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MFI’s typically generate client-facing documents (whose format varies from MFI to MFI) from their MIS. These documents mostly include simple Client (Client registration documents) and Loan (Loan Contracts, Passbooks etc.) documents.

This project aims to enable non technical end users to create well formatted reports.

A Brief overview of the desired functionality is as follows:

1) a rich text editor on the Reference Client, which can be used by a user to create wysiwyg designs and upload them against various entities at different stages in their Life-cycle ( Ex: An "active" Client, A Loan "Pending disbursal" etc)
2) Expose a set of context sensitive keywords like ${clientName}, ${loanIdentifier} through the API, which he can add as placeholders in these documents.
Ex: An active Client could have a list of permissible keywords like "clientName","address","age","joining date" etc
An active Loan could have a list of permissible keywords like "disbursalDate", "amount", "principalRepaid", "interestRepaid", "lastRepaymentDate", "lastRepaymentAmount"
3) Java parser at the Server side or a Javascript parser at the client side would intelligently replace these placeholders with appropriate content and generate HTML reports

(Would also need API's to be exposed from the platform)

4) The next step would be to add in advanced controls like loops etc so that we can generate content like pass books with all repayments within a specified period etc

Refer Draft Specs for User Generated Documents for an initial approach for developing this functionality

One of the biggest challenges for non Technical users in Using Mifos (MifosX) would be in finding local specialists to help them in designing simple client facing reports and documents (like Loan Contracts etc). Often, small Organization organizations would not be able to afford the services of specialists and would have to make do without any custom Client facing documents

This project would enable non Technical End users to create these simple reports using Context Sensitive placeholders and Rich Text Editors, thereby drastically increasing the usability of MifosX (for a non technical user).

Draft Specs for User Generated Documents