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| Mentors | TBD |
| Overview & Objectives | Capturing surveys and other forms of data is an essential tool for a MFI to manage it's client relationship. Mifos X currently has taken a new approach to capturing this information and any additional data on clienta (and other entities like Groups, Loans etc) through the "datatables" approach. We want to simplify the process for setting it up.
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| Description | Capturing additional data is currently done by manually creating MySQL database tables with appropriate columns to store the additional data and then using MifosX Platform API's to link these newly created tables to existing entities. We are looking to simplify this process by a) |
| Helpful Skills | |
| Impact | Capturing client data and having a holistic transparent view into the client is one of the most powerful and definitive features of Mifos X. This data is used to monitor and analyze the services being delivered to the client and social impact these services are having. Having a simple interface in which to collect this survey data is an essential part of making this a usable feature of the software for MFIs. |
| Other Resources | Link to existing code Link to Question Groups overvie? |
Create Data Import Tool for Mifos X
TODO: Vishwas to expand
| Mentors | TBD |
| Overview & Objectives | Create a tool for importing data into Mifos
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| Description | One of the biggest challenges of implementing and using an information system for microfinance is getting data in efficiently. This project would lead the creation of excel or csv-based data import tools for both migration initial data into Mifos as well as bulk imports of data on an ongoing basis such as new clients, new loans, bulk transactional data, etc. This tool is especially important in helping facilitate the migrations from our current software, Mifos 2.6, to our next generation platform, Mifos X. TODO: Insert actual technical details of what would be involved with this project. |
| Helpful Skills | TODO: Insert skills |
| Impact | Efficiency and lowering operational costs is a critical factor in bringing effective financial inclusion to the poor. Migrating in historical data quickly is important to quick adoption of an information system. Day to day, MFIs could save time by being being able import and edit clients and transactions in bulk. Secondly, this tool will also address connectivity issues as MFIs often input transactions into spreadsheets and then need to import these in. MFIs also often interact with other systems and payment networks and this tool with ease the ability to get that data in cleanly and quickly into Mifos. |
| Other Resources |
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Business Analytics (OLAP) (refresh)
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