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Create Data Import Tool for Mifos X

 

TODO: Vishwas to expand

 

TODO: Insert skills
MentorsTBD
Overview & Objectives

Create a tool for importing the following data into Mifos X using existing REST API's exposed by the platform 

TODO: insert objectives

  • Client Details
  • Client Loan and Saving account details
  • Client Fee Details
  • Client repayment History

Bonus: Center / Group details and Personnel Details

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

Refer

Jira Legacy
serverMifos Atlassian JIRA
keyMIFOSX-120
for additional details

Helpful SkillsJava (Spring), Excel
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 X.

Other Resources

 

Jira Legacy
serverMifos Atlassian JIRA
keyMIFOSX-120

Business Analytics (OLAP) (refresh)

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