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Automated Maintenance of Mifos X API Documentation
| Mentors | johnwoodlock (Unlicensed) TBD |
| 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currently a manual process that is a bit of a pain to complete and because of that our current documentation can become out of date.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. |
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Simplify Mifos X "Data Tables" functionality
| MentorsTBD | Gurpreet Luthra (Unlicensed) |
| 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. This project aims to simplify the process for setting up the same.
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| Description | Mifos X provides an API called 'datatables" which allows the IT team that is deploying Mifos X to
We are looking to simplify this process by a) Providing API's for creating these MYSQL tables b) Updating the Reference User Interface to leverage the API's for creating the "MySQL" tables and columns. This would enable a non Technical end user to Configure 'datatables' functionality in MifosX |
| Helpful Skills | Java (Spring/JPA/Jersey), SQL , MySQL |
| 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 define this additional "Survey" data is an essential part of making this a usable feature of the software for MFIs. |
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| Mentors | 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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X
| 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. | ||||||||
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Business Analytics (OLAP) (refresh)
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TODO: Refresh or modify in context of Mifos X (smaller database/data warehouse)
- Create a Mondrian schema
- Improve ETL scripts along the way
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Outbound SMS Integration
| MentorsTBD | Gurpreet Luthra (Unlicensed) | ||||||||
| Overview & Objectives | MFIs have requested the ability for both inbound and outbound SMS communication. This project will focus on outbound notifications, MFIs would like to be able to send out meeting notifications, payment reminders, or other messages. Sending SMS receipts is another important use case that would increase security for both the client and MFI. We will first focus on the simplest use case of sending out an SMS message from the View Client Screen. Outbound SMS integration could be done via integration through the Cloud API of an SMS service like Nexmo or Twilio or any other SMS service -
This project could also look at integration with FrontlineSMS. Integration with FrontlineSMS would offer up a wide array of possible use cases including SMS forms, better management of contacts and more. | ||||||||
| Description | Currently Mifos and the client and portfolio data it contains is only accessed by the staff of the MFI. However, the majority of clients served by MFIs own mobile phones. A simple yet powerful way for them to interact with the data in Mifos is via SMS. MFIs have requested the ability for both inbound and outbound SMS communication to send notifications to their clients and to enable clients to retrieve information about their accounts. When living on less than $2/day, this simple yet timely interaction with their financial accounts is extremely important. | ||||||||
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| Impact | When you're living on less than $2/day as many of the microfinance clients are, income often has a volatile flow with many peaks and valleys leading to difficult financial management and a challenge in ensuring smooth consumption flows. Visibility into their limited financial resources is critical. SMS allows staff to more frequently communicate important information to their clients. It gives the clients the security and piece of mind to know how much they have in their savings account or how much they owe on their loan - vitally important pieces of information when trying to live on low yet volatile income streams | ||||||||
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