Group loan account with option to manually correct amount for every individual member
- Possibility to adjust transactions made on individual account
- Possibility to apply fees/penalties to group account with automatic amount deduction (according to contribution of every member) and option to manually edit charge amount for every individual member
- Possibility to apply fees/penalties to individual member loan account
- Possibility to apply full repay to individual member loan account and also to group loan account
- Amounts on group account are sum of amounts on member accounts
- No possibility to modify loan account parameters from member accounts
- Possibility to redo Loan with new GLIM approach
- Possibility to reverse new GLIM Loan
- Possibility to repay new GLIM Loan by using Audi Bank Plugin
- Possibility to approve new GLIM Loan by using 'Approve multiple loans' functionality
- Possibility to attach Question Groups to new GLIM Loan
- Possibility to close individual member Loan account and also the whole new GLIM Loan
Non-Goals
The following items will not be addressed in this release:
- Possibility to repay new GLIM Loan by using MPESA plugin
- Compatibility with Mifos Android Client
Related Documents
Epic issue: https://mifosforge.jira.com/browse/MIFOS-5628
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Priority | User Stories | Section in FR |
|---|---|---|
1 | As a user, I want to be able to create Group loan account, so that every member of group loan will have his own individual account | |
| 2 | As a user, I want to be able to create product for Groups | |
| 3 | As a user, I want to be able to have access to individual member accounts from Client details page | |
| 4 | As a user, I want to be able to make transactions to entire group loan as well as to particular individual member loan account | |
| 5 | As a user, I want to be able to close loan of individual member and see updated information on group loan account | |
| 6new GLIM Loan | ||
| As a user, I want to be able to specify exact payment amount for every member while applying payment to group account | ||
| 75 | As a user, I want to be able to modify loan parameters only make transactions to particular individual member loan account | |
| 5 | As a user, I want to be able to repay Loan transfer from Savings account | |
| As a user, I want to be able to repay Loan by using Audi Bank plugin | ||
| 6 | As a user, I want to be able to apply fees/penalties to the whole new GLIM Loan and have possibility to modify fees/penalties amount for every member of the Loan | |
| As a user, I want to be able to apply fees/penalties to individual member Loan account | ||
| As a user, I want to be able to apply adjustment to the whole new GLIM Loan and have possibility to modify adjustment amount for every member of the Loan | ||
| As a user, I want to be able to apply adjustment to individual member Loan account | ||
| As a user, I want to be able to apply full repayment to whole new GLIM Loan and have possibility to modify full repayment amount for every member of the Loan | ||
| As a user, I want to be able to apply full repayment to individual member Loan account | ||
| As a user, I want to be able to repay Loan/fees/penalties by using Collection Sheet Entry | ||
| 7 | As a user, I want to be able to modify loan parameters only on group loan account | |
| As a user, I want to be able to approve new GLIM Loan by using 'Approve multiple loans' functionality | ||
| As a user, I want to be able to redo new GLIM Loan | ||
| As a user, I want to be able to reverse new GLIM Loan | ||
| As a user, I want to be able to attach a Question Group to new GLIM Loan | ||
| As a user, I want to be able to close loan of individual member and see updated information on group loan account |
1. Use Cases - creating Group loan account
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