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| Mentors | johnwoodlock (Unlicensed) |
| Overview & Objectives | This project focuses on simplifying/automating the maintenance of the Mifos X API documentation (https://demo.openmf.org/api-docs/apiLive.htm) and ensuring it is complete:
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| Description | The API is probably the most important part of the new Mifos X platform and that's why we put a ton of effort into making it easier for developers to see examples and interact with. It's certainly not 'passive' documentation and must be interactive and up to date such that our community can see the flexibility and power in which the API can be used to support new financial services or support alternative way for accessing the Mifos technology. However, its currently a manual process that is a bit of a pain to complete and because of that our current documentation can become out of date. |
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| Impact | Worldwide, there are multitudes of methodologies and delivery channels in which to deliver financial services to the poor. On the platform through the API, our community has the ability to build applications to allow Mifos to support new markets and scale more services to the poor in need. Our community is global and of varying skillsets, so it's critical that the API is well-documented and constantly up to date with clear examples. This project will significantly reduce the burden of maintaining this documentation. |
| Other Resources |
Server-Side Pagination and Sorting
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User Generated Documents for Mifos X
| MentorsTBD | UdaiU (Unlicensed) | ||||||||
| Overview & Objectives | 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. | ||||||||
| Description | 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) (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 | ||||||||
| Helpful Skills | Java (Spring, Jersey, JPA) and Javascript (JQuery) | ||||||||
| Impact | 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 organizations would not be able to afford the services of specialists and would have to make do without any custom 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. | ||||||||
| Other Resources | Draft Specs for User Generated Documents
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Create Data Import Tool for Mifos
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Xo
| Mentors | TBD | ||||||||
| Overview & Objectives | Create a tool for importing the following data into Mifos X using existing REST API's exposed by the platform
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 would also help facilitate the migrations from our current software, Mifos 2.6, to our next generation platform, Mifos X. Refer
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| Helpful Skills | Java (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 |
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Client Scoring Modules
| MentorsTBD | UdaiU (Unlicensed) |
| Overview & Objectives | Create Client Scoring Tools in Mifos X Objectives:
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| Description | MFIs using Mifos often want to implement a credit scoring/client prospecting analysis tool to help automate the onboarding process for new clients by creating quantifiable measures to assess credit worthinesss. More and more MFIs are moving towards individual lending models where this scoring will be of greater need. Using our Data Tables (Surveys) module and our Mifos Business Intelligence Suite on Pentaho, they can set up questions and define parameters/scores to assess these questions. Mifos X is more optmized for individual lending so client scoring tools become all the more valuable with the rich client data that an MFI is able to track in the system. |
| Helpful Skills | |
| Impact | Minimizing risk is important for running a sustainable microfinance institution. More importantly, many of these client scoring tools go beyond financial and business performance by analyzing social indicators to provide a quantifiable metric at the social impact made on a client. Having tools to capture these data and properly score/analyze it allow MFIs to deliver the strongest and most beneficial services to their clients. |
| Other Resources | See: |
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