At present data import tool is standalone  and and one has to deploy it and connected connect it to Mifos X platform to use it for importing data. It is always good idea will make the tool more readily available for all users to migrate the code from this project to Mifos X platform and give seamless integration.

Advantages of merging the code with platform:

1) Bulk upload API will always be in sync with platform APIs.

2) Easy of build UI for bulk upload inside Community-App.

3) Import will be much faster as we are eliminating one tier.

Apart from integration, we'll also be adding in additional import functionalities beyond clients, loans, and savings accounts:

4) And we will be adding other essential import options such as CoA, Code/Code Values, Offices and Data tables. 

It has many impacts

1. This drastically reduces the time to setup of initial configuration/data of Mifos X for organization adopting this system as MIS.
2. For data entry operator, this feature can be used as bulk creation option (such as import bulk loans, import clients)
3. These templates can be used as offline store. And once user has internet connectivity can upload these templates with captured data.

 Right now Mifos X contains core client management functionalities including tracking basic demographic information, know your customer information, document management, and survey collection through data tables. As financial institutions serving the poor begin to offer a more in-depth and diverse range of financial inclusion products, the need for more robust client management and in-depth client understanding has grows. Their core system needs to provide more and more CRM-type functionality that complement the portfolio management and financial/social reporting the Mifos X provides.

This project will work to deliver the initial set of customer relationship management functionalities including a module for tracking inquiries, complaints

<BINNY> Can you expand with other reasonable expectations for a summer deliverable. We can also include additional functionalities as

Deepening the client relationship and ensuring fair, responsible, and transparent financial services to the poor is a core piece of the industry's roadmap for financial inclusion. Providing customers the ability to voice their concerns and feedback about the services they're receiving provides a simple yet powerful tool to protect the client. Empowering the financial institution with the ability to track these inquiries and overall maintain a more holistic relationship tracking entire lifecycle of their clients gives them a much better ability to understand their clients and respond to their needs with appropriately designed services and products.

Identifying a single sign-on authentication protocol that ties together authentication of our various community collaboration tools: 1) Atlassian Studio - JIRA, Confluence, JIRA Agile, 2) Social Q&A - AnswerHub 3) Mailing Lists - Mailman (administered through SourceForge 4) Source Code Version Control - GitHub 5) Continuous Integration - Jenkins 6) General Community Website (mifos.org) - Wordpress

This could be built out independently or leverage one of our existing tools for this authentication - Atlassian Studio/Crowd or AnswerHub

Designing a dashboard

Design a profile

Extra Credit:

Tie into OpenBadge system